$962 Million is the total value of Mount Yale Investment Advisors, LLC's 456 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $158,889,000 | +19.2% | 894,798 | -5.0% | 16.52% | +7.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $23,617,000 | +36.2% | 49,513 | +23.0% | 2.46% | +23.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $17,837,000 | +8.8% | 6,157 | +0.4% | 1.85% | -1.6% |
| SHW | Sell | SHERWIN WILLIAMS CO | $15,684,000 | +24.7% | 44,537 | -0.9% | 1.63% | +12.6% |
| MSFT | Buy | MICROSOFT CORP | $13,506,000 | +20.4% | 40,159 | +0.9% | 1.40% | +8.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $12,000,000 | +12.5% | 4,147 | +3.6% | 1.25% | +1.6% |
| CVS | Sell | CVS HEALTH CORP | $11,421,000 | +21.5% | 110,707 | -0.0% | 1.19% | +9.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $10,873,000 | +9.0% | 174,383 | +3.5% | 1.13% | -1.5% |
| CSCO | Buy | CISCO SYS INC | $10,738,000 | +19.8% | 169,446 | +2.9% | 1.12% | +8.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $8,666,000 | +10.7% | 80,319 | +1.0% | 0.90% | 0.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $8,628,000 | +141.3% | 78,230 | +133.0% | 0.90% | +118.2% |
| TSN | Sell | TYSON FOODS INCcl a | $8,529,000 | +8.4% | 97,858 | -1.8% | 0.89% | -2.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,393,000 | -4.1% | 53,001 | -0.9% | 0.87% | -13.4% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $7,999,000 | +18.2% | 50,068 | -3.9% | 0.83% | +6.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $7,842,000 | +1.8% | 58,672 | +5.8% | 0.82% | -8.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $7,822,000 | +19.4% | 47,815 | +2.0% | 0.81% | +7.8% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $7,727,000 | +17.2% | 87,090 | -2.0% | 0.80% | +5.9% |
| DFS | Buy | DISCOVER FINL SVCS | $7,440,000 | +372.1% | 64,382 | +401.7% | 0.77% | +327.1% |
| FB | Sell | META PLATFORMS INCcl a | $7,412,000 | -2.1% | 22,037 | -1.2% | 0.77% | -11.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $7,263,000 | -6.5% | 144,299 | +3.9% | 0.76% | -15.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $7,178,000 | +9.0% | 59,666 | +1.1% | 0.75% | -1.6% |
| ASML | Sell | ASML HOLDING N V | $7,169,000 | +3.8% | 9,005 | -2.9% | 0.74% | -6.2% |
| ORCL | Buy | ORACLE CORP | $7,008,000 | +1.4% | 80,352 | +1.3% | 0.73% | -8.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $6,620,000 | +10.6% | 59,051 | +2.0% | 0.69% | 0.0% |
| FE | Sell | FIRSTENERGY CORP | $6,620,000 | +13.6% | 159,178 | -2.7% | 0.69% | +2.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,596,000 | +19.8% | 29,650 | +17.8% | 0.69% | +8.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $6,394,000 | +20.2% | 36,776 | +3.2% | 0.66% | +8.7% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $6,258,000 | -3.2% | 33,513 | +0.1% | 0.65% | -12.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $6,237,000 | +26.2% | 15,045 | -2.6% | 0.65% | +13.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $6,212,000 | +13.3% | 20,775 | +3.4% | 0.65% | +2.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,150,000 | +39.3% | 53,707 | +32.8% | 0.64% | +25.8% |
| INTC | Sell | INTEL CORP | $6,133,000 | -17.2% | 119,096 | -14.4% | 0.64% | -25.1% |
| C | Sell | CITIGROUP INC | $6,125,000 | -19.5% | 101,422 | -6.5% | 0.64% | -27.2% |
| STE | Sell | STERIS PLC | $5,883,000 | +18.3% | 24,167 | -0.7% | 0.61% | +7.0% |
| NSC | Sell | NORFOLK SOUTHN CORP | $5,814,000 | +17.4% | 19,528 | -5.6% | 0.60% | +6.0% |
| AMZN | Buy | AMAZON COM INC | $5,785,000 | +12.5% | 1,735 | +10.8% | 0.60% | +1.5% |
| BWA | Sell | BORGWARNER INC | $5,622,000 | +4.1% | 124,737 | -0.2% | 0.58% | -6.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $5,552,000 | -1.4% | 60,199 | +0.3% | 0.58% | -11.0% |
| BBY | Buy | BEST BUY INC | $5,321,000 | +0.6% | 52,372 | +4.7% | 0.55% | -9.0% |
| TCBK | TRICO BANCSHARES | $5,317,000 | -1.0% | 123,769 | 0.0% | 0.55% | -10.5% | |
| DIS | Buy | DISNEY WALT CO | $5,298,000 | +5.7% | 34,207 | +15.5% | 0.55% | -4.3% |
| PSX | New | PHILLIPS 66 | $5,288,000 | – | 72,984 | +100.0% | 0.55% | – |
| RMD | Sell | RESMED INC | $5,171,000 | -1.6% | 19,851 | -0.5% | 0.54% | -11.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $5,150,000 | +84.3% | 65,457 | +82.7% | 0.54% | +66.7% |
| HD | Sell | HOME DEPOT INC | $4,941,000 | +20.6% | 11,905 | -4.6% | 0.51% | +9.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,790,000 | +25.8% | 9,539 | -2.1% | 0.50% | +13.7% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $4,745,000 | +22.3% | 2,796 | -0.7% | 0.49% | +10.5% |
| T | Sell | AT&T INC | $4,714,000 | -12.5% | 191,623 | -3.9% | 0.49% | -20.8% |
| QQQ | INVESCO QQQ TRunit ser 1 | $4,542,000 | +11.1% | 11,417 | 0.0% | 0.47% | +0.4% | |
| ABBV | Sell | ABBVIE INC | $4,436,000 | +24.7% | 32,761 | -0.7% | 0.46% | +12.7% |
| V | Sell | VISA INC | $4,106,000 | -10.8% | 18,945 | -8.3% | 0.43% | -19.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,059,000 | +11.2% | 23,725 | +5.0% | 0.42% | +0.5% |
| PGR | Sell | PROGRESSIVE CORP | $4,043,000 | +5.7% | 39,387 | -6.9% | 0.42% | -4.5% |
| SHOP | Sell | SHOPIFY INCcl a | $3,999,000 | +0.7% | 2,903 | -0.9% | 0.42% | -9.0% |
| ICLR | Sell | ICON PLC | $3,967,000 | +16.9% | 12,809 | -1.1% | 0.41% | +5.6% |
| CP | Sell | CANADIAN PAC RY LTD | $3,901,000 | +8.1% | 54,223 | -2.2% | 0.40% | -2.4% |
| RACE | Sell | FERRARI N V | $3,837,000 | +21.9% | 14,827 | -1.5% | 0.40% | +10.2% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,829,000 | +9.5% | 98,044 | +5.2% | 0.40% | -1.0% |
| EFV | Sell | ISHARES TReafe value etf | $3,817,000 | -1.7% | 75,745 | -0.8% | 0.40% | -11.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,798,000 | +840.1% | 24,250 | +772.0% | 0.40% | +758.7% |
| AON | Sell | AON PLC | $3,759,000 | +4.1% | 12,508 | -1.0% | 0.39% | -5.8% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $3,731,000 | -23.3% | 9,785 | -21.3% | 0.39% | -30.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,593,000 | -2.0% | 12,693 | -8.9% | 0.37% | -11.6% |
| LULU | Sell | LULULEMON ATHLETICA INC | $3,557,000 | -3.9% | 9,086 | -0.6% | 0.37% | -13.1% |
| EPAM | Sell | EPAM SYS INC | $3,539,000 | +16.1% | 5,295 | -0.9% | 0.37% | +4.8% |
| AMAT | Sell | APPLIED MATLS INC | $3,504,000 | +20.5% | 22,265 | -1.4% | 0.36% | +9.0% |
| DXLG | Buy | DESTINATION XL GROUP INC | $3,440,000 | +621.2% | 605,673 | +676.5% | 0.36% | +550.9% |
| ALC | Sell | ALCON AG | $3,448,000 | +7.4% | 39,575 | -0.8% | 0.36% | -3.0% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $3,293,000 | +3.8% | 14,069 | -0.1% | 0.34% | -6.3% |
| GLD | Buy | SPDR GOLD TR | $3,279,000 | +5.9% | 19,182 | +1.8% | 0.34% | -4.2% |
| DOW | DOW INC | $3,266,000 | -1.5% | 57,589 | 0.0% | 0.34% | -11.0% | |
| ABT | Sell | ABBOTT LABS | $3,255,000 | +16.7% | 23,126 | -2.1% | 0.34% | +5.3% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,181,000 | +14.7% | 5,345 | -0.7% | 0.33% | +3.8% |
| NVR | NVR INC | $3,167,000 | +23.2% | 536 | 0.0% | 0.33% | +11.1% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,159,000 | -17.2% | 5,570 | -16.0% | 0.33% | -25.3% |
| PYPL | Sell | PAYPAL HLDGS INC | $3,140,000 | -37.7% | 16,652 | -14.1% | 0.33% | -43.8% |
| IUSB | Buy | ISHARES TRcore total usd | $3,119,000 | +7.9% | 58,924 | +8.6% | 0.32% | -2.4% |
| QCOM | Buy | QUALCOMM INC | $3,118,000 | +62.8% | 17,048 | +14.8% | 0.32% | +47.3% |
| WFC | Buy | WELLS FARGO CO NEW | $3,110,000 | +20.7% | 64,821 | +16.8% | 0.32% | +9.1% |
| SPGI | Buy | S&P GLOBAL INC | $3,040,000 | +19.8% | 6,442 | +7.9% | 0.32% | +8.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,024,000 | +3.2% | 7,906 | +2.1% | 0.31% | -6.8% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $2,968,000 | +20.4% | 10,924 | +3.0% | 0.31% | +8.8% |
| TJX | Sell | TJX COS INC NEW | $2,857,000 | +3.1% | 37,631 | -10.4% | 0.30% | -6.9% |
| FISV | Buy | FISERV INC | $2,818,000 | -4.2% | 27,155 | +0.2% | 0.29% | -13.3% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $2,808,000 | – | 33,563 | +100.0% | 0.29% | – |
| BKNG | Buy | BOOKING HOLDINGS INC | $2,754,000 | +7.1% | 1,148 | +6.0% | 0.29% | -3.4% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $2,711,000 | +15.0% | 15,253 | -0.3% | 0.28% | +4.1% |
| TSLA | Sell | TESLA INC | $2,647,000 | +17.7% | 2,505 | -13.6% | 0.28% | +6.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,510,000 | +17.8% | 17,817 | +6.5% | 0.26% | +6.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,493,000 | +15.3% | 3,736 | -1.3% | 0.26% | +4.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $2,488,000 | +2.5% | 32,033 | +5.8% | 0.26% | -7.2% |
| HTGC | Buy | HERCULES CAPITAL INC | $2,439,000 | +10.5% | 147,027 | +10.6% | 0.25% | 0.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $2,418,000 | +8.2% | 13,228 | -1.3% | 0.25% | -2.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,383,000 | +15.9% | 22,521 | +7.2% | 0.25% | +5.1% |
| DHIL | Buy | DIAMOND HILL INVT GROUP INC | $2,356,000 | +14.3% | 12,128 | +3.3% | 0.24% | +3.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,352,000 | +9.0% | 11,504 | -4.3% | 0.24% | -1.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,340,000 | +70.8% | 4,927 | +54.3% | 0.24% | +53.8% |
| KO | Buy | COCA COLA CO | $2,332,000 | +16.7% | 39,377 | +3.4% | 0.24% | +5.2% |
| TIP | Buy | ISHARES TRtips bd etf | $2,323,000 | +28.1% | 17,982 | +26.6% | 0.24% | +15.3% |
| ETN | Buy | EATON CORP PLC | $2,309,000 | +92.7% | 13,361 | +66.6% | 0.24% | +73.9% |
| XOM | Buy | EXXON MOBIL CORP | $2,290,000 | +5.9% | 37,419 | +1.8% | 0.24% | -4.4% |
| ROKU | Buy | ROKU INC | $2,249,000 | +73.1% | 9,857 | +137.9% | 0.23% | +57.0% |
| RJF | Sell | RAYMOND JAMES FINL INC | $2,238,000 | +7.0% | 22,292 | -1.6% | 0.23% | -3.3% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $2,242,000 | -20.9% | 10,948 | -5.1% | 0.23% | -28.5% |
| COG | Buy | COTERRA ENERGY INC | $2,232,000 | +43.4% | 117,466 | +64.2% | 0.23% | +29.6% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $2,172,000 | -12.0% | 55,861 | -14.0% | 0.23% | -20.4% |
| APH | Sell | AMPHENOL CORP NEWcl a | $2,137,000 | +18.0% | 24,436 | -1.2% | 0.22% | +6.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,118,000 | +126.0% | 28,382 | +125.0% | 0.22% | +103.7% |
| ADI | Buy | ANALOG DEVICES INC | $2,109,000 | +7.9% | 11,997 | +2.8% | 0.22% | -2.7% |
| MRK | Sell | MERCK & CO INC | $2,086,000 | -1.8% | 27,223 | -3.7% | 0.22% | -11.1% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $2,066,000 | +22.7% | 24,369 | +14.8% | 0.22% | +10.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,047,000 | +9.9% | 76,710 | +9.3% | 0.21% | -0.5% |
| ZTS | Sell | ZOETIS INCcl a | $2,037,000 | +22.7% | 8,347 | -2.4% | 0.21% | +11.0% |
| CPRT | Sell | COPART INC | $2,041,000 | +9.3% | 13,460 | -0.0% | 0.21% | -1.4% |
| MKL | Sell | MARKEL CORP | $2,023,000 | +2.5% | 1,639 | -0.8% | 0.21% | -7.5% |
| CB | Sell | CHUBB LIMITED | $2,007,000 | -74.8% | 10,382 | -77.3% | 0.21% | -77.2% |
| NVDA | Buy | NVIDIA CORPORATION | $1,992,000 | +88.6% | 6,772 | +32.8% | 0.21% | +71.1% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $1,939,000 | +13.3% | 9,390 | -9.8% | 0.20% | +2.5% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,904,000 | +233.5% | 20,437 | +154.0% | 0.20% | +200.0% |
| SBUX | Sell | STARBUCKS CORP | $1,844,000 | -21.6% | 15,767 | -26.0% | 0.19% | -29.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,814,000 | +0.7% | 34,913 | +4.7% | 0.19% | -8.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,802,000 | +3.2% | 5,015 | -0.1% | 0.19% | -7.0% |
| PKI | Sell | PERKINELMER INC | $1,779,000 | +14.6% | 8,850 | -1.2% | 0.18% | +3.4% |
| CBOE | CBOE GLOBAL MKTS INC | $1,779,000 | +5.3% | 13,646 | 0.0% | 0.18% | -4.6% | |
| TMUS | Sell | T-MOBILE US INC | $1,763,000 | -19.2% | 15,197 | -11.1% | 0.18% | -27.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,744,000 | -28.7% | 35,260 | -27.9% | 0.18% | -35.6% |
| LRCX | Sell | LAM RESEARCH CORP | $1,693,000 | +15.8% | 2,354 | -8.3% | 0.18% | +4.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,691,000 | +18.3% | 7,891 | +0.6% | 0.18% | +7.3% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $1,671,000 | +105.5% | 16,303 | +65.6% | 0.17% | +85.1% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $1,661,000 | +5.2% | 8,044 | -1.7% | 0.17% | -4.9% |
| HON | Buy | HONEYWELL INTL INC | $1,652,000 | +0.9% | 7,924 | +2.7% | 0.17% | -8.5% |
| MTCH | Sell | MATCH GROUP INC NEW | $1,658,000 | -17.8% | 12,538 | -2.4% | 0.17% | -25.9% |
| ANTM | Buy | ANTHEM INC | $1,603,000 | +24.6% | 3,458 | +0.1% | 0.17% | +12.8% |
| MMM | Buy | 3M CO | $1,573,000 | +38.0% | 8,855 | +36.3% | 0.16% | +25.2% |
| IXN | Sell | ISHARES TRglobal tech etf | $1,575,000 | -5.6% | 24,456 | -17.0% | 0.16% | -14.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,575,000 | +112.3% | 19,465 | +92.7% | 0.16% | +92.9% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,574,000 | -2.7% | 27,030 | +0.3% | 0.16% | -11.8% |
| MDT | Sell | MEDTRONIC PLC | $1,559,000 | -32.9% | 15,071 | -18.6% | 0.16% | -39.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,562,000 | +31.9% | 28,141 | +23.8% | 0.16% | +19.1% |
| PEP | Buy | PEPSICO INC | $1,526,000 | +15.7% | 8,785 | +0.2% | 0.16% | +4.6% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,517,000 | -18.0% | 13,859 | -24.6% | 0.16% | -25.8% |
| TGT | Buy | TARGET CORP | $1,524,000 | +10.8% | 6,587 | +9.6% | 0.16% | 0.0% |
| INTU | Buy | INTUIT | $1,519,000 | +93.8% | 2,362 | +62.4% | 0.16% | +75.6% |
| IAA | Sell | IAA INC | $1,502,000 | -8.0% | 29,671 | -0.8% | 0.16% | -17.0% |
| BCSF | Sell | BAIN CAP SPECIALTY FIN INC | $1,492,000 | -0.5% | 98,124 | -2.9% | 0.16% | -10.4% |
| GMAB | Sell | GENMAB A/Ssponsored ads | $1,470,000 | -20.3% | 37,149 | -11.9% | 0.15% | -27.8% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $1,464,000 | +7.5% | 24,129 | +8.4% | 0.15% | -3.2% |
| APTV | Sell | APTIV PLC | $1,463,000 | -6.5% | 8,870 | -15.5% | 0.15% | -15.6% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,431,000 | +16.5% | 18,562 | +4.0% | 0.15% | +5.7% |
| IBN | Sell | ICICI BANK LIMITEDadr | $1,423,000 | -15.5% | 71,927 | -19.4% | 0.15% | -23.7% |
| URI | Sell | UNITED RENTALS INC | $1,417,000 | -6.9% | 4,265 | -1.7% | 0.15% | -16.0% |
| WAB | Buy | WABTEC | $1,386,000 | +6.9% | 15,049 | +0.1% | 0.14% | -3.4% |
| ICF | ISHARES TRcohen steer reit | $1,381,000 | +16.2% | 18,152 | 0.0% | 0.14% | +5.1% | |
| LLY | Buy | LILLY ELI & CO | $1,363,000 | +118.1% | 4,935 | +82.3% | 0.14% | +97.2% |
| SOXX | New | ISHARES TRishares semicdtr | $1,363,000 | – | 2,514 | +100.0% | 0.14% | – |
| MMC | Sell | MARSH & MCLENNAN COS INC | $1,358,000 | +11.6% | 7,814 | -2.8% | 0.14% | +0.7% |
| POOL | Sell | POOL CORP | $1,356,000 | +29.6% | 2,396 | -0.5% | 0.14% | +17.5% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $1,360,000 | +8.9% | 2,899 | -1.5% | 0.14% | -2.1% |
| ED | Sell | CONSOLIDATED EDISON INC | $1,355,000 | +15.2% | 15,880 | -2.0% | 0.14% | +4.4% |
| NEE | Buy | NEXTERA ENERGY INC | $1,360,000 | +27.8% | 14,565 | +7.5% | 0.14% | +15.6% |
| DIOD | Sell | DIODES INC | $1,339,000 | +18.2% | 12,193 | -2.5% | 0.14% | +6.9% |
| CAJ | Buy | CANON INCsponsored adr | $1,328,000 | +7.2% | 54,354 | +6.9% | 0.14% | -3.5% |
| NVTA | Buy | INVITAE CORP | $1,321,000 | +481.9% | 86,535 | +983.3% | 0.14% | +426.9% |
| UNP | Buy | UNION PAC CORP | $1,312,000 | +32.3% | 5,207 | +2.8% | 0.14% | +19.3% |
| CMI | Sell | CUMMINS INC | $1,312,000 | -34.6% | 6,013 | -32.7% | 0.14% | -41.1% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $1,288,000 | -3.1% | 11,955 | -1.4% | 0.13% | -12.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,284,000 | +13.0% | 4,202 | +1.4% | 0.13% | +1.5% |
| ENTG | Sell | ENTEGRIS INC | $1,268,000 | +0.6% | 9,149 | -8.7% | 0.13% | -9.0% |
| EOG | Sell | EOG RES INC | $1,273,000 | +6.2% | 14,335 | -4.0% | 0.13% | -4.3% |
| ESGE | Sell | ISHARES INCesg awr msci em | $1,274,000 | -20.6% | 32,041 | -17.2% | 0.13% | -28.3% |
| HCA | Sell | HCA HEALTHCARE INC | $1,264,000 | +5.3% | 4,919 | -0.5% | 0.13% | -5.1% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $1,261,000 | – | 14,791 | +100.0% | 0.13% | – |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $1,250,000 | -1.9% | 2,534 | -3.6% | 0.13% | -11.6% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,243,000 | +10.8% | 21,401 | -1.1% | 0.13% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,229,000 | +78.1% | 8,544 | +27.4% | 0.13% | +62.0% |
| CTAS | Sell | CINTAS CORP | $1,231,000 | -16.8% | 2,778 | -28.5% | 0.13% | -24.7% |
| CIEN | Buy | CIENA CORP | $1,227,000 | +51.1% | 15,935 | +0.8% | 0.13% | +37.6% |
| WSM | Sell | WILLIAMS SONOMA INC | $1,214,000 | -7.8% | 7,179 | -3.3% | 0.13% | -16.6% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,206,000 | +20.6% | 5,777 | +0.1% | 0.12% | +8.7% |
| GNRC | Sell | GENERAC HLDGS INC | $1,194,000 | -14.4% | 3,392 | -0.6% | 0.12% | -22.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,184,000 | +0.3% | 13,759 | +0.2% | 0.12% | -9.6% |
| CRM | Buy | SALESFORCE COM INC | $1,173,000 | -5.6% | 4,614 | +0.7% | 0.12% | -14.7% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $1,176,000 | -9.0% | 3,121 | -0.3% | 0.12% | -18.1% |
| DHR | Sell | DANAHER CORPORATION | $1,152,000 | -11.9% | 3,500 | -18.5% | 0.12% | -20.0% |
| FALN | Buy | ISHARES TRfaln angls usd | $1,155,000 | +64.5% | 38,539 | +65.3% | 0.12% | +48.1% |
| TSCO | Sell | TRACTOR SUPPLY CO | $1,144,000 | +17.3% | 4,794 | -0.4% | 0.12% | +6.2% |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y | $1,145,000 | +66.9% | 3,540 | +40.5% | 0.12% | +50.6% |
| PHM | Buy | PULTE GROUP INC | $1,127,000 | +24.5% | 19,718 | +0.0% | 0.12% | +12.5% |
| FND | Sell | FLOOR & DECOR HLDGS INCcl a | $1,120,000 | +7.5% | 8,611 | -0.2% | 0.12% | -3.3% |
| ETSY | Sell | ETSY INC | $1,111,000 | -4.8% | 5,074 | -9.6% | 0.12% | -14.2% |
| MAS | Sell | MASCO CORP | $1,094,000 | +25.0% | 15,574 | -1.1% | 0.11% | +12.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,077,000 | 0.0% | 22,041 | +3.1% | 0.11% | -9.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,069,000 | +19.2% | 6,226 | +6.6% | 0.11% | +7.8% |
| NVS | Sell | NOVARTIS AGsponsored adr | $1,044,000 | -30.7% | 11,932 | -35.2% | 0.11% | -37.0% |
| SUI | Sell | SUN CMNTYS INC | $1,033,000 | +13.1% | 4,922 | -0.2% | 0.11% | +1.9% |
| CDW | Sell | CDW CORP | $1,025,000 | +12.0% | 5,006 | -0.4% | 0.11% | +1.9% |
| GM | New | GENERAL MTRS CO | $1,020,000 | – | 17,394 | +100.0% | 0.11% | – |
| LOW | Sell | LOWES COS INC | $1,016,000 | +7.9% | 3,929 | -15.4% | 0.11% | -1.9% |
| GMED | GLOBUS MED INCcl a | $1,013,000 | -5.8% | 14,033 | 0.0% | 0.10% | -15.3% | |
| QLYS | Buy | QUALYS INC | $1,011,000 | +23.7% | 7,365 | +0.3% | 0.10% | +11.7% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $1,014,000 | -18.7% | 2,443 | -2.9% | 0.10% | -26.6% |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $1,004,000 | +9.7% | 17,953 | +8.4% | 0.10% | -1.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $985,000 | -8.1% | 4,621 | -5.0% | 0.10% | -17.1% |
| IEX | Buy | IDEX CORP | $985,000 | +14.7% | 4,168 | +0.4% | 0.10% | +3.0% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $975,000 | +18.6% | 9,122 | -0.8% | 0.10% | +6.3% |
| BAC | Sell | BK OF AMERICA CORP | $963,000 | -2.5% | 21,640 | -7.0% | 0.10% | -12.3% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $965,000 | -13.5% | 12,550 | +0.1% | 0.10% | -21.9% |
| COO | Buy | COOPER COS INC | $966,000 | +1.7% | 2,307 | +0.4% | 0.10% | -8.3% |
| IXG | Sell | ISHARES TRglobal finls etf | $953,000 | -26.4% | 11,901 | -27.9% | 0.10% | -33.6% |
| AZO | Buy | AUTOZONE INC | $954,000 | +23.7% | 455 | +0.2% | 0.10% | +11.2% |
| BURL | Buy | BURLINGTON STORES INC | $952,000 | +3.3% | 3,266 | +0.4% | 0.10% | -6.6% |
| PFF | New | ISHARES TRpfd and incm sec | $940,000 | – | 23,840 | +100.0% | 0.10% | – |
| MKC | Buy | MCCORMICK & CO INC | $939,000 | +19.8% | 9,724 | +0.5% | 0.10% | +8.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $939,000 | -15.6% | 7,248 | -26.2% | 0.10% | -23.4% |
| COP | Buy | CONOCOPHILLIPS | $934,000 | +12.0% | 12,938 | +5.1% | 0.10% | +1.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $932,000 | -5.5% | 6,008 | +0.4% | 0.10% | -14.2% |
| IWM | New | ISHARES TRcall | $934,000 | – | 4,200 | +100.0% | 0.10% | – |
| GLW | Buy | CORNING INC | $926,000 | +2.1% | 24,873 | +0.1% | 0.10% | -7.7% |
| GPN | Sell | GLOBAL PMTS INC | $920,000 | -26.9% | 6,806 | -14.8% | 0.10% | -33.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $918,000 | +42.3% | 2,582 | +38.1% | 0.10% | +28.4% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $907,000 | +2.0% | 2,077 | +0.3% | 0.09% | -7.8% |
| DAL | Sell | DELTA AIR LINES INC DEL | $897,000 | -11.0% | 22,950 | -3.0% | 0.09% | -19.8% |
| TRP | Buy | TC ENERGY CORP | $899,000 | +6.0% | 19,313 | +9.5% | 0.09% | -5.1% |
| LDOS | Sell | LEIDOS HOLDINGS INC | $899,000 | -8.7% | 10,109 | -1.4% | 0.09% | -17.7% |
| EEM | New | ISHARES TRcall | $893,000 | – | 19,000 | +100.0% | 0.09% | – |
| IYE | Sell | ISHARES TRu.s. energy etf | $882,000 | -10.2% | 29,299 | -15.7% | 0.09% | -18.6% |
| WMB | Buy | WILLIAMS COS INC | $883,000 | +10.8% | 33,928 | +10.4% | 0.09% | 0.0% |
| SE | Sell | SEA LTDsponsord ads | $855,000 | -36.1% | 3,823 | -8.9% | 0.09% | -42.2% |
| SNY | Buy | SANOFIsponsored adr | $840,000 | +34.0% | 16,768 | +29.0% | 0.09% | +20.8% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $836,000 | +37.0% | 18,637 | +31.9% | 0.09% | +24.3% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $836,000 | – | 3,390 | +100.0% | 0.09% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $836,000 | +18.2% | 1,473 | -6.3% | 0.09% | +7.4% |
| EIX | EDISON INTL | $820,000 | +23.1% | 12,010 | 0.0% | 0.08% | +10.4% | |
| BRKS | Sell | AZENTA INC | $815,000 | -16.2% | 7,901 | -16.9% | 0.08% | -24.1% |
| GLOB | New | GLOBANT S A | $803,000 | – | 2,556 | +100.0% | 0.08% | – |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $803,000 | -34.7% | 6,863 | -41.6% | 0.08% | -41.1% |
| QQQ | New | INVESCO QQQ TRcall | $796,000 | – | 2,000 | +100.0% | 0.08% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $797,000 | +54.8% | 15,377 | +32.7% | 0.08% | +40.7% |
| MLCO | Buy | MELCO RESORTS AND ENTMNT LTDadr | $778,000 | +1.3% | 76,430 | +2.0% | 0.08% | -8.0% |
| PFE | Sell | PFIZER INC | $763,000 | -30.6% | 12,915 | -49.5% | 0.08% | -37.8% |
| RPM | Buy | RPM INTL INC | $756,000 | +44.8% | 7,481 | +11.4% | 0.08% | +31.7% |
| BDX | Buy | BECTON DICKINSON & CO | $755,000 | +273.8% | 3,001 | +265.5% | 0.08% | +239.1% |
| FUL | Buy | FULLER H B CO | $748,000 | +63.0% | 9,239 | +30.0% | 0.08% | +47.2% |
| CI | Buy | CIGNA CORP NEW | $742,000 | +22.6% | 3,230 | +6.8% | 0.08% | +10.0% |
| DE | Buy | DEERE & CO | $742,000 | +25.5% | 2,165 | +22.8% | 0.08% | +13.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $727,000 | +26.2% | 10,966 | +10.7% | 0.08% | +15.2% |
| MCD | Buy | MCDONALDS CORP | $724,000 | +15.1% | 2,701 | +3.6% | 0.08% | +4.2% |
| MBB | Buy | ISHARES TRmbs etf | $716,000 | +11.5% | 6,662 | +12.1% | 0.07% | 0.0% |
| PSA | Sell | PUBLIC STORAGE | $689,000 | +12.6% | 1,840 | -10.7% | 0.07% | +2.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $680,000 | +6.9% | 8,190 | +0.7% | 0.07% | -2.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $683,000 | +24.9% | 3,275 | +17.5% | 0.07% | +12.7% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $677,000 | +200.9% | 15,351 | +160.3% | 0.07% | +169.2% |
| DD | Buy | DUPONT DE NEMOURS INC | $674,000 | +28.6% | 8,344 | +8.4% | 0.07% | +16.7% |
| CERN | Buy | CERNER CORP | $671,000 | +32.3% | 7,224 | +0.6% | 0.07% | +20.7% |
| SHY | New | ISHARES TR1 3 yr treas bd | $663,000 | – | 7,754 | +100.0% | 0.07% | – |
| PTR | Buy | PETROCHINA CO LTDsponsored adr | $662,000 | +64.7% | 14,981 | +74.2% | 0.07% | +50.0% |
| WM | Sell | WASTE MGMT INC DEL | $653,000 | +5.8% | 3,912 | -5.3% | 0.07% | -4.2% |
| UL | Buy | UNILEVER PLCspon adr new | $658,000 | +7.5% | 12,230 | +8.4% | 0.07% | -2.9% |
| VRSN | New | VERISIGN INC | $641,000 | – | 2,525 | +100.0% | 0.07% | – |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $644,000 | +13.0% | 4,707 | -5.1% | 0.07% | +1.5% |
| HAS | Buy | HASBRO INC | $647,000 | +25.4% | 6,357 | +10.0% | 0.07% | +13.6% |
| DG | Sell | DOLLAR GEN CORP NEW | $629,000 | +9.6% | 2,669 | -1.4% | 0.06% | -1.5% |
| CNC | Sell | CENTENE CORP DEL | $613,000 | -52.8% | 7,438 | -64.3% | 0.06% | -57.3% |
| RSG | Sell | REPUBLIC SVCS INC | $606,000 | +5.6% | 4,349 | -9.1% | 0.06% | -4.5% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $603,000 | +12.3% | 12,184 | +8.8% | 0.06% | +1.6% |
| SCHW | Sell | SCHWAB CHARLES CORP | $609,000 | +13.8% | 7,245 | -1.4% | 0.06% | +1.6% |
| DOX | Buy | AMDOCS LTD | $607,000 | -1.1% | 8,116 | +0.1% | 0.06% | -11.3% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $602,000 | -3.1% | 1,679 | -22.7% | 0.06% | -11.3% |
| TFC | Buy | TRUIST FINL CORP | $593,000 | +1.0% | 10,122 | +1.2% | 0.06% | -8.8% |
| TDG | Sell | TRANSDIGM GROUP INC | $597,000 | -25.0% | 939 | -26.3% | 0.06% | -32.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $600,000 | +28.8% | 10,016 | +32.8% | 0.06% | +14.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $594,000 | +16.9% | 8,298 | +4.4% | 0.06% | +6.9% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $598,000 | +0.7% | 6,599 | -12.1% | 0.06% | -8.8% |
| BLL | Sell | BALL CORP | $599,000 | -1.2% | 6,226 | -7.5% | 0.06% | -11.4% |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $585,000 | +20.1% | 4,887 | -8.5% | 0.06% | +8.9% |
| USB | Buy | US BANCORP DEL | $589,000 | +12.4% | 10,479 | +19.0% | 0.06% | +1.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $587,000 | +26.8% | 1,830 | +14.7% | 0.06% | +15.1% |
| ADSK | New | AUTODESK INC | $589,000 | – | 2,096 | +100.0% | 0.06% | – |
| CHT | New | CHUNGHWA TELECOM CO LTDspon adr new11 | $576,000 | – | 13,657 | +100.0% | 0.06% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $566,000 | – | 4,913 | +100.0% | 0.06% | – |
| K | Sell | KELLOGG CO | $565,000 | -1.1% | 8,777 | -1.7% | 0.06% | -10.6% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $559,000 | +17.7% | 14,935 | +10.9% | 0.06% | +5.5% |
| AME | New | AMETEK INC | $550,000 | – | 3,739 | +100.0% | 0.06% | – |
| SLV | Buy | ISHARES SILVER TRishares | $545,000 | +10.8% | 25,336 | +5.7% | 0.06% | 0.0% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $534,000 | 0.0% | 3,197 | -1.8% | 0.06% | -8.2% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $536,000 | +24.4% | 3,560 | +10.6% | 0.06% | +12.0% |
| MPC | Sell | MARATHON PETE CORP | $530,000 | -92.8% | 8,276 | -93.1% | 0.06% | -93.5% |
| NKE | Sell | NIKE INCcl b | $509,000 | -25.1% | 3,055 | -34.8% | 0.05% | -32.1% |
| SNA | Buy | SNAP ON INC | $513,000 | +10.1% | 2,382 | +6.7% | 0.05% | -1.9% |
| New | LISTED FD TRalpha large cap | $512,000 | – | 20,220 | +100.0% | 0.05% | – | |
| CNP | Sell | CENTERPOINT ENERGY INC | $507,000 | +4.8% | 18,148 | -7.8% | 0.05% | -5.4% |
| TXT | Sell | TEXTRON INC | $505,000 | -23.8% | 6,538 | -31.1% | 0.05% | -31.6% |
| PXD | Buy | PIONEER NAT RES CO | $505,000 | +10.3% | 2,775 | +0.9% | 0.05% | -1.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $491,000 | +11.1% | 5,164 | +10.6% | 0.05% | 0.0% |
| IGSB | Sell | ISHARES TR | $489,000 | -51.2% | 9,070 | -50.6% | 0.05% | -55.7% |
| AVTR | Buy | AVANTOR INC | $493,000 | +3.6% | 11,707 | +0.6% | 0.05% | -7.3% |
| KDP | New | KEURIG DR PEPPER INC | $494,000 | – | 13,404 | +100.0% | 0.05% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $485,000 | +11.5% | 4,440 | +24.1% | 0.05% | 0.0% |
| EA | Sell | ELECTRONIC ARTS INC | $478,000 | -64.1% | 3,624 | -61.3% | 0.05% | -67.3% |
| CRTO | Buy | CRITEO S Aspons ads | $481,000 | +6.7% | 12,385 | +0.6% | 0.05% | -3.8% |
| COF | Buy | CAPITAL ONE FINL CORP | $479,000 | +5.0% | 3,302 | +17.2% | 0.05% | -3.8% |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $473,000 | +7.3% | 69,622 | +10.7% | 0.05% | -3.9% |
| MUB | New | ISHARES TRnational mun etf | $472,000 | – | 4,063 | +100.0% | 0.05% | – |
| AVGO | BROADCOM INC | $469,000 | +37.1% | 705 | 0.0% | 0.05% | +25.6% | |
| RBC | Buy | REGAL REXNORD CORPORATION | $473,000 | +51.6% | 2,780 | +34.2% | 0.05% | +36.1% |
| SWK | New | STANLEY BLACK & DECKER INC | $472,000 | – | 2,504 | +100.0% | 0.05% | – |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $466,000 | +16.2% | 3,689 | +1.7% | 0.05% | +4.3% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $454,000 | -27.4% | 14,709 | -15.6% | 0.05% | -34.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $449,000 | +32.4% | 4,199 | +21.9% | 0.05% | +20.5% |
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $440,000 | +18.0% | 7,473 | +1.5% | 0.05% | +7.0% |
| ALKS | Buy | ALKERMES PLC | $447,000 | -2.8% | 19,208 | +28.9% | 0.05% | -13.2% |
| New | LISTED FD TRalpha intelligen | $447,000 | – | 16,725 | +100.0% | 0.05% | – | |
| CTLT | Sell | CATALENT INC | $439,000 | -7.8% | 3,427 | -4.2% | 0.05% | -16.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $443,000 | -6.9% | 4,977 | -15.2% | 0.05% | -16.4% |
| D | Buy | DOMINION ENERGY INC | $427,000 | +32.6% | 5,437 | +23.3% | 0.04% | +18.9% |
| ING | Buy | ING GROEP N.V.sponsored adr | $427,000 | +2.9% | 30,682 | +7.0% | 0.04% | -8.3% |
| CLX | Buy | CLOROX CO DEL | $427,000 | +7.3% | 2,450 | +2.0% | 0.04% | -4.3% |
| PIPR | Sell | PIPER SANDLER COMPANIES | $415,000 | +26.5% | 2,326 | -1.9% | 0.04% | +13.2% |
| USXF | New | ISHARES TResg msci usa etf | $410,000 | – | 10,402 | +100.0% | 0.04% | – |
| IJJ | ISHARES TRs&p mc 400vl etf | $412,000 | +7.3% | 3,722 | 0.0% | 0.04% | -2.3% | |
| AVNT | Sell | AVIENT CORPORATION | $406,000 | +18.7% | 7,264 | -1.6% | 0.04% | +7.7% |
| MTSI | Buy | MACOM TECH SOLUTIONS HLDGS I | $401,000 | +33.7% | 5,126 | +10.9% | 0.04% | +20.0% |
| FMC | New | FMC CORP | $396,000 | – | 3,604 | +100.0% | 0.04% | – |
| MHK | Buy | MOHAWK INDS INC | $395,000 | +3.1% | 2,168 | +0.4% | 0.04% | -6.8% |
| UBER | Sell | UBER TECHNOLOGIES INC | $397,000 | -15.4% | 9,458 | -9.6% | 0.04% | -24.1% |
| LKQ | Sell | LKQ CORP | $395,000 | +19.3% | 6,579 | -0.0% | 0.04% | +7.9% |
| CPRI | New | CAPRI HOLDINGS LIMITED | $388,000 | – | 5,980 | +100.0% | 0.04% | – |
| TDOC | TELADOC HEALTH INC | $377,000 | -27.5% | 4,103 | 0.0% | 0.04% | -35.0% | |
| CAT | Sell | CATERPILLAR INC | $378,000 | +0.8% | 1,827 | -6.5% | 0.04% | -9.3% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $373,000 | +6.6% | 4,281 | +0.6% | 0.04% | -2.5% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $364,000 | +20.9% | 5,457 | +10.4% | 0.04% | +8.6% |
| IX | Buy | ORIX CORPsponsored adr | $366,000 | +18.8% | 3,595 | +10.2% | 0.04% | +8.6% |
| IRT | New | INDEPENDENCE RLTY TR INC | $357,000 | – | 13,805 | +100.0% | 0.04% | – |
| SLAB | Sell | SILICON LABORATORIES INC | $355,000 | +45.5% | 1,718 | -1.5% | 0.04% | +32.1% |
| QRVO | Buy | QORVO INC | $355,000 | +33.0% | 2,272 | +42.1% | 0.04% | +19.4% |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $360,000 | +20.8% | 4,675 | +1.6% | 0.04% | +8.8% |
| HWM | Buy | HOWMET AEROSPACE INC | $347,000 | +14.1% | 10,900 | +11.8% | 0.04% | +2.9% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $343,000 | +19.9% | 3,595 | +18.3% | 0.04% | +9.1% |
| STAG | Sell | STAG INDL INC | $348,000 | +20.4% | 7,251 | -1.6% | 0.04% | +9.1% |
| MCK | Buy | MCKESSON CORP | $346,000 | +25.4% | 1,393 | +0.5% | 0.04% | +12.5% |
| AXTA | Buy | AXALTA COATING SYS LTD | $346,000 | +14.2% | 10,447 | +0.7% | 0.04% | +2.9% |
| AZEK | Sell | AZEK CO INCcl a | $347,000 | +24.8% | 7,498 | -1.6% | 0.04% | +12.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $341,000 | +17.6% | 3,246 | +9.1% | 0.04% | +6.1% |
| PACW | Sell | PACWEST BANCORP DEL | $338,000 | -2.3% | 7,485 | -2.0% | 0.04% | -12.5% |
| SAIA | Sell | SAIA INC | $338,000 | -4.8% | 1,002 | -32.8% | 0.04% | -14.6% |
| SLB | Buy | SCHLUMBERGER LTD | $335,000 | +1.5% | 11,187 | +0.6% | 0.04% | -7.9% |
| WTFC | Sell | WINTRUST FINL CORP | $332,000 | -4.9% | 3,654 | -15.8% | 0.04% | -12.5% |
| CNQ | Buy | CANADIAN NAT RES LTD | $337,000 | +16.6% | 7,969 | +0.8% | 0.04% | +6.1% |
| SUM | Sell | SUMMIT MATLS INCcl a | $333,000 | +23.3% | 8,304 | -1.5% | 0.04% | +12.9% |
| THC | Sell | TENET HEALTHCARE CORP | $335,000 | +21.8% | 4,102 | -0.8% | 0.04% | +9.4% |
| ASGN | New | ASGN INC | $326,000 | – | 2,641 | +100.0% | 0.03% | – |
| SHOO | Sell | MADDEN STEVEN LTD | $327,000 | +13.5% | 7,046 | -1.6% | 0.03% | +3.0% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $327,000 | -10.7% | 23,983 | +7.4% | 0.03% | -19.0% |
| AIT | Sell | APPLIED INDL TECHNOLOGIES IN | $324,000 | -2.4% | 3,152 | -14.4% | 0.03% | -10.5% |
| TPL | New | TEXAS PACIFIC LAND CORPORATI | $325,000 | – | 260 | +100.0% | 0.03% | – |
| XLF | New | SELECT SECTOR SPDR TRcall | $328,000 | – | 8,400 | +100.0% | 0.03% | – |
| SPSC | Sell | SPS COMM INC | $321,000 | -69.9% | 2,255 | -65.9% | 0.03% | -73.2% |
| SAP | Buy | SAP SEspon adr | $316,000 | +14.5% | 2,256 | +10.3% | 0.03% | +3.1% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $313,000 | +37.9% | 3,570 | +40.6% | 0.03% | +26.9% |
| BA | Sell | BOEING CO | $313,000 | -11.3% | 1,554 | -3.2% | 0.03% | -19.5% |
| KLAC | Sell | KLA CORP | $322,000 | +19.7% | 749 | -6.8% | 0.03% | +6.5% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $318,000 | -8.6% | 8,630 | +10.1% | 0.03% | -17.5% |
| CNI | Sell | CANADIAN NATL RY CO | $315,000 | -5.7% | 2,562 | -11.3% | 0.03% | -13.2% |
| U | New | UNITY SOFTWARE INC | $322,000 | – | 2,252 | +100.0% | 0.03% | – |
| MQ | New | MARQETA INC | $317,000 | – | 18,440 | +100.0% | 0.03% | – |
| SHYF | Buy | SHYFT GROUP INC | $307,000 | +32.9% | 6,249 | +2.9% | 0.03% | +18.5% |
| BECN | Sell | BEACON ROOFING SUPPLY INC | $308,000 | +18.0% | 5,379 | -1.7% | 0.03% | +6.7% |
| EGP | Sell | EASTGROUP PPTYS INC | $308,000 | +34.5% | 1,352 | -1.7% | 0.03% | +23.1% |
| FOXF | Sell | FOX FACTORY HLDG CORP | $308,000 | +11.2% | 1,810 | -5.6% | 0.03% | 0.0% |
| ELF | Sell | E L F BEAUTY INC | $307,000 | +12.5% | 9,258 | -1.4% | 0.03% | +3.2% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $312,000 | +14.3% | 2,349 | +2.9% | 0.03% | +3.2% |
| BKH | Sell | BLACK HILLS CORP | $295,000 | +10.1% | 4,187 | -1.8% | 0.03% | 0.0% |
| ACHC | Sell | ACADIA HEALTHCARE COMPANY IN | $299,000 | -6.3% | 4,934 | -1.4% | 0.03% | -16.2% |
| ATRC | Sell | ATRICURE INC | $299,000 | -3.9% | 4,307 | -3.6% | 0.03% | -13.9% |
| DOV | Sell | DOVER CORP | $294,000 | +15.3% | 1,619 | -1.3% | 0.03% | +6.9% |
| TNDM | Sell | TANDEM DIABETES CARE INC | $295,000 | +23.9% | 1,957 | -1.8% | 0.03% | +14.8% |
| SMH | New | VANECK ETF TRUSTcall | $296,000 | – | 1,000 | +100.0% | 0.03% | – |
| BILL | Sell | BILL COM HLDGS INC | $302,000 | -24.1% | 1,211 | -18.7% | 0.03% | -32.6% |
| ESGD | New | ISHARES TResg aw msci eafe | $289,000 | – | 3,637 | +100.0% | 0.03% | – |
| MGPI | Sell | MGP INGREDIENTS INC NEW | $290,000 | +14.2% | 3,407 | -12.7% | 0.03% | +3.4% |
| SPXC | Sell | SPX CORP | $284,000 | +10.1% | 4,762 | -1.5% | 0.03% | 0.0% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $293,000 | +30.2% | 3,578 | +10.3% | 0.03% | +15.4% |
| BANR | Sell | BANNER CORP | $292,000 | +8.1% | 4,811 | -1.6% | 0.03% | -3.2% |
| RDWR | Buy | RADWARE LTDord | $284,000 | +24.6% | 6,832 | +0.9% | 0.03% | +15.4% |
| PZZA | Sell | PAPA JOHNS INTL INC | $290,000 | +3.2% | 2,175 | -1.9% | 0.03% | -6.2% |
| BLK | Buy | BLACKROCK INC | $287,000 | +16.2% | 313 | +6.1% | 0.03% | +7.1% |
| IYW | ISHARES TRu.s. tech etf | $288,000 | +13.4% | 2,512 | 0.0% | 0.03% | +3.4% | |
| AAPL | APPLE INCcall | $284,000 | +25.7% | 1,600 | 0.0% | 0.03% | +15.4% | |
| MTH | Sell | MERITAGE HOMES CORP | $288,000 | +24.1% | 2,356 | -1.6% | 0.03% | +11.1% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $279,000 | -9.1% | 1,227 | -21.6% | 0.03% | -17.1% |
| OPCH | Sell | OPTION CARE HEALTH INC | $275,000 | +15.1% | 9,674 | -1.7% | 0.03% | +7.4% |
| OMCL | Sell | OMNICELL COM | $281,000 | +20.1% | 1,557 | -1.2% | 0.03% | +7.4% |
| KT | Buy | KT CORPsponsored adr | $278,000 | -6.7% | 22,110 | +1.1% | 0.03% | -14.7% |
| New | CIVITAS RESOURCES INC | $280,000 | – | 5,726 | +100.0% | 0.03% | – | |
| ABNB | New | AIRBNB INC | $272,000 | – | 1,631 | +100.0% | 0.03% | – |
| NTAP | Sell | NETAPP INC | $268,000 | +2.3% | 2,908 | -0.4% | 0.03% | -6.7% |
| ONB | OLD NATL BANCORP IND | $272,000 | +7.1% | 15,000 | 0.0% | 0.03% | -3.4% | |
| FITB | Buy | FIFTH THIRD BANCORP | $270,000 | +3.4% | 6,197 | +0.6% | 0.03% | -6.7% |
| ESML | New | ISHARES TResg aware msci | $259,000 | – | 6,433 | +100.0% | 0.03% | – |
| FORTY | Buy | FORMULA SYSTEMS 1985 LTDsponsored ads | $257,000 | +27.2% | 2,073 | +0.9% | 0.03% | +17.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $255,000 | +23.8% | 1,521 | +15.3% | 0.03% | +12.5% |
| VRRM | Sell | VERRA MOBILITY CORP | $255,000 | +0.8% | 16,504 | -1.6% | 0.03% | -6.9% |
| AVTRPRA | New | AVANTOR INC6.25 pfd cnv sr | $257,000 | – | 1,991 | +100.0% | 0.03% | – |
| EVR | Sell | EVERCORE INCclass a | $255,000 | 0.0% | 1,879 | -1.5% | 0.03% | -6.9% |
| ESE | New | ESCO TECHNOLOGIES INC | $263,000 | – | 2,921 | +100.0% | 0.03% | – |
| HUBG | Sell | HUB GROUP INCcl a | $258,000 | -3.0% | 3,058 | -20.9% | 0.03% | -12.9% |
| PDCE | Sell | PDC ENERGY INC | $256,000 | -22.9% | 5,247 | -25.2% | 0.03% | -28.9% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $250,000 | -48.5% | 2,145 | -50.0% | 0.03% | -53.6% |
| NTRS | Sell | NORTHERN TR CORP | $249,000 | -67.3% | 2,083 | -70.5% | 0.03% | -70.5% |
| FAS | New | DIREXION SHS ETF TRdly fin bull new | $246,000 | – | 1,880 | +100.0% | 0.03% | – |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $247,000 | -59.6% | 881 | -61.8% | 0.03% | -62.9% |
| HOMB | Sell | HOME BANCSHARES INC | $248,000 | +1.6% | 10,191 | -1.5% | 0.03% | -7.1% |
| ICFI | Sell | ICF INTL INC | $249,000 | +12.7% | 2,431 | -1.7% | 0.03% | +4.0% |
| WLDN | WILLDAN GROUP INC | $244,000 | -0.8% | 6,926 | 0.0% | 0.02% | -10.7% | |
| TRV | TRAVELERS COMPANIES INC | $245,000 | +2.9% | 1,564 | 0.0% | 0.02% | -7.4% | |
| VRT | New | VERTIV HOLDINGS CO | $238,000 | – | 9,547 | +100.0% | 0.02% | – |
| SR | Sell | SPIRE INC | $238,000 | -0.8% | 3,647 | -7.1% | 0.02% | -10.7% |
| CRH | Buy | CRH PLCadr | $236,000 | +13.5% | 4,472 | +0.7% | 0.02% | +4.2% |
| SNAP | Sell | SNAP INCcl a | $245,000 | -75.4% | 5,219 | -61.3% | 0.02% | -78.3% |
| NOG | Sell | NORTHERN OIL AND GAS INC MN | $242,000 | -26.0% | 11,763 | -23.1% | 0.02% | -34.2% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $241,000 | -13.0% | 5,324 | -12.1% | 0.02% | -21.9% |
| TTMI | Sell | TTM TECHNOLOGIES INC | $228,000 | +16.9% | 15,302 | -1.5% | 0.02% | +9.1% |
| VO | New | VANGUARD INDEX FDSmid cap etf | $229,000 | – | 898 | +100.0% | 0.02% | – |
| ABCB | Sell | AMERIS BANCORP | $233,000 | -5.3% | 4,681 | -1.5% | 0.02% | -14.3% |
| WK | Sell | WORKIVA INC | $235,000 | -8.9% | 1,799 | -1.7% | 0.02% | -20.0% |
| BX | BLACKSTONE INC | $229,000 | +11.2% | 1,770 | 0.0% | 0.02% | 0.0% | |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $231,000 | – | 6,675 | +100.0% | 0.02% | – |
| CYBR | Sell | CYBERARK SOFTWARE LTD | $232,000 | +8.4% | 1,336 | -1.5% | 0.02% | -4.0% |
| LAD | Sell | LITHIA MTRS INC | $230,000 | -60.4% | 776 | -57.6% | 0.02% | -64.2% |
| ABG | Sell | ASBURY AUTOMOTIVE GROUP INC | $224,000 | -75.5% | 1,296 | -72.1% | 0.02% | -78.1% |
| AVGOP | New | BROADCOM INC8% mcnv pfd sr a | $226,000 | – | 109 | +100.0% | 0.02% | – |
| EVRI | Sell | EVERI HLDGS INC | $221,000 | -13.0% | 10,349 | -1.6% | 0.02% | -20.7% |
| AIMC | Sell | ALTRA INDL MOTION CORP | $226,000 | -8.5% | 4,385 | -1.6% | 0.02% | -17.9% |
| PFBC | Sell | PREFERRED BK LOS ANGELES CA | $225,000 | +6.1% | 3,129 | -1.6% | 0.02% | -4.2% |
| CVLT | Sell | COMMVAULT SYS INC | $217,000 | -24.4% | 3,155 | -17.2% | 0.02% | -30.3% |
| INMD | Buy | INMODE LTD | $221,000 | -9.8% | 3,126 | +103.8% | 0.02% | -17.9% |
| KKR | New | KKR & CO INC | $226,000 | – | 3,036 | +100.0% | 0.02% | – |
| SGFY | SIGNIFY HEALTH INC | $224,000 | -20.6% | 15,764 | 0.0% | 0.02% | -28.1% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $210,000 | -5.0% | 757 | -12.7% | 0.02% | -12.0% |
| IMCG | New | ISHARES TRmrgstr md cp grw | $216,000 | – | 2,953 | +100.0% | 0.02% | – |
| URBN | Sell | URBAN OUTFITTERS INC | $207,000 | -2.4% | 7,044 | -1.5% | 0.02% | -8.3% |
| TTD | New | THE TRADE DESK INC | $213,000 | – | 2,320 | +100.0% | 0.02% | – |
| LSTR | New | LANDSTAR SYS INC | $211,000 | – | 1,178 | +100.0% | 0.02% | – |
| WMT | New | WALMART INC | $213,000 | – | 1,470 | +100.0% | 0.02% | – |
| IGIB | ISHARES TR | $201,000 | -1.5% | 3,397 | 0.0% | 0.02% | -8.7% | |
| MS | Sell | MORGAN STANLEY | $204,000 | -60.3% | 2,077 | -60.7% | 0.02% | -64.4% |
| LADR | Sell | LADDER CAP CORPcl a | $179,000 | +7.2% | 14,911 | -1.3% | 0.02% | 0.0% |
| INN | Sell | SUMMIT HOTEL PPTYS INC | $172,000 | -0.6% | 17,634 | -1.6% | 0.02% | -10.0% |
| CVE | New | CENOVUS ENERGY INC | $159,000 | – | 12,960 | +100.0% | 0.02% | – |
| WIT | Sell | WIPRO LTDspon adr 1 sh | $159,000 | -2.5% | 16,295 | -11.9% | 0.02% | -10.5% |
| BDN | Sell | BRANDYWINE RLTY TRsh ben int new | $166,000 | -1.2% | 12,384 | -1.1% | 0.02% | -10.5% |
| NRBO | NEUROBO PHARMACEUTICALS INC | $70,000 | -67.3% | 57,425 | 0.0% | 0.01% | -72.0% | |
| XLE | New | SELECT SECTOR SPDR TRcall | $56,000 | – | 1,000 | +100.0% | 0.01% | – |
| WISH | New | CONTEXTLOGIC INC | $34,000 | – | 11,000 | +100.0% | 0.00% | – |
| SBUX | STARBUCKS CORPcall | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $8,000 | – | 27 | +100.0% | 0.00% | – |
| PALT | Exit | PALTALK INC | $0 | – | -11,805 | -100.0% | -0.01% | – |
| NDLS | Exit | NOODLES & CO | $0 | – | -14,430 | -100.0% | -0.02% | – |
| ASX | Exit | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $0 | – | -23,160 | -100.0% | -0.02% | – |
| ILPT | Exit | INDUSTRIAL LOGISTICS PPTYS T | $0 | – | -7,878 | -100.0% | -0.02% | – |
| VBTX | Exit | VERITEX HLDGS INC | $0 | – | -5,085 | -100.0% | -0.02% | – |
| TWOU | Exit | 2U INC | $0 | – | -6,279 | -100.0% | -0.02% | – |
| LPSN | Exit | LIVEPERSON INC | $0 | – | -3,591 | -100.0% | -0.02% | – |
| Exit | TRAEGER INC | $0 | – | -9,835 | -100.0% | -0.02% | – | |
| HQY | Exit | HEALTHEQUITY INC | $0 | – | -3,288 | -100.0% | -0.02% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,108 | -100.0% | -0.02% | – |
| AXNX | Exit | AXONICS INC | $0 | – | -3,322 | -100.0% | -0.02% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -6,017 | -100.0% | -0.02% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -854 | -100.0% | -0.03% | – |
| PCRX | Exit | PACIRA BIOSCIENCES INC | $0 | – | -4,005 | -100.0% | -0.03% | – |
| WPP | Exit | WPP PLC NEWadr | $0 | – | -3,328 | -100.0% | -0.03% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -1,973 | -100.0% | -0.03% | – |
| SEM | Exit | SELECT MED HLDGS CORP | $0 | – | -6,531 | -100.0% | -0.03% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -4,208 | -100.0% | -0.03% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -2,356 | -100.0% | -0.03% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -6,561 | -100.0% | -0.03% | – |
| MLHR | Exit | MILLER HERMAN INC | $0 | – | -6,548 | -100.0% | -0.03% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -625 | -100.0% | -0.03% | – |
| Exit | J2 GLOBAL INC | $0 | – | -1,869 | -100.0% | -0.03% | – | |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -5,186 | -100.0% | -0.03% | – |
| JCOM | Exit | J2 GLOBAL INC | $0 | – | -1,869 | -100.0% | -0.03% | – |
| RM | Exit | REGIONAL MGMT CORP | $0 | – | -4,342 | -100.0% | -0.03% | – |
| BCEI | Exit | BONANZA CREEK ENERGY INC | $0 | – | -5,821 | -100.0% | -0.03% | – |
| SNP | Exit | CHINA PETROLEUM & CHEMICAL C | $0 | – | -5,709 | -100.0% | -0.03% | – |
| AEIS | Exit | ADVANCED ENERGY INDS | $0 | – | -3,220 | -100.0% | -0.03% | – |
| DASH | Exit | DOORDASH INCcl a | $0 | – | -1,449 | -100.0% | -0.03% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -412 | -100.0% | -0.04% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -1,079 | -100.0% | -0.04% | – |
| FIVN | Exit | FIVE9 INC | $0 | – | -2,126 | -100.0% | -0.04% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -2,375 | -100.0% | -0.04% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -614 | -100.0% | -0.05% | – |
| BBL | Exit | BHP GROUP PLCsponsored adr | $0 | – | -8,085 | -100.0% | -0.05% | – |
| UNH | Exit | UNITEDHEALTH GROUP INCput | $0 | – | -1,200 | -100.0% | -0.05% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -11,663 | -100.0% | -0.06% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -1,498 | -100.0% | -0.06% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -4,272 | -100.0% | -0.06% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -1,619 | -100.0% | -0.06% | – |
| USFD | Exit | US FOODS HLDG CORP | $0 | – | -15,289 | -100.0% | -0.06% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -5,193 | -100.0% | -0.06% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -20,980 | -100.0% | -0.07% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -1,278 | -100.0% | -0.07% | – |
| PKX | Exit | POSCOsponsored adr | $0 | – | -8,759 | -100.0% | -0.07% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -10,090 | -100.0% | -0.07% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INC | $0 | – | -6,532 | -100.0% | -0.07% | – |
| GENI | Exit | GENIUS SPORTS LIMITEDshares cl a | $0 | – | -40,178 | -100.0% | -0.09% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -32,462 | -100.0% | -0.09% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -4,375 | -100.0% | -0.18% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -41,421 | -100.0% | -0.35% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -3,013 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.