PPS&V ASSET MANAGEMENT CONSULTANTS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held in its portfolio 41 assets valued at $172,277,268 (i.e. $172.28M).
The most valuable assets in the portfolio included: iShares S&P 500 Index ($47.74M), Invesco QQQ Trust ($32.28M), and Schwab US Large Cap Growth ($19.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| iShares S&P 500 Index | 69702 | 47741650 | CORE S&P 500 ETF |
| Invesco QQQ Trust | 52544 | 32278433 | UNIT SER 1 |
| Schwab US Large Cap Growth | 594557 | 19394439 | US LCAP GR ETF |
| Vanguard High Dividend Yield | 78970 | 11333753 | HIGH DIV YLD |
| iShares Core S&P Small-Cap | 84384 | 10141255 | CORE S&P SCP ETF |
| Schwab US Dividend Equity | 309278 | 8483509 | US DIVIDEND EQ |
| Apple Inc. | 29294 | 7963840 | COM |
| Schwab US Mid Cap | 264437 | 7951626 | US MID-CAP ETF |
| Vanguard Total Stock Market | 14603 | 4895890 | TOTAL STK MKT |
| Vanguard Dividend Appreciation | 9213 | 2024890 | DIV APP ETF |
| iShares Core S&P Mid-Cap | 30486 | 2012086 | CORE S&P MCP ETF |
| Nvidia Corp | 9458 | 1763983 | COM |
| Eli Lilly and Co | 1284 | 1379448 | COM |
| Stryker Corp | 3587 | 1260784 | COM |
| Tesla, Inc. | 2754 | 1238529 | COM |
| SPDR S&P Dividend | 8573 | 1193046 | STATE STREET SPD |
| iShares Russell Mid-Cap | 11710 | 1127326 | RUS MID CAP ETF |
| iShares Russell 1000 Growth | 2036 | 963639 | RUS 1000 GRW ETF |
| Amazon.com Inc. | 4012 | 926050 | COM |
| iShares High Dividend | 5319 | 646902 | CORE HIGH DV ETF |
| iShares Select Dividend | 3972 | 560557 | SELECT DIVID ETF |
| Badger Meter Inc | 3200 | 558112 | COM |
| Johnson & Johnson | 2446 | 506193 | COM |
| J.P. Morgan Chase & Co. | 1570 | 505958 | COM |
| Wisdomtree US Al Enhanced Value | 4085 | 469693 | US AI ENHANCED |
| Microsoft Corp | 817 | 395329 | COM |
| iShares Morningstar Small-Cap | 5755 | 374181 | MRGSTR SM CP ETF |
| Visa Inc | 1020 | 357623 | COM CL A |
| Streetracks Gold TRUST | 895 | 354697 | GOLD SHS |
| Marathon Pete Corp | 2000 | 325260 | COM |
| iShares Morningstar Mid-Cap | 3851 | 318570 | MRGSTR MD CP ETF |
| Pfizer Incorporated | 12734 | 317077 | COM |
| Alphabet Inc. Class A | 1000 | 313000 | CAP STK CL A |
| Vanguard Information Technology | 413 | 311592 | INF TECH ETF |
| iShares Russell 2000 | 1250 | 307700 | RUSSELL 2000 ETF |
| Alphabet Inc Class C | 902 | 282995 | CAP STK CL C |
| Invesco S&P 500 Equal Weight | 1468 | 281210 | S&P 500 EQL WGT |
| Bristol-Myers Squibb Co | 4748 | 256107 | COM |
| American Express Company | 689 | 254723 | COM |
| iShares Russell Midcap Growth | 1852 | 253613 | RUS MD CP GR ETF |
| Ishares Global Technology | 2400 | 252000 | GLOBAL TECH ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.