Pps&V Asset Management Consultants, Inc. Top Holdings and 13F Report (2025) About Pps&V Asset Management Consultants, Inc.Investment ActivityPps&V Asset Management Consultants, Inc. has $137.78 million in total holdings as of March 31, 2025.Pps&V Asset Management Consultants, Inc. owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.11% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Pps&V Asset Management Consultants, Inc. has purchased 40 new stocks and bought additional shares in 5 stocks.Pps&V Asset Management Consultants, Inc. sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $37,684,940Invesco QQQ $23,875,682Schwab U.S. Large-Cap Growth ETF $14,347,637Vanguard High Dividend Yield ETF $9,476,949Apple $7,784,909 Largest Purchases this Quarter NVIDIA 652 shares (about $70.66K)iShares Core S&P Small-Cap ETF 545 shares (about $56.99K)Schwab U.S. Mid-Cap ETF 299 shares (about $7.83K)Johnson & Johnson 36 shares (about $5.97K)JPMorgan Chase & Co. 21 shares (about $5.15K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 1,077 shares (about $208.93K)Microsoft 523 shares (about $196.27K)Vanguard Total Stock Market ETF 703 shares (about $193.21K)Invesco QQQ 257 shares (about $120.51K)Apple 284 shares (about $63.08K) 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$37,684,940$8,990 ▼0.0%67,06727.4%ETFQQQInvesco QQQ$23,875,682$120,513 ▼-0.5%50,91617.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$14,347,637$44,621 ▼-0.3%572,98910.4%ETFVYMVanguard High Dividend Yield ETF$9,476,949$28,371 ▼-0.3%73,4886.9%ETFAAPLApple$7,784,909$63,084 ▼-0.8%35,0475.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,671,591$56,991 ▲0.7%73,3635.6%ETFSCHDSchwab US Dividend Equity ETF$7,514,851$1,342 ▼0.0%268,7715.5%ETFSCHMSchwab U.S. Mid-Cap ETF$6,192,466$7,834 ▲0.1%236,3544.5%ETFVTIVanguard Total Stock Market ETF$4,071,691$193,210 ▼-4.5%14,8153.0%ETFSYKStryker$2,116,9370.0%5,6871.5%MedicalVIGVanguard Dividend Appreciation ETF$2,092,979$208,929 ▼-9.1%10,7891.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,599,148$19,956 ▼-1.2%27,4061.2%ETFSDYSPDR S&P Dividend ETF$1,163,2110.0%8,5730.8%ETFNVDANVIDIA$1,108,739$70,664 ▲6.8%10,2300.8%Computer and TechnologyLLYEli Lilly and Company$1,034,404$47,920 ▼-4.4%1,2520.8%MedicalIWRiShares Russell Mid-Cap ETF$1,027,1390.0%12,0740.7%ETFAMZNAmazon.com$901,452$19,787 ▼-2.1%4,7380.7%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$735,1790.0%2,0360.5%ETFTSLATesla$716,0590.0%2,7630.5%Auto/Tires/TrucksHDViShares Core High Dividend ETF$644,2950.0%5,3190.5%ETFBMIBadger Meter$608,8000.0%3,2000.4%Computer and TechnologyDVYiShares Select Dividend ETF$533,351$35,046 ▼-6.2%3,9720.4%ETFVVisa$479,372$11,914 ▼-2.4%1,3680.3%Business ServicesAIVLWisdomTree U.S. AI Enhanced Value Fund$448,5340.0%4,0850.3%FinanceJNJJohnson & Johnson$419,614$5,971 ▲1.4%2,5300.3%MedicalPFEPfizer$377,204$7,982 ▼-2.1%14,8860.3%MedicalBMYBristol-Myers Squibb$349,315$5,916 ▼-1.7%5,7270.3%MedicalJPMJPMorgan Chase & Co.$346,305$5,150 ▲1.5%1,4120.3%FinanceMSFTMicrosoft$327,612$196,267 ▼-37.5%8730.2%Computer and TechnologyISCBiShares Morningstar Small-Cap ETF$311,8060.0%5,7550.2%ETFRSPInvesco S&P 500 Equal Weight ETF$296,916$51,103 ▼-14.7%1,7140.2%ETFMPCMarathon Petroleum$291,3800.0%2,0000.2%EnergyIMCBiShares Morningstar Mid-Cap ETF$285,2730.0%3,8510.2%ETFGLDSPDR Gold Shares$257,8850.0%8950.2%FinanceIWMiShares Russell 2000 ETF$249,363$19,949 ▼-7.4%1,2500.2%FinanceVGTVanguard Information Technology ETF$224,2050.0%4130.2%ETFIWPiShares Russell Mid-Cap Growth ETF$217,5910.0%1,8520.2%ETFVHTVanguard Health Care ETF$0$321,099 ▼-100.0%00.0%ETFAXPAmerican Express$0$214,737 ▼-100.0%00.0%FinanceIXNiShares Global Tech ETF$0$203,400 ▼-100.0%00.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
