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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
ADPAutomatic Data Processing In
Recent Activity
Increased 0.25%
0.11%
$235,265
804 shares@ $292.62 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.45%
0.11%
$234,567
900 shares@ $260.63 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.14%
0.1%
$211,467
1,508 shares@ $140.24 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.87%
0.1%
$209,430
1,288 shares@ $162.61 avg price
NVONovo-nordisk A S
Recent Activity
Increased 3.86%
0.1%
$208,373
2,422 shares@ $86.04 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 3.12%
0.1%
$201,747
696 shares@ $289.87 avg price
PACBPacific Biosciences Calif In
Recent Activity
Increased 50%
0.02%
$27,450
15,000 shares@ $1.83 avg price