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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
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
PGProcter And Gamble Co
Recent Activity
Decreased -0.85%
0.7%
$7.249M
41,855 shares@ $173.21 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
QUALIshares Tr
Recent Activity
Decreased -5.86%
0.65%
$6.702M
37,381 shares@ $179.3 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -51.93%
0.64%
$6.579M
14,295 shares@ $460.26 avg price