MC

Mountain Capital Investment Advisors Inc.

13F
Mountain Capital Investment Advisors Inc.
Last update 2025-02-13 62 Stocks (6 new)
Value $483.00 Mil Turnover 25 %
Countries:
Top Holdings: VTV(22.46%)VUG(21.72%)VOO(10.86%)IVOO(7.92%)VB(7.90%)
Summary Stock Picks Current Portfolio
Mountain Capital Investment Ad... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV 		Vanguard Value ETF
621,027
108,480.9
+24.30%
22.460
+4.39%
0.090
-9.16%
-8.70%
134,576.9
 
VUG 		Vanguard Growth ETF
252,287
104,928.8
-7.02%
21.720
-1.72%
0.070
-20.25%
-19.62%
153,322.9
 
VOO 		Vanguard S&P 500 ETF
95,499
52,472.8
+223.09%
10.860
+7.50%
0.010
-15.46%
-14.94%
611,533.1
 
IVOO 		Vanguard S&P Mid-Cap 400 ETF
349,199
38,272.2
New Holding
7.920
+7.92%
1.580
-18.32%
-17.65%
2,434.7
 
VB 		Vanguard Small Cap ETF
153,629
38,179.8
+57.95%
7.900
+2.90%
0.060
-19.62%
-19.05%
61,120.3
 
HTRB 		Hartford Total Return Bond ETF
999,143
33,301.4
+1.59%
6.890
+0.11%
1.670
+2.01%
+1.61%
1,998.8
 
VEA 		Vanguard FTSE Developed Markets ETF
586,393
28,481.1
-67.57%
5.900
-13.30%
0.020
-4.95%
-4.10%
139,689.8
 
TSLA 		Tesla Inc
31,932
13,619.1
-0.18%
2.820
0%
0.000
-43.82%
-45.06%
713,616.5
Vehicles & Parts
JEPI 		JPMorgan Equity Premium Income ETF
197,288
11,541.3
+21.23%
2.390
+0.42%
0.030
-10.03%
-9.47%
32,990.4
 
VWO 		Vanguard FTSE Emerging Markets ETF
216,089
9,464.7
-69.38%
1.960
-4.93%
0.010
-8.35%
-9.33%
75,537.2
 

Mountain Capital Investment Advisors Inc.'s Historical Top Holdings Breakdowns

Mountain Capital Investment Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Reduce
-13.30%
●
47.57 ($50.18) 52.35
$45.65
-9.03%
Reduce -67.57%
586,393
-1,221,811
IVOO 		Vanguard S&P Mid-Cap 400 ETF2024-12-31New Buy
+7.92%
●
104.54 ($108.71) 115.08
$86.58
-20.36%
New holding
349,199
349,199
VOO 		Vanguard S&P 500 ETF2024-12-31Add
+7.50%
●
521.84 ($541.94) 558.82
$456.74
-15.72%
Add 223.09%
95,499
65,941
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Reduce
-4.93%
●
44.04 ($46.45) 49.49
$39.89
-14.12%
Reduce -69.38%
216,089
-489,543
VTV 		Vanguard Value ETF2024-12-31Add
+4.39%
●
168.32 ($175.52) 181.87
$153.67
-12.45%
Add 24.3%
621,027
121,388
VB 		Vanguard Small Cap ETF2024-12-31Add
+2.90%
●
233.76 ($246.23) 261.58
$193.73
-21.32%
Add 57.95%
153,629
56,365
VUG 		Vanguard Growth ETF2024-12-31Reduce
-1.72%
●
379 ($403.46) 428.11
$329.49
-18.33%
Reduce -7.02%
252,287
-19,061
JPST 		JPMorgan Ultra-Short Income ETF2024-12-31Add
+0.61%
●
50.37 ($50.5) 50.6
$50.42
-0.16%
Add 347.01%
75,129
58,322
JEPI 		JPMorgan Equity Premium Income ETF2024-12-31Add
+0.42%
●
57.53 ($59.38) 60.83
$51.14
-13.88%
Add 21.23%
197,288
34,544
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2024-12-31Add
+0.23%
●
53.94 ($56.17) 58.15
$45.88
-18.32%
Add 15.44%
146,527
19,598

Mountain Capital Investment Advisors Inc. Total Holding History ($B)

To

Mountain Capital Investment Advisors Inc.'s Asset Allocation

To

Mountain Capital Investment Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mountain Capital Investment Advisors Inc.'s Hypothetical Growth since 2024-12-31

Mountain Capital Investment Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mountain Capital Investment Advisors Inc.'s Holdings Heat Map

Size field:

Mountain Capital Investment Advisors Inc.'s Holdings Bubble Chart

Mountain Capital Investment Advisors Inc. News

  • 1

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