Mountain Capital Investment Advisors

Mountain Capital Investment Advisors as of March 31, 2020

Portfolio Holdings for Mountain Capital Investment Advisors

Mountain Capital Investment Advisors holds 43 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr cmn (GOVT) 24.6 $48M 1.7M 27.94
iShares S&P 500 Index (IVV) 15.3 $30M 107k 279.12
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 9.4 $19M 323k 57.25
iShares Lehman MBS Bond Fund (MBB) 6.3 $12M 111k 110.46
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 6.2 $12M 248k 48.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.3 $10M 201k 51.83
Ishares Msci Usa Quality Facto invalid (QUAL) 4.6 $9.0M 102k 87.44
Ishares Tr etf msci usa (ESGU) 4.4 $8.6M 137k 62.39
Ishares Tr usa min vo (USMV) 3.6 $7.1M 121k 59.16
Ishares Inc msci em esg se (ESGE) 3.0 $5.8M 204k 28.51
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.5 $4.8M 48k 101.35
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.4 $4.8M 29k 165.38
iShares S&P Global Technology Sect. (IXN) 1.7 $3.4M 18k 193.43
Ishares Inc core msci emkt (IEMG) 1.7 $3.3M 78k 42.07
Amazon (AMZN) 1.5 $2.9M 1.4k 2044.03
Apple (AAPL) 0.9 $1.8M 6.8k 268.01
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.8 $1.5M 42k 35.33
iShares MSCI ACWI Index Fund (ACWI) 0.5 $1.0M 16k 66.28
iShares Barclays Agency Bond Fund (AGZ) 0.5 $878k 7.3k 120.03
Ishares Msci Usa Size Factor (SIZE) 0.4 $815k 10k 78.22
Spirit Airlines (SAVEQ) 0.3 $615k 44k 14.09
Visa (V) 0.3 $583k 3.4k 173.62
JPMorgan Chase & Co. (JPM) 0.3 $535k 5.2k 102.71
SPDR DJ Wilshire Large Cap (SPLG) 0.3 $519k 16k 32.70
Pfizer (PFE) 0.3 $505k 14k 35.42
Constellation Brands (STZ) 0.2 $451k 2.7k 166.36
SPDR Barclays Capital Long Term Tr (SPTL) 0.2 $433k 9.2k 47.29
Home Depot (HD) 0.2 $394k 2.0k 201.43
GlaxoSmithKline 0.2 $382k 9.8k 38.85
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $389k 3.0k 131.86
Lockheed Martin Corporation (LMT) 0.2 $368k 992.00 370.97
General Electric Company 0.2 $356k 50k 7.15
Verizon Communications (VZ) 0.2 $346k 6.0k 57.39
Nextera Energy (NEE) 0.2 $357k 1.5k 245.53
Abbvie (ABBV) 0.2 $323k 4.1k 79.64
Spdr Tr russell 1000 lowvol (LGLV) 0.2 $332k 3.4k 98.93
Dollar Tree (DLTR) 0.2 $304k 3.9k 77.63
Alphabet Inc Class A cs (GOOGL) 0.2 $316k 262.00 1206.11
CACI International (CACI) 0.1 $295k 1.3k 229.93
Berkshire Hathaway (BRK.B) 0.1 $269k 1.4k 193.80
Southwest Airlines (LUV) 0.1 $201k 5.5k 36.51
Nektar Therapeutics (NKTR) 0.1 $188k 10k 18.80
iShares S&P Global Clean Energy Index (ICLN) 0.1 $165k 16k 10.49