Pps&V Asset Management Consultants, Inc. Top Holdings and 13F Report (2024) About Pps&V Asset Management Consultants, Inc.Investment ActivityPps&V Asset Management Consultants, Inc. has $145.80 million in total holdings as of September 30, 2024.Pps&V Asset Management Consultants, Inc. owns shares of 39 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.75% of the portfolio was purchased this quarter.About 1.83% of the portfolio was sold this quarter.This quarter, Pps&V Asset Management Consultants, Inc. has purchased 37 new stocks and bought additional shares in 8 stocks.Pps&V Asset Management Consultants, Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $39,247,805Invesco QQQ $25,295,005Schwab U.S. Large-Cap Growth ETF $15,413,058Vanguard High Dividend Yield ETF $9,518,270iShares Core S&P Small-Cap ETF $8,591,296 Largest New Holdings this Quarter Bristol-Myers Squibb $285,433 HoldingSPDR Gold Shares $217,539 Holding Largest Purchases this Quarter Bristol-Myers Squibb 5,517 shares (about $285.43K)Schwab US Dividend Equity ETF 2,817 shares (about $238.12K)SPDR Gold Shares 895 shares (about $217.54K)Schwab U.S. Mid-Cap ETF 2,129 shares (about $176.90K)iShares Core S&P Small-Cap ETF 949 shares (about $111.00K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,379 shares (about $795.43K)Invesco QQQ 1,394 shares (about $680.36K)Schwab U.S. Large-Cap Growth ETF 6,204 shares (about $646.33K)Vanguard Total Stock Market ETF 496 shares (about $140.45K)Vanguard Dividend Appreciation ETF 550 shares (about $108.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPps&V Asset Management Consultants, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$39,247,805$795,431 ▼-2.0%68,04226.9%ETFQQQInvesco QQQ$25,295,005$680,364 ▼-2.6%51,82717.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$15,413,058$646,335 ▼-4.0%147,94610.6%ETFVYMVanguard High Dividend Yield ETF$9,518,270$71,792 ▼-0.7%74,2456.5%ETFIJRiShares Core S&P Small-Cap ETF$8,591,296$110,995 ▲1.3%73,4555.9%ETFAAPLApple$8,251,632$7,922 ▼-0.1%35,4155.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$7,429,548$238,122 ▲3.3%87,8925.1%ETFSCHMSchwab U.S. Mid-Cap ETF$6,579,060$176,898 ▲2.8%79,1804.5%ETFVTIVanguard Total Stock Market ETF$4,388,990$140,448 ▼-3.1%15,5003.0%ETFVIGVanguard Dividend Appreciation ETF$2,496,690$108,931 ▼-4.2%12,6061.7%ETFSYKStryker$2,054,366$6,502 ▼-0.3%5,6871.4%MedicalIJHiShares Core S&P Mid-Cap ETF$1,749,807$61,634 ▼-3.4%28,0781.2%ETFNVDANVIDIA$1,226,540$31,331 ▲2.6%10,1000.8%Computer and TechnologySDYSPDR S&P Dividend ETF$1,175,8350.0%8,2780.8%ETFLLYEli Lilly and Company$1,167,984$2,659 ▼-0.2%1,3180.8%MedicalIWRiShares Russell Mid-Cap ETF$1,064,2060.0%12,0740.7%ETFAMZNAmazon.com$900,719$12,298 ▼-1.3%4,8340.6%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$764,2740.0%2,0360.5%ETFTSLATesla$748,262$45,785 ▼-5.8%2,8600.5%Auto/Tires/TrucksBMIBadger Meter$698,9120.0%3,2000.5%Computer and TechnologyHDViShares Core High Dividend ETF$625,6770.0%5,3190.4%ETFMSFTMicrosoft$600,134$430 ▲0.1%1,3950.4%Computer and TechnologyDVYiShares Select Dividend ETF$571,702$5,537 ▼-1.0%4,2330.4%ETFVHTVanguard Health Care ETF$481,0700.0%1,7050.3%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$454,6600.0%4,0850.3%FinancePFEPfizer$416,562$27,869 ▲7.2%14,3940.3%MedicalJNJJohnson & Johnson$397,204$4,862 ▲1.2%2,4510.3%MedicalVVisa$389,402$4,400 ▼-1.1%1,4160.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$359,9320.0%2,0090.2%ETFISCBiShares Morningstar Small-Cap ETF$337,7620.0%5,7550.2%ETFMPCMarathon Petroleum$325,8200.0%2,0000.2%Oils/EnergyIWMiShares Russell 2000 ETF$298,2020.0%1,3500.2%FinanceJPMJPMorgan Chase & Co.$293,130$211 ▲0.1%1,3900.2%FinanceIMCBiShares Morningstar Mid-Cap ETF$292,732$76,015 ▼-20.6%3,8510.2%ETFBMYBristol-Myers Squibb$285,433$285,433 ▲New Holding5,5170.2%MedicalVGTVanguard Information Technology ETF$242,4510.0%4130.2%ETFXLKTechnology Select Sector SPDR Fund$232,421$226 ▼-0.1%1,0290.2%ETFGLDSPDR Gold Shares$217,539$217,539 ▲New Holding8950.1%FinanceIWPiShares Russell Mid-Cap Growth ETF$217,2210.0%1,8520.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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