Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $5,399,655,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 587,164 $169,901,824 3.15%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 200,052 $137,397,999 2.54%
3.
Spdr Gold Trust
 GLD 295,275 $108,773,318 2.01%
4.
Bok Financial Corp
 BOKF 770,026 $106,941,210 1.98%
5.
Nvidia Corp
 NVDA 527,328 $105,482,922 1.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.