The Analysis of jvl associates llc's Holdings
Currently, jvl associates llc holds 63 types of securities in its portfolio with a total value $307.2M. In the most recent quarter, they have increased their positions in XLY (+14.8K shares, valued at $1.8M), XLK (+9.2K shares, valued at $1.3M), QQQM (+5.2K shares, valued at $1.3M); decreased their positions in N/A (-2.9K shares, valued at $1.8M), NVDA (-1.5K shares, valued at $286.1K), IJH (-4.2K shares, valued at $274.8K); initiated new positions in FVD (+17.4K shares, valued at $801.5K), IJT (+3.3K shares, valued at $460.2K), XOM (+1.8K shares, valued at $218.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR460.3K shares1.07%2025-12-312026-01-09
VTI VANGUARD INDEX FDS146.0K shares-0.35%2025-12-312026-01-09 IJH ISHARES TR298.3K shares-1.38%2025-12-312026-01-09 IJR ISHARES TR141.3K shares-0.81%2025-12-312026-01-09 VO VANGUARD INDEX FDS53.5K shares-0.36%2025-12-312026-01-09 AAPL APPLE INC47.1K shares-1.13%2025-12-312026-01-09 MDY SPDR S&P MIDCAP 400 ETF TR19.7K shares-0.49%2025-12-312026-01-09 IVV ISHARES TR16.5K shares-0.51%2025-12-312026-01-09 IWV ISHARES TR29.1K shares0.00%2025-12-312026-01-09 ONEQ FIDELITY COMWLTH TR114.0K shares-2.22%2025-12-312026-01-09 QQQM INVESCO EXCH TRADED FD TR II18.4K shares39.61%2025-12-312026-01-09 ALPHABET INC ALPHABET INC14.7K shares-2.05%2025-12-312026-01-09 IWF ISHARES TR9.1K shares0.00%2025-12-312026-01-09 XLY SELECT SECTOR SPDR TR29.6K shares100.00%2025-12-312026-01-09 VB VANGUARD INDEX FDS13.2K shares0.03%2025-12-312026-01-09 ALPHABET INC ALPHABET INC10.4K shares-0.85%2025-12-312026-01-09 MBWM MERCANTILE BK CORP60.2K shares-2.84%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR18.4K shares100.09%2025-12-312026-01-09 NVDA NVIDIA CORPORATION13.7K shares-10.07%2025-12-312026-01-09 IWM ISHARES TR9.4K shares0.00%2025-12-312026-01-09 IWO ISHARES TR6.8K shares0.00%2025-12-312026-01-09 IWD ISHARES TR10.2K shares0.00%2025-12-312026-01-09 MSFT MICROSOFT CORP4.1K shares-3.15%2025-12-312026-01-09 BABA ALIBABA GROUP HLDG LTD12.3K shares0.00%2025-12-312026-01-09 ICF ISHARES TR21.9K shares0.00%2025-12-312026-01-09 AMZN AMAZON COM INC5.6K shares2.30%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR1.6K shares0.19%2025-12-312026-01-09 GLD SPDR GOLD TR2.3K shares5.63%2025-12-312026-01-09 MA MASTERCARD INCORPORATED1.5K shares0.60%2025-12-312026-01-09 FVD FIRST TR EXCHANGE-TRADED FD17.4K sharesnew addition2025-12-312026-01-09 XLC SELECT SECTOR SPDR TR6.6K shares0.00%2025-12-312026-01-09 CTAS CINTAS CORP4.1K shares0.22%2025-12-312026-01-09 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-09 BROADCOM INC BROADCOM INC2.1K shares11.60%2025-12-312026-01-09 META META PLATFORMS INC1.1K shares9.69%2025-12-312026-01-09 VUG VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.2.1K shares-1.34%2025-12-312026-01-09 TSLA TESLA INC1.3K shares-3.07%2025-12-312026-01-09 LLY ELI LILLY & CO547 shares4.79%2025-12-312026-01-09 GNTX GENTEX CORP22.1K shares4.29%2025-12-312026-01-09 HD HOME DEPOT INC1.5K shares-0.54%2025-12-312026-01-09 IJT ISHARES TR3.3K sharesnew addition2025-12-312026-01-09 VTV VANGUARD INDEX FDS2.2K shares0.09%2025-12-312026-01-09 CAT CATERPILLAR INC653 shares2.51%2025-12-312026-01-09 V VISA INC1.1K shares2.51%2025-12-312026-01-09 AMAT APPLIED MATLS INC1.3K shares-4.94%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS5.1K shares-4.00%2025-12-312026-01-09 ABBV ABBVIE INC1.1K shares-0.17%2025-12-312026-01-09 IWR ISHARES TR2.7K shares0.00%2025-12-312026-01-09 QTEC FIRST TR EXCHANGE-TRADED FD1.1K shares-4.29%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON1.2K shares1.97%2025-12-312026-01-09 SYK STRYKER CORPORATION713 shares-4.55%2025-12-312026-01-09 SBUX STARBUCKS CORP2.9K shares0.67%2025-12-312026-01-09 EFA ISHARES TR2.4K shares0.00%2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING IN900 shares0.00%2025-12-312026-01-09 WMT WALMART INC2.0K shares-0.49%2025-12-312026-01-09 XOM EXXON MOBIL CORP1.8K sharesnew addition2025-12-312026-01-09 VBR VANGUARD INDEX FDS963 shares0.00%2025-12-312026-01-09 ORCL ORACLE CORP1.0K shares-3.80%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available