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Mount Yale Investment Advisors

Latest statistics and disclosures from Mount Yale Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, MSFT, GOOGL, JPIE, and represent 26.13% of Mount Yale Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EMXC (+$9.0M), AVGO (+$6.3M), CRM, PPG, MRK, PARA, HON, NKE, FERG, EFV.
Started 70 new stock positions in RBRK, SE, LULU, SYY, SCHP, PPG, CW, SHYG, PANW, VHT.
Reduced shares in these 10 stocks: , , QUS (-$32M), COWZ (-$28M), AAPL (-$23M), SHW (-$9.8M), BRK.B (-$7.1M), AMZN (-$7.0M), GLW (-$6.6M), .
Sold out of its positions in APG, ASX, ASO, JEWL, FOLD, ARRY, ATRC, BBGI, BBY, MODG.
Mount Yale Investment Advisors was a net seller of stock by $-278M.
Mount Yale Investment Advisors has $1.0B in assets under management (AUM), dropping by -17.03%.
Central Index Key (CIK): 0001744349

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Portfolio Holdings for Mount Yale Investment Advisors

Mount Yale Investment Advisors holds 532 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Mount Yale Investment Advisors has 532 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mount Yale Investment Advisors Sept. 30, 2024 positions
Download the Mount Yale Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	18.6	$195M	-10%	838k	233.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$36M	-4%	62k	576.82	View chart
Microsoft Corporation (MSFT)	1.5	$16M	-21%	37k	430.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$15M	-27%	87k	165.85	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$13M	+6%	284k	46.39	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$13M	+9%	56k	225.76	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$12M	-10%	74k	167.19	View chart
Ishares Msci Emrg Chn (EMXC)	1.1	$11M	+432%	182k	61.11	View chart
NVIDIA Corporation (NVDA)	0.9	$9.6M	-15%	79k	121.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$8.6M		67k	128.20	View chart
Amazon (AMZN)	0.8	$8.2M	-46%	44k	186.33	View chart
Meta Platforms Cl A (META)	0.8	$7.9M	-3%	14k	572.45	View chart
UnitedHealth (UNH)	0.7	$7.6M	-36%	13k	584.66	View chart
Procter & Gamble Company (PG)	0.7	$7.2M		42k	173.20	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$7.1M	+12%	151k	47.12	View chart
Merck & Co (MRK)	0.7	$6.9M	+189%	61k	113.56	View chart
Spotify Technology S A SHS (SPOT)	0.7	$6.9M	+3%	19k	368.53	View chart
Broadcom (AVGO)	0.6	$6.7M	+1554%	39k	172.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$6.7M	-5%	37k	179.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$6.6M	-51%	14k	460.26	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$6.6M	-14%	145k	45.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$6.5M	-7%	60k	107.65	View chart
Comcast Corp Cl A (CMCSA)	0.6	$6.4M	-12%	154k	41.77	View chart
Exxon Mobil Corporation (XOM)	0.6	$6.3M		54k	117.22	View chart
Discover Financial Services (DFS)	0.6	$6.2M	-5%	45k	140.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$6.2M	-8%	64k	95.75	View chart
Progressive Corporation (PGR)	0.6	$6.1M	+4%	24k	253.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$5.9M	+2%	34k	173.67	View chart
Cisco Systems (CSCO)	0.6	$5.9M	-12%	112k	53.22	View chart
CVS Caremark Corporation (CVS)	0.6	$5.9M	-11%	94k	62.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$5.8M	-19%	16k	353.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.5M	-6%	11k	488.08	View chart
AES Corporation (AES)	0.5	$5.4M	+3%	272k	20.06	View chart
Honeywell International (HON)	0.5	$5.4M	+461%	26k	206.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$5.4M	-2%	46k	116.96	View chart
Abbvie (ABBV)	0.5	$5.3M	-4%	27k	197.48	View chart
Citigroup Com New (C)	0.5	$5.3M	-17%	85k	62.60	View chart
NVR (NVR)	0.5	$5.3M		536.00	9811.80	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$5.2M		106k	49.47	View chart
Nike CL B (NKE)	0.5	$5.2M	+558%	59k	88.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$5.0M	+113%	87k	57.53	View chart
salesforce (CRM)	0.5	$5.0M	+18090%	18k	273.71	View chart
TriCo Bancshares (TCBK)	0.5	$5.0M		116k	42.65	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$5.0M	-5%	32k	154.02	View chart
Norfolk Southern (NSC)	0.5	$4.9M		20k	248.50	View chart
BorgWarner (BWA)	0.5	$4.9M	-11%	134k	36.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$4.9M	-13%	24k	200.37	View chart
Novo-nordisk A S Adr (NVO)	0.5	$4.8M	-5%	40k	119.07	View chart
PPG Industries (PPG)	0.5	$4.8M	NEW	36k	132.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.7M	-5%	20k	243.06	View chart
Sba Communications Corp Cl A (SBAC)	0.4	$4.7M	-12%	20k	240.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.7M		21k	220.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$4.6M	-4%	75k	62.32	View chart
Everest Re Group (EG)	0.4	$4.6M	-13%	12k	391.83	View chart
Dollar General (DG)	0.4	$4.6M	+40%	54k	84.57	View chart
International Business Machines (IBM)	0.4	$4.6M	-11%	21k	221.08	View chart
Tyson Foods Cl A (TSN)	0.4	$4.5M	-16%	76k	59.56	View chart
Paramount Global Class B Com (PARA)	0.4	$4.5M	NEW	426k	10.62	View chart
Skyworks Solutions (SWKS)	0.4	$4.4M	-2%	45k	98.77	View chart
Halliburton Company (HAL)	0.4	$4.3M	+8%	147k	29.05	View chart
Tesla Motors (TSLA)	0.4	$4.1M	+3%	16k	261.63	View chart
Sherwin-Williams Company (SHW)	0.4	$4.1M	-70%	11k	381.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$4.0M	-8%	17k	230.59	View chart
Home Depot (HD)	0.4	$3.9M	-11%	9.7k	405.19	View chart
Aon Shs Cl A (AON)	0.4	$3.9M	+2%	11k	345.99	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$3.7M	-6%	48k	77.91	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$3.6M	+9%	76k	47.53	View chart
Eli Lilly & Co. (LLY)	0.3	$3.6M	-4%	4.0k	885.95	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.3	$3.5M	+6%	22k	162.76	View chart
Icon SHS (ICLR)	0.3	$3.5M	-7%	12k	287.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$3.5M	+2%	55k	62.69	View chart
Raymond James Financial (RJF)	0.3	$3.4M	-2%	28k	122.46	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$3.4M	+5%	57k	59.21	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$3.4M	-28%	25k	135.44	View chart
Walt Disney Company (DIS)	0.3	$3.3M	-20%	35k	96.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.3M		39k	83.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$3.3M		17k	197.17	View chart
Ferrari Nv Ord (RACE)	0.3	$3.2M	-10%	6.9k	470.09	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.2M	-57%	15k	210.86	View chart
Metropcs Communications (TMUS)	0.3	$3.1M	-4%	15k	206.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.1M		40k	78.05	View chart
Johnson & Johnson (JNJ)	0.3	$3.0M	-16%	18k	162.06	View chart
Visa Com Cl A (V)	0.3	$2.9M	-16%	11k	274.96	View chart
Pepsi (PEP)	0.3	$2.9M	+5%	17k	170.05	View chart
Bristol Myers Squibb (BMY)	0.3	$2.8M	-66%	55k	51.74	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$2.8M	-21%	31k	90.40	View chart
Hershey Company (HSY)	0.3	$2.7M	-2%	14k	191.78	View chart
Abbott Laboratories (ABT)	0.3	$2.7M		24k	114.01	View chart
Ferguson Enterprises Common Stock New (FERG)	0.3	$2.7M	NEW	14k	198.58	View chart
Goldman Sachs (GS)	0.3	$2.7M	-33%	5.4k	495.07	View chart
Analog Devices (ADI)	0.3	$2.7M	-4%	12k	230.16	View chart
Oracle Corporation (ORCL)	0.3	$2.7M	+27%	16k	170.40	View chart
Canadian Pacific Kansas City (CP)	0.3	$2.6M	-8%	31k	85.54	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.6M	-4%	27k	95.81	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$2.6M	-7%	132k	19.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.6M	-13%	17k	151.62	View chart
Novartis Sponsored Adr (NVS)	0.2	$2.5M	+29%	22k	115.02	View chart
Applovin Corp Com Cl A (APP)	0.2	$2.5M	-7%	19k	130.55	View chart
Icici Bank Adr (IBN)	0.2	$2.5M	-6%	83k	29.85	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.4M	-11%	2.9k	833.17	View chart
Sea Sponsord Ads (SE)	0.2	$2.3M	NEW	25k	94.28	View chart
Netflix (NFLX)	0.2	$2.3M	-25%	3.3k	709.27	View chart
Copart (CPRT)	0.2	$2.3M	+13%	43k	52.40	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.2	$2.2M	+101%	56k	39.88	View chart
Cme (CME)	0.2	$2.2M	+4%	10k	220.66	View chart
Avery Dennison Corporation (AVY)	0.2	$2.2M	-16%	10k	220.75	View chart
MercadoLibre (MELI)	0.2	$2.2M	-35%	1.1k	2051.96	View chart
Arch Cap Group Ord (ACGL)	0.2	$2.2M	-8%	20k	111.88	View chart
Automatic Data Processing (ADP)	0.2	$2.2M	+8%	7.9k	276.72	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.2M	-9%	26k	83.00	View chart
Philip Morris International (PM)	0.2	$2.2M	-14%	18k	121.40	View chart
Linde SHS (LIN)	0.2	$2.2M	-9%	4.5k	476.82	View chart
Microchip Technology (MCHP)	0.2	$2.2M	+8%	27k	80.29	View chart
Paypal Holdings (PYPL)	0.2	$2.1M	-15%	27k	78.03	View chart
Anthem (ELV)	0.2	$2.1M		4.0k	520.04	View chart
TJX Companies (TJX)	0.2	$2.1M	-18%	18k	117.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.0M	-14%	3.5k	573.76	View chart
Nextera Energy (NEE)	0.2	$2.0M		24k	84.53	View chart
Coupang Cl A (CPNG)	0.2	$2.0M	+11%	81k	24.55	View chart
S&p Global (SPGI)	0.2	$1.9M	-4%	3.7k	516.64	View chart
Booking Holdings (BKNG)	0.2	$1.9M	-10%	458.00	4212.12	View chart
Ameriprise Financial (AMP)	0.2	$1.9M	-4%	4.1k	469.82	View chart
Wells Fargo & Company (WFC)	0.2	$1.9M	-14%	33k	56.49	View chart
Nasdaq Omx (NDAQ)	0.2	$1.9M	-4%	25k	73.01	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.8M	-9%	3.7k	493.82	View chart
Marsh & McLennan Companies (MMC)	0.2	$1.8M	+72%	8.2k	223.09	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$1.8M	-11%	133k	13.65	View chart
Diamond Hill Invt Group Com New (DHIL)	0.2	$1.8M		11k	161.60	View chart
Ubs Group SHS (UBS)	0.2	$1.8M	-7%	58k	30.91	View chart
Amphenol Corp Cl A (APH)	0.2	$1.8M		27k	65.16	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$1.8M	-2%	46k	38.40	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.8M		3.4k	517.78	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.7M		21k	82.53	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$1.7M		27k	64.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.7M		4.6k	375.34	View chart
Unilever Spon Adr New (UL)	0.2	$1.7M	-4%	26k	64.96	View chart
AFLAC Incorporated (AFL)	0.2	$1.7M	-16%	15k	111.80	View chart
Steris Shs Usd (STE)	0.2	$1.7M	-35%	6.9k	242.53	View chart
Schlumberger Com Stk (SLB)	0.2	$1.7M	+2%	40k	41.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.6M	-32%	29k	57.41	View chart
Chevron Corporation (CVX)	0.2	$1.6M	-46%	11k	147.28	View chart
McDonald's Corporation (MCD)	0.2	$1.6M	+52%	5.3k	304.48	View chart
Sanofi Sponsored Adr (SNY)	0.2	$1.6M	-8%	28k	57.63	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.6M	-18%	25k	64.81	View chart
Canadian Natural Resources (CNQ)	0.2	$1.6M	-5%	48k	33.21	View chart
Monday SHS (MNDY)	0.2	$1.6M	-10%	5.7k	277.77	View chart
Micron Technology (MU)	0.1	$1.6M		15k	103.71	View chart
Williams Companies (WMB)	0.1	$1.6M	-9%	34k	45.65	View chart
Altria (MO)	0.1	$1.6M	-5%	31k	51.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M	-50%	12k	125.62	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$1.5M		19k	78.75	View chart
Cubesmart (CUBE)	0.1	$1.5M	+15%	28k	53.83	View chart
Kla Corp Com New (KLAC)	0.1	$1.5M		1.9k	774.41	View chart
Us Foods Hldg Corp call (USFD)	0.1	$1.4M	+94%	24k	61.50	View chart
GSK Sponsored Adr (GSK)	0.1	$1.4M	+104%	35k	40.88	View chart
Boston Scientific Corporation (BSX)	0.1	$1.4M	+7%	17k	83.80	View chart
Waste Connections (WCN)	0.1	$1.4M	-19%	7.8k	178.82	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.4M	-16%	5.8k	240.01	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.4M	+455%	8.8k	159.45	View chart
United Rentals (URI)	0.1	$1.4M	-59%	1.7k	809.74	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$1.4M	-2%	83k	16.60	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	-14%	16k	87.80	View chart
Monster Beverage Corp (MNST)	0.1	$1.3M	-18%	26k	52.17	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.3M	-12%	12k	115.30	View chart
Lowe's Companies (LOW)	0.1	$1.3M	+14%	4.9k	270.86	View chart
Qualcomm (QCOM)	0.1	$1.3M	+4%	7.6k	170.05	View chart
Akamai Technologies (AKAM)	0.1	$1.2M	+2%	12k	100.95	View chart
Sap Se Spon Adr (SAP)	0.1	$1.2M		5.3k	229.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.2M	+33%	12k	99.49	View chart
Dow (DOW)	0.1	$1.2M	NEW	22k	54.63	View chart
Lululemon Athletica (LULU)	0.1	$1.2M	NEW	4.4k	271.35	View chart
MetLife (MET)	0.1	$1.2M	-4%	14k	82.48	View chart
Vistra Energy (VST)	0.1	$1.2M	-29%	10k	118.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M		4.2k	280.47	View chart
Paycom Software (PAYC)	0.1	$1.2M	-12%	7.0k	166.57	View chart
3M Company (MMM)	0.1	$1.2M		8.5k	136.70	View chart
Pool Corporation (POOL)	0.1	$1.2M	-2%	3.1k	376.84	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-5%	25k	45.86	View chart
Hca Holdings (HCA)	0.1	$1.1M	-37%	2.8k	406.43	View chart
Valero Energy Corporation (VLO)	0.1	$1.1M	+75%	8.3k	135.03	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	-29%	6.8k	164.09	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$1.1M	-44%	6.9k	158.81	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$1.1M		17k	65.91	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$1.1M	+62%	20k	53.53	View chart
Molina Healthcare (MOH)	0.1	$1.1M	-14%	3.1k	344.56	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	-23%	13k	80.75	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.1M		37k	28.41	View chart
Kroger (KR)	0.1	$1.0M	-3%	18k	57.30	View chart
AutoZone (AZO)	0.1	$1.0M	-5%	331.00	3150.04	View chart
Onto Innovation (ONTO)	0.1	$1.0M	+183%	5.0k	207.56	View chart
Heico Corp Cl A (HEI.A)	0.1	$1.0M	-4%	5.1k	203.76	View chart
Sealed Air (SEE)	0.1	$1.0M	-21%	29k	36.30	View chart
AmerisourceBergen (COR)	0.1	$1.0M	-6%	4.5k	225.09	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M	-10%	9.8k	104.24	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.1	$1.0M		81k	12.63	View chart
CarMax (KMX)	0.1	$1.0M	-23%	13k	77.38	View chart
Old Dominion Freight Line (ODFL)	0.1	$999k		5.0k	198.64	View chart
American Express Company (AXP)	0.1	$996k	-17%	3.7k	271.21	View chart
Cintas Corporation (CTAS)	0.1	$980k	+297%	4.8k	205.88	View chart
Eaton Corp SHS (ETN)	0.1	$979k	+63%	3.0k	331.39	View chart
Motorola Solutions Com New (MSI)	0.1	$976k	-21%	2.2k	449.56	View chart
Hologic (HOLX)	0.1	$973k	+39%	12k	81.46	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$964k		8.9k	108.63	View chart
Natera (NTRA)	0.1	$956k	-39%	7.5k	126.95	View chart
Dick's Sporting Goods (DKS)	0.1	$956k		4.6k	208.70	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$951k	-7%	4.9k	192.81	View chart
Curtiss-Wright (CW)	0.1	$949k	NEW	2.9k	328.69	View chart
Starbucks Corporation (SBUX)	0.1	$948k	-58%	9.7k	97.49	View chart
Tc Energy Corp (TRP)	0.1	$947k	-3%	20k	47.55	View chart
Natwest Group Spons Adr (NWG)	0.1	$934k	+500%	100k	9.36	View chart
Amgen (AMGN)	0.1	$930k	-2%	2.9k	322.23	View chart
Emcor (EME)	0.1	$916k	-24%	2.1k	430.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$908k	-47%	9.9k	91.31	View chart
Church & Dwight (CHD)	0.1	$899k	+24%	8.6k	104.73	View chart
Danaher Corporation (DHR)	0.1	$898k	+22%	3.2k	278.05	View chart
Globus Med Cl A (GMED)	0.1	$897k	-10%	13k	71.54	View chart
Casey's General Stores (CASY)	0.1	$888k	-4%	2.4k	375.71	View chart
Fidelity National Information Services (FIS)	0.1	$886k	+6%	11k	83.75	View chart
Leidos Holdings (LDOS)	0.1	$886k	-12%	5.4k	163.01	View chart
Zoetis Cl A (ZTS)	0.1	$880k	+3%	4.5k	195.39	View chart
Target Corporation (TGT)	0.1	$877k	-42%	5.6k	155.85	View chart
Brown & Brown (BRO)	0.1	$872k	-4%	8.4k	103.60	View chart
Monolithic Power Systems (MPWR)	0.1	$868k	-34%	938.00	924.81	View chart
Halozyme Therapeutics (HALO)	0.1	$857k	NEW	15k	57.24	View chart
General Dynamics Corporation (GD)	0.1	$856k		2.8k	302.23	View chart
SPS Commerce (SPSC)	0.1	$854k	-4%	4.4k	194.17	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$843k	-16%	8.7k	96.38	View chart
CRH Ord (CRH)	0.1	$835k	+3%	9.0k	92.74	View chart
Keurig Dr Pepper (KDP)	0.1	$834k	-2%	22k	37.48	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$832k	-22%	10k	80.78	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$825k	-23%	19k	44.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$823k	+71%	8.1k	101.27	View chart
ResMed (RMD)	0.1	$821k	-4%	3.4k	244.11	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$819k	-20%	13k	62.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$816k	-12%	4.1k	198.06	View chart
Draftkings Com Cl A (DKNG)	0.1	$816k	+42%	21k	39.20	View chart
Pinterest Cl A (PINS)	0.1	$815k	+37%	25k	32.37	View chart
Descartes Sys Grp (DSGX)	0.1	$811k	-4%	7.9k	102.96	View chart
Marathon Petroleum Corp (MPC)	0.1	$811k		5.0k	162.92	View chart
Dell Technologies CL C (DELL)	0.1	$806k	+56%	6.8k	118.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$792k	-46%	6.3k	126.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$791k	-22%	1.3k	618.57	View chart
Cooper Cos (COO)	0.1	$785k	-4%	7.1k	110.34	View chart
Shell Spon Ads (SHEL)	0.1	$782k	-63%	12k	65.95	View chart
Dynatrace Com New (DT)	0.1	$781k	+23%	15k	53.47	View chart
Crane Company Common Stock (CR)	0.1	$781k	-40%	4.9k	158.29	View chart
International Flavors & Fragrances (IFF)	0.1	$770k		7.3k	104.93	View chart
RPM International (RPM)	0.1	$769k	-2%	6.4k	120.99	View chart
The Trade Desk Com Cl A (TTD)	0.1	$766k	-13%	7.0k	109.65	View chart
McKesson Corporation (MCK)	0.1	$761k	-36%	1.5k	494.42	View chart

Past Filings by Mount Yale Investment Advisors

SEC 13F filings are viewable for Mount Yale Investment Advisors going back to 2018

Mount Yale Investment Advisors 2024 Q3 filed Oct. 23, 2024
Mount Yale Investment Advisors 2024 Q2 filed Aug. 13, 2024
Mount Yale Investment Advisors 2024 Q1 filed May 15, 2024
Mount Yale Investment Advisors 2023 Q3 filed Oct. 11, 2023
Mount Yale Investment Advisors 2023 Q2 filed Aug. 14, 2023
Mount Yale Investment Advisors 2023 Q1 filed May 11, 2023
Mount Yale Investment Advisors 2022 Q4 filed Feb. 14, 2023
Mount Yale Investment Advisors 2022 Q3 filed Nov. 7, 2022
Mount Yale Investment Advisors 2022 Q2 filed Aug. 2, 2022
Mount Yale Investment Advisors 2022 Q1 filed May 3, 2022
Mount Yale Investment Advisors 2021 Q4 filed Feb. 2, 2022
Mount Yale Investment Advisors 2021 Q3 filed Nov. 2, 2021
Mount Yale Investment Advisors 2021 Q2 filed Aug. 4, 2021
Mount Yale Investment Advisors 2021 Q1 filed May 4, 2021
Mount Yale Investment Advisors 2020 Q4 filed Feb. 12, 2021
Mount Yale Investment Advisors 2020 Q3 filed Nov. 16, 2020

View all past filings

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