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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
IVWIshares Tr
Recent Activity
Decreased -2.79%
0.2%
$419,658
4,133 shares@ $101.54 avg price
IWFIshares Tr
Recent Activity
Decreased -2.79%
0.2%
$419,035
1,043 shares@ $401.76 avg price
BAUGInnovator Etfs Trust
Recent Activity
Decreased -9.58%
0.2%
$411,302
9,437 shares@ $43.59 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.3%
0.17%
$357,058
3,319 shares@ $107.58 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -19.24%
0.16%
$337,466
11,557 shares@ $29.21 avg price
ICFIshares Tr
Recent Activity
Decreased -1.58%
0.16%
$336,907
5,591 shares@ $60.26 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.98%
0.16%
$334,230
2,311 shares@ $144.63 avg price
RBRKRubrik Inc.
Recent Activity
Decreased -50%
0.16%
$326,800
5,000 shares@ $65.36 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.45%
0.16%
$324,924
5,489 shares@ $59.2 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -5.99%
0.15%
$315,564
7,464 shares@ $42.28 avg price