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  Name: Mountain Capital Investment Advisors Inc
  City: DENVER
  State: CO
  Zip: 80229
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $356,751,000
  Total Value Change : $60,772,000
  Securities Held Change : -15
   
All Securities Held : 47
  New Positions : 10
  Closed Positions : 26
  Increased Positions : 18
  Unchanged Positions : 1
  Decreased Positions : 18

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 2 - $376.25 $82,743,000 241,354 23.19% 6,884,000 -5,142 0.09    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 7 - $177.81 $5,513,000 31,169 1.55% -2,351,000 -1,535 0.001    Auto Manufacturers
   (VYMI)1 Year Chart         VYMI Vanguard International High... 11 - $0.00 $3,117,000 45,011 0.87% -75,470,000 -1,134,437 0.05    N/A
   (ULCC)1 Year Chart         ULCC Frontier Group Holdings, Inc. 15 - $0.00 $1,086,000 147,789 0.3% 312,000 -242 0.061    N/A
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 18 - $56.61 $568,000 10,284 0.16% -29,000 -1,033 0.035    Closed - End Fund - Debt
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 20 - $549.64 $453,000 868 0.13% 6,000 -69 0    Closed - End Fund - E...
   (RXST)1 Year Chart         RXST Rxsight, Inc. 22 - $57.07 $441,000 8,000 0.12% -107,000 -4,100 0.022    N/A
   (AOA)1 Year Chart         AOA iShares Trust 24 - $75.08 $410,000 5,618 0.11% 18,000 -87 0.031    Closed - End Fund - Debt
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 28 - $109.38 $324,000 2,671 0.09% -1,017,000 -10,617 0    Integrated Oil & Gas
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 29 - $0.00 $300,000 3,647 0.08% 9,000 -66 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 30 - $0.00 $299,000 2,620 0.08% 3,000 -206 0    N/A
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 31 - $66.39 $296,000 4,495 0.08% 25,000 -80 0.016    Closed - End Fund - Debt
   (SHE)1 Year Chart         SHE Spdr Ssga Gender Diversity ... 33 - $107.46 $294,000 2,793 0.08% 17,000 -121 0    N/A
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 32 - $84.80 $294,000 3,944 0.08% 21,000 -145 0.161    Closed - End Fund - E...
   (BAC)1 Year Chart         BAC Bank of America Corp 39 - $39.99 $226,000 5,988 0.06% 21,000 -18 0    Domestic Money Center...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 41 - $56.11 $214,000 3,700 0.06% 11,000 -23 0.003    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 42 - $35.71 $213,000 5,954 0.06% 12,000 -1 0.001    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 44 - $504.28 $211,000 442 0.06% -36,000 -123 0    Closed - End Fund - E...
      18 Records Found
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Page 1 of 1
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