$227 Million is the total value of MCIA Inc's 65 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $45,615,102 | – | 497,818 | +100.0% | 20.10% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $28,369,718 | – | 441,896 | +100.0% | 12.50% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $1,027,659 | – | 8,338 | +100.0% | 0.45% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $215,861 | – | 3,335 | +100.0% | 0.10% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $208,254 | – | 3,303 | +100.0% | 0.09% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $209,434 | – | 10,583 | +100.0% | 0.09% | – |
| LIACF | New | AMERICAN LITHIUM CORP | $27,895 | – | 11,203 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-14
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.