Pps&V Asset Management Consultants, Inc. Portfolio Holdings

Pps&V Asset Management Consultants, Inc.

  • $148 Billion
  • Q4 2024

Pps&V Asset Management Consultants, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.5B, Invesco Qqq Trust, Series 1 with a value of $26.2B, Schwab Strategic Tr Us Large C with a value of $16B, Vanguard Whitehall Fds (Vangua with a value of $9.4B, and Apple Inc. with a value of $8.85B.

Examining the 13F form we can see an increase of $2.22B in the current position value, from $146B to 148B.

Pps&V Asset Management Consultants, Inc. is based out at Portage, MI

Below you can find more details about Pps&V Asset Management Consultants, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $129 Billion
Technology: $11.4 Billion
Healthcare: $4.15 Billion
Consumer Cyclical: $2.18 Billion
Financial Services: $991 Million
Energy: $279 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.5 Billion 26.68% of portfolio
67,083
Q4 2024 Reduced 1.41%
$0
$26.2 Billion 17.67% of portfolio
51,173
Q4 2024 Reduced 1.26%
$0
$16 Billion 10.82% of portfolio
574,771
Q4 2024 Added 288.5%
$0
$9.4 Billion 6.35% of portfolio
73,708
Q4 2024 Reduced 0.72%
$3.7T
$8.85 Billion 5.98% of portfolio
35,331
Q4 2024 Reduced 0.24%
$0
$8.39 Billion 5.67% of portfolio
72,818
Q4 2024 Reduced 0.87%
$0
$7.34 Billion 4.96% of portfolio
268,819
Q4 2024 Added 205.85%
$0
$6.54 Billion 4.42% of portfolio
236,055
Q4 2024 Added 198.12%
$0
$4.5 Billion 3.04% of portfolio
15,518
Q4 2024 Added 0.12%
$0
$2.32 Billion 1.57% of portfolio
11,866
Q4 2024 Reduced 5.87%
$145B
$2.05 Billion 1.38% of portfolio
5,687
Q3 2024 Reduced 0.32%
$0
$1.73 Billion 1.17% of portfolio
27,748
Q4 2024 Reduced 1.18%
$343B
$1.29 Billion 0.87% of portfolio
9,578
Q4 2024 Reduced 5.17%
$0
$1.13 Billion 0.77% of portfolio
8,573
Q4 2024 Added 3.56%
$1.35T
$1.12 Billion 0.75% of portfolio
2,763
Q4 2024 Reduced 3.39%
$0
$1.07 Billion 0.72% of portfolio
12,074
Q2 2024 Reduced 24.64%
$690B
$1.01 Billion 0.68% of portfolio
1,310
Q4 2024 Reduced 0.61%
$0
$818 Million 0.55% of portfolio
2,036
Q4 2022 New
$6.3B
$679 Million 0.46% of portfolio
3,200
Q4 2022 New
$0
$597 Million 0.4% of portfolio
5,319
Q1 2024 Added 0.19%
$3.2T
$588 Million 0.4% of portfolio
1,396
Q4 2024 Added 0.07%
$0
$556 Million 0.38% of portfolio
4,233
Q3 2024 Reduced 0.96%
$523B
$443 Million 0.3% of portfolio
1,402
Q4 2024 Reduced 0.99%
$0
$435 Million 0.29% of portfolio
4,085
Q1 2024 Reduced 16.65%
$148B
$403 Million 0.27% of portfolio
15,201
Q4 2024 Added 5.61%
$384B
$361 Million 0.24% of portfolio
2,494
Q4 2024 Added 1.75%
$0
$352 Million 0.24% of portfolio
2,009
Q2 2024 Reduced 13.33%
$761B
$333 Million 0.23% of portfolio
1,391
Q4 2024 Added 0.07%
$0
$338 Million 0.23% of portfolio
5,755
Q2 2024 Reduced 3.91%
$120B
$329 Million 0.22% of portfolio
5,824
Q4 2024 Added 5.56%
$0
$321 Million 0.22% of portfolio
1,266
Q4 2024 Reduced 25.75%
$0
$293 Million 0.2% of portfolio
3,851
Q3 2024 Reduced 20.61%
$0
$298 Million 0.2% of portfolio
1,350
Q4 2022 New
$76.1B
$279 Million 0.19% of portfolio
2,000
Q4 2022 New
$0
$257 Million 0.17% of portfolio
413
Q4 2023 Reduced 48.5%
$0
$235 Million 0.16% of portfolio
1,852
Q2 2024 Reduced 2.88%
$86B
$217 Million 0.15% of portfolio
895
Q3 2024 New
$234B
$215 Million 0.15% of portfolio
724
Q4 2024 New
$0
$203 Million 0.14% of portfolio
2,400
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $148 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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