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, GOOG, GOOGL, MSFT, and represent 26.23% of Mount Yale Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$14M), HAL (+$6.2M), EMN (+$5.9M), SWKS, IVV, DG, XLK, NVO, EFV, MELI.
- Started 40 new stock positions in RDY, NOC, ORLY, OLLI, ONTO, Kellanova, COST, TECK, DO, EMN.
- Reduced shares in these 10 stocks: PSX (-$8.0M), MCHP (-$7.4M), CE (-$6.5M), DFS, DAL, CDW, QUAL, IYW, AMAT, GOVT.
- Sold out of its positions in Activision Blizzard, Bio Path Holdings, CRH, CE, DAL, EHC, ENIC, FND, GEHC, GGB. IWD, TLH, ESML, KEX, LW, EL, Liberty Media Corp Series C Li, XBI, SLAB, SR, THC.
- Mount Yale Investment Advisors was a net buyer of stock by $22M.
- Mount Yale Investment Advisors has $921M in assets under management (AUM), dropping by -2.54%.
- Central Index Key (CIK): 0001744349
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Portfolio Holdings for Mount Yale Investment Advisors
Mount Yale Investment Advisors holds 496 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 18.3 | $168M | +8% | 983k | 171.21 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $33M | +14% | 78k | 429.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $15M | +4% | 110k | 131.85 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $14M | -3% | 105k | 130.86 |
|
| Microsoft Corporation (MSFT) | 1.3 | $12M | 37k | 315.75 |
|
|
| Sherwin-Williams Company (SHW) | 1.2 | $11M | 42k | 255.05 |
|
|
| Cisco Systems (CSCO) | 1.0 | $9.6M | -2% | 179k | 53.76 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $9.1M | +37% | 56k | 163.93 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $8.9M | -5% | 62k | 145.02 |
|
| Comcast Corp Cl A (CMCSA) | 1.0 | $8.9M | 201k | 44.34 |
|
|
| CVS Caremark Corporation (CVS) | 0.9 | $8.1M | -2% | 117k | 69.82 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.8 | $7.2M | 107k | 67.74 |
|
|
| Tyson Foods Cl A (TSN) | 0.8 | $6.9M | 137k | 50.49 |
|
|
| Halliburton Company (HAL) | 0.7 | $6.8M | +999% | 168k | 40.50 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $6.5M | -3% | 63k | 103.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $6.4M | 18k | 350.30 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $6.4M | 55k | 117.58 |
|
|
| Pfizer (PFE) | 0.7 | $6.3M | +6% | 191k | 33.17 |
|
| Fox Corp Cl A Com (FOXA) | 0.7 | $6.3M | 203k | 31.20 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $6.1M | 42k | 145.86 |
|
|
| Simon Property (SPG) | 0.7 | $6.1M | -5% | 56k | 108.03 |
|
| Citigroup Com New (C) | 0.7 | $6.1M | +14% | 148k | 41.13 |
|
| Skyworks Solutions (SWKS) | 0.7 | $6.0M | +376% | 61k | 98.59 |
|
| Stanley Black & Decker (SWK) | 0.7 | $6.0M | -4% | 72k | 83.58 |
|
| Eastman Chemical Company (EMN) | 0.6 | $5.9M | NEW | 77k | 76.72 |
|
| Best Buy (BBY) | 0.6 | $5.9M | -2% | 85k | 69.47 |
|
| FirstEnergy (FE) | 0.6 | $5.8M | 171k | 34.18 |
|
|
| Fidelity National Information Services (FIS) | 0.6 | $5.8M | +2% | 106k | 55.27 |
|
| Amazon (AMZN) | 0.6 | $5.7M | +2% | 45k | 127.12 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $5.7M | -11% | 66k | 86.30 |
|
| Corning Incorporated (GLW) | 0.6 | $5.6M | 183k | 30.47 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $5.5M | +79% | 61k | 90.94 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $5.1M | -20% | 39k | 131.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $5.0M | +49% | 103k | 48.93 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $4.9M | -9% | 112k | 43.72 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $4.8M | 83k | 58.04 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $4.7M | +20% | 16k | 300.21 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $4.7M | +23% | 19k | 249.35 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $4.7M | +13% | 15k | 307.12 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $4.6M | -8% | 36k | 128.74 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $4.6M | -18% | 139k | 33.17 |
|
| Aon Shs Cl A (AON) | 0.5 | $4.5M | -2% | 14k | 324.21 |
|
| UnitedHealth (UNH) | 0.5 | $4.5M | 8.9k | 504.16 |
|
|
| Progressive Corporation (PGR) | 0.5 | $4.4M | 32k | 139.30 |
|
|
| Ferguson SHS (FERG) | 0.5 | $4.3M | 26k | 164.47 |
|
|
| Dollar General (DG) | 0.5 | $4.2M | +1648% | 40k | 105.80 |
|
| Icon SHS (ICLR) | 0.5 | $4.2M | +22% | 17k | 246.25 |
|
| Canadian Pacific Kansas City (CP) | 0.5 | $4.2M | +15% | 56k | 74.41 |
|
| Norfolk Southern (NSC) | 0.4 | $4.1M | 21k | 196.93 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.0M | +2% | 43k | 94.33 |
|
| Advance Auto Parts (AAP) | 0.4 | $4.0M | +10% | 72k | 55.93 |
|
| TriCo Bancshares (TCBK) | 0.4 | $4.0M | 124k | 32.03 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.8M | -12% | 11k | 358.27 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $3.8M | -8% | 57k | 67.72 |
|
| Ferrari Nv Ord (RACE) | 0.4 | $3.8M | -2% | 13k | 295.55 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $3.7M | +15% | 23k | 160.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.7M | 21k | 176.74 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $3.5M | +11% | 8.1k | 434.99 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $3.5M | +2% | 70k | 49.53 |
|
| Abbvie (ABBV) | 0.4 | $3.5M | +10% | 23k | 149.06 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.4M | 20k | 171.45 |
|
|
| International Business Machines (IBM) | 0.4 | $3.4M | 24k | 140.30 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $3.4M | -20% | 22k | 155.75 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $3.4M | 33k | 101.38 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $3.3M | -2% | 7.1k | 473.64 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $3.3M | -3% | 5.7k | 588.62 |
|
| Visa Com Cl A (V) | 0.4 | $3.3M | -2% | 14k | 230.01 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $3.2M | -20% | 34k | 93.91 |
|
| NVR (NVR) | 0.3 | $3.2M | 536.00 | 5963.30 |
|
|
| Steris Shs Usd (STE) | 0.3 | $3.1M | -2% | 14k | 219.42 |
|
| Atlassian Corporation Cl A (TEAM) | 0.3 | $2.9M | -2% | 15k | 201.51 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $2.9M | 73k | 39.67 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.9M | +3% | 32k | 90.39 |
|
| Icici Bank Adr (IBN) | 0.3 | $2.9M | -4% | 124k | 23.12 |
|
| Goldman Sachs (GS) | 0.3 | $2.8M | 8.7k | 323.58 |
|
|
| MercadoLibre (MELI) | 0.3 | $2.8M | +109% | 2.2k | 1267.88 |
|
| Hercules Technology Growth Capital (HTGC) | 0.3 | $2.6M | 161k | 16.42 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $2.6M | 40k | 65.57 |
|
|
| Walt Disney Company (DIS) | 0.3 | $2.6M | 32k | 81.05 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.6M | 37k | 68.92 |
|
|
| Arch Cap Group Ord (ACGL) | 0.3 | $2.5M | +17% | 32k | 79.71 |
|
| Home Depot (HD) | 0.3 | $2.5M | 8.4k | 302.17 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $2.5M | 23k | 109.27 |
|
|
| Pepsi (PEP) | 0.3 | $2.5M | 15k | 169.45 |
|
|
| Motorola Solutions Com New (MSI) | 0.3 | $2.5M | -2% | 9.2k | 272.23 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.5M | +34% | 26k | 96.85 |
|
| Mettler-Toledo International (MTD) | 0.3 | $2.4M | 2.2k | 1108.07 |
|
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.4M | +23% | 24k | 101.86 |
|
| Cme (CME) | 0.3 | $2.4M | +24% | 12k | 200.21 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.4M | +4% | 25k | 94.19 |
|
| Merck & Co (MRK) | 0.3 | $2.4M | 23k | 102.95 |
|
|
| United Rentals (URI) | 0.3 | $2.3M | 5.2k | 444.57 |
|
|
| Analog Devices (ADI) | 0.3 | $2.3M | 13k | 175.10 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $2.3M | +6% | 17k | 140.05 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.3M | -11% | 32k | 72.38 |
|
| Wells Fargo & Company (WFC) | 0.2 | $2.3M | 56k | 40.86 |
|
|
| Linde SHS (LIN) | 0.2 | $2.3M | +12% | 6.1k | 372.37 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $2.2M | 12k | 182.67 |
|
|
| CBOE Holdings (CBOE) | 0.2 | $2.1M | 14k | 156.21 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.1M | -31% | 44k | 47.59 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $2.0M | 62k | 32.90 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $2.0M | 38k | 53.64 |
|
|
| Tesla Motors (TSLA) | 0.2 | $2.0M | +31% | 8.1k | 250.22 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $2.0M | 13k | 154.64 |
|
|
| Copart (CPRT) | 0.2 | $2.0M | +74% | 46k | 43.09 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.0M | +10% | 19k | 103.72 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.0M | +17% | 3.9k | 509.90 |
|
| Waste Connections (WCN) | 0.2 | $2.0M | +21% | 15k | 134.30 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $1.9M | -7% | 18k | 110.47 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.9M | -12% | 28k | 68.81 |
|
| Paypal Holdings (PYPL) | 0.2 | $1.9M | +3% | 33k | 58.46 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.9M | +210% | 8.6k | 220.97 |
|
| Kroger (KR) | 0.2 | $1.9M | -5% | 42k | 44.75 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | -4% | 3.5k | 537.13 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.8M | -2% | 7.7k | 240.58 |
|
| Diamond Hill Invt Group Com New (DHIL) | 0.2 | $1.8M | -2% | 11k | 168.58 |
|
| Shell Spon Ads (SHEL) | 0.2 | $1.8M | +77% | 28k | 64.38 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.8M | -19% | 20k | 88.80 |
|
| Chevron Corporation (CVX) | 0.2 | $1.8M | 11k | 168.62 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.8M | -6% | 20k | 86.90 |
|
| Booking Holdings (BKNG) | 0.2 | $1.8M | -11% | 571.00 | 3083.95 |
|
| Thomson Reuters Corp. (TRI) | 0.2 | $1.7M | -2% | 14k | 122.32 |
|
| Broadcom (AVGO) | 0.2 | $1.7M | -7% | 2.1k | 830.58 |
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| Raymond James Financial (RJF) | 0.2 | $1.7M | +3% | 17k | 100.43 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | 4.3k | 395.92 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.7M | 44k | 37.95 |
|
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| Honda Motor Amern Shs (HMC) | 0.2 | $1.7M | +108% | 49k | 33.64 |
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| TJX Companies (TJX) | 0.2 | $1.6M | 18k | 88.88 |
|
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| Anthem (ELV) | 0.2 | $1.6M | +14% | 3.7k | 435.45 |
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| EOG Resources (EOG) | 0.2 | $1.6M | 13k | 126.76 |
|
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| Starbucks Corporation (SBUX) | 0.2 | $1.6M | +242% | 17k | 91.27 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.5M | +6% | 24k | 64.35 |
|
| S&p Global (SPGI) | 0.2 | $1.5M | 4.2k | 365.45 |
|
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| Philip Morris International (PM) | 0.2 | $1.5M | +47% | 17k | 92.58 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.5M | -46% | 15k | 104.92 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $1.5M | -2% | 7.8k | 190.30 |
|
| Chubb (CB) | 0.2 | $1.5M | +3% | 7.1k | 208.19 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.5M | +2% | 22k | 65.76 |
|
| Williams Companies (WMB) | 0.2 | $1.4M | -2% | 43k | 33.69 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.4M | NEW | 28k | 50.74 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.4M | -2% | 4.3k | 329.68 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.4M | +473% | 6.9k | 199.92 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $1.4M | 90k | 15.31 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.4M | +13% | 2.7k | 514.09 |
|
| F5 Networks (FFIV) | 0.1 | $1.3M | +4% | 8.4k | 161.14 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | 16k | 83.99 |
|
|
| Epam Systems (EPAM) | 0.1 | $1.3M | -3% | 5.2k | 255.69 |
|
| Match Group (MTCH) | 0.1 | $1.3M | +16% | 34k | 39.17 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.3M | +2% | 27k | 49.40 |
|
| BP Sponsored Adr (BP) | 0.1 | $1.3M | -19% | 34k | 38.72 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.3M | 14k | 92.14 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.3M | -7% | 3.1k | 427.48 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $1.3M | 21k | 62.48 |
|
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| Altria (MO) | 0.1 | $1.3M | +7% | 31k | 42.05 |
|
| Pool Corporation (POOL) | 0.1 | $1.3M | -2% | 3.7k | 356.13 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.3M | 17k | 76.75 |
|
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| Netflix (NFLX) | 0.1 | $1.3M | -11% | 3.4k | 377.60 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | NEW | 19k | 68.42 |
|
| salesforce (CRM) | 0.1 | $1.3M | +262% | 6.2k | 202.78 |
|
| Molina Healthcare (MOH) | 0.1 | $1.2M | +5% | 3.8k | 327.89 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | -30% | 5.8k | 213.26 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $1.2M | -16% | 3.0k | 409.14 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | 22k | 54.90 |
|
|
| Globus Med Cl A (GMED) | 0.1 | $1.2M | +71% | 24k | 49.65 |
|
| CarMax (KMX) | 0.1 | $1.2M | +3% | 17k | 70.73 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | 4.5k | 265.96 |
|
|
| Cummins (CMI) | 0.1 | $1.2M | +5% | 5.2k | 228.44 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.2M | -9% | 8.7k | 133.28 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | +29% | 11k | 105.92 |
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| Dow (DOW) | 0.1 | $1.2M | -33% | 22k | 51.56 |
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| Schlumberger Com Stk (SLB) | 0.1 | $1.2M | -4% | 20k | 58.30 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | +18% | 4.1k | 283.40 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $1.1M | +54% | 2.8k | 408.58 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | 10k | 111.06 |
|
|
| Keurig Dr Pepper (KDP) | 0.1 | $1.1M | -4% | 36k | 31.57 |
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| BlackRock (BLK) | 0.1 | $1.1M | 1.8k | 646.49 |
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|
| Sap Se Spon Adr (SAP) | 0.1 | $1.1M | -4% | 8.7k | 129.32 |
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| Nortonlifelock (GEN) | 0.1 | $1.1M | -23% | 64k | 17.68 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $1.1M | +43% | 35k | 31.76 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $1.1M | -2% | 23k | 48.59 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $1.1M | -6% | 7.8k | 140.39 |
|
| Amgen (AMGN) | 0.1 | $1.1M | 4.0k | 268.77 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.0M | 2.3k | 458.66 |
|
|
| Sealed Air (SEE) | 0.1 | $1.0M | +8% | 32k | 32.86 |
|
| Championx Corp (CHX) | 0.1 | $1.0M | +197% | 28k | 35.62 |
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| Qualys (QLYS) | 0.1 | $1.0M | +3% | 6.6k | 152.55 |
|
| First Solar (FSLR) | 0.1 | $1.0M | NEW | 6.2k | 161.59 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $1.0M | +45% | 21k | 47.08 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $987k | -14% | 5.9k | 167.38 |
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| Emcor (EME) | 0.1 | $983k | -4% | 4.7k | 210.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $981k | 4.8k | 203.62 |
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| Cubesmart (CUBE) | 0.1 | $970k | 25k | 38.13 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $959k | NEW | 11k | 88.69 |
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| Saia (SAIA) | 0.1 | $947k | 2.4k | 398.65 |
|
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| United Parcel Service CL B (UPS) | 0.1 | $946k | 6.1k | 155.87 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $944k | 6.1k | 155.38 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $941k | +5% | 12k | 78.55 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $924k | +11% | 2.3k | 399.45 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $909k | 18k | 50.16 |
|
|
| Paycom Software (PAYC) | 0.1 | $909k | -5% | 3.5k | 259.27 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $900k | -16% | 12k | 78.15 |
|
| McKesson Corporation (MCK) | 0.1 | $887k | +11% | 2.0k | 434.87 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $887k | -5% | 26k | 34.07 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $877k | -9% | 5.8k | 151.34 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $871k | 1.7k | 506.17 |
|
|
| RPM International (RPM) | 0.1 | $866k | -2% | 9.1k | 94.81 |
|
| Advanced Micro Devices (AMD) | 0.1 | $858k | -17% | 8.3k | 102.82 |
|
| Wal-Mart Stores (WMT) | 0.1 | $856k | 5.4k | 159.93 |
|
|
| West Pharmaceutical Services (WST) | 0.1 | $852k | 2.3k | 375.22 |
|
|
| Intuit (INTU) | 0.1 | $848k | -15% | 1.7k | 511.01 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $845k | +66% | 12k | 71.97 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $845k | 9.0k | 94.04 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $838k | -14% | 14k | 58.93 |
|
| SPS Commerce (SPSC) | 0.1 | $836k | -4% | 4.9k | 170.61 |
|
| Nvent Electric SHS (NVT) | 0.1 | $833k | NEW | 16k | 52.99 |
|
| Crane Company Common Stock (CR) | 0.1 | $828k | NEW | 9.3k | 88.84 |
|
| FactSet Research Systems (FDS) | 0.1 | $825k | 1.9k | 437.26 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $823k | +5% | 20k | 41.93 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $821k | +58% | 16k | 52.80 |
|
| AutoZone (AZO) | 0.1 | $815k | 321.00 | 2539.99 |
|
|
| Marvell Technology (MRVL) | 0.1 | $812k | 15k | 54.13 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $810k | -42% | 961.00 | 843.23 |
|
| Cdw (CDW) | 0.1 | $806k | -62% | 4.0k | 201.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $796k | +10% | 7.8k | 102.54 |
|
| Intel Corporation (INTC) | 0.1 | $790k | -18% | 22k | 35.55 |
|
| MetLife (MET) | 0.1 | $780k | -2% | 12k | 62.91 |
|
| Nextera Energy (NEE) | 0.1 | $775k | 14k | 57.29 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $768k | NEW | 9.4k | 81.67 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $767k | 8.7k | 88.26 |
|
|
| IDEX Corporation (IEX) | 0.1 | $766k | 3.7k | 208.04 |
|
|
| Asbury Automotive (ABG) | 0.1 | $764k | -17% | 3.3k | 230.07 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $762k | 1.7k | 462.08 |
|
|
| Electronic Arts (EA) | 0.1 | $760k | -2% | 6.3k | 120.40 |
|
| ConocoPhillips (COP) | 0.1 | $758k | 6.3k | 119.80 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $753k | +3% | 77k | 9.85 |
|
| Discover Financial Services (DFS) | 0.1 | $751k | -86% | 8.7k | 86.63 |
|
| Darden Restaurants (DRI) | 0.1 | $750k | +2% | 5.2k | 143.23 |
|
| Natera (NTRA) | 0.1 | $743k | +11% | 17k | 44.25 |
|
| Church & Dwight (CHD) | 0.1 | $733k | 8.0k | 91.63 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $733k | -2% | 36k | 20.34 |
|
| Entegris (ENTG) | 0.1 | $732k | 7.8k | 93.91 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $729k | -2% | 13k | 57.84 |
|
| eBay (EBAY) | 0.1 | $729k | -38% | 17k | 44.09 |
|
| Leidos Holdings (LDOS) | 0.1 | $728k | -2% | 7.9k | 92.16 |
|
| Charles River Laboratories (CRL) | 0.1 | $724k | 3.7k | 195.98 |
|
|
| 3M Company (MMM) | 0.1 | $723k | -3% | 7.7k | 93.62 |
|
| Zoetis Cl A (ZTS) | 0.1 | $705k | 4.1k | 173.99 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $703k | -5% | 3.5k | 203.05 |
|
| Diodes Incorporated (DIOD) | 0.1 | $702k | 8.9k | 78.84 |
|
|
| Choice Hotels International (CHH) | 0.1 | $690k | 5.6k | 122.51 |
|
|
| International Flavors & Fragrances (IFF) | 0.1 | $688k | 10k | 68.17 |
|
|
| Micron Technology (MU) | 0.1 | $687k | 10k | 68.03 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $669k | 9.4k | 71.37 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $669k | 8.2k | 81.41 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $669k | 19k | 34.66 |
|
|
| Tc Energy Corp (TRP) | 0.1 | $665k | -35% | 19k | 34.41 |
|
| Cenovus Energy (CVE) | 0.1 | $664k | 32k | 20.82 |
|
|
| CRH Ord (CRH) | 0.1 | $661k | NEW | 12k | 54.73 |
|
| Martin Marietta Materials (MLM) | 0.1 | $660k | -27% | 1.6k | 410.50 |
|
| Hologic (HOLX) | 0.1 | $650k | 9.4k | 69.40 |
|
|
| Lowe's Companies (LOW) | 0.1 | $648k | 3.1k | 207.82 |
|
|
| Cooper Cos Com New | 0.1 | $648k | +2% | 2.0k | 318.01 |
|
| Travelers Companies (TRV) | 0.1 | $645k | -2% | 3.9k | 163.32 |
|
| Transmedics Group (TMDX) | 0.1 | $641k | 12k | 54.75 |
|
|
| Bruker Corporation (BRKR) | 0.1 | $640k | +11% | 10k | 62.30 |
|
| Edison International (EIX) | 0.1 | $634k | 10k | 63.29 |
|
|
| Deere & Company (DE) | 0.1 | $631k | -13% | 1.7k | 377.38 |
|
| Workday Cl A (WDAY) | 0.1 | $631k | 2.9k | 214.85 |
|
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $631k | 6.7k | 93.88 |
|
|
| Ciena Corp Com New (CIEN) | 0.1 | $608k | 13k | 47.26 |
|
|
| Perficient (PRFT) | 0.1 | $604k | NEW | 10k | 57.86 |
|
| Hasbro (HAS) | 0.1 | $598k | 9.0k | 66.14 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $585k | +3% | 24k | 24.65 |
|
| Medtronic SHS (MDT) | 0.1 | $581k | -2% | 7.4k | 78.36 |
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $579k | 14k | 41.59 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $578k | 1.4k | 408.85 |
|
|
| Fiserv (FI) | 0.1 | $578k | 5.1k | 112.96 |
|
|
| Markel Corporation (MKL) | 0.1 | $577k | -34% | 392.00 | 1472.49 |
|
| Cigna Corp (CI) | 0.1 | $575k | -19% | 2.0k | 286.07 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $566k | 5.2k | 108.58 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $565k | 4.3k | 132.31 |
|
|
| Boeing Company (BA) | 0.1 | $565k | NEW | 2.9k | 191.68 |
|
| Wabtec Corporation (WAB) | 0.1 | $564k | -24% | 5.3k | 106.27 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $562k | -65% | 26k | 22.04 |
|
| Globant S A (GLOB) | 0.1 | $558k | 2.8k | 197.85 |
|
|
| Lincoln Electric Holdings (LECO) | 0.1 | $555k | +29% | 3.1k | 181.79 |
|
| Becton, Dickinson and (BDX) | 0.1 | $555k | -5% | 2.1k | 258.54 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $554k | 8.6k | 64.67 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $552k | 1.1k | 481.01 |
|
|
| SM Energy (SM) | 0.1 | $551k | NEW | 14k | 39.65 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $551k | 7.9k | 69.40 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $544k | +3% | 15k | 36.59 |
|
| Corteva (CTVA) | 0.1 | $543k | -9% | 11k | 51.16 |
|
| Dell Technologies CL C (DELL) | 0.1 | $532k | 7.7k | 68.90 |
|
|
| Sun Communities (SUI) | 0.1 | $531k | +8% | 4.5k | 118.35 |
|
| Lithia Motors (LAD) | 0.1 | $528k | -4% | 1.8k | 295.33 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $527k | -43% | 70k | 7.52 |
|
| Fastenal Company (FAST) | 0.1 | $526k | 9.6k | 54.64 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $523k | +34% | 2.2k | 236.53 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $521k | +5% | 17k | 31.41 |
|
| Coca-Cola Company (KO) | 0.1 | $518k | 9.3k | 55.98 |
|
|
| Roper Industries (ROP) | 0.1 | $516k | -6% | 1.1k | 484.28 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $515k | NEW | 5.0k | 102.02 |
|
| ResMed (RMD) | 0.1 | $509k | -66% | 3.4k | 147.86 |
|
| AmerisourceBergen (COR) | 0.1 | $509k | -12% | 2.8k | 179.97 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $505k | 2.2k | 229.55 |
|
|
| Global Payments (GPN) | 0.1 | $501k | -66% | 4.3k | 115.39 |
|
| McDonald's Corporation (MCD) | 0.1 | $497k | -4% | 1.9k | 263.45 |
|
| Akamai Technologies (AKAM) | 0.1 | $497k | -58% | 4.7k | 106.54 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $494k | -47% | 17k | 29.44 |
|
| Microchip Technology (MCHP) | 0.1 | $493k | -93% | 6.3k | 78.06 |
|
| Applied Materials (AMAT) | 0.1 | $492k | -72% | 3.6k | 138.46 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $480k | NEW | 7.7k | 62.30 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $466k | +5% | 7.7k | 60.63 |
|
| FleetCor Technologies | 0.1 | $464k | 1.8k | 255.34 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $458k | NEW | 14k | 32.79 |
|
| Yum! Brands (YUM) | 0.0 | $457k | -4% | 3.7k | 124.94 |
|
| Consolidated Edison (ED) | 0.0 | $453k | -2% | 5.3k | 85.54 |
|
| Edwards Lifesciences (EW) | 0.0 | $449k | 6.5k | 69.28 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $448k | NEW | 6.7k | 66.87 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.0 | $447k | 28k | 16.01 |
|
|
| Bce Com New (BCE) | 0.0 | $445k | +5% | 12k | 38.17 |
|
| Avantor (AVTR) | 0.0 | $444k | +22% | 21k | 21.08 |
|
| Matador Resources (MTDR) | 0.0 | $444k | 7.5k | 59.48 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $436k | -54% | 12k | 36.25 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $433k | +15% | 1.9k | 227.93 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $431k | +4% | 33k | 13.18 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $423k | -2% | 11k | 40.23 |
|
| Target Corporation (TGT) | 0.0 | $422k | 3.8k | 110.57 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $420k | 11k | 39.70 |
|
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $419k | -2% | 30k | 13.96 |
|
| Vaxcyte (PCVX) | 0.0 | $415k | 8.1k | 50.98 |
|
|
| Servicenow (NOW) | 0.0 | $415k | 742.00 | 558.96 |
|
|
| Danaher Corporation (DHR) | 0.0 | $412k | 1.7k | 248.15 |
|
|
| Fortive (FTV) | 0.0 | $412k | 5.6k | 74.16 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $405k | 6.1k | 66.62 |
|
|
| Hershey Company (HSY) | 0.0 | $405k | -2% | 2.0k | 200.09 |
|
| Waste Management (WM) | 0.0 | $402k | -7% | 2.6k | 152.43 |
|
| Howmet Aerospace (HWM) | 0.0 | $401k | -14% | 8.7k | 46.25 |
|
| Autodesk (ADSK) | 0.0 | $400k | 1.9k | 206.91 |
|
|
| Centene Corporation (CNC) | 0.0 | $399k | -17% | 5.8k | 68.88 |
|
| Public Service Enterprise (PEG) | 0.0 | $398k | 7.0k | 56.91 |
|
|
| Dupont De Nemours (DD) | 0.0 | $394k | -18% | 5.3k | 74.59 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $392k | NEW | 3.8k | 102.87 |
|
| Waters Corporation (WAT) | 0.0 | $392k | +14% | 1.4k | 274.21 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $391k | -16% | 4.8k | 80.97 |
|
| Masonite International (DOOR) | 0.0 | $390k | -10% | 4.2k | 93.22 |
|
| Verizon Communications (VZ) | 0.0 | $385k | -53% | 12k | 32.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $384k | +15% | 1.4k | 272.30 |
|
| American Express Company (AXP) | 0.0 | $383k | NEW | 2.6k | 149.19 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $383k | +7% | 6.7k | 57.09 |
|
| Acadia Healthcare (ACHC) | 0.0 | $381k | 5.4k | 70.31 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $379k | -12% | 9.2k | 41.23 |
|
| Republic Services (RSG) | 0.0 | $376k | -11% | 2.6k | 142.52 |
|
| Old National Ban (ONB) | 0.0 | $375k | 26k | 14.54 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $373k | 22k | 17.20 |
|
|
| Orange Sponsored Adr (ORAN) | 0.0 | $372k | +4% | 32k | 11.49 |
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $371k | 8.9k | 41.55 |
|
|
| Public Storage (PSA) | 0.0 | $369k | 1.4k | 263.55 |
|
|
| Kellogg Company (K) | 0.0 | $367k | -2% | 6.2k | 59.51 |
|
| Kellanova Com Shs | 0.0 | $367k | NEW | 6.2k | 59.51 |
|
| O'reilly Automotive (ORLY) | 0.0 | $357k | NEW | 393.00 | 908.86 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $354k | +6% | 2.4k | 149.19 |
|
| Rbc Cad (RY) | 0.0 | $351k | +5% | 4.0k | 87.44 |
|
| Intercontinental Exchange (ICE) | 0.0 | $346k | 3.1k | 110.02 |
|
|
| Applied Industrial Technologies (AIT) | 0.0 | $344k | +11% | 2.2k | 154.59 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $343k | NEW | 3.4k | 100.16 |
|
| Omni (OMC) | 0.0 | $342k | +29% | 4.6k | 74.48 |
|
| Williams-Sonoma (WSM) | 0.0 | $339k | -67% | 2.2k | 155.40 |
|
| Destination Xl (DXLG) | 0.0 | $336k | 75k | 4.48 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $334k | -5% | 12k | 26.85 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $333k | 9.5k | 34.97 |
|
|
| Realty Income (O) | 0.0 | $330k | -3% | 6.6k | 49.94 |
|
| WESCO International (WCC) | 0.0 | $329k | +76% | 2.3k | 143.82 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $328k | NEW | 745.00 | 440.19 |
|
| Pinterest Cl A (PINS) | 0.0 | $327k | NEW | 12k | 27.03 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $325k | 1.8k | 179.05 |
|
|
| At&t (T) | 0.0 | $325k | +3% | 22k | 15.02 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $324k | 3.9k | 82.41 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $323k | -15% | 67k | 4.84 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $320k | +12% | 3.7k | 86.74 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $318k | NEW | 4.1k | 77.18 |
|
| Clorox Company (CLX) | 0.0 | $316k | 2.4k | 131.06 |
|
|
| Evercore Class A (EVR) | 0.0 | $315k | -2% | 2.3k | 137.87 |
|
| H.B. Fuller Company (FUL) | 0.0 | $314k | -5% | 4.6k | 68.61 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $314k | +7% | 9.5k | 33.06 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $313k | +14% | 4.1k | 75.51 |
|
| Phillips 66 (PSX) | 0.0 | $311k | -96% | 2.6k | 120.15 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $304k | 12k | 24.77 |
|
|
| Healthequity (HQY) | 0.0 | $303k | -2% | 4.1k | 73.05 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $300k | +30% | 5.1k | 59.01 |
|
| MGM Resorts International. (MGM) | 0.0 | $299k | -31% | 8.1k | 36.76 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $299k | 1.9k | 153.84 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $297k | 5.6k | 52.95 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $297k | -34% | 8.0k | 37.20 |
|
| Option Care Health Com New (OPCH) | 0.0 | $295k | +15% | 9.1k | 32.35 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $293k | 3.6k | 82.51 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $291k | 1.3k | 223.17 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $289k | -19% | 9.6k | 30.28 |
|
| Stag Industrial (STAG) | 0.0 | $285k | -2% | 8.2k | 34.51 |
|
| Iqvia Holdings (IQV) | 0.0 | $283k | 1.4k | 196.75 |
|
|
| Burlington Stores (BURL) | 0.0 | $283k | NEW | 2.1k | 135.30 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $276k | 5.3k | 52.54 |
|
|
| AtriCure (ATRC) | 0.0 | $276k | 6.3k | 43.80 |
|
|
| Caterpillar (CAT) | 0.0 | $275k | 1.0k | 273.09 |
|
|
| Avient Corp (AVNT) | 0.0 | $274k | 7.8k | 35.32 |
|
|
| Arcosa (ACA) | 0.0 | $274k | -2% | 3.8k | 71.90 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $273k | 12k | 22.28 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $272k | +15% | 2.6k | 104.20 |
|
| Lam Research Corporation (LRCX) | 0.0 | $271k | -12% | 432.00 | 626.28 |
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $270k | 8.9k | 30.30 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $267k | -2% | 3.3k | 80.31 |
|
| Masco Corporation (MAS) | 0.0 | $265k | +9% | 5.0k | 53.45 |
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $265k | -2% | 2.5k | 105.49 |
|
| Cibc Cad (CM) | 0.0 | $264k | +4% | 6.8k | 38.61 |
|
| Primo Water (PRMW) | 0.0 | $262k | +11% | 19k | 13.80 |
|
| Maximus (MMS) | 0.0 | $262k | -5% | 3.5k | 74.68 |
|
| Spx Corp (SPXC) | 0.0 | $261k | -2% | 3.2k | 81.40 |
|
| Firstcash Holdings (FCFS) | 0.0 | $259k | NEW | 2.6k | 100.39 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $258k | +29% | 24k | 10.86 |
|
| Lululemon Athletica (LULU) | 0.0 | $257k | 666.00 | 385.61 |
|
|
| BorgWarner (BWA) | 0.0 | $255k | +41% | 6.3k | 40.37 |
|
| Yum China Holdings (YUMC) | 0.0 | $255k | +10% | 4.6k | 55.72 |
|
| Silgan Holdings (SLGN) | 0.0 | $254k | -5% | 5.9k | 43.11 |
|
| Texas Roadhouse (TXRH) | 0.0 | $252k | 2.6k | 96.10 |
|
|
| ICF International (ICFI) | 0.0 | $249k | -2% | 2.1k | 120.82 |
|
| Arcbest (ARCB) | 0.0 | $249k | +18% | 2.4k | 101.65 |
|
| Technipfmc (FTI) | 0.0 | $247k | -41% | 12k | 20.34 |
|
| Powerschool Holdings Com Cl A (PWSC) | 0.0 | $247k | -2% | 11k | 22.66 |
|
| Arista Networks (ANET) | 0.0 | $247k | -41% | 1.3k | 183.93 |
|
| Mohawk Industries (MHK) | 0.0 | $246k | 2.9k | 85.81 |
|
|
| EastGroup Properties (EGP) | 0.0 | $246k | -2% | 1.5k | 166.48 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $244k | -37% | 3.5k | 69.13 |
|
| LKQ Corporation (LKQ) | 0.0 | $244k | -31% | 4.9k | 49.51 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $244k | 2.2k | 111.82 |
|
|
| Home BancShares (HOMB) | 0.0 | $243k | -2% | 12k | 20.94 |
|
| Dover Corporation (DOV) | 0.0 | $243k | +15% | 1.7k | 139.51 |
|
| Academy Sports & Outdoor (ASO) | 0.0 | $241k | +23% | 5.1k | 47.27 |
|
| South State Corporation (SSB) | 0.0 | $240k | +16% | 3.6k | 67.37 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $238k | +11% | 2.6k | 92.37 |
|
| Glaukos (GKOS) | 0.0 | $238k | NEW | 3.2k | 75.25 |
|
| NewMarket Corporation (NEU) | 0.0 | $237k | -7% | 520.00 | 455.07 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $235k | -19% | 129.00 | 1823.56 |
|
| CommVault Systems (CVLT) | 0.0 | $235k | -2% | 3.5k | 67.61 |
|
| Workiva Com Cl A (WK) | 0.0 | $234k | -15% | 2.3k | 101.34 |
|
| Piper Jaffray Companies (PIPR) | 0.0 | $234k | -2% | 1.6k | 145.29 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $233k | 981.00 | 237.65 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $232k | -19% | 1.4k | 170.43 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $231k | -2% | 11k | 21.76 |
|
| Summit Matls Cl A (SUM) | 0.0 | $228k | -2% | 7.3k | 31.14 |
|
| Insperity (NSP) | 0.0 | $228k | -7% | 2.3k | 97.60 |
|
| Black Hills Corporation (BKH) | 0.0 | $227k | -2% | 4.5k | 50.59 |
|
| EnPro Industries (NPO) | 0.0 | $226k | -12% | 1.9k | 121.21 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $225k | -18% | 6.4k | 35.27 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $223k | +15% | 4.9k | 45.30 |
|
| TTM Technologies (TTMI) | 0.0 | $223k | -2% | 17k | 12.88 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $221k | 1.6k | 137.21 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $220k | -6% | 2.4k | 91.09 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $219k | 2.4k | 91.35 |
|
|
| Kenvue (KVUE) | 0.0 | $219k | NEW | 11k | 20.08 |
|
| Axonics Modulation Technolog (AXNX) | 0.0 | $218k | -3% | 3.9k | 56.12 |
|
| Onto Innovation (ONTO) | 0.0 | $216k | NEW | 1.7k | 127.52 |
|
| Teck Resources CL B (TECK) | 0.0 | $213k | NEW | 4.9k | 43.09 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $213k | NEW | 2.0k | 107.14 |
|
| Peabody Energy (BTU) | 0.0 | $212k | -45% | 8.2k | 25.99 |
|
| Tempur-Pedic International (TPX) | 0.0 | $212k | NEW | 4.9k | 43.34 |
|
| Primerica (PRI) | 0.0 | $208k | -19% | 1.1k | 194.04 |
|
| Array Technologies Com Shs (ARRY) | 0.0 | $207k | -2% | 9.3k | 22.19 |
|
| Steven Madden (SHOO) | 0.0 | $207k | -2% | 6.5k | 31.77 |
|
| ESCO Technologies (ESE) | 0.0 | $205k | -16% | 2.0k | 104.45 |
|
| Nike CL B (NKE) | 0.0 | $204k | -33% | 2.1k | 95.62 |
|
| Ichor Holdings SHS (ICHR) | 0.0 | $204k | +18% | 6.6k | 30.96 |
|
| On Assignment (ASGN) | 0.0 | $203k | NEW | 2.5k | 81.68 |
|
| Dollar Tree (DLTR) | 0.0 | $203k | NEW | 1.9k | 106.45 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $202k | NEW | 1.0k | 196.56 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $201k | NEW | 356.00 | 565.74 |
|
| Hubbell (HUBB) | 0.0 | $201k | 642.00 | 313.41 |
|
|
| Hillman Solutions Corp (HLMN) | 0.0 | $199k | NEW | 24k | 8.25 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $195k | -21% | 13k | 15.02 |
|
| Diamond Offshore Drilli (DO) | 0.0 | $186k | NEW | 13k | 14.68 |
|
| Callaway Golf Company (MODG) | 0.0 | $163k | -2% | 12k | 13.84 |
|
| Dana Holding Corporation (DAN) | 0.0 | $159k | -21% | 11k | 14.67 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $154k | NEW | 64k | 2.42 |
|
| Ladder Cap Corp Cl A (LADR) | 0.0 | $148k | -2% | 14k | 10.26 |
|
| Everi Hldgs (EVRI) | 0.0 | $148k | -2% | 11k | 13.22 |
|
| Amicus Therapeutics (FOLD) | 0.0 | $135k | NEW | 11k | 12.16 |
|
| Magnite Ord (MGNI) | 0.0 | $131k | -2% | 17k | 7.54 |
|
| Summit Hotel Properties (INN) | 0.0 | $125k | -2% | 22k | 5.80 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $115k | -23% | 12k | 9.89 |
|
| Hello Group Ads (MOMO) | 0.0 | $99k | 14k | 6.98 |
|
|
| Agenus Com New (AGEN) | 0.0 | $82k | 72k | 1.13 |
|
|
| Adamas One Corp Common Stock (JEWL) | 0.0 | $39k | 56k | 0.70 |
|
|
| Tilray (TLRY) | 0.0 | $26k | 11k | 2.39 |
|
|
| Aeye Cl A Com | 0.0 | $26k | +205% | 122k | 0.21 |
|
| Invitae (NVTAQ) | 0.0 | $8.6k | -31% | 14k | 0.61 |
|
| Soluna Holdings Com New | 0.0 | $7.7k | 37k | 0.21 |
|
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 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
- Mount Yale Investment Advisors 2020 Q2 filed July 9, 2020
- Mount Yale Investment Advisors 2020 Q1 filed May 4, 2020
- Mount Yale Investment Advisors 2019 Q4 filed Feb. 13, 2020