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