Mountain Capital Investment Advisors

Mountain Capital Investment Advisors as of June 30, 2025

Portfolio Holdings for Mountain Capital Investment Advisors

Mountain Capital Investment Advisors holds 73 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 24.1 $126M 703k 178.56
Vanguard Index Fds Growth Etf (VUG) 23.8 $124M 286k 433.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.9 $83M 1.4M 56.97
Alps Etf Tr Equal Sec Etf (EQL) 7.9 $41M 930k 44.10
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 7.2 $37M 1.1M 33.86
Vanguard Index Fds Small Cp Etf (VB) 6.5 $34M 141k 239.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $13M 233k 56.78
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.8 $9.5M 177k 53.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $8.6M 172k 49.66
Apple (AAPL) 1.0 $5.0M 24k 207.82
Tesla Motors (TSLA) 0.8 $4.4M 15k 300.70
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $4.1M 81k 50.47
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $2.7M 33k 80.35
Microsoft Corporation (MSFT) 0.4 $1.9M 3.8k 492.03
Visa Com Cl A (V) 0.3 $1.8M 5.1k 355.48
NVIDIA Corporation (NVDA) 0.3 $1.6M 11k 153.30
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.3 $1.6M 58k 27.87
Amazon (AMZN) 0.3 $1.5M 6.8k 220.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.9k 489.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.4M 23k 59.84
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.2 $1.0M 63k 16.37
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $634k 7.6k 83.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $628k 1.1k 567.73
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $624k 5.9k 106.28
Frontier Group Hldgs (ULCC) 0.1 $606k 155k 3.91
Costco Wholesale Corporation (COST) 0.1 $551k 558.00 986.66
Ishares Tr Core 60/40 Balan (AOR) 0.1 $548k 8.9k 61.54
Microstrategy Cl A New (MSTR) 0.1 $464k 1.2k 373.30
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $460k 6.5k 71.11
Ishares Tr Core S&p500 Etf (IVV) 0.1 $456k 734.00 620.77
Ishares Tr Global Tech Etf (IXN) 0.1 $447k 4.9k 91.28
Spdr Series Trust Spdr Msci Usa Ge (SHE) 0.1 $443k 3.5k 125.08
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $437k 7.0k 62.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $425k 1.4k 303.97
Palantir Technologies Cl A (PLTR) 0.1 $415k 3.2k 130.70
Eli Lilly & Co. (LLY) 0.1 $412k 531.00 776.23
Fs Kkr Capital Corp (FSK) 0.1 $393k 19k 21.03
Coinbase Global Com Cl A (COIN) 0.1 $391k 1.2k 335.33
Procter & Gamble Company (PG) 0.1 $375k 2.3k 161.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $361k 659.00 547.49
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $357k 18k 19.89
Meta Platforms Cl A (META) 0.1 $357k 496.00 719.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $346k 1.9k 183.87
Oracle Corporation (ORCL) 0.1 $343k 1.6k 218.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $337k 3.1k 108.97
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $325k 3.9k 82.96
Alphabet Cap Stk Cl C (GOOG) 0.1 $319k 1.8k 176.86
Southwest Airlines (LUV) 0.1 $317k 9.5k 33.41
JPMorgan Chase & Co. (JPM) 0.1 $303k 1.0k 290.47
Mastercard Incorporated Cl A (MA) 0.1 $290k 513.00 564.94
Bank of America Corporation (BAC) 0.1 $286k 5.9k 48.15
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $285k 2.5k 112.67
Exxon Mobil Corporation (XOM) 0.1 $278k 2.5k 109.22
Select Sector Spdr Tr Technology (XLK) 0.1 $275k 1.1k 250.86
Netflix (NFLX) 0.0 $247k 191.00 1293.68
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $241k 1.2k 197.27
Nextera Energy (NEE) 0.0 $221k 3.0k 73.07
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $216k 18k 12.24
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $215k 4.1k 52.87
Enterprise Products Partners (EPD) 0.0 $212k 6.8k 31.17
Abbott Laboratories (ABT) 0.0 $210k 1.5k 136.22
Spdr Gold Tr Gold Shs (GLD) 0.0 $207k 673.00 307.55
Chevron Corporation (CVX) 0.0 $203k 1.4k 145.60
Pfizer (PFE) 0.0 $200k 8.0k 25.04
First Majestic Silver Corp (AG) 0.0 $198k 24k 8.36
Global X Fds Glbx Suprinc Etf (SPFF) 0.0 $114k 13k 8.98
Applied Digital Corp Com New (APLD) 0.0 $114k 12k 9.76
Endeavour Silver Corp (EXK) 0.0 $97k 19k 5.05
Coeur Mng Com New (CDE) 0.0 $95k 11k 8.97
Platinum Group Metals (PLG) 0.0 $79k 53k 1.50
Hecla Mining Company (HL) 0.0 $71k 12k 5.97
Ambev Sa Sponsored Adr (ABEV) 0.0 $27k 11k 2.42
Microalgo Ord Shs 0.0 $20k 37k 0.53