HoldingsChannel.com
Mount Yale Investment Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 206,944 +8,251 $75,493
     AAPL206,944+8,251$75,493
ISHARES TR (IVV) 40,420 -86 $12,518
     IVV40,420-86$12,518
BRISTOL MYERS SQUIBB CO      $10,595
     BMY173,675-41,553$10,212
     RIGHT 99 99 9999107,100-152$383
ALPHABET INC 7,222 -235 $10,241
     GOOGL7,222-235$10,241
SHERWIN WILLIAMS CO 14,539 +300 $8,401
     SHW14,539+300$8,401
CVS HEALTH CORP 120,931 -27,531 $7,857
     CVS120,931-27,531$7,857
FACEBOOK INC 32,143 +134 $7,299
     FB32,143+134$7,299
UNITEDHEALTH GROUP INC 24,419 -6,946 $7,202
     UNH24,419-6,946$7,202
OLD NATL BANCORP IND 507,275 +80,000 $6,980
     ONB507,275+80,000$6,980
INTEL CORP 114,508 -49,874 $6,851
     INTC114,508-49,874$6,851
LAM RESEARCH CORP 20,385 -9,189 $6,594
     LRCX20,385-9,189$6,594
KROGER CO 170,122 -109,018 $5,759
     KR170,122-109,018$5,759
BEST BUY INC 65,884 +65,884 $5,750
     BBY65,884+65,884$5,750
MARATHON PETE CORP 150,385 +10,967 $5,621
     MPC150,385+10,967$5,621
TEXAS INSTRS INC 44,044 -15,535 $5,592
     TXN44,044-15,535$5,592
VANGUARD WHITEHALL FDS (VYM) 70,504 +9,117 $5,554
     VYM70,504+9,117$5,554
COMCAST CORP NEW 141,220 -34,689 $5,505
     CMCSA141,220-34,689$5,505
CITIGROUP INC 104,369 +1,667 $5,333
     C104,369+1,667$5,333
GENERAL MLS INC 86,499 -55,790 $5,333
     GIS86,499-55,790$5,333
INTERNATIONAL BUSINESS MACHS 43,978 -9,111 $5,311
     IBM43,978-9,111$5,311
LYONDELLBASELL INDUSTRIES N 78,222 -1,554 $5,141
     LYB78,222-1,554$5,141
SIMON PPTY GROUP INC NEW 73,589 +22,587 $5,032
     SPG73,589+22,587$5,032
ASML HOLDING N V 13,584 -1,143 $4,999
     ASML13,584-1,143$4,999
AT&T INC 164,146 -24 $4,962
     T164,146-24$4,962
AMERICAN EXPRESS CO 52,095 +52,095 $4,959
     AXP52,095+52,095$4,959
FIRSTENERGY CORP 121,940 -27,193 $4,729
     FE121,940-27,193$4,729
GRAINGER W W INC 14,789 -363 $4,646
     GWW14,789-363$4,646
SHOPIFY INC 4,858 +32 $4,611
     SHOP4,858+32$4,611
LULULEMON ATHLETICA INC 14,539 +3,818 $4,536
     LULU14,539+3,818$4,536
BORGWARNER INC 125,457 +125,457 $4,429
     BWA125,457+125,457$4,429
MICROSOFT CORP 21,515 +9,093 $4,379
     MSFT21,515+9,093$4,379
VISA INC 22,522 +45 $4,351
     V22,522+45$4,351
ALPHABET INC 2,989 -232 $4,225
     GOOG2,989-232$4,225
SPOTIFY TECHNOLOGY S A 15,686 -3,045 $4,050
     SPOT15,686-3,045$4,050
STERIS PLC 25,635 +2,344 $3,934
     STE25,635+2,344$3,934
RESMED INC 20,379 +399 $3,913
     RMD20,379+399$3,913
SELECT SECTOR SPDR TR (XLK) 36,778 -1,075 $3,843
     XLK36,778-1,075$3,843
SPDR INDEX SHS FDS (DWX) 115,552 -5,924 $3,828
     DWX115,552-5,924$3,828
TRICO BANCSHARES (TCBK) 123,769 UNCH $3,769
     TCBK123,769UNCH$3,769
ACCENTURE PLC IRELAND 17,412 +100 $3,739
     ACN17,412+100$3,739
AMAZON COM INC 1,313 +599 $3,622
     AMZN1,313+599$3,622
MERCADOLIBRE INC 3,655 +223 $3,603
     MELI3,655+223$3,603
HOME DEPOT INC 14,191 -1,669 $3,555
     HD14,191-1,669$3,555
ISHARES TR (IWM) 23,185 -599 $3,320
     IWM23,185-599$3,320
SPDR GOLD TR (GLD) 19,728 +19,728 $3,302
     GLD19,728+19,728$3,302
DISNEY WALT CO 28,776 -1,719 $3,209
     DIS28,776-1,719$3,209
ABBVIE INC 31,488 +4,738 $3,092
     ABBV31,488+4,738$3,092
ISHARES TR (ESGU) 42,338 +23,126 $2,963
     ESGU42,338+23,126$2,963
FISERV INC 30,281 +16,006 $2,956
     FISV30,281+16,006$2,956
PROGRESSIVE CORP OHIO 36,848 +4,175 $2,952
     PGR36,848+4,175$2,952

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 06/30/2020: $558,231
At 03/31/2020: $443,516

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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