Pca Investment Advisory Services Inc. Portfolio Holdings

Pca Investment Advisory Services Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Million distributed in 156 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 $24.9M, Ishares Core S&P U.S. Value Et with a value of $17.2M, 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 $11.3M, and Vanguard Value ETF with a value of $9.53M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $188M to 209M.

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.