Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
iShares S&P 500 Index (IVV) | 70,334 | -1,482 | $36,977 |
IVV | 70,334 | -1,482 | $36,977 |
Invesco QQQ Trust | 53,849 | -1,402 | $23,909 |
QQQ | 53,849 | -1,402 | $23,909 |
Schwab US Large Cap Growth | 156,900 | -3,688 | $14,548 |
SCHG | 156,900 | -3,688 | $14,548 |
Vanguard High Dividend Yield (VYM) | 70,821 | +200 | $8,569 |
VYM | 70,821 | +200 | $8,569 |
iShares Core S&P Small Cap (IJR) | 72,325 | +384 | $7,993 |
IJR | 72,325 | +384 | $7,993 |
Schwab US Dividend Equity | 85,927 | +653 | $6,928 |
SCHD | 85,927 | +653 | $6,928 |
Schwab US Mid Cap | 77,726 | +1,284 | $6,329 |
SCHM | 77,726 | +1,284 | $6,329 |
Apple Inc. | 35,599 | -564 | $6,104 |
AAPL | 35,599 | -564 | $6,104 |
Vanguard Total Stock Market (VTI) | 15,759 | -1,071 | $4,096 |
VTI | 15,759 | -1,071 | $4,096 |
Vanguard Dividend Appreciation (VIG) | 13,267 | -1,562 | $2,423 |
VIG | 13,267 | -1,562 | $2,423 |
Stryker Corp | 5,980 | -218 | $2,140 |
SYK | 5,980 | -218 | $2,140 |
SPDR S&P Dividend (SDY) | 12,171 | +19 | $1,597 |
SDY | 12,171 | +19 | $1,597 |
iShares Core S&P Mid Cap (IJH) | 24,583 | +19,403 | $1,493 |
IJH | 24,583 | +19,403 | $1,493 |
iShares Russell Mid Cap (IWR) | 16,021 | +23 | $1,347 |
IWR | 16,021 | +23 | $1,347 |
Nvidia Corp | 1,174 | -45 | $1,061 |
NVDA | 1,174 | -45 | $1,061 |
Lilly Eli & Company | 1,321 | -24 | $1,028 |
LLY | 1,321 | -24 | $1,028 |
Amazon.com Inc. | 4,900 | +13 | $884 |
AMZN | 4,900 | +13 | $884 |
iShares Russell 1000 Growth (IWF) | 2,036 | UNCH | $686 |
IWF | 2,036 | UNCH | $686 |
iShares Select Dividend (DVY) | 5,457 | UNCH | $672 |
DVY | 5,457 | UNCH | $672 |
iShares High Dividend (HDV) | 5,319 | +10 | $586 |
HDV | 5,319 | +10 | $586 |
Microsoft Corp | 1,393 | +1 | $586 |
MSFT | 1,393 | +1 | $586 |
Tesla Inc. | 3,082 | UNCH | $542 |
TSLA | 3,082 | UNCH | $542 |
Badger Meter Inc | 3,200 | UNCH | $518 |
BMI | 3,200 | UNCH | $518 |
Vanguard Health Care (VHT) | 1,705 | -105 | $461 |
VHT | 1,705 | -105 | $461 |
Johnson & Johnson | 2,752 | +12 | $435 |
JNJ | 2,752 | +12 | $435 |
Wisdomtree US Al Enhanced Value | 4,085 | -816 | $416 |
AIVL | 4,085 | -816 | $416 |
Visa Inc | 1,460 | -221 | $407 |
V | 1,460 | -221 | $407 |
Marathon Pete Corp | 2,000 | UNCH | $403 |
MPC | 2,000 | UNCH | $403 |
Invesco S&P 500 Equal Weight | 2,318 | -445 | $393 |
RSP | 2,318 | -445 | $393 |
iShares Morningstar Mid Cap (IMCB) | 4,851 | -6,392 | $353 |
IMCB | 4,851 | -6,392 | $353 |
iShares Morningstar Small Cap (ISCB) | 5,989 | +12 | $337 |
ISCB | 5,989 | +12 | $337 |
Pfizer Incorporated | 11,402 | +11,402 | $316 |
PFE | 11,402 | +11,402 | $316 |
iShares Russell 2000 (IWM) | 1,350 | UNCH | $284 |
IWM | 1,350 | UNCH | $284 |
J.P. Morgan Chase & Co. | 1,388 | +4 | $278 |
JPM | 1,388 | +4 | $278 |
iShares Russell Midcap Growth (IWP) | 1,907 | -360 | $218 |
IWP | 1,907 | -360 | $218 |
Vanguard Information Technology (VGT) | 413 | UNCH | $217 |
VGT | 413 | UNCH | $217 |
See Full List: All Stocks Held By PPS&V Asset Management Consultants Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By PPS&V Asset Management Consultants Inc.
Size ($ in 1000's)
At 03/31/2024: $135,748 At 12/31/2023: $130,681 PPS&V Asset Management Consultants Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PPS&V Asset Management Consultants Inc. 13F filings. Link to 13F filings: SEC filings |