Pca Investment Advisory Services Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Million distributed in 47 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 $29.7M, Ishares Core S&P U.S. Value Et with a value of $22M, Dimensional ETF Tr U S Small C with a value of $12.1M, Ishares Core S&P U.S Growth Et with a value of $12M, and Vanguard Value ETF with a value of $11.6M.

Examining the 13F form we can see an decrease of $28.7M in the current position value, from $212M to 183M.

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 $183 Million
ETFs: $156 Million
Technology: $13.4 Million
Consumer Defensive: $5.03 Million
Communication Services: $4.04 Million
Consumer Cyclical: $2.72 Million
Financial Services: $1.6 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $183 Million
  • Prior Value $212 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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