Mount Yale Investment Advisors

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

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Positions held by Mount Yale Investment Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mount Yale Investment Advisors

Companies in the Mount Yale Investment Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Call Option (AAPL) 15.9 $112M +366% 965k 115.81
Consolidated Edison (ED) 8.8 $62M NEW 796k 77.77
Ishares Tr Core S&p500 Etf (IVV) 2.0 $14M 41k 336.06
Sherwin-Williams Company (SHW) 1.6 $11M +12% 16k 696.73
Alphabet Cap Stk Cl A (GOOGL) 1.6 $11M +2% 7.4k 1465.65
Bristol Myers Squibb (BMY) 1.5 $11M 174k 60.29
Facebook Cl A (FB) 1.2 $8.1M -4% 31k 261.90
UnitedHealth (UNH) 1.0 $7.3M -4% 23k 311.77
Old National Ban (ONB) 0.9 $6.4M 507k 12.56
Intel Corporation (INTC) 0.9 $6.4M +7% 123k 51.78
Best Buy (BBY) 0.9 $6.2M -15% 55k 111.29
Lam Research Corporation (LRCX) 0.9 $6.1M -9% 18k 331.74
Comcast Corp Cl A (CMCSA) 0.9 $6.1M -7% 131k 46.26
CVS Caremark Corporation (CVS) 0.8 $5.9M -16% 102k 58.40

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Kroger (KR) 0.8 $5.6M -2% 166k 33.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $5.5M -3% 68k 80.93
Lyondellbasell Industries N Shs - A - (LYB) 0.8 $5.3M -3% 75k 70.48
Amazon (AMZN) 0.7 $5.2M +26% 1.7k 3148.88
Microsoft Corporation (MSFT) 0.7 $5.2M +14% 25k 210.34
NetApp (NTAP) 0.7 $5.2M NEW 119k 43.84
Citigroup Com New (C) 0.7 $5.2M +14% 120k 43.11
International Business Machines (IBM) 0.7 $5.1M -3% 42k 121.67
General Mills (GIS) 0.7 $5.1M -4% 83k 61.68
Procter & Gamble Company (PG) 0.7 $5.1M +744% 37k 138.99
W.W. Grainger (GWW) 0.7 $5.0M -4% 14k 356.78
American Express Company (AXP) 0.7 $5.0M -4% 50k 100.24
BorgWarner (BWA) 0.7 $4.8M 125k 38.74
Simon Property (SPG) 0.7 $4.8M 74k 64.68
Visa Com Cl A (V) 0.7 $4.7M +3% 23k 199.98
Asml Holding N V N Y Registry Shs (ASML) 0.7 $4.6M -7% 13k 369.25
At&t (T) 0.7 $4.6M 161k 28.51
Steris Shs Usd (STE) 0.6 $4.5M 26k 176.20
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.4M 3.0k 1469.60
FirstEnergy (FE) 0.6 $4.4M +25% 153k 28.71
Norfolk Southern (NSC) 0.6 $4.3M NEW 20k 214.01
Select Sector Spdr Tr Technology (XLK) 0.6 $4.3M 37k 116.71
Marathon Petroleum Corp (MPC) 0.6 $4.3M -3% 145k 29.34
MercadoLibre (MELI) 0.6 $4.2M +7% 3.9k 1082.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $4.2M 52k 81.07
Accenture Plc Ireland Shs Class A (ACN) 0.6 $4.2M +5% 18k 225.99
Progressive Corporation (PGR) 0.6 $4.0M +15% 43k 94.68
Home Depot (HD) 0.6 $3.9M 14k 277.71
Spotify Technology S A SHS (SPOT) 0.5 $3.8M 16k 242.59
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.5 $3.7M -5% 109k 33.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $3.6M -3% 12k 293.95
ResMed (RMD) 0.5 $3.5M 21k 171.44
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.4M 23k 149.77
Canadian Pacific Railway (CP) 0.5 $3.4M 11k 304.42
Metropcs Communications (TMUS) 0.5 $3.4M +25% 30k 114.35
Adobe Systems Incorporated (ADBE) 0.5 $3.3M +12% 6.8k 490.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $3.3M +2% 44k 76.21
Spdr Gold Tr Gold Shs (GLD) 0.5 $3.3M -6% 19k 177.10
Paypal Holdings (PYPL) 0.5 $3.2M +11% 16k 197.00
Lululemon Athletica (LULU) 0.4 $3.1M -34% 9.5k 329.35
TriCo Bancshares (TCBK) 0.4 $3.0M 124k 24.49
Disney Walt Com Disney (DIS) 0.4 $3.0M -17% 24k 124.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.9M +2% 11k 277.80
Mettler-Toledo International (MTD) 0.4 $2.9M 3.0k 965.59
Alcon Ord Shs (ALC) 0.4 $2.8M 49k 56.94
Fiserv (FISV) 0.4 $2.8M -10% 27k 103.07
Aon Shs Cl A (AON) 0.4 $2.8M +41% 14k 206.31
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.7M +4% 39k 70.24
Shopify Cl A (SHOP) 0.4 $2.7M -46% 2.6k 1023.16
S&p Global (SPGI) 0.4 $2.6M -5% 7.3k 360.58
Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.6M -3% 40k 63.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.6M +4% 14k 185.29
Zebra Technologies Corporati Cl A (ZBRA) 0.4 $2.5M -5% 10k 252.43
Abbvie (ABBV) 0.4 $2.5M -9% 29k 87.58
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $2.4M +3% 27k 89.89
Smith & Nephew Group Spdn Adr New (SNN) 0.3 $2.4M +2% 61k 39.09
Abbott Laboratories (ABT) 0.3 $2.3M -5% 21k 108.84
Mastercard Incorporated Cl A (MA) 0.3 $2.3M -14% 6.8k 338.16
Johnson & Johnson (JNJ) 0.3 $2.3M +17% 16k 148.86
Booking Holdings (BKNG) 0.3 $2.3M -4% 1.3k 1710.41
NVR (NVR) 0.3 $2.2M 536.00 4083.96
Starbucks Corporation (SBUX) 0.3 $2.1M +23% 25k 85.90
Broadridge Financial Solutions (BR) 0.3 $2.1M -4% 16k 132.02
TJX Companies (TJX) 0.3 $2.1M -2% 38k 55.64
Take-Two Interactive Software (TTWO) 0.3 $2.1M +17% 13k 165.26
Crowdstrike Hldgs Cl A (CRWD) 0.3 $2.0M -4% 14k 137.34
Thermo Fisher Scientific (TMO) 0.3 $2.0M -25% 4.5k 441.56
JPMorgan Chase & Co. (JPM) 0.3 $2.0M +9% 20k 96.26
Merck & Co (MRK) 0.3 $1.9M +13% 23k 82.97
Hdfc Bank Sponsored Ads (HDB) 0.3 $1.9M +4% 37k 49.96
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $1.8M +3% 77k 24.07
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.8M -8% 31k 60.28
Citrix Systems (CTXS) 0.3 $1.8M +325% 13k 137.72
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.8M 17k 105.49
Ferrari Nv Ord (RACE) 0.3 $1.8M +2% 9.7k 184.06
Tractor Supply Company (TSCO) 0.3 $1.8M +54% 12k 143.34
Select Sector Spdr Tr Communication (XLC) 0.3 $1.8M 30k 59.39
Zoetis Cl A (ZTS) 0.3 $1.8M -5% 11k 165.33
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.7M 12k 146.99
Amphenol Corp Cl A (APH) 0.2 $1.7M -5% 15k 108.28
Verizon Communications (VZ) 0.2 $1.7M +11% 28k 59.49
Applied Materials (AMAT) 0.2 $1.6M +72% 28k 59.45
Genmab A/s Sponsored Ads (GMAB) 0.2 $1.6M +55% 44k 36.61
PerkinElmer (PKI) 0.2 $1.6M -6% 13k 125.48
Copart (CPRT) 0.2 $1.6M +19% 15k 105.13
Exxon Mobil Corporation (XOM) 0.2 $1.5M +154% 45k 34.33
Sap Se Spon Adr (SAP) 0.2 $1.5M -14% 9.5k 155.81
Ishares Esg Awr Msci Em (ESGE) 0.2 $1.5M +2% 41k 35.61
Bowl Amer Cl A (BWL.A) 0.2 $1.5M 148k 9.85
Becton, Dickinson and (BDX) 0.2 $1.4M -3% 6.2k 232.60
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $1.4M +5% 6.4k 223.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M +2% 6.6k 213.02
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.4M +63% 49k 27.94
Crown Castle Intl (CCI) 0.2 $1.4M +20% 8.2k 166.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.4M +55% 10k 134.75
Motorola Solutions Com New (MSI) 0.2 $1.4M +16% 8.7k 156.84
salesforce (CRM) 0.2 $1.4M +60% 5.4k 251.40
Electronic Arts (EA) 0.2 $1.3M +55% 10k 130.38
Medtronic SHS (MDT) 0.2 $1.3M +10% 13k 103.90
Icon SHS (ICLR) 0.2 $1.3M +2% 6.8k 191.10
Atlassian Corp Cl A (TEAM) 0.2 $1.3M +173% 7.2k 181.83
Keysight Technologies (KEYS) 0.2 $1.3M +14% 13k 98.80
Astrazeneca Sponsored Adr (AZN) 0.2 $1.3M -12% 24k 54.78
Cintas Corporation (CTAS) 0.2 $1.3M +5% 3.9k 332.81
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $1.3M 16k 76.97
Danaher Corporation (DHR) 0.2 $1.3M 5.8k 215.40
Ishares Tr Cohen Steer Reit (ICF) 0.2 $1.2M -10% 12k 102.03
Chubb (CB) 0.2 $1.2M +19% 11k 116.10
Livongo Health (LVGO) 0.2 $1.2M -8% 8.8k 140.05
Akamai Technologies (AKAM) 0.2 $1.2M +3% 11k 110.56
Anthem (ANTM) 0.2 $1.2M +10% 4.6k 268.58
Horizon Therapeutics Pub L SHS (HZNP) 0.2 $1.2M -10% 16k 77.67
Tyson Foods Cl A (TSN) 0.2 $1.2M +9% 21k 59.47
CBOE Holdings (CBOE) 0.2 $1.2M 14k 87.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 3.6k 334.81
Cisco Systems (CSCO) 0.2 $1.2M +60% 31k 39.39
Edwards Lifesciences (EW) 0.2 $1.2M -6% 15k 79.83
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $1.2M -38% 14k 83.00
F5 Networks (FFIV) 0.2 $1.2M +3% 9.5k 122.72
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.2 $1.2M -44% 25k 47.14
Nxp Semiconductors N V (NXPI) 0.2 $1.1M +20% 9.1k 124.85
Cigna Corp (CI) 0.2 $1.1M +12% 6.7k 169.34
Etsy (ETSY) 0.2 $1.1M -4% 9.2k 121.58
Generac Holdings (GNRC) 0.2 $1.1M -8% 5.8k 193.65
Iaa (IAA) 0.2 $1.1M -3% 21k 52.09
Bain Cap Specialty Fin Com Stk (BCSF) 0.2 $1.1M +2% 107k 10.20
Pfizer (PFE) 0.2 $1.1M -30% 30k 36.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 4.9k 216.81
United Parcel Service CL B (UPS) 0.1 $1.0M -3% 6.2k 166.61
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.0M 16k 64.11
Markel Corporation (MKL) 0.1 $1.0M NEW 1.1k 973.56
Fortune Brands (FBHS) 0.1 $1.0M -5% 12k 86.52
Match Group (MTCH) 0.1 $1.0M NEW 9.3k 110.63
Melco Resorts And Entmnt Adr (MLCO) 0.1 $1.0M -12% 61k 16.65
Coca-Cola Company (KO) 0.1 $1.0M +10% 21k 49.35
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.0M +7% 14k 73.75
First Republic Bank/san F (FRC) 0.1 $994k +57% 9.1k 109.05
Pepsi (PEP) 0.1 $974k +13% 7.0k 138.59
Dollar Tree (DLTR) 0.1 $947k -3% 10k 91.30
Charles River Laboratories (CRL) 0.1 $938k 4.1k 226.41
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $937k -6% 15k 63.72
Williams-Sonoma (WSM) 0.1 $929k 10k 90.40
KAR Auction Services (KAR) 0.1 $927k -8% 64k 14.40
Monolithic Power Systems (MPWR) 0.1 $907k 3.2k 279.77
Analog Devices (ADI) 0.1 $905k +13% 7.8k 116.71
Honeywell International (HON) 0.1 $900k +10% 5.5k 164.59
Pool Corporation (POOL) 0.1 $892k -6% 2.7k 334.46
Discover Financial Services (DFS) 0.1 $888k +2% 15k 57.78
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $880k +2% 2.9k 299.73
Fidelity National Information Services (FIS) 0.1 $865k +6% 5.9k 147.23
Corning Incorporated (GLW) 0.1 $863k +4% 27k 32.42
Raytheon Technologies Corp (RTX) 0.1 $856k -3% 15k 57.57
Ishares Tr Global Tech Etf (IXN) 0.1 $849k +3% 3.2k 263.58
West Pharmaceutical Services (WST) 0.1 $840k +229% 3.1k 275.05
Globus Med Cl A (GMED) 0.1 $831k 17k 49.52
Nokia Corp Sponsored Adr (NOK) 0.1 $830k +6% 212k 3.91
Skyworks Solutions (SWKS) 0.1 $830k -2% 5.7k 145.44
Paycom Software (PAYC) 0.1 $821k +2% 2.6k 311.34
Synopsys (SNPS) 0.1 $818k -2% 3.8k 214.08
Church & Dwight (CHD) 0.1 $811k -2% 8.7k 93.75
Icici Bank Adr (IBN) 0.1 $810k -10% 82k 9.83
Union Pacific Corporation (UNP) 0.1 $809k +48% 4.1k 196.88
NVIDIA Corporation (NVDA) 0.1 $793k -38% 1.5k 541.30
Lowe's Companies (LOW) 0.1 $784k -4% 4.7k 165.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $778k +61% 14k 54.91
Cdw (CDW) 0.1 $775k +23% 6.5k 119.51
Nasdaq Omx (NDAQ) 0.1 $773k +12% 6.3k 122.70
Royal Caribbean Cruises (RCL) 0.1 $768k 12k 64.71
Mccormick & Co Com Non Vtg (MKC) 0.1 $759k 3.9k 194.12
Diodes Incorporated (DIOD) 0.1 $753k 13k 56.48
Newmont Mining Corporation (NEM) 0.1 $753k +2% 12k 63.45
Marsh & McLennan Companies (MMC) 0.1 $750k +4% 6.5k 114.73
Hca Holdings (HCA) 0.1 $748k 6.0k 124.73
Qualcomm (QCOM) 0.1 $742k NEW 6.3k 117.61
Charter Communications Inc N Cl A (CHTR) 0.1 $734k -12% 1.2k 624.15
Lennox International (LII) 0.1 $733k 2.7k 272.49
Goldman Sachs (GS) 0.1 $727k +12% 3.6k 201.05
IDEX Corporation (IEX) 0.1 $725k 4.0k 182.30
Cooper Cos Com New (COO) 0.1 $723k 2.1k 336.91
Bank of America Corporation (BAC) 0.1 $719k +4% 30k 24.11
Global Payments (GPN) 0.1 $697k +2% 3.9k 177.62
United Rentals (URI) 0.1 $696k NEW 4.0k 174.57
Boston Scientific Corporation (BSX) 0.1 $692k +33% 18k 38.20
Rio Tinto Sponsored Adr (RIO) 0.1 $686k NEW 11k 60.42
Bank of New York Mellon Corporation (BK) 0.1 $686k NEW 20k 34.36
Ishares Tr Rus 1000 Etf (IWB) 0.1 $681k -22% 3.6k 187.04
Hd Supply (HDS) 0.1 $680k 17k 41.21
Burlington Stores (BURL) 0.1 $677k +3% 3.3k 206.09
Pinterest Cl A (PINS) 0.1 $677k +66% 16k 41.50
Ishares Msci Gbl Min Vol (ACWV) 0.1 $675k 7.3k 91.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $674k 15k 44.07
Delta Air Lines Inc Del Com New (DAL) 0.1 $673k +9% 22k 30.57
A. O. Smith Corporation (AOS) 0.1 $671k 13k 52.79
Eastman Chemical Company (EMN) 0.1 $670k 8.6k 78.09
Qualys (QLYS) 0.1 $667k 6.8k 98.02
Leidos Holdings (LDOS) 0.1 $661k NEW 7.4k 89.19
Centene Corporation (CNC) 0.1 $647k +16% 11k 58.29
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $634k +77% 14k 43.97
Dollar General (DG) 0.1 $633k +4% 3.0k 209.46
Intercontinental Exchange (ICE) 0.1 $625k +4% 6.2k 100.02
Check Point Software Tech Lt Ord (CHKP) 0.1 $613k NEW 5.1k 120.31
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $611k +11% 11k 57.55
Teledyne Technologies Incorporated (TDY) 0.1 $607k 2.0k 310.33
Sun Communities (SUI) 0.1 $606k 4.3k 140.73
Wabtec Corporation (WAB) 0.1 $595k +5% 9.6k 61.83
Tyler Technologies (TYL) 0.1 $594k NEW 1.7k 348.59
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $592k +7% 4.9k 122.01
Public Storage (PSA) 0.1 $586k +12% 2.6k 222.64
Varian Medical Systems (VAR) 0.1 $583k -29% 3.4k 171.98
Northern Trust Corporation (NTRS) 0.1 $582k +13% 7.5k 78.02
Raymond James Financial (RJF) 0.1 $582k 8.0k 72.77
Ciena Corp Com New (CIEN) 0.1 $578k 15k 39.66
Clorox Company (CLX) 0.1 $576k +8% 2.7k 210.22
Cerner Corporation (CERN) 0.1 $573k +10% 7.9k 72.34
Fortinet (FTNT) 0.1 $572k 4.9k 117.77
Lamb Weston Hldgs (LW) 0.1 $572k 8.6k 66.24
Hormel Foods Corporation (HRL) 0.1 $567k NEW 12k 48.89
eBay (EBAY) 0.1 $558k NEW 11k 52.11
Colgate-Palmolive Company (CL) 0.1 $552k +5% 7.2k 77.13
Republic Services (RSG) 0.1 $551k +3% 5.9k 93.34
Novartis Sponsored Adr (NVS) 0.1 $542k -14% 6.2k 86.94
Huntington Ingalls Inds (HII) 0.1 $542k -3% 3.8k 140.82
Waste Management (WM) 0.1 $539k 4.8k 113.21
Jack Henry & Associates (JKHY) 0.1 $534k +11% 3.3k 162.56
Juniper Networks (JNPR) 0.1 $533k +7% 25k 21.51
Cabot Oil & Gas Corporation (COG) 0.1 $533k +16% 31k 17.35
American Electric Power Company (AEP) 0.1 $508k +16% 6.2k 81.65
AutoZone (AZO) 0.1 $493k +7% 419.00 1176.61
Truist Financial Corp equities (TFC) 0.1 $492k +35% 13k 38.05
Neurocrine Biosciences (NBIX) 0.1 $488k NEW 5.1k 96.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $480k +82% 1.8k 272.26
Amdocs SHS (DOX) 0.1 $473k +98% 8.2k 57.47
3M Company (MMM) 0.1 $473k +8% 3.0k 160.34
Eaton Corp SHS (ETN) 0.1 $450k 4.4k 101.93
Baidu Spon Adr Rep A (BIDU) 0.1 $448k NEW 3.5k 126.55
Deere & Company (DE) 0.1 $448k +35% 2.0k 221.56
Maxim Integrated Products (MXIM) 0.1 $427k -33% 6.3k 67.62
Phillips 66 (PSX) 0.1 $425k -62% 8.2k 51.82
Tesla Motors (TSLA) 0.1 $401k +396% 934.00 429.34
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $396k 6.7k 59.42
Oracle Corporation (ORCL) 0.1 $392k +16% 6.6k 59.64
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $390k +93% 10k 37.81
WNS HLDGS Spon Adr (WNS) 0.1 $388k +9% 6.1k 64.01
Formula Systems 1985 Sponsored Ads (FORTY) 0.1 $381k -2% 4.6k 83.13
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $380k NEW 93k 4.08
Las Vegas Sands (LVS) 0.1 $370k NEW 7.9k 46.71
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $370k 5.8k 63.64
Netflix (NFLX) 0.1 $364k -77% 727.00 500.69
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $362k NEW 7.2k 50.17
Entegris (ENTG) 0.1 $352k NEW 4.7k 74.32
Dupont De Nemours (DD) 0.1 $352k +7% 6.3k 55.49
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $345k +2% 9.8k 35.26
ConocoPhillips (COP) 0.0 $338k +46% 10k 32.83
EOG Resources (EOG) 0.0 $337k NEW 9.4k 35.95
Caterpillar (CAT) 0.0 $334k NEW 2.2k 149.31
McKesson Corporation (MCK) 0.0 $327k -6% 2.2k 149.11
Micron Technology (MU) 0.0 $325k +10% 6.9k 46.97
Select Sector Spdr Tr Energy (XLE) 0.0 $321k 11k 29.98
Maximus (MMS) 0.0 $315k -4% 4.6k 68.36
American Intl Group Com New (AIG) 0.0 $308k +3% 11k 27.55
Cummins (CMI) 0.0 $307k -11% 1.5k 211.14
Intuit (INTU) 0.0 $305k NEW 936.00 325.85
Morgan Stanley Com New (MS) 0.0 $302k NEW 6.2k 48.41
Stmicroelectronics N V Ny Registry (STM) 0.0 $301k NEW 9.8k 30.67
Us Foods Hldg Corp call (USFD) 0.0 $294k NEW 13k 22.24
Ishares Core Msci Emkt (IEMG) 0.0 $292k 5.5k 52.87
Air Products & Chemicals (APD) 0.0 $290k NEW 972.00 298.35
Kimberly-Clark Corporation (KMB) 0.0 $286k +6% 1.9k 147.73
TransDigm Group Incorporated (TDG) 0.0 $281k NEW 592.00 474.66
Chromadex Corp Com New (CDXC) 0.0 $275k 69k 4.01
AmerisourceBergen (ABC) 0.0 $274k -10% 2.8k 97.03
Encompass Health Corp (EHC) 0.0 $273k NEW 4.2k 65.09
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $269k -20% 2.1k 128.52
Dover Corporation (DOV) 0.0 $262k NEW 2.4k 108.22
Glaxosmithkline Sponsored Adr (GSK) 0.0 $260k 6.9k 37.67
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $259k NEW 2.1k 121.94
Owens Corning (OC) 0.0 $254k NEW 3.7k 68.87
Barrick Gold Corp (GOLD) 0.0 $254k -44% 9.0k 28.14
HMS Holdings (HMSY) 0.0 $251k +2% 11k 23.92
LHC (LHCG) 0.0 $251k -10% 1.2k 212.17
Uber Technologies (UBER) 0.0 $248k NEW 6.8k 36.51
Kla Corp Com New (KLAC) 0.0 $245k -6% 1.3k 193.37
Parsley Energy Cl A (PE) 0.0 $245k +120% 26k 9.36
Broadcom (AVGO) 0.0 $242k -75% 664.00 364.46
Bristol-myers Squibb Right 99/99/9999 (BMY.R) 0.0 $241k 107k 2.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $237k NEW 2.8k 83.95
Altra Holdings (AIMC) 0.0 $236k NEW 6.4k 37.03
Cabot Microelectronics Corporation 0.0 $233k NEW 1.6k 142.86
Ishares Silver Tr Ishares (SLV) 0.0 $232k -72% 11k 21.63
Louisiana-Pacific Corporation (LPX) 0.0 $232k -13% 7.9k 29.49
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $231k 3.7k 62.26
Nextera Energy (NEE) 0.0 $230k NEW 830.00 277.11
EnerSys (ENS) 0.0 $230k NEW 3.4k 67.19
Deckers Outdoor Corporation (DECK) 0.0 $226k -3% 1.0k 220.06
Avient Corp (AVNT) 0.0 $226k NEW 8.5k 26.44
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $226k -8% 89k 2.55
SPX Corporation (SPXC) 0.0 $223k NEW 4.8k 46.30
Lennar Corp Cl A (LEN) 0.0 $221k NEW 2.7k 81.73
Mohawk Industries (MHK) 0.0 $221k NEW 2.3k 97.79
Rapid7 (RPD) 0.0 $221k NEW 3.6k 61.37
Ringcentral Cl A (RNG) 0.0 $220k NEW 802.00 274.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $219k -10% 5.1k 43.25
Kt Corp Sponsored Adr (KT) 0.0 $219k -3% 23k 9.62
Select Medical Holdings Corporation (SEM) 0.0 $218k NEW 11k 20.82
Everest Re Group (RE) 0.0 $218k +6% 1.1k 197.29
Coca Cola European Partners SHS (CCEP) 0.0 $218k NEW 5.6k 38.87
Charles Schwab Corporation (SCHW) 0.0 $217k -68% 6.0k 36.28
J Global (JCOM) 0.0 $216k NEW 3.1k 69.32
Southwest Gas Corporation (SWX) 0.0 $215k -3% 3.4k 63.09
Edison International (EIX) 0.0 $214k +7% 4.2k 50.87
Simply Good Foods (SMPL) 0.0 $208k NEW 9.4k 22.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $207k 3.4k 60.94
Guardant Health (GH) 0.0 $204k -34% 1.8k 111.66
Advanced Micro Devices (AMD) 0.0 $204k NEW 2.5k 81.80
Ss&c Technologies Holding (SSNC) 0.0 $203k NEW 3.3k 60.63
Jack in the Box (JACK) 0.0 $200k -24% 2.5k 79.27
Yamana Gold (AUY) 0.0 $190k +23% 33k 5.69
Fly Leasing Sponsored Adr (FLY) 0.0 $189k +12% 26k 7.27
Huntington Bancshares Incorporated (HBAN) 0.0 $188k +37% 21k 9.19
Home BancShares (HOMB) 0.0 $185k +9% 12k 15.13
Change Healthcare (CHNG) 0.0 $184k +18% 13k 14.51
Criteo S A Spons Ads (CRTO) 0.0 $183k -3% 15k 12.17
China Unicom Hong Kong Sponsored Adr (CHU) 0.0 $167k -3% 26k 6.55
Everi Hldgs (EVRI) 0.0 $163k NEW 20k 8.27
TTM Technologies (TTMI) 0.0 $142k 12k 11.45
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $121k 12k 10.31
Sterling Bancorp (STL) 0.0 $116k NEW 11k 10.51
Calumet Specialty Prods Ptnr Ut Ltd Partner (CLMT) 0.0 $110k 43k 2.56
New York Community Ban (NYCB) 0.0 $108k -8% 13k 8.30
Kinross Gold Corp (KGC) 0.0 $105k NEW 12k 8.86
Ladder Cap Corp Cl A (LADR) 0.0 $104k NEW 15k 7.13
Summit Hotel Properties (INN) 0.0 $94k 18k 5.16
Ing Groep Sponsored Adr (ING) 0.0 $76k -2% 11k 7.10
Destination Xl (DXLG) 0.0 $18k 68k 0.26

Past Filings by Mount Yale Investment Advisors

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