PPS&V ASSET MANAGEMENT CONSULTANTS, INC. - Portfolio overview

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. has 44 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - iShares S&P 500 Index, 27.26%
2. QQQ - Invesco QQQ Trust, 18.15%
3. SCHG - Schwab US Large Cap Growth, 10.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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