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Entity | Shares/Amount Change | Position Value Change |
CTAS |
+1,020 | +$701 | MA |
+1,439 | +$693 | MUB |
+6,395 | +$688 | HD |
+1,412 | +$542 | VUG |
+1,089 | +$375 | SBUX |
+3,276 | +$299 | AMAT |
+1,269 | +$262 | VEA |
+4,897 | +$246 | ADP |
+889 | +$222 | VTV |
+1,284 | +$209 |
Entity | Shares/Amount Change | Position Value Change |
TSLA |
-1,038 | -$258 |
Entity | Shares/Amount Change | Position Value Change |
IJH |
+287,747 | +$2,347 | IJR |
+2,553 | +$655 | GNTX |
+1,100 | +$109 | MSFT |
+805 | +$475 | JPM |
+715 | +$180 | QQQ |
+362 | +$1,543 | TSLA |
+217 | -$37 | AMZN |
+213 | +$124 | GOOGL |
+124 | +$192 | GOOG |
+88 | +$121 |
Entity | Shares/Amount Change | Position Value Change |
UBER |
-2,257 | -$84 | ITOT |
-1,668 | +$4,413 | VTI |
-949 | +$2,903 | ONEQ |
-601 | +$587 | AAPL |
-320 | -$1,180 | IWD |
-117 | +$122 | XLK |
-113 | +$125 | IWF |
-54 | +$281 | IVV |
-41 | +$746 |
Size ($ in 1000's)
At 03/31/2024: $242,698 At 12/31/2023: $221,210
jvl associates llc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from jvl associates llc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by jvl associates llc to be as follows, presented in the
table below with each row detailing each jvl associates llc position, ordered by largest to smallest position size.
The all-stocks-held-by-jvl associates llc table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by jvl associates llc as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (ITOT) |
455,670 |
-1,668 |
$52,539 | ITOT | 455,670 | -1,668 | $52,539 | VANGUARD INDEX FDS (VTI) |
137,914 |
-949 |
$35,844 | VTI | 137,914 | -949 | $35,844 | ISHARES TR (IJH) |
357,663 |
+287,747 |
$21,724 | IJH | 357,663 | +287,747 | $21,724 | ISHARES TR (IJR) |
166,777 |
+2,553 |
$18,432 | IJR | 166,777 | +2,553 | $18,432 | INVESCO QQQ TR |
40,439 |
+362 |
$17,955 | QQQ | 40,439 | +362 | $17,955 | VANGUARD INDEX FDS (VO) |
48,183 |
-17 |
$12,039 | VO | 48,183 | -17 | $12,039 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
19,992 |
-13 |
$11,124 | MDY | 19,992 | -13 | $11,124 | APPLE INC |
53,135 |
-320 |
$9,112 | AAPL | 53,135 | -320 | $9,112 | ISHARES TR (IWV) |
29,127 |
UNCH |
$8,740 | IWV | 29,127 | UNCH | $8,740 | ISHARES TR (IVV) |
15,927 |
-41 |
$8,373 | IVV | 15,927 | -41 | $8,373 | FIDELITY COMWLTH TR |
120,598 |
-601 |
$7,767 | ONEQ | 120,598 | -601 | $7,767 | ISHARES TR (IWF) |
8,777 |
-54 |
$2,958 | IWF | 8,777 | -54 | $2,958 | SELECT SECTOR SPDR TR (XLY) |
15,380 |
-38 |
$2,828 | XLY | 15,380 | -38 | $2,828 | MERCANTILE BK CORP |
62,015 |
UNCH |
$2,387 | MBWM | 62,015 | UNCH | $2,387 | ALPHABET INC |
15,553 |
+124 |
$2,347 | GOOGL | 15,553 | +124 | $2,347 | ISHARES TR (IWM) |
9,616 |
UNCH |
$2,022 | IWM | 9,616 | UNCH | $2,022 | SELECT SECTOR SPDR TR (XLK) |
9,330 |
-113 |
$1,943 | XLK | 9,330 | -113 | $1,943 | VANGUARD INDEX FDS (VB) |
8,497 |
UNCH |
$1,942 | VB | 8,497 | UNCH | $1,942 | ISHARES TR (IWD) |
10,211 |
-117 |
$1,829 | IWD | 10,211 | -117 | $1,829 | ISHARES TR (IWO) |
6,750 |
UNCH |
$1,828 | IWO | 6,750 | UNCH | $1,828 | MICROSOFT CORP |
3,856 |
+805 |
$1,622 | MSFT | 3,856 | +805 | $1,622 | ALPHABET INC |
9,521 |
+88 |
$1,450 | GOOG | 9,521 | +88 | $1,450 | ACCENTURE PLC IRELAND |
3,931 |
+15 |
$1,363 | ACN | 3,931 | +15 | $1,363 | ISHARES TR (ICF) |
21,912 |
UNCH |
$1,264 | ICF | 21,912 | UNCH | $1,264 | BERKSHIRE HATHAWAY INC DEL |
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$932 | BRK.A | 1 | UNCH | $634 | BRK.B | 708 | +38 | $298 | ALIBABA GROUP HLDG LTD |
12,462 |
-16 |
$902 | BABA | 12,462 | -16 | $902 | NVIDIA CORPORATION |
915 |
+61 |
$827 | NVDA | 915 | +61 | $827 | GENTEX CORP |
21,247 |
+1,100 |
$767 | GNTX | 21,247 | +1,100 | $767 | CINTAS CORP |
1,020 |
+1,020 |
$701 | CTAS | 1,020 | +1,020 | $701 | MASTERCARD INCORPORATED |
1,439 |
+1,439 |
$693 | MA | 1,439 | +1,439 | $693 | ISHARES TR (MUB) |
6,395 |
+6,395 |
$688 | MUB | 6,395 | +6,395 | $688 | SPDR S&P 500 ETF TR (SPY) |
1,241 |
UNCH |
$649 | SPY | 1,241 | UNCH | $649 | SELECT SECTOR SPDR TR (XLC) |
7,418 |
UNCH |
$606 | XLC | 7,418 | UNCH | $606 | AMAZON COM INC |
3,203 |
+213 |
$578 | AMZN | 3,203 | +213 | $578 | HOME DEPOT INC |
1,412 |
+1,412 |
$542 | HD | 1,412 | +1,412 | $542 | SPDR GOLD TR (GLD) |
2,219 |
-5 |
$456 | GLD | 2,219 | -5 | $456 | MACATAWA BK CORP |
46,280 |
UNCH |
$453 | MCBC | 46,280 | UNCH | $453 | ELI LILLY & CO |
578 |
-10 |
$450 | LLY | 578 | -10 | $450 | JPMORGAN CHASE & CO |
1,911 |
+715 |
$383 | JPM | 1,911 | +715 | $383 | META PLATFORMS INC |
777 |
+50 |
$377 | META | 777 | +50 | $377 | VANGUARD INDEX FDS (VUG) |
1,089 |
+1,089 |
$375 | VUG | 1,089 | +1,089 | $375 | DYNAVAX TECHNOLOGIES CORP |
29,117 |
-25 |
$361 | DVAX | 29,117 | -25 | $361 | MEDTRONIC PLC |
3,910 |
+70 |
$341 | MDT | 3,910 | +70 | $341 | STARBUCKS CORP |
3,276 |
+3,276 |
$299 | SBUX | 3,276 | +3,276 | $299 | UBER TECHNOLOGIES INC |
3,604 |
-2,257 |
$277 | UBER | 3,604 | -2,257 | $277 | APPLIED MATLS INC |
1,269 |
+1,269 |
$262 | AMAT | 1,269 | +1,269 | $262 | VANGUARD TAX MANAGED FDS (VEA) |
4,897 |
+4,897 |
$246 | VEA | 4,897 | +4,897 | $246 | ISHARES TR (IWR) |
2,676 |
UNCH |
$225 | IWR | 2,676 | UNCH | $225 | UNITEDHEALTH GROUP INC |
452 |
+17 |
$224 | UNH | 452 | +17 | $224 | AUTOMATIC DATA PROCESSING IN |
889 |
+889 |
$222 | ADP | 889 | +889 | $222 | TESLA INC |
1,255 |
+217 |
$221 | TSLA | 1,255 | +217 | $221 | VANGUARD INDEX FDS (VTV) |
1,284 |
+1,284 |
$209 | VTV | 1,284 | +1,284 | $209 |
See Summary: jvl associates llc Top Holdings
See Details: Top 10 Stocks Held By jvl associates llc
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