PV
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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 % |
PPS&V ASSET MANAGEMENT CONSULT... Top Holdings of 2025-06-30
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| 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 | +16.45% | +8.98% | 642,461.0 | ||
QQQ | INVESCO QQQ Trust | 53,926 | 29,747.8 | +5.91% | 18.760 | +1.05% | 0.010 | +21.03% | +10.81% | 360,250.4 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 609,057 | 17,790.5 | +6.29% | 11.220 | +0.66% | 0.040 | +20.79% | +8.07% | 45,910.6 | ||
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 | +10.99% | +8.07% | 59,515.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 79,802 | 8,721.6 | +8.78% | 5.500 | +0.44% | 0.010 | +12.87% | -1.86% | 81,849.8 | ||
SCHD | Schwab US Dividend Equity ETF | 286,478 | 7,591.7 | +6.59% | 4.790 | +0.30% | 0.010 | +7.15% | +1.74% | 71,237.6 | ||
AAPL | Apple Inc | 35,213 | 7,224.7 | +0.47% | 4.560 | +0.02% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
SCHM | Schwab U.S. Mid-Cap ETF | 252,474 | 7,081.9 | +6.82% | 4.470 | +0.29% | 0.060 | +14.14% | +5.05% | 11,926.6 | ||
VTI | Vanguard Total Stock Market ETF | 15,356 | 4,667.1 | +3.65% | 2.940 | +0.10% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
SYK | Stryker Corp | 5,687 | 2,249.9 | 0% | 1.420 | 0% | 0.000 | +10.10% | +10.66% | 151,589.5 | Medical Devices & Instruments |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Historical Top Holdings Breakdowns
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Top Stock Picks
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| 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 | $637.58 | 11.08% | Add 4.43% | 70,037 | 2,970 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +1.05% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | 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 | $30.06 | 13.78% | 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 | $112.32 | 8.64% | 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 | $136.08 | 7.38% | 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 | $27.28 | 4.36% | 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 | $28.92 | 9.63% | 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 | $1,180.76 | 4.72% | New holding | 202 | 202 | |
AXP | American Express Co | 2025-06-30 | New Buy New Buy | +0.14% | 231.39 ($281.25) 318.98 | $308.25 | 9.60% | New holding | 698 | 698 | |
IXN | iShares Global Tech ETF | 2025-06-30 | New Buy New Buy | +0.14% | 65.81 ($80.96) 92.34 | $95.35 | 17.77% | New holding | 2,400 | 2,400 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Total Holding History ($B)
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Asset Allocation
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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