Pps&v Asset Management Consultants

Pps&v Asset Management Consultants as of Dec. 31, 2024

Portfolio Holdings for Pps&v Asset Management Consultants

Pps&v Asset Management Consultants holds 40 positions in its portfolio as reported in the December 2024 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) 26.7 $40M 67k 588.68
Invesco QQQ Trust Unit Ser 1 (QQQ) 17.7 $26M 51k 511.23
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG) 10.8 $16M 575k 27.87
Vanguard High Dividend Yield High Div Yld (VYM) 6.4 $9.4M 74k 127.59
Apple (AAPL) 6.0 $8.8M 35k 250.42
iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 5.7 $8.4M 73k 115.22
Schwab US Dividend Equity Us Dividend Eq (SCHD) 5.0 $7.3M 269k 27.32
Schwab US Mid Cap Us Mid-cap Etf (SCHM) 4.4 $6.5M 236k 27.71
Vanguard Total Stock Market Total Stk Mrk (VTI) 3.0 $4.5M 16k 289.80
Vanguard Dividend Appreciation Div App Etf (VIG) 1.6 $2.3M 12k 195.83
Stryker Corporation (SYK) 1.4 $2.0M 5.7k 360.04
iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 1.2 $1.7M 28k 62.31
NVIDIA Corporation (NVDA) 0.9 $1.3M 9.6k 134.29
SPDR S&P Dividend S&p Divid Etf (SDY) 0.8 $1.1M 8.6k 132.10
Tesla Motors (TSLA) 0.8 $1.1M 2.8k 403.84
iShares Russell Mid-Cap Rus Mid Cap Etf (IWR) 0.7 $1.1M 12k 88.40
Amazon (AMZN) 0.7 $1.1M 4.8k 219.39
Eli Lilly & Co. (LLY) 0.7 $1.0M 1.3k 772.23
iShares Russell 1000 Growth Rus 1000 Frw Etf (IWF) 0.6 $818k 2.0k 401.58
Badger Meter (BMI) 0.5 $679k 3.2k 212.12
iShares High Dividend Core High Dv Etf (HDV) 0.4 $597k 5.3k 112.27
Microsoft Corporation (MSFT) 0.4 $588k 1.4k 421.38
iShares Select Dividend Select Divid Etf (DVY) 0.4 $556k 4.2k 131.28
Visa Com Cl A (V) 0.3 $443k 1.4k 315.94
Wisdomtree US Al Enhanced Value Us Ai Enhanced (AIVL) 0.3 $435k 4.1k 106.52
Pfizer (PFE) 0.3 $403k 15k 26.53
Johnson & Johnson (JNJ) 0.2 $361k 2.5k 144.62
Invesco S&P 500 Equal Weight S&p 500 Eql Wgt (RSP) 0.2 $352k 2.0k 175.23
iShares Morningstar Small-Cap Mrgstr Sm Cp Eft (ISCB) 0.2 $338k 5.8k 58.67
JPMorgan Chase & Co. (JPM) 0.2 $333k 1.4k 239.72
Bristol Myers Squibb (BMY) 0.2 $329k 5.8k 56.56
Vanguard Health Care Health Care Etf (VHT) 0.2 $321k 1.3k 253.63
iShares Russell 2000 Russell 2000 Etf (IWM) 0.2 $298k 1.4k 220.96
iShares Morningstar Mid-Cap Mrgstr Md Cp Etf (IMCB) 0.2 $293k 3.9k 76.14
Marathon Petroleum Corp (MPC) 0.2 $279k 2.0k 139.50
Vanguard Information Technology Inf Tech Etf (VGT) 0.2 $257k 413.00 622.36
iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.2 $235k 1.9k 126.75
Streetracks Gold TRUST Gold Shs (GLD) 0.1 $217k 895.00 242.13
American Express Company (AXP) 0.1 $215k 724.00 296.60
Ishares Global Technology Global Tech Etf (IXN) 0.1 $203k 2.4k 84.75