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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
ORCLOracle Corp
Recent Activity
Increased 0.06%
0.15%
$308,774
1,853 shares@ $166.64 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 0.08%
0.14%
$287,045
1,351 shares@ $212.47 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.02%
0.14%
$284,483
556 shares@ $511.67 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 2.25%
0.13%
$274,365
4,550 shares@ $60.3 avg price
PSEPInnovator Etfs Trust
Recent Activity
Increased 7.75%
0.13%
$269,220
6,888 shares@ $39.09 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 0.33%
0.12%
$258,843
5,931 shares@ $43.65 avg price
CTASCintas Corp
Recent Activity
Increased 0.08%
0.12%
$253,191
1,386 shares@ $182.68 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.03%
0.12%
$249,874
494 shares@ $505.82 avg price
CVXChevron Corp New
Recent Activity
Increased 9.02%
0.12%
$243,407
1,681 shares@ $144.8 avg price
IAUIshares Gold Tr
Recent Activity
Increased 6.69%
0.12%
$240,981
4,867 shares@ $49.52 avg price