$116 Million is the total value of PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s 38 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JPM | New | J.P. Morgan Chase & Co. | $200,014 | – | 1,379 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares S&P 500 Index | 4 | Q3 2023 | 28.2% |
Invesco QQQ Trust | 4 | Q3 2023 | 17.7% |
Schwab US Large Cap Growth | 4 | Q3 2023 | 10.1% |
Vanguard High Dividend Yield | 4 | Q3 2023 | 6.8% |
iShares Core S&P Small-Cap | 4 | Q3 2023 | 6.3% |
Apple Inc. | 4 | Q3 2023 | 5.7% |
Schwab US Dividend Equity | 4 | Q3 2023 | 5.8% |
Schwab US Mid Cap | 4 | Q3 2023 | 4.5% |
Vanguard Total Stock Market | 4 | Q3 2023 | 3.2% |
Vanguard Dividend Appreciation | 4 | Q3 2023 | 2.2% |
View PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-17 |
View PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.