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 $148.02 million in total holdings as of December 31, 2024.Pps&V Asset Management Consultants, Inc. owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 14.66% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Pps&V Asset Management Consultants, Inc. has purchased 39 new stocks and bought additional shares in 11 stocks.Pps&V Asset Management Consultants, Inc. sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $39,490,277Invesco QQQ $26,161,164Schwab U.S. Large-Cap Growth ETF $16,018,860Vanguard High Dividend Yield ETF $9,404,361Apple $8,847,637 Largest New Holdings this Quarter American Express $214,737 HoldingiShares Global Tech ETF $203,400 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 426,825 shares (about $11.90M)Schwab US Dividend Equity ETF 180,927 shares (about $4.94M)Schwab U.S. Mid-Cap ETF 156,875 shares (about $4.35M)American Express 724 shares (about $214.74K)iShares Global Tech ETF 2,400 shares (about $203.40K) Largest Sales this Quarter iShares Core S&P 500 ETF 959 shares (about $564.54K)Invesco QQQ 654 shares (about $334.34K)Vanguard Dividend Appreciation ETF 740 shares (about $144.92K)Vanguard Health Care ETF 439 shares (about $111.34K)iShares Core S&P Small-Cap ETF 637 shares (about $73.40K) 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$39,490,277$564,542 ▼-1.4%67,08326.7%ETFQQQInvesco QQQ$26,161,164$334,344 ▼-1.3%51,17317.7%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$16,018,860$11,895,607 ▲288.5%574,77110.8%ETFVYMVanguard High Dividend Yield ETF$9,404,361$68,516 ▼-0.7%73,7086.4%ETFAAPLApple$8,847,637$21,035 ▼-0.2%35,3316.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$8,390,079$73,395 ▼-0.9%72,8185.7%ETFSCHDSchwab US Dividend Equity ETF$7,344,122$4,942,917 ▲205.9%268,8195.0%ETFSCHMSchwab U.S. Mid-Cap ETF$6,541,094$4,347,013 ▲198.1%236,0554.4%ETFVTIVanguard Total Stock Market ETF$4,497,132$5,216 ▲0.1%15,5183.0%ETFVIGVanguard Dividend Appreciation ETF$2,323,740$144,916 ▼-5.9%11,8661.6%ETFSYKStryker$2,047,5220.0%5,6871.4%MedicalIJHiShares Core S&P Mid-Cap ETF$1,728,972$20,562 ▼-1.2%27,7481.2%ETFNVDANVIDIA$1,286,244$70,100 ▼-5.2%9,5780.9%Computer and TechnologySDYSPDR S&P Dividend ETF$1,132,519$38,970 ▲3.6%8,5730.8%ETFTSLATesla$1,115,810$39,172 ▼-3.4%2,7630.8%Auto/Tires/TrucksIWRiShares Russell Mid-Cap ETF$1,067,3460.0%12,0740.7%ETFAMZNAmazon.com$1,062,286$1,755 ▲0.2%4,8420.7%Retail/WholesaleLLYEli Lilly and Company$1,011,626$6,178 ▼-0.6%1,3100.7%MedicalIWFiShares Russell 1000 Growth ETF$817,6170.0%2,0360.6%ETFBMIBadger Meter$678,7840.0%3,2000.5%Computer and TechnologyHDViShares Core High Dividend ETF$597,1650.0%5,3190.4%ETFMSFTMicrosoft$588,253$421 ▲0.1%1,3960.4%Computer and TechnologyDVYiShares Select Dividend ETF$555,7030.0%4,2330.4%ETFVVisa$442,953$4,423 ▼-1.0%1,4020.3%Business ServicesAIVLWisdomTree U.S. AI Enhanced Value Fund$435,1340.0%4,0850.3%FinancePFEPfizer$403,290$21,410 ▲5.6%15,2010.3%MedicalJNJJohnson & Johnson$360,678$6,219 ▲1.8%2,4940.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$352,0370.0%2,0090.2%ETFISCBiShares Morningstar Small-Cap ETF$337,6430.0%5,7550.2%ETFJPMJPMorgan Chase & Co.$333,445$240 ▲0.1%1,3910.2%FinanceBMYBristol-Myers Squibb$329,388$17,363 ▲5.6%5,8240.2%MedicalVHTVanguard Health Care ETF$321,099$111,345 ▼-25.7%1,2660.2%ETFIWMiShares Russell 2000 ETF$298,2960.0%1,3500.2%FinanceIMCBiShares Morningstar Mid-Cap ETF$293,2330.0%3,8510.2%ETFMPCMarathon Petroleum$279,0000.0%2,0000.2%Oils/EnergyVGTVanguard Information Technology ETF$257,0350.0%4130.2%ETFIWPiShares Russell Mid-Cap Growth ETF$234,7410.0%1,8520.2%ETFGLDSPDR Gold Shares$216,7060.0%8950.1%FinanceAXPAmerican Express$214,737$214,737 ▲New Holding7240.1%FinanceIXNiShares Global Tech ETF$203,400$203,400 ▲New Holding2,4000.1%ETFXLKTechnology Select Sector SPDR Fund$0$232,421 ▼-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. 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