Pps&V Asset Management Consultants, Inc. Top Holdings and 13F Report (2024) → He Is Giving Away Bitcoin (From Crypto Swap Profits) (Ad) About Pps&V Asset Management Consultants, Inc.Investment ActivityPps&V Asset Management Consultants, Inc. has $135.75 million in total holdings as of March 31, 2024.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 18.89% of the portfolio was purchased this quarter.About 20.51% 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 13 stocks.Pps&V Asset Management Consultants, Inc. sold shares of 15 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $36,976,821Invesco QQQ $23,909,300Schwab U.S. Large-Cap Growth ETF $14,547,763Vanguard High Dividend Yield ETF $8,568,608iShares Core S&P Small-Cap ETF $7,993,358 Largest New Holdings this Quarter Invesco QQQ $23,909,300 HoldingPfizer $316,393 Holding Largest Purchases this Quarter Invesco QQQ 53,849 shares (about $23.91M)iShares Core S&P Mid-Cap ETF 19,403 shares (about $1.18M)Pfizer 11,402 shares (about $316.39K)Schwab U.S. Mid-Cap ETF 1,284 shares (about $104.56K)Schwab US Dividend Equity ETF 653 shares (about $52.65K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,482 shares (about $779.13K)iShares Morningstar Mid-Cap ETF 6,392 shares (about $465.50K)Schwab U.S. Large-Cap Growth ETF 3,688 shares (about $341.95K)Vanguard Dividend Appreciation ETF 1,562 shares (about $285.23K)Vanguard Total Stock Market ETF 1,071 shares (about $278.35K) 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$36,976,821$779,135 ▼-2.1%70,33427.2%ETFQQQInvesco QQQ$23,909,300$23,909,300 ▲New Holding53,84917.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$14,547,763$341,951 ▼-2.3%156,90010.7%ETFVYMVanguard High Dividend Yield ETF$8,568,608$24,198 ▲0.3%70,8216.3%ETFIJRiShares Core S&P Small-Cap ETF$7,993,358$42,440 ▲0.5%72,3255.9%ETFSCHDSchwab US Dividend Equity ETF$6,928,289$52,651 ▲0.8%85,9275.1%ETFSCHMSchwab U.S. Mid-Cap ETF$6,329,198$104,556 ▲1.7%77,7264.7%ETFAAPLApple$6,104,467$96,714 ▼-1.6%35,5994.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,095,662$278,346 ▼-6.4%15,7593.0%ETFVIGVanguard Dividend Appreciation ETF$2,422,597$285,226 ▼-10.5%13,2671.8%ETFSYKStryker$2,140,224$78,022 ▼-3.5%5,9801.6%MedicalSDYSPDR S&P Dividend ETF$1,597,325$2,494 ▲0.2%12,1711.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,493,199$1,178,560 ▲374.6%24,5831.1%ETFIWRiShares Russell Mid-Cap ETF$1,347,210$1,934 ▲0.1%16,0211.0%ETFNVDANVIDIA$1,061,221$40,677 ▼-3.7%1,1740.8%Computer and TechnologyLLYEli Lilly and Company$1,027,904$18,675 ▼-1.8%1,3210.8%MedicalAMZNAmazon.com$883,862$2,345 ▲0.3%4,9000.7%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$686,2340.0%2,0360.5%ETFDVYiShares Select Dividend ETF$672,1950.0%5,4570.5%ETFHDViShares Core High Dividend ETF$586,260$1,102 ▲0.2%5,3190.4%ETFMSFTMicrosoft$586,029$421 ▲0.1%1,3930.4%Computer and TechnologyTSLATesla$541,7850.0%3,0820.4%Auto/Tires/TrucksBMIBadger Meter$517,7920.0%3,2000.4%Computer and TechnologyVHTVanguard Health Care ETF$461,159$28,400 ▼-5.8%1,7050.3%ETFJNJJohnson & Johnson$435,334$1,898 ▲0.4%2,7520.3%MedicalAIVLWisdomTree U.S. AI Enhanced Value Fund$415,771$83,052 ▼-16.6%4,0850.3%FinanceVVisa$407,359$61,662 ▼-13.1%1,4600.3%Business ServicesMPCMarathon Petroleum$403,0000.0%2,0000.3%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$392,599$75,370 ▼-16.1%2,3180.3%ETFIMCBiShares Morningstar Mid-Cap ETF$353,278$465,503 ▼-56.9%4,8510.3%ETFISCBiShares Morningstar Small-Cap ETF$336,639$675 ▲0.2%5,9890.2%ETFPFEPfizer$316,393$316,393 ▲New Holding11,4020.2%MedicalIWMiShares Russell 2000 ETF$283,9050.0%1,3500.2%FinanceJPMJPMorgan Chase & Co.$278,102$801 ▲0.3%1,3880.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$217,665$41,090 ▼-15.9%1,9070.2%ETFVGTVanguard Information Technology ETF$216,7480.0%4130.2%ETFXLKTechnology Select Sector SPDR Fund$214,415$208,170 ▼-49.3%1,0300.2%ETFInvesco QQQ Trust$0$22,626,189 ▼-100.0%00.0%UNIT SER 1SSOProShares Ultra S&P500$0$1,887,420 ▼-100.0%00.0%ETFFCXFreeport-McMoRan$0$212,850 ▼-100.0%00.0%Basic MaterialsIWNiShares Russell 2000 Value ETF$0$209,230 ▼-100.0%00.0%ETFOTLKOutlook Therapeutics$0$19,760 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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