Mountain Capital Investment Advisors

Latest statistics and disclosures from Mountain Capital Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mountain Capital Investment Advisors

Companies in the Mountain Capital Investment Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Eafe Value Etf (EFV) 10.5 $23M +451% 442k 52.48
Ishares Tr Eafe Grwth Etf (EFG) 6.7 $15M +299% 139k 106.17
Ishares Tr Esg Awr Msci Usa (ESGU) 4.4 $9.8M -13% 92k 106.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.1 $9.1M +3590% 56k 162.48
Ishares Esg Awr Msci Em (ESGE) 4.0 $8.7M +225% 214k 40.70
Amazon (AMZN) 2.1 $4.5M +104% 1.4k 3306.35
Apple (AAPL) 1.9 $4.3M -6% 24k 175.06
Microsoft Corporation (MSFT) 1.8 $3.9M -18% 12k 315.01
Alphabet Cap Stk Cl C (GOOG) 1.7 $3.8M +8% 1.4k 2800.59
Meta Platforms Cl A (FB) 1.5 $3.3M -5% 9.9k 334.41
Adobe Systems Incorporated (ADBE) 1.3 $2.9M +13% 5.5k 529.83
Abbott Laboratories (ABT) 1.3 $2.8M +24% 21k 135.70
Visa Com Cl A (V) 1.3 $2.8M +14% 13k 214.38
Pfizer (PFE) 1.2 $2.7M +32% 47k 56.69

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Mastercard Incorporated Cl A (MA) 1.2 $2.6M +49% 7.1k 366.26
salesforce (CRM) 1.1 $2.5M +31% 11k 234.83
Accenture Plc Ireland Shs Class A (ACN) 1.0 $2.3M +27% 6.2k 375.06
Zoetis Cl A (ZTS) 1.0 $2.2M +35% 10k 212.80
Hp (HPQ) 1.0 $2.2M +21% 56k 39.18
Ishares Tr Msci Usa Value (VLUE) 1.0 $2.1M -36% 19k 113.84
Cisco Systems (CSCO) 1.0 $2.1M +43% 34k 62.36
Crown Castle Intl (CCI) 0.9 $2.1M +38% 11k 187.56
Us Bancorp Del Com New (USB) 0.9 $2.0M +21% 33k 62.12
Procter & Gamble Company (PG) 0.9 $2.0M +37% 13k 158.62
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.0M -18% 17k 113.53
Servicenow (NOW) 0.9 $1.9M +26% 3.3k 578.53
Coca-Cola Company (KO) 0.9 $1.9M +21% 31k 60.45
Gilead Sciences (GILD) 0.9 $1.9M +41% 26k 72.36
Prudential Financial (PRU) 0.8 $1.8M +22% 16k 115.37
McDonald's Corporation (MCD) 0.8 $1.8M +30% 6.8k 262.07
Northern Trust Corporation (NTRS) 0.8 $1.8M +22% 13k 131.57
UnitedHealth (UNH) 0.8 $1.8M +26% 3.7k 468.95
Exxon Mobil Corporation (XOM) 0.8 $1.7M -7% 25k 71.35
Merck & Co (MRK) 0.8 $1.7M +27% 21k 81.69
General Mills (GIS) 0.8 $1.7M +31% 25k 68.52
International Business Machines (IBM) 0.8 $1.7M +70% 13k 132.86
Autodesk (ADSK) 0.8 $1.7M +40% 6.4k 270.58
Enbridge (ENB) 0.8 $1.7M +28% 42k 41.34
Verizon Communications (VZ) 0.8 $1.7M +21% 32k 53.59
Chevron Corporation (CVX) 0.8 $1.7M -7% 13k 127.98
Duke Energy Corp Com New (DUK) 0.7 $1.6M +36% 16k 103.24
Emerson Electric (EMR) 0.7 $1.6M +26% 17k 96.35
Walgreen Boots Alliance (WBA) 0.7 $1.6M NEW 30k 54.33
Wp Carey (WPC) 0.7 $1.6M +37% 20k 79.17
Ishares Tr Global Tech Etf (IXN) 0.7 $1.6M -38% 26k 62.17
General Dynamics Corporation (GD) 0.7 $1.6M +31% 7.6k 211.52
Airbnb Com Cl A (ABNB) 0.7 $1.6M +31% 9.3k 168.65
United Parcel Service CL B (UPS) 0.7 $1.6M +33% 7.4k 211.20
Southern Company (SO) 0.7 $1.6M +37% 23k 67.63
Philip Morris International (PM) 0.7 $1.5M +28% 15k 100.97
Gartner (IT) 0.7 $1.5M +31% 5.0k 297.60
Johnson & Johnson (JNJ) 0.7 $1.5M +25% 8.6k 171.20
At&t (T) 0.6 $1.4M +29% 54k 26.34
Netflix (NFLX) 0.6 $1.4M +29% 2.6k 540.69
Lockheed Martin Corporation (LMT) 0.6 $1.4M +29% 3.8k 364.17
Fox Factory Hldg (FOXF) 0.6 $1.3M +20% 8.3k 158.24
Globant S A (GLOB) 0.6 $1.3M +45% 4.9k 265.72
Wingstop (WING) 0.6 $1.3M +25% 7.8k 163.46
Ishares Tr U.s. Energy Etf (IYE) 0.6 $1.3M -3% 37k 33.84
Rio Tinto Sponsored Adr (RIO) 0.6 $1.3M +98% 17k 74.42
Starbucks Corporation (SBUX) 0.6 $1.3M +19% 12k 104.04
Phillips 66 (PSX) 0.6 $1.2M +128% 14k 86.12
Ishares Tr Global Finls Etf (IXG) 0.5 $1.2M -21% 14k 84.69
Altria (MO) 0.5 $1.2M +31% 24k 49.48
Endava Ads (DAVA) 0.5 $1.2M +7% 8.8k 133.98
Paypal Holdings (PYPL) 0.5 $1.2M +26% 6.1k 191.57
Kimberly-Clark Corporation (KMB) 0.5 $1.2M +29% 8.2k 143.10
Medpace Hldgs (MEDP) 0.5 $1.2M +31% 6.0k 193.61
Trupanion (TRUP) 0.5 $1.1M +24% 11k 108.42
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.1M -15% 405.00 2795.06
First Horizon National Corporation (FHN) 0.5 $1.1M +112% 62k 18.27
Intuitive Surgical Com New (ISRG) 0.5 $1.1M +22% 3.4k 327.95
PPL Corporation (PPL) 0.5 $1.1M +32% 37k 29.95
Revolve Group Cl A (RVLV) 0.5 $1.1M +10% 20k 55.64
Nike CL B (NKE) 0.5 $1.1M +22% 7.1k 150.23
Interpublic Group of Companies (IPG) 0.5 $1.1M +30% 28k 37.36
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.1M NEW 13k 78.63
Illumina (ILMN) 0.5 $1.0M +18% 2.5k 423.64
Exponent (EXPO) 0.5 $1.0M +30% 9.9k 104.09
Goosehead Ins Com Cl A (GSHD) 0.4 $985k +16% 9.1k 108.68
Frontier Group Hldgs (ULCC) 0.4 $951k +305% 67k 14.26
Progyny (PGNY) 0.4 $927k +26% 19k 47.69
Houlihan Lokey Cl A (HLI) 0.4 $926k +14% 7.8k 118.04
AMN Healthcare Services (AMN) 0.4 $895k +23% 8.3k 107.51
Align Technology (ALGN) 0.4 $894k +25% 1.6k 559.45
Digital Realty Trust (DLR) 0.4 $883k +49% 5.6k 159.04
Yeti Hldgs (YETI) 0.4 $867k +24% 12k 74.99
Blackline (BL) 0.4 $854k +19% 8.6k 98.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $804k -93% 21k 39.05
Qualys (QLYS) 0.4 $778k +32% 6.0k 130.58
Msci (MSCI) 0.4 $776k +18% 1.4k 553.50
Duck Creek Technologies SHS (DCT) 0.3 $760k +64% 26k 28.94
Alarm Com Hldgs (ALRM) 0.3 $751k +18% 9.3k 80.60
Appfolio Com Cl A (APPF) 0.3 $749k +14% 6.0k 124.05
Olo Cl A (OLO) 0.3 $682k +42% 36k 19.18
Tesla Motors (TSLA) 0.3 $666k +18% 625.00 1065.60
Ishares Tr Core S&p500 Etf (IVV) 0.3 $665k -93% 1.4k 471.97
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $652k NEW 12k 56.63
Altair Engr Com Cl A (ALTR) 0.3 $619k +24% 9.0k 68.53
Helen Of Troy (HELE) 0.3 $600k +18% 2.6k 228.05
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.3 $569k NEW 17k 33.77
Warby Parker Cl A Com 0.2 $538k NEW 14k 38.74
Paylocity Holding Corporation (PCTY) 0.2 $534k +13% 2.5k 216.46
Fs Kkr Capital Corp (FSK) 0.2 $505k +75% 23k 22.45
Malibu Boats Com Cl A (MBUU) 0.2 $486k +10% 7.3k 66.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $449k +6% 1.4k 319.57
Coinbase Global Com Cl A (COIN) 0.1 $314k +14% 1.3k 237.52
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $268k NEW 3.5k 75.60
Costco Wholesale Corporation (COST) 0.1 $255k +3% 488.00 522.54
Bank of America Corporation (BAC) 0.1 $252k 5.1k 49.23
Docusign (DOCU) 0.1 $251k NEW 1.8k 142.21
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $239k +5% 12k 19.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $232k -94% 7.7k 30.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $232k -94% 5.7k 40.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $217k NEW 6.0k 36.45
Southwest Airlines (LUV) 0.1 $203k 4.4k 45.72
Nektar Therapeutics (NKTR) 0.1 $124k 10k 12.40

Past Filings by Mountain Capital Investment Advisors

SEC 13F filings are viewable for Mountain Capital Investment Advisors going back to 2017

View all past filings