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Home > Institutional Investor > Mount Yale Investment Advisors, Llc > Profile

Instuitional Investor - Mount Yale Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mount Yale Investment Advisors, Llc
Portfolio Value $1,238,398,958
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 691,646 $173,201,977 13.98%
2.
Spdr Series Trust
 1,366,875 $69,901,994 5.64%
3.
Spdr Series Trust
 601,776 $52,896,122 4.27%
4.
Ishares Trust
 IEF 69,230 $40,753,893 3.29%
5.
Spdr Ser Tr - MSCI USA STRTGIC
 240,752 $37,280,373 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)