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Ryan Vliek

@Pps&v Asset Management Consultants, Inc.

Latest period2024 - Q4ReportedManaged Assets$148.021MTotal holdings40
Assets growth rate1.53%Assets growth rate (2-Q avg)2.98%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pps&v Asset Management Consultants, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Pps&v Asset Management Consultants, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.021M in assets, with a quarterly growth rate of 1.53% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Ryan Vliek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AXPAmerican Express Company
Recent Activity
New Position
0.15%
$214,737
724 shares@ $296.6 avg price
IXNIshares Global Technology
Recent Activity
New Position
0.14%
$203,400
2,400 shares@ $84.75 avg price