Pca Investment Advisory Services Inc. Top Holdings and 13F Report (2025) About Pca Investment Advisory Services Inc.Investment ActivityPca Investment Advisory Services Inc. has $215.97 million in total holdings as of December 31, 2024.Pca Investment Advisory Services Inc. owns shares of 145 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 7.66% of the portfolio was purchased this quarter.About 3.63% of the portfolio was sold this quarter.This quarter, Pca Investment Advisory Services Inc. has purchased 156 new stocks and bought additional shares in 57 stocks.Pca Investment Advisory Services Inc. sold shares of 54 stocks and completely divested from 18 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $26,442,481iShares Core S&P U.S. Value ETF $20,470,665iShares Core S&P U.S. Growth ETF $12,747,563Dimensional U.S. Small Cap ETF $11,206,650Vanguard Value ETF $9,384,551 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $391,234 HoldingInnovator Defined Wealth Shield ETF $370,756 HoldingColumbia Research Enhanced Core ETF $350,821 HoldingVanguard Mid-Cap Growth ETF $207,843 HoldingInnovator U.S. Equity Buffer ETF - September $203,569 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 153,118 shares (about $4.18M)iShares Core S&P U.S. Value ETF 40,891 shares (about $3.79M)Schwab U.S. Mid-Cap ETF 74,392 shares (about $2.06M)iShares Currency Hedged MSCI EAFE ETF 41,073 shares (about $1.43M)iShares Core S&P 500 ETF 1,825 shares (about $1.07M) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 4,876 shares (about $679.47K)Vanguard Large-Cap ETF 2,427 shares (about $654.54K)Dimensional Emerging Core Equity Market ETF 25,009 shares (about $634.48K)RUBRIK INC. 5,000 shares (about $326.80K)Tesla 440 shares (about $177.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPca Investment Advisory Services Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$26,442,481$1,074,347 ▲4.2%44,91812.2%ETFIUSViShares Core S&P U.S. Value ETF$20,470,665$3,786,104 ▲22.7%221,0899.5%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$12,747,563$679,469 ▼-5.1%91,4795.9%ManufacturingDFASDimensional U.S. Small Cap ETF$11,206,650$101,655 ▼-0.9%172,1985.2%ETFVTVVanguard Value ETF$9,384,551$138,319 ▲1.5%55,4314.3%ETFVUGVanguard Growth ETF$9,314,891$452,303 ▲5.1%22,6954.3%ETFIJHiShares Core S&P Mid-Cap ETF$7,063,328$46,234 ▲0.7%113,3583.3%ETFSCHDSchwab US Dividend Equity ETF$6,170,023$4,183,178 ▲210.5%225,8432.9%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$6,052,633$1,427,291 ▲30.9%174,1762.8%ETFAAPLApple$5,715,030$6,010 ▼-0.1%22,8222.6%Computer and TechnologyPGProcter & Gamble$4,821,338$146,025 ▲3.1%28,7582.2%Consumer StaplesDFAEDimensional Emerging Core Equity Market ETF$4,660,671$634,478 ▼-12.0%183,7082.2%ETFMSFTMicrosoft$4,484,942$11,802 ▲0.3%10,6402.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,093,152$51,618 ▼-1.2%35,5251.9%ETFSCHMSchwab U.S. Mid-Cap ETF$3,146,322$2,061,396 ▲190.0%113,5451.5%ETFVBVanguard Small-Cap ETF$3,131,450$35,800 ▼-1.1%13,0331.4%ETFVOOVanguard S&P 500 ETF$2,600,100$52,799 ▲2.1%4,8261.2%ETFVOVanguard Mid-Cap ETF$2,570,983$70,521 ▼-2.7%9,7341.2%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,558,8350.0%43,2671.2%ManufacturingAMZNAmazon.com$2,528,031$69,985 ▲2.8%11,5231.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,518,628$47,237 ▲1.9%8,6911.2%ETFGOOGLAlphabet$2,440,307$11,547 ▲0.5%12,8911.1%Computer and TechnologyVVVanguard Large-Cap ETF$2,403,230$654,544 ▼-21.4%8,9111.1%ETFGOOGAlphabet$1,964,142$1,143 ▼-0.1%10,3140.9%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,883,084$88,347 ▼-4.5%21,2080.9%ETFCINFCincinnati Financial$1,556,942$9,915 ▲0.6%10,8350.7%FinanceJPMJPMorgan Chase & Co.$1,534,547$33,318 ▼-2.1%6,4020.7%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$1,502,651$43,127 ▼-2.8%19,8950.7%ETFNVDANVIDIA$1,369,680$46,869 ▲3.5%10,1990.6%Computer and TechnologyIMCViShares Morningstar Mid-Cap Value ETF$1,276,442$55,100 ▼-4.1%17,1890.6%ETFDFLVDimensional US Large Cap Value ETF$1,155,140$515,888 ▲80.7%38,4660.5%ETFVEAVanguard FTSE Developed Markets ETF$1,140,819$15,302 ▼-1.3%23,8570.5%ETFVGTVanguard Information Technology ETF$1,127,119$15,542 ▼-1.4%1,8130.5%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,064,289$13,365 ▲1.3%15,0510.5%ETFPANWPalo Alto Networks$1,004,635$502,227 ▲100.0%5,5210.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$996,937$36,800 ▼-3.6%5,6890.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$957,022$65,208 ▼-6.4%7,4410.4%ETFDTDWisdomTree Total U.S. Dividend Fund$934,319$74,117 ▼-7.3%12,3160.4%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$827,410$26,123 ▲3.3%19,9860.4%ETFLLYEli Lilly and Company$796,2590.0%1,0310.4%MedicalDGROiShares Core Dividend Growth ETF$783,914$3,067 ▲0.4%12,7800.4%ETFSDYSPDR S&P Dividend ETF$770,418$3,170 ▲0.4%5,8320.4%ETFBDECInnovator U.S. Equity Buffer ETF - December$753,002$8,622 ▲1.2%17,4670.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$746,525$170,400 ▼-18.6%8,2100.3%ETFSPLGSPDR Portfolio S&P 500 ETF$731,154$965 ▲0.1%10,6060.3%ETFVHTVanguard Health Care ETF$693,826$99,190 ▼-12.5%2,7350.3%ETFBFEBInnovator U.S. Equity Buffer ETF - February$681,4660.0%15,8220.3%ETFBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceVVisa$677,979$316 ▲0.0%2,1450.3%Business ServicesMCDMcDonald's$668,000$64,075 ▲10.6%2,3040.3%Retail/WholesaleBRK.BBerkshire Hathaway$654,3550.0%1,4440.3%FinanceTDIVFirst Trust NASDAQ Technology Dividend Index Fund$628,267$863 ▲0.1%8,0070.3%ManufacturingCOSTCostco Wholesale$621,0250.0%6780.3%Retail/WholesaleHDHome Depot$609,512$5,446 ▼-0.9%1,5670.3%Retail/WholesaleFNDFSchwab Fundamental International Large Company Index ETF$603,591$57,985 ▲10.6%18,1750.3%ETFLOWLowe's Companies$564,466$247 ▲0.0%2,2870.3%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$562,555$28,927 ▼-4.9%12,5240.3%ETFKRKroger$532,179$2,446 ▲0.5%8,7030.2%Retail/WholesaleMETAMeta Platforms$528,542$18,145 ▲3.6%9030.2%Computer and TechnologyIWMiShares Russell 2000 ETF$528,301$173,670 ▼-24.7%2,3910.2%FinanceIVEiShares S&P 500 Value ETF$516,070$3,054 ▼-0.6%2,7040.2%ETFTSLATesla$497,450$177,661 ▼-26.3%1,2320.2%Auto/Tires/TrucksFTAFirst Trust Large Cap Value AlphaDEX Fund$488,3500.0%6,3870.2%ManufacturingBJANInnovator U.S. Equity Buffer ETF - January$485,302$25,366 ▼-5.0%10,1210.2%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$473,897$21,443 ▲4.7%7,9340.2%ETFWMTWalmart$472,669$9,486 ▼-2.0%5,2320.2%Retail/WholesaleFDLFirst Trust Morningstar Dividend Leaders Index$461,780$2,818 ▼-0.6%11,4700.2%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$456,772$1,415 ▼-0.3%4,5200.2%ManufacturingFBNDFidelity Total Bond ETF$434,741$26,608 ▼-5.8%9,6890.2%ETFIVWiShares S&P 500 Growth ETF$419,658$12,083 ▼-2.8%4,1330.2%ETFIWFiShares Russell 1000 Growth ETF$419,035$12,053 ▼-2.8%1,0430.2%ETFNEENextEra Energy$417,262$12,045 ▲3.0%5,8200.2%UtilitiesPMAYInnovator U.S. Equity Power Buffer ETF - May$414,3350.0%11,5390.2%ETFBAUGInnovator U.S. Equity Buffer ETF - August$411,302$43,584 ▼-9.6%9,4370.2%ETFNFLXNetflix$405,551$17,826 ▲4.6%4550.2%Consumer DiscretionaryGEGeneral Electric$399,581$167 ▲0.0%2,3960.2%TransportationEMREmerson Electric$396,041$372 ▲0.1%3,1960.2%Industrial ProductsPALANTIR TECHNOLOGIES INC$391,234$391,234 ▲New Holding5,1730.2%CL ADUKDuke Energy$381,716$5,495 ▲1.5%3,5430.2%UtilitiesBALTInnovator Defined Wealth Shield ETF$370,756$370,756 ▲New Holding11,8000.2%ETFTJXTJX Companies$367,203$362 ▲0.1%3,0400.2%Retail/WholesalePJANInnovator U.S. Equity Power Buffer ETF - January$367,1530.0%8,6900.2%ETFXOMExxon Mobil$357,058$1,076 ▼-0.3%3,3190.2%Oils/EnergyRECSColumbia Research Enhanced Core ETF$350,821$350,821 ▲New Holding10,1330.2%ETFITWIllinois Tool Works$342,5600.0%1,3510.2%Industrial ProductsDFAIDimensional International Core Equity Market ETF$337,466$80,446 ▼-19.2%11,5570.2%ETFICFiShares Cohen & Steers REIT ETF$336,907$5,423 ▼-1.6%5,5910.2%ETFJNJJohnson & Johnson$334,230$21,260 ▼-6.0%2,3110.2%MedicalFTCFirst Trust Large Cap Growth AlphaDEX Fund$327,607$138 ▲0.0%2,3700.2%ETFRUBRIK INC.$326,800$326,800 ▼-50.0%5,0000.2%CL ACSCOCisco Systems$324,924$8,169 ▼-2.5%5,4890.2%Computer and TechnologyCATCaterpillar$323,3630.0%8910.1%Industrial ProductsFITBFifth Third Bancorp$315,564$20,124 ▼-6.0%7,4640.1%FinanceAXPAmerican Express$314,4360.0%1,0590.1%FinanceSPYSPDR S&P 500 ETF Trust$314,019$586 ▲0.2%5360.1%FinanceBAPRInnovator U.S. Equity Buffer ETF - April$310,1700.0%7,0000.1%ETFORCLOracle$308,774$167 ▲0.1%1,8530.1%Computer and TechnologyPWRQuanta Services$302,5470.0%9570.1%ConstructionACNAccenture$299,7450.0%8520.1%Computer and TechnologyTIPiShares TIPS Bond ETF$295,820$7,246 ▼-2.4%2,7760.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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