0001754960-23-000218.txt : 20230726 0001754960-23-000218.hdr.sgml : 20230726 20230725195303 ACCESSION NUMBER: 0001754960-23-000218 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230725 EFFECTIVENESS DATE: 20230726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MCIA Inc CENTRAL INDEX KEY: 0001714506 IRS NUMBER: 320671885 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18140 FILM NUMBER: 231109821 BUSINESS ADDRESS: STREET 1: 12235 PECOS ST, SUITE 100 CITY: WESTMINSTER STATE: CO ZIP: 80234 BUSINESS PHONE: 7205000050 MAIL ADDRESS: STREET 1: 12235 PECOS ST, SUITE 100 CITY: WESTMINSTER STATE: CO ZIP: 80234 FORMER COMPANY: FORMER CONFORMED NAME: Mountain Capital Investment Advisors, Inc DATE OF NAME CHANGE: 20170810 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001714506 XXXXXXXX 06-30-2023 06-30-2023 MCIA Inc
12235 PECOS ST, SUITE 100 WESTMINSTER CO 80234
13F HOLDINGS REPORT 028-18140 N
Aryn Sands Agent 844-844-3453 Aryn Sands Reno NV 07-25-2023 0 70 264915473 false
INFORMATION TABLE 2 MountainCapital.xml AMAZON COM INC COM 023135106 661774 5138 SH SOLE 0 0 0 5138 AMERICAN LITHIUM CORP COM NEW 027259209 22294 11203 SH SOLE 0 0 0 11203 APPLE INC COM 037833100 4415678 22909 SH SOLE 0 0 0 22909 AT&T INC COM 00206R102 1399575 93617 SH SOLE 0 0 0 93617 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 690170 1974 SH SOLE 0 0 0 1974 CHEVRON CORP NEW COM 166764100 1944039 12014 SH SOLE 0 0 0 12014 CISCO SYS INC COM 17275R102 1988543 37442 SH SOLE 0 0 0 37442 CITIGROUP INC COM NEW 172967424 1660606 34843 SH SOLE 0 0 0 34843 COCA COLA CO COM 191216100 1953053 31269 SH SOLE 0 0 0 31269 COSTCO WHSL CORP NEW COM 22160K105 295250 524 SH SOLE 0 0 0 524 CROWN CASTLE INC COM 22822V101 1388324 12455 SH SOLE 0 0 0 12455 DUKE ENERGY CORP NEW COM NEW 26441C204 1414874 14930 SH SOLE 0 0 0 14930 EA SERIES TRUST MORGAN DEMPSEY L 02072L482 12422310 509403 SH SOLE 0 576 0 508827 ENBRIDGE INC COM 29250N105 1563502 41450 SH SOLE 0 0 0 41450 EXXON MOBIL CORP COM 30231G102 2525666 23935 SH SOLE 0 0 0 23935 FLAHERTY & CRUMRINE PFD SECS COM 338478100 885694 64839 SH SOLE 0 166 0 64672 FLOTEK INDS INC DEL COM 343389102 8917 10429 SH SOLE 0 0 0 10429 FRONTIER GROUP HLDGS INC COM 35909R108 970706 98649 SH SOLE 0 0 0 98649 FS KKR CAP CORP COM 302635206 342653 17158 SH SOLE 0 0 0 17158 GENERAL DYNAMICS CORP COM 369550108 1612176 7408 SH SOLE 0 0 0 7408 GENERAL MLS INC COM 370334104 1795949 23249 SH SOLE 0 0 0 23249 GILEAD SCIENCES INC COM 375558103 2165521 27885 SH SOLE 0 0 0 27885 HASBRO INC COM 418056107 1192773 18356 SH SOLE 0 0 0 18356 INTERNATIONAL BUSINESS MACHS COM 459200101 1802129 12915 SH SOLE 0 0 0 12915 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 219568 3772 SH SOLE 0 0 0 3772 ISHARES TR GRWT ALLOCAT ETF 464289867 582023 11225 SH SOLE 0 0 0 11225 ISHARES TR MSCI USA MIN VOL 46429B697 255672 3368 SH SOLE 0 0 0 3368 ISHARES TR GL CLEAN ENE ETF 464288224 321107 17153 SH SOLE 0 0 0 17153 ISHARES TR S&P 500 GRWT ETF 464287309 209602 2916 SH SOLE 0 0 0 2916 ISHARES TR ESG AWR MSCI USA 46435G425 292206 2918 SH SOLE 0 0 0 2918 ISHARES TR AGGRES ALLOC ETF 464289859 402175 5983 SH SOLE 0 0 0 5983 ISHARES TR US INFRASTRUC 46435U713 1035569 25709 SH SOLE 0 30 0 25679 ISHARES TR GLOBAL TECH ETF 464287291 220448 3515 SH SOLE 0 0 0 3515 ISHARES TR CORE S&P500 ETF 464287200 510433 1118 SH SOLE 0 0 0 1118 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 940049 16811 SH SOLE 0 0 0 16811 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 583362 11976 SH SOLE 0 0 0 11976 JOHNSON & JOHNSON COM 478160104 1651817 9655 SH SOLE 0 0 0 9655 KRAFT HEINZ CO COM 500754106 1570185 43196 SH SOLE 0 0 0 43196 LOCKHEED MARTIN CORP COM 539830109 1943704 4255 SH SOLE 0 0 0 4255 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 660643 7275 SH SOLE 0 0 0 7275 MCDONALDS CORP COM 580135101 1907079 6458 SH SOLE 0 0 0 6458 MEDTRONIC PLC SHS G5960L103 807095 9093 SH SOLE 0 0 0 9093 MERCK & CO INC COM 58933Y105 2209440 20309 SH SOLE 0 0 0 20309 MICROSOFT CORP COM 594918104 938943 2721 SH SOLE 0 0 0 2721 PEMBINA PIPELINE CORP COM 706327103 1700597 53512 SH SOLE 0 0 0 53512 PFIZER INC COM 717081103 1882872 50197 SH SOLE 0 0 0 50197 PHILIP MORRIS INTL INC COM 718172109 1700948 17424 SH SOLE 0 0 0 17424 PHILLIPS 66 COM 718546104 2138947 20018 SH SOLE 0 0 0 20018 PROCTER AND GAMBLE CO COM 742718109 1751826 11418 SH SOLE 0 0 0 11418 PRUDENTIAL FINL INC COM 744320102 1558724 16149 SH SOLE 0 0 0 16149 RIO TINTO PLC SPONSORED ADR 767204100 1439437 21475 SH SOLE 0 0 0 21475 RXSIGHT INC COM 78349D107 370865 12100 SH SOLE 0 0 0 12100 SOUTHERN CO COM 842587107 1756360 24076 SH SOLE 0 0 0 24076 SOUTHWEST AIRLS CO COM 844741108 268146 7208 SH SOLE 0 0 0 7208 SPDR SER TR SPDR MSCI USA GE 78468R747 217283 2404 SH SOLE 0 0 0 2404 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2032448 22162 SH SOLE 0 0 0 22162 TESLA INC COM 88160R101 8862298 32938 SH SOLE 0 0 0 32938 UNITED PARCEL SERVICE INC CL B 911312106 1826583 9698 SH SOLE 0 0 0 9698 US BANCORP DEL COM NEW 902973304 1567811 39934 SH SOLE 0 0 0 39934 VANGUARD INDEX FDS SMALL CP ETF 922908751 13987364 67976 SH SOLE 0 17 0 67959 VANGUARD INDEX FDS TOTAL STK MKT 922908769 206723 913 SH SOLE 0 0 0 913 VANGUARD INDEX FDS GROWTH ETF 922908736 64757660 224947 SH SOLE 0 58 0 224889 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 346975 831 SH SOLE 0 0 0 831 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 21720868 518522 SH SOLE 0 140 0 518382 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 238179 3303 SH SOLE 0 0 0 3303 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 67098172 1027537 SH SOLE 0 270 0 1027267 VERIZON COMMUNICATIONS INC COM 92343V104 1527529 44954 SH SOLE 0 0 0 44954 VISA INC COM CL A 92826C839 946937 3933 SH SOLE 0 0 0 3933 WALGREENS BOOTS ALLIANCE INC COM 931427108 1265752 41310 SH SOLE 0 0 0 41310 WP CAREY INC COM 92936U109 1360873 18650 SH SOLE 0 0 0 18650