HoldingsChannel.com
Mount Yale Investment Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC      $59,466
     AAPL298,779-4,780$59,469
     Put10,000UNCH$3
ALPHABET INC 10,939 +984 $12,863
     GOOGL10,939+984$12,863
CVS HEALTH CORP 178,942 +31,554 $10,400
     CVS178,942+31,554$10,400
CELGENE CORP 109,807 +88,558 $10,319
     CELG109,807-442$10,319
ALPHABET INC 8,675 +384 $10,184
     GOOG8,675+384$10,184
SHERWIN WILLIAMS CO      $10,112
     SHW19,738+43$10,125
     Put22,200+100$13
ISHARES TR (IVV) 34,056 +416 $9,865
     IVV34,056+416$9,865
DELTA AIR LINES INC DEL 159,302 -3,709 $9,437
     DAL159,302-3,709$9,437
INTEL CORP 185,966 -3,192 $8,690
     INTC185,966-3,192$8,690
LAM RESEARCH CORP 41,313 -3,371 $8,115
     LRCX41,313-3,371$8,115
WALMART INC 74,412 -2,798 $8,051
     WMT74,412-2,798$8,051
FIRSTENERGY CORP 181,933 -8,906 $7,927
     FE181,933-8,906$7,927
COMCAST CORP NEW 183,812 -35,550 $7,670
     CMCSA183,812-35,550$7,670
CUMMINS INC 49,400 -4,693 $7,522
     CMI49,400-4,693$7,522
VIACOM INC NEW 251,142 +33,535 $7,451
     VIAB251,142+33,535$7,451
CITIGROUP INC 110,551 -1,727 $7,201
     C110,551-1,727$7,201
HP INC 371,555 +28,478 $7,093
     HPQ371,555+28,478$7,093
MARATHON PETE CORP 146,594 +33,067 $7,056
     MPC146,594+33,067$7,056
TE CONNECTIVITY LTD 79,255 -10,979 $7,045
     TEL79,255-10,979$7,045
KROGER CO 294,303 +294,303 $7,034
     KR294,303+294,303$7,034
BEST BUY INC 103,834 -10,166 $7,031
     BBY103,834-10,166$7,031
ISHARES TR (IWM) 46,999 -1,550 $7,018
     IWM46,999-1,550$7,018
BRISTOL MYERS SQUIBB CO 151,399 +1,793 $7,001
     BMY151,399+1,793$7,001
L BRANDS INC 286,748 +41,754 $6,810
     LB286,748+41,754$6,810
PRUDENTIAL FINL INC 76,487 -627 $6,514
     PRU76,487-627$6,514
SIMON PPTY GROUP INC NEW 41,101 +156 $6,310
     SPG41,101+156$6,310
LYONDELLBASELL INDUSTRIES N 82,257 +1,922 $6,247
     LYB82,257+1,922$6,247
FACEBOOK INC 32,131 +564 $5,949
     FB32,131+564$5,949
VANGUARD WHITEHALL FDS INC (VYM) 60,513 -1,386 $5,156
     VYM60,513-1,386$5,156
SPDR INDEX SHS FDS (DWX) 125,596 -1,887 $4,802
     DWX125,596-1,887$4,802
VISA INC      $4,733
     V27,016-865$4,736
     Put3,600-400$3
TRICO BANCSHARES (TCBK) 123,769 UNCH $4,457
     TCBK123,769UNCH$4,457
DISNEY WALT CO 27,867 +6,318 $3,758
     DIS27,867+818$3,758
NVR INC 1,072 -213 $3,736
     NVR1,072-213$3,736
BOOKING HLDGS INC 2,050 +6 $3,734
     BKNG2,050+6$3,734
ASML HOLDING N V 17,287 -808 $3,729
     ASML17,287-808$3,729
HOME DEPOT INC 17,250 -345 $3,586
     HD17,250-345$3,586
ACCENTURE PLC IRELAND 18,552 -1,068 $3,504
     ACN18,552-1,068$3,504
CHUBB LIMITED 22,690 +1,591 $3,498
     CB22,690+1,591$3,498
SELECT SECTOR SPDR TR (XLK) 39,704 +16,735 $3,077
     XLK39,704+16,735$3,077
SPOTIFY TECHNOLOGY S A 19,300 UNCH $2,929
     SPOT19,300UNCH$2,929
MASTERCARD INC 10,845 -355 $2,921
     MA10,845-355$2,921
HDFC BANK LTD 25,748 -2,997 $2,856
     HDB25,748-2,997$2,856
SHOPIFY INC 8,252 -5,738 $2,816
     SHOP8,252-5,738$2,816
RESMED INC 21,592 -662 $2,785
     RMD21,592-662$2,785
CANADIAN PAC RY LTD 12,086 -608 $2,755
     CP12,086-608$2,755
METTLER TOLEDO INTERNATIONAL 3,846 -123 $2,711
     MTD3,846-123$2,711
ISHARES TR (EFA) 41,875 +1 $2,628
     EFA41,875+1$2,628
ALCON INC 42,394 +42,394 $2,526
     ALC42,394+42,394$2,526
TJX COS INC NEW 47,912 -91 $2,500
     TJX47,912-91$2,500

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 06/30/2019: $541,674
At 03/31/2019: $533,841

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.