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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
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 6.55%
1.27%
$13.186M
284,241 shares@ $46.4 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 9.24%
1.21%
$12.567M
55,664 shares@ $225.76 avg price
EMXCIshares Inc
Recent Activity
Increased 432.05%
1.07%
$11.099M
181,629 shares@ $61.11 avg price
IUSBIshares Tr
Recent Activity
Increased 12.72%
0.69%
$7.105M
150,775 shares@ $47.12 avg price
MRKMerck & Co Inc
Recent Activity
Increased 189.28%
0.67%
$6.94M
61,113 shares@ $113.56 avg price
SPOTSpotify Technology S A
Recent Activity
Increased 3.54%
0.66%
$6.871M
18,643 shares@ $368.54 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1554.92%
0.65%
$6.706M
38,874 shares@ $172.5 avg price
PGRProgressive Corp
Recent Activity
Increased 4.53%
0.59%
$6.095M
24,019 shares@ $253.77 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 2.91%
0.58%
$5.945M
34,233 shares@ $173.67 avg price
AESAes Corp
Recent Activity
Increased 4%
0.53%
$5.446M
271,500 shares@ $20.06 avg price