Mountain Capital Investment Advisors, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC Mountain Capital Investment Advisors, Inc | Institutional Filer | ▲ 8.70% | $673.9M | 88 |
Current Portfolio Holdings
Showing all 88 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | — | 2.9M | $148.2M | 22.00% |
| 2 | VUG | VANGUARD INDEX FDS | — | 1.6M | $131.0M | 19.44% |
| 3 | VTV | VANGUARD INDEX FDS | — | 624K | $126.9M | 18.83% |
| 4 | SCHE | SCHWAB STRATEGIC TR | — | 1.4M | $51.1M | 7.59% |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | — | 1.2M | $42.0M | 6.23% |
| 6 | VB | VANGUARD INDEX FDS | — | 144K | $40.7M | 6.05% |
| 7 | ATFV | THE ALGER ETF TRUST | — | 1.1M | $40.2M | 5.97% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 274K | $15.6M | 2.32% |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 199K | $11.7M | 1.74% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | — | 107K | $10.4M | 1.55% |
| 11 | TSLA | Tesla, Inc. | Consumer Cyclical | 17K | $6.6M | 0.98% |
| 12 | AAPL | Apple Inc. | Technology | 23K | $6.3M | 0.93% |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | — | 97K | $4.9M | 0.72% |
| 14 | NVDA | NVIDIA Corporation | Technology | 12K | $2.6M | 0.38% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 7K | $1.8M | 0.27% |
Showing 1 to 15 of 88 holdings