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CIK: 0001915765
Total reported value
$352.5M
$352.5M
55 檔
43.8%
According to the latest 13F quarterly dataset, jvl associates llc managed an equity portfolio of $352.5M at the end of Q4 2024, spanning 55 distinct U.S. exchange-listed positions.
jvl associates llc executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 22.35% | -0.71% | +1.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.43% | -0.49% | -0.38% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.16% | -0.29% | -0.79% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.95% | -0.03% | -1.71% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.57% | +0.22% | -5.18% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.75% | -0.24% | -0.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.61% | -0.05% | -7.86% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.29% | -0.14% | -0.23% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.69% | -0.10% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | -0.23% | -0.82% | |
| 11 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.79% | +0.05% | -6.01% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | -0.02% | -0.15% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.26% | -0.10% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.05% | +0.20% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.08% | +0.05% | +55.70% | |
| 16 | MBWM | Mercantile Bank CORP | Stock-Other | 1.05% | -0.02% | +0.01% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.82% | +0.18% | +0.02% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.02% | -0.17% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | -0.02% | -1.68% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.74% | +0.05% | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | -0.03% | -0.31% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.02% | +0.03% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.04% | -1.18% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.11% | +1.00% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.13% | -0.03% | |
| 26 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.50% | -0.03% | — | |
| 27 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.40% | -0.18% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.05% | +1.80% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.01% | +14.75% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | — | +0.14% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.28% | -0.01% | -0.10% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.26% | -0.03% | — | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.24% | -0.05% | -2.23% | |
| 34 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.23% | — | +0.02% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.01% | +0.28% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.04% | +1.16% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +15.20% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | -0.10% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | +0.01% | -16.26% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.06% | +5.56% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.04% | -4.42% | |
| 43 | DVAX | Dynavax Technologies CORP | Stock-Other | 0.14% | — | -0.07% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.02% | +1.02% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | -0.01% | — | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | +0.07% | NEW | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.10% | -0.01% | -0.35% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | +0.01% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.10% | +0.10% | NEW | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +1.60% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +55.70% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.20% | Add |
| 4 | XLY | Ss Consumer Disc Select Sect | +0.1% | — | Unchanged |
| 5 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 6 | MFC | Manulife Financial CORP | +0.1% | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +0.03% | Add |
| 8 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.15% | Trim |
| 9 | NVDA | Nvidia CORP | +0.1% | +1.00% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +1.80% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +15.20% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +5.56% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.75% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.38% | Trim |
| 15 | TSLA | Tesla Inc | 0% | -16.26% | Trim |
| 16 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 17 | XLK | Ss Technology Select Sector | 0% | +0.02% | Add |
| 18 | MA | Mastercard Inc - A | 0% | +0.14% | Add |
| 19 | DVAX | Dynavax Technologies CORP | 0% | -0.07% | Trim |
| 20 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 21 | MBWM | Mercantile Bank CORP | — | +0.01% | Add |
| 22 | XLC | Ss Comm Select Sector Spdr | — | -2.23% | Trim |
| 23 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 24 | META | Meta Platforms Inc-class A | — | +1.16% | Add |
| 25 | ADP | Automatic Data Processing | — | +0.45% | Add |
| 26 | ABBV | Abbvie Inc | — | +5.81% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | -0.82% | Trim |
| 28 | UNH | Unitedhealth Group Inc | 0% | +0.81% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 30 | GNTX | Gentex CORP | 0% | +0.02% | Add |
| 31 | SBUX | Starbucks CORP | 0% | -0.35% | Trim |
| 32 | MDT | Medtronic plc | 0% | -8.27% | Trim |
| 33 | HD | Home Depot Inc | 0% | +0.28% | Add |
| 34 | AMAT | Applied Materials Inc | 0% | -2.86% | Trim |
| 35 | IWD | Ishares Russell 1000 Value E | 0% | -0.31% | Trim |
| 36 | CTAS | Cintas CORP | 0% | -0.10% | Trim |
| 37 | LLY | Eli Lilly & Co | 0% | -4.42% | Trim |
| 38 | MSFT | Microsoft CORP | 0% | -1.18% | Trim |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | -0.1% | -6.01% | Trim |
| 40 | ICF | Ishares Select U.s. Reit ETF | -0.1% | — | Unchanged |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 43 | MDY | State Street Spdr S&p Midcap | -0.1% | -0.23% | Trim |
| 44 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | Unchanged |
| 45 | UBER | Uber Technologies Inc | -0.1% | EXIT | Sold out |
| 46 | VO | Vanguard Mid-cap ETF | -0.1% | -0.75% | Trim |
| 47 | AAPL | Apple Inc | -0.1% | -7.86% | Trim |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -5.18% | Trim |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -0.79% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | -0.4% | -1.71% | Trim |
According to official SEC Form 13F filings, jvl associates llc reported a total U.S. public equity portfolio value of $352.5M across 55 disclosed positions in Q4 2024.
During Q4 2024, jvl associates llc's top holdings by market value included ITOT (22.4%)、VTI (14.4%)、IJH (8.2%). The largest single position, ITOT, represented 22.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, IJH) accounted for 43.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
V
市值: $280.6K
Top Position Liquidated / Trimmed
UBER
前期市值: $254.9K
In Q4 2024, jvl associates llc made 43 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 20 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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