
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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$175,138 | ||
AAPL | 901,358 | -43,901 | $174,836 |
Call | 2,600 | UNCH | $302 |
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67,827 | +2,777 | $30,231 |
IVV | 67,827 | +2,777 | $30,231 |
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108,184 | -19,131 | $12,950 |
GOOGL | 108,184 | -19,131 | $12,950 |
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105,277 | +12,029 | $12,735 |
GOOG | 105,277 | +12,029 | $12,735 |
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36,737 | -1,313 | $12,510 |
MSFT | 36,737 | -1,313 | $12,510 |
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41,959 | -1,797 | $11,141 |
SHW | 41,959 | -1,797 | $11,141 |
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183,831 | -25,480 | $9,511 |
CSCO | 183,831 | -25,480 | $9,511 |
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65,097 | -4,106 | $9,468 |
JPM | 65,097 | -4,106 | $9,468 |
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100,844 | +95,109 | $9,035 |
MCHP | 100,844 | +95,109 | $9,035 |
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205,086 | -10,285 | $8,521 |
CMCSA | 205,086 | -10,285 | $8,521 |
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120,158 | +17,187 | $8,307 |
CVS | 120,158 | +17,187 | $8,307 |
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63,060 | -6,061 | $7,369 |
DFS | 63,060 | -6,061 | $7,369 |
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86,236 | -2,249 | $7,067 |
BBY | 86,236 | -2,249 | $7,067 |
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73,983 | +2,893 | $7,059 |
EFG | 73,983 | +2,893 | $7,059 |
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75,108 | +90 | $7,038 |
SWK | 75,108 | +90 | $7,038 |
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40,363 | +1,611 | $7,018 |
XLK | 40,363 | +1,611 | $7,018 |
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106,933 | +1,218 | $6,981 |
CTSH | 106,933 | +1,218 | $6,981 |
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205,327 | -6,505 | $6,981 |
FOXA | 205,327 | -6,505 | $6,981 |
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65,281 | +459 | $6,924 |
VYM | 65,281 | +459 | $6,924 |
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135,607 | +22,203 | $6,921 |
TSN | 135,607 | +22,203 | $6,921 |
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59,578 | -1,671 | $6,880 |
SPG | 59,578 | -1,671 | $6,880 |
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171,606 | -4,207 | $6,672 |
FE | 171,606 | -4,207 | $6,672 |
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49,103 | +2,636 | $6,622 |
QUAL | 49,103 | +2,636 | $6,622 |
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179,655 | +6,121 | $6,590 |
PFE | 179,655 | +6,121 | $6,590 |
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68,809 | -2,054 | $6,563 |
PSX | 68,809 | -2,054 | $6,563 |
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55,954 | -959 | $6,480 |
CE | 55,954 | -959 | $6,480 |
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181,694 | +181,694 | $6,367 |
GLW | 181,694 | +181,694 | $6,367 |
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41,870 | -1,536 | $6,353 |
PG | 41,870 | -1,536 | $6,353 |
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$6,289 | ||
BRK.B | 18,442 | -3,036 | $6,289 |
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129,203 | -742 | $5,949 |
C | 129,203 | -742 | $5,949 |
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54,451 | +24 | $5,840 |
XOM | 54,451 | +24 | $5,840 |
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44,109 | +1,077 | $5,750 |
AMZN | 44,109 | +1,077 | $5,750 |
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170,265 | +9,054 | $5,740 |
XLF | 170,265 | +9,054 | $5,740 |
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103,415 | +1,342 | $5,657 |
FIS | 103,415 | +1,342 | $5,657 |
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123,614 | +7,985 | $5,621 |
IUSB | 123,614 | +7,985 | $5,621 |
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33,761 | +5,959 | $5,464 |
NVO | 33,761 | +5,959 | $5,464 |
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84,152 | +924 | $5,382 |
BMY | 84,152 | +924 | $5,382 |
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39,356 | +2,380 | $5,224 |
XLV | 39,356 | +2,380 | $5,224 |
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14,376 | -289 | $4,962 |
AON | 14,376 | -289 | $4,962 |
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20,650 | UNCH | $4,683 |
NSC | 20,650 | UNCH | $4,683 |
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65,246 | +20,087 | $4,587 |
AAP | 65,246 | +20,087 | $4,587 |
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12,259 | -399 | $4,529 |
QQQ | 12,259 | -399 | $4,529 |
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27,199 | -906 | $4,502 |
JNJ | 27,199 | -906 | $4,502 |
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61,797 | -5,182 | $4,423 |
AZN | 61,797 | -5,182 | $4,423 |
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5,871 | -244 | $4,255 |
ASML | 5,871 | -244 | $4,255 |
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8,844 | +5 | $4,251 |
UNH | 8,844 | +5 | $4,251 |
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13,035 | -276 | $4,239 |
RACE | 13,035 | -276 | $4,239 |
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43,206 | +726 | $4,211 |
ESGU | 43,206 | +726 | $4,211 |
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41,737 | +1,625 | $4,159 |
IJR | 41,737 | +1,625 | $4,159 |
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13,466 | -1,657 | $4,155 |
ACN | 13,466 | -1,657 | $4,155 |
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 06/30/2023: $944,045 At 03/31/2023: $890,502 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 |