Melissa C. Anderson

@Pca Investment Advisory Services Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$215.966M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DGROIshares Tr Recent Activity Increased 0.4%	0.37%	$783,914 12,780 shares@ $61.34 avg price	Increased 0.4%
SDYSpdr Ser Tr Recent Activity Increased 0.42%	0.36%	$770,418 5,832 shares@ $132.11 avg price	Increased 0.42%
BDECInnovator Etfs Trust Recent Activity Increased 1.16%	0.35%	$753,002 17,467 shares@ $43.11 avg price	Increased 1.16%
SPLGSpdr Ser Tr Recent Activity Increased 0.14%	0.34%	$731,154 10,606 shares@ $68.94 avg price	Increased 0.14%
VVisa Inc Recent Activity Increased 0.05%	0.32%	$677,979 2,145 shares@ $316.08 avg price	Increased 0.05%
MCDMcdonalds Corp Recent Activity Increased 10.61%	0.31%	$668,000 2,304 shares@ $289.94 avg price	Increased 10.61%
TDIVFirst Tr Exchange-traded Fd Recent Activity Increased 0.14%	0.3%	$628,267 8,007 shares@ $78.47 avg price	Increased 0.14%
FNDFSchwab Strategic Tr Recent Activity Increased 10.63%	0.28%	$603,591 18,175 shares@ $33.21 avg price	Increased 10.63%
LOWLowes Cos Inc Recent Activity Increased 0.05%	0.27%	$564,466 2,287 shares@ $246.82 avg price	Increased 0.05%
KRKroger Co Recent Activity Increased 0.47%	0.25%	$532,179 8,703 shares@ $61.15 avg price	Increased 0.47%