HoldingsChannel.com
Mount Yale Investment Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 220,210 -68,569 $57,686
     AAPL220,210-78,569$57,686
CELGENE CORP 107,635 -2,172 $11,840
     CELG107,635-2,172$11,840
CVS HEALTH CORP 147,907 -31,035 $10,701
     CVS147,907-31,035$10,701
ALPHABET INC 8,068 -2,871 $10,466
     GOOGL8,068-2,871$10,466
ISHARES TR (IVV) 33,524 -532 $10,415
     IVV33,524-532$10,415
SHERWIN WILLIAMS CO 17,462 +19,924 $10,254
     SHW17,462-2,276$10,254
INTEL CORP 169,308 -16,658 $9,854
     INTC169,308-16,658$9,854
LAM RESEARCH CORP 33,724 -7,589 $9,106
     LRCX33,724-7,589$9,106
UNITEDHEALTH GROUP INC 34,519 +29,793 $8,811
     UNH34,519+29,793$8,811
DELTA AIR LINES INC DEL 152,861 -6,441 $8,747
     DAL152,861-6,441$8,747
BRISTOL MYERS SQUIBB CO 139,353 -12,046 $8,137
     BMY139,353-12,046$8,137
MARATHON PETE CORP 124,993 -21,601 $8,112
     MPC124,993-21,601$8,112
COMCAST CORP NEW 177,008 -6,804 $8,006
     CMCSA177,008-6,804$8,006
CITIGROUP INC 106,010 -4,541 $7,958
     C106,010-4,541$7,958
LYONDELLBASELL INDUSTRIES N 80,293 -1,964 $7,755
     LYB80,293-1,964$7,755
BEST BUY INC 102,021 -1,813 $7,671
     BBY102,021-1,813$7,671
KROGER CO 278,491 -15,812 $7,519
     KR278,491-15,812$7,519
WALMART INC 61,044 -13,368 $7,272
     WMT61,044-13,368$7,272
VIACOM INC NEW 319,064 +67,922 $7,196
     VIAB319,064+67,922$7,196
HP INC 368,345 -3,210 $7,194
     HPQ368,345-3,210$7,194
TE CONNECTIVITY LTD 76,226 -3,029 $7,103
     TEL76,226-3,029$7,103
ISHARES TR (IWM) 43,801 -3,198 $6,957
     IWM43,801-3,198$6,957
ALLY FINL INC 223,176 +223,176 $6,952
     ALLY223,176+223,176$6,952
SIMON PPTY GROUP INC NEW 44,817 +3,716 $6,884
     SPG44,817+3,716$6,884
FIRSTENERGY CORP 145,267 -36,666 $6,726
     FE145,267-36,666$6,726
ALPHABET INC 5,091 -3,584 $6,612
     GOOG5,091-3,584$6,612
L BRANDS INC 368,561 +81,813 $6,461
     LB368,561+81,813$6,461
FACEBOOK INC 31,927 -204 $6,209
     FB31,927-204$6,209
VANGUARD WHITEHALL FDS INC (VYM) 60,254 -259 $5,495
     VYM60,254-259$5,495
SPDR INDEX SHS FDS (DWX) 124,489 -1,107 $4,981
     DWX124,489-1,107$4,981
TRICO BANCSHARES (TCBK) 123,769 UNCH $4,784
     TCBK123,769UNCH$4,784
VISA INC 26,440 +3,024 $4,752
     V26,440-576$4,752
ASML HOLDING N V 15,955 -1,332 $4,269
     ASML15,955-1,332$4,269
DISNEY WALT CO 28,089 +222 $3,893
     DIS28,089+222$3,893
HOME DEPOT INC 16,612 -638 $3,873
     HD16,612-638$3,873
NVR INC 1,072 UNCH $3,846
     NVR1,072UNCH$3,846
BOOKING HLDGS INC 1,959 -91 $3,675
     BKNG1,959-91$3,675
SELECT SECTOR SPDR TR (XLK) 40,150 +446 $3,471
     XLK40,150+446$3,471
CHUBB LIMITED 22,563 -127 $3,416
     CB22,563-127$3,416
ACCENTURE PLC IRELAND 17,784 -768 $3,404
     ACN17,784-768$3,404
HDFC BANK LTD 49,365 +23,617 $3,039
     HDB49,365+23,617$3,039
RESMED INC 20,691 -901 $2,983
     RMD20,691-901$2,983
TJX COS INC NEW 49,147 +1,235 $2,870
     TJX49,147+1,235$2,870
ISHARES TR (EFA) 41,873 -2 $2,861
     EFA41,873-2$2,861
MASTERCARD INC 10,303 -542 $2,855
     MA10,303-542$2,855
ISHARES TR (IEFA) 43,444 +2,644 $2,785
     IEFA43,444+2,644$2,785
ISHARES TR (IWB) 16,226 +9,093 $2,778
     IWB16,226+9,093$2,778
TAIWAN SEMICONDUCTOR MFG LTD 52,599 -2,856 $2,743
     TSM52,599-2,856$2,743
SPOTIFY TECHNOLOGY S A 18,620 -680 $2,726
     SPOT18,620-680$2,726
CANADIAN PAC RY LTD 11,491 -595 $2,701
     CP11,491-595$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

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

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