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PCA Investment Advisory Services Inc.

Q3 2023 · 13F-HR

PCA Investment Advisory Services Inc.holdings as filed

Filed 2023-11-13 · accession 0001977044-23-000003

$140.3M
Reported value
111
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$17.5M12.5%40,798CommonNONE
464287663IUSVISHARES TR$9.5M6.74%126,669CommonNONE
464287671IUSGISHARES TR$9.3M6.66%98,574CommonNONE
922908744VTVVANGUARD INDEX FDS$7.6M5.44%55,290CommonNONE
922908736VUGVANGUARD INDEX FDS$6.1M4.38%22,545CommonNONE
464287507IJHISHARES TR$5.9M4.22%23,722CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.8M3.41%67,628CommonNONE
464287804IJRISHARES TR$3.8M2.70%40,191CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.7M2.65%25,439CommonNONE
037833100AAPLAPPLE INC$3.3M2.36%19,319CommonNONE
594918104MSFTMICROSOFT CORP$3.3M2.32%10,294CommonNONE
922908637VVVANGUARD INDEX FDS$3.0M2.11%15,095CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.7M1.91%39,599CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.5M1.77%53,995CommonNONE
922908751VBVANGUARD INDEX FDS$2.5M1.75%13,005CommonNONE
46429B697USMVISHARES TR$2.1M1.50%29,103CommonNONE
922908629VOVANGUARD INDEX FDS$2.0M1.44%9,689CommonNONE
46434V803HEFAISHARES TR$2.0M1.43%66,752CommonNONE
464288307IMCGISHARES TR$1.9M1.36%33,410CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M1.28%8,438CommonNONE
464287887IJTISHARES TR$1.7M1.24%15,869CommonNONE
922908363VOOVANGUARD INDEX FDS$1.7M1.23%4,397CommonNONE
02079K305GOOGLALPHABET INC$1.6M1.17%12,592CommonNONE
464288406IMCVISHARES TR$1.6M1.17%27,044CommonNONE
02079K107GOOGALPHABET INC$1.4M0.96%10,240CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.92%10,098CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.91%29,292CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.2M0.87%8,660CommonNONE
464287879IJSISHARES TR$1.1M0.80%12,605CommonNONE
172062101CINFCINCINNATI FINL CORP$1.1M0.76%10,472CommonNONE
464287606IJKISHARES TR$957,1390.68%13,249CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$925,2460.66%11,471CommonNONE
46625H100JPMJPMORGAN CHASE & CO$900,4090.64%6,208CommonNONE
46429B689EFAVISHARES TR$887,2860.63%13,604CommonNONE
97717W109DTDWISDOMTREE TR$831,6100.59%13,821CommonNONE
233051200DBEFDBX ETF TR$776,6380.55%22,253CommonNONE
92204A702VGTVANGUARD WORLD FDS$776,1770.55%1,870CommonNONE
464287150ITOTISHARES TR$730,4150.52%7,754CommonNONE
78468R853SPSMSPDR SER TR$658,1860.47%17,837CommonNONE
92204A504VHTVANGUARD WORLD FDS$654,8970.47%2,785CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$602,3000.43%19,017CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$585,9690.42%15,671CommonNONE
46434V621DGROISHARES TR$576,1060.41%11,631CommonNONE
697435105PANWPALO ALTO NETWORKS INC$567,1100.40%2,419CommonNONE
518416102RODMLATTICE STRATEGIES TR$563,1850.40%21,956CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$553,4740.39%1,580CommonNONE
532457108LLYELI LILLY & CO$503,6990.36%937CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$473,3710.34%4,872CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$460,4990.33%8,210CommonNONE
437076102HDHOME DEPOT INC$458,7600.33%1,518CommonNONE
92826C839VVISA INC$452,2940.32%1,966CommonNONE
78464A854SPYMSPDR SER TR$436,4410.31%8,683CommonNONE
580135101MCDMCDONALDS CORP$429,2480.31%1,629CommonNONE
548661107LOWLOWES COS INC$426,0890.30%2,050CommonNONE
464287176TIPISHARES TR$425,7330.30%4,104CommonNONE
45782C557BDECINNOVATOR ETFS TR$423,2740.30%12,105CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$414,4250.30%12,393CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$413,7500.29%6,387CommonNONE
464287309IVWISHARES TR$385,6930.27%5,637CommonNONE
464287408IVEISHARES TR$380,6470.27%2,474CommonNONE
67066G104NVDANVIDIA CORPORATION$372,9430.27%857CommonNONE
78468R788SPYDSPDR SER TR$372,4820.27%10,621CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$368,1640.26%651CommonNONE
30231G102XOMEXXON MOBIL CORP$364,4340.26%3,099CommonNONE
452308109ITWILLINOIS TOOL WKS INC$359,0530.26%1,559CommonNONE
922908553VNQVANGUARD INDEX FDS$346,8860.25%4,584CommonNONE
501044101KRKROGER CO$343,6070.24%7,678CommonNONE
88160R101TSLATESLA INC$320,5320.23%1,281CommonNONE
45782C433BFEBINNOVATOR ETFS TR$319,5570.23%9,592CommonNONE
78464A763SDYSPDR SER TR$318,1180.23%2,766CommonNONE
65339F101NEENEXTERA ENERGY INC$314,5580.22%5,490CommonNONE
922908595VBKVANGUARD INDEX FDS$308,2580.22%1,439CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$303,8970.22%1,904CommonNONE
464287762IYHISHARES TR$302,4070.22%1,119CommonNONE
478160104JNJJOHNSON & JOHNSON$296,1370.21%1,901CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$295,1590.21%12,974CommonNONE
78464A300SLYVSPDR SER TR$285,7500.20%3,948CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$281,1220.20%3,185CommonNONE
316773100FITBFIFTH THIRD BANCORP$272,2870.19%10,749CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$272,1110.19%5,750CommonNONE
872540109TJXTJX COS INC NEW$268,9620.19%3,026CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$266,0600.19%4,525CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$260,2510.19%847CommonNONE
291011104EMREMERSON ELEC CO$259,1880.18%2,683CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$248,3950.18%2,567CommonNONE
464287564ICFISHARES TR$248,0580.18%4,945CommonNONE
149123101CATCATERPILLAR INC$237,5670.17%870CommonNONE
031162100AMGNAMGEN INC$236,2990.17%879CommonNONE
464287614IWFISHARES TR$233,9720.17%879CommonNONE
46434G103IEMGISHARES INC$233,3940.17%4,904CommonNONE
464288521USRTISHARES TR$228,8050.16%4,849CommonNONE
931142103WMTWALMART INC$228,4290.16%1,428CommonNONE
45782C698BAUGINNOVATOR ETFS TR$228,2640.16%6,915CommonNONE
17275R102CSCOCISCO SYS INC$226,4790.16%4,212CommonNONE
032654105ADIANALOG DEVICES INC$226,1970.16%1,291CommonNONE
30303M102METAMETA PLATFORMS INC$224,2570.16%747CommonNONE
46090E103QQQINVESCO QQQ TR$223,6580.16%624CommonNONE
950810101WSBCWESBANCO INC$221,9690.16%9,089CommonNONE
369604301GEGENERAL ELECTRIC CO$221,8290.16%2,006CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$218,8320.16%2,118CommonNONE
464289875AOMISHARES TR$213,1710.15%5,475CommonNONE
87612E106TGTTARGET CORP$209,1670.15%1,891CommonNONE
45782C722IJULINNOVATOR ETFS TR$204,8120.15%8,044CommonNONE
78464A201SLYGSPDR SER TR$204,5280.15%2,791CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$204,0000.15%477CommonNONE
002824100ABTABBOTT LABS$203,0330.14%2,096CommonNONE
75513E101RTXRTX CORPORATION$202,4380.14%2,812CommonNONE
45782C789BJULINNOVATOR ETFS TR$201,3880.14%5,842CommonNONE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$177,7670.13%14,076CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$170,1290.12%10,884CommonNONE
29273V100ETENERGY TRANSFER L P$142,3900.10%10,149CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.