Mount Yale Investment Advisors, LLC Buys Discover Financial Services, Phillips 66, BTC iShares ...
Investment company Mount Yale Investment Advisors, LLC (Current Portfolio) buys Discover Financial Services, Phillips 66, BTC iShares MSCI EAFE Growth ETF, iShares Core S&P 500 ETF, iShares S&P 500 Value ETF, sells Marathon Petroleum Corp, Chubb, MercadoLibre Inc, HDFC Bank, Ulta Beauty Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Mount Yale Investment Advisors, LLC. As of 2021Q4, Mount Yale Investment Advisors, LLC owns 456 stocks with a total value of $962 million. These are the details of the buys and sells.
New Purchases: PSX, IVW, SOXX, IJK, GM, PFF, ADP, GLOB, SHY, VRSN, ADSK, IWP, AME, CHT, KDP, SWK, MUB, AILV, AILG, USXF, CPRI, IRT, FMC, AVTRPA.PFD, FAS, ESML, ESGD, MQ, ABNB, U, ESE, TPL, ASGN, JKH, VO, AVGOP.PFD, VRT, TTD, KKR, CVE, WMT, SNN, LSTR, WISH, SMH,
Added Positions: DFS, EFG, IVV, IVE, DXLG, EFA, IJR, NVTA, ROKU, MU, IEFA, ETN, IWM, CTRA, SPY, USMV, CHD, DIS, AMZN, BDX, LLY, INTU, NVDA, WFC, FALN, TIP, MMM, BMY, GSK, IBM, QCOM, GOOG, AMD, CSCO, CMCSA, LMT, PTR, SBNY, BAH, IUSB, XLE, BRK.B, BBY, FUL, JNJ, MGM, SPGI, BKNG, PG, SNY, HTGC, GOVT, XLF, XLI, XLK, XLRE, XLV, ALKS, ADI, BTI, CAJ, COF, FIS, CI, KO, CCEP, DE, DHIL, D, DD, NEE, GD, GS, HAS, IFF, MDLZ, MSI, ORCL, PNFP, RPM, RRX, TSM, TGT, TRP, USB, UL, VZ, WMB, QSR, QRVO, BIV, GLD, IEMG, ITOT, MBB, VIG, VUG, VYM, XLC, XLP, ABC, TFC, BLK, CLX, COP, DUK, XOM, HON, ING, KT, LSCC, MCD, IX, PHG, PEG, SAP, SNA, SONY, SHYF, TTE, UNP, SMFG, MLCO, PM, TAK, SSNC, MTSI, HWM, INMD, ZIM, EEM, IWD, IWF, SLV, XLU,
Reduced Positions: MPC, AAPL, CB, INTC, TEAM, CNC, EA, ABG, CMI, SPSC, PYPL, VWO, ADBE, SBUX, SNAP, AKAM, C, NTRS, NVS, PFE, IGSB, CTAS, MDT, VLUE, IBN, LAD, MS, V, TSLA, SEDG, DWX, IJH, IXG, CHKP, DHR, EW, NKE, NSC, PGR, SPG, TJX, TMUS, GMAB, APTV, ESGE, IXN, ASML, T, ACN, AZTA, FE, GPN, HD, LOW, ODFL, TXT, TSN, TDG, KEYS, CRWD, IYE, ABT, AEP, AIT, BLL, BAC, CP, CTSH, COST, EOG, ENTG, LHX, HUBG, MTCH, LRCX, LYV, MRK, MPWR, PDCE, PSA, RSG, SAIA, UNH, WTFC, CVLT, NOG, NXPI, FB, ETSY, RACE, SE, BILL, COMT, XLB, XLY, ABCB, APH, AON, AMAT, ATRC, BK, BANR, BECN, OPCH, BKH, BA, BDN, CNI, CAT, CNP, SCHW, ED, DIOD, DOV, EGP, PACW, EVRI, ICE, JKHY, KLAC, K, SR, MGPI, MMC, MAS, MTH, OMCL, PZZA, PKI, PIPR, AVNT, PFBC, RJF, SPXC, SLAB, SHOO, TTMI, TMO, URI, URBN, WM, WST, WSM, WIT, HOMB, EVR, ICFI, LDOS, AIMC, BR, DAL, DG, FRC, INN, STAG, HZNP, ACHC, ZTS, ICLR, FOXF, TNDM, LADR, PAYC, CTLT, CYBR, WK, SUM, ELF, VRRM, BCSF, UBER, AZEK, CIVI, CIVI, IWV, SHYG,
Sold Out: MELI, HDB, ULTA, GENI, NLOK, AOS, TYL, PKX, NBIX, JNPR, AGG, UPST, USFD, CTXS, TWLO, ALGN, BBL, HRL, CVNA, EXPE, FIVN, SEM, MRNA, DKNG, ASAN, DASH, RM, PCRX, FLT, CHTR, AIG, AEIS, WPP, SNP, TPR, LVS, MLKN, AMN, NDLS, ASX, COOK, AXNX, ILPT, VBTX, HQY, TWOU, CVX, LPSN, ZD, PALT, CCSI,
For the details of Mount Yale Investment Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/mount+yale+investment+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Mount Yale Investment Advisors, LLC
Apple Inc (AAPL) - 894,798 shares, 16.52% of the total portfolio. Shares reduced by 5.04%
iShares Core S&P 500 ETF (IVV) - 49,513 shares, 2.45% of the total portfolio. Shares added by 23.02%
Alphabet Inc (GOOGL) - 6,157 shares, 1.85% of the total portfolio. Shares added by 0.42%
Sherwin-Williams Co (SHW) - 44,537 shares, 1.63% of the total portfolio. Shares reduced by 0.94%
Microsoft Corp (MSFT) - 40,159 shares, 1.40% of the total portfolio. Shares added by 0.91%
New Purchase: Phillips 66 (PSX)
Mount Yale Investment Advisors, LLC initiated holding in Phillips 66. The purchase prices were between $68.67 and $83.73, with an estimated average price of $75.55. The stock is now traded at around $87.660000. The impact to a portfolio due to this purchase was 0.55%. The holding were 72,984 shares as of 2021-12-31.
New Purchase: iShares S&P 500 Growth ETF (IVW)
Mount Yale Investment Advisors, LLC initiated holding in iShares S&P 500 Growth ETF. The purchase prices were between $73.1 and $84.81, with an estimated average price of $80.59. The stock is now traded at around $77.060000. The impact to a portfolio due to this purchase was 0.29%. The holding were 33,563 shares as of 2021-12-31.
New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
Mount Yale Investment Advisors, LLC initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $433.84 and $555.47, with an estimated average price of $503.22. The stock is now traded at around $483.460000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,514 shares as of 2021-12-31.
New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)
Mount Yale Investment Advisors, LLC initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $79 and $87.76, with an estimated average price of $83.8. The stock is now traded at around $77.300000. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,791 shares as of 2021-12-31.
New Purchase: General Motors Co (GM)
Mount Yale Investment Advisors, LLC initiated holding in General Motors Co. The purchase prices were between $53.93 and $64.61, with an estimated average price of $58.54. The stock is now traded at around $54.070000. The impact to a portfolio due to this purchase was 0.11%. The holding were 17,394 shares as of 2021-12-31.
New Purchase: iShares U.S. Preferred Stock (PFF)
Mount Yale Investment Advisors, LLC initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $37.98 and $39.43, with an estimated average price of $38.64. The stock is now traded at around $37.560000. The impact to a portfolio due to this purchase was 0.1%. The holding were 23,840 shares as of 2021-12-31.
Added: Discover Financial Services (DFS)
Mount Yale Investment Advisors, LLC added to a holding in Discover Financial Services by 401.73%. The purchase prices were between $106.13 and $132.99, with an estimated average price of $118.13. The stock is now traded at around $118.020000. The impact to a portfolio due to this purchase was 0.62%. The holding were 64,382 shares as of 2021-12-31.
Added: BTC iShares MSCI EAFE Growth ETF (EFG)
Mount Yale Investment Advisors, LLC added to a holding in BTC iShares MSCI EAFE Growth ETF by 132.96%. The purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now traded at around $100.600000. The impact to a portfolio due to this purchase was 0.51%. The holding were 78,230 shares as of 2021-12-31.
Added: iShares Core S&P 500 ETF (IVV)
Mount Yale Investment Advisors, LLC added to a holding in iShares Core S&P 500 ETF by 23.02%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $454.890000. The impact to a portfolio due to this purchase was 0.46%. The holding were 49,513 shares as of 2021-12-31.
Added: iShares S&P 500 Value ETF (IVE)
Mount Yale Investment Advisors, LLC added to a holding in iShares S&P 500 Value ETF by 771.99%. The purchase prices were between $145.08 and $156.8, with an estimated average price of $151.56. The stock is now traded at around $155.080000. The impact to a portfolio due to this purchase was 0.35%. The holding were 24,250 shares as of 2021-12-31.
Added: Destination XL Group Inc (DXLG)
Mount Yale Investment Advisors, LLC added to a holding in Destination XL Group Inc by 676.50%. The purchase prices were between $5.28 and $8.85, with an estimated average price of $6.76. The stock is now traded at around $4.850000. The impact to a portfolio due to this purchase was 0.31%. The holding were 605,673 shares as of 2021-12-31.
Added: iShares MSCI EAFE ETF (EFA)
Mount Yale Investment Advisors, LLC added to a holding in iShares MSCI EAFE ETF by 82.70%. The purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now traded at around $76.540000. The impact to a portfolio due to this purchase was 0.24%. The holding were 65,457 shares as of 2021-12-31.
Sold Out: MercadoLibre Inc (MELI)
Mount Yale Investment Advisors, LLC sold out a holding in MercadoLibre Inc. The sale prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48.
Sold Out: HDFC Bank Ltd (HDB)
Mount Yale Investment Advisors, LLC sold out a holding in HDFC Bank Ltd. The sale prices were between $61.97 and $78.4, with an estimated average price of $69.84.
Sold Out: Ulta Beauty Inc (ULTA)
Mount Yale Investment Advisors, LLC sold out a holding in Ulta Beauty Inc. The sale prices were between $358.15 and $413.86, with an estimated average price of $389.21.
Sold Out: NortonLifeLock Inc (NLOK)
Mount Yale Investment Advisors, LLC sold out a holding in NortonLifeLock Inc. The sale prices were between $23.82 and $26.67, with an estimated average price of $25.31.
Sold Out: Genius Sports Ltd (GENI)
Mount Yale Investment Advisors, LLC sold out a holding in Genius Sports Ltd. The sale prices were between $6.92 and $19.69, with an estimated average price of $13.26.
Sold Out: Neurocrine Biosciences Inc (NBIX)
Mount Yale Investment Advisors, LLC sold out a holding in Neurocrine Biosciences Inc. The sale prices were between $79.65 and $106.22, with an estimated average price of $91.67.
Here is the complete portfolio of Mount Yale Investment Advisors, LLC. Also check out:
1. Mount Yale Investment Advisors, LLC's Undervalued Stocks
2. Mount Yale Investment Advisors, LLC's Top Growth Companies, and
3. Mount Yale Investment Advisors, LLC's High Yield stocks
4. Stocks that Mount Yale Investment Advisors, LLC keeps buyingThis article first appeared on GuruFocus.
