$71.9 Million is the total value of MCIA Inc's 32 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TRrussell 3000 etf | $1,282,000 | -14.7% | 8,723 | 0.0% | 1.78% | +22.6% | |
| QAI | INDEXIQ ETF TRhedge mlti etf | $245,000 | -5.8% | 8,470 | 0.0% | 0.34% | +35.9% | |
| ICLN | ISHARES TRgl clean ene etf | $139,000 | -4.1% | 16,855 | 0.0% | 0.19% | +37.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 25 | Q3 2023 | 2.1% |
| PFIZER INCORPORATED | 25 | Q2 2023 | 1.2% |
| BERKSHIRE HATHAWAY INC DEL | 25 | Q3 2023 | 0.5% |
| ISHARES TRUST S&P | 24 | Q3 2023 | 17.5% |
| AMAZON COM INC | 24 | Q3 2023 | 3.2% |
| LOCKHEED MARTIN CORP | 24 | Q3 2023 | 1.0% |
| CHEVRON CORPORATION | 22 | Q3 2023 | 1.3% |
| VISA INC CL A | 21 | Q3 2023 | 1.8% |
| EXXON MOBIL CORPORATION | 20 | Q3 2023 | 1.6% |
| VERIZON COMMUNICATIONS INC | 20 | Q2 2023 | 1.1% |
View MCIA Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-12 |
View MCIA Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.