Mount Yale Investment Advisors, LLC 13F Holdings
CIK 000137068 · DENVER, CO
As of Jun 30, 2025, Mount Yale Investment Advisors, LLC reported 1,499 positions worth
CIK 000137068 · DENVER, CO
As of Jun 30, 2025, Mount Yale Investment Advisors, LLC reported 1,499 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 697,826 | 43.2M | 13.33% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 815,592 | $42.7M | 3.97% |
| STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF | QUS | — | 238,262 | $38.9M | 3.62% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 358,726 | $34.2M | 3.18% |
| PACER US CASH COWS 100 ETF | COWZ | — | 554,424 | $30.5M | 2.84% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | — | 751,791 | $30.2M | 2.82% |
| ISHARES CORE S&P 500 ETF | IVV | — | 48,511 | $30.1M | 2.80% |
| ISHARES MSCI USA QUALITY GARP ETF | GARP | — | 409,425 | $24.7M | 2.30% |
| MICROSOFT CORP | MSFT | Technology | 41,750 | $20.8M | 1.93% |
| ALPHABET INC | GOOGL | Equity | 106,441 | 8.8M | 1.75% |
| AMAZON.COM INC | AMZN | Equity | 79,872 | 7.5M | 1.63% |
| JPMORGAN INCOME ETF | JPIE | — | 310,331 | 4.4M | 1.34% |
| FIRST EAGLE GLOBAL EQUITY ETF | FEGE | — | 347,971 | 4.0M | 1.31% |
| NVIDIA CORP | NVDA | Technology | 88,405 | 4.0M | 1.30% |
| ALPHABET INC | GOOG | Equity | 75,354 | 3.4M | 1.24% |
| MORGAN STANLEY ETF TRUST | — | — | 258,036 | 3.1M | 1.22% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 24,698 | 2.0M | 1.12% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 15,491 | 1.9M | 1.11% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 180,306 | 1.4M | 1.06% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 44,418 | 1.2M | 1.05% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 35,818 | 0.4M | 0.97% |
| META PLATFORMS INC | META | Communication Services | 12,285 | $9.1M | 0.84% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 64,473 | $8.6M | 0.80% |
| BROADCOM INC | AVGO | Technology | 30,722 | $8.5M | 0.79% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 134,142 | $8.3M | 0.77% |