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Size ($ in 1000's)
At 03/31/2024: $356,857
At 12/31/2023: $295,919
MCIA Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MCIA Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the MCIA Inc top holdings by largest position size, as per the latest 13f filing made by MCIA Inc.
In the MCIA Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by MCIA Inc in that top holding, then the share count change between reporting periods, and finally the MCIA Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD TAX MANAGED FDS (VEA) |
1,709,899 |
+1,709,899 |
$85,427 | | VEA | 1,709,899 | +1,709,899 | $85,427 | | VANGUARD INDEX FDS (VUG) |
241,354 |
-5,142 |
$82,743 | | VUG | 241,354 | -5,142 | $82,743 | | VANGUARD INDEX FDS (VTV) |
453,940 |
+177,082 |
$72,994 | | VTV | 453,940 | +177,082 | $72,994 | | VANGUARD INTL EQUITY INDEX F (VWO) |
706,040 |
+70,675 |
$30,183 | | VWO | 706,040 | +70,675 | $30,183 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
626,791 |
+626,791 |
$28,920 | | JCPB | 626,791 | +626,791 | $28,920 | | VANGUARD INDEX FDS (VB) |
89,210 |
+8,293 |
$20,098 | | VB | 89,210 | +8,293 | $20,098 | | TESLA INC |
31,169 |
-1,535 |
$5,513 | | TSLA | 31,169 | -1,535 | $5,513 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
83,853 |
+60,531 |
$4,797 | | JEPI | 83,853 | +60,531 | $4,797 | | APPLE INC |
22,970 |
+1,079 |
$3,897 | | AAPL | 22,970 | +1,079 | $3,897 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
62,065 |
+47,020 |
$3,338 | | JEPQ | 62,065 | +47,020 | $3,338 | | VANGUARD WHITEHALL FDS (VYMI) |
45,011 |
-1,134,437 |
$3,117 | | VYMI | 45,011 | -1,134,437 | $3,117 | | MICROSOFT CORP |
3,398 |
+294 |
$1,448 | | MSFT | 3,398 | +294 | $1,448 | | VISA INC |
4,782 |
+162 |
$1,323 | | V | 4,782 | +162 | $1,323 | | FRONTIER GROUP HLDGS INC |
147,789 |
-242 |
$1,199 | | ULCC | 147,789 | -242 | $1,199 | | AMAZON COM INC |
5,947 |
+865 |
$1,104 | | AMZN | 5,947 | +865 | $1,104 | | FLAHERTY & CRUMRINE PFD SECS |
65,752 |
+1,893 |
$956 | | FFC | 65,752 | +1,893 | $956 |  BERKSHIRE HATHAWAY INC DEL |
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$896 | | BRK.B | 2,160 | +144 | $896 | | ISHARES TR (AOR) |
10,284 |
-1,033 |
$568 | | AOR | 10,284 | -1,033 | $568 | | PIMCO ETF TR (MINT) |
5,058 |
+5,058 |
$507 | | MINT | 5,058 | +5,058 | $507 | | ISHARES TR (IVV) |
868 |
-69 |
$453 | | IVV | 868 | -69 | $453 | | ISHARES TR (ICLN) |
31,792 |
+4,735 |
$451 | | ICLN | 31,792 | +4,735 | $451 | | RXSIGHT INC |
8,000 |
-4,100 |
$441 | | RXST | 8,000 | -4,100 | $441 | | COSTCO WHSL CORP NEW |
592 |
+56 |
$425 | | COST | 592 | +56 | $425 | | ISHARES TR (AOA) |
5,618 |
-87 |
$410 | | AOA | 5,618 | -87 | $410 | | NVIDIA CORPORATION |
431 |
+431 |
$368 | | NVDA | 431 | +431 | $368 | | FS KKR CAP CORP |
17,784 |
+215 |
$343 | | FSK | 17,784 | +215 | $343 | | COINBASE GLOBAL INC |
1,393 |
+5 |
$338 | | COIN | 1,393 | +5 | $338 | | EXXON MOBIL CORP |
2,671 |
-10,617 |
$324 | | XOM | 2,671 | -10,617 | $324 | | ISHARES TR (USMV) |
3,647 |
-66 |
$300 | | USMV | 3,647 | -66 | $300 | | ISHARES TR (ESGU) |
2,620 |
-206 |
$299 | | ESGU | 2,620 | -206 | $299 | | INVESCO EXCHANGE TRADED FD T (PHO) |
4,495 |
-80 |
$296 | | PHO | 4,495 | -80 | $296 | | ISHARES TR (IXN) |
3,944 |
-145 |
$294 | | IXN | 3,944 | -145 | $294 | | SPDR SER TR (SHE) |
2,793 |
-121 |
$294 | | SHE | 2,793 | -121 | $294 | | META PLATFORMS INC |
566 |
+566 |
$293 | | META | 566 | +566 | $293 | | GRAYSCALE BITCOIN TR BTC |
4,364 |
+4,364 |
$268 | | GBTC | 4,364 | +4,364 | $268 | | ISHARES TR (IVW) |
2,900 |
+2,900 |
$244 | | IVW | 2,900 | +2,900 | $244 | | SOUTHWEST AIRLS CO |
8,183 |
+46 |
$238 | | LUV | 8,183 | +46 | $238 | | ALPHABET INC |
1,502 |
+1,502 |
$237 | | GOOG | 1,502 | +1,502 | $237 | | BANK AMERICA CORP |
5,988 |
-18 |
$226 | | BAC | 5,988 | -18 | $226 | | VANGUARD INDEX FDS (VTI) |
833 |
+833 |
$215 | | VTI | 833 | +833 | $215 | | ISHARES TR (IHI) |
3,700 |
-23 |
$214 | | IHI | 3,700 | -23 | $214 | | SPDR INDEX SHS FDS (SPDW) |
5,954 |
-1 |
$213 | | SPDW | 5,954 | -1 | $213 | | ISHARES TR (VLUE) |
1,997 |
+20 |
$212 | | VLUE | 1,997 | +20 | $212 | | VANGUARD INDEX FDS (VOO) |
442 |
-123 |
$211 | | VOO | 442 | -123 | $211 | | GLOBAL X FDS |
11,046 |
+11,046 |
$103 | | SPFF | 11,046 | +11,046 | $103 | | GINKGO BIOWORKS HOLDINGS INC |
72,943 |
UNCH |
$85 | | DNA | 72,943 | UNCH | $85 |
See Full List: All Stocks Held By MCIA Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MCIA Inc
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