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 71.12% of Pps&v Asset Management Consultants's stock portfolio.
  • Added to shares of these 10 stocks: SPCX, BMY, HDV, GOOG, AMZN, AMD, SYK, TSLA, JPM, PFE.
  • Started 2 new stock positions in SPCX, BMY.
  • Reduced shares in these 10 stocks: IVV, QQQ, SCHG, VYM, , AAPL, SCHD, IJR, VTI, NVDA.
  • Sold out of its position in XLK.
  • Pps&v Asset Management Consultants was a net seller of stock by $-2.5M.
  • Pps&v Asset Management Consultants has $185M in assets under management (AUM), dropping by -0.26%.
  • Central Index Key (CIK): 0001936380

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Positions held by Pps&v Asset Management Consultants consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pps&v Asset Management Consultants

Pps&v Asset Management Consultants holds 40 positions in its portfolio as reported in the September 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) 27.2 $50M 66k 765.86
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Invesco QQQ Trust Unit Ser 1 (QQQ) 19.6 $36M 49k 739.77
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Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG) 11.5 $21M 590k 35.93
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Vanguard High Dividend Yield High Div Yld (VYM) 6.5 $12M -2% 78k 155.20
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iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 6.4 $12M 87k 136.04
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Schwab US Dividend Equity Us Dividend Eq (SCHD) 5.5 $10M 313k 32.53
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Schwab US Mid Cap Us Mid-cap Etf (SCHM) 5.0 $9.2M 271k 34.02
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Apple (AAPL) 4.7 $8.6M -2% 26k 333.02
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Vanguard Total Stock Market MRNGSTR TTL STK (VTI) 2.3 $4.3M 12k 374.23
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iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 1.2 $2.2M 31k 71.95
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NVIDIA Corporation (NVDA) 1.0 $1.8M -2% 8.1k 228.39
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Vanguard Dividend Appreciation Div App Etf (VIG) 0.8 $1.4M 6.2k 233.31
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Eli Lilly & Co. (LLY) 0.8 $1.4M 1.2k 1157.05
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iShares Russell Mid-Cap Rus Mid Cap Etf (IWR) 0.7 $1.2M 11k 106.71
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SPDR S&P Dividend St Str Sp Div (SDY) 0.6 $1.1M 7.3k 146.48
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iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF) 0.6 $1.0M 8.1k 125.26
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Amazon (AMZN) 0.5 $987k 4.0k 249.17
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iShares High Dividend Core High Dv Etf (HDV) 0.5 $850k +4% 30k 27.96
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Tesla Motors (TSLA) 0.4 $819k 2.3k 354.81
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Marathon Petroleum Corp (MPC) 0.4 $791k 2.0k 395.42
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Stryker Corporation (SYK) 0.4 $670k 2.4k 275.36
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Johnson & Johnson (JNJ) 0.3 $584k 2.2k 264.73
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iShares Select Dividend Select Divid Etf (DVY) 0.3 $574k 3.8k 152.06
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JPMorgan Chase & Co. (JPM) 0.3 $528k 1.6k 330.79
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Vanguard Information Technology Inf Tech Etf (VGT) 0.2 $416k 3.3k 125.68
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iShares Morningstar Small-Cap Mrgstr Sm Cp Etf 0.2 $410k 5.8k 71.20
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Badger Meter (BMI) 0.2 $395k 3.2k 123.54
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Microsoft Corporation (MSFT) 0.2 $371k -3% 723.00 512.99
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iShares Global Tech Global Tech Etf (IXN) 0.2 $356k 2.4k 148.22
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.2 $344k 1.0k 344.08
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Pfizer (PFE) 0.2 $343k 12k 28.52
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Advanced Micro Devices (AMD) 0.2 $338k +2% 552.00 611.95
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iShares Morningstar Mid-Cap Mrgstr Md Cp Etf (IMCB) 0.2 $311k 3.3k 94.48
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iShares Russell 2000 Russell 2000 Etf (IWM) 0.2 $306k 1.1k 277.89
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Invesco S&P 500 Equal Weight S&p 500 Eql Wgt (RSP) 0.2 $296k 1.4k 208.02
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Space Exploration Technologies Corp. Class A Com Stk (SPCX) 0.1 $263k NEW 1.7k 150.86
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iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.1 $255k 1.9k 137.68
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Bristol Myers Squibb (BMY) 0.1 $217k NEW 3.5k 62.39
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.1 $217k +11% 636.00 340.80
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American Express Company (AXP) 0.1 $202k -3% 663.00 304.34
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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