Pps&V Asset Management Consultants, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 37 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 $37.7B, Invesco Qqq Trust, Series 1 with a value of $23.9B, Schwab Strategic Tr Us Large C with a value of $14.3B, Vanguard Whitehall Fds (Vangua with a value of $9.48B, and Apple Inc. with a value of $7.78B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $148B to 138B.

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 $138 Billion
ETFs: $121 Billion
Technology: $9.83 Billion
Healthcare: $4.3 Billion
Consumer Cyclical: $1.62 Billion
Financial Services: $826 Million
Energy: $291 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $138 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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