Pca Investment Advisory Services Inc. Incresed Positions in Q4 2024

Pca Investment Advisory Services Inc.

  • $212 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
40.9K
+ 22.69%
$91.94 - $100.02 $3.76M - $4.09M
221K $20.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.83K
+ 4.24%
$570.51 - $610.59 $1.04M - $1.11M
44.9K $26.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
41.1K
+ 30.86%
$34.42 - $35.88 $1.41M - $1.47M
174K $6.05M
VUG
Vanguard Growth ETF

ETFs
1.1K
+ 5.1%
$378.79 - $428.11 $417K - $472K
22.7K $9.31M
AMZN
Amazon Com Inc

Consumer Cyclical
319
+ 2.85%
$180.88 - $232.93 $57.7K - $74.3K
11.5K $2.53M
GOOGL
Alphabet Inc.

Communication Services
61
+ 0.48%
$161.86 - $196.66 $9.87K - $12K
12.9K $2.44M
NVDA
Nvidia Corp

Technology
349
+ 3.54%
$117.0 - $148.88 $40.8K - $52K
10.2K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
98
+ 2.07%
$521.84 - $558.82 $51.1K - $54.8K
4.83K $2.6M
VTI
Vanguard Total Stock Market Et

ETFs
163
+ 1.91%
$280.04 - $302.45 $45.6K - $49.3K
8.69K $2.52M
NFLX
Netflix Inc

Communication Services
20
+ 4.6%
$687.65 - $936.56 $13.8K - $18.7K
455 $405K
V
Visa Inc.

Financial Services
1
+ 0.05%
$273.87 - $320.91 $274 - $321
2.15K $677K
PANW
Palo Alto Networks Inc

Technology
2.76K
+ 99.96%
$181.96 - $405.9 $502K - $1.12M
5.52K $1M
EMR
Emerson Electric CO

Industrials
3
+ 0.09%
$108.13 - $134.33 $324 - $403
3.2K $396K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
742
+ 0.66%
$61.68 - $67.87 $45.8K - $50.4K
113K $7.06M
KR
Kroger CO

Consumer Defensive
40
+ 0.46%
$55.21 - $63.3 $2.21K - $2.53K
8.7K $532K
META
Meta Platforms, Inc.

Communication Services
31
+ 3.56%
$554.08 - $632.68 $17.2K - $19.6K
903 $532K
MCD
Mcdonalds Corp

Consumer Cyclical
221
+ 10.61%
$288.47 - $316.54 $63.8K - $70K
2.3K $667K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
153K
+ 210.54%
$26.93 - $84.95 $4.12M - $13M
226K $6.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 2.02%
$481.22 - $538.17 $5.29K - $5.92K
556 $284K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
+ 2.25%
$55.73 - $66.16 $5.57K - $6.62K
4.55K $274K
JHMM
John Hancock Multifactor Mid C

ETFs
359
+ 4.74%
$59.61 - $64.8 $21.4K - $23.3K
7.93K $473K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14
+ 0.13%
$66.77 - $71.52 $935 - $1K
10.6K $731K
CVX
Chevron Corp

Energy
139
+ 9.01%
$141.15 - $162.53 $19.6K - $22.6K
1.68K $243K
FTC
First Tr Lge Cap Growth

ETFs
1
+ 0.04%
$130.13 - $149.09 $130 - $149
2.37K $326K
IAU
Ishares Gold Trust

ETFs
305
+ 6.69%
$48.37 - $52.65 $14.8K - $16.1K
4.87K $240K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.25%
$280.08 - $307.97 $560 - $616
804 $235K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
631
+ 3.26%
$40.97 - $42.66 $25.9K - $26.9K
20K $827K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.1%
$112.15 - $127.2 $336 - $382
3.04K $367K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
5K
+ 50.0%
$1.55 - $2.65 $7.75K - $13.3K
15K $27K
PAYX
Paychex Inc

Industrials
2
+ 0.13%
$135.86 - $148.73 $272 - $297
1.51K $211K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.19%
$567.81 - $607.81 $568 - $608
536 $314K
APD
Air Products & Chemicals, Inc.

Basic Materials
21
+ 3.11%
$285.5 - $335.62 $6K - $7.05K
696 $201K
PSEP
Innovator U.S. Equity Power Bu
495
+ 7.74%
N/A
6.89K $0
Innovator Etfs Trust
200
+ 1.16%
N/A
17.5K $0
Dimensional ETF Trust
17.2K
+ 80.7%
N/A
38.5K $0
PG
Procter & Gamble CO

Consumer Defensive
871
+ 3.12%
$161.05 - $179.7 $140K - $157K
28.8K $4.82M
ORCL
Oracle Corp

Technology
1
+ 0.05%
$165.41 - $192.43 $165 - $192
1.85K $308K
FNDF
Schwab Fundamental Intl Large

ETFs
1.75K
+ 10.63%
$32.92 - $37.15 $57.5K - $64.9K
18.2K $603K
FVD
First Tr Value Line Divid Inde

ETFs
19
+ 0.32%
$43.4 - $46.7 $825 - $887
5.93K $258K
TDIV
First Trust Nasdaq Technology

ETFs
11
+ 0.14%
$78.03 - $82.13 $858 - $903
8.01K $628K
DGRO
Ishares Core Dividend Growth E

ETFs
50
+ 0.39%
$60.73 - $64.94 $3.04K - $3.25K
12.8K $783K
DUK
Duke Energy Corp

Utilities
51
+ 1.46%
$105.76 - $120.76 $5.39K - $6.16K
3.54K $381K
ADI
Analog Devices Inc

Technology
1
+ 0.07%
$206.35 - $236.48 $206 - $236
1.35K $287K
CTAS
Cintas Corp

Industrials
1
+ 0.07%
$182.7 - $226.47 $183 - $226
1.39K $253K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 1.02%
$485.52 - $625.25 $2.43K - $3.13K
494 $249K
AMAT
Applied Materials Inc

Technology
11
+ 0.86%
$161.44 - $213.89 $1.78K - $2.35K
1.29K $209K
GE
General Electric CO

Industrials
1
+ 0.04%
$159.95 - $194.23 $160 - $194
2.4K $399K
AMGN
Amgen Inc

Healthcare
4
+ 0.45%
$258.78 - $328.31 $1.04K - $1.31K
900 $234K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.41%
$131.66 - $144.0 $3.16K - $3.46K
5.83K $770K
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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