HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
198,693 | -2,404 | $50,526 |
| AAPL | 198,693 | -2,404 | $50,526 |
 BRISTOL MYERS SQUIBB CO |
$12,405 | ||
| BMY | 215,228 | -1,176 | $11,997 |
| RIGHT 99 99 9999 | 107,252 | -346 | $408 |
| ISHARES TR (IVV) |
40,506 | +4,226 | $10,467 |
| IVV | 40,506 | +4,226 | $10,467 |
| INTEL CORP |
164,382 | -1,845 | $8,896 |
| INTC | 164,382 | -1,845 | $8,896 |
| CVS HEALTH CORP |
148,462 | -1,399 | $8,808 |
| CVS | 148,462 | -1,399 | $8,808 |
| ALPHABET INC |
7,457 | -63 | $8,665 |
| GOOGL | 7,457 | -63 | $8,665 |
| KROGER CO |
279,140 | -700 | $8,408 |
| KR | 279,140 | -700 | $8,408 |
| UNITEDHEALTH GROUP INC |
31,365 | -733 | $7,822 |
| UNH | 31,365 | -733 | $7,822 |
| GENERAL MLS INC |
142,289 | -1,412 | $7,509 |
| GIS | 142,289 | -1,412 | $7,509 |
| LAM RESEARCH CORP |
29,574 | -529 | $7,098 |
| LRCX | 29,574 | -529 | $7,098 |
| SHERWIN WILLIAMS CO |
14,239 | +13 | $6,543 |
| SHW | 14,239 | +13 | $6,543 |
| COMCAST CORP NEW |
175,909 | +4,384 | $6,048 |
| CMCSA | 175,909 | +4,384 | $6,048 |
| FIRSTENERGY CORP |
149,133 | -459 | $5,976 |
| FE | 149,133 | -459 | $5,976 |
| TEXAS INSTRS INC |
59,579 | -192 | $5,954 |
| TXN | 59,579 | -192 | $5,954 |
| INTERNATIONAL BUSINESS MACHS |
53,089 | -271 | $5,889 |
| IBM | 53,089 | -271 | $5,889 |
| OLD NATL BANCORP IND |
427,275 | +405,000 | $5,636 |
| ONB | 427,275 | +405,000 | $5,636 |
| FACEBOOK INC |
32,009 | -1,218 | $5,339 |
| FB | 32,009 | -1,218 | $5,339 |
| GENERAL MTRS CO |
238,575 | +3,452 | $4,958 |
| GM | 238,575 | +3,452 | $4,958 |
| AT&T INC |
164,170 | +164,170 | $4,786 |
| T | 164,170 | +164,170 | $4,786 |
| VANGUARD WHITEHALL FDS (VYM) |
61,387 | -12,951 | $4,343 |
| VYM | 61,387 | -12,951 | $4,343 |
| CITIGROUP INC |
102,702 | -1,951 | $4,326 |
| C | 102,702 | -1,951 | $4,326 |
| DELTA AIR LINES INC DEL |
142,217 | -10,493 | $4,057 |
| DAL | 142,217 | -10,493 | $4,057 |
| LYONDELLBASELL INDUSTRIES N |
79,776 | +1,469 | $3,959 |
| LYB | 79,776 | +1,469 | $3,959 |
| ASML HOLDING N V |
14,727 | -510 | $3,853 |
| ASML | 14,727 | -510 | $3,853 |
| GRAINGER W W INC |
15,152 | +15,152 | $3,765 |
| GWW | 15,152 | +15,152 | $3,765 |
| ALPHABET INC |
3,221 | -108 | $3,745 |
| GOOG | 3,221 | -108 | $3,745 |
| SPDR INDEX SHS FDS (DWX) |
121,476 | -2,611 | $3,721 |
| DWX | 121,476 | -2,611 | $3,721 |
| TRICO BANCSHARES (TCBK) |
123,769 | UNCH | $3,691 |
| TCBK | 123,769 | UNCH | $3,691 |
| VISA INC |
22,477 | -875 | $3,622 |
| V | 22,477 | -875 | $3,622 |
| ALLY FINL INC |
234,507 | +3,195 | $3,384 |
| ALLY | 234,507 | +3,195 | $3,384 |
| MARATHON PETE CORP |
139,418 | +1,393 | $3,293 |
| MPC | 139,418 | +1,393 | $3,293 |
| STERIS PLC |
23,291 | +9,528 | $3,260 |
| STE | 23,291 | +9,528 | $3,260 |
| SELECT SECTOR SPDR TR (XLK) |
37,853 | -1,493 | $3,042 |
| XLK | 37,853 | -1,493 | $3,042 |
| ISHARES TR (IEFA) |
60,275 | +9,092 | $3,007 |
| IEFA | 60,275 | +9,092 | $3,007 |
| HOME DEPOT INC |
15,860 | +576 | $2,961 |
| HD | 15,860 | +576 | $2,961 |
| DISNEY WALT CO |
30,495 | +2,019 | $2,946 |
| DIS | 30,495 | +2,019 | $2,946 |
| RESMED INC |
19,980 | -351 | $2,943 |
| RMD | 19,980 | -351 | $2,943 |
| ACCENTURE PLC IRELAND |
17,312 | -162 | $2,826 |
| ACN | 17,312 | -162 | $2,826 |
| SIMON PPTY GROUP INC NEW |
51,002 | +1,126 | $2,798 |
| SPG | 51,002 | +1,126 | $2,798 |
| CHUBB LIMITED |
24,425 | +301 | $2,728 |
| CB | 24,425 | +301 | $2,728 |
| ISHARES TR (IWM) |
23,784 | -23,452 | $2,722 |
| IWM | 23,784 | -23,452 | $2,722 |
| BOOKING HLDGS INC |
1,844 | -147 | $2,481 |
| BKNG | 1,844 | -147 | $2,481 |
| CANADIAN PAC RY LTD |
11,000 | -502 | $2,415 |
| CP | 11,000 | -502 | $2,415 |
| PROGRESSIVE CORP OHIO |
32,673 | +449 | $2,413 |
| PGR | 32,673 | +449 | $2,413 |
| TAIWAN SEMICONDUCTOR MFG LTD |
50,373 | -2,384 | $2,407 |
| TSM | 50,373 | -2,384 | $2,407 |
| SPOTIFY TECHNOLOGY S A |
18,731 | +111 | $2,275 |
| SPOT | 18,731 | +111 | $2,275 |
| MASTERCARD INC |
9,333 | +393 | $2,254 |
| MA | 9,333 | +393 | $2,254 |
| ISHARES TR (EFA) |
41,294 | +1,767 | $2,208 |
| EFA | 41,294 | +1,767 | $2,208 |
| ZEBRA TECHNOLOGIES CORP |
11,909 | +950 | $2,186 |
| ZBRA | 11,909 | +950 | $2,186 |
| ISHARES TR (IJH) |
14,916 | +4,525 | $2,146 |
| IJH | 14,916 | +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 |
