Pca Investment Advisory Services Inc. Portfolio Holdings

Pca Investment Advisory Services Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Million distributed in 145 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 $26.4M, Ishares Core S&P U.S. Value Et with a value of $20.5M, Ishares Core S&P U.S Growth Et with a value of $12.7M, Dimensional ETF Tr U S Small C with a value of $11.2M, and Vanguard Value ETF with a value of $9.38M.

Examining the 13F form we can see an increase of $3.21M in the current position value, from $209M to 212M.

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.