Pca Investment Advisory Services Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $188 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.7M, Ishares Core S&P U.S. Value Et with a value of $15M, Ishares Core S&P U.S Growth Et with a value of $12.2M, Dimensional ETF Tr U S Small C with a value of $9.11M, and Vanguard Value ETF with a value of $8.32M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $175M to 188M.

Pca Investment Advisory Services Inc. is based out at Cincinnati, OH

Below you can find more details about Pca Investment Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $148 Million
Technology: $14.1 Million
Consumer Defensive: $5.92 Million
Communication Services: $5.05 Million
Consumer Cyclical: $4.61 Million
Financial Services: $4.43 Million
Healthcare: $2.56 Million
Industrials: $2.03 Million
Other: $1.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $188 Million
  • Prior Value $175 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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