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Home > Institutional Investor > Pps&v Asset Management Consultants, Inc. > Profile

Instuitional Investor - Pps&v Asset Management Consultants, Inc.

Fund Profile
Filing Period:
Fund Name: Pps&v Asset Management Consultants, Inc.
Portfolio Value $137,784,784
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 67,067 $37,684,940 27.35%
2.
Invesco Qqq Trust
 50,916 $23,875,682 17.33%
3.
Schwab Strategic Trust
 FNDF 572,989 $14,347,637 10.41%
4.
Vanguard Whitehall Funds
 73,488 $9,476,949 6.88%
5.
Apple Inc.
 AAPL 35,047 $7,784,909 5.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)