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Melissa C. Anderson

@Pca Investment Advisory Services Inc.

Latest period2024 - Q4ReportedManaged Assets$215.966MTotal holdings145
Assets growth rate1.72%Assets growth rate (2-Q avg)6.48%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pca Investment Advisory Services Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Pca Investment Advisory Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 215.966M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Melissa C. Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.19%
$391,234
5,173 shares@ $75.64 avg price
BALTInnovator Etfs Trust
Recent Activity
New Position
0.18%
$370,756
11,800 shares@ $31.42 avg price
RECSColumbia Etf Tr I
Recent Activity
New Position
0.17%
$350,821
10,133 shares@ $34.63 avg price
VOTVanguard Index Fds
Recent Activity
New Position
0.1%
$207,843
819 shares@ $253.78 avg price
BSEPInnovator Etfs Trust
Recent Activity
New Position
0.1%
$203,569
4,745 shares@ $42.91 avg price
CERSCerus Corp
Recent Activity
New Position
0.03%
$46,200
30,000 shares@ $1.54 avg price
ABSIAbsci Corporation
Recent Activity
New Position
0.02%
$26,200
10,000 shares@ $2.62 avg price