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
METAMeta Platforms Inc Recent Activity Increased 3.56%	0.25%	$528,542 903 shares@ $585.32 avg price	Increased 3.56%
JHMMJohn Hancock Exchange Traded Recent Activity Increased 4.74%	0.22%	$473,897 7,934 shares@ $59.73 avg price	Increased 4.74%
NEENextera Energy Inc Recent Activity Increased 2.98%	0.2%	$417,262 5,820 shares@ $71.7 avg price	Increased 2.98%
NFLXNetflix Inc Recent Activity Increased 4.6%	0.19%	$405,551 455 shares@ $891.33 avg price	Increased 4.6%
GEGe Aerospace Recent Activity Increased 0.05%	0.19%	$399,581 2,396 shares@ $166.78 avg price	Increased 0.05%
EMREmerson Elec Co Recent Activity Increased 0.1%	0.19%	$396,041 3,196 shares@ $123.92 avg price	Increased 0.1%
DUKDuke Energy Corp New Recent Activity Increased 1.47%	0.18%	$381,716 3,543 shares@ $107.74 avg price	Increased 1.47%
TJXTjx Cos Inc New Recent Activity Increased 0.1%	0.18%	$367,203 3,040 shares@ $120.8 avg price	Increased 0.1%
FTCFirst Trust Lrgcp Gwt Alphad Recent Activity Increased 0.05%	0.16%	$327,607 2,370 shares@ $138.24 avg price	Increased 0.05%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 0.19%	0.15%	$314,019 536 shares@ $585.86 avg price	Increased 0.19%