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| Happy Holidays!! thanks for using AUM13F!! |
| PPS & V Asset Management Consultants Inc
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|---|---|
| CRD # | 110491 |
| SEC # | 801-40057 |
| CIK # | 0001936380 |
| AUM | $228.0 M (2024-12-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 269-321-4444 |
| Address | 2750 Old Centre Ave Portage, MI 49024 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001936380 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.2 | ||
| Stryker Corp | 2.2 | ||
| Nvidia Corp | 1.7 | ||
| Amazon Com Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Tesla Motors Inc | 0.9 | ||
| Badger Meter Inc | 0.8 | ||
| VISA Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Johnson & Johnson | 0.4 | ||
| Pfizer Inc | 0.4 | ||
| Marathon Petroleum Corp | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 60.4 |
| (b) Individuals (high net worth individuals) | 55 | 155.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.7 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 228.0 |
| By Discretionary | ||
| Discretionary | 552 | 221.7 |
| Non-Discretionary | 15 | 6.4 |
| Total | 567 | 228.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.0 | |
| Total | 567 | 228.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001936380] |
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