Pps&v Asset Management Consultants
Latest statistics and disclosures from Pps&v Asset Management Consultants's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, SCHG, VYM, IJR, and represent 67.77% of Pps&v Asset Management Consultants's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$24M), IJH, PFE, SCHM, SCHD, IJR, VYM, SDY, AMZN, IWR.
- Started 2 new stock positions in QQQ, PFE.
- Reduced shares in these 10 stocks: Invesco Qqq Trust etf (-$23M), , IVV, IMCB, SCHG, VIG, VTI, , IWN, XLK.
- Sold out of its positions in FCX, Invesco Qqq Trust etf, IWN, Outlook Therapeutics, SSO.
- Pps&v Asset Management Consultants was a net seller of stock by $-2.2M.
- Pps&v Asset Management Consultants has $136M in assets under management (AUM), dropping by 3.88%.
- Central Index Key (CIK): 0001936380
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Pps&v Asset Management Consultants holds 37 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Pps&v Asset Management Consultants
SEC 13F filings are viewable for Pps&v Asset Management Consultants going back to 2022
- Pps&v Asset Management Consultants 2024 Q1 filed April 10, 2024
- Pps&v Asset Management Consultants 2023 Q4 filed Jan. 10, 2024
- Pps&v Asset Management Consultants 2023 Q3 filed Oct. 16, 2023
- Pps&v Asset Management Consultants 2023 Q2 filed July 21, 2023
- Pps&v Asset Management Consultants 2023 Q1 filed April 24, 2023
- Pps&v Asset Management Consultants 2022 Q4 filed Jan. 17, 2023