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 70.17% of Pps&v Asset Management Consultants's stock portfolio.
  • Added to shares of these 6 stocks: SCHD, SCHM, IJR, VYM, JPM, MSFT.
  • Reduced shares in these 10 stocks: AAPL, QQQ, SYK, IVV, SCHG, VIG, NFLX, , AMZN, VTI.
  • Sold out of its positions in NFLX, XLK.
  • Pps&v Asset Management Consultants was a net seller of stock by $-5.1M.
  • Pps&v Asset Management Consultants has $172M in assets under management (AUM), dropping by -0.55%.
  • Central Index Key (CIK): 0001936380

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Portfolio Holdings for Pps&v Asset Management Consultants

Pps&v Asset Management Consultants holds 41 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index Core S&p 500 Etf (IVV) 27.7 $48M 70k 684.94
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Invesco QQQ Trust Unit Ser 1 (QQQ) 18.7 $32M -2% 53k 614.31
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Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG) 11.3 $19M -3% 595k 32.62
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Vanguard High Dividend Yield High Div Yld (VYM) 6.6 $11M 79k 143.52
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iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 5.9 $10M +2% 84k 120.18
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Schwab US Dividend Equity Us Dividend Eq (SCHD) 4.9 $8.5M +3% 309k 27.43
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Apple (AAPL) 4.6 $8.0M -14% 29k 271.86
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Schwab US Mid Cap Us Mid-cap Etf (SCHM) 4.6 $8.0M +3% 264k 30.07
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Vanguard Total Stock Market Total Stk Mkt (VTI) 2.8 $4.9M -2% 15k 335.27
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Vanguard Dividend Appreciation Div App Etf (VIG) 1.2 $2.0M -13% 9.2k 219.79
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iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 1.2 $2.0M -3% 31k 66.00
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NVIDIA Corporation (NVDA) 1.0 $1.8M -5% 9.5k 186.51
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Eli Lilly & Co. (LLY) 0.8 $1.4M 1.3k 1074.34
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Stryker Corporation (SYK) 0.7 $1.3M -35% 3.6k 351.49
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Tesla Motors (TSLA) 0.7 $1.2M 2.8k 449.72
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SPDR S&P Dividend State Street Spd (SDY) 0.7 $1.2M 8.6k 139.16
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iShares Russell Mid-Cap Rus Mid Cap Etf (IWR) 0.7 $1.1M 12k 96.27
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iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF) 0.6 $964k 2.0k 473.30
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Amazon (AMZN) 0.5 $926k -18% 4.0k 230.82
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iShares High Dividend Core High Dv Etf (HDV) 0.4 $647k 5.3k 121.62
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iShares Select Dividend Select Divid Etf (DVY) 0.3 $561k 4.0k 141.13
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Badger Meter (BMI) 0.3 $558k 3.2k 174.41
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Johnson & Johnson (JNJ) 0.3 $506k -3% 2.4k 206.95
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JPMorgan Chase & Co. (JPM) 0.3 $506k 1.6k 322.27
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Wisdomtree US Al Enhanced Value Us Ai Enhanced (AIVL) 0.3 $470k 4.1k 114.98
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Microsoft Corporation (MSFT) 0.2 $395k 817.00 483.88
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iShares Morningstar Small-Cap Mrgstr Sm Cp Etf (ISCB) 0.2 $374k 5.8k 65.02
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Visa Com Cl A (V) 0.2 $358k -25% 1.0k 350.61
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Streetracks Gold TRUST Gold Shs (GLD) 0.2 $355k 895.00 396.31
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Marathon Petroleum Corp (MPC) 0.2 $325k 2.0k 162.63
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iShares Morningstar Mid-Cap Mrgstr Md Cp Etf (IMCB) 0.2 $319k 3.9k 82.72
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Pfizer (PFE) 0.2 $317k -6% 13k 24.90
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.2 $313k 1.0k 313.00
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Vanguard Information Technology Inf Tech Etf (VGT) 0.2 $312k 413.00 754.46
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iShares Russell 2000 Russell 2000 Etf (IWM) 0.2 $308k 1.3k 246.16
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.2 $283k -13% 902.00 313.74
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Invesco S&P 500 Equal Weight S&p 500 Eql Wgt (RSP) 0.2 $281k -2% 1.5k 191.56
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Bristol Myers Squibb (BMY) 0.1 $256k -8% 4.7k 53.94
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American Express Company (AXP) 0.1 $255k 689.00 369.70
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iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.1 $254k 1.9k 136.94
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Ishares Global Technology Global Tech Etf (IXN) 0.1 $252k 2.4k 105.00
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Past Filings by Pps&v Asset Management Consultants

SEC 13F filings are viewable for Pps&v Asset Management Consultants going back to 2022