Mountain Capital Investment Advisors Inc.
CIK 1714506 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- VTV22.46%
- VUG21.72%
- VOO10.86%
- IVOO7.92%
- VB7.90%
- HTRB6.89%
- VEA5.90%
- TSLA2.82%
- JEPI2.39%
- VWO1.96%
Share classes counted separately90.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight decreased · -13.70 pp19.60% → 5.90%Shares -1.22M (-67.57%)
- VOOWeight increased · +7.30 pp3.56% → 10.86%Shares +65.94K (+223.09%)
- VWOWeight decreased · -5.12 pp7.08% → 1.96%Shares -489.54K (-69.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $108.48M | 22.46% | 621.03K shares | 19.48% → 22.46%+2.98 pp +121.39K (+24.30%) | Added | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $104.93M | 21.72% | 252.29K shares | 24.33% → 21.72%-2.61 pp -19.06K (-7.02%) | Reduced | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $52.47M | 10.86% | 95.50K shares | 3.56% → 10.86%+7.30 pp +65.94K (+223.09%) | Added | ↗▾ |
| 04 | IVOOVANGUARD S&P MID-CAP 400 ETFMIDCP 400 IDX View history and evidence | $38.27M | 7.92% | 349.20K shares | Prior unavailable +349.20K | New | ↗▾ |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $38.18M | 7.90% | 153.63K shares | 5.40% → 7.90%+2.50 pp +56.37K (+57.95%) | Added | ↗▾ |
| 06 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $33.30M | 6.89% | 999.14K shares | 7.27% → 6.89%-0.38 pp +15.61K (+1.59%) | Added | ↗▾ |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $28.48M | 5.90% | 586.39K shares | 19.60% → 5.90%-13.70 pp -1.22M (-67.57%) | Reduced | ↗▾ |
| 08 | TSLATESLA INC View history and evidence | $13.62M | 2.82% | 31.93K shares | 2.30% → 2.82%+0.52 pp -57 (-0.18%) | Reduced | ↗▾ |
| 09 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $11.54M | 2.39% | 197.29K shares | 2.14% → 2.39%+0.25 pp +34.54K (+21.23%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $9.46M | 1.96% | 216.09K shares | 7.08% → 1.96%-5.12 pp -489.54K (-69.38%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JPLD JPMORGAN LTD DURATION ETF | Non-derivative | -36,974 | -$1.90M | SEC filing ↗ | SEC filing ↗ |
| ICLN ISHARES GLOBAL CLEAN ENERGY | Non-derivative | -44,278 | -$531.78K | SEC filing ↗ | SEC filing ↗ |
| LMT LOCKHEED MARTIN CORP | Non-derivative | -403 | -$228.14K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1714506 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 482988886
}Research all 62 reported holdings.
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