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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
HDHome Depot Inc
Recent Activity
Decreased -0.88%
0.29%
$609,512
1,567 shares@ $388.97 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -4.89%
0.27%
$562,555
12,524 shares@ $44.92 avg price
IWMIshares Tr
Recent Activity
Decreased -24.74%
0.25%
$528,301
2,391 shares@ $220.96 avg price
IVEIshares Tr
Recent Activity
Decreased -0.58%
0.24%
$516,070
2,704 shares@ $190.86 avg price
TSLATesla Inc
Recent Activity
Decreased -26.31%
0.24%
$497,450
1,232 shares@ $403.78 avg price
BJANInnovator Etfs Trust
Recent Activity
Decreased -4.96%
0.23%
$485,302
10,121 shares@ $47.96 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.96%
0.22%
$472,669
5,232 shares@ $90.35 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -0.6%
0.22%
$461,780
11,470 shares@ $40.26 avg price
FYXFirst Tr Sml Cp Core Alpha F
Recent Activity
Decreased -0.3%
0.22%
$456,772
4,520 shares@ $101.06 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Decreased -5.76%
0.21%
$434,741
9,689 shares@ $44.87 avg price