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The Analysis of PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Holdings & P&L

Currently, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. holds 41 types of securities in its portfolio with a total value $163.8M. In the most recent quarter, they have increased their positions in XOM (+1.3K shares, valued at $212.1K), VTI (+296 shares, valued at $95.0K), IJR (+639 shares, valued at $79.4K); decreased their positions in IVV (-1.0K shares, valued at $670.2K), VIG (-2.5K shares, valued at $528.6K), N/A (-788 shares, valued at $454.8K); initiated new positions in XOM (+1.3K shares, valued at $212.1K).

1M P&L

+923.1K+0.62%

3M P&L

+1.8M+1.22%

HY P&L

+8.3M+5.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A117.0M

87.9%

2Consumer Electronics7.1M

5.3%

3Drug Manufacturers - General2.4M

1.8%

Top Industries by Stock Count

1N/A21 stocks

56.8%

2Drug Manufacturers - General4 stocks

10.8%

3Credit Services2 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV iShares S&P 500 Index68.7K shares-1.47%2026-03-312026-04-08

Invesco QQQ Trust Invesco QQQ Trust51.8K shares-1.50%2026-03-312026-04-08

SCHG Schwab US Large Cap Growth590.2K shares-0.73%2026-03-312026-04-08

VYM Vanguard High Dividend Yield79.5K shares0.66%2026-03-312026-04-08

IJR iShares Core S&P Small-Cap85.0K shares0.76%2026-03-312026-04-08

SCHD Schwab US Dividend Equity308.9K shares-0.12%2026-03-312026-04-08

SCHM Schwab US Mid Cap264.9K shares0.19%2026-03-312026-04-08

AAPL Apple Inc.28.0K shares-4.28%2026-03-312026-04-08

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VTI Vanguard Total Stock Market14.9K shares2.03%2026-03-312026-04-08

IJH iShares Core S&P Mid-Cap30.9K shares1.34%2026-03-312026-04-08

NVDA Nvidia Corp8.4K shares-10.97%2026-03-312026-04-08

VIG Vanguard Dividend Appreciation6.8K shares-26.68%2026-03-312026-04-08

LLY Eli Lilly and Co1.2K shares-2.73%2026-03-312026-04-08

IWR iShares Russell Mid-Cap11.8K shares0.48%2026-03-312026-04-08

SDY SPDR S&P Dividend7.3K shares-14.86%2026-03-312026-04-08

TSLA Tesla, Inc.2.8K shares0.00%2026-03-312026-04-08

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IWF iShares Russell 1000 Growth2.0K shares0.00%2026-03-312026-04-08

AMZN Amazon.com Inc.4.1K shares3.36%2026-03-312026-04-08

HDV iShares High Dividend5.8K shares9.08%2026-03-312026-04-08

SYK Stryker Corp2.4K shares-33.23%2026-03-312026-04-08

DVY iShares Select Dividend3.8K shares-4.98%2026-03-312026-04-08

JNJ Johnson & Johnson2.2K shares-8.50%2026-03-312026-04-08

JPM J.P. Morgan Chase & Co.1.7K shares7.64%2026-03-312026-04-08

MPC Marathon Pete Corp2.0K shares0.00%2026-03-312026-04-08

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BMI Badger Meter Inc3.2K shares0.00%2026-03-312026-04-08

AIVL Wisdomtree US Al Enhanced Value4.1K shares0.00%2026-03-312026-04-08

ISCB iShares Morningstar Small-Cap5.8K shares0.00%2026-03-312026-04-08

PFE Pfizer Incorporated13.0K shares1.70%2026-03-312026-04-08

V Visa Inc1.0K shares2.16%2026-03-312026-04-08

IWM iShares Russell 20001.3K shares0.00%2026-03-312026-04-08

MSFT Microsoft Corp804 shares-1.59%2026-03-312026-04-08

BMY Bristol-Myers Squibb Co4.8K shares1.87%2026-03-312026-04-08

Sponsored

VGT Vanguard Information Technology413 shares0.00%2026-03-312026-04-08

Alphabet Inc. Class A Alphabet Inc. Class A1.0K shares0.00%2026-03-312026-04-08

IMCB iShares Morningstar Mid-Cap3.4K shares-11.71%2026-03-312026-04-08

Invesco S&P 500 Equal Weight Invesco S&P 500 Equal Weight1.4K shares-2.93%2026-03-312026-04-08

IXN iShares Global Tech2.4K shares0.00%2026-03-312026-04-08

IWP iShares Russell Midcap Growth1.9K shares0.00%2026-03-312026-04-08

XOM Exxon Mobil Corporation1.3K sharesnew addition2026-03-312026-04-08

Alphabet Inc Class C Alphabet Inc Class C734 shares-18.63%2026-03-312026-04-08

Sponsored

AXP American Express Company689 shares0.00%2026-03-312026-04-08

IVV

iShares S&P 500 Index

-1.47%

Shares68.7K

Event2026-03-31

Filed2026-04-08

Invesco QQQ Trust

-1.50%

Shares51.8K

Event2026-03-31

Filed2026-04-08

SCHG

Schwab US Large Cap Growth

-0.73%

Shares590.2K

Event2026-03-31

Filed2026-04-08

VYM

Vanguard High Dividend Yield

0.66%

Shares79.5K

Event2026-03-31

Filed2026-04-08

IJR

iShares Core S&P Small-Cap

0.76%

Shares85.0K

Event2026-03-31

Filed2026-04-08

SCHD

Schwab US Dividend Equity

-0.12%

Shares308.9K

Event2026-03-31

Filed2026-04-08

SCHM

Schwab US Mid Cap

0.19%

Shares264.9K

Event2026-03-31

Filed2026-04-08

AAPL

Apple Inc.

-4.28%

Shares28.0K

Event2026-03-31

Filed2026-04-08

VTI

Vanguard Total Stock Market

2.03%

Shares14.9K

Event2026-03-31

Filed2026-04-08

IJH

iShares Core S&P Mid-Cap

1.34%

Shares30.9K

Event2026-03-31

Filed2026-04-08

NVDA

Nvidia Corp

-10.97%

Shares8.4K

Event2026-03-31

Filed2026-04-08

VIG

Vanguard Dividend Appreciation

-26.68%

Shares6.8K

Event2026-03-31

Filed2026-04-08

LLY

Eli Lilly and Co

-2.73%

Shares1.2K

Event2026-03-31

Filed2026-04-08

IWR

iShares Russell Mid-Cap

0.48%

Shares11.8K

Event2026-03-31

Filed2026-04-08

SDY

SPDR S&P Dividend

-14.86%

Shares7.3K

Event2026-03-31

Filed2026-04-08

TSLA

Tesla, Inc.

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

IWF

iShares Russell 1000 Growth

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

AMZN

Amazon.com Inc.

3.36%

Shares4.1K

Event2026-03-31

Filed2026-04-08

HDV

iShares High Dividend

9.08%

Shares5.8K

Event2026-03-31

Filed2026-04-08

SYK

Stryker Corp

-33.23%

Shares2.4K

Event2026-03-31

Filed2026-04-08

DVY

iShares Select Dividend

-4.98%

Shares3.8K

Event2026-03-31

Filed2026-04-08

JNJ

Johnson & Johnson

-8.50%

Shares2.2K

Event2026-03-31

Filed2026-04-08

JPM

J.P. Morgan Chase & Co.

7.64%

Shares1.7K

Event2026-03-31

Filed2026-04-08

MPC

Marathon Pete Corp

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

BMI

Badger Meter Inc

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-08

AIVL

Wisdomtree US Al Enhanced Value

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

ISCB

iShares Morningstar Small-Cap

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-08

PFE

Pfizer Incorporated

1.70%

Shares13.0K

Event2026-03-31

Filed2026-04-08

Visa Inc

2.16%

Shares1.0K

Event2026-03-31

Filed2026-04-08

IWM

iShares Russell 2000

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

MSFT

Microsoft Corp

-1.59%

Shares804

Event2026-03-31

Filed2026-04-08

BMY

Bristol-Myers Squibb Co

1.87%

Shares4.8K

Event2026-03-31

Filed2026-04-08

VGT

Vanguard Information Technology

0.00%

Shares413

Event2026-03-31

Filed2026-04-08

Alphabet Inc. Class A

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

IMCB

iShares Morningstar Mid-Cap

-11.71%

Shares3.4K

Event2026-03-31

Filed2026-04-08

Invesco S&P 500 Equal Weight

-2.93%

Shares1.4K

Event2026-03-31

Filed2026-04-08

IXN

iShares Global Tech

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

IWP

iShares Russell Midcap Growth

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

XOM

Exxon Mobil Corporation

New

Shares1.3K

Event2026-03-31

Filed2026-04-08

Alphabet Inc Class C

-18.63%

Shares734

Event2026-03-31

Filed2026-04-08

AXP

American Express Company

0.00%

Shares689

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available