HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO EXCHANGE TRADED FD T (RSP) |
300,857 | +29,606 | $31,783 |
| RSP | 300,857 | +29,606 | $31,783 |
| SCHWAB STRATEGIC TR |
442,523 | +33,132 | $13,603 |
| SCHF | 442,523 | +33,132 | $13,603 |
| SCHWAB STRATEGIC TR |
139,556 | +12,370 | $7,803 |
| SCHM | 139,556 | +12,370 | $7,803 |
| SCHWAB STRATEGIC TR |
148,018 | +21,034 | $7,487 |
| SCHO | 148,018 | +21,034 | $7,487 |
| INVESCO EXCHNG TRADED FD TR (SPLV) |
130,414 | +12,018 | $7,320 |
| SPLV | 130,414 | +12,018 | $7,320 |
| SCHWAB STRATEGIC TR |
219,401 | +18,794 | $5,417 |
| SCHE | 219,401 | +18,794 | $5,417 |
| SPDR SERIES TRUST (SLYG) |
65,109 | +4,800 | $3,903 |
| SLYG | 65,109 | +4,800 | $3,903 |
| SCHWAB STRATEGIC TR |
37,181 | -692 | $3,113 |
| SCHG | 37,181 | -692 | $3,113 |
| SCHWAB STRATEGIC TR |
54,293 | +342 | $3,004 |
| SCHV | 54,293 | +342 | $3,004 |
| ISHARES TR (IVV) |
9,413 | +2,874 | $2,770 |
| IVV | 9,413 | +2,874 | $2,770 |
| UNITED PARCEL SERVICE INC |
18,209 | +18,209 | $2,109 |
| UPS | 18,209 | +18,209 | $2,109 |
| APPLE INC |
9,218 | +350 | $1,926 |
| AAPL | 9,218 | +350 | $1,926 |
| ISHARES TR (IWV) |
8,723 | UNCH | $1,497 |
| IWV | 8,723 | UNCH | $1,497 |
| ISHARES TR (IEFA) |
18,995 | +4,590 | $1,121 |
| IEFA | 18,995 | +4,590 | $1,121 |
| ISHARES TR (ITOT) |
15,687 | +5,603 | $1,040 |
| ITOT | 15,687 | +5,603 | $1,040 |
| PFIZER INC |
25,298 | +3,211 | $890 |
| PFE | 25,298 | +3,211 | $890 |
| JPMORGAN CHASE & CO |
7,683 | +487 | $840 |
| JPM | 7,683 | +487 | $840 |
| VERIZON COMMUNICATIONS INC |
11,890 | +1,575 | $670 |
| VZ | 11,890 | +1,575 | $670 |
| ISHARES TR (IJH) |
3,358 | +1,139 | $636 |
| IJH | 3,358 | +1,139 | $636 |
| BOEING CO |
1,768 | +1,014 | $589 |
| BA | 1,768 | +1,014 | $589 |
| ISHARES TR (USMV) |
9,197 | +2,836 | $582 |
| USMV | 9,197 | +2,836 | $582 |
| DISNEY WALT CO |
3,683 | +148 | $505 |
| DIS | 3,683 | +148 | $505 |
| HOME DEPOT INC |
2,402 | +92 | $500 |
| HD | 2,402 | +92 | $500 |
| ALPHABET INC |
417 | +33 | $499 |
| GOOGL | 417 | +33 | $499 |
| GLAXOSMITHKLINE PLC |
11,755 | +2,034 | $478 |
| GSK | 11,755 | +2,034 | $478 |
| HONEYWELL INTL INC |
2,493 | -366 | $419 |
| HON | 2,493 | -366 | $419 |
| VISA INC |
2,196 | +413 | $392 |
| V | 2,196 | +413 | $392 |
| ABBVIE INC |
5,796 | +2,329 | $377 |
| ABBV | 5,796 | +2,329 | $377 |
| ISHARES INC (IEMG) |
7,777 | +1,659 | $373 |
| IEMG | 7,777 | +1,659 | $373 |
| CONSTELLATION BRANDS INC |
1,896 | +174 | $373 |
| STZ | 1,896 | +174 | $373 |
| AMAZON COM INC |
197 | +12 | $359 |
| AMZN | 197 | +12 | $359 |
| ISHARES TR (IJR) |
4,643 | +968 | $355 |
| IJR | 4,643 | +968 | $355 |
 BERKSHIRE HATHAWAY INC DEL |
$341 | ||
| BRK.B | 1,716 | -31 | $341 |
| CACI INTL INC |
1,561 | -120 | $329 |
| CACI | 1,561 | -120 | $329 |
| CUMMINS INC |
2,141 | +333 | $323 |
| CMI | 2,141 | +333 | $323 |
| MARATHON PETE CORP |
5,687 | +1,455 | $268 |
| MPC | 5,687 | +1,455 | $268 |
| EOG RES INC |
3,285 | +502 | $258 |
| EOG | 3,285 | +502 | $258 |
| INDEXIQ ETF TR (QAI) |
8,494 | UNCH | $257 |
| QAI | 8,494 | UNCH | $257 |
| CHEVRON CORP NEW |
2,068 | +78 | $253 |
| CVX | 2,068 | +78 | $253 |
| VANGUARD INDEX FDS (VNQ) |
2,786 | UNCH | $253 |
| VNQ | 2,786 | UNCH | $253 |
| BANK AMER CORP |
8,977 | +15 | $249 |
| BAC | 8,977 | +15 | $249 |
| VMWARE INC |
1,408 | +40 | $222 |
| VMW | 1,408 | +40 | $222 |
| MICROSOFT CORP |
1,577 | +1,577 | $219 |
| MSFT | 1,577 | +1,577 | $219 |
| GOLDMAN SACHS ETF TR (GBIL) |
2,124 | UNCH | $213 |
| GBIL | 2,124 | UNCH | $213 |
| LOCKHEED MARTIN CORP |
548 | +548 | $207 |
| LMT | 548 | +548 | $207 |
| INTERNATIONAL BUSINESS MACHS |
1,491 | +1,491 | $202 |
| IBM | 1,491 | +1,491 | $202 |
See Full List: All Stocks Held By Mountain Capital Investment Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mountain Capital Investment Advisors Inc
|
Size ($ in 1000's)
At 06/30/2019: $106,500 At 03/31/2019: $92,935 Mountain Capital Investment Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mountain Capital Investment Advisors Inc 13F filings. Link to 13F filings: SEC filings |
