Jvl Associates LLC Top Holdings and 13F Report (2025) About Jvl Associates LLCInvestment ActivityJvl Associates LLC has $247.75 million in total holdings as of March 31, 2025.Jvl Associates LLC owns shares of 58 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.95% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, Jvl Associates LLC has purchased 55 new stocks and bought additional shares in 16 stocks.Jvl Associates LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $56,284,543Vanguard Total Stock Market ETF $36,077,146iShares Core S&P Mid-Cap ETF $19,956,599iShares Core S&P Small-Cap ETF $16,635,199Invesco QQQ $15,019,032 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $486,824 HoldingVanguard S&P 500 ETF $395,035 HoldingStryker $244,941 HoldingExxon Mobil $211,497 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 10,400 shares (about $486.82K)Vanguard S&P 500 ETF 769 shares (about $395.04K)iShares Core S&P Total U.S. Stock Market ETF 2,873 shares (about $350.53K)Invesco NASDAQ 100 ETF 1,309 shares (about $252.66K)Stryker 658 shares (about $244.94K) Largest Sales this Quarter Invesco QQQ 1,879 shares (about $881.10K)Apple 1,548 shares (about $343.86K)iShares Core S&P Mid-Cap ETF 3,608 shares (about $210.53K)SPDR S&P 500 ETF Trust 200 shares (about $111.88K)Visa 198 shares (about $69.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJvl Associates LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$56,284,543$350,535 ▲0.6%461,31122.7%ETFVTIVanguard Total Stock Market ETF$36,077,146$36,829 ▼-0.1%131,26614.6%ETFIJHiShares Core S&P Mid-Cap ETF$19,956,599$210,527 ▼-1.0%342,0158.1%ETFIJRiShares Core S&P Small-Cap ETF$16,635,199$11,189 ▼-0.1%159,0826.7%ETFQQQInvesco QQQ$15,019,032$881,100 ▼-5.5%32,0296.1%FinanceVOVanguard Mid-Cap ETF$12,321,639$43,189 ▲0.4%47,6445.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$10,578,375$19,205 ▼-0.2%19,8294.3%ETFAAPLApple$10,449,884$343,857 ▼-3.2%47,0444.2%Computer and TechnologyIWViShares Russell 3000 ETF$9,251,9000.0%29,1273.7%ETFIVViShares Core S&P 500 ETF$9,169,646$38,771 ▼-0.4%16,3193.7%ETFONEQFidelity NASDAQ Composite Index ETF$6,581,681$4,424 ▼-0.1%96,6972.7%ETFIWFiShares Russell 1000 Growth ETF$3,169,2870.0%8,7771.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,919,8410.0%14,7871.2%FinanceQQQMInvesco NASDAQ 100 ETF$2,870,593$252,663 ▲9.7%14,8721.2%ETFMBWMMercantile Bank$2,694,7140.0%62,0331.1%FinanceGOOGLAlphabet$2,475,168$40,206 ▲1.7%16,0061.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,921,3020.0%10,2110.8%ETFXLKTechnology Select Sector SPDR Fund$1,897,138$24,778 ▼-1.3%9,1880.8%ETFVBVanguard Small-Cap ETF$1,884,540$29,716 ▲1.6%8,4980.8%ETFIWMiShares Russell 2000 ETF$1,878,3970.0%9,4160.8%FinanceIWOiShares Russell 2000 Growth ETF$1,724,8280.0%6,7500.7%ETFBABAAlibaba Group$1,628,9410.0%12,3190.7%Retail/WholesaleGOOGAlphabet$1,570,893$53,587 ▲3.5%10,0550.6%Computer and TechnologyMSFTMicrosoft$1,527,837$50,678 ▼-3.2%4,0700.6%Computer and TechnologyICFiShares Cohen & Steers REIT ETF$1,348,2450.0%21,9120.5%ETFACNAccenture$1,236,302$1,872 ▼-0.2%3,9620.5%Computer and TechnologyNVDANVIDIA$1,142,000$12,464 ▼-1.1%10,5370.5%Computer and TechnologyCTASCintas$833,630$2,466 ▲0.3%4,0560.3%Business ServicesMAMastercard$814,506$4,933 ▲0.6%1,4860.3%Business ServicesBRK.ABerkshire Hathaway$798,4420.0%10.3%FinanceAMZNAmazon.com$751,908$1,142 ▼-0.2%3,9520.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$684,693$111,878 ▼-14.0%1,2240.3%FinanceGLDSPDR Gold Shares$639,3830.0%2,2190.3%FinanceXLCCommunication Services Select Sector SPDR Fund$638,9810.0%6,6250.3%ETFMETAMeta Platforms$559,646$5,187 ▲0.9%9710.2%Computer and TechnologyHDHome Depot$540,939$6,963 ▲1.3%1,4760.2%Retail/WholesaleJPMJPMorgan Chase & Co.$504,827$67,703 ▼-11.8%2,0580.2%FinanceGNTXGentex$498,946$2,516 ▲0.5%21,4140.2%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$486,824$486,824 ▲New Holding10,4000.2%SHS BEN INTBRK.BBerkshire Hathaway$420,7380.0%7900.2%FinanceLLYEli Lilly and Company$420,388$8,259 ▼-1.9%5090.2%MedicalVUGVanguard Growth ETF$403,8230.0%1,0890.2%ETFVOOVanguard S&P 500 ETF$395,035$395,035 ▲New Holding7690.2%ETFDVAXDynavax Technologies$378,555$117 ▲0.0%29,1870.2%MedicalVTVVanguard Value ETF$357,025$101,045 ▲39.5%2,0670.1%ETFTSLATesla$341,301$48,979 ▲16.8%1,3170.1%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$339,334$71,211 ▲26.6%6,6760.1%ETFAVGOBroadcom$311,755$3,014 ▼-1.0%1,8620.1%Computer and TechnologySBUXStarbucks$277,104$1,569 ▲0.6%2,8250.1%Retail/WholesaleADPAutomatic Data Processing$275,5880.0%9020.1%Business ServicesUNHUnitedHealth Group$252,971$6,809 ▼-2.6%4830.1%MedicalSYKStryker$244,941$244,941 ▲New Holding6580.1%MedicalVVisa$241,817$69,391 ▼-22.3%6900.1%Business ServicesABBVAbbVie$234,034$10,057 ▼-4.1%1,1170.1%MedicalMDTMedtronic$231,569$30,732 ▼-11.7%2,5770.1%MedicalIWRiShares Russell Mid-Cap ETF$227,6470.0%2,6760.1%ETFMFCManulife Financial$221,3520.0%7,1060.1%FinanceXOMExxon Mobil$211,497$211,497 ▲New Holding1,7780.1%EnergyAMATApplied Materials$0$215,159 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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