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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
VOOVanguard Index Fds
Recent Activity
Increased 2.08%
1.21%
$2.6M
4,826 shares@ $538.77 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.85%
1.18%
$2.528M
11,523 shares@ $219.4 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.92%
1.17%
$2.519M
8,691 shares@ $289.8 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.48%
1.13%
$2.44M
12,891 shares@ $189.31 avg price
CINFCincinnati Finl Corp
Recent Activity
Increased 0.65%
0.73%
$1.557M
10,835 shares@ $143.7 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.55%
0.64%
$1.37M
10,199 shares@ $134.3 avg price
DFLVDimensional Etf Trust
Recent Activity
Increased 80.71%
0.54%
$1.155M
38,466 shares@ $30.04 avg price
EFAVIshares Tr
Recent Activity
Increased 1.28%
0.5%
$1.064M
15,051 shares@ $70.72 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.97%
0.47%
$1.005M
5,521 shares@ $181.97 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 3.27%
0.39%
$827,410
19,986 shares@ $41.4 avg price