HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (GOVT) |
1,714,899 | +1,714,899 | $44,587 |
| GOVT | 1,714,899 | +1,714,899 | $44,587 |
| ISHARES TR (IVV) |
121,193 | +116,643 | $39,491 |
| IVV | 121,193 | +116,643 | $39,491 |
| ISHARES TR (IEFA) |
249,376 | +236,139 | $16,294 |
| IEFA | 249,376 | +236,139 | $16,294 |
| ISHARES TR (MBB) |
150,489 | +150,489 | $16,292 |
| MBB | 150,489 | +150,489 | $16,292 |
| ISHARES TR (IGIB) |
264,818 | +264,818 | $15,399 |
| IGIB | 264,818 | +264,818 | $15,399 |
| ISHARES INC (IEMG) |
267,537 | +262,931 | $14,426 |
| IEMG | 267,537 | +262,931 | $14,426 |
| ISHARES TR (QUAL) |
129,586 | +129,586 | $13,183 |
| QUAL | 129,586 | +129,586 | $13,183 |
| ISHARES US ETF TR (NEAR) |
189,772 | +189,772 | $9,538 |
| NEAR | 189,772 | +189,772 | $9,538 |
| ISHARES TR (USMV) |
127,532 | +90,234 | $8,369 |
| USMV | 127,532 | +90,234 | $8,369 |
| ISHARES TR (IXN) |
38,355 | +38,355 | $8,227 |
| IXN | 38,355 | +38,355 | $8,227 |
| ISHARES TR (SIZE) |
79,501 | +79,501 | $7,769 |
| SIZE | 79,501 | +79,501 | $7,769 |
| ISHARES TR (TLT) |
39,085 | +39,085 | $5,345 |
| TLT | 39,085 | +39,085 | $5,345 |
| ISHARES TR (ITOT) |
56,762 | +51,314 | $4,153 |
| ITOT | 56,762 | +51,314 | $4,153 |
| ISHARES TR (HYG) |
46,689 | +46,689 | $4,115 |
| HYG | 46,689 | +46,689 | $4,115 |
| ISHARES TR (EMB) |
28,407 | +28,407 | $3,257 |
| EMB | 28,407 | +28,407 | $3,257 |
| APPLE INC |
6,684 | -1,800 | $2,027 |
| AAPL | 6,684 | -1,800 | $2,027 |
| ISHARES TR (IJH) |
9,557 | +6,064 | $1,957 |
| IJH | 9,557 | +6,064 | $1,957 |
| ISHARES TR (FLOT) |
30,383 | +30,383 | $1,548 |
| FLOT | 30,383 | +30,383 | $1,548 |
| ISHARES TR (LQD) |
8,756 | +8,756 | $1,118 |
| LQD | 8,756 | +8,756 | $1,118 |
| PFIZER INC |
14,799 | -12,407 | $578 |
| PFE | 14,799 | -12,407 | $578 |
| JPMORGAN CHASE & CO |
3,491 | -2,570 | $478 |
| JPM | 3,491 | -2,570 | $478 |
| VISA INC |
2,489 | +331 | $478 |
| V | 2,489 | +331 | $478 |
| ALPHABET INC |
296 | -79 | $416 |
| GOOGL | 296 | -79 | $416 |
| VERIZON COMMUNICATIONS INC |
6,874 | -3,194 | $410 |
| VZ | 6,874 | -3,194 | $410 |
| CACI INTL INC |
1,559 | -2 | $405 |
| CACI | 1,559 | -2 | $405 |
| CONSTELLATION BRANDS INC |
2,097 | +230 | $399 |
| STZ | 2,097 | +230 | $399 |
| GLAXOSMITHKLINE PLC |
8,177 | -3,884 | $380 |
| GSK | 8,177 | -3,884 | $380 |
| ABBVIE INC |
4,122 | -1,918 | $369 |
| ABBV | 4,122 | -1,918 | $369 |
| CUMMINS INC |
2,083 | -237 | $363 |
| CMI | 2,083 | -237 | $363 |
| BOEING CO |
1,056 | -344 | $350 |
| BA | 1,056 | -344 | $350 |
| HOME DEPOT INC |
1,507 | -58 | $334 |
| HD | 1,507 | -58 | $334 |
| DISNEY WALT CO |
2,248 | -1,217 | $327 |
| DIS | 2,248 | -1,217 | $327 |
| SCHWAB STRATEGIC TR |
11,797 | -108,788 | $325 |
| SCHE | 11,797 | -108,788 | $325 |
 BERKSHIRE HATHAWAY INC DEL |
$314 | ||
| BRK.B | 1,388 | -257 | $314 |
| EOG RES INC |
3,413 | -295 | $298 |
| EOG | 3,413 | -295 | $298 |
| MARATHON PETE CORP |
5,050 | -507 | $296 |
| MPC | 5,050 | -507 | $296 |
| SOUTHWEST AIRLS CO |
5,295 | +5,295 | $288 |
| LUV | 5,295 | +5,295 | $288 |
| AMAZON COM INC |
140 | -18 | $265 |
| AMZN | 140 | -18 | $265 |
| LOCKHEED MARTIN CORP |
602 | +51 | $248 |
| LMT | 602 | +51 | $248 |
| BANK AMER CORP |
6,414 | -1,573 | $224 |
| BAC | 6,414 | -1,573 | $224 |
| NEKTAR THERAPEUTICS |
10,000 | UNCH | $218 |
| NKTR | 10,000 | UNCH | $218 |
See Full List: All Stocks Held By Mountain Capital Investment Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mountain Capital Investment Advisors Inc
|
Size ($ in 1000's)
At 12/31/2019: $225,043 At 09/30/2019: $113,149 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 |
