13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001714506
Total reported value
$702.2M
$702.2M
49 檔
47.1%
In Q2 2024, Mountain Capital Investment Advisors Inc.'s U.S. equity holdings reached a combined market value of $702.2M, distributed across 49 disclosed stock positions.
During Q2 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 | 23.25% | +0.01% | +7.21% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 22.95% | -1.60% | -0.99% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 20.24% | +0.79% | +8.96% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.87% | — | -0.41% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.79% | — | +7.13% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.68% | +0.26% | +12.43% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.00% | +0.05% | +2.18% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.70% | -0.10% | +43.39% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.01% | -0.07% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.22% | -0.10% | +41.48% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.01% | +2036.65% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.03% | +6.06% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.40% | -0.09% | -49.20% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.01% | +3.49% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -0.05% | +6.00% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | +15.56% | |
| 17 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.25% | — | +1.53% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.17% | -0.04% | — | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.16% | — | +10.90% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.01% | +1065.43% | |
| 21 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.16% | +0.04% | -0.25% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | +0.01% | +167.71% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | — | +25.90% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.01% | +3.72% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.13% | — | +1.17% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | +4.49% | |
| 27 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.11% | — | +2.36% | |
| 28 | RXST | Rxsight Inc | Stock-Other | 0.10% | — | — | |
| 29 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.09% | — | +1.19% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | +26.70% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.01% | +11.08% | |
| 32 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.08% | — | -2.15% | |
| 33 | PHO | Invesco Water Resources ETF | ETF-Other | 0.08% | -0.07% | EXIT | |
| 34 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.08% | -0.05% | EXIT | |
| 35 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.08% | -0.04% | EXIT | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | — | +8.83% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.02% | -3.89% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | -0.04% | EXIT | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.06% | — | +3.77% | |
| 40 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.06% | — | +1.17% | |
| 41 | LUV | Southwest Airlines Co | Stock-Industrials | 0.06% | — | +4.22% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.01% | — | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.05% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | — | |
| 46 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.04% | -0.02% | — | |
| 47 | SPFF | Global X Superincome Prefer | ETF-Other | 0.03% | — | +0.08% | |
| 48 | EXK | Endeavour Silver CORP | Stock-Materials | 0.02% | — | — | |
| 49 | DNA4EUR | Ginkgo Bioworks Holdings Inc | Stock-Other | — | — | -61.69% |
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 49 disclosed positions in Q2 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 47.1% of total reported equity market value during Q2 2024.
During Q2 2024, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VEA (23.3%)、VUG (22.9%)、VTV (20.2%). The largest single position, VEA, represented 23.3% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.