Mount Yale Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Apple Inc (AAPL) Holdings Show a Slight Decrease in Q3 2023

Investment management firm Mount Yale Investment Advisors, LLC recently released its 13F filings for Q3 2023, comparing the changes in holdings from the previous quarter. One notable change in their portfolio is their holdings in Apple Inc (AAPL), which saw a slight decrease in the number of shares held.

In Q2 2023, Mount Yale Investment Advisors held 901,358 shares of Apple Inc, with a total value of $174,836,000. However, in Q3 2023, they reduced their holdings to 980,238 shares, indicating a decrease of 4% in their position. The total value of their holdings in Apple Inc also decreased to $167,826,000.

Despite the decrease in holdings, Apple Inc remains one of the top holdings of Mount Yale Investment Advisors. It is important to note that 13F filings provide insight into the holdings of institutional investors but do not necessarily imply an opinion on the company's future performance.

ISHARES TR (IVV) Holdings Show a Double-Digit Increase in Q3 2023

Another significant change in Mount Yale Investment Advisors' portfolio is their holdings in ISHARES TR (IVV). Their position in IVV increased by 10.2% in Q3 2023 compared to the previous quarter.

In Q2 2023, Mount Yale Investment Advisors held 67,827 shares of IVV with a total value of $30,231,000. However, in Q3 2023, their holdings in IVV increased to 77,594 shares. The value of their IVV holdings also increased to $33,321,000.

This increase in IVV holdings reflects the firm's confidence in the performance of this particular investment. ISHARES TR is a popular exchange-traded fund (ETF) that tracks the performance of the S&P 500 index. It is often considered a benchmark for the overall performance of the U.S. stock market.

Alphabet Inc (GOOG, GOOGL) Holdings Show Mixed Changes in Q3 2023

Mount Yale Investment Advisors' holdings in Alphabet Inc (GOOG, GOOGL) saw mixed changes in Q3 2023. While their position in GOOG increased by 13.9%, their holdings in GOOGL decreased by 5.9%.

In Q2 2023, Mount Yale Investment Advisors held 105,277 shares of GOOG, with a total value of $12,735,000. However, in Q3 2023, their holdings in GOOG increased to 110,032 shares, with a value of $14,507,000.

On the other hand, their position in GOOGL decreased from 108,184 shares in Q2 2023 to 104,813 shares in Q3 2023. The total value of their GOOGL holdings also declined from $12,949,000 to $13,715,000.

These mixed changes in holdings for Alphabet Inc suggest that Mount Yale Investment Advisors may be adjusting their positions within the company based on their assessment of the different share classes. GOOG and GOOGL are two different classes of Alphabet Inc's stock, with GOOGL having more voting rights compared to GOOG.

Microsoft Corp (MSFT) Holdings Experience a Minor Decrease in Q3 2023

Mount Yale Investment Advisors' holdings in Microsoft Corp (MSFT) saw a small decrease of 6.1% in Q3 2023 compared to the previous quarter.

In Q2 2023, they held 36,737 shares of MSFT, valued at $12,510,000. However, in Q3 2023, their holdings in MSFT decreased slightly to 37,189 shares, with a value of $11,742,000.

Despite the decrease, Microsoft Corp remains one of the top holdings for Mount Yale Investment Advisors. Microsoft is a multinational technology company known for its software products, cloud services, and hardware devices. The company has shown strong growth in recent years and continues to be a key player in the technology industry.

Conclusion

Mount Yale Investment Advisors, LLC's 13F filings for Q2 2023 vs. Q3 2023 show mixed changes in their portfolio holdings. While some holdings experienced slight decreases, others saw significant increases. These changes indicate that the investment management firm is actively making adjustments to their positions based on their assessment of each investment.

It is important to note that 13F filings provide a snapshot of the holdings of institutional investors and should not be solely relied upon when making investment decisions. Investors should conduct further research and analysis to gain a comprehensive understanding of the companies and investments mentioned in this article.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice.