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 $158.59 million in total holdings as of June 30, 2025.Pps&V Asset Management Consultants, Inc. owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 0.04% 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 16 stocks.Pps&V Asset Management Consultants, Inc. sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $43,485,781Invesco QQQ $29,747,758Schwab U.S. Large-Cap Growth ETF $17,790,546Vanguard High Dividend Yield ETF $10,292,582iShares Core S&P Small-Cap ETF $8,721,599 Largest New Holdings this Quarter 64110L106 - Netflix $270,504 Holding025816109 - American Express $222,818 Holding464287291 - iShares Global Tech ETF $221,616 Holding81369Y803 - Technology Select Sector SPDR Fund $202,712 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,970 shares (about $1.84M)Invesco QQQ 3,010 shares (about $1.66M)Schwab U.S. Large-Cap Growth ETF 36,068 shares (about $1.05M)iShares Core S&P Small-Cap ETF 6,439 shares (about $703.72K)Vanguard High Dividend Yield ETF 3,720 shares (about $495.91K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 254 shares (about $51.99K)Microsoft 33 shares (about $16.41K) 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$43,485,781$1,844,065 ▲4.4%70,03727.4%ETFQQQInvesco QQQ$29,747,758$1,660,437 ▲5.9%53,92618.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$17,790,546$1,053,546 ▲6.3%609,05711.2%ETFVYMVanguard High Dividend Yield ETF$10,292,582$495,912 ▲5.1%77,2086.5%ETFIJRiShares Core S&P Small-Cap ETF$8,721,599$703,721 ▲8.8%79,8025.5%ETFSCHDSchwab US Dividend Equity ETF$7,591,680$469,236 ▲6.6%286,4784.8%ETFAAPLApple$7,224,682$34,058 ▲0.5%35,2134.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$7,081,901$452,166 ▲6.8%252,4744.5%ETFVTIVanguard Total Stock Market ETF$4,667,079$164,424 ▲3.7%15,3562.9%ETFSYKStryker$2,249,9370.0%5,6871.4%MedicalVIGVanguard Dividend Appreciation ETF$2,156,220$51,987 ▼-2.4%10,5351.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,857,612$157,902 ▲9.3%29,9521.2%ETFNVDANVIDIA$1,660,505$44,238 ▲2.7%10,5101.0%Computer and TechnologySDYSPDR S&P Dividend ETF$1,163,6400.0%8,5730.7%ETFIWRiShares Russell Mid-Cap ETF$1,110,4500.0%12,0740.7%ETFAMZNAmazon.com$1,047,587$8,117 ▲0.8%4,7750.7%Retail/WholesaleLLYEli Lilly and Company$976,3530.0%1,2520.6%MedicalTSLATesla$877,6950.0%2,7630.6%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$864,4450.0%2,0360.5%ETFBMIBadger Meter$783,8400.0%3,2000.5%Computer and TechnologyHDViShares Core High Dividend ETF$623,2830.0%5,3190.4%ETFDVYiShares Select Dividend ETF$527,4730.0%3,9720.3%ETFVVisa$485,7450.0%1,3680.3%Business ServicesAIVLWisdomTree U.S. AI Enhanced Value Fund$461,8580.0%4,0850.3%FinanceMSFTMicrosoft$417,634$16,407 ▼-3.8%8400.3%Computer and TechnologyJPMJPMorgan Chase & Co.$415,057$5,797 ▲1.4%1,4320.3%FinanceJNJJohnson & Johnson$388,897$2,444 ▲0.6%2,5460.2%MedicalPFEPfizer$365,511$4,678 ▲1.3%15,0790.2%MedicalISCBiShares Morningstar Small-Cap ETF$335,4090.0%5,7550.2%ETFMPCMarathon Petroleum$332,2200.0%2,0000.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$311,5020.0%1,7140.2%ETFIMCBiShares Morningstar Mid-Cap ETF$306,7490.0%3,8510.2%ETFVGTVanguard Information Technology ETF$274,1810.0%4130.2%ETFBMYBristol Myers Squibb$273,322$8,194 ▲3.1%5,9040.2%MedicalGLDSPDR Gold Shares$272,8230.0%8950.2%FinanceNFLXNetflix$270,504$270,504 ▲New Holding2020.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$269,7380.0%1,2500.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$256,8350.0%1,8520.2%ETFAXPAmerican Express$222,818$222,818 ▲New Holding6980.1%FinanceIXNiShares Global Tech ETF$221,616$221,616 ▲New Holding2,4000.1%ETFXLKTechnology Select Sector SPDR Fund$202,712$202,712 ▲New Holding8010.1%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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