The Analysis of PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Holdings
Currently, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. holds 41 types of securities in its portfolio with a total value $172.3M. In the most recent quarter, they have increased their positions in SCHD (+9.7K shares, valued at $265.5K), SCHM (+8.6K shares, valued at $259.4K), IJR (+1.7K shares, valued at $206.8K); decreased their positions in AAPL (-4.8K shares, valued at $1.3M), N/A (-1.6K shares, valued at $957.7K), SYK (-2.0K shares, valued at $708.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV iShares S&P 500 Index69.7K shares-1.38%2025-12-312026-01-07
SCHG Schwab US Large Cap Growth594.6K shares-3.30%2025-12-312026-01-07 VYM Vanguard High Dividend Yield79.0K shares0.61%2025-12-312026-01-07 IJR iShares Core S&P Small-Cap84.4K shares2.08%2025-12-312026-01-07 SCHD Schwab US Dividend Equity309.3K shares3.23%2025-12-312026-01-07 AAPL Apple Inc.29.3K shares-14.13%2025-12-312026-01-07 SCHM Schwab US Mid Cap264.4K shares3.37%2025-12-312026-01-07 VTI Vanguard Total Stock Market14.6K shares-2.71%2025-12-312026-01-07 VIG Vanguard Dividend Appreciation9.2K shares-13.72%2025-12-312026-01-07 IJH iShares Core S&P Mid-Cap30.5K shares-3.07%2025-12-312026-01-07 NVDA Nvidia Corp9.5K shares-5.96%2025-12-312026-01-07 LLY Eli Lilly and Co1.3K shares-0.31%2025-12-312026-01-07 SYK Stryker Corp3.6K shares-35.98%2025-12-312026-01-07 TSLA Tesla, Inc.2.8K shares-0.33%2025-12-312026-01-07 SDY SPDR S&P Dividend8.6K shares0.00%2025-12-312026-01-07 IWR iShares Russell Mid-Cap11.7K shares0.00%2025-12-312026-01-07 IWF iShares Russell 1000 Growth2.0K shares0.00%2025-12-312026-01-07 AMZN Amazon.com Inc.4.0K shares-18.79%2025-12-312026-01-07 HDV iShares High Dividend5.3K shares0.00%2025-12-312026-01-07 DVY iShares Select Dividend4.0K shares0.00%2025-12-312026-01-07 BMI Badger Meter Inc3.2K shares0.00%2025-12-312026-01-07 JNJ Johnson & Johnson2.4K shares-3.93%2025-12-312026-01-07 JPM J.P. Morgan Chase & Co.1.6K shares1.36%2025-12-312026-01-07 AIVL Wisdomtree US Al Enhanced Value4.1K shares0.00%2025-12-312026-01-07 MSFT Microsoft Corp817 shares0.12%2025-12-312026-01-07 ISCB iShares Morningstar Small-Cap5.8K shares0.00%2025-12-312026-01-07 V Visa Inc1.0K shares-25.38%2025-12-312026-01-07 GLD Streetracks Gold TRUST895 shares0.00%2025-12-312026-01-07 MPC Marathon Pete Corp2.0K shares0.00%2025-12-312026-01-07 IMCB iShares Morningstar Mid-Cap3.9K shares0.00%2025-12-312026-01-07 PFE Pfizer Incorporated12.7K shares-6.85%2025-12-312026-01-07 VGT Vanguard Information Technology413 shares0.00%2025-12-312026-01-07 IWM iShares Russell 20001.3K shares0.00%2025-12-312026-01-07 BMY Bristol-Myers Squibb Co4.7K shares-8.74%2025-12-312026-01-07 AXP American Express Company689 shares-1.43%2025-12-312026-01-07 IWP iShares Russell Midcap Growth1.9K shares0.00%2025-12-312026-01-07 IXN Ishares Global Technology2.4K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available