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CIK: 0001714506
Total reported value
$702.2M
$702.2M
47 檔
42.8%
As reported in its official Q1 2024 Form 13F filing, Mountain Capital Investment Advisors Inc.'s tracked investment portfolio stood at $702.2M with 47 total positions.
During Q1 2024, Mountain Capital Investment Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 23.95% | +0.01% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 23.19% | -1.60% | -2.09% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 20.46% | +0.79% | +63.96% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.46% | — | +11.12% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.11% | — | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.63% | +0.26% | +10.25% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.55% | +0.05% | -4.69% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.34% | -0.10% | +259.54% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.01% | +4.93% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.94% | -0.10% | +312.53% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.87% | -0.09% | -96.18% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.03% | +9.47% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.01% | +3.51% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.05% | +17.02% | |
| 15 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.30% | +0.04% | -0.16% | |
| 16 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.27% | — | +2.96% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | +7.14% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.16% | — | -9.13% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.14% | — | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | -7.36% | |
| 21 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.13% | — | +17.50% | |
| 22 | RXST | Rxsight Inc | Stock-Other | 0.12% | — | -33.88% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.01% | +10.45% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | -1.52% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | -0.01% | — | |
| 26 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.10% | — | +1.22% | |
| 27 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.09% | — | +0.36% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.01% | -79.90% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.08% | — | -1.78% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.08% | +0.21% | NEW | |
| 31 | PHO | Invesco Water Resources ETF | ETF-Other | 0.08% | -0.07% | EXIT | |
| 32 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.08% | -0.05% | EXIT | |
| 33 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.08% | -0.04% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.02% | — | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.08% | — | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | — | |
| 37 | LUV | Southwest Airlines Co | Stock-Industrials | 0.07% | — | +0.57% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | — | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.06% | — | -0.30% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | +0.01% | — | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.06% | — | -0.62% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.06% | — | -0.02% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.06% | — | +1.01% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.01% | -21.77% | |
| 45 | SPFF | Global X Superincome Prefer | ETF-Other | 0.03% | — | — | |
| 46 | DNA4EUR | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.02% | — | — | |
| 47 | EXK | Endeavour Silver CORP | Stock-Materials | 0.01% | — | — |
According to official SEC Form 13F filings, Mountain Capital Investment Advisors Inc. reported a total U.S. public equity portfolio value of $702.2M across 47 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 42.8% of total reported equity market value during Q1 2024.
During Q1 2024, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VEA (23.9%)、VUG (23.2%)、VTV (20.5%). The largest single position, VEA, represented 23.9% of total portfolio value.
In Q1 2024, Mountain Capital Investment Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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