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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 $1,166,876,566
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 682,871 $151,686,008 13%
2.
Spdr Series Trust
 1,352,984 $69,096,880 5.92%
3.
Spdr Series Trust
 598,061 $48,066,142 4.12%
4.
Spdr Ser Tr - MSCI USA STRTGIC
 240,689 $37,713,670 3.23%
5.
Ishares Trust
 IEF 55,580 $31,230,493 2.68%
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)