• 13F History

Mount Yale Investment Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$1.17B
Signature - Title
Stacy Fleming - Director, Compliance Services
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Mount Yale Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mount Yale Investment Advisors, LLC reported 527 stock holdings with total value $1.17B as of Q1 2025. Top holdings included AAPL, SPYV, SPYG, QUS, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 527 $1.17B +$73.2M -$99.8M -$26.6M AAPL, SPYV, SPYG, QUS, IVV 13F-HR 4/16/2025, 02:45 PM
Q4 2024 537 $1.24B +$352M -$169M +$183M AAPL, SPYV, SPYG, IVV, QUS 13F-HR 1/22/2025, 01:08 PM
Q3 2024 530 $1.04B +$97M -$380M -$283M AAPL, IVV, MSFT, GOOGL, JPIE 13F-HR 10/23/2024, 01:14 PM
Q2 2024 531 $1.26B +$72.3M -$150M -$77.7M AAPL, SPYV, SPYG, IVV, QUS 13F-HR 8/13/2024, 04:46 PM
Q1 2024 531 $1.3B +$327M -$115M +$212M AAPL, SPYV, SPYG, IVV, QUS 13F-HR 5/15/2024, 04:43 PM
Q4 2023 492 $1.05B +$156M -$117M +$38.5M AAPL, IVV, GOOG, GOOGL, MSFT 13F-HR 2/12/2024, 05:32 PM
Q3 2023 517 $919M +$90.1M -$68.8M +$21.3M AAPL, IVV, GOOG, GOOGL, MSFT 13F-HR 10/11/2023, 03:20 PM
Q2 2023 524 $944M +$76.9M -$85.4M -$8.48M AAPL, IVV, GOOGL, GOOG, MSFT 13F-HR 8/14/2023, 01:12 PM
Q1 2023 480 $890M +$133M -$105M +$28.6M AAPL, IVV, GOOGL, MSFT, CSCO 13F-HR 5/11/2023, 08:45 AM
Q4 2022 452 $881M +$181M -$74.8M +$107M AAPL, IVV, GOOGL, ACWX, SHW 13F-HR 2/13/2023, 07:04 PM
Q3 2022 442 $753M +$72.8M -$23.7M +$49.1M AAPL, IVV, GOOGL, MSFT, CVS 13F-HR 11/7/2022, 01:38 PM
Q2 2022 453 $794M +$83.9M -$31.9M +$52M AAPL, IVV, GOOGL, MSFT, SHW 13F-HR 8/2/2022, 02:20 PM
Q1 2022 462 $920M +$77.5M -$45M +$32.6M AAPL, IVV, GOOGL, MSFT, GOOG 13F-HR 5/3/2022, 03:33 PM
Q4 2021 456 $962M +$83.9M -$50.1M +$33.7M AAPL, IVV, GOOGL, SHW, MSFT 13F-HR 2/1/2022, 05:59 PM
Q3 2021 454 $869M +$100M -$56.8M +$43.2M AAPL, IVV, GOOGL, SHW, MSFT 13F-HR 11/2/2021, 10:23 AM
Q2 2021 420 $825M +$68.1M -$54M +$14.1M AAPL, IVV, GOOGL, SHW, BMY 13F-HR 8/4/2021, 01:08 PM
Q1 2021 405 $765M +$94.8M -$77.6M +$17.1M AAPL, IVV, GOOGL, SHW, BMY 13F-HR 5/4/2021, 10:34 AM
Q4 2020 397 $713M +$71.6M -$116M -$44.4M AAPL, IVV, GOOGL, SHW, BMY 13F-HR 2/12/2021, 10:17 AM
Q3 2020 350 $702M +$209M -$24.8M +$185M AAPL, ED, AAPL, IVV, SHW 13F-HR 11/16/2020, 03:04 PM
Q2 2020 331 $558M +$93.3M -$49.9M +$43.4M AAPL, IVV, GOOGL, BMY, SHW 13F-HR 7/9/2020, 11:24 AM
Q1 2020 288 $443M +$40.5M -$19M +$21.4M AAPL, BMY, IVV, INTC, CVS 13F-HR 5/4/2020, 11:47 AM
Q4 2019 317 $566M +$73.3M -$28.4M +$44.9M AAPL, BMY, IVV, GOOGL, INTC 13F-HR 2/13/2020, 03:03 PM
Q3 2019 291 $550M +$41.9M -$62.8M -$20.9M AAPL, CELG, CVS, GOOGL, IVV 13F-HR 11/14/2019, 11:43 AM
Q2 2019 301 $540M +$39.3M -$25.9M +$13.4M AAPL, GOOGL, CVS, CELG, GOOG 13F-HR 8/13/2019, 04:24 PM
Q1 2019 297 $534M +$56M -$15.6M +$40.4M AAPL, GOOGL, CELG, INTC, GOOG 13F-HR 5/15/2019, 10:24 AM
Q4 2018 271 $452M +$52.2M -$36.8M +$15.3M AAPL, CVS, IVV, INTC, SHW 13F-HR 2/14/2019, 02:48 PM
Q3 2018 857 $565M +$108M -$57.6M +$50M AAPL, CVS, IVV, CELG, CMCSA 13F-HR 11/13/2018, 09:16 AM
Q2 2018 923 $528M +$101M -$35.9M +$64.9M AAPL, CELG, IVV, SHW, CVS 13F-HR 8/22/2018, 09:27 AM
Q1 2018 916 $465M AAPL, IVV, SHW, CVS, WDC 13F-HR 6/25/2018, 03:35 PM