Jvl Associates LLC Portfolio Holdings
Jvl Associates LLC
- $277 Million
- Q2 2025
Jvl Associates LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $59.8M, Vanguard Total Stock Market Et with a value of $44.7M, Ishares Core S&P Mid Cap ETF with a value of $19.4M, Invesco Qqq Trust, Series 1 with a value of $17M, and Ishares Core S&P Sm Cap ETF with a value of $16.3M.
Examining the 13F form we can see an increase of $30.6M in the current position value, from $246M to 277M.
Below you can find more details about Jvl Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $241 Million
Technology: $17 Million
Financial Services: $6.03 Million
Communication Services: $5.95 Million
Consumer Cyclical: $4.29 Million
Healthcare: $1.44 Million
Industrials: $1.43 Million
Consumer Defensive: $404,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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