PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$137.8B
Holdings
37
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVViShares S&P 500 Index | 67,067 | $37.7B | 27.35% | |
| 2 | NDQInvesco QQQ Trust | 50,916 | $23.9B | 17.33% | |
| 3 | SCHGSchwab US Large Cap Growth | 572,989 | $14.3B | 10.41% | |
| 4 | VYMVanguard High Dividend Yield | 73,488 | $9.5B | 6.88% | |
| 5 | AAPLApple Inc. | 35,047 | $7.8B | 5.65% | |
| 6 | IJRiShares Core S&P Small-Cap | 73,363 | $7.7B | 5.57% | |
| 7 | SCHDSchwab US Dividend Equity | 268,771 | $7.5B | 5.45% | |
| 8 | SCHMSchwab US Mid Cap | 236,354 | $6.2B | 4.49% | |
| 9 | VTIVanguard Total Stock Market | 14,815 | $4.1B | 2.96% | |
| 10 | SYKStryker Corp | 5,687 | $2.1B | 1.54% | |
| 11 | VIGVanguard Dividend Appreciation | 10,789 | $2.1B | 1.52% | |
| 12 | IJHiShares Core S&P Mid-Cap | 27,406 | $1.6B | 1.16% | |
| 13 | SDYSPDR S&P Dividend | 8,573 | $1.2B | 0.84% | |
| 14 | NVDANvidia Corp | 10,230 | $1.1B | 0.80% | |
| 15 | LLYEli Lilly and Co | 1,252 | $1.0B | 0.75% | |
| 16 | IWRiShares Russell Mid-Cap | 12,074 | $1.0B | 0.75% | |
| 17 | AMZNAmazon.com Inc. | 4,738 | $901.5M | 0.65% | |
| 18 | IWFiShares Russell 1000 Growth | 2,036 | $735.2M | 0.53% | |
| 19 | TSLATesla, Inc. | 2,763 | $716.1M | 0.52% | |
| 20 | HDViShares High Dividend | 5,319 | $644.3M | 0.47% | |
| 21 | BMIBadger Meter Inc | 3,200 | $608.8M | 0.44% | |
| 22 | AQLTiShares Select Dividend | 3,972 | $533.4M | 0.39% | |
| 23 | VVisa Inc | 1,368 | $479.4M | 0.35% | |
| 24 | AIVLWisdomtree US Al Enhanced Value | 4,085 | $448.5M | 0.33% | |
| 25 | JNJJohnson & Johnson | 2,530 | $419.6M | 0.30% | |
| 26 | PFEPfizer Incorporated | 14,886 | $377.2M | 0.27% | |
| 27 | BMYBristol-Myers Squibb Co | 5,727 | $349.3M | 0.25% | |
| 28 | JPMJ.P. Morgan Chase & Co. | 1,412 | $346.3M | 0.25% | |
| 29 | MSFTMicrosoft Corp | 873 | $327.6M | 0.24% | |
| 30 | ISCBiShares Morningstar Small-Cap | 5,755 | $311.8M | 0.23% | |
| 31 | RSPInvesco S&P 500 Equal Weight | 1,714 | $296.9M | 0.22% | |
| 32 | MPCMarathon Pete Corp | 2,000 | $291.4M | 0.21% | |
| 33 | IMCBiShares Morningstar Mid-Cap | 3,851 | $285.3M | 0.21% | |
| 34 | GQ9Streetracks Gold TRUST | 895 | $257.9M | 0.19% | |
| 35 | IWMiShares Russell 2000 | 1,250 | $249.4M | 0.18% | |
| 36 | VGTVanguard Information Technology | 413 | $224.2M | 0.16% | |
| 37 | IWPiShares Russell Midcap Growth | 1,852 | $217.6M | 0.16% |