Mount Yale Investment Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationdenver, CO
- CIK0001744349
- Alternate namesELEVATION POINT WEALTH PARTNERS, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
533 | $1.17B | AAPL, SPYV, KRE, KRE | 13F-HR | Apr 16, 2025 | 000176715125000003 | ||
556 | $1.24B | AAPL, SPYV, KRE, IVV | 13F-HR | Jan 22, 2025 | 000174434925000001 | ||
543 | $1.04B | AAPL, IVV, MSFT, GOOGL | 13F-HR | Oct 23, 2024 | 000176715124000006 | ||
544 | $1.26B | AAPL, SPYV, KRE, IVV | 13F-HR | Aug 13, 2024 | 000174434924000004 | ||
532 | $1.30B | AAPL, SPYV, KRE, IVV | 13F-HR | May 15, 2024 | 000174434924000003 | ||
494 | $1.05B | AAPL, IVV, GOOG, GOOGL | 13F-HR | Feb 13, 2024 | 000174434924000002 | ||
499 | $919.61M | AAPL, IVV, GOOG, GOOGL | 13F-HR | Oct 11, 2023 | 000174434923000010 | ||
479 | $944.04M | AAPL, IVV, GOOGL, GOOG | 13F-HR | Aug 14, 2023 | 000174434923000008 | ||
482 | $890.50M | AAPL, IVV, GOOGL, MSFT | 13F-HR | May 11, 2023 | 000174434923000006 | ||
452 | $881.30M | AAPL, IVV, GOOGL, ACWX | 13F-HR | Feb 14, 2023 | 000174434923000003 | ||
442 | $753.17M | AAPL, IVV, GOOGL, MSFT | 13F-HR | Nov 7, 2022 | 000174434922000004 | ||
453 | $793.62M | AAPL, IVV, GOOGL, MSFT | 13F-HR | Aug 2, 2022 | 000174434922000003 | ||
462 | $919.89M | AAPL, IVV, GOOGL, MSFT | 13F-HR | May 3, 2022 | 000174434922000002 | ||
456 | $962.02M | AAPL, IVV, GOOGL, SHW | 13F-HR | Feb 2, 2022 | 000174434922000001 | ||
457 | $869.41M | AAPL, IVV, GOOGL, SHW | 13F-HR | Nov 2, 2021 | 000174434921000004 | ||
423 | $826.58M | AAPL, IVV, GOOGL, SHW | 13F-HR | Aug 4, 2021 | 000174434921000003 | ||
407 | $766.23M | AAPL, IVV, GOOGL, SHW | 13F-HR | May 4, 2021 | 000174434921000002 | ||
397 | $712.54M | AAPL, IVV, GOOGL, SHW | 13F-HR | Feb 12, 2021 | 000174434921000001 | ||
350 | $702.00M | AAPL, ED, AAPL, IVV | 13F-HR | Nov 16, 2020 | 000174434920000004 | ||
332 | $558.23M | AAPL, IVV, GOOGL, BMY | 13F-HR | Jul 9, 2020 | 000174434920000003 | ||
289 | $443.52M | AAPL, BMY, IVV, 1848782D | 13F-HR | May 4, 2020 | 000174434920000002 | ||
321 | $575.80M | AAPL, BMY, IVV, GOOGL | 13F-HR | Feb 13, 2020 | 000174434920000001 | ||
307 | $558.90M | AAPL, CELG, CVS, GOOGL | 13F-HR | Nov 14, 2019 | 000158064219005147 | ||
315 | $541.67M | AAPL, GOOGL, CVS, CELG | 13F-HR | Aug 13, 2019 | 000158064219003665 | ||
313 | $533.84M | AAPL, GOOGL, CELG, 1848782D | 13F-HR | May 15, 2019 | 000158064219002513 | ||
309 | $492.42M | AAPL, CELG, CVS, IVV | 13F-HR | Feb 14, 2019 | 000158064219000826 | ||
947 | $572.67M | AAPL, CVS, IVV, CELG | 13F-HR | Nov 13, 2018 | 000158064218005412 | ||
955 | $528.39M | AAPL, CELG, IVV, SHW | 13F-HR | Aug 22, 2018 | 000158064218003999 | ||
939 | $466.49M | AAPL, IVV, SHW, CVS | 13F-HR | Jun 25, 2018 | 000158064218003101 |