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PCA Investment Advisory Services

Latest statistics and disclosures from PCA Investment Advisory Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001977044

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Positions held by PCA Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PCA Investment Advisory Services

PCA Investment Advisory Services holds 114 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.6	$18M	43k	411.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.4	$9.1M	102k	88.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.4	$9.0M	122k	73.78	View chart
Vanguard Index Fds Value Etf (VTV)	5.4	$7.7M	56k	138.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$6.5M	26k	250.16	View chart
Vanguard Index Fds Growth Etf (VUG)	4.1	$5.8M	23k	249.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$5.0M	68k	73.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.0	$4.2M	43k	96.70	View chart
Procter & Gamble Company (PG)	2.9	$4.0M	27k	148.69	View chart
Apple (AAPL)	2.3	$3.2M	20k	164.90	View chart
Microsoft Corporation (MSFT)	2.1	$3.0M	10k	288.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$2.8M	41k	67.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.0	$2.8M	15k	186.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$2.6M	14k	189.57	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.8	$2.5M	56k	44.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$2.5M	34k	72.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$2.1M	10k	210.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.8M	4.7k	376.08	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.2	$1.8M	31k	57.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.7M	8.5k	204.10	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.2	$1.7M	57k	29.47	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	1.1	$1.5M	24k	61.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.0	$1.5M	13k	109.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.3M	29k	45.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.3M	13k	103.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.2M	8.6k	144.63	View chart
Cincinnati Financial Corporation (CINF)	0.8	$1.2M	11k	112.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$1.1M	16k	71.51	View chart
Amazon (AMZN)	0.8	$1.1M	10k	103.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.1M	10k	104.00	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.7	$1.0M	13k	80.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$1.0M	11k	93.59	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$934k	14k	67.65	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$839k	14k	60.59	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$819k	20k	40.16	View chart
JPMorgan Chase & Co. (JPM)	0.6	$819k	6.3k	130.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$807k	8.9k	90.56	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$780k	22k	35.20	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.5	$738k	1.9k	385.54	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$672k	6.1k	110.27	View chart
Spdr Ser Tr S&p 600 Sml Cap (SLY)	0.5	$668k	8.0k	84.03	View chart
Vanguard World Fds Health Car Etf (VHT)	0.5	$659k	2.8k	238.50	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.5	$640k	24k	26.33	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.4	$566k	18k	31.27	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.4	$548k	5.1k	107.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$537k	1.7k	308.77	View chart
Palo Alto Networks (PANW)	0.3	$483k	2.4k	199.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$481k	9.6k	49.99	View chart
Kroger (KR)	0.3	$451k	9.1k	49.37	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$448k	8.3k	54.09	View chart
Home Depot (HD)	0.3	$446k	1.5k	295.27	View chart
McDonald's Corporation (MCD)	0.3	$443k	1.6k	279.70	View chart
Visa Com Cl A (V)	0.3	$434k	1.9k	225.48	View chart
Lowe's Companies (LOW)	0.3	$432k	2.2k	199.98	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$428k	12k	35.50	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$428k	8.9k	48.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$425k	6.6k	63.89	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.3	$424k	6.4k	66.40	View chart
Nextera Energy (NEE)	0.3	$421k	5.5k	77.09	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$420k	11k	38.00	View chart
Innovator Etfs Tr Us Eqty Buf Dec (BDEC)	0.3	$416k	12k	33.83	View chart
Target Corporation (TGT)	0.3	$407k	2.5k	165.65	View chart
Illinois Tool Works (ITW)	0.3	$380k	1.6k	243.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$379k	4.6k	83.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$379k	2.5k	151.79	View chart
Johnson & Johnson (JNJ)	0.3	$361k	2.3k	155.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$345k	3.1k	109.69	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$342k	2.8k	123.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$340k	1.6k	216.50	View chart
Duke Energy Corp Com New (DUK)	0.2	$337k	3.5k	96.48	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$333k	2.3k	147.85	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$331k	13k	24.91	View chart
Costco Wholesale Corporation (COST)	0.2	$324k	651.00	497.23	View chart
Eli Lilly & Co. (LLY)	0.2	$312k	909.00	343.50	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$301k	3.9k	76.19	View chart
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)	0.2	$292k	9.1k	31.99	View chart
Fifth Third Ban (FITB)	0.2	$289k	11k	26.64	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$289k	4.6k	62.41	View chart
WesBan (WSBC)	0.2	$279k	9.1k	30.70	View chart
Raytheon Technologies Corp (RTX)	0.2	$275k	2.8k	97.95	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.2	$270k	20k	13.26	View chart
Tesla Motors (TSLA)	0.2	$266k	1.3k	207.46	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$265k	969.00	273.12	View chart
Analog Devices (ADI)	0.2	$254k	1.3k	197.22	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$251k	5.2k	47.88	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$250k	3.4k	73.75	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$246k	4.9k	50.41	View chart
Walt Disney Company (DIS)	0.2	$244k	2.4k	100.15	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$242k	847.00	285.82	View chart
Nike CL B (NKE)	0.2	$240k	2.0k	122.67	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$240k	6.0k	39.86	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$239k	2.6k	93.07	View chart
NVIDIA Corporation (NVDA)	0.2	$238k	856.00	277.88	View chart
Emerson Electric (EMR)	0.2	$237k	2.7k	87.16	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$237k	3.5k	68.45	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$237k	4.9k	48.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$236k	576.00	409.66	View chart
General Mills (GIS)	0.2	$234k	2.7k	85.48	View chart
TJX Companies (TJX)	0.2	$233k	3.0k	78.37	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$226k	4.1k	55.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$223k	2.1k	105.50	View chart
Abbott Laboratories (ABT)	0.2	$223k	2.2k	101.28	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.2	$221k	5.8k	38.28	View chart
Cisco Systems (CSCO)	0.2	$221k	4.2k	52.28	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$221k	4.0k	55.36	View chart
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)	0.2	$215k	6.8k	31.56	View chart
Amgen (AMGN)	0.1	$211k	871.00	241.75	View chart
L3harris Technologies (LHX)	0.1	$210k	1.1k	196.31	View chart
Innovator Etfs Tr Intrnl Dev July (IJUL)	0.1	$204k	8.0k	25.38	View chart
Air Products & Chemicals (APD)	0.1	$202k	702.00	287.27	View chart
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)	0.1	$202k	5.7k	35.16	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$201k	2.2k	89.98	View chart
Cleveland-cliffs (CLF)	0.1	$200k	11k	18.33	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$149k	12k	12.47	View chart

Past Filings by PCA Investment Advisory Services

SEC 13F filings are viewable for PCA Investment Advisory Services going back to 2023

PCA Investment Advisory Services 2023 Q1 filed May 16, 2023

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