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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
SYKStryker Corp
Recent Activity
1.39%
$2.048M
5,687 shares@ $360.04 avg price
IJHIshares Core S&p Mid-cap
Recent Activity
Decreased -1.17%
1.17%
$1.729M
27,748 shares@ $62.31 avg price
NVDANvidia Corp
Recent Activity
Decreased -5.16%
0.87%
$1.286M
9,578 shares@ $134.3 avg price
SDYSpdr S&p Dividend
Recent Activity
Increased 3.57%
0.77%
$1.133M
8,573 shares@ $132.11 avg price
TSLATesla, Inc.
Recent Activity
Decreased -3.39%
0.76%
$1.116M
2,763 shares@ $403.85 avg price
IWRIshares Russell Mid-cap
Recent Activity
0.73%
$1.067M
12,074 shares@ $88.41 avg price
AMZNAmazon.com Inc.
Recent Activity
Increased 0.17%
0.72%
$1.062M
4,842 shares@ $219.39 avg price
LLYEli Lilly And Co
Recent Activity
Decreased -0.6%
0.69%
$1.012M
1,310 shares@ $772.24 avg price
IWFIshares Russell 1000 Growth
Recent Activity
0.56%
$817,617
2,036 shares@ $401.59 avg price
BMIBadger Meter Inc
Recent Activity
0.46%
$678,784
3,200 shares@ $212.12 avg price