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CIK: 0001714506
Total reported value
$702.2M
$702.2M
62 檔
50.5%
According to the latest 13F quarterly dataset, Mountain Capital Investment Advisors Inc. managed an equity portfolio of $702.2M at the end of Q3 2024, spanning 62 distinct U.S. exchange-listed positions.
During Q3 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 | VUG | Vanguard Growth ETF | ETF-Other | 24.33% | -1.60% | +13.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.60% | +0.01% | -1.36% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 19.48% | +0.79% | +1.01% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 7.27% | +0.12% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.08% | — | +0.35% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.40% | +0.26% | -3.03% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +0.01% | +212.98% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.30% | +0.05% | +0.44% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.14% | -0.10% | +35.35% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.58% | -0.10% | +44.55% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.01% | +3.42% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.44% | -0.09% | +26.04% | |
| 13 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.42% | — | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.01% | -2.00% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.03% | -1.50% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.05% | +7.46% | |
| 17 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.31% | — | +33.31% | |
| 18 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 0.26% | -0.23% | EXIT | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | -0.84% | |
| 20 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.24% | +0.04% | +11.25% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.23% | -0.04% | +9.53% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.01% | +29.56% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.19% | +0.10% | — | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.15% | — | +4.10% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | — | +6.18% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.01% | -0.49% | |
| 27 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.12% | — | +36.06% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.11% | — | — | |
| 29 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.11% | -0.02% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.02% | -18.41% | |
| 31 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.10% | -0.05% | EXIT | |
| 32 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.10% | -0.04% | EXIT | |
| 33 | PHO | Invesco Water Resources ETF | ETF-Other | 0.09% | -0.07% | EXIT | |
| 34 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.09% | — | -1.61% | |
| 35 | RXST | Rxsight Inc | Stock-Other | 0.08% | — | +5.74% | |
| 36 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.08% | — | +1.22% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | +0.01% | -45.47% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.01% | -3.84% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.02% | +7.72% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | -2.63% | |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.07% | — | -3.19% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | -6.62% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | -0.04% | EXIT | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.06% | — | -10.91% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.01% | — | |
| 46 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.05% | — | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.05% | — | — | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.05% | -0.01% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.05% | -0.01% | — | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.05% | — | — |
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 62 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VTV) accounted for 50.5% of total reported equity market value during Q3 2024.
During Q3 2024, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VUG (24.3%)、VEA (19.6%)、VTV (19.5%). The largest single position, VUG, represented 24.3% of total portfolio value.
In Q3 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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