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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 $148,021,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 67,083 $39,490,277 26.67%
2.
Invesco Qqq Trust
 51,173 $26,161,164 17.67%
3.
Schwab Strategic Trust
 FNDF 574,771 $16,018,860 10.82%
4.
Vanguard Whitehall Funds
 73,708 $9,404,361 6.35%
5.
Apple Inc.
 AAPL 35,331 $8,847,637 5.97%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)