HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
876,825 | -12,102 | $119,880 |
| AAPL | 876,825 | -12,102 | $119,880 |
| ISHARES TR (IVV) |
61,193 | +10,803 | $23,201 |
| IVV | 61,193 | +10,803 | $23,201 |
| ALPHABET INC |
6,306 | +10 | $13,742 |
| GOOGL | 6,306 | +10 | $13,742 |
| MICROSOFT CORP |
42,426 | +1,997 | $10,896 |
| MSFT | 42,426 | +1,997 | $10,896 |
| SHERWIN WILLIAMS CO |
44,290 | -138 | $9,917 |
| SHW | 44,290 | -138 | $9,917 |
| CVS HEALTH CORP |
106,099 | +4,289 | $9,831 |
| CVS | 106,099 | +4,289 | $9,831 |
| ALPHABET INC |
4,218 | -129 | $9,227 |
| GOOG | 4,218 | -129 | $9,227 |
| MERCK & CO INC |
98,256 | +65,076 | $8,958 |
| MRK | 98,256 | +65,076 | $8,958 |
| CISCO SYS INC |
209,495 | +23,118 | $8,933 |
| CSCO | 209,495 | +23,118 | $8,933 |
| TYSON FOODS INC |
102,817 | +2,573 | $8,848 |
| TSN | 102,817 | +2,573 | $8,848 |
| ISHARES TR (ESGU) |
89,370 | -1,108 | $7,498 |
| ESGU | 89,370 | -1,108 | $7,498 |
| JPMORGAN CHASE & CO |
65,346 | +8,371 | $7,359 |
| JPM | 65,346 | +8,371 | $7,359 |
| COMCAST CORP NEW |
185,855 | +20,266 | $7,293 |
| CMCSA | 185,855 | +20,266 | $7,293 |
| PROCTER AND GAMBLE CO |
50,316 | -403 | $7,235 |
| PG | 50,316 | -403 | $7,235 |
| GILEAD SCIENCES INC |
109,595 | +3,596 | $6,774 |
| GILD | 109,595 | +3,596 | $6,774 |
| INTEL CORP |
178,001 | +33,511 | $6,659 |
| INTC | 178,001 | +33,511 | $6,659 |
| STANLEY BLACK & DECKER INC |
61,636 | +58,522 | $6,463 |
| SWK | 61,636 | +58,522 | $6,463 |
| ORACLE CORP |
91,162 | +12,298 | $6,370 |
| ORCL | 91,162 | +12,298 | $6,370 |
| COGNIZANT TECHNOLOGY SOLUTIO |
93,399 | +4,458 | $6,304 |
| CTSH | 93,399 | +4,458 | $6,304 |
| PHILLIPS 66 |
75,776 | -8,636 | $6,213 |
| PSX | 75,776 | -8,636 | $6,213 |
| DISCOVER FINL SVCS |
65,178 | -2,174 | $6,165 |
| DFS | 65,178 | -2,174 | $6,165 |
| SELECT SECTOR SPDR TR (XLK) |
46,795 | +1,454 | $5,949 |
| XLK | 46,795 | +1,454 | $5,949 |
| LYONDELLBASELL INDUSTRIES N |
66,800 | +2,670 | $5,842 |
| LYB | 66,800 | +2,670 | $5,842 |
| BRISTOL MYERS SQUIBB CO |
75,617 | -977 | $5,822 |
| BMY | 75,617 | -977 | $5,822 |
| AT&T INC |
275,897 | +28,438 | $5,783 |
| T | 275,897 | +28,438 | $5,783 |
| VANGUARD WHITEHALL FDS (VYM) |
56,824 | +2,377 | $5,779 |
| VYM | 56,824 | +2,377 | $5,779 |
| AES CORP |
270,124 | +270,124 | $5,675 |
| AES | 270,124 | +270,124 | $5,675 |
| TRICO BANCSHARES (TCBK) |
123,769 | UNCH | $5,649 |
| TCBK | 123,769 | UNCH | $5,649 |
| CITIGROUP INC |
120,509 | +13,472 | $5,542 |
| C | 120,509 | +13,472 | $5,542 |
| SIMON PPTY GROUP INC NEW |
58,130 | +9,892 | $5,518 |
| SPG | 58,130 | +9,892 | $5,518 |
| BEST BUY INC |
83,880 | +20,349 | $5,468 |
| BBY | 83,880 | +20,349 | $5,468 |
 BERKSHIRE HATHAWAY INC DEL |
$5,435 | ||
| BRK.B | 19,906 | -1,675 | $5,435 |
| UNITEDHEALTH GROUP INC |
10,149 | +148 | $5,213 |
| UNH | 10,149 | +148 | $5,213 |
| BORGWARNER INC |
155,749 | +9,743 | $5,197 |
| BWA | 155,749 | +9,743 | $5,197 |
| ABBVIE INC |
33,497 | +902 | $5,130 |
| ABBV | 33,497 | +902 | $5,130 |
| ACCENTURE PLC IRELAND |
17,200 | +2,270 | $4,776 |
| ACN | 17,200 | +2,270 | $4,776 |
| JOHNSON & JOHNSON |
26,387 | +920 | $4,684 |
| JNJ | 26,387 | +920 | $4,684 |
| ISHARES TR (EFG) |
55,382 | +32,179 | $4,458 |
| EFG | 55,382 | +32,179 | $4,458 |
| NORFOLK SOUTHN CORP |
19,547 | UNCH | $4,443 |
| NSC | 19,547 | UNCH | $4,443 |
| STERIS PLC |
21,203 | -850 | $4,371 |
| STE | 21,203 | -850 | $4,371 |
| ISHARES TR (IWM) |
25,794 | -2,322 | $4,369 |
| IWM | 25,794 | -2,322 | $4,369 |
| PROGRESSIVE CORP |
35,976 | -1,607 | $4,183 |
| PGR | 35,976 | -1,607 | $4,183 |
| VISA INC |
20,405 | +873 | $4,018 |
| V | 20,405 | +873 | $4,018 |
| ASML HOLDING N V |
8,299 | -488 | $3,950 |
| ASML | 8,299 | -488 | $3,950 |
| META PLATFORMS INC |
24,397 | +525 | $3,934 |
| FB | 24,397 | +525 | $3,934 |
| RESMED INC |
18,732 | -597 | $3,927 |
| RMD | 18,732 | -597 | $3,927 |
| AMAZON COM INC |
36,860 | +35,056 | $3,915 |
| AMZN | 36,860 | +35,056 | $3,915 |
| AON PLC |
14,468 | -380 | $3,902 |
| AON | 14,468 | -380 | $3,902 |
| ISHARES TR (IJR) |
40,547 | -3,370 | $3,747 |
| IJR | 40,547 | -3,370 | $3,747 |
| DISNEY WALT CO |
39,475 | +1,810 | $3,726 |
| DIS | 39,475 | +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 |
