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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, SPYV, SPYG, IVV, QUS, and represent 27.77% of Mount Yale Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$69M), SPYG (+$41M), QUS (+$30M), COWZ (+$29M), AAPL (+$16M), JPIE (+$12M), NEE (+$8.2M), ORCL (+$7.1M), DFS (+$6.8M), AMZN (+$6.3M).
Started 95 new stock positions in IYY, APP, DAL, BBGI, GL, RELX, GE, SPT, SPSM, UGP.
Reduced shares in these 10 stocks: FIS (-$7.4M), CTSH (-$7.4M), FE (-$6.3M), SPG (-$6.1M), SWK (-$6.0M), JPM (-$5.1M), PFE, , IVV, ESGU.
Sold out of its positions in AAP, Aeye, ABNB, BABA, ARES, ABG, AXNX, BDX, BLK, CM.
Mount Yale Investment Advisors was a net buyer of stock by $247M.
Mount Yale Investment Advisors has $1.3B in assets under management (AUM), dropping by 41.53%.
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 March 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 March 31, 2024 positions
Download the Mount Yale Investment Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	14.2	$185M	+9%	1.1M	171.29	View chart
Spdr Portfolio Sp 500 Value Etf Exchange Traded Funds (SPYV)	5.3	$69M	NEW	1.4M	50.10	View chart
Spdr Portfolio Sp 500 Growth Etf Exchange Traded Funds (SPYG)	3.1	$41M	NEW	561k	73.15	View chart
Ishares Tr Core Sp500 Etf (IVV)	2.9	$38M	-6%	73k	525.73	View chart
Spdr Msci Usa Strategicfactors Etf Exchange Traded Funds (QUS)	2.3	$30M	NEW	205k	145.63	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Funds (COWZ)	2.2	$29M	NEW	499k	58.11	View chart
Microsoft Corporation (MSFT)	1.5	$20M	+25%	47k	420.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$20M	+23%	130k	150.93	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$16M	-4%	105k	152.26	View chart
Amazon (AMZN)	1.1	$14M	+77%	80k	180.38	View chart
Sherwin-Williams Company (SHW)	1.0	$13M	-13%	36k	347.33	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$12M	+6%	60k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$12M	+58%	29k	420.53	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.9	$12M	NEW	257k	45.56	View chart
Bristol Myers Squibb (BMY)	0.8	$9.8M	+117%	181k	54.23	View chart
Nextera Energy (NEE)	0.7	$9.0M	+943%	141k	63.91	View chart
CVS Caremark Corporation (CVS)	0.7	$8.7M	-6%	109k	79.76	View chart
Oracle Corporation (ORCL)	0.6	$8.4M	+513%	67k	125.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$8.1M	+7%	67k	120.99	View chart
Novo Nordisk A S Adr (NVO)	0.6	$8.0M	+3%	63k	128.40	View chart
Comcast Corp Cl A (CMCSA)	0.6	$8.0M	-8%	184k	43.35	View chart
UnitedHealth (UNH)	0.6	$8.0M	+80%	16k	494.69	View chart
Discover Financial Services (DFS)	0.6	$7.9M	+596%	60k	131.09	View chart
NVIDIA Corporation (NVDA)	0.6	$7.6M	+4%	8.4k	903.58	View chart
Citigroup Com New (C)	0.6	$7.5M	-19%	118k	63.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$7.4M	+26%	176k	42.12	View chart
Cisco Systems (CSCO)	0.6	$7.3M	-17%	147k	49.91	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.2M	-41%	36k	200.30	View chart
Meta Platforms Cl A (META)	0.6	$7.2M	-5%	15k	485.59	View chart
Procter & Gamble Company (PG)	0.5	$7.1M	+4%	44k	162.25	View chart
Raytheon Technologies Corp (RTX)	0.5	$7.1M	+522%	73k	97.53	View chart
Eastman Chemical Company (EMN)	0.5	$6.9M	-10%	69k	100.22	View chart
Dollar General (DG)	0.5	$6.8M	+8%	44k	156.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$6.6M	+3%	40k	164.35	View chart
Best Buy (BBY)	0.5	$6.3M	-9%	77k	82.03	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.3M		54k	116.24	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$6.3M	+22%	138k	45.59	View chart
Everest Re Group (EG)	0.5	$6.2M	NEW	16k	397.50	View chart
Tyson Foods Cl A (TSN)	0.5	$6.2M	-22%	105k	58.73	View chart
Halliburton Company (HAL)	0.5	$6.1M	-7%	156k	39.42	View chart
Corning Incorporated (GLW)	0.5	$6.1M		185k	32.96	View chart
BorgWarner (BWA)	0.5	$6.1M	+2656%	174k	34.74	View chart
Skyworks Solutions (SWKS)	0.4	$5.8M	-11%	54k	108.32	View chart
Fox Corp Cl A Com (FOXA)	0.4	$5.8M	-8%	186k	31.27	View chart
Walt Disney Company (DIS)	0.4	$5.8M	+46%	47k	122.36	View chart
Sba Communications Corp Cl A (SBAC)	0.4	$5.4M	NEW	25k	216.70	View chart
Icon SHS (ICLR)	0.4	$5.3M	-7%	16k	335.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$5.3M		15k	346.61	View chart
Ferguson SHS (FERG)	0.4	$5.2M	-7%	24k	218.43	View chart
Ishares Tr Core Sp Scp Etf (IJR)	0.4	$5.1M	+8%	46k	110.52	View chart
Ferrari Nv Ord (RACE)	0.4	$5.1M	-7%	12k	435.96	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$5.1M	+19%	28k	183.89	View chart
Progressive Corporation (PGR)	0.4	$5.1M	-21%	25k	206.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$5.1M	+7%	12k	444.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$5.1M	-24%	49k	103.79	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.4	$5.1M	-7%	5.2k	970.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$5.0M	-5%	34k	147.73	View chart
Norfolk Southern (NSC)	0.4	$5.0M	-4%	20k	254.87	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$4.9M	NEW	111k	44.40	View chart
Ishares Tr Core Sp Mcp Etf (IJH)	0.4	$4.8M	+324%	80k	60.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$4.6M	+9%	36k	125.96	View chart
International Business Machines (IBM)	0.4	$4.6M		24k	190.96	View chart
Aon Shs Cl A (AON)	0.3	$4.5M	-3%	14k	333.71	View chart
Canadian Pacific Kansas City (CP)	0.3	$4.5M	-9%	51k	88.17	View chart
Home Depot (HD)	0.3	$4.4M	+37%	12k	383.61	View chart
TriCo Bancshares (TCBK)	0.3	$4.4M	-3%	120k	36.78	View chart
NVR (NVR)	0.3	$4.3M		536.00	8099.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$4.3M	-2%	21k	210.30	View chart
Abbvie (ABBV)	0.3	$4.3M		24k	182.10	View chart
Spdr Gold Shares Exchange Traded Funds (GLD)	0.3	$4.2M		20k	205.72	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$4.1M	+154%	18k	225.92	View chart
Ishares Tr Sp 500 Grwt Etf (IVW)	0.3	$4.1M	+158%	48k	84.44	View chart
Visa Com Cl A (V)	0.3	$3.9M	-2%	14k	279.08	View chart
MercadoLibre (MELI)	0.3	$3.9M	+17%	2.6k	1511.96	View chart
Raymond James Financial (RJF)	0.3	$3.8M	+74%	30k	128.42	View chart
Abbott Laboratories (ABT)	0.3	$3.7M	+28%	33k	113.66	View chart
Goldman Sachs (GS)	0.3	$3.5M	-2%	8.4k	417.71	View chart
Spotify Technology S A SHS (SPOT)	0.3	$3.5M		13k	263.90	View chart
Johnson & Johnson (JNJ)	0.3	$3.5M		22k	158.19	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$3.4M	+4%	42k	81.66	View chart
Eli Lilly & Co. (LLY)	0.3	$3.4M	+26%	4.4k	777.96	View chart
Ishares Tr Sp 500 Val Etf (IVE)	0.3	$3.4M	+826%	18k	186.81	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$3.4M	-8%	67k	50.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$3.4M	-39%	62k	54.40	View chart
Atlassian Corporation Cl A (TEAM)	0.3	$3.3M	+15%	17k	195.11	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$3.2M	-15%	48k	67.75	View chart
Chevron Corporation (CVX)	0.2	$3.2M	+92%	20k	157.73	View chart
United Rentals (URI)	0.2	$3.2M	-14%	4.5k	721.07	View chart
Broadcom (AVGO)	0.2	$3.1M	+14%	2.4k	1325.43	View chart
Pepsi (PEP)	0.2	$3.1M	+21%	18k	175.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.1M	-23%	54k	58.06	View chart
Merck & Co (MRK)	0.2	$3.1M	+3%	24k	131.95	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$3.1M	-10%	21k	148.44	View chart
Icici Bank Adr (IBN)	0.2	$3.1M	-7%	116k	26.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$3.0M	NEW	54k	56.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.0M		38k	79.86	View chart
Ishares Tr Us Tech Etf (IYW)	0.2	$2.9M	+49%	22k	135.06	View chart
Hershey Company (HSY)	0.2	$2.9M	+639%	15k	194.50	View chart
Steris Shs Usd (STE)	0.2	$2.9M	-7%	13k	224.81	View chart
Ishares Tr Core Sp Ttl Stk (ITOT)	0.2	$2.9M		25k	115.30	View chart
Avery Dennison Corporation (AVY)	0.2	$2.8M	+4%	12k	223.26	View chart
Arch Cap Group Ord (ACGL)	0.2	$2.7M	-8%	29k	92.44	View chart
Linde SHS (LIN)	0.2	$2.7M	-5%	5.8k	464.29	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$2.6M	-12%	140k	18.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.6M	+44%	35k	74.22	View chart
Tesla Motors (TSLA)	0.2	$2.6M	+80%	15k	175.79	View chart
Metropcs Communications (TMUS)	0.2	$2.5M	-6%	16k	163.22	View chart
Canadian Natural Resources (CNQ)	0.2	$2.5M	+280%	33k	76.32	View chart
Netflix (NFLX)	0.2	$2.5M	+20%	4.1k	607.33	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.5M	-10%	18k	136.05	View chart
Ubs Group SHS (UBS)	0.2	$2.4M	+234%	79k	30.72	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$2.4M	NEW	200k	11.93	View chart
Wells Fargo & Company (WFC)	0.2	$2.3M	-27%	40k	57.96	View chart
Copart (CPRT)	0.2	$2.3M	-12%	40k	57.92	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.3M	+22%	25k	92.42	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.3M	+8%	30k	76.36	View chart
Charles Schwab Corporation (SCHW)	0.2	$2.3M	+43%	32k	72.34	View chart
Waste Connections (WCN)	0.2	$2.3M	-8%	13k	172.01	View chart
CBOE Holdings (CBOE)	0.2	$2.3M	-9%	12k	183.73	View chart
Paypal Holdings (PYPL)	0.2	$2.2M	+2%	34k	66.99	View chart
Keurig Dr Pepper (KDP)	0.2	$2.2M	+102%	73k	30.67	View chart
TJX Companies (TJX)	0.2	$2.2M	+15%	21k	101.42	View chart
Analog Devices (ADI)	0.2	$2.2M	-17%	11k	197.79	View chart
Cme (CME)	0.2	$2.2M	-14%	10k	215.29	View chart
Microchip Technology (MCHP)	0.2	$2.1M	+278%	24k	89.71	View chart
Micron Technology (MU)	0.2	$2.1M	+73%	18k	117.89	View chart
Schlumberger Com Stk (SLB)	0.2	$2.0M	+88%	37k	54.81	View chart
Thomson Reuters Corp. (TRI)	0.2	$2.0M	-7%	13k	155.83	View chart
Philip Morris International (PM)	0.2	$2.0M	+33%	22k	91.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.0M		4.2k	481.59	View chart
Sanofi Sponsored Adr (SNY)	0.2	$2.0M	+9%	42k	48.60	View chart
Advanced Micro Devices (AMD)	0.2	$2.0M	+33%	11k	180.49	View chart
Spdr Sp 500 Etf Exchange Traded Funds (SPY)	0.2	$2.0M	+25%	3.8k	523.07	View chart
Spdr Index Shs Fds Sp Intl Etf (DWX)	0.2	$2.0M	-8%	57k	35.15	View chart
Anthem (ELV)	0.2	$2.0M	+3%	3.8k	518.58	View chart
Ameriprise Financial (AMP)	0.2	$2.0M	+3%	4.5k	438.48	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.0M	NEW	34k	57.57	View chart
Booking Holdings (BKNG)	0.1	$1.9M	-6%	533.00	3627.88	View chart
Delta Air Lines Incorporated Del Common (DAL)	0.1	$1.9M	NEW	40k	47.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.9M		6.0k	320.59	View chart
Automatic Data Processing (ADP)	0.1	$1.9M	-2%	7.4k	249.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.9M	+23%	5.5k	337.03	View chart
Target Corporation (TGT)	0.1	$1.8M	+167%	10k	177.21	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$1.8M	+17%	26k	68.83	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M	+14%	20k	91.39	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.8M	-8%	3.5k	504.60	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.8M	-29%	1.9k	941.26	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.8M	-22%	18k	96.73	View chart
Diamond Hill Invt Group Com New (DHIL)	0.1	$1.8M	+5%	12k	154.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.8M	-41%	19k	94.41	View chart
Amphenol Corp Cl A (APH)	0.1	$1.7M	-6%	15k	115.35	View chart
S&p Global (SPGI)	0.1	$1.7M	-4%	4.0k	425.44	View chart
Nasdaq Omx (NDAQ)	0.1	$1.7M	+17%	27k	63.10	View chart
Akamai Technologies (AKAM)	0.1	$1.7M	+231%	16k	108.76	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.7M		6.7k	247.78	View chart
Williams Companies (WMB)	0.1	$1.6M		42k	38.97	View chart
Amgen (AMGN)	0.1	$1.6M	+42%	5.7k	284.30	View chart
Eaton Corp SHS (ETN)	0.1	$1.6M	-10%	5.1k	312.65	View chart
Kla Corp Com New (KLAC)	0.1	$1.6M		2.3k	698.57	View chart
Natera (NTRA)	0.1	$1.6M	+2%	17k	91.46	View chart
F5 Networks (FFIV)	0.1	$1.5M	-2%	8.1k	189.59	View chart
Hca Holdings (HCA)	0.1	$1.5M	NEW	4.6k	333.53	View chart
Molina Healthcare (MOH)	0.1	$1.5M	-2%	3.7k	410.83	View chart
Monday SHS (MNDY)	0.1	$1.5M	NEW	6.7k	225.87	View chart
CarMax (KMX)	0.1	$1.5M	+2%	17k	87.11	View chart
Cummins (CMI)	0.1	$1.5M		5.1k	294.65	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$1.5M	+3%	9.0k	164.01	View chart
Altria (MO)	0.1	$1.5M	+8%	34k	43.62	View chart
Fortinet (FTNT)	0.1	$1.5M	NEW	21k	68.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.4M	-45%	17k	83.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.4M	-63%	13k	114.96	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.4M	NEW	41k	34.88	View chart
Unilever Spon Adr New (UL)	0.1	$1.4M	+4%	28k	50.19	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.4M	+49%	19k	74.81	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$1.4M	+15%	25k	57.41	View chart
Air Products & Chemicals (APD)	0.1	$1.4M	+39%	5.7k	242.26	View chart
Coca Cola Europacific Partne SHS (CCEP)	0.1	$1.4M	-6%	20k	69.95	View chart
First Solar (FSLR)	0.1	$1.4M	+30%	8.1k	168.80	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$1.4M	-3%	87k	15.68	View chart
Sealed Air (SEE)	0.1	$1.3M	+13%	36k	37.20	View chart
Emcor (EME)	0.1	$1.3M	-18%	3.8k	350.21	View chart
Mettler-Toledo International (MTD)	0.1	$1.3M	-54%	1.0k	1331.29	View chart
Epam Systems (EPAM)	0.1	$1.3M	-7%	4.8k	276.16	View chart
Pool Corporation (POOL)	0.1	$1.3M	-11%	3.2k	403.54	View chart
Cubesmart (CUBE)	0.1	$1.3M	+13%	29k	45.22	View chart
Qualcomm (QCOM)	0.1	$1.3M	-27%	7.5k	169.30	View chart
Old Dominion Freight Line (ODFL)	0.1	$1.3M	+94%	5.8k	219.31	View chart
Match Group (MTCH)	0.1	$1.3M		35k	36.28	View chart
Motorola Solutions Com New (MSI)	0.1	$1.2M	-62%	3.4k	354.94	View chart
BP Sponsored Adr (BP)	0.1	$1.2M	-6%	32k	37.68	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.2M	+7%	13k	92.89	View chart
Lowes Companies Incorporated Common (LOW)	0.1	$1.2M	+48%	4.6k	254.73	View chart
Crane Company Common Stock (CR)	0.1	$1.2M	-6%	8.7k	135.13	View chart
AFLAC Incorporated (AFL)	0.1	$1.2M	-18%	14k	85.86	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	+37%	12k	96.71	View chart
Boston Scientific Corporation (BSX)	0.1	$1.2M	+8%	17k	68.49	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$1.2M	-4%	2.7k	429.32	View chart
Nvent Electric SHS (NVT)	0.1	$1.1M	-4%	15k	75.40	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.1M	+9%	29k	39.53	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$1.1M	-7%	2.1k	522.88	View chart
McKesson Corporation (MCK)	0.1	$1.1M		2.1k	536.88	View chart
AmerisourceBergen (COR)	0.1	$1.1M	+61%	4.6k	242.99	View chart
Take-Two Interactive Software (TTWO)	0.1	$1.1M	-4%	7.5k	148.49	View chart
Kroger (KR)	0.1	$1.1M	-54%	19k	57.13	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.1M	+32%	26k	42.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-39%	27k	41.08	View chart
Phillips 66 (PSX)	0.1	$1.1M	+155%	6.6k	163.35	View chart
Intuit (INTU)	0.1	$1.1M		1.6k	650.09	View chart
Sap Se Spon Adr (SAP)	0.1	$1.1M	-37%	5.5k	195.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.1M	-4%	5.8k	182.62	View chart
Wabtec Corporation (WAB)	0.1	$1.1M	+37%	7.3k	145.69	View chart
Entegris (ENTG)	0.1	$1.1M	-3%	7.5k	140.55	View chart
Leidos Holdings (LDOS)	0.1	$1.0M		8.0k	131.10	View chart
Saia (SAIA)	0.1	$1.0M	-25%	1.8k	585.00	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	+221%	17k	60.17	View chart
Dick's Sporting Goods (DKS)	0.1	$1.0M	-11%	4.6k	224.86	View chart
Monolithic Power Systems (MPWR)	0.1	$1.0M	-8%	1.5k	677.55	View chart
Select Sector Spdr Tr Sbi Int Utils (XLU)	0.1	$1.0M	+9%	16k	65.65	View chart
American Express Company (AXP)	0.1	$1.0M	+72%	4.4k	227.69	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M	+13%	11k	94.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$997k	-14%	4.9k	201.51	View chart
Bruker Corporation (BRKR)	0.1	$979k		10k	93.94	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.1	$975k	-19%	28k	34.50	View chart
Valero Energy Corporation (VLO)	0.1	$969k	NEW	5.7k	170.69	View chart
Qualys (QLYS)	0.1	$962k	-12%	5.8k	166.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$962k	-3%	1.7k	581.21	View chart
Intel Corporation (INTC)	0.1	$962k	-2%	22k	44.17	View chart
Championx Corp (CHX)	0.1	$957k	-5%	27k	35.89	View chart
Martin Marietta Materials (MLM)	0.1	$957k	-3%	1.6k	613.98	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$955k	-8%	17k	57.70	View chart
Charles River Laboratories (CRL)	0.1	$950k	-5%	3.5k	270.95	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$938k	+13%	9.3k	100.82	View chart
Willscot Mobil Mini Hldng Com Cl A (WSC)	0.1	$925k	+42%	20k	46.50	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.1	$921k	+2%	78k	11.77	View chart
General Dynamics Corporation (GD)	0.1	$921k	-62%	3.3k	282.45	View chart
Darden Restaurants (DRI)	0.1	$903k	+3%	5.4k	167.16	View chart
SPS Commerce (SPSC)	0.1	$898k		4.9k	184.90	View chart
3M Company (MMM)	0.1	$896k	+9%	8.4k	106.07	View chart
Keysight Technologies (KEYS)	0.1	$894k	+33%	5.7k	156.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$884k	-13%	9.3k	94.63	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$879k	NEW	21k	42.95	View chart
Pinterest Cl A (PINS)	0.1	$879k	+109%	25k	34.67	View chart
Diamondback Energy (FANG)	0.1	$875k	NEW	4.4k	198.19	View chart
Paycom Software (PAYC)	0.1	$872k	+25%	4.4k	199.01	View chart
MetLife (MET)	0.1	$870k	-5%	12k	74.11	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$868k		19k	45.15	View chart
McDonald's Corporation (MCD)	0.1	$867k	+62%	3.1k	281.90	View chart
TransDigm Group Incorporated (TDG)	0.1	$862k	-27%	700.00	1231.88	View chart
International Flavors & Fragrances (IFF)	0.1	$859k		10k	85.99	View chart
Shell Spon Ads (SHEL)	0.1	$858k	-54%	13k	67.04	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 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
Mount Yale Investment Advisors 2020 Q2 filed July 9, 2020
Mount Yale Investment Advisors 2020 Q1 filed May 4, 2020

View all past filings

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