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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
IYHIshares Tr
Recent Activity
Exited
0%
$271,739
4,181 shares@ $65.0 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$246,787
1,451 shares@ $170.09 avg price
SPYDSpdr Ser Tr
Recent Activity
Exited
0%
$235,694
5,163 shares@ $45.66 avg price
GDGeneral Dynamics Corp
Recent Activity
Exited
0%
$225,423
746 shares@ $302.18 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$222,665
3,099 shares@ $71.86 avg price
IJULInnovator Etfs Trust
Recent Activity
Exited
0%
$221,355
7,527 shares@ $29.41 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$218,024
877 shares@ $248.61 avg price
BMARInnovator Etfs Trust
Recent Activity
Exited
0%
$216,562
4,810 shares@ $45.03 avg price
SOSouthern Co
Recent Activity
Exited
0%
$207,876
2,305 shares@ $90.19 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$205,536
2,108 shares@ $97.51 avg price