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Mcia Inc Top Holdings and 13F Report (2025)

About Mcia Inc

Investment Activity

  • Mcia Inc has $466.27 million in total holdings as of March 31, 2025.
  • Mcia Inc owns shares of 63 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 17.83% of the portfolio was purchased this quarter.
  • About 13.11% of the portfolio was sold this quarter.
  • This quarter, Mcia Inc has purchased 62 new stocks and bought additional shares in 36 stocks.
  • Mcia Inc sold shares of 17 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

00162Q205 - ALPS Equal Sector Weight ETF
$43,695,161 Holding
742718109 - Procter & Gamble
$369,725 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$335,519 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF
$317,377 Holding
32076V103 - First Majestic Silver
$123,696 Holding

Largest Purchases this Quarter

ALPS Equal Sector Weight ETF
1,074,383 shares (about $43.70M)
Vanguard Value ETF
107,665 shares (about $17.77M)
Vanguard FTSE Developed Markets ETF
142,201 shares (about $7.44M)
Vanguard Growth ETF
12,215 shares (about $4.53M)
Vanguard Small-Cap ETF
14,773 shares (about $3.18M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
94,244 shares (about $47.35M)
Vanguard S&P Mid-Cap 400 ETF
45,452 shares (about $4.37M)
Tesla
16,580 shares (about $4.30M)
Vanguard FTSE Emerging Markets ETF
48,203 shares (about $2.17M)
Hartford Total Return Bond ETF
15,064 shares (about $506.30K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMcia Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$120,292,511$17,773,343 17.3%728,69225.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$98,109,263$4,530,796 4.8%264,50221.0%ETF
ALPS Equal Sector Weight ETF stock logo
EQL
ALPS Equal Sector Weight ETF
$43,695,161$43,695,161 New Holding1,074,3839.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$38,112,756$7,438,535 24.3%728,5948.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$36,257,007$3,180,632 9.6%168,4027.8%ETF
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$33,074,907$506,301 -1.5%984,0797.1%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$29,217,467$4,372,034 -13.0%303,7476.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$12,688,920$1,873,584 17.3%231,4652.7%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$9,183,825$1,765,164 23.8%181,3912.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,558,238$2,170,102 -22.3%167,8861.6%ETF
Apple Inc. stock logo
AAPL
Apple
$5,062,571$70,429 1.4%24,2961.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,984,075$4,302,759 -51.9%15,3520.9%Auto/Tires/Trucks
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$3,581,739$216,802 -5.7%70,8410.8%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,663,500$49,524 1.9%35,4420.6%ETF
Visa Inc. stock logo
V
Visa
$1,624,373$13,092 0.8%4,8390.3%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,522,717$179,174 13.3%2,8640.3%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$1,458,562$79,783 5.8%3,7660.3%Computer and Technology
RSPE
Invesco ESG S&P 500 Equal Weight ETF
$1,428,883$266,486 22.9%57,1100.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,270,633$5,782 -0.5%6,8120.3%Retail/Wholesale
ISHARES BITCOIN TRUST ETF
$1,202,877$15,871 -1.3%22,5850.3%SHS BEN INT
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,092,640$350,483 47.2%10,2660.2%Computer and Technology
Flaherty & Crumrine Preferred Securities Income Fund Inc. stock logo
FFC
Flaherty & Crumrine Preferred Securities Income Fund
$953,819$396,644 -29.4%62,9580.2%Financial Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$630,519$47,348,711 -98.7%1,2550.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$568,092$8,785 1.6%5820.1%Retail/Wholesale
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$560,115$8,344 1.5%7,3840.1%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$502,198$36,169 -6.7%8,8030.1%ETF
Frontier Group Holdings, Inc. stock logo
ULCC
Frontier Group
$498,783$25,097 -4.8%154,4220.1%Transportation
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$479,621$20,328 -4.1%8730.1%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$427,930$3,547 0.8%6,6350.1%ETF
J P MORGAN EXCHANGE TRADED F
$410,813$125,703 44.1%6,9840.1%HEDGED EQUITY LA
SPDR MSCI USA Gender Diversity Index ETF stock logo
SHE
SPDR MSCI USA Gender Diversity Index ETF
$407,846$7,049 -1.7%3,6450.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$403,758$21,286 5.6%5,3490.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$381,773$62,769 19.7%4440.1%Medical
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$374,057$4,369 1.2%18,6650.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$372,867$43,044 13.1%1,3860.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$369,725$369,725 New Holding2,3180.1%Consumer Staples
Strategy Incorporated stock logo
MSTR
Strategy
$365,054$33,282 10.0%1,0420.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$335,519$335,519 New Holding3,1130.1%CL A
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$317,377$317,377 New Holding1,8930.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$304,365$17,600 6.1%1,8850.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$295,486$22,705 8.3%2,7200.1%Energy
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$290,541$9,004 3.2%3,1300.1%ETF
GRAYSCALE BITCOIN TRUST ETF
$289,766$74 0.0%3,9200.1%SHS REP COM UT
Meta Platforms, Inc. stock logo
META
Meta Platforms
$288,782$18,648 -6.1%5420.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$269,182$7,341 -2.7%1,1000.1%Finance
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$263,488$1,188 0.5%17,9610.1%Miscellaneous
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$251,065$71,684 40.0%9,4880.1%Transportation
Invesco QQQ stock logo
QQQ
Invesco QQQ
$243,091$28,049 13.0%5200.1%Finance
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$239,955$33,435 -12.2%1,1770.1%Finance
Bank of America Co. stock logo
BAC
Bank of America
$235,122$16,546 7.6%5,9400.1%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$228,766$49,901 27.9%1,1140.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$219,119$1,071 0.5%4090.0%Business Services
Chevron Co. stock logo
CVX
Chevron
$218,705$30,171 16.0%1,5730.0%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$216,452$7,481 3.6%6,9150.0%Energy
Shopify Inc. stock logo
SHOP
Shopify
$215,257$14,553 7.3%2,2630.0%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$210,238$17,474 9.1%1,1550.0%ETF
SPROTT PHYSICAL SILVER TR
$193,544$6,424 3.4%17,1430.0%TR UNIT
First Majestic Silver Corp. stock logo
AG
First Majestic Silver
$123,696$123,696 New Holding19,8230.0%Basic Materials
SPFF
Global X SuperIncome Preferred ETF
$111,349$111,349 New Holding12,7110.0%ETF
Platinum Group Metals Ltd. stock logo
PLG
Platinum Group Metals
$63,7590.0%51,0070.0%Basic Materials
Ambev S.A. stock logo
ABEV
Ambev
$27,2740.0%11,0870.0%Consumer Staples
HIVE Digital Technologies Ltd. stock logo
HIVE
HIVE Digital Technologies
$19,393$19,393 New Holding11,2750.0%Finance
INTERNATIONAL TOWER HILL MIN
$7,3040.0%11,2390.0%COM
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$0$514,668 -100.0%00.0%ETF
RxSight, Inc. stock logo
RXST
RxSight
$0$266,794 -100.0%00.0%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$236,149 -100.0%00.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$215,655 -100.0%00.0%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$212,939 -100.0%00.0%Utilities
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$0$206,283 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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