test

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
HDVIshares High Dividend
Recent Activity
0.41%
$597,165
5,319 shares@ $112.28 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.08%
0.4%
$588,253
1,396 shares@ $421.39 avg price
DVYIshares Select Dividend
Recent Activity
0.38%
$555,703
4,233 shares@ $131.28 avg price
VVisa Inc
Recent Activity
Decreased -0.98%
0.3%
$442,953
1,402 shares@ $315.95 avg price
AIVLWisdomtree Us Al Enhanced Value
Recent Activity
0.3%
$435,134
4,085 shares@ $106.52 avg price
PFEPfizer Incorporated
Recent Activity
Increased 5.61%
0.28%
$403,290
15,201 shares@ $26.54 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.76%
0.25%
$360,678
2,494 shares@ $144.62 avg price
RSPInvesco S&p 500 Equal Weight
Recent Activity
0.24%
$352,037
2,009 shares@ $175.23 avg price
ISCBIshares Morningstar Small-cap
Recent Activity
0.23%
$337,643
5,755 shares@ $58.67 avg price
JPMJ.p. Morgan Chase & Co.
Recent Activity
Increased 0.08%
0.23%
$333,445
1,391 shares@ $239.72 avg price