Mount Yale Investment Advisors, LLC Buys Apple Inc, Cisco Systems Inc, Chubb, Sells American Express Co, Intel Corp, iShares MSCI ACWI Ex US Index Fund

• New Purchases: EFV, IUSB, AMT, IYE, VIG, MTUM, TGT, NKE, IWR, NBIX, COP, K, MCD, ODFL, NLOK, BLL, SBNY, DASH, VUG, GD, CVNA, PDCE, PXD, CNP, SIX, BAND, OTIS, DMYD, FIS, D, RE, SLB, SAIA, COF, BKH, BECN, TIP, ALGN, CNQ, IWV, BP, ONEM, ABCB, FUL, VRRM, AA, PFBC, SR, LYV, MGM, NTAP, FL, PACW, FITB, TWOU, THC, USB, URBN, ICFI, EBS, VAC, TNDM, F, NMR, SDC,
• Added Positions: AAPL, CSCO, CB, MSFT, CRWD, SNN, RACE, MKL, TSM, CTXS, MDT, IGSB, IBM, NVS, ED, TSLA, GOVT, QQQ, CCI, ETN, MMC, MPC, CAJ, CHKP, USFD, GLD, IWM, SLV, XLY, ADBE, GPN, LPL, PKX, SUI, TDG, LDOS, CHTR, HII, XLI, ACN, ASX, KO, HDB, LHX, IBN, INTU, PGR, RMD, LULU, APTV, GOOG, QSR, SHOP, BCSF, IXN, XLE, AKAM, ADI, AON, BK, CVS, CP, CAT, CNC, CHD, CIEN, DECK, EOG, FISV, EVRI, JNJ, KGC, MKC, MRK, MU, MS, PEP, PHM, RCL, SHOO, TTWO, TDY, UPS, URI, WAB, ANTM, MA, MFG, MLCO, DAL, FTNT, HCA, QLYS, LW, AZEK, VWO, XLB, XLC, XLK, XLP, XLRE, ABT, AIT, BANR, BDN, SCHW, CME, COO, EHC, HON, IEX, JKHY, LSTR, NFLX, AVNT, BKNG, SPXC, SWKS, AIMC, AVGO, BAH, ICLR, RNG, BURL, LADR, TTD, AVTR, HYG,
• Reduced Positions: INTC, IEFA, IVV, GOOGL, MELI, JPM, SHYG, ZBRA, LRCX, TSCO, LQD, NDAQ, DIS, LYB, EFA, SPY, BMY, SHW, SPG, TMUS, GMAB, ETSY, SPOT, UBER, CMCSA, LVS, V, FB, XLV, AMD, C, EW, XOM, CRM, UNH, ULTA, NXPI, ESGE, AZN, BBY, LOW, PKI, QCOM, GNRC, IHI, AMZN, APH, BRK.B, BWA, CTAS, ERIC, MPWR, ORCL, PHG, SBUX, TJX, TMO, KEYS, TDOC, PYPL, PINS, IAA, DKNG, DWX, MBB, USMV, XLF, CRL, DHR, EA, MTCH, ONB, RIO, VZ, WSM, BR, FRC, FBHS, GMED, ZTS, CDW, ALC, AGG, ICF, IJH, XLU, AOS, ASML, T, ATRC, BAC, CPRT, DE, DKS, DIOD, DLTR, ENS, ENTG, FE, GS, HOG, HD, ICE, JCOM, JNPR, KR, LSCC, MMS, SPGI, MTD, MHK, MSI, NTRS, PATK, PFE, POOL, SIMO, SHYF, STE, SNPS, TYL, RTX, WST, WAL, WTFC, HOMB, WNS, EVR, OC, HZNP, PSX, SUM, TEAM, EFG, MMM, AEIS, DOX, AEP, AIG, ABC, ASTE, AZO, TFC, BJRI, CCMP, COG, CERN, CI, TPR, CCEP, COST, FORTY, HRL, HUBG, KLAC, KT, LKQ, LEN, LPX, MAS, MCK, PIPR, PSA, RJF, RBC, RNST, RSG, TTMI, WM, DFS, DG, SSNC, PCRX, INN, ACHC, MTSI, CRTO, PFGC, ADNT, HWM, FND, ITOT,
• Sold Out: AXP, ACWX, BABA, IVE, FFIV, BDX, IVW, KAR, NEM, ACWV, DGRO, IJK, CLX, EBAY, PE, CS, HMSY, RPD, BIDU, IEF, PING, QUAL, KTOS, STM, RAMP, PENN, CRH, CMI, MSTR, MTZ, HBAN, LPSN, LAD, PRI, AIN, ARWR, UFS, CMF, NEE, INFY, JACK, NOK, SEM, PRG, MTN, UTHR, NEU, GE, AUY, SWN, NYCB, PBR, FLY, CHU,

For the details of Mount Yale Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mount+yale+investment+advisors%2C+llc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 1,002,326 shares, 15.99% of the total portfolio. Shares added by 28.35%
2. iShares Core S&P 500 ETF (IVV) - 41,340 shares, 2.15% of the total portfolio. Shares reduced by 8.81%
3. Alphabet Inc (GOOGL) - 6,930 shares, 1.87% of the total portfolio. Shares reduced by 10.24%
4. Sherwin-Williams Co (SHW) - 47,082 shares, 1.51% of the total portfolio. Shares reduced by 4.29%
5. Bristol-Myers Squibb Company (BMY) - 163,891 shares, 1.35% of the total portfolio. Shares reduced by 4.51%

Mount Yale Investment Advisors, LLC initiated holding in BTC iShares MSCI EAFE Value ETF. The purchase prices were between $46.93 and $51.65, with an estimated average price of $49.73. The stock is now traded at around $51.820000. The impact to a portfolio due to this purchase was 0.41%. The holding were 61,538 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.47 and $54.23, with an estimated average price of $53.42. The stock is now traded at around $53.130000. The impact to a portfolio due to this purchase was 0.26%. The holding were 38,445 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC initiated holding in American Tower Corp. The purchase prices were between $198.66 and $241.83, with an estimated average price of $222.76. The stock is now traded at around $249.970000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,159 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC initiated holding in iShares U.S. Energy ETF. The purchase prices were between $20.2 and $28.34, with an estimated average price of $24.5. The stock is now traded at around $27.110000. The impact to a portfolio due to this purchase was 0.12%. The holding were 35,791 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC initiated holding in Vanguard Dividend Appreciation FTF. The purchase prices were between $136.56 and $148.03, with an estimated average price of $141.82. The stock is now traded at around $153.530000. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,600 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC initiated holding in BTC iShares MSCI USA Momentum Factor ETF. The purchase prices were between $149.91 and $177.94, with an estimated average price of $165.25. The stock is now traded at around $166.580000. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,690 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC added to a holding in Apple Inc by 28.35%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $128.190000. The impact to a portfolio due to this purchase was 3.53%. The holding were 1,002,326 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC added to a holding in Cisco Systems Inc by 490.15%. The purchase prices were between $43.96 and $52.57, with an estimated average price of $46.95. The stock is now traded at around $50.440000. The impact to a portfolio due to this purchase was 0.84%. The holding were 149,821 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC added to a holding in Chubb Ltd by 329.34%. The purchase prices were between $145.1 and $175.05, with an estimated average price of $161.18. The stock is now traded at around $172.440000. The impact to a portfolio due to this purchase was 0.74%. The holding were 47,060 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC added to a holding in Microsoft Corp by 39.22%. The purchase prices were between $212.25 and $244.99, with an estimated average price of $232.23. The stock is now traded at around $247.740000. The impact to a portfolio due to this purchase was 0.3%. The holding were 34,242 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC added to a holding in CrowdStrike Holdings Inc by 207.74%. The purchase prices were between $173.85 and $242.42, with an estimated average price of $212.06. The stock is now traded at around $194.360000. The impact to a portfolio due to this purchase was 0.22%. The holding were 13,525 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC added to a holding in Smith & Nephew PLC by 103.51%. The purchase prices were between $36.75 and $45.88, with an estimated average price of $41.34. The stock is now traded at around $42.860000. The impact to a portfolio due to this purchase was 0.16%. The holding were 61,640 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC sold out a holding in American Express Co. The sale prices were between $114.09 and $150.27, with an estimated average price of $132.09.

Mount Yale Investment Advisors, LLC sold out a holding in iShares MSCI ACWI Ex US Index Fund. The sale prices were between $53.19 and $57, with an estimated average price of $55.26.

Mount Yale Investment Advisors, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $222.72 and $270.83, with an estimated average price of $245.98.

Mount Yale Investment Advisors, LLC sold out a holding in iShares S&P 500 Value ETF. The sale prices were between $125.36 and $142.23, with an estimated average price of $134.03.

Mount Yale Investment Advisors, LLC sold out a holding in F5 Networks Inc. The sale prices were between $175.85 and $210.62, with an estimated average price of $197.19.

Mount Yale Investment Advisors, LLC sold out a holding in Becton, Dickinson and Co. The sale prices were between $237.89 and $263.3, with an estimated average price of $250.52.

Mount Yale Investment Advisors, LLC reduced to a holding in Intel Corp by 84.73%. The sale prices were between $49.67 and $65.78, with an estimated average price of $59.63. The stock is now traded at around $55.887800. The impact to a portfolio due to this sale was -0.8%. Mount Yale Investment Advisors, LLC still held 20,488 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC reduced to a holding in BTC iShares Core MSCI EAFE ETF by 68.66%. The sale prices were between $68.58 and $73.12, with an estimated average price of $71.46. The stock is now traded at around $73.940000. The impact to a portfolio due to this sale was -0.32%. Mount Yale Investment Advisors, LLC still held 14,984 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC reduced to a holding in JPMorgan Chase & Co by 55.36%. The sale prices were between $125.65 and $157.65, with an estimated average price of $143.83. The stock is now traded at around $152.920000. The impact to a portfolio due to this sale was -0.18%. Mount Yale Investment Advisors, LLC still held 7,962 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC reduced to a holding in iShares 0-5 Year High Yield Corporate Bond ETF by 77.21%. The sale prices were between $44.72 and $45.61, with an estimated average price of $45.15. The stock is now traded at around $45.720000. The impact to a portfolio due to this sale was -0.12%. Mount Yale Investment Advisors, LLC still held 5,366 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC reduced to a holding in Zebra Technologies Corp by 25.24%. The sale prices were between $378.13 and $512.69, with an estimated average price of $446.55. The stock is now traded at around $462.880000. The impact to a portfolio due to this sale was -0.11%. Mount Yale Investment Advisors, LLC still held 5,817 shares as of 2021-03-31.

Mount Yale Investment Advisors, LLC reduced to a holding in Tractor Supply Co by 49.61%. The sale prices were between $139.71 and $178.48, with an estimated average price of $159.54. The stock is now traded at around $190.920000. The impact to a portfolio due to this sale was -0.1%. Mount Yale Investment Advisors, LLC still held 5,108 shares as of 2021-03-31.