Jvl Associates LLC Purchases in Q4 2025

Jvl Associates LLC

  • $307 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
14.8K
+ 100.0%
$228.75 - $242.18 $3.38M - $3.58M
29.6K $6.83M
XLK
Technology Sector Spdr

ETFs
9.2K
+ 100.09%
$278.39 - $304.13 $2.56M - $2.8M
18.4K $5.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.23K
+ 39.61%
$242.67 - $261.79 $1.27M - $1.37M
18.4K $4.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.9K
+ 1.07%
$142.79 - $150.05 $699K - $734K
460K $67.4M
FVD
First Tr Value Line Divid Inde

ETFs
17.4K
New
$45.0 - $46.25 $783K - $804K
17.4K $798K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.26K
New
$136.54 - $144.07 $445K - $470K
3.26K $448K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
579
+ 106.04%
$600.51 - $631.95 $348K - $366K
1.13K $695K
XOM
Exxon Mobil Corp

Energy
1.82K
New
$110.64 - $119.78 $201K - $217K
1.82K $213K
LLY
Eli Lilly & CO

Healthcare
25
+ 4.79%
$799.57 - $1025.28 $20K - $25.6K
547 $558K
AMZN
Amazon Com Inc

Consumer Cyclical
126
+ 2.3%
$213.04 - $254.0 $26.8K - $32K
5.61K $1.32M
GLD
Spdr Gold Trust

ETFs
125
+ 5.63%
$354.79 - $403.15 $44.3K - $50.4K
2.34K $881K
CAT
Caterpillar Inc

Industrials
16
+ 2.51%
$480.82 - $585.49 $7.69K - $9.37K
653 $360K
JNJ
Johnson & Johnson

Healthcare
24
+ 1.97%
$185.98 - $199.58 $4.46K - $4.79K
1.24K $247K
VTV
Vanguard Value ETF

ETFs
2
+ 0.09%
$182.87 - $189.72 $366 - $379
2.21K $414K
SBUX
Starbucks Corp

Consumer Cyclical
19
+ 0.67%
$78.46 - $87.26 $1.49K - $1.66K
2.87K $243K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.19%
$653.02 - $687.39 $1.96K - $2.06K
1.57K $1.05M
ACN
Accenture PLC

Technology
58
+ 1.5%
$234.02 - $253.35 $13.6K - $14.7K
3.92K $945K
V
Visa Inc.

Financial Services
26
+ 2.51%
$325.75 - $352.42 $8.47K - $9.16K
1.06K $345K
MA
Mastercard Inc

Financial Services
9
+ 0.6%
$536.85 - $580.45 $4.83K - $5.22K
1.5K $805K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.03%
$248.1 - $260.08 $992 - $1.04K
13.2K $3.3M
META
Meta Platforms, Inc.

Communication Services
95
+ 9.69%
$609.01 - $751.67 $57.9K - $71.4K
1.08K $655K
CTAS
Cintas Corp

Industrials
9
+ 0.22%
$182.04 - $203.64 $1.64K - $1.83K
4.07K $759K
GNTX
Gentex Corp

Consumer Cyclical
910
+ 4.29%
$22.89 - $27.94 $20.8K - $25.4K
22.1K $506K
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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