HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO EXCHANGE TRADED FD T (RSP) |
271,251 | -24,371 | $28,329 |
| RSP | 271,251 | -24,371 | $28,329 |
| SCHWAB STRATEGIC TR |
409,391 | +66,595 | $12,818 |
| SCHF | 409,391 | +66,595 | $12,818 |
| SCHWAB STRATEGIC TR |
127,186 | -551 | $7,045 |
| SCHM | 127,186 | -551 | $7,045 |
| SCHWAB STRATEGIC TR |
126,984 | +126,984 | $6,373 |
| SCHO | 126,984 | +126,984 | $6,373 |
| INVESCO EXCHNG TRADED FD TR (SPLV) |
118,396 | +10,737 | $6,232 |
| SPLV | 118,396 | +10,737 | $6,232 |
| SCHWAB STRATEGIC TR |
200,607 | +7,677 | $5,218 |
| SCHE | 200,607 | +7,677 | $5,218 |
| SPDR SERIES TRUST (SLYG) |
60,309 | +4,732 | $3,600 |
| SLYG | 60,309 | +4,732 | $3,600 |
| SCHWAB STRATEGIC TR |
37,873 | -152 | $3,008 |
| SCHG | 37,873 | -152 | $3,008 |
| SCHWAB STRATEGIC TR |
53,951 | -2,453 | $2,953 |
| SCHV | 53,951 | -2,453 | $2,953 |
| ISHARES TR (IVV) |
6,539 | +450 | $1,861 |
| IVV | 6,539 | +450 | $1,861 |
| APPLE INC |
8,868 | +802 | $1,684 |
| AAPL | 8,868 | +802 | $1,684 |
| ISHARES TR (IWV) |
8,723 | UNCH | $1,454 |
| IWV | 8,723 | UNCH | $1,454 |
| PFIZER INC |
22,087 | +1,731 | $938 |
| PFE | 22,087 | +1,731 | $938 |
| ISHARES TR (IEFA) |
14,405 | +3,492 | $875 |
| IEFA | 14,405 | +3,492 | $875 |
| JPMORGAN CHASE & CO |
7,196 | +1,599 | $728 |
| JPM | 7,196 | +1,599 | $728 |
| ISHARES TR (ITOT) |
10,084 | +10,084 | $649 |
| ITOT | 10,084 | +10,084 | $649 |
| VERIZON COMMUNICATIONS INC |
10,315 | +10,315 | $610 |
| VZ | 10,315 | +10,315 | $610 |
| HONEYWELL INTL INC |
2,859 | +15 | $454 |
| HON | 2,859 | +15 | $454 |
| ALPHABET INC |
384 | +30 | $452 |
| GOOGL | 384 | +30 | $452 |
| HOME DEPOT INC |
2,310 | +901 | $443 |
| HD | 2,310 | +901 | $443 |
| ISHARES TR (IJH) |
2,219 | +66 | $420 |
| IJH | 2,219 | +66 | $420 |
| GLAXOSMITHKLINE PLC |
9,721 | +9,721 | $406 |
| GSK | 9,721 | +9,721 | $406 |
| DISNEY WALT CO |
3,535 | +778 | $392 |
| DIS | 3,535 | +778 | $392 |
| ISHARES TR (USMV) |
6,361 | +6,361 | $374 |
| USMV | 6,361 | +6,361 | $374 |
 BERKSHIRE HATHAWAY INC DEL |
$351 | ||
| BRK.B | 1,747 | -23 | $351 |
| AMAZON COM INC |
185 | -25 | $329 |
| AMZN | 185 | -25 | $329 |
| ISHARES INC (IEMG) |
6,118 | +287 | $316 |
| IEMG | 6,118 | +287 | $316 |
| CACI INTL INC |
1,681 | +1,681 | $306 |
| CACI | 1,681 | +1,681 | $306 |
| CONSTELLATION BRANDS INC |
1,722 | +1,722 | $302 |
| STZ | 1,722 | +1,722 | $302 |
| BOEING CO |
754 | +9 | $288 |
| BA | 754 | +9 | $288 |
| CUMMINS INC |
1,808 | +1,808 | $285 |
| CMI | 1,808 | +1,808 | $285 |
| ISHARES TR (IJR) |
3,675 | +72 | $284 |
| IJR | 3,675 | +72 | $284 |
| ABBVIE INC |
3,467 | +3,467 | $279 |
| ABBV | 3,467 | +3,467 | $279 |
| VISA INC |
1,783 | +1,783 | $279 |
| V | 1,783 | +1,783 | $279 |
| ANADARKO PETE CORP |
5,941 | +5,941 | $270 |
| APC | 5,941 | +5,941 | $270 |
| EOG RES INC |
2,783 | +2,783 | $265 |
| EOG | 2,783 | +2,783 | $265 |
| INDEXIQ ETF TR (QAI) |
8,494 | +24 | $255 |
| QAI | 8,494 | +24 | $255 |
| MARATHON PETE CORP |
4,232 | +4,232 | $253 |
| MPC | 4,232 | +4,232 | $253 |
| BANK AMER CORP |
8,962 | +685 | $247 |
| BAC | 8,962 | +685 | $247 |
| VMWARE INC |
1,368 | +1,368 | $247 |
| VMW | 1,368 | +1,368 | $247 |
| CHEVRON CORP NEW |
1,990 | +142 | $245 |
| CVX | 1,990 | +142 | $245 |
| VANGUARD INDEX FDS (VNQ) |
2,786 | UNCH | $242 |
| VNQ | 2,786 | UNCH | $242 |
| GOLDMAN SACHS ETF TR (GBIL) |
2,124 | +2,124 | $213 |
| GBIL | 2,124 | +2,124 | $213 |
| EXXON MOBIL CORP |
2,571 | +2,571 | $208 |
| XOM | 2,571 | +2,571 | $208 |
See Full List: All Stocks Held By Mountain Capital Investment Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mountain Capital Investment Advisors Inc
|
Size ($ in 1000's)
At 03/31/2019: $92,935 At 12/31/2018: $71,921 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 |
