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PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

13F
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
Last update 2025-07-09 41 Stocks (4 new)
Value $159.00 Mil Turnover 5 %
Countries:
PPS&V ASSET MANAGEMENT CONSULT... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
70,037
43,485.8
+4.43%
27.420
+1.16%
0.010
+16.67%
+9.19%
643,690.4
 
QQQ
INVESCO QQQ Trust
53,926
29,747.8
+5.91%
18.760
+1.05%
0.010
+21.22%
+10.98%
360,805.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
609,057
17,790.5
+6.29%
11.220
+0.66%
0.040
+20.93%
+8.20%
45,964.1
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
77,208
10,292.6
+5.06%
6.490
+0.31%
0.020
+11.24%
+8.31%
59,649.1
 
IJR
iShares Core S&P Small-Cap ETF
79,802
8,721.6
+8.78%
5.500
+0.44%
0.010
+13.34%
-1.45%
82,192.3
 
SCHD
Schwab US Dividend Equity ETF
286,478
7,591.7
+6.59%
4.790
+0.30%
0.010
+7.21%
+1.80%
71,276.8
 
AAPL
Apple Inc
35,213
7,224.7
+0.47%
4.560
+0.02%
0.000
+3.38%
-13.89%
3,213,069.6
Hardware
SCHM
Schwab U.S. Mid-Cap ETF
252,474
7,081.9
+6.82%
4.470
+0.29%
0.060
+14.37%
+5.27%
11,951.4
 
VTI
Vanguard Total Stock Market ETF
15,356
4,667.1
+3.65%
2.940
+0.10%
0.000
+16.68%
+8.68%
479,197.1
 
SYK
Stryker Corp
5,687
2,249.9
0%
1.420
0%
0.000
+10.47%
+11.04%
152,107.3
Medical Devices & Instruments

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Historical Top Holdings Breakdowns

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+1.16%
498.8 ($573.99) 620.9
$638.80
11.29%
Add 4.43%
70,037
2,970
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+1.05%
416.06 ($496.89) 551.64
$565.88
13.88%
Add 5.91%
53,926
3,010
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+0.66%
22.27 ($26.42) 29.21
$30.09
13.91%
Add 6.29%
609,057
36,068
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.44%
90.56 ($103.39) 109.49
$112.79
9.09%
Add 8.78%
79,802
6,439
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-06-30
Add
Add
+0.31%
114.78 ($126.73) 133.31
$136.38
7.62%
Add 5.06%
77,208
3,720
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Add
Add
+0.30%
24.32 ($26.14) 27.96
$27.30
4.42%
Add 6.59%
286,478
17,707
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Add
Add
+0.29%
22.92 ($26.38) 28.05
$28.98
9.86%
Add 6.82%
252,474
16,120
NFLX
Netflix Inc
2025-06-30
New Buy
New Buy
+0.17%
855.86 ($1127.52) 1339.13
$1,169.66
3.74%
New holding
202
202
AXP
American Express Co
2025-06-30
New Buy
New Buy
+0.14%
231.39 ($281.25) 318.98
$309.25
9.96%
New holding
698
698
IXN
iShares Global Tech ETF
2025-06-30
New Buy
New Buy
+0.14%
65.81 ($80.96) 92.34
$95.43
17.87%
New holding
2,400
2,400

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Total Holding History ($B)

To

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Asset Allocation

To

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Hypothetical Growth since 2025-06-30

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Holdings Heat Map

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PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Holdings Bubble Chart

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. News

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