
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
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876,825 | -12,102 | $119,880 |
AAPL | 876,825 | -12,102 | $119,880 |
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61,193 | +10,803 | $23,201 |
IVV | 61,193 | +10,803 | $23,201 |
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6,306 | +10 | $13,742 |
GOOGL | 6,306 | +10 | $13,742 |
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42,426 | +1,997 | $10,896 |
MSFT | 42,426 | +1,997 | $10,896 |
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44,290 | -138 | $9,917 |
SHW | 44,290 | -138 | $9,917 |
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106,099 | +4,289 | $9,831 |
CVS | 106,099 | +4,289 | $9,831 |
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4,218 | -129 | $9,227 |
GOOG | 4,218 | -129 | $9,227 |
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98,256 | +65,076 | $8,958 |
MRK | 98,256 | +65,076 | $8,958 |
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209,495 | +23,118 | $8,933 |
CSCO | 209,495 | +23,118 | $8,933 |
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102,817 | +2,573 | $8,848 |
TSN | 102,817 | +2,573 | $8,848 |
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89,370 | -1,108 | $7,498 |
ESGU | 89,370 | -1,108 | $7,498 |
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65,346 | +8,371 | $7,359 |
JPM | 65,346 | +8,371 | $7,359 |
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185,855 | +20,266 | $7,293 |
CMCSA | 185,855 | +20,266 | $7,293 |
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50,316 | -403 | $7,235 |
PG | 50,316 | -403 | $7,235 |
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109,595 | +3,596 | $6,774 |
GILD | 109,595 | +3,596 | $6,774 |
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178,001 | +33,511 | $6,659 |
INTC | 178,001 | +33,511 | $6,659 |
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61,636 | +58,522 | $6,463 |
SWK | 61,636 | +58,522 | $6,463 |
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91,162 | +12,298 | $6,370 |
ORCL | 91,162 | +12,298 | $6,370 |
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93,399 | +4,458 | $6,304 |
CTSH | 93,399 | +4,458 | $6,304 |
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75,776 | -8,636 | $6,213 |
PSX | 75,776 | -8,636 | $6,213 |
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65,178 | -2,174 | $6,165 |
DFS | 65,178 | -2,174 | $6,165 |
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46,795 | +1,454 | $5,949 |
XLK | 46,795 | +1,454 | $5,949 |
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66,800 | +2,670 | $5,842 |
LYB | 66,800 | +2,670 | $5,842 |
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75,617 | -977 | $5,822 |
BMY | 75,617 | -977 | $5,822 |
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275,897 | +28,438 | $5,783 |
T | 275,897 | +28,438 | $5,783 |
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56,824 | +2,377 | $5,779 |
VYM | 56,824 | +2,377 | $5,779 |
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270,124 | +270,124 | $5,675 |
AES | 270,124 | +270,124 | $5,675 |
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123,769 | UNCH | $5,649 |
TCBK | 123,769 | UNCH | $5,649 |
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120,509 | +13,472 | $5,542 |
C | 120,509 | +13,472 | $5,542 |
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58,130 | +9,892 | $5,518 |
SPG | 58,130 | +9,892 | $5,518 |
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83,880 | +20,349 | $5,468 |
BBY | 83,880 | +20,349 | $5,468 |
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$5,435 | ||
BRK.B | 19,906 | -1,675 | $5,435 |
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10,149 | +148 | $5,213 |
UNH | 10,149 | +148 | $5,213 |
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155,749 | +9,743 | $5,197 |
BWA | 155,749 | +9,743 | $5,197 |
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33,497 | +902 | $5,130 |
ABBV | 33,497 | +902 | $5,130 |
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17,200 | +2,270 | $4,776 |
ACN | 17,200 | +2,270 | $4,776 |
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26,387 | +920 | $4,684 |
JNJ | 26,387 | +920 | $4,684 |
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55,382 | +32,179 | $4,458 |
EFG | 55,382 | +32,179 | $4,458 |
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19,547 | UNCH | $4,443 |
NSC | 19,547 | UNCH | $4,443 |
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21,203 | -850 | $4,371 |
STE | 21,203 | -850 | $4,371 |
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25,794 | -2,322 | $4,369 |
IWM | 25,794 | -2,322 | $4,369 |
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35,976 | -1,607 | $4,183 |
PGR | 35,976 | -1,607 | $4,183 |
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20,405 | +873 | $4,018 |
V | 20,405 | +873 | $4,018 |
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8,299 | -488 | $3,950 |
ASML | 8,299 | -488 | $3,950 |
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24,397 | +525 | $3,934 |
FB | 24,397 | +525 | $3,934 |
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18,732 | -597 | $3,927 |
RMD | 18,732 | -597 | $3,927 |
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36,860 | +35,056 | $3,915 |
AMZN | 36,860 | +35,056 | $3,915 |
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14,468 | -380 | $3,902 |
AON | 14,468 | -380 | $3,902 |
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40,547 | -3,370 | $3,747 |
IJR | 40,547 | -3,370 | $3,747 |
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39,475 | +1,810 | $3,726 |
DIS | 39,475 | +1,810 | $3,726 |
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
![]() At 06/30/2022: $793,618 At 03/31/2022: $919,894 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 |