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Michael Sabre

@Mount Yale Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.042BTotal holdings532
Assets growth rate-17.48%Assets growth rate (2-Q avg)-10.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mount Yale Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 532 positions.

Assets under management

The assets under management (AUM) of Mount Yale Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.042B in assets, with a quarterly growth rate of -17.48% and a 2-quarter average growth rate of -10.31%. The portfolio is managed by Michael Sabre, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -10.46%
18.24%
$189.927M
837,914 shares@ $226.67 avg price
IVVIshares Tr
Recent Activity
Decreased -4.34%
3.43%
$35.643M
61,792 shares@ $576.83 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -21.12%
1.51%
$15.689M
36,670 shares@ $427.86 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -27.4%
1.4%
$14.483M
87,323 shares@ $165.86 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -10.23%
1.18%
$12.282M
73,464 shares@ $167.19 avg price
NVDANvidia Corporation
Recent Activity
Decreased -15.13%
0.91%
$9.457M
79,042 shares@ $119.66 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.73%
0.83%
$8.576M
66,893 shares@ $128.21 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -46.25%
0.79%
$8.169M
43,841 shares@ $186.34 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.28%
0.76%
$7.892M
13,856 shares@ $569.59 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -36.67%
0.72%
$7.499M
12,984 shares@ $577.57 avg price