MOUNT YALE INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 65K | $4.91M |
 | FSK | 60K | $1.02M |
 | CVX | 60K | $9.25M |
 | JPM | 56K | $17.63M |
 | YOU | 52K | $1.74M |
 | GOOGL | 52K | $12.59M |
 | GM | 52K | $3.14M |
 | T | 50K | $1.40M |
 | FHN | 48K | $1.10M |
 | PG | 47K | $7.28M |
 | NWG | 47K | $666.62K |
 | DOW | 47K | $1.08M |
 | RITM | 47K | $534.02K |
 | VZ | 47K | $2.05M |
 | WFC | 46K | $3.88M |
 | ERIC | 46K | $382.56K |
 | WMT | 44K | $4.57M |
 | KO | 44K | $2.95M |
 | CSCO | 44K | $2.99M |
 | DTST | 43K | $186.19K |
NextEra Energy, Inc.
NEE
Shares Held
65K
Value
$4.91M
FS KKR Capital Corp.
FSK
Shares Held
60K
Value
$1.02M
Chevron Corporation
CVX
Shares Held
60K
Value
$9.25M
JPMorgan Chase & Co.
JPM
Shares Held
56K
Value
$17.63M
Clear Secure, Inc.
YOU
Shares Held
52K
Value
$1.74M
Alphabet Inc.
GOOGL
Shares Held
52K
Value
$12.59M
General Motors Company
GM
Shares Held
52K
Value
$3.14M
AT&T Inc.
T
Shares Held
50K
Value
$1.40M
First Horizon Corporation
FHN
Shares Held
48K
Value
$1.10M
The Procter & Gamble Company
PG
Shares Held
47K
Value
$7.28M
NatWest Group plc
NWG
Shares Held
47K
Value
$666.62K
Dow Inc.
DOW
Shares Held
47K
Value
$1.08M
Rithm Capital Corp.
RITM
Shares Held
47K
Value
$534.02K
Verizon Communications Inc.
VZ
Shares Held
47K
Value
$2.05M
Wells Fargo & Company
WFC
Shares Held
46K
Value
$3.88M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
46K
Value
$382.56K
Walmart Inc.
WMT
Shares Held
44K
Value
$4.57M
The Coca-Cola Company
KO
Shares Held
44K
Value
$2.95M
Cisco Systems, Inc.
CSCO
Shares Held
44K
Value
$2.99M
Data Storage Corporation
DTST
Shares Held
43K
Value
$186.19K