Mountain Capital Investment Advisors, Inc Buys AbbVie Inc, Exxon Mobil Corp, Chevron Corp, Sells Spirit Airlines Inc, iShares S&P Global Clean Energy Index Fund, CACI International Inc

Author's Avatar
Jul 10, 2020
Article's Main Image
Investment company Mountain Capital Investment Advisors, Inc (Current Portfolio) buys AbbVie Inc, Exxon Mobil Corp, Chevron Corp, NextEra Energy Inc, Pfizer Inc, sells Spirit Airlines Inc, iShares S&P Global Clean Energy Index Fund, CACI International Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Mountain Capital Investment Advisors, Inc. As of 2020Q2, Mountain Capital Investment Advisors, Inc owns 45 stocks with a total value of $146 million. These are the details of the buys and sells.

For the details of Mountain Capital Investment Advisors, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/mountain+capital+investment+advisors%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Mountain Capital Investment Advisors, Inc
  1. iShares Core S&P 500 (IVV) - 103,715 shares, 22.37% of the total portfolio. Shares reduced by 3.31%
  2. iShares Intermediate Credit Bond ETF (IGIB) - 311,879 shares, 12.92% of the total portfolio. Shares reduced by 3.41%
  3. iShares Short Maturity Bond (NEAR) - 264,133 shares, 9.04% of the total portfolio. Shares added by 6.37%
  4. iShares MBS ETF (MBB) - 106,411 shares, 8.06% of the total portfolio. Shares reduced by 4.03%
  5. iShares Core MSCI EAFE (IEFA) - 194,805 shares, 7.76% of the total portfolio. Shares reduced by 3.1%
New Purchase: Exxon Mobil Corp (XOM)

Mountain Capital Investment Advisors, Inc initiated holding in Exxon Mobil Corp. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $41.36. The impact to a portfolio due to this purchase was 2.06%. The holding were 69,730 shares as of .

New Purchase: Chevron Corp (CVX)

Mountain Capital Investment Advisors, Inc initiated holding in Chevron Corp. The purchase prices were between $68.56 and $103.24, with an estimated average price of $89.2. The stock is now traded at around $82.74. The impact to a portfolio due to this purchase was 1.97%. The holding were 33,297 shares as of .

New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

Mountain Capital Investment Advisors, Inc initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $51.65 and $54.62, with an estimated average price of $53.63. The stock is now traded at around $54.73. The impact to a portfolio due to this purchase was 0.76%. The holding were 20,186 shares as of .

New Purchase: iShares 0-5 Year High Yield Corporate Bond (SHYG)

Mountain Capital Investment Advisors, Inc initiated holding in iShares 0-5 Year High Yield Corporate Bond. The purchase prices were between $39.39 and $43.83, with an estimated average price of $42.24. The stock is now traded at around $43.06. The impact to a portfolio due to this purchase was 0.35%. The holding were 11,917 shares as of .

New Purchase: Microsoft Corp (MSFT)

Mountain Capital Investment Advisors, Inc initiated holding in Microsoft Corp. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $214.32. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,293 shares as of .

New Purchase: iShares Edge MSCI USA Value Factor (VLUE)

Mountain Capital Investment Advisors, Inc initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $59.26 and $80.55, with an estimated average price of $69.57. The stock is now traded at around $70.37. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,019 shares as of .

Added: AbbVie Inc (ABBV)

Mountain Capital Investment Advisors, Inc added to a holding in AbbVie Inc by 818.74%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.94. The impact to a portfolio due to this purchase was 2.26%. The holding were 37,264 shares as of .

Added: NextEra Energy Inc (NEE)

Mountain Capital Investment Advisors, Inc added to a holding in NextEra Energy Inc by 508.80%. The purchase prices were between $218.23 and $260.48, with an estimated average price of $239.44. The stock is now traded at around $251.99. The impact to a portfolio due to this purchase was 1.25%. The holding were 8,852 shares as of .

Added: Pfizer Inc (PFE)

Mountain Capital Investment Advisors, Inc added to a holding in Pfizer Inc by 373.12%. The purchase prices were between $31.75 and $38.51, with an estimated average price of $35.78. The stock is now traded at around $33.46. The impact to a portfolio due to this purchase was 1.24%. The holding were 67,453 shares as of .

Added: GlaxoSmithKline PLC (GSK)

Mountain Capital Investment Advisors, Inc added to a holding in GlaxoSmithKline PLC by 418.71%. The purchase prices were between $37.14 and $42.74, with an estimated average price of $40.96. The stock is now traded at around $40.37. The impact to a portfolio due to this purchase was 1.14%. The holding were 51,005 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Mountain Capital Investment Advisors, Inc added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 307.42%. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $136.12. The impact to a portfolio due to this purchase was 0.85%. The holding were 12,019 shares as of .

Added: Verizon Communications Inc (VZ)

Mountain Capital Investment Advisors, Inc added to a holding in Verizon Communications Inc by 25.03%. The purchase prices were between $52.92 and $58.46, with an estimated average price of $56.2. The stock is now traded at around $53.94. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,538 shares as of .

Sold Out: iShares S&P Global Clean Energy Index Fund (ICLN)

Mountain Capital Investment Advisors, Inc sold out a holding in iShares S&P Global Clean Energy Index Fund. The sale prices were between $9.19 and $12.96, with an estimated average price of $11.22.



Here is the complete portfolio of Mountain Capital Investment Advisors, Inc. Also check out:

1. Mountain Capital Investment Advisors, Inc's Undervalued Stocks
2. Mountain Capital Investment Advisors, Inc's Top Growth Companies, and
3. Mountain Capital Investment Advisors, Inc's High Yield stocks
4. Stocks that Mountain Capital Investment Advisors, Inc keeps buying