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Mount Yale Investment Advisors LLC Top Holdings
As of  06/30/2023, below is a summary of the Mount Yale Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Mount Yale Investment Advisors LLC. In the Mount Yale Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Mount Yale Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Mount Yale Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
APPLE INC      $175,138
     AAPL901,358-43,901$174,836
     Call2,600UNCH$302
ISHARES TR (IVV) 67,827 +2,777 $30,231
     IVV67,827+2,777$30,231
ALPHABET INC 108,184 -19,131 $12,950
     GOOGL108,184-19,131$12,950
ALPHABET INC 105,277 +12,029 $12,735
     GOOG105,277+12,029$12,735
MICROSOFT CORP 36,737 -1,313 $12,510
     MSFT36,737-1,313$12,510
SHERWIN WILLIAMS CO 41,959 -1,797 $11,141
     SHW41,959-1,797$11,141
CISCO SYS INC 183,831 -25,480 $9,511
     CSCO183,831-25,480$9,511
JPMORGAN CHASE & CO 65,097 -4,106 $9,468
     JPM65,097-4,106$9,468
MICROCHIP TECHNOLOGY INC. 100,844 +95,109 $9,035
     MCHP100,844+95,109$9,035
COMCAST CORP NEW 205,086 -10,285 $8,521
     CMCSA205,086-10,285$8,521
CVS HEALTH CORP 120,158 +17,187 $8,307
     CVS120,158+17,187$8,307
DISCOVER FINL SVCS 63,060 -6,061 $7,369
     DFS63,060-6,061$7,369
BEST BUY INC 86,236 -2,249 $7,067
     BBY86,236-2,249$7,067
ISHARES TR (EFG) 73,983 +2,893 $7,059
     EFG73,983+2,893$7,059
STANLEY BLACK & DECKER INC 75,108 +90 $7,038
     SWK75,108+90$7,038
SELECT SECTOR SPDR TR (XLK) 40,363 +1,611 $7,018
     XLK40,363+1,611$7,018
COGNIZANT TECHNOLOGY SOLUTIO 106,933 +1,218 $6,981
     CTSH106,933+1,218$6,981
FOX CORP 205,327 -6,505 $6,981
     FOXA205,327-6,505$6,981
VANGUARD WHITEHALL FDS (VYM) 65,281 +459 $6,924
     VYM65,281+459$6,924
TYSON FOODS INC 135,607 +22,203 $6,921
     TSN135,607+22,203$6,921
SIMON PPTY GROUP INC NEW 59,578 -1,671 $6,880
     SPG59,578-1,671$6,880
FIRSTENERGY CORP 171,606 -4,207 $6,672
     FE171,606-4,207$6,672
ISHARES TR (QUAL) 49,103 +2,636 $6,622
     QUAL49,103+2,636$6,622
PFIZER INC 179,655 +6,121 $6,590
     PFE179,655+6,121$6,590
PHILLIPS 66 68,809 -2,054 $6,563
     PSX68,809-2,054$6,563
CELANESE CORP DEL 55,954 -959 $6,480
     CE55,954-959$6,480
CORNING INC 181,694 +181,694 $6,367
     GLW181,694+181,694$6,367
PROCTER AND GAMBLE CO 41,870 -1,536 $6,353
     PG41,870-1,536$6,353
BERKSHIRE HATHAWAY INC DEL      $6,289
     BRK.B18,442-3,036$6,289
CITIGROUP INC 129,203 -742 $5,949
     C129,203-742$5,949
EXXON MOBIL CORP 54,451 +24 $5,840
     XOM54,451+24$5,840
AMAZON COM INC 44,109 +1,077 $5,750
     AMZN44,109+1,077$5,750
SELECT SECTOR SPDR TR (XLF) 170,265 +9,054 $5,740
     XLF170,265+9,054$5,740
FIDELITY NATL INFORMATION SV 103,415 +1,342 $5,657
     FIS103,415+1,342$5,657
ISHARES TR (IUSB) 123,614 +7,985 $5,621
     IUSB123,614+7,985$5,621
NOVO NORDISK A S 33,761 +5,959 $5,464
     NVO33,761+5,959$5,464
BRISTOL MYERS SQUIBB CO 84,152 +924 $5,382
     BMY84,152+924$5,382
SELECT SECTOR SPDR TR (XLV) 39,356 +2,380 $5,224
     XLV39,356+2,380$5,224
AON PLC 14,376 -289 $4,962
     AON14,376-289$4,962
NORFOLK SOUTHN CORP 20,650 UNCH $4,683
     NSC20,650UNCH$4,683
ADVANCE AUTO PARTS INC 65,246 +20,087 $4,587
     AAP65,246+20,087$4,587
INVESCO QQQ TR 12,259 -399 $4,529
     QQQ12,259-399$4,529
JOHNSON & JOHNSON 27,199 -906 $4,502
     JNJ27,199-906$4,502
ASTRAZENECA PLC 61,797 -5,182 $4,423
     AZN61,797-5,182$4,423
ASML HOLDING N V 5,871 -244 $4,255
     ASML5,871-244$4,255
UNITEDHEALTH GROUP INC 8,844 +5 $4,251
     UNH8,844+5$4,251
FERRARI N V 13,035 -276 $4,239
     RACE13,035-276$4,239
ISHARES TR (ESGU) 43,206 +726 $4,211
     ESGU43,206+726$4,211
ISHARES TR (IJR) 41,737 +1,625 $4,159
     IJR41,737+1,625$4,159
ACCENTURE PLC IRELAND 13,466 -1,657 $4,155
     ACN13,466-1,657$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

Size ($ in 1000's)
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

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

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