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
62 檔
48.8%
During the Q4 2024 filing period, Mountain Capital Investment Advisors Inc. (CIK: 0001714506) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $702.2M across 62 reported positions.
During Q4 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 | VTV | Vanguard Value ETF | ETF-Other | 22.46% | +0.79% | +24.30% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 21.72% | -1.60% | -7.02% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.86% | +0.01% | +223.09% | |
| 4 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 7.92% | — | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.90% | +0.26% | +57.95% | |
| 6 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 6.89% | +0.12% | +1.59% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.90% | +0.01% | -67.57% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.82% | +0.05% | -0.18% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.39% | -0.10% | +21.23% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.96% | — | -69.38% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.74% | -0.10% | +15.44% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.01% | +0.92% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.79% | +0.10% | +347.01% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.49% | -0.09% | +20.70% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.05% | +1.02% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.01% | -1.03% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.03% | +0.28% | |
| 18 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.29% | — | +0.16% | |
| 19 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.29% | +0.04% | -1.10% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.28% | -0.04% | +11.42% | |
| 21 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-Other | 0.26% | -0.23% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | +2.10% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | +7.15% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | -3.14% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.02% | +22.97% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.11% | — | -20.52% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.01% | -6.22% | |
| 28 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.11% | -0.02% | — | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.11% | — | — | |
| 30 | PHO | Invesco Water Resources ETF | ETF-Other | 0.09% | -0.07% | EXIT | |
| 31 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.09% | -0.05% | EXIT | |
| 32 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.09% | -0.04% | EXIT | |
| 33 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.09% | — | +1.27% | |
| 34 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.08% | — | — | |
| 35 | MSTR | Strategy Inc | Stock-Tech | 0.08% | -0.03% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | +0.01% | +0.82% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.02% | -1.54% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | -4.16% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.07% | — | -8.26% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | +2.92% | |
| 41 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.06% | — | +32.50% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | -0.04% | EXIT | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.01% | -11.99% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | +46.06% | |
| 45 | RXST | Rxsight Inc | Stock-Other | 0.06% | — | +3.78% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.05% | — | -0.25% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.01% | -2.54% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.05% | — | — | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.05% | — | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.05% | -0.01% | -5.57% |
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 Q4 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 VTV, VUG, VOO) accounted for 48.8% of total reported equity market value during Q4 2024.
During Q4 2024, Mountain Capital Investment Advisors Inc.'s top holdings by market value included VTV (22.5%)、VUG (21.7%)、VOO (10.9%). The largest single position, VTV, represented 22.5% of total portfolio value.
In Q4 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.