Fund Holdingsjvl associates llc

Total Portfolio Value
$307.24M
Total Bought
$13.33M
Total Sold
$15.39M
Net Transaction
-$2.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR DISCR ETF
029,574+29,57403,5311.15%+3,531
SELECT SECTOR SPDR TR
ST STR TECHN ETF
018,386+18,38602,6470.86%+2,647
ISHARES TR455,366460,261+4,89566,32468,43622.27%+2,112
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
13,20118,430+5,2293,2624,6611.52%+1,399
ALPHABET INC(GOOG)15,04114,733-3083,6564,6111.50%+955
VANGUARD INDEX FDS146,548146,032-51648,09348,96015.94%+868
FIRST TR EXCHANGE-TRADED FD
SHS
017,394+17,39408020.26%+802
SELECT SECTOR SPDR TR
ST STR SVC ETF
06,625+6,62507800.25%+780
ALPHABET INC(GOOG)10,49510,406-892,5563,2651.06%+709
APPLE INC(AAPL)47,66447,127-53712,13712,8124.17%+675
ISHARES TR03,260+3,26004600.15%+460
VANGUARD INDEX FDS5461,125+5793347060.23%+371
ISHARES TR29,12729,127011,03711,2683.67%+230
EXXON MOBIL CORP01,815+1,81502180.07%+218
ISHARES TR16,54216,458-8411,07211,2733.67%+201
ELI LILLY & CO(LLY)522547+253985880.19%+190
SPDR GOLD TR(GLD)2,2192,344+1257899290.30%+140
BROADCOM INC(AVGO)1,9222,145+2236347420.24%+108
MERCANTILE BK CORP(MBWM)61,92760,169-1,7582,7872,8940.94%+107
ACCENTURE PLC IRELAND
SHS CLASS A
3,8613,919+589521,0510.34%+99
AMAZON COM INC(AMZN)5,4815,607+1261,2031,2940.42%+91
SPDR S&P MIDCAP 400 ETF TR(MDY)19,78619,689-9711,79311,8783.87%+85
CATERPILLAR INC(CAT)637653+163043740.12%+70
ISHARES TR10,21110,21102,0792,1480.70%+69
ISHARES TR142,411141,262-1,14916,92316,9775.53%+54
APPLIED MATLS INC1,3561,289-672783310.11%+54
VANGUARD INDEX FDS13,19713,201+43,3563,4051.11%+50
ISHARES TR9,1129,11204,2684,3131.40%+45
ISHARES TR9,4169,41602,2782,3180.75%+40
JOHNSON & JOHNSON(JNJ)1,2161,240+242252570.08%+31
FIDELITY COMWLTH TR116,629114,045-2,58410,39510,4243.39%+29
SPDR S&P 500 ETF TR(SPY)1,5711,574+31,0471,0730.35%+27
ISHARES TR6,7506,75002,1602,1800.71%+20
VISA INC(V)1,0351,061+263533720.12%+19
WALMART INC(WMT)2,0592,049-102122280.07%+16
VANGUARD INDEX FDS1,3941,39406696800.22%+12
VANGUARD INDEX FDS2,2112,213+24124230.14%+10
MASTERCARD INCORPORATED(MA)1,4921,501+98498570.28%+8
ISHARES TR2,4392,43902282340.08%+6
JPMORGAN CHASE & CO.(JPM)2,0932,065-286606650.22%+5
VANGUARD INDEX FDS96396302012040.07%+3
BERKSHIRE HATHAWAY INC DEL1107547550.25%+1
STARBUCKS CORP(SBUX)2,8542,873+192412420.08%0
VANGUARD TAX-MANAGED FDS5,2755,064-2113163160.10%0
ISHARES TR2,6762,67602582580.08%-1
ABBVIE INC(ABBV)1,1481,146-22662620.09%-4
BERKSHIRE HATHAWAY INC DEL819809-104124070.13%-5
META PLATFORMS INC(META)9801,075+957207100.23%-10
FIRST TR EXCHANGE-TRADED FD1,1651,115-502672570.08%-11
TESLA INC(TSLA)1,3671,325-426085960.19%-12
STRYKER CORPORATION(SYK)747713-342762510.08%-26
AUTOMATIC DATA PROCESSING IN90090002642320.08%-33
ISHARES TR21,91221,91201,3501,3070.43%-43
ISHARES TR302,424298,260-4,16419,73619,6856.41%-51
CINTAS CORP(CTAS)4,0574,066+98337650.25%-68
GENTEX CORP(GNTX)21,20522,115+9106005150.17%-85
HOME DEPOT INC(HD)1,4871,479-86035090.17%-94
ORACLE CORP(ORCL)1,0781,037-413032020.07%-101
MICROSOFT CORP(MSFT)4,2174,084-1332,1841,9750.64%-209
MANULIFE FINL CORP(MFC)7,1060-7,1062210-221
VANGUARD INDEX FDS53,65753,465-19215,76115,5175.05%-245
NETFLIX INC(NFLX)2050-2052460-246
PALANTIR TECHNOLOGIES INC(PLTR)1,3670-1,3672490-249
NVIDIA CORPORATION(NVDA)15,23913,705-1,5342,8432,5560.83%-287
ALIBABA GROUP HLDG LTD(BABA)12,31912,31902,2021,8060.59%-396
SELECT SECTOR SPDR TR
ST STR SVC ETF
6,6250-6,6257840-784
INVESCO QQQ TR30,29427,425-2,86918,18816,8485.48%-1,340
ISHARES BITCOIN TRUST ETF(IBIT)24,7500-24,7501,6090-1,609
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,1890-9,1892,5900-2,590
SELECT SECTOR SPDR TR
ST STR DISCR ETF
14,7870-14,7873,5440-3,544
Page 1 of 1