Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $168,068,927 | 982,838 | 0.02 | 0.02 | 78,880 | 8.73 | 09-30-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $33,321,364 | 77,594 | 0.00 | 0.00 | 9,767 | 14.40 | 09-30-2023 |
| ALPHABET INC | CAP STK CL C | 3 | $14,507,777 | 110,032 | 0.00 | 0.00 | 4,755 | 4.52 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $13,715,829 | 104,813 | 0.00 | 0.00 | -3,371 | -3.12 | 09-30-2023 |
