Pca Investment Advisory Services Inc. Incresed Positions in Q2 2025

Pca Investment Advisory Services Inc.

  • $231 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.9K
+ 13.05%
$498.8 - $620.9 $3.44M - $4.28M
59.7K $37.1M
VUG
Vanguard Growth ETF

ETFs
4.11K
+ 15.95%
$329.49 - $438.4 $1.35M - $1.8M
29.8K $13.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.6K
+ 18.57%
$52.31 - $63.72 $1.96M - $2.39M
240K $15.3M
VTV
Vanguard Value ETF

ETFs
11.8K
+ 17.5%
$153.67 - $176.74 $1.81M - $2.08M
78.9K $14M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
18.7K
+ 7.82%
$81.46 - $94.63 $1.52M - $1.76M
257K $24.3M
MSFT
Microsoft Corp

Technology
915
+ 6.99%
$354.56 - $497.45 $324K - $455K
14K $6.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.3K
+ 17.38%
$51.16 - $62.02 $1.19M - $1.44M
157K $9.75M
NVDA
Nvidia Corp

Technology
3.77K
+ 19.44%
$94.31 - $157.99 $356K - $596K
23.2K $3.66M
DFAE
Dimensional ETF Tr

ETFs
15.4K
+ 7.0%
$22.87 - $28.95 $353K - $447K
236K $6.84M
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 8.37%
$167.32 - $223.3 $200K - $267K
15.5K $3.39M
VEA
Vanguard Ftse Developed Market

ETFs
6.55K
+ 25.05%
$45.65 - $57.01 $299K - $373K
32.7K $1.86M
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 8.38%
$144.7 - $178.6 $173K - $214K
15.5K $2.73M
VV
Vanguard Large Cap ETF

ETFs
357
+ 3.3%
$228.25 - $285.3 $81.5K - $102K
11.2K $3.18M
VO
Vanguard Mid Cap ETF

ETFs
435
+ 4.26%
$228.54 - $279.83 $99.4K - $122K
10.7K $2.98M
GOOG
Alphabet Inc.

Communication Services
496
+ 4.23%
$146.58 - $180.01 $72.7K - $89.3K
12.2K $2.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 6.1%
$90.56 - $109.49 $159K - $192K
30.5K $3.33M
RECS
Columbia ETF Tr I

ETFs
3.46K
+ 24.71%
$29.4 - $36.79 $102K - $127K
17.5K $642K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
814
+ 7.35%
$58.41 - $72.69 $47.5K - $59.2K
11.9K $863K
DFAI
Dimensional ETF Tr

ETFs
2.07K
+ 14.44%
$28.02 - $34.71 $58K - $71.8K
16.4K $567K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
56
+ 0.37%
$73.0 - $85.5 $4.09K - $4.79K
15.1K $1.27M
FNDF
Schwab Fundamental Intl Large

ETFs
245
+ 1.34%
$32.25 - $40.02 $7.9K - $9.8K
18.5K $740K
DGRO
Ishares Core Dividend Growth E

ETFs
181
+ 1.41%
$55.22 - $63.94 $9.99K - $11.6K
13K $830K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
106
+ 0.84%
$35.35 - $42.68 $3.75K - $4.52K
12.7K $541K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
22
+ 0.16%
$65.1 - $75.98 $1.43K - $1.67K
14K $1.06M
CINF
Cincinnati Financial Corp

Financial Services
81
+ 0.75%
$126.6 - $151.6 $10.3K - $12.3K
10.9K $1.63M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
363
+ 1.81%
$38.18 - $45.52 $13.9K - $16.5K
20.4K $894K
Dimensional ETF Trust
2K
+ 4.93%
N/A
42.5K $0
Innovator Etfs Trust
190
+ 1.08%
N/A
17.9K $0
Dimensional ETF Trust
1.7K
+ 3.33%
N/A
52.7K $0
FDL
First Tr Morningstar Dividend

ETFs
27
+ 0.24%
$38.19 - $43.19 $1.03K - $1.17K
11.2K $468K
AAPL
Apple Inc.

Technology
831
+ 3.03%
$172.42 - $223.89 $143K - $186K
28.3K $5.8M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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