Mountain Capital Investment Advisors

Mountain Capital Investment Advisors as of March 31, 2025

Portfolio Holdings for Mountain Capital Investment Advisors

Mountain Capital Investment Advisors holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 25.8 $120M 729k 165.08
Vanguard Index Fds Growth Etf (VUG) 21.0 $98M 265k 370.92
Alps Etf Tr Equal Sec Etf (EQL) 9.4 $44M 1.1M 40.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $38M 729k 52.31
Vanguard Index Fds Small Cp Etf (VB) 7.8 $36M 168k 215.30
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 7.1 $33M 984k 33.61
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 6.3 $29M 304k 96.19
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $13M 232k 54.82
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.0 $9.2M 181k 50.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $7.6M 168k 45.02
Apple (AAPL) 1.1 $5.1M 24k 208.37
Tesla Motors (TSLA) 0.9 $4.0M 15k 259.51
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $3.6M 71k 50.56
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $2.7M 35k 75.15
Visa Com Cl A (V) 0.3 $1.6M 4.8k 335.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 2.9k 531.67
Microsoft Corporation (MSFT) 0.3 $1.5M 3.8k 387.30
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.3 $1.4M 57k 25.02
Amazon (AMZN) 0.3 $1.3M 6.8k 186.53
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.2M 23k 53.26
NVIDIA Corporation (NVDA) 0.2 $1.1M 10k 106.43
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.2 $954k 63k 15.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $631k 1.3k 502.41
Costco Wholesale Corporation (COST) 0.1 $568k 582.00 976.10
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $560k 7.4k 75.86
Ishares Tr Core 60/40 Balan (AOR) 0.1 $502k 8.8k 57.05
Frontier Group Hldgs (ULCC) 0.1 $499k 154k 3.23
Ishares Tr Core S&p500 Etf (IVV) 0.1 $480k 873.00 549.39
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $428k 6.6k 64.50
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $411k 7.0k 58.82
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.1 $408k 3.6k 111.89
Ishares Tr Global Tech Etf (IXN) 0.1 $404k 5.3k 75.48
Eli Lilly & Co. (LLY) 0.1 $382k 444.00 859.85
Fs Kkr Capital Corp (FSK) 0.1 $374k 19k 20.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $373k 1.4k 269.02
Procter & Gamble Company (PG) 0.1 $370k 2.3k 159.50
Microstrategy Cl A New (MSTR) 0.1 $365k 1.0k 350.34
Palantir Technologies Cl A (PLTR) 0.1 $336k 3.1k 107.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $317k 1.9k 167.66
Alphabet Cap Stk Cl C (GOOG) 0.1 $304k 1.9k 161.47
Exxon Mobil Corporation (XOM) 0.1 $296k 2.7k 108.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $291k 3.1k 92.82
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $290k 3.9k 73.92
Meta Platforms Cl A (META) 0.1 $289k 542.00 532.81
JPMorgan Chase & Co. (JPM) 0.1 $269k 1.1k 244.71
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $264k 18k 14.67
Southwest Airlines (LUV) 0.1 $251k 9.5k 26.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $243k 520.00 467.48
Coinbase Global Com Cl A (COIN) 0.1 $240k 1.2k 203.87
Bank of America Corporation (BAC) 0.1 $235k 5.9k 39.58
Select Sector Spdr Tr Technology (XLK) 0.0 $229k 1.1k 205.36
Mastercard Incorporated Cl A (MA) 0.0 $219k 409.00 535.74
Chevron Corporation (CVX) 0.0 $219k 1.6k 139.04
Enterprise Products Partners (EPD) 0.0 $217k 6.9k 31.30
Shopify Cl A (SHOP) 0.0 $215k 2.3k 95.12
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $210k 1.2k 182.02
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $194k 17k 11.29
First Majestic Silver Corp (AG) 0.0 $124k 20k 6.24
Global X Fds Glbx Suprinc Etf (SPFF) 0.0 $111k 13k 8.76
Platinum Group Metals (PLG) 0.0 $64k 51k 1.25
Ambev Sa Sponsored Adr (ABEV) 0.0 $27k 11k 2.46
Hive Digital Technologies Lt Com New (HIVE) 0.0 $19k 11k 1.72
International Tower Hill Mines (THM) 0.0 $7.3k 11k 0.65