HoldingsChannel.com
| Entity | Amount | Change
03/31/2020 to 06/30/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
206,944 | +8,251 | $75,493 |
| AAPL | 206,944 | +8,251 | $75,493 |
| ISHARES TR (IVV) |
40,420 | -86 | $12,518 |
| IVV | 40,420 | -86 | $12,518 |
 BRISTOL MYERS SQUIBB CO |
$10,595 | ||
| BMY | 173,675 | -41,553 | $10,212 |
| RIGHT 99 99 9999 | 107,100 | -152 | $383 |
| ALPHABET INC |
7,222 | -235 | $10,241 |
| GOOGL | 7,222 | -235 | $10,241 |
| SHERWIN WILLIAMS CO |
14,539 | +300 | $8,401 |
| SHW | 14,539 | +300 | $8,401 |
| CVS HEALTH CORP |
120,931 | -27,531 | $7,857 |
| CVS | 120,931 | -27,531 | $7,857 |
| FACEBOOK INC |
32,143 | +134 | $7,299 |
| FB | 32,143 | +134 | $7,299 |
| UNITEDHEALTH GROUP INC |
24,419 | -6,946 | $7,202 |
| UNH | 24,419 | -6,946 | $7,202 |
| OLD NATL BANCORP IND |
507,275 | +80,000 | $6,980 |
| ONB | 507,275 | +80,000 | $6,980 |
| INTEL CORP |
114,508 | -49,874 | $6,851 |
| INTC | 114,508 | -49,874 | $6,851 |
| LAM RESEARCH CORP |
20,385 | -9,189 | $6,594 |
| LRCX | 20,385 | -9,189 | $6,594 |
| KROGER CO |
170,122 | -109,018 | $5,759 |
| KR | 170,122 | -109,018 | $5,759 |
| BEST BUY INC |
65,884 | +65,884 | $5,750 |
| BBY | 65,884 | +65,884 | $5,750 |
| MARATHON PETE CORP |
150,385 | +10,967 | $5,621 |
| MPC | 150,385 | +10,967 | $5,621 |
| TEXAS INSTRS INC |
44,044 | -15,535 | $5,592 |
| TXN | 44,044 | -15,535 | $5,592 |
| VANGUARD WHITEHALL FDS (VYM) |
70,504 | +9,117 | $5,554 |
| VYM | 70,504 | +9,117 | $5,554 |
| COMCAST CORP NEW |
141,220 | -34,689 | $5,505 |
| CMCSA | 141,220 | -34,689 | $5,505 |
| CITIGROUP INC |
104,369 | +1,667 | $5,333 |
| C | 104,369 | +1,667 | $5,333 |
| GENERAL MLS INC |
86,499 | -55,790 | $5,333 |
| GIS | 86,499 | -55,790 | $5,333 |
| INTERNATIONAL BUSINESS MACHS |
43,978 | -9,111 | $5,311 |
| IBM | 43,978 | -9,111 | $5,311 |
| LYONDELLBASELL INDUSTRIES N |
78,222 | -1,554 | $5,141 |
| LYB | 78,222 | -1,554 | $5,141 |
| SIMON PPTY GROUP INC NEW |
73,589 | +22,587 | $5,032 |
| SPG | 73,589 | +22,587 | $5,032 |
| ASML HOLDING N V |
13,584 | -1,143 | $4,999 |
| ASML | 13,584 | -1,143 | $4,999 |
| AT&T INC |
164,146 | -24 | $4,962 |
| T | 164,146 | -24 | $4,962 |
| AMERICAN EXPRESS CO |
52,095 | +52,095 | $4,959 |
| AXP | 52,095 | +52,095 | $4,959 |
| FIRSTENERGY CORP |
121,940 | -27,193 | $4,729 |
| FE | 121,940 | -27,193 | $4,729 |
| GRAINGER W W INC |
14,789 | -363 | $4,646 |
| GWW | 14,789 | -363 | $4,646 |
| SHOPIFY INC |
4,858 | +32 | $4,611 |
| SHOP | 4,858 | +32 | $4,611 |
| LULULEMON ATHLETICA INC |
14,539 | +3,818 | $4,536 |
| LULU | 14,539 | +3,818 | $4,536 |
| BORGWARNER INC |
125,457 | +125,457 | $4,429 |
| BWA | 125,457 | +125,457 | $4,429 |
| MICROSOFT CORP |
21,515 | +9,093 | $4,379 |
| MSFT | 21,515 | +9,093 | $4,379 |
| VISA INC |
22,522 | +45 | $4,351 |
| V | 22,522 | +45 | $4,351 |
| ALPHABET INC |
2,989 | -232 | $4,225 |
| GOOG | 2,989 | -232 | $4,225 |
| SPOTIFY TECHNOLOGY S A |
15,686 | -3,045 | $4,050 |
| SPOT | 15,686 | -3,045 | $4,050 |
| STERIS PLC |
25,635 | +2,344 | $3,934 |
| STE | 25,635 | +2,344 | $3,934 |
| RESMED INC |
20,379 | +399 | $3,913 |
| RMD | 20,379 | +399 | $3,913 |
| SELECT SECTOR SPDR TR (XLK) |
36,778 | -1,075 | $3,843 |
| XLK | 36,778 | -1,075 | $3,843 |
| SPDR INDEX SHS FDS (DWX) |
115,552 | -5,924 | $3,828 |
| DWX | 115,552 | -5,924 | $3,828 |
| TRICO BANCSHARES (TCBK) |
123,769 | UNCH | $3,769 |
| TCBK | 123,769 | UNCH | $3,769 |
| ACCENTURE PLC IRELAND |
17,412 | +100 | $3,739 |
| ACN | 17,412 | +100 | $3,739 |
| AMAZON COM INC |
1,313 | +599 | $3,622 |
| AMZN | 1,313 | +599 | $3,622 |
| MERCADOLIBRE INC |
3,655 | +223 | $3,603 |
| MELI | 3,655 | +223 | $3,603 |
| HOME DEPOT INC |
14,191 | -1,669 | $3,555 |
| HD | 14,191 | -1,669 | $3,555 |
| ISHARES TR (IWM) |
23,185 | -599 | $3,320 |
| IWM | 23,185 | -599 | $3,320 |
| SPDR GOLD TR (GLD) |
19,728 | +19,728 | $3,302 |
| GLD | 19,728 | +19,728 | $3,302 |
| DISNEY WALT CO |
28,776 | -1,719 | $3,209 |
| DIS | 28,776 | -1,719 | $3,209 |
| ABBVIE INC |
31,488 | +4,738 | $3,092 |
| ABBV | 31,488 | +4,738 | $3,092 |
| ISHARES TR (ESGU) |
42,338 | +23,126 | $2,963 |
| ESGU | 42,338 | +23,126 | $2,963 |
| FISERV INC |
30,281 | +16,006 | $2,956 |
| FISV | 30,281 | +16,006 | $2,956 |
| PROGRESSIVE CORP OHIO |
36,848 | +4,175 | $2,952 |
| PGR | 36,848 | +4,175 | $2,952 |
See Full List: All Stocks Held By Mount Yale Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mount Yale Investment Advisors LLC
|
Size ($ in 1000's)
At 06/30/2020: $558,231 At 03/31/2020: $443,516 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 |
