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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
TIPIshares Tr
Recent Activity
Decreased -2.39%
0.14%
$295,820
2,776 shares@ $106.57 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -3.66%
0.14%
$287,428
1,026 shares@ $280.15 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.09%
0.13%
$266,343
1,100 shares@ $242.13 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -19.04%
0.12%
$258,490
1,063 shares@ $243.18 avg price
IEMGIshares Inc
Recent Activity
Decreased -10.29%
0.12%
$246,148
4,714 shares@ $52.22 avg price
FRELFidelity Covington Trust
Recent Activity
Decreased -6.85%
0.11%
$230,953
8,547 shares@ $27.03 avg price
IJTIshares Tr
Recent Activity
Decreased -42.68%
0.11%
$230,655
1,704 shares@ $135.37 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Decreased -22.08%
0.11%
$223,079
2,142 shares@ $104.15 avg price
BJULInnovator Etfs Trust
Recent Activity
Decreased -6.36%
0.11%
$220,355
4,945 shares@ $44.57 avg price
PDECInnovator Etfs Trust
Recent Activity
Decreased -16.77%
0.11%
$217,688
5,666 shares@ $38.43 avg price