Pps&V Asset Management Consultants, Inc. Portfolio Holdings by Sector
Pps&V Asset Management Consultants, Inc.
- $136 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV QQQ SCHG VYM IJR SCHD SCHM VIG 23 stocks |
$117 Million
86.15% of portfolio
|
  10  
|
  9  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.1 Million
4.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.1 Million
3.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$2.14 Million
1.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ PFE 3 stocks |
$1.78 Million
1.31% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1.06 Million
0.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$883,862
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$586,029
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$541,785
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$517,792
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$407,359
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$403,000
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$278,102
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|