Mount Yale Investment Advisors, LLC Options Holdings

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$2.93 Million
11.7K
Q4 2024
Reduced 48.68%
PGR
Progressive Corp

Financial Services
PUT
$2.4 Million
10K
Q4 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$552,000
2.5K
Q2 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$402,000
3K
Q2 2024
New holding
CMCSA
Comcast Corp

Communication Services
PUT
$375,000
10K
Q4 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$204,000
400
Q4 2024
Reduced 60.0%
RELX
Relx PLC

Communication Services
CALL
$227,000
5K
Q3 2024
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$101,000
200
Q2 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$126,000
300
Q2 2024
New holding
BAC
Bank Of America Corp

Financial Services
PUT
$43,000
1K
Q4 2024
New holding
United Sts Nat Gas Fd LP
CALL
$0
700
Q4 2024
New holding
WPM
Wheaton Precious Metals Corp.

Basic Materials
CALL
$11,000
200
Q4 2024
New holding
M
Macy'S, Inc.

Consumer Cyclical
PUT
$16,000
1K
Q4 2024
New holding
QCOM
Qualcomm Inc

Technology
PUT
$15,000
100
Q4 2024
New holding
EA
Electronic Arts Inc.

Communication Services
CALL
$29,000
200
Q4 2024
Added 100.0%
QNST
Quinstreet, Inc

Communication Services
CALL
$4,000
200
Q3 2024
New holding
META
Meta Platforms, Inc.

Communication Services
CALL
$58,000
100
Q2 2024
New holding
GE
General Electric CO

Industrials
CALL
$16,000
100
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $1.2 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 74 stocks
  • Additional Purchases 189 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 260 stocks
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