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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
IVVIshares Tr
Recent Activity
Increased 4.24%
12.25%
$26.442M
44,918 shares@ $588.69 avg price
IUSVIshares Tr
Recent Activity
Increased 22.7%
9.48%
$20.471M
221,089 shares@ $92.6 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.5%
4.35%
$9.385M
55,431 shares@ $169.31 avg price
VUGVanguard Index Fds
Recent Activity
Increased 5.11%
4.32%
$9.315M
22,695 shares@ $410.44 avg price
IJHIshares Tr
Recent Activity
Increased 0.66%
3.28%
$7.063M
113,358 shares@ $62.31 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 210.55%
2.86%
$6.17M
225,843 shares@ $27.32 avg price
HEFAIshares Tr
Recent Activity
Increased 30.86%
2.81%
$6.053M
174,176 shares@ $34.76 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.13%
2.24%
$4.821M
28,758 shares@ $167.66 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.27%
2.08%
$4.485M
10,640 shares@ $421.52 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 190.01%
1.46%
$3.146M
113,545 shares@ $27.71 avg price