Mountain-Capital-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "AG", "FFC", null, "ULCC", null, null, "THM", "META", "IVW", null, null, "MA", "MSFT", null, null, "IVV", "AAPL", "NVDA", "PLTR", "PG", null, "MSTR", "SHOP", "IVOO", null, "VWO", null, "FSK", "PLG", "AMZN", "IVE", "LUV", null, "ABEV", null, "VUG", "VEA", "VYMI", "VB", "VOO", "VTV", "V", null, null, null, null, null, null, "BAC", "BRK-B", "CVX", "COIN", "COST", "RSP", "QQQ", "EPD", "GOOG", "XOM", "LLY", "TSLA", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 63
- Total Value
- 466268190
- Accession Number
- 0001951757-25-000465
- Form Type
- 13F-HR
- Manager Name
- Mountain-Capital-Investment-Advisors
Data Enrichment
71% identified45 identified18 unidentified
Holdings
63 positions • $466.3M total value
Manager:
Search and click to pin securities to the top
Page 2 of 4
Shares:63.0K
Value:$953.8K
% of Portfolio:0.2% ($953.8K/$466.3M)
Shares:582
Value:$568.1K
% of Portfolio:0.1% ($568.1K/$466.3M)
464289859
Shares:7.4K
Value:$560.1K
% of Portfolio:0.1% ($560.1K/$466.3M)
464289867
Shares:8.8K
Value:$502.2K
% of Portfolio:0.1% ($502.2K/$466.3M)
Shares:154.4K
Value:$498.8K
% of Portfolio:0.1% ($498.8K/$466.3M)
46137V142
Shares:6.6K
Value:$427.9K
% of Portfolio:0.1% ($427.9K/$466.3M)
46654Q724
Shares:7.0K
Value:$410.8K
% of Portfolio:0.1% ($410.8K/$466.3M)
78468R747
Shares:3.6K
Value:$407.8K
% of Portfolio:0.1% ($407.8K/$466.3M)
464287291
Shares:5.3K
Value:$403.8K
% of Portfolio:0.1% ($403.8K/$466.3M)
Shares:3.1K
Value:$335.5K
% of Portfolio:0.1% ($335.5K/$466.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NVIDIA CORP(NVDAcusip67066G104) | 10.3K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$466.3M) | ||
| 63.0K | All Managers (Combined) | $953.8K | 0.2% ($953.8K/$466.3M) | |||
| 1.3K | All Managers (Combined) | $630.5K | 0.1% ($630.5K/$466.3M) | |||
| 582 | QoQ +1.57% (+9)YoY -1.68% (-10) | All Managers (Combined) | $568.1K | 0.1% ($568.1K/$466.3M) | ||
(cusip464289859)✕ | 7.4K | All Managers (Combined) | $560.1K | 0.1% ($560.1K/$466.3M) | ||
(cusip464289867)✕ | 8.8K | All Managers (Combined) | $502.2K | 0.1% ($502.2K/$466.3M) | ||
| 154.4K | All Managers (Combined) | $498.8K | 0.1% ($498.8K/$466.3M) | |||
| 873 | QoQ -4.06% (-37)YoY +0.57% (+5) | All Managers (Combined) | $479.6K | 0.1% ($479.6K/$466.3M) | ||
(cusip46137V142)✕ | 6.6K | All Managers (Combined) | $427.9K | 0.1% ($427.9K/$466.3M) | ||
(cusip46654Q724)✕ | 7.0K | YoY NEW(+7.0K) | All Managers (Combined) | $410.8K | 0.1% ($410.8K/$466.3M) | YoY NEW(+$410.8K) |
(cusip78468R747)✕ | 3.6K | QoQ -1.69% (-63) | All Managers (Combined) | $407.8K | 0.1% ($407.8K/$466.3M) | |
(cusip464287291)✕ | 5.3K | All Managers (Combined) | $403.8K | 0.1% ($403.8K/$466.3M) | ||
ELI LILLY & Co(LLYcusip532457108) | 444 | QoQ +19.67% (+73)YoY NEW(+444) | All Managers (Combined) | $381.8K | 0.1% ($381.8K/$466.3M) | YoY NEW(+$381.8K) |
| 18.7K | QoQ +1.18% (-218)YoY +4.95% (+881) | All Managers (Combined) | $374.1K | 0.1% ($374.1K/$466.3M) | ||
| 1.4K | All Managers (Combined) | $372.9K | 0.1% ($372.9K/$466.3M) | |||
| 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $369.7K | 0.1% ($369.7K/$466.3M) | QoQ NEW(+$369.7K) YoY NEW(+$369.7K) | |
| 1.0K | QoQ +10.03% (-95)YoY NEW(+1.0K) | All Managers (Combined) | $365.1K | 0.1% ($365.1K/$466.3M) | YoY NEW(+$365.1K) | |
| 3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $335.5K | 0.1% ($335.5K/$466.3M) | QoQ NEW(+$335.5K) YoY NEW(+$335.5K) | |
| 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $317.4K | 0.1% ($317.4K/$466.3M) | QoQ NEW(+$317.4K) YoY NEW(+$317.4K) | |
Alphabet Inc.(GOOGcusip02079K107) | 1.9K | All Managers (Combined) | $304.4K | 0.1% ($304.4K/$466.3M) |