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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.12%
0.72%
$1.535M
6,402 shares@ $239.7 avg price
IMCGIshares Tr
Recent Activity
Decreased -2.78%
0.7%
$1.503M
19,895 shares@ $75.53 avg price
IMCVIshares Tr
Recent Activity
Decreased -4.13%
0.6%
$1.276M
17,189 shares@ $74.26 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.32%
0.53%
$1.141M
23,857 shares@ $47.82 avg price
VGTVanguard World Fd
Recent Activity
Decreased -1.36%
0.53%
$1.127M
1,813 shares@ $621.69 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.55%
0.47%
$996,937
5,689 shares@ $175.24 avg price
ITOTIshares Tr
Recent Activity
Decreased -6.37%
0.45%
$957,022
7,441 shares@ $128.62 avg price
DTDWisdomtree Tr
Recent Activity
Decreased -7.34%
0.44%
$934,319
12,316 shares@ $75.87 avg price
IJKIshares Tr
Recent Activity
Decreased -18.58%
0.35%
$746,525
8,210 shares@ $90.93 avg price
VHTVanguard World Fd
Recent Activity
Decreased -12.5%
0.33%
$693,826
2,735 shares@ $253.69 avg price