Pps&v Asset Management Consultants

Pps&v Asset Management Consultants as of March 31, 2025

Portfolio Holdings for Pps&v Asset Management Consultants

Pps&v Asset Management Consultants holds 37 positions in its portfolio as reported in the March 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) 27.4 $38M 67k 561.90
Invesco QQQ Trust Unit Ser 1 (QQQ) 17.3 $24M 51k 468.92
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG) 10.4 $14M 573k 25.04
Vanguard High Dividend Yield High Div Yld (VYM) 6.9 $9.5M 74k 128.96
Apple (AAPL) 5.7 $7.8M 35k 222.13
iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 5.6 $7.7M 73k 104.57
Schwab US Dividend Equity Us Dividend Eq (SCHD) 5.5 $7.5M 269k 27.96
Schwab US Mid Cap Us Mid-cap Etf (SCHM) 4.5 $6.2M 236k 26.20
Vanguard Total Stock Market Total Stk Mrk (VTI) 3.0 $4.1M 15k 274.84
Stryker Corporation (SYK) 1.5 $2.1M 5.7k 372.24
Vanguard Dividend Appreciation Div App Etf (VIG) 1.5 $2.1M 11k 193.99
iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 1.2 $1.6M 27k 58.35
SPDR S&P Dividend S&p Divid Etf (SDY) 0.8 $1.2M 8.6k 135.68
NVIDIA Corporation (NVDA) 0.8 $1.1M 10k 108.38
Eli Lilly & Co. (LLY) 0.8 $1.0M 1.3k 826.20
iShares Russell Mid-Cap Rus Mid Cap Etf (IWR) 0.7 $1.0M 12k 85.07
Amazon (AMZN) 0.7 $902k 4.7k 190.26
iShares Russell 1000 Growth Rus 1000 Etf (IWF) 0.5 $735k 2.0k 361.09
Tesla Motors (TSLA) 0.5 $716k 2.8k 259.16
iShares High Dividend Core High Dv Etf (HDV) 0.5 $644k 5.3k 121.13
Badger Meter (BMI) 0.4 $609k 3.2k 190.25
iShares Select Dividend Select Divid Etf (DVY) 0.4 $533k 4.0k 134.28
Visa Com Cl A (V) 0.3 $479k 1.4k 350.42
Wisdomtree US Al Enhanced Value Us Ai Enhanced (AIVL) 0.3 $449k 4.1k 109.80
Johnson & Johnson (JNJ) 0.3 $420k 2.5k 165.86
Pfizer (PFE) 0.3 $377k 15k 25.34
Bristol Myers Squibb (BMY) 0.3 $349k 5.7k 60.99
JPMorgan Chase & Co. (JPM) 0.3 $346k 1.4k 245.26
Microsoft Corporation (MSFT) 0.2 $328k 873.00 375.27
iShares Morningstar Small-Cap Mrgstr Sm Cp Etf (ISCB) 0.2 $312k 5.8k 54.18
Invesco S&P 500 Equal Weight S&p 500 Eql Wgt (RSP) 0.2 $297k 1.7k 173.23
Marathon Petroleum Corp (MPC) 0.2 $291k 2.0k 145.69
iShares Morningstar Mid-Cap Mrgstr Md Cp Etf (IMCB) 0.2 $285k 3.9k 74.08
Streetracks Gold TRUST Gold Shs (GLD) 0.2 $258k 895.00 288.14
iShares Russell 2000 Russell 2000 Etf (IWM) 0.2 $249k 1.3k 199.49
Vanguard Information Technology Inf Tech Etf (VGT) 0.2 $224k 413.00 542.87
iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.2 $218k 1.9k 117.49