Investment company Mountain Capital Investment Advisors, Inc (Current Portfolio) buys BTC iShares MSCI EAFE Value ETF, BTC iShares MSCI EAFE Growth ETF, Invesco S&P 500 Equal Weight ETF, iShares MSCI EM ESG Select ETF, Amazon.com Inc, sells Schwab International Equity ETF, iShares Core S&P 500 ETF, iShares Core Total USD Bond Market ETF, BTC iShares U.S. Treasury Bond ETF, Schwab International Small-Cap Equity ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Mountain Capital Investment Advisors, Inc. As of 2021Q4, Mountain Capital Investment Advisors, Inc owns 117 stocks with a total value of $221 million. These are the details of the buys and sells.
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New Purchases: WBA, USMV, AOR, BIGC, WRBY, VONG, DOCU, SPDW,
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Added Positions: EFV, EFG, RSP, ESGE, AMZN, MA, IBM, ULCC, PSX, PFE, CSCO, RIO, CCI, CRM, FHN, ZTS, ABT, GILD, PG, ADSK, ACN, DUK, WPC, GIS, MCD, SO, NOW, HPQ, GLOB, UPS, GD, ENB, ABNB, UNH, MRK, ADBE, USB, V, PM, IT, T, PRU, NTRS, KO, NFLX, EMR, LMT, VZ, JNJ, MO, DCT, MEDP, DLR, GOOG, PPL, WING, KMB, EXPO, IPG, PYPL, FOXF, FSK, TRUP, QLYS, SBUX, OLO, NKE, PGNY, AMN, ALGN, YETI, ILMN, BL, GSHD, MSCI, HLI, ALTR, ALRM, RVLV, TSLA, APPF, HELE, DAVA, PCTY, MBUU, COIN, BRK.B, ICLN, COST, LUV,
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Reduced Positions: SCHF, IVV, SCHC, ESGU, VLUE, IXN, MSFT, ISRG, IJR, IXG, AAPL, FB, GOOGL, XOM, CVX, IYE,
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Sold Out: IUSB, GOVT, TIP, IGSB, WM, FALN, COMT, MBB, ETSY, SLP, JPM, AMT, TLH,
For the details of Mountain Capital Investment Advisors, Inc’s stock buys and sells,
go to https://www.gurufocus.com/guru/mountain+capital+investment+advisors%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of Mountain Capital Investment Advisors, Inc
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BTC iShares MSCI EAFE Value ETF (EFV) – 442,045 shares, 10.52% of the total portfolio. Shares added by 451.52%
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BTC iShares MSCI EAFE Growth ETF (EFG) – 139,194 shares, 6.70% of the total portfolio. Shares added by 299.66%
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iShares MSCI USA ESG Optimized ETF (ESGU) – 92,313 shares, 4.45% of the total portfolio. Shares reduced by 13.71%
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Invesco S&P 500 Equal Weight ETF (RSP) – 55,878 shares, 4.12% of the total portfolio. Shares added by 3590.75%
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iShares MSCI EM ESG Select ETF (ESGE) – 214,133 shares, 3.95% of the total portfolio. Shares added by 225.10%
New Purchase: Walgreens Boots Alliance Inc (WBA)
Mountain Capital Investment Advisors, Inc initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $43.72 and $52.25, with an estimated average price of $48.45. The stock is now traded at around $53.910000. The impact to a portfolio due to this purchase was 0.73%. The holding were 29,724 shares as of 2021-12-31.
New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)
Mountain Capital Investment Advisors, Inc initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now traded at around $78.710000. The impact to a portfolio due to this purchase was 0.48%. The holding were 13,443 shares as of 2021-12-31.
New Purchase: iShares Core Growth Allocation ETF (AOR)
Mountain Capital Investment Advisors, Inc initiated holding in iShares Core Growth Allocation ETF. The purchase prices were between $54.82 and $57.36, with an estimated average price of $56.38. The stock is now traded at around $56.910000. The impact to a portfolio due to this purchase was 0.3%. The holding were 11,513 shares as of 2021-12-31.
New Purchase: BigCommerce Holdings Inc (BIGC)
Mountain Capital Investment Advisors, Inc initiated holding in BigCommerce Holdings Inc. The purchase prices were between $35.37 and $62.74, with an estimated average price of $46.88. The stock is now traded at around $33.600000. The impact to a portfolio due to this purchase was 0.26%. The holding were 16,851 shares as of 2021-12-31.
New Purchase: Warby Parker Inc (WRBY)
Mountain Capital Investment Advisors, Inc initiated holding in Warby Parker Inc. The purchase prices were between $43.15 and $59.5, with an estimated average price of $51.94. The stock is now traded at around $37.100000. The impact to a portfolio due to this purchase was 0.24%. The holding were 13,887 shares as of 2021-12-31.
New Purchase: Vanguard Russell 1000 Growth Index Fund (VONG)
Mountain Capital Investment Advisors, Inc initiated holding in Vanguard Russell 1000 Growth Index Fund. The purchase prices were between $69.56 and $79.55, with an estimated average price of $76.21. The stock is now traded at around $75.780000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,545 shares as of 2021-12-31.
Added: BTC iShares MSCI EAFE Value ETF (EFV)
Mountain Capital Investment Advisors, Inc added to a holding in BTC iShares MSCI EAFE Value ETF by 451.52%. The purchase prices were between $47.67 and $51.35, with an estimated average price of $50.11. The stock is now traded at around $53.070000. The impact to a portfolio due to this purchase was 8.61%. The holding were 442,045 shares as of 2021-12-31.
Added: BTC iShares MSCI EAFE Growth ETF (EFG)
Mountain Capital Investment Advisors, Inc added to a holding in BTC iShares MSCI EAFE Growth ETF by 299.66%. The purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now traded at around $107.180000. The impact to a portfolio due to this purchase was 5.02%. The holding were 139,194 shares as of 2021-12-31.
Added: Invesco S&P 500 Equal Weight ETF (RSP)
Mountain Capital Investment Advisors, Inc added to a holding in Invesco S&P 500 Equal Weight ETF by 3590.75%. The purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now traded at around $162.610000. The impact to a portfolio due to this purchase was 4.01%. The holding were 55,878 shares as of 2021-12-31.
Added: iShares MSCI EM ESG Select ETF (ESGE)
Mountain Capital Investment Advisors, Inc added to a holding in iShares MSCI EM ESG Select ETF by 225.10%. The purchase prices were between $38.5 and $42.49, with an estimated average price of $40.57. The stock is now traded at around $41.370000. The impact to a portfolio due to this purchase was 2.73%. The holding were 214,133 shares as of 2021-12-31.
Added: Amazon.com Inc (AMZN)
Mountain Capital Investment Advisors, Inc added to a holding in Amazon.com Inc by 104.93%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3304.140000. The impact to a portfolio due to this purchase was 1.05%. The holding were 1,371 shares as of 2021-12-31.
Added: Mastercard Inc (MA)
Mountain Capital Investment Advisors, Inc added to a holding in Mastercard Inc by 49.01%. The purchase prices were between $306.28 and $369.56, with an estimated average price of $345.75. The stock is now traded at around $367.310000. The impact to a portfolio due to this purchase was 0.38%. The holding were 7,066 shares as of 2021-12-31.
Sold Out: iShares Core Total USD Bond Market ETF (IUSB)
Mountain Capital Investment Advisors, Inc sold out a holding in iShares Core Total USD Bond Market ETF. The sale prices were between $52.47 and $53.31, with an estimated average price of $52.9.
Sold Out: BTC iShares U.S. Treasury Bond ETF (GOVT)
Mountain Capital Investment Advisors, Inc sold out a holding in BTC iShares U.S. Treasury Bond ETF. The sale prices were between $26.19 and $26.72, with an estimated average price of $26.43.
Sold Out: iShares TIPS Bond ETF (TIP)
Mountain Capital Investment Advisors, Inc sold out a holding in iShares TIPS Bond ETF. The sale prices were between $126.62 and $129.87, with an estimated average price of $128.15.
Sold Out: iShares 1-3 Year Credit Bond ETF (IGSB)
Mountain Capital Investment Advisors, Inc sold out a holding in iShares 1-3 Year Credit Bond ETF. The sale prices were between $53.7 and $54.33, with an estimated average price of $53.95.
Sold Out: Waste Management Inc (WM)
Mountain Capital Investment Advisors, Inc sold out a holding in Waste Management Inc. The sale prices were between $148.83 and $166.9, with an estimated average price of $161.05.
Sold Out: iShares Fallen Angels USD Bond ETF (FALN)
Mountain Capital Investment Advisors, Inc sold out a holding in iShares Fallen Angels USD Bond ETF. The sale prices were between $29.31 and $30.2, with an estimated average price of $29.76.
Here is the complete portfolio of Mountain Capital Investment Advisors, Inc. Also check out:
1. Mountain Capital Investment Advisors, Inc’s Undervalued Stocks
2. Mountain Capital Investment Advisors, Inc’s Top Growth Companies, and
3. Mountain Capital Investment Advisors, Inc’s High Yield stocks
4. Stocks that Mountain Capital Investment Advisors, Inc keeps buyingThis article first appeared on GuruFocus.
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