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CIK 0001936380 • 6 13F filings • Apr 16, 2025 – Jul 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices | COM | $338K | 0.2% | 552 SH | New |
| Alphabet Inc Class C | CAP STK CL C | $217K | 0.1% | 636 SH | New |
| Alphabet Inc. Class A | CAP STK CL A | $344K | 0.2% | 1,000 SH | New |
| Amazon.com Inc. | COM | $987K | 0.5%Prev: 0.6% | 3,961 SH | Decreased-979 SH |
| American Express Company | COM | $202K | 0.1%Prev: 0.1% | 663 SH | Decreased-36 SH |
| Apple Inc. | COM | $8.6M | 4.7%Prev: 5.0% | 25,822 SH | Decreased-8,291 SH |
| Badger Meter Inc | COM | $395K | 0.2%Prev: 0.3% | 3,200 SH | Decreased |
| Bristol-Myers Squibb Co | COM | $217K | 0.1%Prev: 0.1% | 3,476 SH | Decreased-1,727 SH |
| Eli Lilly and Co | COM | $1.4M | 0.8%Prev: 0.6% | 1,213 SH | Increased-75 SH |
| Invesco QQQ Trust | UNIT SER 1 | $36.2M | 19.6%Prev: 18.8% | 48,909 SH | Increased-5,194 SH |
| Invesco S&P 500 Equal Weight | S&P 500 EQL WGT | $296K | 0.2%Prev: 0.2% | 1,425 SH | Increased-86 SH |
| iShares Core S&P Mid-Cap | CORE S&P MCP ETF | $2.2M | 1.2%Prev: 1.2% | 30,478 SH | Increased-974 SH |
| iShares Core S&P Small-Cap | CORE S&P SCP ETF | $11.8M | 6.4%Prev: 5.7% | 86,711 SH | Increased+4,048 SH |
| iShares Global Tech | GLOBAL TECH ETF | $356K | 0.2% | 2,400 SH | New |
| iShares High Dividend | CORE HIGH DV ETF | $850K | 0.5%Prev: 0.4% | 30,391 SH | Increased+25,072 SH |
| iShares Morningstar Mid-Cap | MRGSTR MD CP ETF | $311K | 0.2%Prev: 0.2% | 3,292 SH | Decreased-559 SH |
| iShares Morningstar Small-Cap | MRGSTR SM CP ETF | $410K | 0.2%Prev: 0.2% | 5,755 SH | Increased |
| iShares Russell 1000 Growth | RUS 1000 GRW ETF | $1.0M | 0.6% | 8,144 SH | New |
| iShares Russell 2000 | RUSSELL 2000 ETF | $306K | 0.2%Prev: 0.2% | 1,100 SH | Increased-150 SH |
| iShares Russell Mid-Cap | RUS MID CAP ETF | $1.2M | 0.7%Prev: 0.7% | 11,366 SH | Increased-344 SH |
| iShares Russell Midcap Growth | RUS MD CP GR ETF | $255K | 0.1%Prev: 0.2% | 1,852 SH | Decreased |
| iShares S&P 500 Index | CORE S&P 500 ETF | $50.2M | 27.2%Prev: 27.3% | 65,570 SH | Increased-5,106 SH |
| iShares Select Dividend | SELECT DIVID ETF | $574K | 0.3%Prev: 0.3% | 3,774 SH | Increased-198 SH |
| J.P. Morgan Chase & Co. | COM | $528K | 0.3%Prev: 0.3% | 1,596 SH | Increased+47 SH |
| Johnson & Johnson | COM | $584K | 0.3%Prev: 0.3% | 2,205 SH | Increased-341 SH |
| Marathon Pete Corp | COM | $791K | 0.4%Prev: 0.2% | 2,000 SH | Increased |
| Microsoft Corp | COM | $371K | 0.2%Prev: 0.2% | 723 SH | Decreased-93 SH |
| Nvidia Corp | COM | $1.8M | 1.0%Prev: 1.1% | 8,050 SH | Decreased-2,007 SH |
| Pfizer Incorporated | COM | $343K | 0.2%Prev: 0.2% | 12,018 SH | Decreased-1,652 SH |
| Schwab US Dividend Equity | US DIVIDEND EQ | $10.2M | 5.5%Prev: 4.7% | 313,441 SH | Increased+13,842 SH |
| Schwab US Large Cap Growth | US LCAP GR ETF | $21.2M | 11.5%Prev: 11.3% | 590,341 SH | Increased-24,522 SH |
| Schwab US Mid Cap | US MID-CAP ETF | $9.2M | 5.0%Prev: 4.4% | 271,236 SH | Increased+15,427 SH |
| Space Exploration Technologies Corp. | CLASS A COM STK | $263K | 0.1% | 1,743 SH | New |
| SPDR S&P Dividend | ST STR SP DIV | $1.1M | 0.6% | 7,299 SH | New |
| Stryker Corp | COM | $670K | 0.4%Prev: 1.2% | 2,432 SH | Decreased-3,171 SH |
| Tesla, Inc. | COM | $819K | 0.4%Prev: 0.7% | 2,307 SH | Decreased-456 SH |
| Vanguard Dividend Appreciation | DIV APP ETF | $1.4M | 0.8%Prev: 1.3% | 6,152 SH | Decreased-4,526 SH |
| Vanguard High Dividend Yield | HIGH DIV YLD | $12.0M | 6.5%Prev: 6.4% | 77,566 SH | Increased-922 SH |
| Vanguard Information Technology | INF TECH ETF | $416K | 0.2%Prev: 0.2% | 3,306 SH | Increased+2,893 SH |
| Vanguard Total Stock Market | MRNGSTR TTL STK | $4.3M | 2.3% | 11,592 SH | New |
| 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 |