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PVAMC

PPS&V Asset Management Consultants Portfolio holdings

AUM $185M
1-Year Est. Return 26.37%
This Fund
S&P 500
This Quarter Est. Return
+6.04%
1 Year Est. Return
+26.37%
3 Year Est. Return
+71.1%
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
+$107M
Cap. Flow %
101.42%
Top 10 Hldgs %
85.72%
Holding
36
New
36
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.24%
2 Healthcare 2.7%
3 Consumer Discretionary 0.76%
4 Financials 0.38%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$869B
$29.7M 28.25%
+77,213
New +$29.8M
QQQ icon
2
Invesco QQQ Trust
QQQ
$449B
$16M 15.26%
+60,204
New +$16.6M
SCHG icon
3
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$9.78M 9.31%
+704,300
New +$10.1M
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$81.3B
$7.15M 6.8%
+66,031
New +$7.03M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$6.59M 6.28%
+69,644
New +$6.68M
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$103B
$6.13M 5.83%
+243,360
New +$6.01M
AAPL icon
7
Apple
AAPL
$4.95T
$4.81M 4.58%
+37,009
New +$5.29M
SCHM icon
8
Schwab US Mid-Cap ETF
SCHM
$14.6B
$4.74M 4.52%
+216,864
New +$4.75M
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$655B
$2.89M 2.76%
+15,137
New +$2.92M
VIG icon
10
Vanguard Dividend Appreciation ETF
VIG
$112B
$2.24M 2.13%
+14,737
New +$2.2M
SYK icon
11
Stryker
SYK
$129B
$1.82M 1.73%
+7,449
New +$1.69M
SDY icon
12
State Street SPDR S&P Dividend ETF
SDY
$22B
$1.53M 1.46%
+12,217
New +$1.51M
IJH icon
13
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.31M 1.25%
+27,060
New +$1.31M
IWR icon
14
iShares Russell Mid-Cap ETF
IWR
$56.1B
$1.07M 1.02%
+15,863
New +$1.07M
SSO icon
15
ProShares Ultra S&P500
SSO
$7.72B
$978K 0.93%
+44,012
New +$998K
VHT icon
16
Vanguard Health Care ETF
VHT
$18.3B
$700K 0.67%
+2,823
New +$684K
IMCB icon
17
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$660K 0.63%
+11,243
New +$658K
DVY icon
18
iShares Select Dividend ETF
DVY
$23.8B
$658K 0.63%
+5,457
New +$646K
HDV
19
iShares Core High Dividend ETF
HDV
$14.5B
$548K 0.52%
+26,290
New +$538K
LLY icon
20
Eli Lilly
LLY
$1.07T
$489K 0.47%
+1,336
New +$474K
JNJ icon
21
Johnson & Johnson
JNJ
$641B
$475K 0.45%
+2,691
New +$465K
AIVL icon
22
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$450K 0.43%
+4,901
New +$442K
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$120B
$436K 0.42%
+8,144
New +$448K
AMZN icon
24
Amazon
AMZN
$2.49T
$416K 0.4%
+4,950
New +$489K
RSP icon
25
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
$409K 0.39%
+2,897
New +$405K

Similar funds

PPS&V Asset Management Consultants's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for PPS&V Asset Management Consultants, which disclosed 36 positions worth $105M. Its ten largest holdings account for 86% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 77,213 shares worth $29.7M.

By sector, the portfolio is most concentrated in Technology at 5.2% of assets, followed by Healthcare and Consumer Discretionary.

  • PPS&V Asset Management Consultants's largest Q4 2022 buy was iShares Core S&P 500 ETF: 77,213 shares worth $29.7M.
  • PPS&V Asset Management Consultants's ten largest holdings make up 86% of its $105M portfolio in Q4 2022.
  • PPS&V Asset Management Consultants disclosed 36 positions in Q4 2022, its first 13F filing on record.

Based on PPS&V Asset Management Consultants's 13F filing for Q4 2022, filed 17 Jan 2023.