MCIA Inc

data from 30/09/2025

Capitalization

$ 567.843 M 9.12 %

Average holding period

7 ans

Performance

$ 170.963 M 61.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MCIA Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VTV VANGUARD INDEX FDS 21.66% 122.974 M $ 658072 2023/09/30 6.858 M $ 5.46 %
2025/09/30 VUG VANGUARD INDEX FDS 20.57% 116.812 M $ 242420 2023/06/30 11.782 M $ 9.50 %
2025/09/30 FNDF SCHWAB STRATEGIC TR 19.86% 112.755 M $ 2604649 2025/09/30 0.000 $ 0.00 %
2025/09/30 HTRB HARTFORD FDS EXCHANGE TRADED 6.94% 39.405 M $ 1145507 2024/09/30 463.529 K $ 1.24 %
2025/09/30 VB VANGUARD INDEX FDS 5.89% 33.453 M $ 131207 2023/06/30 2.430 M $ 7.23 %
2025/09/30 THE ALGER ETF TRUST 5.28% 29.992 M $ 843657 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 4.51% 25.605 M $ 762515 2025/09/30 0.000 $ 0.00 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 2.85% 16.205 M $ 285040 2022/12/31 58.327 K $ 0.44 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 2.05% 11.648 M $ 203638 2023/06/30 553.478 K $ 5.80 %
2025/09/30 TSLA TESLA INC 1.22% 6.929 M $ 15082 2020/09/30 1.840 M $ 42.25 %
2025/09/30 AAPL APPLE INC 1.08% 6.148 M $ 24067 2017/06/30 1.201 M $ 23.80 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.73% 4.125 M $ 81561 2024/09/30 4.026 K $ 0.10 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 0.59% 3.371 M $ 39643 2023/03/31 152.190 K $ 5.69 %
2025/09/30 NVDA NVIDIA CORPORATION 0.38% 2.129 M $ 11373 2024/03/31 304.083 K $ 18.65 %
2025/09/30 MSFT MICROSOFT CORP 0.36% 2.052 M $ 3948 2020/06/30 78.544 K $ 4.17 %
2025/09/30 V VISA INC 0.30% 1.730 M $ 4975 2019/03/31 -69.744 K $ -3.85 %
2025/09/30 RSPE INVESCO EXCH TRADED FD TR II 0.30% 1.685 M $ 58145 2024/09/30 78.587 K $ 4.88 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.29% 1.643 M $ 24615 2024/06/30 86.836 K $ 6.33 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.28% 1.615 M $ 3241 2017/06/30 48.822 K $ 3.47 %
2025/09/30 AMZN AMAZON COM INC 0.27% 1.519 M $ 6884 2018/06/30 1.229 K $ 0.08 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.24% 1.388 M $ 22991 2024/03/31 4.213 M $ 5.11 %
2025/09/30 FFC FLAHERTY & CRUMRINE PFD SECS 0.19% 1.067 M $ 63392 2022/06/30 37.754 K $ 3.67 %
2025/09/30 GLD SPDR GOLD TR 0.14% 811.036 K $ 2278 2025/06/30 34.080 K $ 16.47 %
2025/09/30 EQL ALPS ETF TR 0.14% 784.228 K $ 16989 2025/03/31 2.026 M $ 4.94 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.13% 737.073 K $ 1103 2025/09/30 0.000 $ 0.00 %
2025/09/30 VOO VANGUARD INDEX FDS 0.13% 722.623 K $ 1176 2022/12/31 49.051 K $ 7.81 %
2025/09/30 HELO J P MORGAN EXCHANGE TRADED F 0.12% 700.125 K $ 10758 2024/09/30 16.913 K $ 3.87 %
2025/09/30 AOA ISHARES TR 0.12% 663.685 K $ 7504 2022/03/31 36.085 K $ 5.69 %
2025/09/30 QQQ INVESCO QQQ TR 0.11% 644.289 K $ 1068 2024/09/30 32.113 K $ 8.90 %
2025/09/30 ETHE GRAYSCALE ETHEREUM TRUST ETF 0.11% 640.741 K $ 17958 2024/09/30 240.857 K $ 67.42 %
2025/09/30 RACE FERRARI N V 0.11% 639.273 K $ 1304 2025/09/30 0.000 $ 0.00 %
2025/09/30 ULCC FRONTIER GROUP HLDGS INC 0.11% 630.747 K $ 150716 2021/09/30 122.334 K $ 20.20 %
2025/09/30 MSTR STRATEGY INC 0.11% 604.062 K $ 1785 2024/12/31 -101.868 K $ -21.97 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.10% 592.697 K $ 3205 2025/03/31 146.229 K $ 35.27 %
2025/09/30 AOR ISHARES TR 0.09% 538.713 K $ 8337 2021/12/31 25.008 K $ 4.57 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.09% 524.687 K $ 572 2021/03/31 -35.884 K $ -6.52 %
2025/09/30 PHO INVESCO EXCHANGE TRADED FD T 0.09% 485.269 K $ 6729 2023/06/30 14.223 K $ 3.09 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.09% 484.752 K $ 3730 2025/09/30 0.000 $ 0.00 %
2025/09/30 IXN ISHARES TR 0.08% 470.813 K $ 4517 2023/06/30 53.273 K $ 11.91 %
2025/09/30 ABBV ABBVIE INC 0.08% 462.995 K $ 1895 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHE SPDR SERIES TRUST 0.08% 462.552 K $ 3625 2023/06/30 9.353 K $ 2.11 %
2025/09/30 VTI VANGUARD INDEX FDS 0.08% 452.208 K $ 1373 2024/03/31 33.911 K $ 7.97 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.08% 430.144 K $ 2808 2025/03/31 -13.194 K $ -3.52 %
2025/09/30 LLY ELI LILLY & CO 0.08% 428.778 K $ 519 2024/06/30 -8.777 K $ -2.13 %
2025/09/30 ORCL ORACLE CORP 0.07% 423.870 K $ 1467 2025/06/30 98.172 K $ 28.59 %
2025/09/30 COIN COINBASE GLOBAL INC 0.07% 410.904 K $ 1187 2023/12/31 -15.171 K $ -3.88 %
2025/09/30 GOOG ALPHABET INC 0.07% 407.806 K $ 1661 2024/03/31 119.154 K $ 37.41 %
2025/09/30 META META PLATFORMS INC 0.07% 404.085 K $ 563 2024/03/31 -1.840 K $ -0.52 %
2025/09/30 SHOP SHOPIFY INC 0.07% 396.510 K $ 2651 2024/09/30 84.247 K $ 29.52 %
2025/09/30 IVW ISHARES TR 0.07% 395.522 K $ 3263 2023/03/31 32.837 K $ 9.75 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.07% 383.710 K $ 7038 2023/06/30 813.010 K $ 9.50 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.06% 363.949 K $ 1914 2025/03/31 14.988 K $ 4.33 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.06% 361.332 K $ 3919 2024/03/31 19.359 K $ 5.95 %
2025/09/30 CVX CHEVRON CORP NEW 0.06% 359.145 K $ 2323 2024/09/30 16.831 K $ 8.31 %
2025/09/30 JTEK J P MORGAN EXCHANGE TRADED F 0.06% 357.808 K $ 3877 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV ISHARES TR 0.06% 322.766 K $ 480 2021/09/30 35.525 K $ 7.80 %
2025/09/30 MA MASTERCARD INCORPORATED 0.06% 315.814 K $ 550 2024/09/30 3.524 K $ 1.22 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.06% 312.408 K $ 1005 2024/06/30 26.617 K $ 8.79 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.05% 308.877 K $ 1085 2024/06/30 31.349 K $ 11.41 %
2025/09/30 LUV SOUTHWEST AIRLS CO 0.05% 306.703 K $ 9501 2022/12/31 -5.028 K $ -1.59 %
2025/09/30 BAC BANK AMERICA CORP 0.05% 306.222 K $ 6042 2023/12/31 25.393 K $ 8.87 %
2025/09/30 PSLV SPROTT ASSET MANAGEMENT LP 0.05% 291.638 K $ 18296 2024/06/30 60.999 K $ 28.27 %
2025/09/30 XOM EXXON MOBIL CORP 0.05% 280.366 K $ 2503 2020/06/30 12.612 K $ 4.53 %
2025/09/30 FSK FS KKR CAP CORP 0.05% 279.959 K $ 18891 2021/06/30 -108.630 K $ -27.67 %
2025/09/30 IVE ISHARES TR 0.05% 272.110 K $ 1314 2024/09/30 13.563 K $ 5.62 %
2025/09/30 IVOO VANGUARD ADMIRAL FDS INC 0.05% 259.364 K $ 2342 2024/12/31 31.687 K $ 5.08 %
2025/09/30 NEE NEXTERA ENERGY INC 0.04% 246.820 K $ 3137 2024/12/31 18.386 K $ 8.31 %
2025/09/30 AG FIRST MAJESTIC SILVER CORP 0.04% 235.036 K $ 19171 2025/03/31 95.414 K $ 48.09 %
2025/09/30 UAL UNITED AIRLS HLDGS INC 0.04% 234.988 K $ 2523 2025/09/30 0.000 $ 0.00 %
2025/09/30 PFE PFIZER INC 0.04% 224.277 K $ 8242 2025/06/30 9.907 K $ 4.95 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.04% 221.982 K $ 444 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.04% 219.237 K $ 760 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWF ISHARES TR 0.04% 215.799 K $ 458 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.04% 214.590 K $ 6889 2024/12/31 1.771 K $ 0.83 %
2025/09/30 SPYV SPDR SERIES TRUST 0.04% 213.778 K $ 3853 2025/06/30 12.166 K $ 5.65 %
2025/09/30 VGT VANGUARD WORLD FD 0.04% 202.054 K $ 269 2025/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.04% 201.426 K $ 172 2025/06/30 -26.780 K $ -10.84 %
2025/09/30 ET ENERGY TRANSFER L P 0.03% 194.481 K $ 11447 2025/09/30 0.000 $ 0.00 %
2025/09/30 HL HECLA MNG CO 0.03% 155.127 K $ 12653 2025/06/30 72.660 K $ 102.34 %
2025/09/30 EXK ENDEAVOUR SILVER CORP 0.02% 122.233 K $ 15772 2025/06/30 55.941 K $ 57.82 %
2025/09/30 PLG PLATINUM GROUP METALS LTD 0.01% 84.800 K $ 32000 2024/09/30 58.807 K $ 74.67 %
2025/09/30 ASM AVINO SILVER & GOLD MINES LT 0.01% 80.492 K $ 14906 2025/09/30 0.000 $ 0.00 %
2025/09/30 USAS AMERICAS GOLD AND SILVER COR 0.01% 68.557 K $ 17900 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABEV AMBEV SA 0.00% 24.502 K $ 11087 2024/09/30 -1.995 K $ -7.44 %
2025/09/30 CDE COEUR MNG INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MLGO MICROALGO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ABT ABBOTT LABS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SPFF GLOBAL X FDS 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 APLD APPLIED DIGITAL CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %