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PCA Investment Advisory Services Inc.

Q3 2024 · 13F-HR

PCA Investment Advisory Services Inc.holdings as filed

Filed 2024-10-16 · accession 0001977044-24-000004

$212.3M
Reported value
156
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$24.9M11.7%43,093CommonNONE
464287663IUSVISHARES TR$17.2M8.10%180,198CommonNONE
464287671IUSGISHARES TR$12.7M5.99%96,355CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$11.3M5.31%173,760CommonNONE
922908744VTVVANGUARD INDEX FDS$9.5M4.49%54,614CommonNONE
922908736VUGVANGUARD INDEX FDS$8.3M3.90%21,593CommonNONE
464287507IJHISHARES TR$7.0M3.31%112,616CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$6.1M2.90%72,725CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$5.7M2.69%208,717CommonNONE
037833100AAPLAPPLE INC$5.3M2.51%22,846CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.8M2.27%27,887CommonNONE
46434V803HEFAISHARES TR$4.7M2.22%133,103CommonNONE
594918104MSFTMICROSOFT CORP$4.6M2.15%10,612CommonNONE
464287804IJRISHARES TR$4.2M1.98%35,973CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.3M1.53%39,153CommonNONE
922908751VBVANGUARD INDEX FDS$3.1M1.47%13,182CommonNONE
922908637VVVANGUARD INDEX FDS$3.0M1.41%11,338CommonNONE
922908629VOVANGUARD INDEX FDS$2.6M1.24%10,001CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$2.6M1.21%43,267CommonNONE
922908363VOOVANGUARD INDEX FDS$2.5M1.17%4,728CommonNONE
922908769VTIVANGUARD INDEX FDS$2.4M1.14%8,528CommonNONE
02079K305GOOGLALPHABET INC$2.1M1.00%12,830CommonNONE
023135106AMZNAMAZON COM INC$2.1M0.98%11,204CommonNONE
46429B697USMVISHARES TR$2.0M0.95%22,203CommonNONE
02079K107GOOGALPHABET INC$1.7M0.81%10,320CommonNONE
464288307IMCGISHARES TR$1.5M0.70%20,466CommonNONE
172062101CINFCINCINNATI FINL CORP$1.5M0.69%10,766CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.65%6,541CommonNONE
464288406IMCVISHARES TR$1.4M0.65%17,931CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.60%24,177CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.56%9,850CommonNONE
46429B689EFAVISHARES TR$1.1M0.54%14,862CommonNONE
92204A702VGTVANGUARD WORLD FD$1.1M0.51%1,838CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.50%5,899CommonNONE
97717W109DTDWISDOMTREE TR$1.0M0.48%13,293CommonNONE
464287150ITOTISHARES TR$998,3690.47%7,948CommonNONE
697435105PANWPALO ALTO NETWORKS INC$943,5710.44%2,761CommonNONE
464287606IJKISHARES TR$927,0340.44%10,084CommonNONE
532457108LLYELI LILLY & CO$913,5850.43%1,031CommonNONE
92204A504VHTVANGUARD WORLD FD$882,1830.42%3,126CommonNONE
78464A763SDYSPDR SER TR$824,9220.39%5,808CommonNONE
233051200DBEFDBX ETF TR$813,2930.38%19,355CommonNONE
46434V621DGROISHARES TR$798,0210.38%12,730CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$743,8470.35%17,267CommonNONE
78464A854SPYMSPDR SER TR$715,0720.34%10,592CommonNONE
464287655IWMISHARES TR$701,8190.33%3,177CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$691,1800.33%1CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$664,4310.31%1,444CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$663,8910.31%15,822CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$655,8640.31%21,287CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$642,0500.30%7,996CommonNONE
437076102HDHOME DEPOT INC$640,5570.30%1,581CommonNONE
580135101MCDMCDONALDS CORP$634,4250.30%2,083CommonNONE
548661107LOWLOWES COS INC$619,0740.29%2,286CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$613,9670.29%16,429CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$600,8110.28%678CommonNONE
78468R853SPSMSPDR SER TR$599,2960.28%13,168CommonNONE
92826C839VVISA INC$589,4560.28%2,144CommonNONE
464287408IVEISHARES TR$536,3230.25%2,720CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$505,4030.24%6,387CommonNONE
30303M102METAMETA PLATFORMS INC$499,3120.24%872CommonNONE
501044101KRKROGER CO$496,3610.23%8,663CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$495,8640.23%10,650CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$484,0920.23%11,540CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$480,5950.23%10,282CommonNONE
65339F101NEENEXTERA ENERGY INC$477,7490.23%5,652CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$455,9920.21%7,575CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$454,8200.21%14,312CommonNONE
369604301GEGE AEROSPACE$451,5610.21%2,395CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$451,2200.21%4,534CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$446,4610.21%10,437CommonNONE
88160R101TSLATESLA INC$437,3410.21%1,672CommonNONE
931142103WMTWALMART INC$430,9250.20%5,337CommonNONE
464287887IJTISHARES TR$414,7590.20%2,973CommonNONE
464287309IVWISHARES TR$407,1580.19%4,252CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$406,6770.19%11,539CommonNONE
464287614IWFISHARES TR$402,7840.19%1,073CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$402,6380.19%3,492CommonNONE
478160104JNJJOHNSON & JOHNSON$398,3620.19%2,458CommonNONE
30231G102XOMEXXON MOBIL CORP$390,2440.18%3,329CommonNONE
464287564ICFISHARES TR$374,4150.18%5,681CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$359,0710.17%8,690CommonNONE
872540109TJXTJX COS INC NEW$356,9810.17%3,037CommonNONE
452308109ITWILLINOIS TOOL WKS INC$354,0570.17%1,351CommonNONE
291011104EMREMERSON ELEC CO$349,1750.16%3,193CommonNONE
149123101CATCATERPILLAR INC$348,6120.16%891CommonNONE
316773100FITBFIFTH THIRD BANCORP$340,1620.16%7,940CommonNONE
46432F842IEFAISHARES TR$330,9060.16%4,240CommonNONE
781154109RBRKRUBRIK INC.$321,5000.15%10,000CommonNONE
68389X105ORCLORACLE CORP$315,4980.15%1,852CommonNONE
464287176TIPISHARES TR$314,1730.15%2,844CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$311,3430.15%2,369CommonNONE
032654105ADIANALOG DEVICES INC$310,6620.15%1,350CommonNONE
64110L106NFLXNETFLIX INC$308,5320.15%435CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$307,4790.14%2,749CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$307,2070.14%535CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$303,5900.14%7,000CommonNONE
46434G103IEMGISHARES INC$301,6950.14%5,255CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$301,1790.14%852CommonNONE
17275R102CSCOCISCO SYS INC$299,4540.14%5,627CommonNONE
031162100AMGNAMGEN INC$288,8000.14%896CommonNONE
025816109AXPAMERICAN EXPRESS CO$287,2010.14%1,059CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$286,0380.13%489CommonNONE
74762E102QUREQUANTA SVCS INC$285,4120.13%957CommonNONE
172908105CTASCINTAS CORP$285,1660.13%1,385CommonNONE
922908595VBKVANGUARD INDEX FDS$284,8500.13%1,065CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$278,1330.13%1,313CommonNONE
670100205NVONOVO-NORDISK A S$277,7160.13%2,332CommonNONE
863667101SYKSTRYKER CORPORATION$276,6030.13%766CommonNONE
464287762IYHISHARES TR$271,7390.13%4,181CommonNONE
950810101WSBCWESBANCO INC$270,6900.13%9,090CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$270,5030.13%9,176CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$268,9530.13%5,912CommonNONE
78463V107GLDSPDR GOLD TR$267,6090.13%1,101CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$267,5010.13%7,443CommonNONE
46090E103QQQINVESCO QQQ TR$266,1150.13%545CommonNONE
370334104GISGENERAL MLS INC$265,8050.13%3,599CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$260,8140.12%6,808CommonNONE
038222105AMATAPPLIED MATLS INC$257,9540.12%1,277CommonNONE
22207T101BASECOUCHBASE INC$257,9200.12%16,000CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$256,4090.12%4,450CommonNONE
002824100ABTABBOTT LABS$252,9440.12%2,219CommonNONE
464287499IWRISHARES TR$249,0540.12%2,826CommonNONE
78464A300SLYVSPDR SER TR$248,1720.12%2,858CommonNONE
747525103QCOMQUALCOMM INC$246,7870.12%1,451CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$246,3220.12%6,393CommonNONE
78464A201SLYGSPDR SER TR$244,7350.12%2,628CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$240,8000.11%6,102CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$240,0190.11%1,009CommonNONE
78468R788SPYDSPDR SER TR$235,6940.11%5,163CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$230,6920.11%5,281CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$228,5330.11%1,783CommonNONE
166764100CVXCHEVRON CORP NEW$227,1580.11%1,542CommonNONE
464285204IAUISHARES GOLD TR$226,7480.11%4,562CommonNONE
369550108GDGENERAL DYNAMICS CORP$225,4230.11%746CommonNONE
191216100KOCOCA COLA CO$222,6650.10%3,099CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$221,9160.10%802CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$221,3550.10%7,527CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$218,0420.10%6,050CommonNONE
655844108NSCNORFOLK SOUTHN CORP$218,0240.10%877CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$216,5620.10%4,810CommonNONE
69420N700APRPPGIM ROCK ETF TR$211,4630.10%7,846CommonNONE
842587107SOSOUTHERN CO$207,8760.10%2,305CommonNONE
855244109SBUXSTARBUCKS CORP$205,5360.10%2,108CommonNONE
654106103NKENIKE INC$204,4830.10%2,313CommonNONE
235851102DHRDANAHER CORPORATION$203,6030.10%732CommonNONE
H1467J104CBCHUBB LIMITED$203,2900.10%705CommonNONE
704326107PAYXPAYCHEX INC$202,0800.10%1,506CommonNONE
009158106APDAIR PRODS & CHEMS INC$201,0280.09%675CommonNONE
47804J842JHSCJOHN HANCOCK EXCHANGE TRADED$200,7000.09%5,000CommonNONE
29273V100ETENERGY TRANSFER L P$162,8910.08%10,149CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$138,9990.07%10,885CommonNONE
57142B104MQMARQETA INC$59,0400.03%12,000CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$53,9130.03%21,739CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$17,7000.01%10,000CommonNONE
69404D108PACBPACIFIC BIOSCIENCES CALIF IN$17,0000.01%10,000CommonNONE

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.