Loading…
CIK 0001936380 • 6 13F filings • Apr 16, 2025 – Jul 6, 2026
Import this data to Google Sheets with:
=jivedata("pps-v-asset-management-consultants-inc-0001936380-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Amazon.com Inc. | COM | $901K | 0.7% | 4,738 SH | |
| Apple Inc. | COM | $7.8M | 5.7% | 35,047 SH | |
| Badger Meter Inc | COM | $609K | 0.4% | 3,200 SH | |
| Bristol-Myers Squibb Co | COM | $349K | 0.3% | 5,727 SH | |
| Eli Lilly and Co | COM | $1.0M | 0.8% | 1,252 SH | |
| Invesco QQQ Trust | UNIT SER 1 | $23.9M | 17.3% | 50,916 SH | |
| Invesco S&P 500 Equal Weight | S&P 500 EQL WGT | $297K | 0.2% | 1,714 SH | |
| iShares Core S&P Mid-Cap | CORE S&P MCP ETF | $1.6M | 1.2% | 27,406 SH | |
| iShares Core S&P Small-Cap | CORE S&P SCP ETF | $7.7M | 5.6% | 73,363 SH | |
| iShares High Dividend | CORE HIGH DV ETF | $644K | 0.5% | 5,319 SH | |
| iShares Morningstar Mid-Cap | MRGSTR MD CP ETF | $285K | 0.2% | 3,851 SH | |
| iShares Morningstar Small-Cap | MRGSTR SM CP ETF | $312K | 0.2% | 5,755 SH | |
| iShares Russell 1000 Growth | RUS 1000 ETF | $735K | 0.5% | 2,036 SH | |
| iShares Russell 2000 | RUSSELL 2000 ETF | $249K | 0.2% | 1,250 SH | |
| iShares Russell Mid-Cap | RUS MID CAP ETF | $1.0M | 0.7% | 12,074 SH | |
| iShares Russell Midcap Growth | RUS MD CP GR ETF | $218K | 0.2% | 1,852 SH | |
| iShares S&P 500 Index | CORE S&P 500 ETF | $37.7M | 27.4% | 67,067 SH | |
| iShares Select Dividend | SELECT DIVID ETF | $533K | 0.4% | 3,972 SH | |
| J.P. Morgan Chase & Co. | COM | $346K | 0.3% | 1,412 SH | |
| Johnson & Johnson | COM | $420K | 0.3% | 2,530 SH | |
| Marathon Pete Corp | COM | $291K | 0.2% | 2,000 SH | |
| Microsoft Corp | COM | $328K | 0.2% | 873 SH | |
| Nvidia Corp | COM | $1.1M | 0.8% | 10,230 SH | |
| Pfizer Incorporated | COM | $377K | 0.3% | 14,886 SH | |
| Schwab US Dividend Equity | US DIVIDEND EQ | $7.5M | 5.5% | 268,771 SH | |
| Schwab US Large Cap Growth | US LCAP GR ETF | $14.3M | 10.4% | 572,989 SH | |
| Schwab US Mid Cap | US MID-CAP ETF | $6.2M | 4.5% | 236,354 SH | |
| SPDR S&P Dividend | S&P DIVID ETF | $1.2M | 0.8% | 8,573 SH | |
| Streetracks Gold TRUST | GOLD SHS | $258K | 0.2% | 895 SH | |
| Stryker Corp | COM | $2.1M | 1.5% | 5,687 SH | |
| Tesla, Inc. | COM | $716K | 0.5% | 2,763 SH | |
| Vanguard Dividend Appreciation | DIV APP ETF | $2.1M | 1.5% | 10,789 SH | |
| Vanguard High Dividend Yield | HIGH DIV YLD | $9.5M | 6.9% | 73,488 SH | |
| Vanguard Information Technology | INF TECH ETF | $224K | 0.2% | 413 SH | |
| Vanguard Total Stock Market | TOTAL STK MRK | $4.1M | 3.0% | 14,815 SH | |
| Visa Inc | COM CL A | $479K | 0.3% | 1,368 SH | |
| Wisdomtree US Al Enhanced Value | US AI ENHANCED | $449K | 0.3% | 4,085 SH |
| Q3 2025 |
| 13F-HR |
| 0001936380-25-000006 |
| $173.2M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0001936380-26-000004 | $185.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001936380-25-000004 | $158.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001936380-26-000003 | $163.8M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001936380-25-000003 | $137.8M | View |