jvl associates

jvl associates as of March 31, 2025

Portfolio Holdings for jvl associates

jvl associates holds 58 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 22.7 $56M 461k 122.01
Vanguard Index Fds Total Stk Mkt (VTI) 14.6 $36M 131k 274.84
Ishares Tr Core S&p Mcp Etf (IJH) 8.1 $20M 342k 58.35
Ishares Tr Core S&p Scp Etf (IJR) 6.7 $17M 159k 104.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.1 $15M 32k 468.92
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $12M 48k 258.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.3 $11M 20k 533.48
Apple (AAPL) 4.2 $10M 47k 222.13
Ishares Tr Russell 3000 Etf (IWV) 3.7 $9.3M 29k 317.64
Ishares Tr Core S&p500 Etf (IVV) 3.7 $9.2M 16k 561.90
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.7 $6.6M 97k 68.06
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $3.2M 8.8k 361.09
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $2.9M 15k 197.46
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.2 $2.9M 15k 193.02
Mercantile Bank (MBWM) 1.1 $2.7M 62k 43.44
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.5M 16k 154.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.9M 10k 188.16
Select Sector Spdr Tr Technology (XLK) 0.8 $1.9M 9.2k 206.48
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.9M 8.5k 221.76
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.9M 9.4k 199.49
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $1.7M 6.8k 255.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $1.6M 12k 132.23
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.6M 10k 156.23
Microsoft Corporation (MSFT) 0.6 $1.5M 4.1k 375.39
Ishares Tr Cohen Steer Reit (ICF) 0.5 $1.3M 22k 61.53
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.2M 4.0k 312.04
NVIDIA Corporation (NVDA) 0.5 $1.1M 11k 108.38
Cintas Corporation (CTAS) 0.3 $834k 4.1k 205.53
Mastercard Incorporated Cl A (MA) 0.3 $815k 1.5k 548.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $798k 1.00 798442.00
Amazon (AMZN) 0.3 $752k 4.0k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $685k 1.2k 559.39
Spdr Gold Tr Gold Shs (GLD) 0.3 $639k 2.2k 288.14
Select Sector Spdr Tr Communication (XLC) 0.3 $639k 6.6k 96.45
Meta Platforms Cl A (META) 0.2 $560k 971.00 576.36
Home Depot (HD) 0.2 $541k 1.5k 366.49
JPMorgan Chase & Co. (JPM) 0.2 $505k 2.1k 245.30
Gentex Corporation (GNTX) 0.2 $499k 21k 23.30
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $487k 10k 46.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $421k 790.00 532.58
Eli Lilly & Co. (LLY) 0.2 $420k 509.00 825.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $404k 1.1k 370.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $395k 769.00 513.70
Dynavax Technologies Corp Com New (DVAX) 0.2 $379k 29k 12.97
Vanguard Index Fds Value Etf (VTV) 0.1 $357k 2.1k 172.73
Tesla Motors (TSLA) 0.1 $341k 1.3k 259.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $339k 6.7k 50.83
Broadcom (AVGO) 0.1 $312k 1.9k 167.43
Starbucks Corporation (SBUX) 0.1 $277k 2.8k 98.09
Automatic Data Processing (ADP) 0.1 $276k 902.00 305.53
UnitedHealth (UNH) 0.1 $253k 483.00 523.75
Stryker Corporation (SYK) 0.1 $245k 658.00 372.25
Visa Com Cl A (V) 0.1 $242k 690.00 350.46
Abbvie (ABBV) 0.1 $234k 1.1k 209.52
Medtronic SHS (MDT) 0.1 $232k 2.6k 89.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $228k 2.7k 85.07
Manulife Finl Corp (MFC) 0.1 $221k 7.1k 31.15
Exxon Mobil Corporation (XOM) 0.1 $212k 1.8k 118.95