The Analysis of jvl associates llc's Holdings
Currently, jvl associates llc holds 64 types of securities in its portfolio with a total value $302.2M. In the most recent quarter, they have increased their positions in ITOT (+12.6K shares, valued at $1.8M), IBIT (+6.0K shares, valued at $390.0K), PLTR (+1.4K shares, valued at $249.4K); decreased their positions in IJR (-6.5K shares, valued at $774.8K), IJH (-11.1K shares, valued at $726.0K), AAPL (-2.4K shares, valued at $609.6K); initiated new positions in PLTR (+1.4K shares, valued at $249.4K), JNJ (+1.2K shares, valued at $225.5K), VBR (+963 shares, valued at $201.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR455.4K shares2.85%2025-09-302025-10-10
VTI VANGUARD INDEX FDS146.5K shares-0.32%2025-09-302025-10-10 IJH ISHARES TR302.4K shares-3.55%2025-09-302025-10-10 QQQ INVESCO QQQ TR30.3K shares-1.52%2025-09-302025-10-10 IJR ISHARES TR142.4K shares-4.38%2025-09-302025-10-10 VO VANGUARD INDEX FDS53.7K shares-1.37%2025-09-302025-10-10 AAPL APPLE INC47.7K shares-4.78%2025-09-302025-10-10 MDY SPDR S&P MIDCAP 400 ETF TR19.8K shares-0.08%2025-09-302025-10-10 IVV ISHARES TR16.5K shares0.12%2025-09-302025-10-10 IWV ISHARES TR29.1K shares0.00%2025-09-302025-10-10 ONEQ FIDELITY COMWLTH TR116.6K shares-0.70%2025-09-302025-10-10 IWF ISHARES TR9.1K shares0.00%2025-09-302025-10-10 GOOGL ALPHABET INC15.0K shares-6.23%2025-09-302025-10-10 XLY SELECT SECTOR SPDR TR14.8K shares0.00%2025-09-302025-10-10 VB VANGUARD INDEX FDS13.2K shares-2.47%2025-09-302025-10-10 QQQM INVESCO EXCH TRADED FD TR II13.2K shares7.80%2025-09-302025-10-10 NVDA NVIDIA CORPORATION15.2K shares-1.35%2025-09-302025-10-10 MBWM MERCANTILE BK CORP61.9K shares-0.05%2025-09-302025-10-10 XLK SELECT SECTOR SPDR TR9.2K shares0.00%2025-09-302025-10-10 GOOG ALPHABET INC10.5K shares0.03%2025-09-302025-10-10 IWM ISHARES TR9.4K shares0.00%2025-09-302025-10-10 BABA ALIBABA GROUP HLDG LTD12.3K shares0.00%2025-09-302025-10-10 MSFT MICROSOFT CORP4.2K shares1.91%2025-09-302025-10-10 IWO ISHARES TR6.8K shares0.00%2025-09-302025-10-10 IWD ISHARES TR10.2K shares0.00%2025-09-302025-10-10 IBIT ISHARES BITCOIN TRUST ETF24.8K shares32.00%2025-09-302025-10-10 ICF ISHARES TR21.9K shares0.00%2025-09-302025-10-10 AMZN AMAZON COM INC5.5K shares-0.07%2025-09-302025-10-10 SPY SPDR S&P 500 ETF TR1.6K shares28.35%2025-09-302025-10-10 ACN ACCENTURE PLC IRELAND3.9K shares-2.50%2025-09-302025-10-10 MA MASTERCARD INCORPORATED1.5K shares-0.07%2025-09-302025-10-10 CTAS CINTAS CORP4.1K shares0.00%2025-09-302025-10-10 GLD SPDR GOLD TR2.2K shares0.00%2025-09-302025-10-10 XLC SELECT SECTOR SPDR TR6.6K shares0.00%2025-09-302025-10-10 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-10 META META PLATFORMS INC980 shares0.82%2025-09-302025-10-10 VUG VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-10 JPM JPMORGAN CHASE & CO.2.1K shares-0.05%2025-09-302025-10-10 AVGO BROADCOM INC1.9K shares2.13%2025-09-302025-10-10 TSLA TESLA INC1.4K shares2.94%2025-09-302025-10-10 HD HOME DEPOT INC1.5K shares0.13%2025-09-302025-10-10 GNTX GENTEX CORP21.2K shares0.00%2025-09-302025-10-10 VTV VANGUARD INDEX FDS2.2K shares0.09%2025-09-302025-10-10 BRK.B BERKSHIRE HATHAWAY INC DEL819 shares2.38%2025-09-302025-10-10 LLY ELI LILLY & CO522 shares-2.43%2025-09-302025-10-10 V VISA INC1.0K shares-0.10%2025-09-302025-10-10 VOO VANGUARD INDEX FDS546 shares0.37%2025-09-302025-10-10 VEA VANGUARD TAX-MANAGED FDS5.3K shares0.00%2025-09-302025-10-10 CAT CATERPILLAR INC637 shares-0.31%2025-09-302025-10-10 ORCL ORACLE CORP1.1K shares-0.28%2025-09-302025-10-10 AMAT APPLIED MATLS INC1.4K shares-0.80%2025-09-302025-10-10 SYK STRYKER CORPORATION747 shares-1.19%2025-09-302025-10-10 QTEC FIRST TR EXCHANGE-TRADED FD1.2K shares-0.77%2025-09-302025-10-10 ABBV ABBVIE INC1.1K shares0.17%2025-09-302025-10-10 ADP AUTOMATIC DATA PROCESSING IN900 shares-0.66%2025-09-302025-10-10 IWR ISHARES TR2.7K shares0.00%2025-09-302025-10-10 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-10 NFLX NETFLIX INC205 shares-15.98%2025-09-302025-10-10 SBUX STARBUCKS CORP2.9K shares-0.24%2025-09-302025-10-10 EFA ISHARES TR2.4K shares0.00%2025-09-302025-10-10 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-10-10 MFC MANULIFE FINL CORP7.1K shares0.00%2025-09-302025-10-10 WMT WALMART INC2.1K shares-0.24%2025-09-302025-10-10 VBR VANGUARD INDEX FDS963 sharesnew addition2025-09-302025-10-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available