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The Analysis of jvl associates llc's Holdings & P&L

Currently, jvl associates llc holds 63 types of securities in its portfolio with a total value $298.3M. In the most recent quarter, they have increased their positions in N/A (+29.8K shares, valued at $17.8M), IVV (+1.5K shares, valued at $969.4K), IJH (+9.4K shares, valued at $633.0K); decreased their positions in ITOT (-102.6K shares, valued at $14.6M), QQQM (-7.0K shares, valued at $1.7M), VTI (-2.4K shares, valued at $778.9K); initiated new positions in COKE (+1.1K shares, valued at $209.8K), NFLX (+2.1K shares, valued at $204.5K), MU (+592 shares, valued at $200.0K).

1M P&L

-149.5K-0.05%

3M P&L

-43.6M-13.03%

HY P&L

-34.9M-10.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A224.8M

88.1%

2Consumer Electronics12.0M

4.7%

3Banks - Regional3.3M

1.3%

Top Industries by Stock Count

1N/A30 stocks

53.6%

2Drug Manufacturers - General3 stocks

5.4%

3Internet Retail2 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR357.6K shares-22.30%2026-03-312026-04-16

VTI VANGUARD INDEX FDS143.6K shares-1.66%2026-03-312026-04-16

IJH ISHARES TR307.6K shares3.14%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS31.0K shares2652.00%2026-03-312026-04-16

IJR ISHARES TR142.3K shares0.75%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR26.7K shares-2.71%2026-03-312026-04-16

VO VANGUARD INDEX FDS53.0K shares-0.94%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 4019.7K shares0.00%2026-03-312026-04-16

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AAPL APPLE INC47.1K shares-0.06%2026-03-312026-04-16

IVV ISHARES TR17.9K shares9.02%2026-03-312026-04-16

IWV ISHARES TR29.1K shares0.00%2026-03-312026-04-16

ONEQ FIDELITY COMWLTH TR110.9K shares-2.76%2026-03-312026-04-16

ALPHABET INC ALPHABET INC15.2K shares3.07%2026-03-312026-04-16

IWF ISHARES TR9.1K shares0.00%2026-03-312026-04-16

VB VANGUARD INDEX FDS13.2K shares-0.08%2026-03-312026-04-16

MBWM MERCANTILE BK CORP65.5K shares8.87%2026-03-312026-04-16

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XLY SELECT SECTOR SPDR TR29.6K shares0.00%2026-03-312026-04-16

ALPHABET INC ALPHABET INC10.5K shares1.26%2026-03-312026-04-16

QQQM INVESCO EXCH TRADED FD TR II11.4K shares-38.13%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR19.0K shares3.15%2026-03-312026-04-16

NVDA NVIDIA CORPORATION13.6K shares-1.08%2026-03-312026-04-16

IWM ISHARES TR9.4K shares0.00%2026-03-312026-04-16

IWD ISHARES TR10.2K shares0.00%2026-03-312026-04-16

IWO ISHARES TR6.8K shares0.00%2026-03-312026-04-16

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MSFT MICROSOFT CORP4.5K shares9.30%2026-03-312026-04-16

BABA ALIBABA GROUP HLDG LTD12.3K shares0.00%2026-03-312026-04-16

ICF ISHARES TR21.8K shares-0.53%2026-03-312026-04-16

AMZN AMAZON COM INC5.6K shares0.57%2026-03-312026-04-16

GLD SPDR GOLD TR2.3K shares0.00%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T1.5K shares-6.16%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.1K shares3.60%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.5K shares-0.20%2026-03-312026-04-16

Sponsored

XLC SELECT SECTOR SPDR TR6.6K shares0.00%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO2.4K shares17.58%2026-03-312026-04-16

CTAS CINTAS CORP4.1K shares0.10%2026-03-312026-04-16

META META PLATFORMS INC1.2K shares9.40%2026-03-312026-04-16

BROADCOM INC BROADCOM INC2.1K shares-3.08%2026-03-312026-04-16

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-16

LLY ELI LILLY & CO569 shares4.02%2026-03-312026-04-16

Sponsored

TSLA TESLA INC1.4K shares1.89%2026-03-312026-04-16

GNTX GENTEX CORP22.3K shares0.71%2026-03-312026-04-16

CAT CATERPILLAR INC684 shares4.75%2026-03-312026-04-16

HD HOME DEPOT INC1.4K shares-2.64%2026-03-312026-04-16

IJT ISHARES TR3.3K shares0.00%2026-03-312026-04-16

AMAT APPLIED MATLS INC1.3K shares1.40%2026-03-312026-04-16

VTV VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL872 shares7.79%2026-03-312026-04-16

Sponsored

XOM EXXON MOBIL CORP2.0K shares10.69%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS5.1K shares0.00%2026-03-312026-04-16

V VISA INC1.1K shares-1.04%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON1.2K shares-0.56%2026-03-312026-04-16

WMT WALMART INC2.2K shares9.13%2026-03-312026-04-16

EFA ISHARES TR2.8K shares14.60%2026-03-312026-04-16

ABBV ABBVIE INC1.2K shares4.71%2026-03-312026-04-16

IWR ISHARES TR2.7K shares0.00%2026-03-312026-04-16

Sponsored

SBUX STARBUCKS CORP2.8K shares-0.87%2026-03-312026-04-16

QTEC FIRST TR EXCHANGE-TRADED FD1.1K shares-2.24%2026-03-312026-04-16

SYK STRYKER CORPORATION704 shares-1.26%2026-03-312026-04-16

COKE COCA COLA CONS INC1.1K sharesnew addition2026-03-312026-04-16

VBR VANGUARD INDEX FDS963 shares0.00%2026-03-312026-04-16

NFLX NETFLIX INC.2.1K sharesnew addition2026-03-312026-04-16

MU MICRON TECHNOLOGY INC592 sharesnew addition2026-03-312026-04-16

ITOT

ISHARES TR

-22.30%

Shares357.6K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

-1.66%

Shares143.6K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

3.14%

Shares307.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

2652.00%

Shares31.0K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

0.75%

Shares142.3K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-2.71%

Shares26.7K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-0.94%

Shares53.0K

Event2026-03-31

Filed2026-04-16

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.06%

Shares47.1K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

9.02%

Shares17.9K

Event2026-03-31

Filed2026-04-16

IWV

ISHARES TR

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-16

ONEQ

FIDELITY COMWLTH TR

-2.76%

Shares110.9K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

3.07%

Shares15.2K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-0.08%

Shares13.2K

Event2026-03-31

Filed2026-04-16

MBWM

MERCANTILE BK CORP

8.87%

Shares65.5K

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

0.00%

Shares29.6K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

1.26%

Shares10.5K

Event2026-03-31

Filed2026-04-16

QQQM

INVESCO EXCH TRADED FD TR II

-38.13%

Shares11.4K

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

3.15%

Shares19.0K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-1.08%

Shares13.6K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-16

IWO

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

9.30%

Shares4.5K

Event2026-03-31

Filed2026-04-16

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-16

ICF

ISHARES TR

-0.53%

Shares21.8K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

0.57%

Shares5.6K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-6.16%

Shares1.5K

Event2026-03-31

Filed2026-04-16

ACCENTURE PLC IRELAND

3.60%

Shares4.1K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-16

XLC

SELECT SECTOR SPDR TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

17.58%

Shares2.4K

Event2026-03-31

Filed2026-04-16

CTAS

CINTAS CORP

0.10%

Shares4.1K

Event2026-03-31

Filed2026-04-16