Mount Yale Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MY Mount Yale Investment Advisors, LLC | Institutional Filer | ▲ 102.44% | $4.21B | 1088 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1088)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 590K | $149.7M | 3.56% |
| 2 | GLD | SPDR GOLD TR | — | 307K | $132.1M | 3.14% |
| 3 | NVDA | NVIDIA Corporation | Technology | 500K | $87.2M | 2.07% |
| 4 | MSFT | Microsoft Corporation | Technology | 231K | $85.5M | 2.03% |
| 5 | VOO | VANGUARD INDEX FDS | — | 139K | $83.2M | 1.98% |
| 6 | GOOGL | Alphabet Inc. | Technology | 242K | $69.6M | 1.66% |
| 7 | XOM | Exxon Mobil Corporation | Energy | 388K | $65.8M | 1.56% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 302K | $63.0M | 1.50% |
| 9 | IVV | ISHARES TR | — | 89K | $58.2M | 1.38% |
| 10 | AVGO | Broadcom Inc. | Technology | 166K | $51.3M | 1.22% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 172K | $50.5M | 1.20% |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 723K | $49.4M | 1.17% |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 1.0M | $41.0M | 0.97% |
| 14 | HD | The Home Depot, Inc. | Consumer Cyclical | 123K | $40.4M | 0.96% |
| 15 | EPD | Enterprise Products Partners L.P. | Energy | 1.0M | $39.1M | 0.93% |
Showing 1 to 15 of 1000 holdings