HoldingsChannel.com
Mount Yale Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 201,097 -19,113 $62,242
     AAPL201,097-19,113$62,242
BRISTOL MYERS SQUIBB CO      $13,997
     BMY216,404+77,051$13,623
     RIGHT 99 99 9999107,598+107,598$374
ISHARES TR (IVV) 36,280 +2,756 $11,727
     IVV36,280+2,756$11,727
ALPHABET INC 7,520 -548 $10,775
     GOOGL7,520-548$10,775
INTEL CORP 166,227 -3,081 $10,627
     INTC166,227-3,081$10,627
CVS HEALTH CORP 149,861 +1,954 $10,164
     CVS149,861+1,954$10,164
LAM RESEARCH CORP 30,103 -3,621 $8,977
     LRCX30,103-3,621$8,977
UNITEDHEALTH GROUP INC 32,098 -2,421 $8,745
     UNH32,098-2,421$8,745
DELTA AIR LINES INC DEL 152,710 -151 $8,512
     DAL152,710-151$8,512
L BRANDS INC 357,690 -10,871 $8,284
     LB357,690-10,871$8,284
SHERWIN WILLIAMS CO 14,226 -3,236 $7,924
     SHW14,226-3,236$7,924
GENERAL MTRS CO 235,123 +218,029 $7,851
     GM235,123+218,029$7,851
CITIGROUP INC 104,653 -1,357 $7,787
     C104,653-1,357$7,787
INTERNATIONAL BUSINESS MACHS 53,360 +51,634 $7,669
     IBM53,360+51,634$7,669
FIRSTENERGY CORP 149,592 +4,325 $7,598
     FE149,592+4,325$7,598
ISHARES TR (IWM) 47,236 +3,435 $7,583
     IWM47,236+3,435$7,583
MARATHON PETE CORP 138,025 +13,032 $7,522
     MPC138,025+13,032$7,522
KROGER CO 279,840 +1,349 $7,516
     KR279,840+1,349$7,516
GENERAL MLS INC 143,701 +143,701 $7,504
     GIS143,701+143,701$7,504
ALLY FINL INC 231,312 +8,136 $7,409
     ALLY231,312+8,136$7,409
COMCAST CORP NEW 171,525 -5,483 $7,408
     CMCSA171,525-5,483$7,408
TEXAS INSTRS INC 59,771 +59,771 $7,211
     TXN59,771+59,771$7,211
VANGUARD WHITEHALL FDS INC (VYM) 74,338 +14,084 $6,792
     VYM74,338+14,084$6,792
FACEBOOK INC 33,227 +1,300 $6,709
     FB33,227+1,300$6,709
SIMON PPTY GROUP INC NEW 49,876 +5,059 $6,641
     SPG49,876+5,059$6,641
VIACOMCBS INC 187,779 +187,779 $6,409
     CBS187,779+187,779$6,409
LYONDELLBASELL INDUSTRIES N 78,307 -1,986 $6,097
     LYB78,307-1,986$6,097
SPDR INDEX SHS FDS (DWX) 124,087 -402 $4,961
     DWX124,087-402$4,961
ALPHABET INC 3,329 -1,762 $4,775
     GOOG3,329-1,762$4,775
VISA INC 23,352 -3,088 $4,646
     V23,352-3,088$4,646
TRICO BANCSHARES (TCBK) 123,769 UNCH $4,505
     TCBK123,769UNCH$4,505
ASML HOLDING N V 15,237 -718 $4,276
     ASML15,237-718$4,276
NVR INC 1,072 UNCH $4,092
     NVR1,072UNCH$4,092
DISNEY WALT CO 28,476 +387 $3,939
     DIS28,476+387$3,939
SELECT SECTOR SPDR TR (XLK) 39,346 -804 $3,751
     XLK39,346-804$3,751
CHUBB LIMITED 24,124 +1,561 $3,667
     CB24,124+1,561$3,667
BOOKING HLDGS INC 1,991 +32 $3,645
     BKNG1,991+32$3,645
SHOPIFY INC 7,800 -9 $3,632
     SHOP7,800-9$3,632
ACCENTURE PLC IRELAND 17,474 -310 $3,586
     ACN17,474-310$3,586
HOME DEPOT INC 15,284 -1,328 $3,486
     HD15,284-1,328$3,486
ISHARES TR (IEFA) 51,183 +7,739 $3,248
     IEFA51,183+7,739$3,248
RESMED INC 20,331 -360 $3,232
     RMD20,331-360$3,232
BERKSHIRE HATHAWAY INC DEL      $3,086
     BRK.B13,750+2,592$3,086
CANADIAN PAC RY LTD 11,502 +11 $3,057
     CP11,502+11$3,057
TAIWAN SEMICONDUCTOR MFG LTD 52,757 +158 $2,846
     TSM52,757+158$2,846
MASTERCARD INC 8,940 -1,363 $2,825
     MA8,940-1,363$2,825
HDFC BANK LTD 48,082 -1,283 $2,754
     HDB48,082-1,283$2,754
ISHARES TR (IJR) 33,497 +2,160 $2,696
     IJR33,497+2,160$2,696
ISHARES TR (EFA) 39,527 -2,346 $2,667
     EFA39,527-2,346$2,667
SPOTIFY TECHNOLOGY S A 18,620 UNCH $2,631
     SPOT18,620UNCH$2,631

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 12/31/2019: $575,803
At 09/30/2019: $558,903

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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