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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
PGProcter And Gamble Co
Recent Activity
Increased 3.13%
2.24%
$4.821M
28,758 shares@ $167.66 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -11.98%
2.16%
$4.661M
183,708 shares@ $25.37 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.27%
2.08%
$4.485M
10,640 shares@ $421.52 avg price
IJRIshares Tr
Recent Activity
Decreased -1.24%
1.9%
$4.093M
35,525 shares@ $115.22 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 190.01%
1.46%
$3.146M
113,545 shares@ $27.71 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1.13%
1.45%
$3.131M
13,033 shares@ $240.28 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.08%
1.21%
$2.6M
4,826 shares@ $538.77 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.66%
1.2%
$2.571M
9,734 shares@ $264.13 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
1.19%
$2.559M
43,267 shares@ $59.15 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.85%
1.18%
$2.528M
11,523 shares@ $219.4 avg price