Mount Yale Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$1.04B
Signature - Title
Michael Sabre - Chief Compliance Officer
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 530 stock holdings with total value $1.04B as of Q3 2024. Top holdings included AAPL, IVV, MSFT, GOOGL, and JPIE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 532 $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 496 $919M +$90.1M -$68.8M +$21.3M AAPL, IVV, GOOG, GOOGL, MSFT 13F-HR 10/11/2023, 03:20 PM
Q2 2023 477 $944M +$76.9M -$85.4M -$8.48M AAPL, IVV, GOOGL, GOOG, MSFT 13F-HR 8/14/2023, 12:12 PM
Q1 2023 480 $890M +$133M -$179M -$45.5M AAPL, IVV, GOOGL, MSFT, CSCO 13F-HR 5/11/2023, 08:45 AM
Q4 2022 448 $878M +$179M -$107M +$72M AAPL, IVV, GOOGL, ACWX, SHW 13F-HR 2/13/2023, 08:04 PM
Q3 2022 440 $752M +$72.8M -$48.5M +$24.2M AAPL, IVV, GOOGL, MSFT, CVS 13F-HR 11/7/2022, 02:38 PM
Q2 2022 452 $793M +$83.2M -$65.1M +$18.1M AAPL, IVV, GOOGL, MSFT, SHW 13F-HR 8/2/2022, 02:20 PM
Q1 2022 462 $920M +$77.5M -$61.8M +$15.7M AAPL, IVV, GOOGL, MSFT, GOOG 13F-HR 5/3/2022, 03:33 PM
Q4 2021 448 $958M +$80.5M -$76.5M +$4.09M AAPL, IVV, GOOGL, SHW, MSFT 13F-HR 2/1/2022, 06:59 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 395 $712M +$71.6M -$69M +$2.64M AAPL, IVV, GOOGL, SHW, BMY 13F-HR 2/12/2021, 11:17 AM
Q3 2020 348 $623M +$130M -$41.4M +$88.8M AAPL, IVV, SHW, GOOGL, BMY 13F-HR 11/16/2020, 04:04 PM
Q2 2020 331 $558M +$93.3M -$74.9M +$18.5M AAPL, IVV, GOOGL, BMY, SHW 13F-HR 7/9/2020, 11:24 AM
Q1 2020 288 $443M +$40.4M -$43.2M -$2.82M AAPL, BMY, IVV, INTC, CVS 13F-HR 5/4/2020, 11:47 AM
Q4 2019 319 $562M +$73M -$81.8M -$8.86M AAPL, BMY, IVV, GOOGL, INTC 13F-HR 2/13/2020, 04:03 PM
Q3 2019 302 $550M +$41.6M -$78.9M -$37.3M AAPL, CELG, CVS, GOOGL, IVV 13F-HR 11/14/2019, 12:43 PM
Q2 2019 304 $540M +$39.3M -$44.7M -$5.38M AAPL, GOOGL, CVS, CELG, GOOG 13F-HR 8/13/2019, 04:24 PM
Q1 2019 297 $534M +$55.1M -$33.3M +$21.8M AAPL, GOOGL, CELG, INTC, GOOG 13F-HR 5/15/2019, 10:24 AM
Q4 2018 304 $452M +$52.1M -$97.6M -$45.5M AAPL, CVS, IVV, INTC, SHW 13F-HR 2/14/2019, 03:48 PM
Q3 2018 937 $565M +$107M -$73.6M +$33.6M AAPL, CVS, IVV, CELG, CMCSA 13F-HR 11/13/2018, 10:16 AM
Q2 2018 934 $528M +$101M -$49.3M +$51.4M AAPL, CELG, IVV, SHW, CVS 13F-HR 8/22/2018, 09:27 AM
Q1 2018 925 $465M $0 $0 AAPL, IVV, SHW, CVS, WDC 13F-HR 6/25/2018, 03:35 PM