Pca Investment Advisory Services Inc. Portfolio Holdings

Pca Investment Advisory Services Inc.

  • $231 Million
  • Q2 2025

Pca Investment Advisory Services Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $231 Million distributed in 50 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 $37.1M, Ishares Core S&P U.S. Value Et with a value of $24.3M, Dimensional ETF Tr U S Small C with a value of $15.3M, Ishares Core S&P U.S Growth Et with a value of $14M, and Vanguard Value ETF with a value of $14M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $183M to 231M.

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.

Portfolio value $231 Million
ETFs: $199 Million
Technology: $16.4 Million
Communication Services: $4.89 Million
Consumer Defensive: $4.6 Million
Consumer Cyclical: $3.39 Million
Financial Services: $2.29 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$6.96 Million 3.01% of portfolio
14,002
Q2 2025 Added 6.99%
$3.69T
$5.8 Million 2.51% of portfolio
28,269
Q2 2025 Added 3.03%
$368B
$4.6 Million 1.99% of portfolio
28,854
Q2 2025 Reduced 2.16%
$456B
$3.66 Million 1.58% of portfolio
23,171
Q2 2025 Added 19.44%
$2.26T
$3.39 Million 1.47% of portfolio
15,469
Q2 2025 Added 8.37%
$1.21T
$2.73 Million 1.18% of portfolio
15,474
Q2 2025 Added 8.38%
$1.24T
$2.17 Million 0.94% of portfolio
12,212
Q2 2025 Added 4.23%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $231 Million
  • Prior Value $183 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Pca Investment Advisory Services Inc. Portfolio

Follow Pca Investment Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pca Investment Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pca Investment Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email