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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

Quarter ended Q3 2025 · Filed October 6, 2025 · Accession 0001936380-25-000006

Total Value
$173.2M
Positions
43
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (43)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Index46428720070,676$47.3M27.31%
2Invesco QQQ TrustIVZ54,103$32.5M18.75%
3Schwab US Large Cap Growth808524300614,863$19.6M11.33%
4Vanguard High Dividend Yield92194640678,488$11.1M6.39%
5iShares Core S&P Small-Cap46428780482,663$9.8M5.67%
6Apple Inc.AAPL34,113$8.7M5.01%
7Schwab US Dividend Equity808524797299,599$8.2M4.72%
8Schwab US Mid Cap808524508255,809$7.6M4.38%
9Vanguard Total Stock Market92290876915,010$4.9M2.84%
10Vanguard Dividend Appreciation92190884410,678$2.3M1.33%
11Stryker CorpSYK5,603$2.1M1.20%
12iShares Core S&P Mid-Cap46428750731,452$2.1M1.18%
13Nvidia CorpNVDA10,057$1.9M1.08%
14Tesla, Inc.TSLA2,763$1.2M0.71%
15SPDR S&P Dividend78464A7638,573$1.2M0.69%
16iShares Russell Mid-Cap46428749911,710$1.1M0.65%
17Amazon.com Inc.AMZN4,940$1.1M0.63%
18Eli Lilly and CoLLY1,288$983,1610.57%
19iShares Russell 1000 Growth4642876142,036$953,6830.55%
20iShares High Dividend46429B6635,319$651,3700.38%
21Badger Meter IncBMI3,200$571,4560.33%
22iShares Select Dividend4642871683,972$564,3700.33%
23J.P. Morgan Chase & Co.VYLD1,549$488,7330.28%
24Johnson & JohnsonJNJ2,546$472,0740.27%
25Wisdomtree US Al Enhanced ValueWT4,085$466,8180.27%
26Visa IncV1,367$466,7960.27%
27Microsoft CorpMSFT816$422,8880.24%
28Marathon Pete CorpMARA2,000$385,4800.22%
29iShares Morningstar Small-Cap4642885055,755$365,0590.21%
30Pfizer IncorporatedPFE13,670$348,2990.20%
31iShares Morningstar Mid-Cap4642882083,851$319,8030.18%
32Streetracks Gold TRUSTGLD895$318,1460.18%
33Vanguard Information Technology92204A702413$308,6360.18%
34iShares Russell 20004642876551,250$302,4500.17%
35Invesco S&P 500 Equal WeightIVZ1,511$286,6370.17%
36iShares Russell Midcap Growth4642874811,852$263,7430.15%
37Alphabet Inc Class CGOOG1,037$252,4750.15%
38Ishares Global Technology4642872912,400$247,7040.14%
39Alphabet Inc. Class AGOOG1,000$243,1000.14%
40Netflix, Inc.NFLX202$242,1820.14%
41Bristol-Myers Squibb CoCELG-RI5,203$234,6520.14%
42American Express CompanyAXP699$232,0250.13%
43Technology Select Sector SPDR81369Y803801$225,6310.13%