$534 Million is the total value of Mount Yale Investment Advisors, LLC's 316 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $57,661,000 | +27.6% | 303,559 | +13.8% | 10.80% | +17.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $11,716,000 | +281.4% | 9,955 | +257.2% | 2.20% | +251.8% |
| CELG | Sell | CELGENE CORP | $10,401,000 | -4.4% | 110,249 | -9.0% | 1.95% | -11.9% |
| INTC | Buy | INTEL CORP | $10,158,000 | +12.3% | 189,158 | +2.0% | 1.90% | +3.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $9,728,000 | +1551.6% | 8,291 | +1441.1% | 1.82% | +1418.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $9,573,000 | +3.2% | 33,640 | -1.2% | 1.79% | -4.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $8,770,000 | +5.2% | 219,362 | -2.6% | 1.64% | -3.0% |
| GIS | Buy | GENERAL MLS INC | $8,757,000 | +19.3% | 169,223 | +1.5% | 1.64% | +10.1% |
| CMI | Sell | CUMMINS INC | $8,540,000 | +4.9% | 54,093 | -1.5% | 1.60% | -3.2% |
| SHW | Buy | SHERWIN WILLIAMS CO | $8,483,000 | +1.7% | 19,695 | +0.0% | 1.59% | -6.2% |
| DAL | Buy | DELTA AIR LINES INC DEL | $8,420,000 | +632.8% | 163,011 | +618.1% | 1.58% | +576.8% |
| BBY | Buy | BEST BUY INC | $8,101,000 | +23.0% | 114,000 | +1.2% | 1.52% | +13.5% |
| LRCX | Sell | LAM RESEARCH CORP | $7,999,000 | +1.5% | 44,684 | -0.2% | 1.50% | -6.4% |
| CVS | Buy | CVS HEALTH CORP | $7,949,000 | -16.4% | 147,388 | +0.9% | 1.49% | -22.9% |
| FE | Sell | FIRSTENERGY CORP | $7,941,000 | +4.5% | 190,839 | -1.1% | 1.49% | -3.6% |
| WMT | Buy | WALMART INC | $7,530,000 | +2.7% | 77,210 | +1.3% | 1.41% | -5.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $7,460,000 | -0.0% | 40,945 | +1.7% | 1.40% | -7.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $7,432,000 | -1.2% | 48,549 | -2.5% | 1.39% | -8.9% |
| TEL | Buy | TE CONNECTIVITY LTD | $7,286,000 | +2.3% | 90,234 | +1.4% | 1.36% | -5.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $7,138,000 | -2.3% | 149,606 | +2.6% | 1.34% | -9.8% |
| PRU | Buy | PRUDENTIAL FINL INC | $7,085,000 | +2.0% | 77,114 | +1.6% | 1.33% | -5.9% |
| C | Sell | CITIGROUP INC | $6,986,000 | -3.5% | 112,278 | -4.4% | 1.31% | -11.0% |
| MPC | Buy | MARATHON PETE CORP | $6,795,000 | -0.6% | 113,527 | +2.5% | 1.27% | -8.3% |
| LB | Buy | L BRANDS INC | $6,757,000 | +4.2% | 244,994 | +2.4% | 1.27% | -3.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $6,755,000 | +2.4% | 80,335 | +2.2% | 1.26% | -5.6% |
| HPQ | Sell | HP INC | $6,666,000 | -15.9% | 343,077 | -1.1% | 1.25% | -22.4% |
| VIAB | New | VIACOM INC NEWcl b | $6,108,000 | – | 217,607 | +100.0% | 1.14% | – |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $5,302,000 | +17.0% | 61,899 | +13.5% | 0.99% | +7.9% |
| FB | Buy | FACEBOOK INCcl a | $5,262,000 | +11.6% | 31,567 | +11.0% | 0.99% | +3.0% |
| TCBK | TRICO BANCSHARES | $4,863,000 | +3.7% | 123,769 | 0.0% | 0.91% | -4.4% | |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $4,848,000 | +5.0% | 127,483 | +1.8% | 0.91% | -3.2% |
| V | Sell | VISA INC | $4,355,000 | +10.9% | 27,881 | -0.0% | 0.82% | +2.4% |
| BKNG | Buy | BOOKING HLDGS INC | $3,567,000 | -5.8% | 2,044 | +0.7% | 0.67% | -13.1% |
| NVR | NVR INC | $3,556,000 | +6.3% | 1,285 | 0.0% | 0.67% | -1.9% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,506,000 | -13.2% | 17,451 | -12.3% | 0.66% | -19.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $3,454,000 | +11.5% | 19,620 | -1.7% | 0.65% | +2.9% |
| ASML | Buy | ASML HOLDING N V | $3,403,000 | +22.3% | 18,095 | +16.1% | 0.64% | +12.7% |
| HD | Buy | HOME DEPOT INC | $3,376,000 | +71.6% | 17,595 | +63.6% | 0.63% | +58.4% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $3,332,000 | +10.1% | 28,745 | -4.5% | 0.62% | +1.5% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $3,064,000 | +4.4% | 42,502 | +0.1% | 0.57% | -3.7% |
| DIS | Sell | DISNEY WALT CO | $3,003,000 | +1.3% | 27,049 | -0.2% | 0.56% | -6.5% |
| CB | Sell | CHUBB LIMITED | $2,956,000 | +0.1% | 21,099 | -6.7% | 0.55% | -7.5% |
| SHOP | Sell | SHOPIFY INCcl a | $2,891,000 | +16.3% | 13,990 | -2.5% | 0.54% | +7.3% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $2,870,000 | +7.4% | 3,969 | -1.6% | 0.54% | -0.9% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,850,000 | -1.3% | 39,341 | -0.6% | 0.53% | -8.9% |
| EFA | ISHARES TRmsci eafe etf | $2,716,000 | +4.7% | 41,874 | 0.0% | 0.51% | -3.4% | |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $2,679,000 | – | 19,300 | +100.0% | 0.50% | – |
| MA | Sell | MASTERCARD INCcl a | $2,637,000 | +8.0% | 11,200 | -0.4% | 0.49% | -0.4% |
| CP | Sell | CANADIAN PAC RY LTD | $2,615,000 | +1.6% | 12,694 | -2.3% | 0.49% | -6.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,558,000 | +2.4% | 42,085 | -2.3% | 0.48% | -5.5% |
| TJX | Sell | TJX COS INC NEW | $2,554,000 | +7.1% | 48,003 | -1.2% | 0.48% | -1.2% |
| ABT | Sell | ABBOTT LABS | $2,387,000 | +7.6% | 29,860 | -1.0% | 0.45% | -0.7% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,386,000 | +4.4% | 58,240 | -2.5% | 0.45% | -3.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,348,000 | +11.4% | 8,577 | -0.5% | 0.44% | +2.8% |
| RMD | Buy | RESMED INC | $2,314,000 | +47.7% | 22,254 | +38.1% | 0.43% | +36.2% |
| WFC | Sell | WELLS FARGO CO NEW | $2,300,000 | -5.9% | 47,605 | -7.2% | 0.43% | -13.1% |
| PEP | Sell | PEPSICO INC | $2,266,000 | +7.8% | 18,489 | -0.7% | 0.42% | -0.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,220,000 | +0.2% | 11,719 | -1.4% | 0.42% | -7.6% |
| BWLA | BOWL AMER INCcl a | $2,222,000 | -2.9% | 147,625 | 0.0% | 0.42% | -10.5% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,153,000 | -2.6% | 27,907 | -2.2% | 0.40% | -10.2% |
| ABBV | Sell | ABBVIE INC | $2,120,000 | +0.1% | 26,312 | -0.8% | 0.40% | -7.7% |
| PSX | Sell | PHILLIPS 66 | $2,116,000 | +1.0% | 22,234 | -0.0% | 0.40% | -6.8% |
| DLTR | Buy | DOLLAR TREE INC | $2,113,000 | +7.7% | 20,115 | +0.1% | 0.40% | -0.5% |
| EXPE | Buy | EXPEDIA GROUP INC | $2,070,000 | +48.8% | 17,391 | +58.3% | 0.39% | +37.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,008,000 | +3.8% | 21,885 | +1.6% | 0.38% | -4.3% |
| STE | New | STERIS PLC | $1,937,000 | – | 15,127 | +100.0% | 0.36% | – |
| ICF | ISHARES TRcohen steer reit | $1,925,000 | +3.7% | 17,315 | 0.0% | 0.36% | -4.2% | |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,865,000 | -5.0% | 14,467 | -9.5% | 0.35% | -12.5% |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,848,000 | +4.6% | 19,568 | -0.3% | 0.35% | -3.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,815,000 | +0.2% | 70,605 | +0.4% | 0.34% | -7.6% |
| ORCL | Sell | ORACLE CORP | $1,766,000 | -3.9% | 32,886 | -8.3% | 0.33% | -11.3% |
| BDX | Buy | BECTON DICKINSON & CO | $1,732,000 | +3.3% | 6,934 | +0.4% | 0.32% | -4.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,700,000 | +4.2% | 22,969 | -4.3% | 0.32% | -3.9% |
| UNP | Sell | UNION PACIFIC CORP | $1,700,000 | -17.9% | 10,168 | -19.3% | 0.32% | -24.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,666,000 | +3.5% | 41,202 | -6.1% | 0.31% | -4.6% |
| MIDD | Sell | MIDDLEBY CORP | $1,653,000 | +7.5% | 12,711 | -0.6% | 0.31% | -0.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,648,000 | +3.3% | 9,034 | -5.2% | 0.31% | -4.6% |
| ZTS | Sell | ZOETIS INCcl a | $1,620,000 | +16.6% | 16,094 | -0.0% | 0.30% | +7.4% |
| IBN | Sell | ICICI BK LTDadr | $1,610,000 | +14.9% | 140,510 | -2.9% | 0.30% | +6.0% |
| QGEN | Sell | QIAGEN NV | $1,609,000 | +5.2% | 39,554 | -5.2% | 0.30% | -3.2% |
| WLTW | WILLIS TOWERS WATSON PUB LTD | $1,597,000 | +3.3% | 9,093 | 0.0% | 0.30% | -4.8% | |
| MLCO | Sell | MELCO RESORTS AND ENTMT LTDadr | $1,596,000 | -2.8% | 70,630 | -4.6% | 0.30% | -10.2% |
| SPGI | Buy | S&P GLOBAL INC | $1,593,000 | +9.0% | 7,565 | +0.4% | 0.30% | +0.3% |
| SBUX | Buy | STARBUCKS CORP | $1,566,000 | +72.7% | 21,060 | +62.5% | 0.29% | +59.2% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,554,000 | +4.4% | 33,231 | +1.0% | 0.29% | -3.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,528,000 | -18.9% | 15,096 | -19.2% | 0.29% | -25.3% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $1,521,000 | +45.3% | 14,670 | +37.7% | 0.28% | +33.8% |
| XOM | Sell | EXXON MOBIL CORP | $1,490,000 | +0.1% | 18,443 | -8.1% | 0.28% | -7.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,478,000 | +13.3% | 14,230 | +1.1% | 0.28% | +4.5% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,476,000 | +12.3% | 7,713 | +1.7% | 0.28% | +3.4% |
| PFE | Sell | PFIZER INC | $1,429,000 | -12.2% | 33,652 | -13.8% | 0.27% | -18.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,428,000 | +32.2% | 5,776 | +37.5% | 0.27% | +21.9% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,414,000 | -15.5% | 22,354 | -5.9% | 0.26% | -22.1% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,414,000 | +0.1% | 18,848 | -1.9% | 0.26% | -7.7% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,403,000 | +6.9% | 25,004 | +2.7% | 0.26% | -1.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,365,000 | +7.8% | 11,988 | +1.6% | 0.26% | -0.4% |
| CBOE | Buy | CBOE GLOBAL MARKETS INC | $1,315,000 | +1.5% | 13,781 | +0.2% | 0.25% | -6.5% |
| MSFT | Sell | MICROSOFT CORP | $1,315,000 | +7.3% | 11,150 | -4.2% | 0.25% | -1.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,301,000 | +18.1% | 22,002 | +7.9% | 0.24% | +8.9% |
| ECL | Sell | ECOLAB INC | $1,294,000 | +9.1% | 7,329 | -1.0% | 0.24% | +0.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,264,000 | +3.4% | 4,476 | -0.9% | 0.24% | -4.4% |
| DFS | Sell | DISCOVER FINL SVCS | $1,230,000 | -5.2% | 17,285 | -9.6% | 0.23% | -12.9% |
| IWF | ISHARES TRrus 1000 grw etf | $1,203,000 | +5.4% | 7,951 | 0.0% | 0.22% | -3.0% | |
| ICLR | Sell | ICON PLC | $1,181,000 | -36.1% | 8,647 | -35.1% | 0.22% | -41.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,147,000 | -25.0% | 8,205 | -29.2% | 0.22% | -30.9% |
| MRK | Sell | MERCK & CO INC | $1,140,000 | +5.8% | 13,711 | -2.3% | 0.21% | -2.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,136,000 | +6.4% | 7,218 | +1.9% | 0.21% | -1.8% |
| CCEP | Sell | COCA COLA EUROPEAN PARTNERS | $1,134,000 | -1.3% | 21,911 | -8.2% | 0.21% | -9.0% |
| WLDN | Sell | WILLDAN GROUP INC | $1,078,000 | +5.2% | 29,083 | -0.1% | 0.20% | -2.9% |
| CHD | Sell | CHURCH & DWIGHT INC | $1,041,000 | +9.1% | 14,615 | -1.7% | 0.20% | +0.5% |
| TSCO | Sell | TRACTOR SUPPLY CO | $1,031,000 | -4.8% | 10,550 | -8.2% | 0.19% | -12.3% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $1,007,000 | +7.7% | 11,576 | +11.6% | 0.19% | -0.5% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $1,007,000 | +15.3% | 24,633 | +8.3% | 0.19% | +6.8% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $986,000 | +1.0% | 17,979 | -1.5% | 0.18% | -6.6% |
| NFLX | Sell | NETFLIX INC | $971,000 | +3.0% | 2,722 | -0.2% | 0.18% | -5.2% |
| FAST | Sell | FASTENAL CO | $964,000 | -3.0% | 14,985 | -6.7% | 0.18% | -10.4% |
| TIP | ISHARES TRtips bd etf | $952,000 | +2.4% | 8,418 | 0.0% | 0.18% | -5.8% | |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $938,000 | +16.1% | 133,455 | +16.8% | 0.18% | +7.3% |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATI | $903,000 | -22.6% | 21,111 | -19.1% | 0.17% | -28.7% |
| AVGO | Buy | BROADCOM INC | $850,000 | +13.6% | 2,825 | +4.1% | 0.16% | +4.6% |
| MLPX | Sell | GLOBAL X FDSglb x mlp enrg i | $836,000 | -11.8% | 63,407 | -17.2% | 0.16% | -18.7% |
| ULTA | Buy | ULTA BEAUTY INC | $814,000 | +43.6% | 2,335 | +22.8% | 0.15% | +32.2% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $808,000 | -16.7% | 5,593 | -18.9% | 0.15% | -23.4% |
| MDT | Sell | MEDTRONIC PLC | $802,000 | -10.1% | 8,800 | -11.6% | 0.15% | -17.1% |
| RYAAY | Sell | RYANAIR HLDGS PLCsponsored ads | $793,000 | +2.7% | 10,581 | -1.5% | 0.15% | -5.1% |
| ETSY | Sell | ETSY INC | $762,000 | +25.7% | 11,338 | -0.6% | 0.14% | +16.3% |
| HON | Sell | HONEYWELL INTL INC | $762,000 | -1.8% | 4,794 | -8.3% | 0.14% | -9.5% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $746,000 | +8.0% | 15,675 | +2.5% | 0.14% | 0.0% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $734,000 | +4.7% | 5,737 | -3.1% | 0.14% | -3.5% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $729,000 | -29.8% | 2,102 | -31.6% | 0.14% | -35.1% |
| AMZN | Buy | AMAZON COM INC | $712,000 | +21.7% | 400 | +8.7% | 0.13% | +11.8% |
| TSN | Buy | TYSON FOODS INCcl a | $704,000 | +25.3% | 10,133 | +7.1% | 0.13% | +15.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $698,000 | +4.2% | 10,556 | -0.4% | 0.13% | -3.7% |
| ADI | Sell | ANALOG DEVICES INC | $699,000 | -0.4% | 6,642 | -3.7% | 0.13% | -8.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $680,000 | -10.1% | 6,090 | -12.2% | 0.13% | -17.5% |
| AZO | Buy | AUTOZONE INC | $668,000 | +34.9% | 652 | +16.8% | 0.12% | +23.8% |
| GM | Sell | GENERAL MTRS CO | $664,000 | -5.8% | 17,891 | -1.9% | 0.12% | -13.3% |
| LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE | $662,000 | -6.5% | 17,324 | -2.9% | 0.12% | -13.9% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $645,000 | +2.9% | 7,026 | -3.1% | 0.12% | -4.7% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $639,000 | +7.9% | 3,381 | -1.7% | 0.12% | 0.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $636,000 | +28.7% | 4,670 | +21.2% | 0.12% | +19.0% |
| NICE | Sell | NICE LTDsponsored adr | $617,000 | -19.1% | 5,040 | -26.1% | 0.12% | -25.2% |
| IWD | ISHARES TRrus 1000 val etf | $621,000 | +3.2% | 5,025 | 0.0% | 0.12% | -4.9% | |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $615,000 | -5.1% | 12,122 | +6.3% | 0.12% | -12.9% |
| AGO | Sell | ASSURED GUARANTY LTD | $612,000 | +5.9% | 13,778 | -3.2% | 0.12% | -1.7% |
| MAS | Buy | MASCO CORP | $609,000 | +14.5% | 15,489 | +5.4% | 0.11% | +5.6% |
| CTAS | Buy | CINTAS CORP | $601,000 | +3.1% | 2,973 | +0.8% | 0.11% | -4.2% |
| DHI | Buy | D R HORTON INC | $598,000 | +21.1% | 14,452 | +10.4% | 0.11% | +12.0% |
| ENIA | Buy | ENEL AMERICAS S Asponsored adr | $593,000 | +100.3% | 66,386 | +127.8% | 0.11% | +85.0% |
| WNS | Sell | WNS HOLDINGS LTDspon adr | $593,000 | +1.4% | 11,133 | -2.5% | 0.11% | -6.7% |
| EEM | ISHARES TRmsci emg mkt etf | $594,000 | +2.1% | 13,851 | 0.0% | 0.11% | -5.9% | |
| ENB | Sell | ENBRIDGE INC | $578,000 | -2.2% | 15,931 | -2.1% | 0.11% | -10.0% |
| SNPS | SYNOPSYS INC | $561,000 | +16.6% | 4,868 | 0.0% | 0.10% | +7.1% | |
| CVX | Sell | CHEVRON CORP NEW | $557,000 | -4.1% | 4,526 | -8.8% | 0.10% | -11.9% |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $554,000 | +18.6% | 8,696 | 0.0% | 0.10% | +9.5% | |
| MS | Sell | MORGAN STANLEY | $557,000 | +4.5% | 13,206 | -0.3% | 0.10% | -3.7% |
| VLO | Buy | VALERO ENERGY CORP NEW | $554,000 | +7.2% | 6,533 | +5.3% | 0.10% | -1.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $546,000 | -37.3% | 5,245 | -40.8% | 0.10% | -42.4% |
| MMM | Buy | 3M CO | $545,000 | +10.3% | 2,622 | +6.7% | 0.10% | +2.0% |
| CI | Sell | CIGNA CORP NEW | $546,000 | -26.0% | 3,398 | -15.8% | 0.10% | -32.0% |
| LKQ | Buy | LKQ CORP | $546,000 | +13.5% | 19,228 | +5.5% | 0.10% | +4.1% |
| LII | Sell | LENNOX INTL INC | $542,000 | +9.7% | 2,051 | -1.4% | 0.10% | +2.0% |
| UL | New | UNILEVER PLCspon adr new | $535,000 | – | 9,272 | +100.0% | 0.10% | – |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $527,000 | +11.9% | 6,041 | 0.0% | 0.10% | +3.1% | |
| FIVE | Sell | FIVE BELOW INC | $530,000 | -6.7% | 4,264 | -2.4% | 0.10% | -13.9% |
| NVO | Sell | NOVO-NORDISK A Sadr | $525,000 | -73.6% | 10,030 | -75.4% | 0.10% | -75.7% |
| EMN | New | EASTMAN CHEMICAL CO | $516,000 | – | 6,797 | +100.0% | 0.10% | – |
| MKC | MCCORMICK & CO INC | $519,000 | +18.2% | 3,445 | 0.0% | 0.10% | +9.0% | |
| CPRT | COPART INC | $514,000 | +16.0% | 8,488 | 0.0% | 0.10% | +6.7% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPcl a | $511,000 | +17.5% | 2,437 | 0.0% | 0.10% | +9.1% | |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $511,000 | +7.1% | 4,038 | -1.3% | 0.10% | -1.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $505,000 | +0.4% | 7,634 | -1.6% | 0.10% | -6.9% |
| CSCO | Sell | CISCO SYS INC | $509,000 | -36.8% | 9,430 | -44.3% | 0.10% | -41.7% |
| ADS | Buy | ALLIANCE DATA SYSTEMS CORP | $500,000 | +16.8% | 2,855 | +10.0% | 0.09% | +8.0% |
| COO | COOPER COS INC | $504,000 | +7.7% | 1,702 | 0.0% | 0.09% | -1.1% | |
| CRL | Sell | CHARLES RIV LABS INTL INC | $501,000 | +14.4% | 3,450 | -0.8% | 0.09% | +5.6% |
| USMV | ISHARES TRmin vol usa etf | $496,000 | +4.9% | 8,438 | 0.0% | 0.09% | -3.1% | |
| G | GENPACT LIMITED | $493,000 | +7.9% | 14,008 | 0.0% | 0.09% | -1.1% | |
| POOL | Sell | POOL CORPORATION | $485,000 | +6.1% | 2,939 | -0.2% | 0.09% | -2.2% |
| DISCK | Sell | DISCOVERY INC | $481,000 | -12.9% | 18,940 | -7.8% | 0.09% | -19.6% |
| ING | Buy | ING GROEP N Vsponsored adr | $481,000 | +0.4% | 39,594 | +1.4% | 0.09% | -7.2% |
| ANTM | Sell | ANTHEM INC | $477,000 | -26.7% | 1,661 | -22.9% | 0.09% | -32.6% |
| MFG | Sell | MIZUHO FINL GROUP INCsponsored adr | $473,000 | -3.7% | 154,599 | -2.8% | 0.09% | -11.0% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $471,000 | +3.7% | 9,400 | 0.0% | 0.09% | -4.3% | |
| WDC | Buy | WESTERN DIGITAL CORP | $472,000 | +5.4% | 9,816 | +0.7% | 0.09% | -3.3% |
| CLB | Sell | CORE LABORATORIES N V | $472,000 | -33.4% | 6,846 | -37.4% | 0.09% | -38.9% |
| MPWR | MONOLITHIC PWR SYS INC | $470,000 | +3.8% | 3,467 | 0.0% | 0.09% | -4.3% | |
| LW | LAMB WESTON HLDGS INC | $462,000 | +6.5% | 6,170 | 0.0% | 0.09% | -1.1% | |
| IEX | New | IDEX CORP | $467,000 | – | 3,080 | +100.0% | 0.09% | – |
| AVY | AVERY DENNISON CORP | $459,000 | +10.9% | 4,059 | 0.0% | 0.09% | +2.4% | |
| XYL | Sell | XYLEM INC | $458,000 | +5.3% | 5,798 | -4.9% | 0.09% | -2.3% |
| QLYS | Sell | QUALYS INC | $459,000 | -13.2% | 5,544 | -0.6% | 0.09% | -19.6% |
| JKHY | HENRY JACK & ASSOC INC | $456,000 | +5.6% | 3,289 | 0.0% | 0.08% | -3.4% | |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $454,000 | +6.3% | 4,515 | +6.3% | 0.08% | -2.3% |
| CNC | Buy | CENTENE CORP DEL | $456,000 | -6.7% | 8,583 | +8.7% | 0.08% | -14.1% |
| NDAQ | Sell | NASDAQ INC | $455,000 | -2.6% | 5,200 | -3.4% | 0.08% | -10.5% |
| HHC | Sell | HOWARD HUGHES CORP | $449,000 | -3.2% | 4,080 | -2.9% | 0.08% | -10.6% |
| BURL | BURLINGTON STORES INC | $450,000 | -6.6% | 2,875 | 0.0% | 0.08% | -14.3% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $448,000 | +15.8% | 8,305 | +12.0% | 0.08% | +6.3% |
| KO | Sell | COCA COLA CO | $448,000 | -9.7% | 9,556 | -4.3% | 0.08% | -16.8% |
| KT | Sell | KT CORPsponsored adr | $448,000 | -10.6% | 36,049 | -2.9% | 0.08% | -17.6% |
| PACW | Sell | PACWEST BANCORP DEL | $443,000 | -6.9% | 11,780 | -1.2% | 0.08% | -14.4% |
| FWONK | Sell | LIBERTY MEDIA CORP DELAWARE | $441,000 | +10.5% | 12,581 | -3.9% | 0.08% | +2.5% |
| ROST | Sell | ROSS STORES INC | $439,000 | -31.2% | 4,719 | -30.4% | 0.08% | -36.9% |
| FLY | Sell | FLY LEASING LTDsponsored adr | $438,000 | +15.3% | 31,659 | -9.1% | 0.08% | +6.5% |
| SWKS | SKYWORKS SOLUTIONS INC | $440,000 | +0.9% | 5,332 | 0.0% | 0.08% | -7.9% | |
| WY | Sell | WEYERHAEUSER CO | $434,000 | +2.8% | 16,471 | -0.9% | 0.08% | -5.8% |
| ROL | ROLLINS INC | $435,000 | +8.8% | 10,449 | 0.0% | 0.08% | 0.0% | |
| PVH | PVH CORP | $429,000 | +8.3% | 3,515 | 0.0% | 0.08% | 0.0% | |
| PSO | Sell | PEARSON PLCsponsored adr | $423,000 | -52.6% | 38,511 | -47.6% | 0.08% | -56.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $420,000 | +3.4% | 7,221 | -1.1% | 0.08% | -3.7% |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $419,000 | -5.4% | 7,880 | -2.6% | 0.08% | -13.3% |
| MCK | New | MCKESSON CORP | $415,000 | – | 3,544 | +100.0% | 0.08% | – |
| RJF | RAYMOND JAMES FINANCIAL INC | $419,000 | +0.5% | 5,206 | 0.0% | 0.08% | -8.2% | |
| GHC | Buy | GRAHAM HLDGS CO | $419,000 | +9.7% | 613 | +6.8% | 0.08% | 0.0% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $412,000 | -0.5% | 3,079 | -1.3% | 0.08% | -8.3% |
| TXRH | TEXAS ROADHOUSE INC | $409,000 | -2.9% | 6,583 | 0.0% | 0.08% | -9.4% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $399,000 | +15.0% | 2,792 | 0.0% | 0.08% | +7.1% | |
| RTN | Buy | RAYTHEON CO | $399,000 | +10.8% | 2,191 | +8.2% | 0.08% | +2.7% |
| H | HYATT HOTELS CORP | $399,000 | +2.6% | 5,499 | 0.0% | 0.08% | -5.1% | |
| ZION | Sell | ZIONS BANCORPORATION N A | $403,000 | -11.4% | 8,875 | -3.5% | 0.08% | -18.5% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $392,000 | +14.0% | 4,358 | +11.8% | 0.07% | +4.3% |
| ROLL | RBC BEARINGS INC | $382,000 | -2.6% | 3,002 | 0.0% | 0.07% | -10.0% | |
| GNRC | GENERAC HLDGS INC | $385,000 | +2.1% | 7,510 | 0.0% | 0.07% | -6.5% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $382,000 | +7.0% | 10,546 | +2.4% | 0.07% | 0.0% |
| AON | Sell | AON PLC | $378,000 | -14.3% | 2,213 | -14.4% | 0.07% | -21.1% |
| LFUS | LITTELFUSE INC | $379,000 | +1.6% | 2,078 | 0.0% | 0.07% | -6.6% | |
| BTTGY | Buy | BT GROUP PLCadr | $375,000 | +40.4% | 25,369 | +40.3% | 0.07% | +29.6% |
| QCOM | Sell | QUALCOMM INC | $372,000 | -65.4% | 6,522 | -69.2% | 0.07% | -68.0% |
| SBS | Buy | COMPANHIA DE SANEAMENTO BASIsponsored adr | $371,000 | +72.6% | 35,064 | +66.2% | 0.07% | +56.8% |
| FFIV | Buy | F5 NETWORKS INC | $366,000 | +2.8% | 2,335 | +7.0% | 0.07% | -4.2% |
| AYI | Buy | ACUITY BRANDS INC | $367,000 | +12.2% | 3,056 | +18.8% | 0.07% | +4.5% |
| ONB | OLD NATL BANCORP IND | $365,000 | -2.9% | 22,275 | 0.0% | 0.07% | -10.5% | |
| IEMG | ISHARES INCcore msci emkt | $359,000 | +2.6% | 6,935 | 0.0% | 0.07% | -5.6% | |
| IWV | ISHARES TRrussell 3000 etf | $350,000 | +4.2% | 2,097 | 0.0% | 0.07% | -2.9% | |
| CRTO | New | CRITEO S Aspons ads | $348,000 | – | 17,355 | +100.0% | 0.06% | – |
| WM | Sell | WASTE MGMT INC DEL | $349,000 | +4.2% | 3,362 | -2.3% | 0.06% | -4.4% |
| FORTY | Sell | FORMULA SYS 1985 LTDsponsored ads | $348,000 | +11.9% | 7,718 | -3.1% | 0.06% | +3.2% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $326,000 | +0.9% | 3,453 | 0.0% | 0.06% | -7.6% | |
| J | JACOBS ENGR GROUP INC | $323,000 | +14.1% | 4,300 | 0.0% | 0.06% | +7.0% | |
| CYBR | New | CYBERARK SOFTWARE LTD | $326,000 | – | 2,735 | +100.0% | 0.06% | – |
| FISV | Sell | FISERV INC | $322,000 | +3.5% | 3,652 | -0.7% | 0.06% | -4.8% |
| BAC | Sell | BANK AMER CORP | $320,000 | -46.2% | 11,594 | -44.6% | 0.06% | -50.4% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $322,000 | +10.7% | 2,850 | +7.0% | 0.06% | +1.7% |
| AIV | New | APARTMENT INVT & MGMT COcl a | $314,000 | – | 6,243 | +100.0% | 0.06% | – |
| CTXS | Sell | CITRIX SYS INC | $315,000 | -8.7% | 3,162 | -3.8% | 0.06% | -15.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $310,000 | +23.5% | 4,811 | +18.5% | 0.06% | +13.7% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $309,000 | -1.0% | 2,202 | -5.5% | 0.06% | -7.9% |
| MCD | Sell | MCDONALDS CORP | $307,000 | +0.3% | 1,617 | -8.0% | 0.06% | -6.5% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $307,000 | +1.3% | 3,269 | -2.2% | 0.06% | -6.5% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $309,000 | +6.9% | 5,576 | +1.8% | 0.06% | -1.7% |
| DLX | Sell | DELUXE CORP | $306,000 | -11.6% | 7,001 | -1.0% | 0.06% | -18.6% |
| PAYX | Sell | PAYCHEX INC | $306,000 | +5.5% | 3,812 | -2.7% | 0.06% | -3.4% |
| AVB | Sell | AVALONBAY CMNTYS INC | $305,000 | +1.3% | 1,519 | -1.7% | 0.06% | -6.6% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $302,000 | +2.4% | 3,603 | -2.2% | 0.06% | -5.0% |
| AFL | Sell | AFLAC INC | $298,000 | +1.4% | 5,970 | -2.1% | 0.06% | -6.7% |
| RSG | Sell | REPUBLIC SVCS INC | $301,000 | +2.7% | 3,745 | -1.9% | 0.06% | -6.7% |
| HRB | Sell | BLOCK H & R INC | $292,000 | -2.7% | 12,210 | -2.6% | 0.06% | -9.8% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $295,000 | -22.0% | 7,207 | -25.0% | 0.06% | -28.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $288,000 | +2.5% | 4,197 | -1.6% | 0.05% | -5.3% |
| LULU | Sell | LULULEMON ATHLETICA INC | $289,000 | +8.6% | 1,761 | -1.0% | 0.05% | 0.0% |
| CDXC | CHROMADEX CORP | $287,000 | +18.6% | 68,541 | 0.0% | 0.05% | +10.2% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $281,000 | -2.4% | 936 | -2.4% | 0.05% | -8.6% |
| DWDP | Sell | DOWDUPONT INC | $283,000 | -27.8% | 5,310 | -29.6% | 0.05% | -33.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $281,000 | -2.1% | 3,120 | -1.9% | 0.05% | -8.6% |
| CME | Sell | CME GROUP INC | $276,000 | -8.3% | 1,675 | -1.3% | 0.05% | -14.8% |
| PRI | Sell | PRIMERICA INC | $280,000 | +4.1% | 2,295 | -1.4% | 0.05% | -5.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $280,000 | -13.6% | 6,579 | -17.4% | 0.05% | -21.2% |
| WU | Sell | WESTERN UN CO | $277,000 | -43.8% | 14,991 | -45.7% | 0.05% | -48.0% |
| ADBE | Sell | ADOBE INC | $270,000 | +2.7% | 1,012 | -0.5% | 0.05% | -3.8% |
| IBCP | INDEPENDENT BANK CORP MICH | $255,000 | -3.4% | 11,878 | 0.0% | 0.05% | -11.1% | |
| MTZ | New | MASTEC INC | $249,000 | – | 5,182 | +100.0% | 0.05% | – |
| SYY | Buy | SYSCO CORP | $240,000 | +3.9% | 3,590 | +2.9% | 0.04% | -4.3% |
| T | Sell | AT&T INC | $240,000 | +1.3% | 7,640 | -4.0% | 0.04% | -6.2% |
| EPC | Sell | EDGEWELL PERS CARE CO | $242,000 | +0.4% | 5,505 | -2.4% | 0.04% | -8.2% |
| HUM | Sell | HUMANA INC | $241,000 | -9.7% | 906 | -0.3% | 0.04% | -16.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $242,000 | -3.2% | 1,714 | -8.1% | 0.04% | -11.8% |
| BYD | Buy | BOYD GAMING CORP | $228,000 | +2.7% | 8,350 | +2.4% | 0.04% | -4.4% |
| VIG | VANGUARD GROUPdiv app etf | $229,000 | +4.1% | 2,093 | 0.0% | 0.04% | -4.4% | |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $219,000 | +2.8% | 4,695 | 0.0% | 0.04% | -4.7% | |
| UPLD | Sell | UPLAND SOFTWARE INC | $218,000 | +5.3% | 5,144 | -21.0% | 0.04% | -2.4% |
| BA | Sell | BOEING CO | $219,000 | -51.5% | 575 | -48.7% | 0.04% | -55.4% |
| AES | AES CORP | $218,000 | +5.3% | 12,042 | 0.0% | 0.04% | -2.4% | |
| DOX | Sell | AMDOCS LTD | $216,000 | -42.6% | 3,983 | -41.2% | 0.04% | -47.4% |
| STI | Sell | SUNTRUST BKS INC | $208,000 | -31.4% | 3,506 | -25.1% | 0.04% | -37.1% |
| CC | New | CHEMOURS CO | $207,000 | – | 5,567 | +100.0% | 0.04% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $210,000 | +0.5% | 4,121 | +0.2% | 0.04% | -7.1% |
| VAC | Sell | MARRIOTT VACTINS WORLDWID CO | $201,000 | -5.6% | 2,150 | -8.0% | 0.04% | -11.6% |
| AIG | Sell | AMERICAN INTL GROUP INC | $201,000 | -36.4% | 4,668 | -36.3% | 0.04% | -40.6% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $200,000 | -13.4% | 2,083 | -20.5% | 0.04% | -21.3% |
| APTS | Buy | PREFERRED APT CMNTYS INC | $187,000 | -4.1% | 12,589 | +3.5% | 0.04% | -12.5% |
| ET | New | ENERGY TRANSFER LP | $160,000 | – | 10,408 | +100.0% | 0.03% | – |
| MITK | Sell | MITEK SYS INC | $152,000 | -21.2% | 12,454 | -27.7% | 0.03% | -28.2% |
| EVRI | Buy | EVERI HLDGS INC | $131,000 | +47.2% | 12,492 | +0.8% | 0.02% | +38.9% |
| F | Buy | FORD MTR CO DEL | $121,000 | +10.0% | 13,792 | +4.8% | 0.02% | +4.5% |
| SPAR | New | SPARTAN MTRS INC | $90,000 | – | 10,156 | +100.0% | 0.02% | – |
| SID | New | COMPANHIA SIDERURGICA NACIONsponsored adr | $91,000 | – | 22,174 | +100.0% | 0.02% | – |
| SHW | New | SHERWIN WILLIAMS COput | $77,000 | – | 22,100 | +100.0% | 0.01% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Nput | $26,000 | – | 2,000 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INCput | $19,000 | – | 19,400 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INCput | $15,000 | – | 3,500 | +100.0% | 0.00% | – |
| ORCL | ORACLE CORPput | $9,000 | – | 29,400 | 0.0% | 0.00% | – | |
| PGR | Buy | PROGRESSIVE CORP OHIOput | $5,000 | – | 40,800 | +296.1% | 0.00% | – |
| ABT | New | ABBOTT LABSput | $5,000 | – | 18,800 | +100.0% | 0.00% | – |
| DIS | DISNEY WALT COput | $3,000 | +200.0% | 5,500 | 0.0% | 0.00% | – | |
| JPM | JPMORGAN CHASE & COput | $2,000 | – | 6,400 | 0.0% | 0.00% | – | |
| CELG | CELGENE CORPput | $2,000 | -91.7% | 89,000 | 0.0% | 0.00% | -100.0% | |
| XOM | New | EXXON MOBIL CORPput | $0 | – | 2,800 | +100.0% | 0.00% | – |
| IBCP | New | INDEPENDENT BANK CORP MICHput | $2,000 | – | 11,800 | +100.0% | 0.00% | – |
| AAPL | New | APPLE INCput | $1,000 | – | 10,000 | +100.0% | 0.00% | – |
| V | New | VISA INCput | $0 | – | 4,000 | +100.0% | 0.00% | – |
| WLTW | New | WILLIS TOWERS WATSON PUB LTDput | $1,000 | – | 9,000 | +100.0% | 0.00% | – |
| MMM | New | 3M COput | $1,000 | – | 2,200 | +100.0% | 0.00% | – |
| ACCO | Exit | ACCO BRANDS CORP | $0 | – | -11,760 | -100.0% | -0.02% | – |
| ELP | Exit | COMPANHIA PARANAENSE ENERG Cspon adr pfd | $0 | – | -12,372 | -100.0% | -0.02% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -10,585 | -100.0% | -0.02% | – |
| RUN | Exit | SUNRUN INC | $0 | – | -11,409 | -100.0% | -0.04% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -11,286 | -100.0% | -0.04% | – |
| QTNA | Exit | QUANTENNA COMMUNICATIONS INC | $0 | – | -11,170 | -100.0% | -0.04% | – |
| PTR | Exit | PETROCHINA CO LTDsponsored adr | $0 | – | -3,258 | -100.0% | -0.04% | – |
| CPK | Exit | CHESAPEAKE UTILS CORP | $0 | – | -2,477 | -100.0% | -0.04% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -2,974 | -100.0% | -0.05% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -2,502 | -100.0% | -0.05% | – |
| HZNP | Exit | HORIZON PHARMA PLC | $0 | – | -10,501 | -100.0% | -0.05% | – |
| BAP | Exit | CREDICORP LTD | $0 | – | -1,093 | -100.0% | -0.05% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -6,184 | -100.0% | -0.05% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -4,691 | -100.0% | -0.06% | – |
| AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -6,294 | -100.0% | -0.06% | – |
| ALLE | Exit | ALLEGION PUB LTD CO | $0 | – | -4,852 | -100.0% | -0.09% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -5,413 | -100.0% | -0.09% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -11,410 | -100.0% | -0.11% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -6,963 | -100.0% | -0.14% | – |
| STE | Exit | STERIS PLC | $0 | – | -15,401 | -100.0% | -0.38% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -451,154 | -100.0% | -1.29% | – |
| GPS | Exit | GAP INC DEL | $0 | – | -258,772 | -100.0% | -1.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q3 2023 | 18.5% |
| ISHARES TR | 23 | Q3 2023 | 3.7% |
| ALPHABET INC | 23 | Q3 2023 | 2.4% |
| SHERWIN WILLIAMS CO | 23 | Q3 2023 | 1.9% |
| CVS HEALTH CORP | 23 | Q3 2023 | 2.0% |
| BRISTOL-MYERS SQUIBB CO | 23 | Q3 2023 | 2.7% |
| COMCAST CORP NEW | 23 | Q3 2023 | 1.7% |
| ALPHABET INC | 23 | Q3 2023 | 1.9% |
| SIMON PPTY GROUP INC NEW | 23 | Q3 2023 | 1.5% |
| INTEL CORP | 23 | Q3 2023 | 2.0% |
View Mount Yale Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-11-02 |
View Mount Yale Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.