The Analysis of Mountain Capital Investment Advisors Inc.'s Holdings
Currently, Mountain Capital Investment Advisors Inc. holds 84 types of securities in its portfolio with a total value $567.8M. In the most recent quarter, they have increased their positions in FNDF (+2.6M shares, valued at $112.8M), N/A (+843.7K shares, valued at $30.0M), SCHE (+762.5K shares, valued at $25.6M); decreased their positions in VEA (-1.4M shares, valued at $86.0M), EQL (-912.5K shares, valued at $42.1M), VUG (-43.5K shares, valued at $21.0M); initiated new positions in FNDF (+2.6M shares, valued at $112.8M), N/A (+843.7K shares, valued at $30.0M), SCHE (+762.5K shares, valued at $25.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS658.1K shares-6.44%2025-09-302025-11-12
VUG VANGUARD INDEX FDS242.4K shares-15.21%2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR2.6M sharesnew addition2025-09-302025-11-12 HTRB HARTFORD FDS EXCHANGE TRADED1.1M shares3.79%2025-09-302025-11-12 VB VANGUARD INDEX FDS131.2K shares-6.59%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR762.5K sharesnew addition2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F285.0K shares22.17%2025-09-302025-11-12 JEPQ J P MORGAN EXCHANGE TRADED F203.6K shares14.79%2025-09-302025-11-12 TSLA TESLA INC15.1K shares4.13%2025-09-302025-11-12 AAPL APPLE INC24.1K shares-0.91%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F81.6K shares1.29%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS39.6K shares19.04%2025-09-302025-11-12 NVDA NVIDIA CORPORATION11.4K shares6.93%2025-09-302025-11-12 MSFT MICROSOFT CORP3.9K shares3.24%2025-09-302025-11-12 V VISA INC5.0K shares-2.49%2025-09-302025-11-12 RSPE INVESCO EXCH TRADED FD TR II58.1K shares0.62%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF24.6K shares7.43%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares12.65%2025-09-302025-11-12 AMZN AMAZON COM INC6.9K shares0.79%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS23.0K shares-98.41%2025-09-302025-11-12 FFC FLAHERTY & CRUMRINE PFD SECS63.4K shares0.74%2025-09-302025-11-12 GLD SPDR GOLD TR2.3K shares238.48%2025-09-302025-11-12 EQL ALPS ETF TR17.0K shares-98.17%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR1.1K sharesnew addition2025-09-302025-11-12 VOO VANGUARD INDEX FDS1.2K shares6.33%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F10.8K shares53.93%2025-09-302025-11-12 AOA ISHARES TR7.5K shares-1.43%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.1K shares62.06%2025-09-302025-11-12 ETHE GRAYSCALE ETHEREUM TRUST ETF18.0K shares-0.02%2025-09-302025-11-12 RACE FERRARI N V1.3K sharesnew addition2025-09-302025-11-12 ULCC FRONTIER GROUP HLDGS INC150.7K shares-2.67%2025-09-302025-11-12 MSTR STRATEGY INC1.8K shares43.72%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC3.2K shares1.04%2025-09-302025-11-12 AOR ISHARES TR8.3K shares-6.33%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW572 shares2.51%2025-09-302025-11-12 PHO INVESCO EXCHANGE TRADED FD T6.7K shares4.08%2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC3.7K sharesnew addition2025-09-302025-11-12 IXN ISHARES TR4.5K shares-7.84%2025-09-302025-11-12 ABBV ABBVIE INC1.9K sharesnew addition2025-09-302025-11-12 SHE SPDR SERIES TRUST3.6K shares2.31%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.4K shares-1.86%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.8K shares20.67%2025-09-302025-11-12 LLY ELI LILLY & CO519 shares-2.26%2025-09-302025-11-12 ORCL ORACLE CORP1.5K shares-6.44%2025-09-302025-11-12 COIN COINBASE GLOBAL INC1.2K shares1.71%2025-09-302025-11-12 GOOG ALPHABET INC1.7K shares-7.77%2025-09-302025-11-12 META META PLATFORMS INC563 shares13.51%2025-09-302025-11-12 SHOP SHOPIFY INC2.7K shares4.66%2025-09-302025-11-12 IVW ISHARES TR3.3K shares5.53%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F7.0K shares-95.91%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T1.9K shares1.65%2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF3.9K shares0.00%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.3K shares67.00%2025-09-302025-11-12 JTEK J P MORGAN EXCHANGE TRADED F3.9K sharesnew addition2025-09-302025-11-12 IVV ISHARES TR480 shares-34.60%2025-09-302025-11-12 MA MASTERCARD INCORPORATED550 shares7.21%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.0K shares-3.64%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR1.1K shares-0.91%2025-09-302025-11-12 LUV SOUTHWEST AIRLS CO9.5K shares0.14%2025-09-302025-11-12 BAC BANK AMERICA CORP6.0K shares1.60%2025-09-302025-11-12 PSLV SPROTT ASSET MANAGEMENT LP18.3K shares3.78%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.5K shares-1.77%2025-09-302025-11-12 FSK FS KKR CAP CORP18.9K shares1.21%2025-09-302025-11-12 IVE ISHARES TR1.3K shares7.44%2025-09-302025-11-12 IVOO VANGUARD ADMIRAL FDS INC2.3K shares-60.09%2025-09-302025-11-12 NEE NEXTERA ENERGY INC3.1K shares3.57%2025-09-302025-11-12 AG FIRST MAJESTIC SILVER CORP19.2K shares-19.23%2025-09-302025-11-12 UAL UNITED AIRLS HLDGS INC2.5K sharesnew addition2025-09-302025-11-12 PFE PFIZER INC8.2K shares3.15%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC444 sharesnew addition2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD760 sharesnew addition2025-09-302025-11-12 IWF ISHARES TR458 sharesnew addition2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L6.9K shares1.09%2025-09-302025-11-12 SPYV SPDR SERIES TRUST3.9K shares-5.31%2025-09-302025-11-12 VGT VANGUARD WORLD FD269 sharesnew addition2025-09-302025-11-12 NFLX NETFLIX INC172 shares-9.95%2025-09-302025-11-12 ET ENERGY TRANSFER L P11.4K sharesnew addition2025-09-302025-11-12 HL HECLA MNG CO12.7K shares6.40%2025-09-302025-11-12 EXK ENDEAVOUR SILVER CORP15.8K shares-17.67%2025-09-302025-11-12 PLG PLATINUM GROUP METALS LTD32.0K shares-39.06%2025-09-302025-11-12 ASM AVINO SILVER & GOLD MINES LT14.9K sharesnew addition2025-09-302025-11-12 USAS AMERICAS GOLD AND SILVER COR17.9K sharesnew addition2025-09-302025-11-12 ABEV AMBEV SA11.1K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available