HoldingsChannel.com
Mount Yale Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 198,693 -2,404 $50,526
     AAPL198,693-2,404$50,526
BRISTOL MYERS SQUIBB CO      $12,405
     BMY215,228-1,176$11,997
     RIGHT 99 99 9999107,252-346$408
ISHARES TR (IVV) 40,506 +4,226 $10,467
     IVV40,506+4,226$10,467
INTEL CORP 164,382 -1,845 $8,896
     INTC164,382-1,845$8,896
CVS HEALTH CORP 148,462 -1,399 $8,808
     CVS148,462-1,399$8,808
ALPHABET INC 7,457 -63 $8,665
     GOOGL7,457-63$8,665
KROGER CO 279,140 -700 $8,408
     KR279,140-700$8,408
UNITEDHEALTH GROUP INC 31,365 -733 $7,822
     UNH31,365-733$7,822
GENERAL MLS INC 142,289 -1,412 $7,509
     GIS142,289-1,412$7,509
LAM RESEARCH CORP 29,574 -529 $7,098
     LRCX29,574-529$7,098
SHERWIN WILLIAMS CO 14,239 +13 $6,543
     SHW14,239+13$6,543
COMCAST CORP NEW 175,909 +4,384 $6,048
     CMCSA175,909+4,384$6,048
FIRSTENERGY CORP 149,133 -459 $5,976
     FE149,133-459$5,976
TEXAS INSTRS INC 59,579 -192 $5,954
     TXN59,579-192$5,954
INTERNATIONAL BUSINESS MACHS 53,089 -271 $5,889
     IBM53,089-271$5,889
OLD NATL BANCORP IND 427,275 +405,000 $5,636
     ONB427,275+405,000$5,636
FACEBOOK INC 32,009 -1,218 $5,339
     FB32,009-1,218$5,339
GENERAL MTRS CO 238,575 +3,452 $4,958
     GM238,575+3,452$4,958
AT&T INC 164,170 +164,170 $4,786
     T164,170+164,170$4,786
VANGUARD WHITEHALL FDS (VYM) 61,387 -12,951 $4,343
     VYM61,387-12,951$4,343
CITIGROUP INC 102,702 -1,951 $4,326
     C102,702-1,951$4,326
DELTA AIR LINES INC DEL 142,217 -10,493 $4,057
     DAL142,217-10,493$4,057
LYONDELLBASELL INDUSTRIES N 79,776 +1,469 $3,959
     LYB79,776+1,469$3,959
ASML HOLDING N V 14,727 -510 $3,853
     ASML14,727-510$3,853
GRAINGER W W INC 15,152 +15,152 $3,765
     GWW15,152+15,152$3,765
ALPHABET INC 3,221 -108 $3,745
     GOOG3,221-108$3,745
SPDR INDEX SHS FDS (DWX) 121,476 -2,611 $3,721
     DWX121,476-2,611$3,721
TRICO BANCSHARES (TCBK) 123,769 UNCH $3,691
     TCBK123,769UNCH$3,691
VISA INC 22,477 -875 $3,622
     V22,477-875$3,622
ALLY FINL INC 234,507 +3,195 $3,384
     ALLY234,507+3,195$3,384
MARATHON PETE CORP 139,418 +1,393 $3,293
     MPC139,418+1,393$3,293
STERIS PLC 23,291 +9,528 $3,260
     STE23,291+9,528$3,260
SELECT SECTOR SPDR TR (XLK) 37,853 -1,493 $3,042
     XLK37,853-1,493$3,042
ISHARES TR (IEFA) 60,275 +9,092 $3,007
     IEFA60,275+9,092$3,007
HOME DEPOT INC 15,860 +576 $2,961
     HD15,860+576$2,961
DISNEY WALT CO 30,495 +2,019 $2,946
     DIS30,495+2,019$2,946
RESMED INC 19,980 -351 $2,943
     RMD19,980-351$2,943
ACCENTURE PLC IRELAND 17,312 -162 $2,826
     ACN17,312-162$2,826
SIMON PPTY GROUP INC NEW 51,002 +1,126 $2,798
     SPG51,002+1,126$2,798
CHUBB LIMITED 24,425 +301 $2,728
     CB24,425+301$2,728
ISHARES TR (IWM) 23,784 -23,452 $2,722
     IWM23,784-23,452$2,722
BOOKING HLDGS INC 1,844 -147 $2,481
     BKNG1,844-147$2,481
CANADIAN PAC RY LTD 11,000 -502 $2,415
     CP11,000-502$2,415
PROGRESSIVE CORP OHIO 32,673 +449 $2,413
     PGR32,673+449$2,413
TAIWAN SEMICONDUCTOR MFG LTD 50,373 -2,384 $2,407
     TSM50,373-2,384$2,407
SPOTIFY TECHNOLOGY S A 18,731 +111 $2,275
     SPOT18,731+111$2,275
MASTERCARD INC 9,333 +393 $2,254
     MA9,333+393$2,254
ISHARES TR (EFA) 41,294 +1,767 $2,208
     EFA41,294+1,767$2,208
ZEBRA TECHNOLOGIES CORP 11,909 +950 $2,186
     ZBRA11,909+950$2,186
ISHARES TR (IJH) 14,916 +4,525 $2,146
     IJH14,916+4,525$2,146

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 03/31/2020: $443,516
At 12/31/2019: $575,803

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

Mount Yale Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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