HoldingsChannel.com
All Stocks Held By Bear Mountain Capital Inc.
As of  03/31/2024, we find all stocks held by Bear Mountain Capital Inc. to be as follows, presented in the table below with each row detailing each Bear Mountain Capital Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Bear Mountain Capital Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Bear Mountain Capital Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD MID CAP (VO) 144,216 -9,071 $33,943
     VO144,216-9,071$33,943
VANGUARD S&P 500 ETF (VOO) 57,179 -4,947 $26,302
     VOO57,179-4,947$26,302
ISHARES AMT FREE MUNI BOND ETF (MUB) 196,870 +1,632 $20,939
     MUB196,870+1,632$20,939
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 258,406 -3,198 $19,758
     VCSH258,406-3,198$19,758
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 290,423 -14,568 $17,597
     SCZ290,423-14,568$17,597
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 362,616 -18,384 $17,362
     VEA362,616-18,384$17,362
VANGUARD TOTAL BOND MARKET ETF (BND) 195,567 +683 $13,864
     BND195,567+683$13,864
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 296,119 +778 $12,111
     VWO296,119+778$12,111
VANGUARD SMALL CAP ETF (VB) 42,697 -2,424 $9,018
     VB42,697-2,424$9,018
VANGUARD REAL ESTATE ETF (VNQ) 97,279 -5,240 $8,413
     VNQ97,279-5,240$8,413
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 135,404 -340 $6,582
     BNDX135,404-340$6,582
ISHARES CORE S&P 500 ETF (IVV) 8,132 -21 $4,091
     IVV8,132-21$4,091
ISHARES MSCI USA ESG SELECT ETF (SUSA) 36,201 -5,247 $3,742
     SUSA36,201-5,247$3,742
ISHARES ESG AWARE 1 5 YEAR USD CORPORATE BOND ETF (SUSB) 138,795 -1,260 $3,362
     SUSB138,795-1,260$3,362
VANGUARD TOTAL STOCK MARKET ETF (VTI) 13,452 UNCH $3,332
     VTI13,452UNCH$3,332
VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF (VSS) 22,494 -223 $2,535
     VSS22,494-223$2,535
ISHARES ESG AWARE US AGGREGATE BOND ETF (EAGG) 49,746 -630 $2,284
     EAGG49,746-630$2,284
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 8,296 UNCH $2,282
     IWB8,296UNCH$2,282
AMAZON.COM INC 12,462 UNCH $2,259
     AMZN12,462UNCH$2,259
VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX) 40,577 -3,269 $2,226
     VSGX40,577-3,269$2,226
VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI) 45,970 -2,425 $1,830
     VNQI45,970-2,425$1,830
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 29,016 -736 $1,471
     IGSB29,016-736$1,471
ISHARES AGGREGATE BOND ETF (AGG) 15,313 -508 $1,463
     AGG15,313-508$1,463
ISHARES ESG AWARE MSCI EM ETF (ESGE) 46,361 -2,462 $1,445
     ESGE46,361-2,462$1,445
SPDR S&P MIDCAP 400 ETF TRUST (MDY) 2,019 UNCH $1,044
     MDY2,019UNCH$1,044
NVIDIA CORPORATION COM 1,211 -36 $1,018
     NVDA1,211-36$1,018
SPDR S&P 500 ETF TRUST (SPY) 2,004 UNCH $1,003
     SPY2,004UNCH$1,003
MICROSOFT 2,313 -294 $953
     MSFT2,313-294$953
ISHARES MSCI EMERGING MARKETS ETF (EEM) 23,359 -1,676 $928
     EEM23,359-1,676$928
VANGUARD SHORT TERM TREASURY ETF (VGSH) 15,969 +375 $921
     VGSH15,969+375$921
ISHARES CORE MSCI EAFE ETF (IEFA) 12,554 -335 $891
     IEFA12,554-335$891
VANGUARD TAX EXEMPT BOND ETF (VTEB) 11,996 -432 $599
     VTEB11,996-432$599
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG) 11,501 -401 $570
     IAGG11,501-401$570
ISHARES RUSSELL MIDCAP ETF (IWR) 6,846 -317 $540
     IWR6,846-317$540
COSTCO WHOLESALE CORP 542 UNCH $388
     COST542UNCH$388
NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD) 16,691 UNCH $358
     NUBD16,691UNCH$358
ALPHABET INC CAP STK CL C 2,246 UNCH $352
     GOOG2,246UNCH$352
T MOBILE US INC COM 1,739 +3 $278
     TMUS1,739+3$278
BERKSHIRE HATHAWAY INC DEL CL B NEW      $266
     BRK.B670-7$266
APPLE INC 1,563 -2,621 $263
     AAPL1,563-2,621$263
ISHARES U.S. FINANCIALS ETF (IYF) 2,697 UNCH $241
     IYF2,697UNCH$241
ISHARES SHORT TREASURY BOND ETF (SHV) 1,931 UNCH $213
     SHV1,931UNCH$213
SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF (RWX) 8,377 -178 $205
     RWX8,377-178$205
ISHARES US REAL ESTATE ETF (IYR) 2,004 -94 $180
     IYR2,004-94$180
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 476 -2 $154
     IWF476-2$154
ISHARES RUSSELL 1000 VALUE ETF (IWD) 883 -3 $150
     IWD883-3$150
CATERPILLAR INC COM 345 -15 $124
     CAT345-15$124
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 1,384 -8 $118
     IJK1,384-8$118
CINTAS CORP COM 175 UNCH $117
     CTAS175UNCH$117
UNITEDHEALTH GROUP 240 UNCH $115
     UNH240UNCH$115
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 986 -4 $108
     IJJ986-4$108
AUTOMATIC DATA PROCESSING INC COM 400 UNCH $97
     ADP400UNCH$97
NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM) 3,497 UNCH $93
     NUEM3,497UNCH$93
GENERAL DYNAMICS CORP COM 325 UNCH $92
     GD325UNCH$92
MASTERCARD INCORPORATED CL A 200 UNCH $92
     MA200UNCH$92
ISHARES CORE S&P SMALL CAP ETF (IJR) 744 -65 $76
     IJR744-65$76
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 1,240 UNCH $70
     VEU1,240UNCH$70
AVALONBAY CMNTYS INC COM 369 UNCH $67
     AVB369UNCH$67
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 248 -2 $62
     IWO248-2$62
BOEING CO COM 315 -5 $61
     BA315-5$61
ISHARES RUSSELL 2000 VALUE (IWN) 419 -2 $61
     IWN419-2$61
JPMORGAN CHASE & CO COM 302 UNCH $60
     JPM302UNCH$60
NETFLIX COM INC 94 UNCH $58
     NFLX94UNCH$58
ENTERPRISE PRODS PARTNERS L P COM 1,997 UNCH $57
     EPD1,997UNCH$57
EQUITY RESIDENTIAL SH BEN INT 890 UNCH $54
     EQR890UNCH$54
COCA COLA CO COM 915 UNCH $54
     KO915UNCH$54
FIRSTENERGY CORP COM 1,400 UNCH $52
     FE1,400UNCH$52
ESSEX PPTY TR INC COM 221 UNCH $51
     ESS221UNCH$51
STARBUCKS CORP 564 UNCH $49
     SBUX564UNCH$49
POWERSHARES QQQ TR (QQQ) 103 UNCH $44
     QQQ103UNCH$44
TESLA INC COM 239 -142 $42
     TSLA239-142$42
MCDONALDS CORP COM 148 UNCH $40
     MCD148UNCH$40
ISHARES MSCI EAFE ETF (EFA) 508 UNCH $39
     EFA508UNCH$39
ALIBABA GROUP HLDG LTD SPONSORED ADS 538 -4 $37
     BABA538-4$37
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF (VWOB) 573 UNCH $36
     VWOB573UNCH$36
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 421 -29 $32
     SCHD421-29$32
CROWDSTRIKE HLDGS INC CL A 107 UNCH $31
     CRWD107UNCH$31
RTX CORPORATION COM 295 UNCH $30
     RTX295UNCH$30
DISNEY WALT CO COM 249 -12 $28
     DIS249-12$28
ISHARES MSCI FRONTIER 100 ETF (FM) 976 -375 $27
     FM976-375$27
MANHATTAN ASSOCIATES INC COM 120 UNCH $27
     MANH120UNCH$27
READY CAPITAL CORP COM 3,112 UNCH $26
     RC3,112UNCH$26
SALESFORCE INC COM 86 -11 $24
     CRM86-11$24
VANGUARD RUSSELL 2000 VALUE ETF (VTWV) 188 UNCH $24
     VTWV188UNCH$24
BOX INC CL A 867 UNCH $23
     BOX867UNCH$23
CHEVRON CORP NEW COM 148 -4 $23
     CVX148-4$23
OMEROS CORP COM 6,960 UNCH $23
     OMER6,960UNCH$23
CHARLES SCHWAB CORP 315 UNCH $23
     SCHW315UNCH$23
INTEL CORP COM 492 UNCH $22
     INTC492UNCH$22
AMERICAN SOFTWARE CL A CLASS A 2,000 UNCH $21
     AMSWA2,000UNCH$21
SOFI SELECT 500 ETF (SFY) 1,142 UNCH $20
     SFY1,142UNCH$20
INLAND AMERICAN REIT 809 UNCH $19
     IVT809UNCH$19
RIVIAN AUTOMOTIVE INC COM CL A 1,551 +439 $17
     RIVN1,551+439$17
TRACTOR SUPPLY CO COM 70 UNCH $17
     TSCO70UNCH$17
INTUIT INC 25 UNCH $15
     INTU25UNCH$15
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 450 UNCH $14
     BIP450UNCH$14
DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT) 288 UNCH $14
     DFAT288UNCH$14
JOHNSON & JOHNSON COM 97 -8 $14
     JNJ97-8$14
COMCAST CORP NEW CL A 300 UNCH $13
     CMCSA300UNCH$13
GRAYSCALE BITCOIN TRUST 200 +200 $13
     GBTC200+200$13
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 259 -178 $13
     IEMG259-178$13
LULULEMON ATHLETICA INC 34 UNCH $13
     LULU34UNCH$13
MICRON TECHNOLOGY INC COM 115 +65 $13
     MU115+65$13
PAYCOM SOFTWARE INC COM 70 UNCH $13
     PAYC70UNCH$13
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 113 UNCH $12
     ITOT113UNCH$12
KROGER CO COM 224 UNCH $12
     KR224UNCH$12
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 323 -222 $12
     SCHF323-222$12
SONY GROUP CORP SPONSORED ADR 150 UNCH $12
     SONY150UNCH$12
BANK AMERICA CORP COM 300 -50 $11
     BAC300-50$11
EPAM SYS INC COM 40 UNCH $11
     EPAM40UNCH$11
NORTHROP GRUMMAN CORP COM 24 UNCH $11
     NOC24UNCH$11
SCHWAB U.S. BROAD MARKET ETF (SCHB) 191 -131 $11
     SCHB191-131$11
VISA INC 40 UNCH $11
     V40UNCH$11
ADOBE INC COM 22 UNCH $10
     ADBE22UNCH$10
ELECTRONIC ARTS INC COM 76 UNCH $10
     EA76UNCH$10
META PLATFORMS INC CL A 20 -7 $10
     META20-7$10
NEXTERA ENERGY INC COM 150 -15 $10
     NEE150-15$10
POOL CORP COM 25 UNCH $10
     POOL25UNCH$10
ROLLINS INC COM 225 UNCH $10
     ROL225UNCH$10
TRIMBLE INC COM 150 UNCH $10
     TRMB150UNCH$10
UPSTART HLDGS INC COM 369 UNCH $10
     UPST369UNCH$10
ADVANCED MICRO DEVICES INC COM 50 UNCH $9
     AMD50UNCH$9
DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) 227 UNCH $9
     DFUV227UNCH$9
INVESCO NASDAQ 100 ETF (QQQM) 49 +49 $9
     QQQM49+49$9
ROKU INC COM CL A 140 UNCH $9
     ROKU140UNCH$9
TEXAS ROADHOUSE INC COM 60 UNCH $9
     TXRH60UNCH$9
VANGUARD S&P 500 GROWTH ETF (VOOG) 30 +30 $9
     VOOG30+30$9
VARONIS SYS INC COM 210 UNCH $9
     VRNS210UNCH$9
WALMART INC COM 150 +144 $9
     WMT150+144$9
ALASKA AIR GROUP INC COM 195 UNCH $8
     ALK195UNCH$8
DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) 229 UNCH $8
     DFIV229UNCH$8
TARGET CORP COM 47 -15 $8
     TGT47-15$8
REPLIGEN CORP COM 40 UNCH $7
     RGEN40UNCH$7
VEEVA SYS INC CL A COM 30 UNCH $7
     VEEV30UNCH$7
AIRBNB INC COM CL A 40 UNCH $6
     ABNB40UNCH$6
ALIGN TECHNOLOGY INC COM 20 UNCH $6
     ALGN20UNCH$6
CHIPOTLE MEXICAN GRILL INC COM 2 UNCH $6
     CMG2UNCH$6
GINKGO BIOWORKS HOLDINGS INC CL A SHS 5,000 UNCH $6
     DNA5,000UNCH$6
FIRST FINL NORTHWESTINC COM 300 UNCH $6
     FFNW300UNCH$6
KIMBERLY CLARK CORP COM 50 UNCH $6
     KMB50UNCH$6
MOSAIC CO NEW COM 200 UNCH $6
     MOS200UNCH$6
AMGEN INC 18 UNCH $5
     AMGN18UNCH$5
IDEXX LABS INC COM 10 UNCH $5
     IDXX10UNCH$5
MASIMO CORP COM 40 UNCH $5
     MASI40UNCH$5
VANGUARD LARGE CAP (VV) 21 -16 $5
     VV21-16$5
ZOOM VIDEO COMMUNICATIONS INC CL A 74 UNCH $5
     ZM74UNCH$5
BP PLC SPONSORED ADR 100 UNCH $4
     BP100UNCH$4
COGNEX CORP COM 100 UNCH $4
     CGNX100UNCH$4
CENOVUS ENERGY INC COM 200 UNCH $4
     CVE200UNCH$4
GE AEROSPACE COM NEW 23 -3 $4
     GE23-3$4
SHOPIFY INC CL A 50 UNCH $4
     SHOP50UNCH$4
VERIZON COMMUNICATIONS INC COM 100 -13 $4
     VZ100-13$4
ZILLOW GROUP INC CL A 74 UNCH $4
     ZG74UNCH$4
DIMENSIONAL U.S. SMALL CAP ETF (DFAS) 54 UNCH $3
     DFAS54UNCH$3
FIRST SOLAR INC 15 UNCH $3
     FSLR15UNCH$3
MODERNA INC COM 30 UNCH $3
     MRNA30UNCH$3
NIKE INC CLASS B 28 UNCH $3
     NKE28UNCH$3
ROBLOX CORP CL A 69 UNCH $3
     RBLX69UNCH$3
WASTE MGMT INC DEL COM 15 UNCH $3
     WM15UNCH$3
ESSENTIAL UTILS INC COM 87 +1 $3
     WTRG87+1$3
ZEBRA TECHNOLOGIES CORPORATION CL A 11 UNCH $3
     ZBRA11UNCH$3
ABBVIE INC COM 13 UNCH $2
     ABBV13UNCH$2
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 49 UNCH $2
     BIPC49UNCH$2
EQUINIX INC COM 2 UNCH $2
     EQIX2UNCH$2
FS KKR CAP CORP COM 102 UNCH $2
     FSK102UNCH$2
HOWMET AEROSPACE INC COM 33 UNCH $2
     HWM33UNCH$2
ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) 120 +120 $2
     ICLN120+120$2
MIRUM PHARMACEUTICALS INC COM 100 UNCH $2
     MIRM100UNCH$2
MARKETAXESS HLDGS INC COM 10 UNCH $2
     MKTX10UNCH$2
ENCANA CORPORATION 40 UNCH $2
     OVV40UNCH$2
PROCORE TECHNOLOGIES INC COM 20 UNCH $2
     PCOR20UNCH$2
PHATHOM PHARMACEUTICALS INC COM 200 UNCH $2
     PHAT200UNCH$2
PALANTIR TECHNOLOGIES INC CL A 100 UNCH $2
     PLTR100UNCH$2
SOFI NEXT 500 ETF (SFYX) 160 UNCH $2
     SFYX160UNCH$2
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 14 -11 $2
     VIG14-11$2
AVIS BUDGET GROUP COM 5 UNCH $1
     CAR5UNCH$1
DANAHER CORP 4 UNCH $1
     DHR4UNCH$1
DOXIMITY INC CL A 25 UNCH $1
     DOCS25UNCH$1
FORD MOTOR COMPANY 102 -75 $1
     F102-75$1
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 7 -1 $1
     GEHC7-1$1
GE VERNOVA INC COM 4 +4 $1
     GEV4+4$1
CANOO INC CL A COM NEW 217 +217 $1
     GOEV217+217$1
GAP INC COM 23 UNCH $1
     GPS23UNCH$1
NORDSTROM INC COM 42 UNCH $1
     JWN42UNCH$1
LENDINGCLUB CORP COM NEW 160 UNCH $1
     LC160UNCH$1
GLOBAL X LITHIUM & BATTERY TECH ETF (LIT) 30 +30 $1
     LIT30+30$1
NORWEGIAN CRUISE LINE HLDG LTD SHS 30 UNCH $1
     NCLH30UNCH$1
NEWELL BRANDS INC COM 100 UNCH $1
     NWL100UNCH$1
SSR MINING IN COM 150 UNCH $1
     SSRM150UNCH$1
WYNDHAM HOTELS & RESORTS INC COM 10 UNCH $1
     WH10UNCH$1
ALCOA CORP COM 11 UNCH <$1
     AA11UNCH$0
AMBEV SA SPONSORED ADR 30 UNCH <$1
     ABEV30UNCH$0
AMC ENTMT HLDGS INC CL A NEW 2 UNCH <$1
     AMC2UNCH$0
APTIV PLC SHS 4 UNCH <$1
     APTV4UNCH$0
ALEXANDRIA REAL ESTATE EQ INC COM 3 UNCH <$1
     ARE3UNCH$0
AVANOS MED INC COM 6 UNCH <$1
     AVNS6UNCH$0
COMMSCOPE HLDG CO INC COM 5 UNCH <$1
     COMM5UNCH$0
DELTA AIR LINES INC DEL CMN 5 -25 <$1
     DAL5-25$0
DROPBOX INC CL A 20 UNCH <$1
     DBX20UNCH$0
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN (DJP) 2 -4 <$1
     DJP2-4$0
DOCUSIGN INC COM 5 UNCH <$1
     DOCU5UNCH$0
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB) 2 -117 <$1
     EMB2-117$0
ISHARES FLOATING RATE BOND ETF (FLOT) 4 UNCH <$1
     FLOT4UNCH$0
FISKER INC CL A COM STK 162 UNCH <$1
     FSR162UNCH$0
GOPRO INC CL A 9 UNCH <$1
     GPRO9UNCH$0
ISHARES BITCOIN TRUST REGISTERED (IBIT) 5 +5 <$1
     IBIT5+5$0
KOHLS CORP COM 5 UNCH <$1
     KSS5UNCH$0
LUCID GROUP INC COM 40 -55 <$1
     LCID40-55$0
SOUTHWEST AIRLS CO COM 15 -20 <$1
     LUV15-20$0
NIO INC SPON ADS 10 UNCH <$1
     NIO10UNCH$0
NIKOLA CORP COM 3 UNCH <$1
     NKLA3UNCH$0
NOVAVAX INC COM NEW 1 -18 <$1
     NVAX1-18$0
PARAMOUNT GLOBAL CLASS B COM 5 UNCH <$1
     PARA5UNCH$0
PORCH GROUP INC COM 100 UNCH <$1
     PRCH100UNCH$0
PELOTON INTERACTIVE INC CL A COM 3 UNCH <$1
     PTON3UNCH$0
SMARTSHEET INC COM CL A 7 UNCH <$1
     SMAR7UNCH$0
VIRGIN GALACTIC HOLDINGS INC COM 10 UNCH <$1
     SPCE10UNCH$0
TILRAY BRANDS INC COM 2 UNCH <$1
     TLRY2UNCH$0
TRAVEL PLUS LEISURE CO COM 10 UNCH <$1
     TNL10UNCH$0
WHEELS UP EXPERIENCE INC COM CL A 12 UNCH <$1
     UP12UNCH$0
VERALTO CORP COM SHS 1 UNCH <$1
     VLTO1UNCH$0
VANGUARD SHORT TERM INFL PROTECTED (VTIP) 3 UNCH <$1
     VTIP3UNCH$0
WEIBO CORP SPONSORED ADR 3 UNCH <$1
     WB3UNCH$0
WARNER BROS DISCOVERY INC COM SER A 21 -3 $0
     WBD21-3$0
AMERICAN AIRLS GROUP INC COM $0 (exited)
     AAL0-50$0
ARRIVAL COM NEW $0 (exited)
     ARVL0-1$0
CLEAN ENERGY FUELS CORP COM $0 (exited)
     CLNE0-260$0
NOW INC COM $0 (exited)
     DNOW0-2$0
GLOBAL X MSCI NEXT EMERGING & FRONTIER ETF $0 (exited)
     EMFM0-61$0
ISHARES CORE S&P MID CAP ETF $0 (exited)
     IJH0-500$0
ILLUMINA INC COM $0 (exited)
     ILMN0-52$0
LYELL IMMUNOPHARMA INC COM $0 (exited)
     LYEL0-6,100$0
NATIONAL OILWELL VARCO INC $0 (exited)
     NOV0-8$0
OKTA INC CL A $0 (exited)
     OKTA0-186$0
INVESCO S&P 500 EQUAL WEIGHT ETF $0 (exited)
     RSP0-1,059$0
SNOWFLAKE INC CL A $0 (exited)
     SNOW0-5$0
AT&T INC COM $0 (exited)
     T0-15$0
MOTLEY FOOL MID CAP GROWTH ETF $0 (exited)
     TMFM0-50$0
UNDER ARMOUR INC CL C $0 (exited)
     UA0-28$0
UNDER ARMOUR INC CL A $0 (exited)
     UAA0-28$0
UNITED AIRLS HLDGS INC COM $0 (exited)
     UAL0-25$0
ISHARES MSCI USA MIN VOL FACTOR ETF $0 (exited)
     USMV0-1,500$0
EXXON MOBIL CORP COM 0 -8 $0 (exited)
     XOM0-8$0

See Summary: Bear Mountain Capital Inc. Top Holdings
See Details: Top 10 Stocks Held By Bear Mountain Capital Inc.

EntityShares/Amount
Change
Position Value
Change
GBTC +200+$13
QQQM +49+$9
VOOG +30+$9
ICLN +120+$2
GEV +4+$1
GOEV +217+$1
LIT +30+$1
IBIT +5$UNCH
EntityShares/Amount
Change
Position Value
Change
RSP -1,059-$164
IJH -500-$135
USMV -1,500-$118
OKTA -186-$15
LYEL -6,100-$13
ILMN -52-$7
XOM -8-$1
UAL -25-$1
TMFM -50-$1
SNOW -5-$1
EntityShares/Amount
Change
Position Value
Change
MUB +1,632-$209
VWO +778+$424
BND +683-$351
RIVN +439-$9
VGSH +375+$10
WMT +144+$8
MU +65+$9
TMUS +3-$5
WTRG +1$UNCH
VTI UNCH+$157
EntityShares/Amount
Change
Position Value
Change
VEA -18,384-$438
SCZ -14,568-$669
VO -9,071-$971
SUSA -5,247-$399
VNQ -5,240-$448
VOO -4,947-$816
VSGX -3,269-$135
VCSH -3,198-$498
AAPL -2,621-$505
Size ($ in 1000's)
At 03/31/2024: $232,799
At 12/31/2023: $237,860

Bear Mountain Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bear Mountain Capital Inc. 13F filings. Link to 13F filings: SEC filings

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