Mount Yale Investment Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    denver, CO
  • CIK
    0001744349
  • Alternate names
    ELEVATION POINT WEALTH PARTNERS, LLC
  • All SEC filings
Created with Highcharts 12.1.2Holdings ValueQ1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025$ 0$ 250M$ 500M$ 750M$ 1B$ 1B$ 2BHighcharts.com
Created with Highcharts 12.1.2Q1 2025 SummaryHighcharts.com
Q1 2025
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