The Analysis of Mountain Capital Investment Advisors Inc.'s Holdings
Currently, Mountain Capital Investment Advisors Inc. holds 93 types of securities in its portfolio with a total value $620.0M. In the most recent quarter, they have increased their positions in N/A (+214.7K shares, valued at $7.5M), VTV (+25.5K shares, valued at $5.0M), VUG (+9.4K shares, valued at $4.5M); decreased their positions in GLD (-1.5K shares, valued at $705.8K), VEA (-7.5K shares, valued at $495.6K), EQL (-7.5K shares, valued at $360.2K); initiated new positions in SLVP (+20.1K shares, valued at $950.7K), VBIL (+6.7K shares, valued at $503.6K), MUB (+3.4K shares, valued at $366.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS683.5K shares3.87%2025-12-312026-01-28
FNDF SCHWAB STRATEGIC TR2.6M shares1.53%2025-12-312026-01-28 VUG VANGUARD INDEX FDS251.8K shares3.87%2025-12-312026-01-28 HTRB HARTFORD FDS EXCHANGE TRADED1.2M shares4.68%2025-12-312026-01-28 VB VANGUARD INDEX FDS136.4K shares4.00%2025-12-312026-01-28 SCHE SCHWAB STRATEGIC TR849.8K shares11.45%2025-12-312026-01-28 JEPI J P MORGAN EXCHANGE TRADED F300.2K shares5.32%2025-12-312026-01-28 JEPQ J P MORGAN EXCHANGE TRADED F211.8K shares4.02%2025-12-312026-01-28 TSLA TESLA INC14.3K shares-5.13%2025-12-312026-01-28 AAPL APPLE INC23.7K shares-1.39%2025-12-312026-01-28 JPST J P MORGAN EXCHANGE TRADED F88.9K shares9.04%2025-12-312026-01-28 VYMI VANGUARD WHITEHALL FDS39.4K shares-0.55%2025-12-312026-01-28 NVDA NVIDIA CORPORATION10.8K shares-4.96%2025-12-312026-01-28 MSFT MICROSOFT CORP4.0K shares0.10%2025-12-312026-01-28 RSPE INVESCO EXCH TRADED FD TR II59.0K shares1.49%2025-12-312026-01-28 AMZN AMAZON COM INC7.0K shares1.34%2025-12-312026-01-28 V VISA INC5.1K shares1.87%2025-12-312026-01-28 IBIT ISHARES BITCOIN TRUST ETF26.3K shares6.80%2025-12-312026-01-28 FFC FLAHERTY & CRUMRINE PFD SECS63.8K shares0.70%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS15.5K shares-32.77%2025-12-312026-01-28 SLVP ISHARES INC20.1K sharesnew addition2025-12-312026-01-28 HELO J P MORGAN EXCHANGE TRADED F12.0K shares11.66%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR1.1K shares-4.53%2025-12-312026-01-28 AOA ISHARES TR7.4K shares-1.09%2025-12-312026-01-28 ULCC FRONTIER GROUP HLDGS INC120.7K shares-19.93%2025-12-312026-01-28 PSLV SPROTT ASSET MANAGEMENT LP18.9K shares3.40%2025-12-312026-01-28 AG FIRST MAJESTIC SILVER CORP23.1K shares20.29%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW591 shares3.32%2025-12-312026-01-28 LLY ELI LILLY & CO512 shares-1.35%2025-12-312026-01-28 ALPHABET INC ALPHABET INC1.6K shares-0.78%2025-12-312026-01-28 PLTR PALANTIR TECHNOLOGIES INC3.1K shares-4.46%2025-12-312026-01-28 AOR ISHARES TR7.8K shares-6.23%2025-12-312026-01-28 PHO INVESCO EXCHANGE TRADED FD T7.0K shares4.09%2025-12-312026-01-28 VBIL VANGUARD INSTL INDEX FD6.7K sharesnew addition2025-12-312026-01-28 SHE SPDR SERIES TRUST3.7K shares1.16%2025-12-312026-01-28 IXN ISHARES TR4.6K shares2.75%2025-12-312026-01-28 VTI VANGUARD INDEX FDS1.4K shares4.52%2025-12-312026-01-28 META META PLATFORMS INC701 shares24.51%2025-12-312026-01-28 EQL ALPS ETF TR9.5K shares-44.25%2025-12-312026-01-28 ETHE GRAYSCALE ETHEREUM TRUST ETF18.0K shares0.00%2025-12-312026-01-28 JTEK J P MORGAN EXCHANGE TRADED F4.7K shares22.34%2025-12-312026-01-28 IVV ISHARES TR594 shares23.75%2025-12-312026-01-28 IVW ISHARES TR3.3K shares0.83%2025-12-312026-01-28 LUV SOUTHWEST AIRLS CO9.6K shares1.06%2025-12-312026-01-28 CVX CHEVRON CORP NEW2.4K shares3.01%2025-12-312026-01-28 MUB ISHARES TR3.4K sharesnew addition2025-12-312026-01-28 SHOP SHOPIFY INC2.6K shares-1.06%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR2.5K shares128.57%2025-12-312026-01-28 GLD SPDR GOLD TR737 shares-67.65%2025-12-312026-01-28 XOM EXXON MOBIL CORP2.5K shares-1.40%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO2.2K shares-21.33%2025-12-312026-01-28 IVE ISHARES TR1.5K shares13.17%2025-12-312026-01-28 BAC BANK AMERICA CORP6.1K shares0.93%2025-12-312026-01-28 SLV ISHARES SILVER TR3.3K sharesnew addition2025-12-312026-01-28 MSTR STRATEGY INC1.8K shares1.18%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.969 shares-3.58%2025-12-312026-01-28 HL HECLA MNG CO8.9K shares-29.55%2025-12-312026-01-28 ITA ISHARES TR1.2K sharesnew addition2025-12-312026-01-28 MA MASTERCARD INCORPORATED535 shares-2.73%2025-12-312026-01-28 ORCL ORACLE CORP1.6K shares5.66%2025-12-312026-01-28 ALPHABET INC ALPHABET INC834 sharesnew addition2025-12-312026-01-28 GBTC GRAYSCALE BITCOIN TRUST ETF3.9K shares-0.38%2025-12-312026-01-28 NEE NEXTERA ENERGY INC3.1K shares-1.21%2025-12-312026-01-28 SPYV SPDR SERIES TRUST4.5K shares17.16%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F4.5K shares-36.59%2025-12-312026-01-28 PAAS PAN AMERN SILVER CORP3.8K sharesnew addition2025-12-312026-01-28 ABBV ABBVIE INC1.1K shares-41.06%2025-12-312026-01-28 COEUR MNG INC COEUR MNG INC9.3K sharesnew addition2025-12-312026-01-28 EPD ENTERPRISE PRODS PARTNERS L7.0K shares1.09%2025-12-312026-01-28 IVOO VANGUARD ADMIRAL FDS INC1.9K shares-17.08%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LTD670 shares-11.84%2025-12-312026-01-28 VGT VANGUARD WORLD FD291 shares8.18%2025-12-312026-01-28 LMT LOCKHEED MARTIN CORP370 sharesnew addition2025-12-312026-01-28 ET ENERGY TRANSFER L P12.0K shares4.89%2025-12-312026-01-28 IWF ISHARES TR458 shares0.00%2025-12-312026-01-28 PFE PFIZER INC8.2K shares-0.10%2025-12-312026-01-28 SHLD GLOBAL X FDS2.7K sharesnew addition2025-12-312026-01-28 BROADCOM INC BROADCOM INC645 sharesnew addition2025-12-312026-01-28 PTL NORTHERN LTS FD TR IV790 sharesnew addition2025-12-312026-01-28 CITIGROUP INC CITIGROUP INC1.8K sharesnew addition2025-12-312026-01-28 EXK ENDEAVOUR SILVER CORP13.5K shares-14.65%2025-12-312026-01-28 FSK FS KKR CAP CORP12.2K shares-35.36%2025-12-312026-01-28 USAS AMERICAS GOLD AND SILVER COR17.5K shares-2.42%2025-12-312026-01-28 IBIO INC IBIO INC63.0K sharesnew addition2025-12-312026-01-28 ASM AVINO SILVER & GOLD MINES LT11.3K shares-24.14%2025-12-312026-01-28 ABEV AMBEV SA11.1K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available