Mount Yale Investment Advisors, LLC - Q42025 Holdings

Mount Yale Investment Advisors, LLC holds 719 stocks with a total portfolio value of $ 2.08B as of Q42025. In Q42025, Mount Yale Investment Advisors, LLC added 142 new positions, increased stakes in 348 stocks, reduced 201 holdings, and fully exited 94 positions. The largest holding is Vanguard Index Fds (VOO), representing 3.90% of the total portfolio.