HoldingsChannel.com
Mount Yale Investment Advisors LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 876,825 -12,102 $119,880
     AAPL876,825-12,102$119,880
ISHARES TR (IVV) 61,193 +10,803 $23,201
     IVV61,193+10,803$23,201
ALPHABET INC 6,306 +10 $13,742
     GOOGL6,306+10$13,742
MICROSOFT CORP 42,426 +1,997 $10,896
     MSFT42,426+1,997$10,896
SHERWIN WILLIAMS CO 44,290 -138 $9,917
     SHW44,290-138$9,917
CVS HEALTH CORP 106,099 +4,289 $9,831
     CVS106,099+4,289$9,831
ALPHABET INC 4,218 -129 $9,227
     GOOG4,218-129$9,227
MERCK & CO INC 98,256 +65,076 $8,958
     MRK98,256+65,076$8,958
CISCO SYS INC 209,495 +23,118 $8,933
     CSCO209,495+23,118$8,933
TYSON FOODS INC 102,817 +2,573 $8,848
     TSN102,817+2,573$8,848
ISHARES TR (ESGU) 89,370 -1,108 $7,498
     ESGU89,370-1,108$7,498
JPMORGAN CHASE & CO 65,346 +8,371 $7,359
     JPM65,346+8,371$7,359
COMCAST CORP NEW 185,855 +20,266 $7,293
     CMCSA185,855+20,266$7,293
PROCTER AND GAMBLE CO 50,316 -403 $7,235
     PG50,316-403$7,235
GILEAD SCIENCES INC 109,595 +3,596 $6,774
     GILD109,595+3,596$6,774
INTEL CORP 178,001 +33,511 $6,659
     INTC178,001+33,511$6,659
STANLEY BLACK & DECKER INC 61,636 +58,522 $6,463
     SWK61,636+58,522$6,463
ORACLE CORP 91,162 +12,298 $6,370
     ORCL91,162+12,298$6,370
COGNIZANT TECHNOLOGY SOLUTIO 93,399 +4,458 $6,304
     CTSH93,399+4,458$6,304
PHILLIPS 66 75,776 -8,636 $6,213
     PSX75,776-8,636$6,213
DISCOVER FINL SVCS 65,178 -2,174 $6,165
     DFS65,178-2,174$6,165
SELECT SECTOR SPDR TR (XLK) 46,795 +1,454 $5,949
     XLK46,795+1,454$5,949
LYONDELLBASELL INDUSTRIES N 66,800 +2,670 $5,842
     LYB66,800+2,670$5,842
BRISTOL MYERS SQUIBB CO 75,617 -977 $5,822
     BMY75,617-977$5,822
AT&T INC 275,897 +28,438 $5,783
     T275,897+28,438$5,783
VANGUARD WHITEHALL FDS (VYM) 56,824 +2,377 $5,779
     VYM56,824+2,377$5,779
AES CORP 270,124 +270,124 $5,675
     AES270,124+270,124$5,675
TRICO BANCSHARES (TCBK) 123,769 UNCH $5,649
     TCBK123,769UNCH$5,649
CITIGROUP INC 120,509 +13,472 $5,542
     C120,509+13,472$5,542
SIMON PPTY GROUP INC NEW 58,130 +9,892 $5,518
     SPG58,130+9,892$5,518
BEST BUY INC 83,880 +20,349 $5,468
     BBY83,880+20,349$5,468
BERKSHIRE HATHAWAY INC DEL      $5,435
     BRK.B19,906-1,675$5,435
UNITEDHEALTH GROUP INC 10,149 +148 $5,213
     UNH10,149+148$5,213
BORGWARNER INC 155,749 +9,743 $5,197
     BWA155,749+9,743$5,197
ABBVIE INC 33,497 +902 $5,130
     ABBV33,497+902$5,130
ACCENTURE PLC IRELAND 17,200 +2,270 $4,776
     ACN17,200+2,270$4,776
JOHNSON & JOHNSON 26,387 +920 $4,684
     JNJ26,387+920$4,684
ISHARES TR (EFG) 55,382 +32,179 $4,458
     EFG55,382+32,179$4,458
NORFOLK SOUTHN CORP 19,547 UNCH $4,443
     NSC19,547UNCH$4,443
STERIS PLC 21,203 -850 $4,371
     STE21,203-850$4,371
ISHARES TR (IWM) 25,794 -2,322 $4,369
     IWM25,794-2,322$4,369
PROGRESSIVE CORP 35,976 -1,607 $4,183
     PGR35,976-1,607$4,183
VISA INC 20,405 +873 $4,018
     V20,405+873$4,018
ASML HOLDING N V 8,299 -488 $3,950
     ASML8,299-488$3,950
META PLATFORMS INC 24,397 +525 $3,934
     FB24,397+525$3,934
RESMED INC 18,732 -597 $3,927
     RMD18,732-597$3,927
AMAZON COM INC 36,860 +35,056 $3,915
     AMZN36,860+35,056$3,915
AON PLC 14,468 -380 $3,902
     AON14,468-380$3,902
ISHARES TR (IJR) 40,547 -3,370 $3,747
     IJR40,547-3,370$3,747
DISNEY WALT CO 39,475 +1,810 $3,726
     DIS39,475+1,810$3,726

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 06/30/2022: $793,618
At 03/31/2022: $919,894

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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