Jvl Associates LLC Purchases in Q2 2025

Jvl Associates LLC

  • $277 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
15.8K
+ 12.0%
$243.75 - $303.93 $3.84M - $4.79M
147K $44.7M
VO
Vanguard Mid Cap ETF

ETFs
6.76K
+ 14.18%
$228.54 - $279.83 $1.54M - $1.89M
54.4K $15.2M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
20.8K
+ 21.46%
$60.22 - $80.1 $1.25M - $1.66M
117K $9.41M
VB
Vanguard Small Cap ETF

ETFs
5.03K
+ 59.23%
$193.73 - $237.37 $975K - $1.19M
13.5K $3.21M
NVDA
Nvidia Corp

Technology
4.91K
+ 46.6%
$94.31 - $157.99 $463K - $776K
15.4K $2.44M
IVV
Ishares Core S&P 500 ETF

ETFs
203
+ 1.24%
$498.8 - $620.9 $101K - $126K
16.5K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
335
+ 3.82%
$320.42 - $424.58 $107K - $142K
9.11K $3.84M
MSFT
Microsoft Corp

Technology
68
+ 1.67%
$354.56 - $497.45 $24.1K - $33.8K
4.14K $2.06M
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 38.79%
$167.32 - $223.3 $257K - $342K
5.49K $1.2M
XLK
Technology Sector Spdr

ETFs
1
+ 0.01%
$179.73 - $253.23 $180 - $253
9.19K $2.33M
NFLX
Netflix Inc

Communication Services
244
New
$855.86 - $1339.13 $209K - $327K
244 $326K
GOOG
Alphabet Inc.

Communication Services
437
+ 4.35%
$146.58 - $180.01 $64.1K - $78.7K
10.5K $1.86M
AMAT
Applied Materials Inc

Technology
1.37K
New
$126.95 - $183.52 $174K - $251K
1.37K $250K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.17K
New
$149.56 - $212.83 $176K - $250K
1.17K $249K
CAT
Caterpillar Inc

Industrials
639
New
$273.94 - $388.21 $175K - $248K
639 $248K
ORCL
Oracle Corp

Technology
1.08K
New
$122.82 - $218.63 $133K - $236K
1.08K $236K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.44K
New
$72.96 - $90.39 $178K - $220K
2.44K $218K
SPOT
Spotify Technology S.A.

Communication Services
284
New
$503.3 - $775.9 $143K - $220K
284 $217K
VUG
Vanguard Growth ETF

ETFs
305
+ 28.01%
$329.49 - $438.4 $100K - $134K
1.39K $611K
AVGO
Broadcom Inc.

Technology
20
+ 1.07%
$146.29 - $275.65 $2.93K - $5.51K
1.88K $518K
COST
Costco Wholesale Corp

Consumer Defensive
206
New
$908.13 - $1056.85 $187K - $218K
206 $203K
WMT
Walmart Inc.

Consumer Defensive
2.06K
New
$81.79 - $99.98 $169K - $206K
2.06K $201K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.1%
$484.66 - $738.09 $485 - $738
972 $717K
V
Visa Inc.

Financial Services
346
+ 50.14%
$308.27 - $373.31 $107K - $129K
1.04K $367K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 1.75%
$210.28 - $289.91 $7.57K - $10.4K
2.09K $607K
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.84%
$221.86 - $362.89 $2.44K - $3.99K
1.33K $421K
CTAS
Cintas Corp

Industrials
1
+ 0.02%
$190.11 - $227.66 $190 - $228
4.06K $904K
SYK
Stryker Corp

Healthcare
98
+ 14.89%
$337.37 - $395.63 $33.1K - $38.8K
756 $299K
VTV
Vanguard Value ETF

ETFs
142
+ 6.87%
$153.67 - $176.74 $21.8K - $25.1K
2.21K $390K
MA
Mastercard Inc

Financial Services
7
+ 0.47%
$479.92 - $590.74 $3.36K - $4.14K
1.49K $838K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.61%
$335.24 - $380.78 $3.02K - $3.43K
1.49K $544K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.44%
$276.76 - $326.81 $1.11K - $1.31K
906 $279K
Ishares Bitcoin Trust ETF
8.35K
+ 80.29%
N/A
18.8K $0
LLY
Eli Lilly & CO

Healthcare
26
+ 5.11%
$713.71 - $898.95 $18.6K - $23.4K
535 $417K
SBUX
Starbucks Corp

Consumer Cyclical
36
+ 1.27%
$79.69 - $99.41 $2.87K - $3.58K
2.86K $262K
ABBV
Abb Vie Inc.

Healthcare
29
+ 2.6%
$170.16 - $206.27 $4.93K - $5.98K
1.15K $212K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.27%
$483.48 - $539.8 $4.83K - $5.4K
800 $388K
AAPL
Apple Inc.

Technology
3.01K
+ 6.41%
$172.42 - $223.89 $520K - $675K
50.1K $10.3M
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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