Pca Investment Advisory Services Inc. Purchases in Q3 2024

Pca Investment Advisory Services Inc.

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10.4K
+ 6.09%
$87.56 - $95.49 $906K - $989K
180K $17.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
22.1K
+ 14.6%
$59.25 - $65.33 $1.31M - $1.45M
174K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.58K
+ 3.79%
$520.18 - $576.82 $819K - $908K
43.1K $24.9M
VTV
Vanguard Value ETF

ETFs
2.72K
+ 5.24%
$159.75 - $174.57 $435K - $475K
54.6K $9.53M
DFAE
Dimensional ETF Tr

ETFs
19.7K
+ 10.4%
$24.46 - $27.82 $481K - $547K
209K $5.72M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $690K
VUG
Vanguard Growth ETF

ETFs
1.06K
+ 5.15%
$341.08 - $391.94 $361K - $415K
21.6K $8.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.69K
+ 2.44%
$57.32 - $62.65 $154K - $168K
113K $7.02M
HEFA
Ishares Currency Hedged Msci E

ETFs
15.3K
+ 12.97%
$32.34 - $35.85 $494K - $548K
133K $4.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
202
+ 0.28%
$77.02 - $85.06 $15.6K - $17.2K
72.7K $6.15M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.58K
+ 79.93%
$125.95 - $142.04 $325K - $366K
5.81K $824K
VB
Vanguard Small Cap ETF

ETFs
97
+ 0.74%
$214.77 - $237.72 $20.8K - $23.1K
13.2K $3.13M
VO
Vanguard Mid Cap ETF

ETFs
216
+ 2.21%
$237.84 - $263.83 $51.4K - $57K
10K $2.64M
GIS
General Mills Inc

Consumer Defensive
3.6K
New
$62.5 - $75.15 $225K - $270K
3.6K $265K
PG
Procter & Gamble CO

Consumer Defensive
34
+ 0.12%
$160.76 - $177.82 $5.47K - $6.05K
27.9K $4.83M
RDVY
First Trust Rising Dividend Ac

ETFs
708
+ 1.66%
$53.68 - $59.24 $38K - $41.9K
43.3K $2.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.78K
New
$117.9 - $128.2 $210K - $229K
1.78K $228K
IAU
Ishares Gold Trust

ETFs
4.56K
New
$44.06 - $50.5 $201K - $230K
4.56K $226K
GD
General Dynamics Corp

Industrials
746
New
$279.51 - $308.09 $209K - $230K
746 $225K
KO
Coca Cola CO

Consumer Defensive
3.1K
New
$62.69 - $73.01 $194K - $226K
3.1K $222K
ADP
Automatic Data Processing Inc

Industrials
802
New
$233.44 - $279.45 $187K - $224K
802 $221K
NSC
Norfolk Southern Corp

Industrials
877
New
$213.75 - $259.69 $187K - $228K
877 $217K
SO
Southern CO

Utilities
2.31K
New
$77.0 - $90.52 $177K - $209K
2.31K $207K
SBUX
Starbucks Corp

Consumer Cyclical
2.11K
New
$72.51 - $98.6 $153K - $208K
2.11K $205K
NKE
Nike, Inc.

Consumer Cyclical
2.31K
New
$71.09 - $89.44 $164K - $207K
2.31K $204K
CB
Chubb LTD

Financial Services
705
New
$252.51 - $292.2 $178K - $206K
705 $203K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.41K
+ 7.42%
$65.15 - $72.97 $92.1K - $103K
20.5K $1.49M
CINF
Cincinnati Financial Corp

Financial Services
88
+ 0.82%
$115.7 - $138.2 $10.2K - $12.2K
10.8K $1.46M
DHR
Danaher Corp

Healthcare
732
New
$239.25 - $280.76 $175K - $206K
732 $203K
PAYX
Paychex Inc

Industrials
1.51K
New
$116.17 - $135.19 $175K - $204K
1.51K $202K
JHSC
John Hancock ETF Tr Multifacto

ETFs
5K
New
$36.59 - $40.14 $183K - $201K
5K $200K
APD
Air Products & Chemicals, Inc.

Basic Materials
675
New
$247.34 - $300.11 $167K - $203K
675 $200K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.19K
+ 7.09%
$69.7 - $76.81 $82.7K - $91.2K
17.9K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 2.07%
$475.2 - $527.7 $45.6K - $50.7K
4.73K $2.49M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.48K
+ 51.14%
$44.65 - $47.21 $155K - $164K
10.3K $480K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 0.63%
$255.18 - $283.2 $13.5K - $15K
8.53K $2.41M
MCD
Mcdonalds Corp

Consumer Cyclical
136
+ 6.99%
$245.82 - $304.51 $33.4K - $41.4K
2.08K $634K
LOW
Lowes Companies Inc

Consumer Cyclical
102
+ 4.67%
$213.3 - $270.78 $21.8K - $27.6K
2.29K $619K
WMT
Walmart Inc.

Consumer Defensive
704
+ 15.2%
$66.91 - $81.4 $47.1K - $57.3K
5.34K $430K
VEA
Vanguard Ftse Developed Market

ETFs
541
+ 2.29%
$47.6 - $53.31 $25.8K - $28.8K
24.2K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.93%
$333.64 - $405.2 $10K - $12.2K
1.58K $640K
ICF
Ishares Tr

ETFs
782
+ 15.96%
$56.77 - $67.33 $44.4K - $52.7K
5.68K $374K
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 2.57%
$194.9 - $224.8 $32K - $36.9K
6.54K $1.38M
FITB
Fifth Third Bancorp

Financial Services
962
+ 13.79%
$36.01 - $43.64 $34.6K - $42K
7.94K $340K
SPY
Spdr S&P 500 ETF Trust

ETFs
126
+ 30.81%
$517.38 - $573.86 $65.2K - $72.3K
535 $307K
DGRO
Ishares Core Dividend Growth E

ETFs
294
+ 2.36%
$57.47 - $62.76 $16.9K - $18.5K
12.7K $798K
NEE
Nextera Energy Inc

Utilities
15
+ 0.27%
$69.9 - $84.97 $1.05K - $1.27K
5.65K $477K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 19.27%
$488.01 - $604.18 $38.6K - $47.7K
489 $285K
JHMM
John Hancock Multifactor Mid C

ETFs
624
+ 8.98%
$54.25 - $60.2 $33.9K - $37.6K
7.58K $456K
Activity Summary
Buys All Purchases 91 New Holdings 20 Increased Positions 71 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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