HoldingsChannel.com
Mountain Capital Investment Advisors Inc Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
INVESCO EXCHANGE TRADED FD T (RSP) 300,857 +29,606 $31,783
     RSP300,857+29,606$31,783
SCHWAB STRATEGIC TR 442,523 +33,132 $13,603
     SCHF442,523+33,132$13,603
SCHWAB STRATEGIC TR 139,556 +12,370 $7,803
     SCHM139,556+12,370$7,803
SCHWAB STRATEGIC TR 148,018 +21,034 $7,487
     SCHO148,018+21,034$7,487
INVESCO EXCHNG TRADED FD TR (SPLV) 130,414 +12,018 $7,320
     SPLV130,414+12,018$7,320
SCHWAB STRATEGIC TR 219,401 +18,794 $5,417
     SCHE219,401+18,794$5,417
SPDR SERIES TRUST (SLYG) 65,109 +4,800 $3,903
     SLYG65,109+4,800$3,903
SCHWAB STRATEGIC TR 37,181 -692 $3,113
     SCHG37,181-692$3,113
SCHWAB STRATEGIC TR 54,293 +342 $3,004
     SCHV54,293+342$3,004
ISHARES TR (IVV) 9,413 +2,874 $2,770
     IVV9,413+2,874$2,770
UNITED PARCEL SERVICE INC 18,209 +18,209 $2,109
     UPS18,209+18,209$2,109
APPLE INC 9,218 +350 $1,926
     AAPL9,218+350$1,926
ISHARES TR (IWV) 8,723 UNCH $1,497
     IWV8,723UNCH$1,497
ISHARES TR (IEFA) 18,995 +4,590 $1,121
     IEFA18,995+4,590$1,121
ISHARES TR (ITOT) 15,687 +5,603 $1,040
     ITOT15,687+5,603$1,040
PFIZER INC 25,298 +3,211 $890
     PFE25,298+3,211$890
JPMORGAN CHASE & CO 7,683 +487 $840
     JPM7,683+487$840
VERIZON COMMUNICATIONS INC 11,890 +1,575 $670
     VZ11,890+1,575$670
ISHARES TR (IJH) 3,358 +1,139 $636
     IJH3,358+1,139$636
BOEING CO 1,768 +1,014 $589
     BA1,768+1,014$589
ISHARES TR (USMV) 9,197 +2,836 $582
     USMV9,197+2,836$582
DISNEY WALT CO 3,683 +148 $505
     DIS3,683+148$505
HOME DEPOT INC 2,402 +92 $500
     HD2,402+92$500
ALPHABET INC 417 +33 $499
     GOOGL417+33$499
GLAXOSMITHKLINE PLC 11,755 +2,034 $478
     GSK11,755+2,034$478
HONEYWELL INTL INC 2,493 -366 $419
     HON2,493-366$419
VISA INC 2,196 +413 $392
     V2,196+413$392
ABBVIE INC 5,796 +2,329 $377
     ABBV5,796+2,329$377
ISHARES INC (IEMG) 7,777 +1,659 $373
     IEMG7,777+1,659$373
CONSTELLATION BRANDS INC 1,896 +174 $373
     STZ1,896+174$373
AMAZON COM INC 197 +12 $359
     AMZN197+12$359
ISHARES TR (IJR) 4,643 +968 $355
     IJR4,643+968$355
BERKSHIRE HATHAWAY INC DEL      $341
     BRK.B1,716-31$341
CACI INTL INC 1,561 -120 $329
     CACI1,561-120$329
CUMMINS INC 2,141 +333 $323
     CMI2,141+333$323
MARATHON PETE CORP 5,687 +1,455 $268
     MPC5,687+1,455$268
EOG RES INC 3,285 +502 $258
     EOG3,285+502$258
INDEXIQ ETF TR (QAI) 8,494 UNCH $257
     QAI8,494UNCH$257
CHEVRON CORP NEW 2,068 +78 $253
     CVX2,068+78$253
VANGUARD INDEX FDS (VNQ) 2,786 UNCH $253
     VNQ2,786UNCH$253
BANK AMER CORP 8,977 +15 $249
     BAC8,977+15$249
VMWARE INC 1,408 +40 $222
     VMW1,408+40$222
MICROSOFT CORP 1,577 +1,577 $219
     MSFT1,577+1,577$219
GOLDMAN SACHS ETF TR (GBIL) 2,124 UNCH $213
     GBIL2,124UNCH$213
LOCKHEED MARTIN CORP 548 +548 $207
     LMT548+548$207
INTERNATIONAL BUSINESS MACHS 1,491 +1,491 $202
     IBM1,491+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

Mountain Capital Investment Advisors Inc Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.