HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
220,210 | -68,569 | $57,686 |
| AAPL | 220,210 | -78,569 | $57,686 |
| CELGENE CORP |
107,635 | -2,172 | $11,840 |
| CELG | 107,635 | -2,172 | $11,840 |
| CVS HEALTH CORP |
147,907 | -31,035 | $10,701 |
| CVS | 147,907 | -31,035 | $10,701 |
| ALPHABET INC |
8,068 | -2,871 | $10,466 |
| GOOGL | 8,068 | -2,871 | $10,466 |
| ISHARES TR (IVV) |
33,524 | -532 | $10,415 |
| IVV | 33,524 | -532 | $10,415 |
| SHERWIN WILLIAMS CO |
17,462 | +19,924 | $10,254 |
| SHW | 17,462 | -2,276 | $10,254 |
| INTEL CORP |
169,308 | -16,658 | $9,854 |
| INTC | 169,308 | -16,658 | $9,854 |
| LAM RESEARCH CORP |
33,724 | -7,589 | $9,106 |
| LRCX | 33,724 | -7,589 | $9,106 |
| UNITEDHEALTH GROUP INC |
34,519 | +29,793 | $8,811 |
| UNH | 34,519 | +29,793 | $8,811 |
| DELTA AIR LINES INC DEL |
152,861 | -6,441 | $8,747 |
| DAL | 152,861 | -6,441 | $8,747 |
| BRISTOL MYERS SQUIBB CO |
139,353 | -12,046 | $8,137 |
| BMY | 139,353 | -12,046 | $8,137 |
| MARATHON PETE CORP |
124,993 | -21,601 | $8,112 |
| MPC | 124,993 | -21,601 | $8,112 |
| COMCAST CORP NEW |
177,008 | -6,804 | $8,006 |
| CMCSA | 177,008 | -6,804 | $8,006 |
| CITIGROUP INC |
106,010 | -4,541 | $7,958 |
| C | 106,010 | -4,541 | $7,958 |
| LYONDELLBASELL INDUSTRIES N |
80,293 | -1,964 | $7,755 |
| LYB | 80,293 | -1,964 | $7,755 |
| BEST BUY INC |
102,021 | -1,813 | $7,671 |
| BBY | 102,021 | -1,813 | $7,671 |
| KROGER CO |
278,491 | -15,812 | $7,519 |
| KR | 278,491 | -15,812 | $7,519 |
| WALMART INC |
61,044 | -13,368 | $7,272 |
| WMT | 61,044 | -13,368 | $7,272 |
| VIACOM INC NEW |
319,064 | +67,922 | $7,196 |
| VIAB | 319,064 | +67,922 | $7,196 |
| HP INC |
368,345 | -3,210 | $7,194 |
| HPQ | 368,345 | -3,210 | $7,194 |
| TE CONNECTIVITY LTD |
76,226 | -3,029 | $7,103 |
| TEL | 76,226 | -3,029 | $7,103 |
| ISHARES TR (IWM) |
43,801 | -3,198 | $6,957 |
| IWM | 43,801 | -3,198 | $6,957 |
| ALLY FINL INC |
223,176 | +223,176 | $6,952 |
| ALLY | 223,176 | +223,176 | $6,952 |
| SIMON PPTY GROUP INC NEW |
44,817 | +3,716 | $6,884 |
| SPG | 44,817 | +3,716 | $6,884 |
| FIRSTENERGY CORP |
145,267 | -36,666 | $6,726 |
| FE | 145,267 | -36,666 | $6,726 |
| ALPHABET INC |
5,091 | -3,584 | $6,612 |
| GOOG | 5,091 | -3,584 | $6,612 |
| L BRANDS INC |
368,561 | +81,813 | $6,461 |
| LB | 368,561 | +81,813 | $6,461 |
| FACEBOOK INC |
31,927 | -204 | $6,209 |
| FB | 31,927 | -204 | $6,209 |
| VANGUARD WHITEHALL FDS INC (VYM) |
60,254 | -259 | $5,495 |
| VYM | 60,254 | -259 | $5,495 |
| SPDR INDEX SHS FDS (DWX) |
124,489 | -1,107 | $4,981 |
| DWX | 124,489 | -1,107 | $4,981 |
| TRICO BANCSHARES (TCBK) |
123,769 | UNCH | $4,784 |
| TCBK | 123,769 | UNCH | $4,784 |
| VISA INC |
26,440 | +3,024 | $4,752 |
| V | 26,440 | -576 | $4,752 |
| ASML HOLDING N V |
15,955 | -1,332 | $4,269 |
| ASML | 15,955 | -1,332 | $4,269 |
| DISNEY WALT CO |
28,089 | +222 | $3,893 |
| DIS | 28,089 | +222 | $3,893 |
| HOME DEPOT INC |
16,612 | -638 | $3,873 |
| HD | 16,612 | -638 | $3,873 |
| NVR INC |
1,072 | UNCH | $3,846 |
| NVR | 1,072 | UNCH | $3,846 |
| BOOKING HLDGS INC |
1,959 | -91 | $3,675 |
| BKNG | 1,959 | -91 | $3,675 |
| SELECT SECTOR SPDR TR (XLK) |
40,150 | +446 | $3,471 |
| XLK | 40,150 | +446 | $3,471 |
| CHUBB LIMITED |
22,563 | -127 | $3,416 |
| CB | 22,563 | -127 | $3,416 |
| ACCENTURE PLC IRELAND |
17,784 | -768 | $3,404 |
| ACN | 17,784 | -768 | $3,404 |
| HDFC BANK LTD |
49,365 | +23,617 | $3,039 |
| HDB | 49,365 | +23,617 | $3,039 |
| RESMED INC |
20,691 | -901 | $2,983 |
| RMD | 20,691 | -901 | $2,983 |
| TJX COS INC NEW |
49,147 | +1,235 | $2,870 |
| TJX | 49,147 | +1,235 | $2,870 |
| ISHARES TR (EFA) |
41,873 | -2 | $2,861 |
| EFA | 41,873 | -2 | $2,861 |
| MASTERCARD INC |
10,303 | -542 | $2,855 |
| MA | 10,303 | -542 | $2,855 |
| ISHARES TR (IEFA) |
43,444 | +2,644 | $2,785 |
| IEFA | 43,444 | +2,644 | $2,785 |
| ISHARES TR (IWB) |
16,226 | +9,093 | $2,778 |
| IWB | 16,226 | +9,093 | $2,778 |
| TAIWAN SEMICONDUCTOR MFG LTD |
52,599 | -2,856 | $2,743 |
| TSM | 52,599 | -2,856 | $2,743 |
| SPOTIFY TECHNOLOGY S A |
18,620 | -680 | $2,726 |
| SPOT | 18,620 | -680 | $2,726 |
| CANADIAN PAC RY LTD |
11,491 | -595 | $2,701 |
| CP | 11,491 | -595 | $2,701 |
See Full List: All Stocks Held By Mount Yale Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mount Yale Investment Advisors LLC
|
Size ($ in 1000's)
At 09/30/2019: $558,903 At 06/30/2019: $541,674 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 |
