Jvl Associates LLC Portfolio Holdings
Jvl Associates LLC
- $264 Million
- Q4 2024
Jvl Associates LLC has filed its 13F form on January 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $264 Million distributed in 55 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 $59M, Vanguard Total Stock Market Et with a value of $38.1M, Ishares Core S&P Mid Cap ETF with a value of $21.5M, Ishares Core S&P Sm Cap ETF with a value of $18.3M, and Invesco Qqq Trust, Series 1 with a value of $17.3M.
Examining the 13F form we can see an increase of $4.48M in the current position value, from $259M to 264M.
Below you can find more details about Jvl Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
ETFs: $229 Million
Technology: $17.4 Million
Financial Services: $5.63 Million
Communication Services: $5.4 Million
Consumer Cyclical: $3.8 Million
Healthcare: $1.46 Million
Industrials: $1 Million