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jvl associates llc13F | |
| jvl associates llc | |
| Last update 2025-04-03 | 58 Stocks (4 new) |
| Value $248.00 Mil | Turnover 1 % |
jvl associates llc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 461,311 | 56,284.5 | +0.63% | 22.720 | +0.14% | 0.090 | -6.35% | -3.70% | 65,352.0 | ||
VTI | Vanguard Total Stock Market ETF | 131,266 | 36,077.2 | -0.10% | 14.560 | -0.01% | 0.010 | -6.29% | -3.64% | 466,840.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 342,015 | 19,956.6 | -1.04% | 8.050 | -0.09% | 0.020 | -7.68% | -5.10% | 89,718.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 159,082 | 16,635.2 | -0.07% | 6.710 | 0% | 0.020 | -11.25% | -9.77% | 76,406.6 | ||
QQQ | INVESCO QQQ Trust | 32,029 | 15,019.0 | -5.54% | 6.060 | -0.36% | 0.010 | -6.48% | -4.34% | 305,816.0 | ||
VO | Vanguard Mid-Cap ETF | 47,644 | 12,321.6 | +0.35% | 4.970 | +0.02% | 0.020 | -4.59% | -0.19% | 75,916.1 | ||
MDY | S&P MidCap 400 ETF | 19,829 | 10,578.4 | -0.18% | 4.270 | -0.01% | 0.050 | -7.66% | -5.10% | 21,875.0 | ||
AAPL | Apple Inc | 47,044 | 10,449.9 | -3.19% | 4.220 | -0.15% | 0.000 | -13.15% | -21.05% | 2,949,676.3 | Hardware | |
IWV | iShares Russell 3000 ETF | 29,127 | 9,251.9 | 0% | 3.730 | 0% | 0.060 | -6.28% | -3.57% | 14,740.0 | ||
IVV | iShares Core S&P 500 ETF | 16,319 | 9,169.6 | -0.42% | 3.700 | -0.02% | 0.000 | -5.75% | -3.33% | 567,843.6 |
jvl associates llc's Historical Top Holdings Breakdowns
jvl associates llc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce | -0.36% | 468.34 ($508.07) 539.52 | $488.29 | -3.89% | Reduce -5.54% | 32,029 | -1,879 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | New Buy | +0.20% | 44.91 ($52.94) 60.42 | $57.62 | 8.84% | New holding | 10,400 | 10,400 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | New Buy | +0.16% | 507.05 ($540.58) 563.67 | $519.34 | -3.93% | New holding | 769 | 769 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.15% | 209.68 ($231.67) 247.1 | $197.49 | -14.75% | Reduce -3.19% | 47,044 | -1,548 | |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2025-03-31 | Add | +0.14% | 120.29 ($128.89) 134.6 | $123.50 | -4.18% | Add 0.63% | 461,311 | 2,873 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add | +0.10% | 192.82 ($209.18) 222.1 | $201.03 | -3.90% | Add 9.65% | 14,872 | 1,309 | |
SYK | Stryker Corp | 2025-03-31 | New Buy | +0.10% | 355.18 ($380.56) 399.9 | $382.46 | 0.50% | New holding | 658 | 658 | |
XOM | Exxon Mobil Corp | 2025-03-31 | New Buy | +0.09% | 105.44 ($110.59) 118.93 | $106.07 | -4.09% | New holding | 1,778 | 1,778 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce | -0.09% | 57.21 ($62.1) 65.8 | $58.97 | -5.04% | Reduce -1.04% | 342,015 | -3,608 | |
AMAT | Applied Materials Inc | 2025-03-31 | Sold Out | -0.08% | 145.06 ($168.16) 195.51 | $156.00 | -7.23% | Sold Out | 0 | -1,323 |
jvl associates llc Total Holding History ($B)
jvl associates llc's Asset Allocation
jvl associates llc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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jvl associates llc's Hypothetical Growth since 2025-03-31
jvl associates llc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
jvl associates llc's Holdings Heat Map
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jvl associates llc's Holdings Bubble Chart
jvl associates llc News
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