Mount Yale Investment Advisors Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$12.22M2.0229,069+58.53%+$4.51M0.84
Agenus Inc.
AGEN
$41.93M0.3472,3000%+$02.86
BorgWarner Inc.
BWA
$6.06M0.08174,393+3.6%+$210,593.850.41
Eastman Chemical Company
EMN
$6.92M0.0669,029-3.52%-$252,655.700.47
Fox Corporation
FOXA
$5.8M0.04185,567+18.98%+$925,843.420.4
Everest Group, Ltd.
EG
$6.22M0.0415,654-2.83%-$181,258.890.43
Best Buy Co., Inc.
BBY
$6.28M0.0476,547+2.49%+$152,411.240.43
Skyworks Solutions, Inc.
SWKS
$5.84M0.0353,904-3.04%-$183,278.440.4
Tyson Foods, Inc.
TSN
$6.19M0.03105,434+44.23%+$1.9M0.42
Discover Financial Services
DFS
$7.91M0.0260,376-24.37%-$2.55M0.54
SBA Communications Corporation
SBAC
$5.43M0.0225,065New+$5.43M0.37
Corning Incorporated
GLW
$6.1M0.02184,977+47.66%+$1.97M0.42
Dollar General Corporation
DG
$6.81M0.0243,637+75.57%+$2.93M0.47
ICON Public Limited Company
ICLR
$5.3M0.0215,777-5.1%-$284,885.590.36
Halliburton Company
HAL
$6.13M0.02155,553+26.79%+$1.3M0.42
The Sherwin-Williams Company
SHW
$12.56M0.0136,162-12.89%-$1.86M0.86
Bristol-Myers Squibb Company
BMY
$9.79M0.01180,464+5.39%+$500,976.140.67
CVS Health Corporation
CVS
$8.7M0.01109,038+29.13%+$1.96M0.59
Apple Inc.
AAPL
$184.5M0.011.08M+5.92%+$10.3M12.6
NextEra Energy, Inc.
NEE
$9.02M0.01141,067+2.23%+$196,970.320.62
Citigroup Inc.
C
$7.49M0.01118,429-8.32%-$679,388.410.51
Raytheon Technologies Corporation
RTX
$7.13M0.0173,131New+$7.13M0.49
Comcast Corporation
CMCSA
$7.98M0.01184,130-2.79%-$229,061.820.55
Cisco Systems, Inc.
CSCO
$7.32M<0.01146,589-1.33%-$98,821.810.5
The Walt Disney Company
DIS
$5.76M<0.0147,066+39.35%+$1.63M0.39
The Procter & Gamble Company
PG
$7.14M<0.0144,016+0.97%+$68,794.720.49
UnitedHealth Group Incorporated
UNH
$7.95M<0.0116,074+84.29%+$3.64M0.54
Oracle Corporation
ORCL
$8.44M<0.0167,192-0.33%-$27,634.030.58
Novo Nordisk A/S
NVO
$8.04M<0.0162,618+1.38%+$109,267.960.55
Accenture plc
ACN
$5.29M<0.0115,264-2.25%-$122,007.900.36
Alphabet Inc.
GOOGL
$19.56M<0.01129,578+25.68%+$4M1.34
Alphabet Inc.
GOOG
$16.01M<0.01105,138+0.64%+$102,319.141.09
Microsoft Corporation
MSFT
$19.66M<0.0146,741+22.56%+$3.62M1.34
Meta Platforms, Inc.
META
$7.23M<0.0114,894-3.27%-$244,739.310.49
JPMorgan Chase & Co.
JPM
$7.24M<0.0136,123+136.08%+$4.17M0.49
Exxon Mobil Corporation
XOM
$6.27M<0.0153,972+3.14%+$190,748.460.43
Amazon.com, Inc.
AMZN
$14.44M<0.0180,069+70.12%+$5.95M0.99
NVIDIA Corporation
NVDA
$7.59M<0.018,401+11.58%+$787,917.440.52
SPDR Portfolio S&P 500 Value ETF
SPYV
$68.48M<0.011.37MNew+$68.48M4.68
Pacer US Cash Cows 100 ETF
COWZ
$28.97M<0.01498,483New+$28.97M1.98
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.05M<0.01561,155New+$41.05M2.8
JPMorgan Income ETF
JPIE
$11.71M<0.01256,921+3.77%+$425,712.940.8
Technology Select Sector SPDR Fund
XLK
$12.4M<0.0159,550+3.77%+$450,906.790.85
SPDR MSCI USA StrategicFactors ETF
QUS
$29.78M<0.01204,465New+$29.78M2.03
iShares Core S&P 500 ETF
IVV
$38.23M<0.0172,711-31.26%-$17.38M2.61
Financial Select Sector SPDR Fund
XLF
$7.43M<0.01176,424+23.87%+$1.43M0.51
iShares MSCI USA Quality Factor ETF
QUAL
$6.59M<0.0140,114-3.58%-$244,554.510.45
iShares Core Total USD Bond Market ETF
IUSB
$6.27M<0.01137,569+17.83%+$949,183.690.43
Vanguard High Dividend Yield Index Fund
VYM
$8.13M<0.0167,209+0.63%+$50,694.890.56
iShares Core MSCI Emerging Markets ETF
IEMG
$126.61M<0.0124,082-82.04%-$578.19M8.65