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 69.76% of Pps&v Asset Management Consultants's stock portfolio.
  • Added to shares of these 10 stocks: XOM, VTI, IJR, VYM, HDV, JPM, AMZN, IJH, SCHM, V.
  • Started 1 new stock position in XOM.
  • Reduced shares in these 10 stocks: IVV, VIG, QQQ, SYK, , AAPL, SDY, NVDA, SCHG, JNJ.
  • Sold out of its position in GLD.
  • Pps&v Asset Management Consultants was a net seller of stock by $-2.8M.
  • Pps&v Asset Management Consultants has $164M in assets under management (AUM), dropping by -4.92%.
  • 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 March 2026 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) 27.4 $45M 69k 653.21
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Invesco QQQ Trust Unit Ser 1 (QQQ) 18.2 $30M 52k 577.18
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Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG) 10.5 $17M 590k 29.13
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Vanguard High Dividend Yield High Div Yld (VYM) 7.2 $12M 80k 148.10
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iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 6.5 $11M 85k 124.31
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Schwab US Dividend Equity Us Dividend Eq (SCHD) 5.8 $9.5M 309k 30.68
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Schwab US Mid Cap Us Mid-cap Etf (SCHM) 5.0 $8.2M 265k 30.96
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Apple (AAPL) 4.3 $7.1M -4% 28k 253.79
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Vanguard Total Stock Market Total Stk Mkt (VTI) 2.9 $4.8M +2% 15k 320.80
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iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 1.3 $2.1M 31k 67.53
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NVIDIA Corporation (NVDA) 0.9 $1.5M -10% 8.4k 174.41
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Vanguard Dividend Appreciation Div App Etf (VIG) 0.9 $1.5M -26% 6.8k 215.06
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Eli Lilly & Co. (LLY) 0.7 $1.1M -2% 1.2k 919.51
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iShares Russell Mid-Cap Rus Mid Cap Etf (IWR) 0.7 $1.1M 12k 97.23
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SPDR S&P Dividend State Street Spd (SDY) 0.7 $1.1M -14% 7.3k 145.94
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Tesla Motors (TSLA) 0.6 $1.0M 2.8k 371.75
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iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF) 0.5 $868k 2.0k 426.40
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Amazon (AMZN) 0.5 $864k +3% 4.1k 208.27
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iShares High Dividend Core High Dv Etf (HDV) 0.5 $788k +9% 5.8k 135.73
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Stryker Corporation (SYK) 0.5 $787k -33% 2.4k 328.63
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iShares Select Dividend Select Divid Etf (DVY) 0.3 $571k -4% 3.8k 151.40
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Johnson & Johnson (JNJ) 0.3 $547k -8% 2.2k 244.44
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JPMorgan Chase & Co. (JPM) 0.3 $497k +7% 1.7k 294.19
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Marathon Petroleum Corp (MPC) 0.3 $488k 2.0k 244.18
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Badger Meter (BMI) 0.3 $488k 3.2k 152.35
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Wisdomtree US Al Enhanced Value Us Ai Enhanced (AIVL) 0.3 $473k 4.1k 115.71
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iShares Morningstar Small-Cap Mrgstr Sm Cp Etf (ISCB) 0.2 $375k 5.8k 65.10
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Pfizer (PFE) 0.2 $364k 13k 28.08
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Visa Com Cl A (V) 0.2 $315k +2% 1.0k 302.27
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iShares Russell 2000 Russell 2000 Etf (IWM) 0.2 $310k 1.3k 248.00
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Microsoft Corporation (MSFT) 0.2 $298k 804.00 369.99
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Bristol Myers Squibb (BMY) 0.2 $293k 4.8k 60.65
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Vanguard Information Technology Inf Tech Etf (VGT) 0.2 $288k 413.00 698.35
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.2 $288k 1.0k 287.56
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iShares Morningstar Mid-Cap Mrgstr Md Cp Etf (IMCB) 0.2 $284k -11% 3.4k 83.43
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Invesco S&P 500 Equal Weight S&p 500 Eql Wgh (RSP) 0.2 $274k -2% 1.4k 191.92
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iShares Global Tech Global Tech Etf (IXN) 0.1 $240k 2.4k 99.97
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iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.1 $237k 1.9k 128.12
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Exxon Mobil Corporation (XOM) 0.1 $212k NEW 1.3k 169.66
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.1 $211k -18% 734.00 286.87
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American Express Company (AXP) 0.1 $208k 689.00 302.27
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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