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 69.44% of Pps&v Asset Management Consultants's stock portfolio.
  • Added to shares of these 10 stocks: IVV, SCHD, IJR, GOOG, GOOGL, SCHG, VYM, QQQ, SCHM, IJH.
  • Started 2 new stock positions in GOOGL, GOOG.
  • Reduced shares in these 10 stocks: AAPL, VTI, NVDA, RSP, PFE, IWR, BMY, SYK, MSFT, V.
  • Pps&v Asset Management Consultants was a net buyer of stock by $1.8M.
  • Pps&v Asset Management Consultants has $173M in assets under management (AUM), dropping by 9.23%.
  • Central Index Key (CIK): 0001936380

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Portfolio Holdings for Pps&v Asset Management Consultants

Pps&v Asset Management Consultants holds 43 positions in its portfolio as reported in the September 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) 27.3 $47M 71k 669.30
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Invesco QQQ Trust Unit Ser 1 (QQQ) 18.8 $33M 54k 600.37
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Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG) 11.3 $20M 615k 31.91
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Vanguard High Dividend Yield High Div Yld (VYM) 6.4 $11M 79k 140.95
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iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 5.7 $9.8M +3% 83k 118.83
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Apple (AAPL) 5.0 $8.7M -3% 34k 254.63
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Schwab US Dividend Equity Us Dividend Eq (SCHD) 4.7 $8.2M +4% 300k 27.30
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Schwab US Mid Cap Us Mid-cap Etf (SCHM) 4.4 $7.6M 256k 29.64
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Vanguard Total Stock Market Total Stk Mrk (VTI) 2.8 $4.9M -2% 15k 328.17
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Vanguard Dividend Appreciation Div App Etf (VIG) 1.3 $2.3M 11k 215.78
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Stryker Corporation (SYK) 1.2 $2.1M 5.6k 369.67
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iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 1.2 $2.1M +5% 32k 65.26
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NVIDIA Corporation (NVDA) 1.1 $1.9M -4% 10k 186.58
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Tesla Motors (TSLA) 0.7 $1.2M 2.8k 444.72
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SPDR S&P Dividend S&p Divid Etf (SDY) 0.7 $1.2M 8.6k 140.05
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iShares Russell Mid-Cap Rus Mid Cap Etf (IWR) 0.7 $1.1M -3% 12k 96.55
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Amazon (AMZN) 0.6 $1.1M +3% 4.9k 219.57
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Eli Lilly & Co. (LLY) 0.6 $983k +2% 1.3k 763.32
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iShares Russell 1000 Growth Rus 1000 Etf (IWF) 0.6 $954k 2.0k 468.41
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iShares High Dividend Core High Dv Etf (HDV) 0.4 $651k 5.3k 122.46
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Badger Meter (BMI) 0.3 $572k 3.2k 178.58
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iShares Select Dividend Select Divid Etf (DVY) 0.3 $564k 4.0k 142.09
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JPMorgan Chase & Co. (JPM) 0.3 $489k +8% 1.5k 315.52
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Johnson & Johnson (JNJ) 0.3 $472k 2.5k 185.42
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Wisdomtree US Al Enhanced Value Us Ai Enhanced (AIVL) 0.3 $467k 4.1k 114.28
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Visa Com Cl A (V) 0.3 $467k 1.4k 341.47
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Microsoft Corporation (MSFT) 0.2 $423k -2% 816.00 518.25
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Marathon Petroleum Corp (MPC) 0.2 $386k 2.0k 192.74
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iShares Morningstar Small-Cap Mrgstr Sm Cp Etf (ISCB) 0.2 $365k 5.8k 63.43
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Pfizer (PFE) 0.2 $348k -9% 14k 25.48
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iShares Morningstar Mid-Cap Mrgstr Md Cp Etf (IMCB) 0.2 $320k 3.9k 83.04
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Streetracks Gold TRUST Gold Shs (GLD) 0.2 $318k 895.00 355.47
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Vanguard Information Technology Inf Tech Etf (VGT) 0.2 $309k 413.00 747.30
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iShares Russell 2000 Russell 2000 Etf (IWM) 0.2 $303k 1.3k 241.96
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Invesco S&P 500 Equal Weight S&p 500 Eql Wgt (RSP) 0.2 $287k -11% 1.5k 189.70
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iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.2 $264k 1.9k 142.41
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Alphabet Inc Class C Cap Stk Cl A (GOOG) 0.1 $253k NEW 1.0k 243.47
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Ishares Global Technology Global Tech Etf (IXN) 0.1 $248k 2.4k 103.21
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Alphabet Inc. Class A Cap Stik Cl C (GOOGL) 0.1 $243k NEW 1.0k 243.10
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Netflix (NFLX) 0.1 $242k 202.00 1198.92
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Bristol Myers Squibb (BMY) 0.1 $235k -11% 5.2k 45.10
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American Express Company (AXP) 0.1 $232k 699.00 331.94
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Technology Select Sector SPDR Technology (XLK) 0.1 $226k 801.00 281.69
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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