HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
201,097 | -19,113 | $62,242 |
| AAPL | 201,097 | -19,113 | $62,242 |
 BRISTOL MYERS SQUIBB CO |
$13,997 | ||
| BMY | 216,404 | +77,051 | $13,623 |
| RIGHT 99 99 9999 | 107,598 | +107,598 | $374 |
| ISHARES TR (IVV) |
36,280 | +2,756 | $11,727 |
| IVV | 36,280 | +2,756 | $11,727 |
| ALPHABET INC |
7,520 | -548 | $10,775 |
| GOOGL | 7,520 | -548 | $10,775 |
| INTEL CORP |
166,227 | -3,081 | $10,627 |
| INTC | 166,227 | -3,081 | $10,627 |
| CVS HEALTH CORP |
149,861 | +1,954 | $10,164 |
| CVS | 149,861 | +1,954 | $10,164 |
| LAM RESEARCH CORP |
30,103 | -3,621 | $8,977 |
| LRCX | 30,103 | -3,621 | $8,977 |
| UNITEDHEALTH GROUP INC |
32,098 | -2,421 | $8,745 |
| UNH | 32,098 | -2,421 | $8,745 |
| DELTA AIR LINES INC DEL |
152,710 | -151 | $8,512 |
| DAL | 152,710 | -151 | $8,512 |
| L BRANDS INC |
357,690 | -10,871 | $8,284 |
| LB | 357,690 | -10,871 | $8,284 |
| SHERWIN WILLIAMS CO |
14,226 | -3,236 | $7,924 |
| SHW | 14,226 | -3,236 | $7,924 |
| GENERAL MTRS CO |
235,123 | +218,029 | $7,851 |
| GM | 235,123 | +218,029 | $7,851 |
| CITIGROUP INC |
104,653 | -1,357 | $7,787 |
| C | 104,653 | -1,357 | $7,787 |
| INTERNATIONAL BUSINESS MACHS |
53,360 | +51,634 | $7,669 |
| IBM | 53,360 | +51,634 | $7,669 |
| FIRSTENERGY CORP |
149,592 | +4,325 | $7,598 |
| FE | 149,592 | +4,325 | $7,598 |
| ISHARES TR (IWM) |
47,236 | +3,435 | $7,583 |
| IWM | 47,236 | +3,435 | $7,583 |
| MARATHON PETE CORP |
138,025 | +13,032 | $7,522 |
| MPC | 138,025 | +13,032 | $7,522 |
| KROGER CO |
279,840 | +1,349 | $7,516 |
| KR | 279,840 | +1,349 | $7,516 |
| GENERAL MLS INC |
143,701 | +143,701 | $7,504 |
| GIS | 143,701 | +143,701 | $7,504 |
| ALLY FINL INC |
231,312 | +8,136 | $7,409 |
| ALLY | 231,312 | +8,136 | $7,409 |
| COMCAST CORP NEW |
171,525 | -5,483 | $7,408 |
| CMCSA | 171,525 | -5,483 | $7,408 |
| TEXAS INSTRS INC |
59,771 | +59,771 | $7,211 |
| TXN | 59,771 | +59,771 | $7,211 |
| VANGUARD WHITEHALL FDS INC (VYM) |
74,338 | +14,084 | $6,792 |
| VYM | 74,338 | +14,084 | $6,792 |
| FACEBOOK INC |
33,227 | +1,300 | $6,709 |
| FB | 33,227 | +1,300 | $6,709 |
| SIMON PPTY GROUP INC NEW |
49,876 | +5,059 | $6,641 |
| SPG | 49,876 | +5,059 | $6,641 |
| VIACOMCBS INC |
187,779 | +187,779 | $6,409 |
| CBS | 187,779 | +187,779 | $6,409 |
| LYONDELLBASELL INDUSTRIES N |
78,307 | -1,986 | $6,097 |
| LYB | 78,307 | -1,986 | $6,097 |
| SPDR INDEX SHS FDS (DWX) |
124,087 | -402 | $4,961 |
| DWX | 124,087 | -402 | $4,961 |
| ALPHABET INC |
3,329 | -1,762 | $4,775 |
| GOOG | 3,329 | -1,762 | $4,775 |
| VISA INC |
23,352 | -3,088 | $4,646 |
| V | 23,352 | -3,088 | $4,646 |
| TRICO BANCSHARES (TCBK) |
123,769 | UNCH | $4,505 |
| TCBK | 123,769 | UNCH | $4,505 |
| ASML HOLDING N V |
15,237 | -718 | $4,276 |
| ASML | 15,237 | -718 | $4,276 |
| NVR INC |
1,072 | UNCH | $4,092 |
| NVR | 1,072 | UNCH | $4,092 |
| DISNEY WALT CO |
28,476 | +387 | $3,939 |
| DIS | 28,476 | +387 | $3,939 |
| SELECT SECTOR SPDR TR (XLK) |
39,346 | -804 | $3,751 |
| XLK | 39,346 | -804 | $3,751 |
| CHUBB LIMITED |
24,124 | +1,561 | $3,667 |
| CB | 24,124 | +1,561 | $3,667 |
| BOOKING HLDGS INC |
1,991 | +32 | $3,645 |
| BKNG | 1,991 | +32 | $3,645 |
| SHOPIFY INC |
7,800 | -9 | $3,632 |
| SHOP | 7,800 | -9 | $3,632 |
| ACCENTURE PLC IRELAND |
17,474 | -310 | $3,586 |
| ACN | 17,474 | -310 | $3,586 |
| HOME DEPOT INC |
15,284 | -1,328 | $3,486 |
| HD | 15,284 | -1,328 | $3,486 |
| ISHARES TR (IEFA) |
51,183 | +7,739 | $3,248 |
| IEFA | 51,183 | +7,739 | $3,248 |
| RESMED INC |
20,331 | -360 | $3,232 |
| RMD | 20,331 | -360 | $3,232 |
| BERKSHIRE HATHAWAY INC DEL |
$3,086 | ||
| BRK.B | 13,750 | +2,592 | $3,086 |
| CANADIAN PAC RY LTD |
11,502 | +11 | $3,057 |
| CP | 11,502 | +11 | $3,057 |
| TAIWAN SEMICONDUCTOR MFG LTD |
52,757 | +158 | $2,846 |
| TSM | 52,757 | +158 | $2,846 |
| MASTERCARD INC |
8,940 | -1,363 | $2,825 |
| MA | 8,940 | -1,363 | $2,825 |
| HDFC BANK LTD |
48,082 | -1,283 | $2,754 |
| HDB | 48,082 | -1,283 | $2,754 |
| ISHARES TR (IJR) |
33,497 | +2,160 | $2,696 |
| IJR | 33,497 | +2,160 | $2,696 |
| ISHARES TR (EFA) |
39,527 | -2,346 | $2,667 |
| EFA | 39,527 | -2,346 | $2,667 |
| SPOTIFY TECHNOLOGY S A |
18,620 | UNCH | $2,631 |
| SPOT | 18,620 | UNCH | $2,631 |
See Full List: All Stocks Held By Mount Yale Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mount Yale Investment Advisors LLC
|
Size ($ in 1000's)
At 12/31/2019: $575,803 At 09/30/2019: $558,903 Mount Yale Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mount Yale Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |
