Mountain Capital Investment Advisors

Mountain Capital Investment Advisors as of June 30, 2019

Portfolio Holdings for Mountain Capital Investment Advisors

Mountain Capital Investment Advisors holds 47 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 29.8 $32M 301k 105.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.8 $14M 443k 30.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.3 $7.8M 140k 55.91
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.0 $7.5M 148k 50.58
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 6.9 $7.3M 130k 56.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.1 $5.4M 219k 24.69
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 3.7 $3.9M 65k 59.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $3.1M 37k 83.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.8 $3.0M 54k 55.33
Ishares Tr Core S&p500 Etf (IVV) 2.6 $2.8M 9.4k 294.27
United Parcel Service CL B (UPS) 2.0 $2.1M 18k 115.82
Apple (AAPL) 1.8 $1.9M 9.2k 208.94
Ishares Tr Russell 3000 Etf (IWV) 1.4 $1.5M 8.7k 171.62
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.1M 19k 59.02
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $1.0M 16k 66.30
Pfizer (PFE) 0.8 $890k 25k 35.18
JPMorgan Chase & Co. (JPM) 0.8 $840k 7.7k 109.33
Verizon Communications (VZ) 0.6 $670k 12k 56.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $636k 3.4k 189.40
Boeing Company (BA) 0.6 $589k 1.8k 333.14
Ishares Tr Min Vol Usa Etf (USMV) 0.5 $582k 9.2k 63.28
Disney Walt Com Disney (DIS) 0.5 $505k 3.7k 137.12
Home Depot (HD) 0.5 $500k 2.4k 208.16
Alphabet Cap Stk Cl A (GOOGL) 0.5 $499k 417.00 1196.64
Glaxosmithkline Sponsored Adr 0.4 $478k 12k 40.66
Honeywell International (HON) 0.4 $419k 2.5k 168.07
Visa Com Cl A (V) 0.4 $392k 2.2k 178.51
Abbvie (ABBV) 0.4 $377k 5.8k 65.04
Constellation Brands Cl A (STZ) 0.4 $373k 1.9k 196.73
Ishares Core Msci Emkt (IEMG) 0.4 $373k 7.8k 47.96
Amazon (AMZN) 0.3 $359k 197.00 1822.34
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $355k 4.6k 76.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $341k 1.7k 198.72
Caci Intl Cl A (CACI) 0.3 $329k 1.6k 210.76
Cummins (CMI) 0.3 $323k 2.1k 150.86
Marathon Petroleum Corp (MPC) 0.3 $268k 5.7k 47.12
EOG Resources (EOG) 0.2 $258k 3.3k 78.54
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.2 $257k 8.5k 30.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $253k 2.8k 90.81
Chevron Corporation (CVX) 0.2 $253k 2.1k 122.34
Bank of America Corporation (BAC) 0.2 $249k 9.0k 27.74
Vmware Cl A Com 0.2 $222k 1.4k 157.67
Microsoft Corporation (MSFT) 0.2 $219k 1.6k 138.87
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $213k 2.1k 100.28
Lockheed Martin Corporation (LMT) 0.2 $207k 548.00 377.74
International Business Machines (IBM) 0.2 $202k 1.5k 135.48
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $173k 16k 10.94