David J Yvars Group
Latest statistics and disclosures from David J Yvars Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, NVDA, MSFT, IJH, and represent 51.04% of David J Yvars Group's stock portfolio.
- Added to shares of these 10 stocks: AVGO, SHLD, NZF, HWM, AMD, FIX, LQD, AMAT, FTNT, GE.
- Started 8 new stock positions in NVG, AMD, FIX, AVGO, NAD, NZF, FTNT, AMAT.
- Reduced shares in these 10 stocks: NVDA (-$5.9M), NFLX, META, QQQ, DASH, MSFT, SOFI, SPOT, MVF, AXP.
- Sold out of its positions in AXP, MVF, DASH, QYLD, MDB, SOFI, V.
- David J Yvars Group was a net seller of stock by $-6.4M.
- David J Yvars Group has $179M in assets under management (AUM), dropping by -8.22%.
- Central Index Key (CIK): 0001836266
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Portfolio Holdings for David J Yvars Group
David J Yvars Group holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.8 | $39M | 60k | 653.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.1 | $18M | -2% | 31k | 576.98 |
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| NVIDIA Corporation (NVDA) | 8.7 | $16M | -27% | 90k | 174.11 |
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| Microsoft Corporation (MSFT) | 5.3 | $9.5M | -3% | 26k | 370.14 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.2 | $9.2M | 137k | 67.53 |
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| Ishares Tr Core Msci Intl (IDEV) | 4.0 | $7.1M | 86k | 83.57 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 3.8 | $6.7M | +3% | 62k | 108.99 |
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| Spdr Series Trust State Street Spd (CWB) | 3.2 | $5.7M | +2% | 63k | 91.52 |
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| Apple (AAPL) | 3.1 | $5.5M | 22k | 253.76 |
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| Bank of America Corporation (BAC) | 2.3 | $4.1M | 84k | 48.75 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.1 | $3.8M | 29k | 132.90 |
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| Spotify Technology S A SHS (SPOT) | 1.9 | $3.4M | -8% | 7.1k | 484.91 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.7 | $3.0M | +2% | 38k | 79.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $2.5M | 20k | 124.31 |
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| Ishares Tr Select Divid Etf (DVY) | 1.2 | $2.1M | +2% | 14k | 151.20 |
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| Palo Alto Networks (PANW) | 1.1 | $2.0M | -3% | 13k | 160.32 |
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| Bloom Energy Corp Com Cl A (BE) | 1.0 | $1.9M | +11% | 14k | 135.33 |
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| Amazon (AMZN) | 0.9 | $1.6M | -7% | 7.7k | 208.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.4M | -9% | 4.9k | 287.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | +3% | 4.6k | 286.84 |
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| Broadcom (AVGO) | 0.7 | $1.2M | NEW | 4.0k | 309.54 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.2M | 7.2k | 169.65 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.6 | $1.1M | +134% | 16k | 70.84 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $1.1M | 3.8k | 298.88 |
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| Blackrock Science & Technolo SHS (BST) | 0.6 | $1.1M | 31k | 36.05 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.1M | -2% | 11k | 97.13 |
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| Meta Platforms Cl A (META) | 0.5 | $976k | -45% | 1.7k | 572.05 |
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| Caterpillar (CAT) | 0.5 | $976k | +3% | 1.4k | 708.40 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.5 | $894k | 20k | 45.91 |
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| Consolidated Edison (ED) | 0.5 | $887k | -2% | 7.8k | 113.17 |
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| Global X Fds Artificial Etf (AIQ) | 0.5 | $877k | 19k | 46.67 |
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| Ge Aerospace Com New (GE) | 0.5 | $869k | +30% | 3.1k | 283.80 |
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| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.5 | $837k | -16% | 19k | 44.69 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.5 | $826k | 97k | 8.55 |
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| Eli Lilly & Co. (LLY) | 0.5 | $821k | 893.00 | 919.31 |
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| Wal-Mart Stores (WMT) | 0.5 | $816k | 6.6k | 124.29 |
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| Howmet Aerospace (HWM) | 0.4 | $802k | +65% | 3.5k | 230.48 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.4 | $730k | +36% | 43k | 16.82 |
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| Columbia Seligm Prem Tech Gr (STK) | 0.4 | $705k | +4% | 19k | 37.93 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $672k | 4.9k | 135.73 |
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| Southern Company (SO) | 0.4 | $669k | 6.9k | 96.52 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.4 | $655k | +11% | 48k | 13.55 |
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| Advanced Energy Industries (AEIS) | 0.4 | $647k | 2.0k | 322.71 |
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| Netflix (NFLX) | 0.3 | $564k | -60% | 5.9k | 96.15 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.3 | $533k | 63k | 8.46 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $501k | +7% | 1.5k | 337.95 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.3 | $483k | -2% | 21k | 23.36 |
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| Guggenheim Bld Amr Bds Mng D (GBAB) | 0.3 | $466k | 33k | 14.27 |
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| Royce Value Trust (RVT) | 0.3 | $458k | 28k | 16.26 |
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| Norfolk Southern (NSC) | 0.3 | $456k | 1.6k | 287.00 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.3 | $453k | +13% | 4.2k | 107.30 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $451k | 7.9k | 56.79 |
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| American Electric Power Company (AEP) | 0.2 | $437k | 3.3k | 131.08 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $433k | -18% | 15k | 28.71 |
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| Tesla Motors (TSLA) | 0.2 | $423k | +9% | 1.1k | 371.75 |
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| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.2 | $404k | 22k | 18.78 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $361k | -9% | 840.00 | 430.29 |
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| BlackRock Enhanced Capital and Income (CII) | 0.2 | $360k | 17k | 21.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $353k | 1.2k | 287.18 |
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| At&t (T) | 0.2 | $353k | -10% | 12k | 28.99 |
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| Home Depot (HD) | 0.2 | $341k | 1.0k | 328.79 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $332k | -17% | 4.9k | 68.14 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.2 | $329k | -4% | 40k | 8.17 |
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| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.2 | $327k | NEW | 27k | 12.18 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $272k | +2% | 31k | 8.78 |
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| Virtus Allianzgi Artificial (AIO) | 0.1 | $265k | 12k | 21.41 |
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| Johnson & Johnson (JNJ) | 0.1 | $259k | -3% | 1.1k | 244.40 |
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| Micron Technology (MU) | 0.1 | $255k | +4% | 755.00 | 337.84 |
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| salesforce (CRM) | 0.1 | $252k | -19% | 1.4k | 186.68 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $251k | 12k | 21.24 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $248k | -10% | 1.2k | 211.17 |
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| Advanced Micro Devices (AMD) | 0.1 | $246k | NEW | 1.2k | 203.43 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $245k | 1.3k | 192.87 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $240k | +23% | 1.6k | 146.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $239k | 547.00 | 436.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $239k | 399.00 | 597.98 |
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| Comfort Systems USA (FIX) | 0.1 | $234k | NEW | 170.00 | 1378.99 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $234k | -14% | 2.1k | 113.10 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.1 | $233k | 22k | 10.87 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $226k | 768.00 | 294.16 |
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| Applied Materials (AMAT) | 0.1 | $222k | NEW | 650.00 | 341.86 |
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| Servicenow (NOW) | 0.1 | $211k | +5% | 2.0k | 104.55 |
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| Dominion Resources (D) | 0.1 | $211k | -3% | 3.4k | 61.81 |
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| Fortinet (FTNT) | 0.1 | $207k | NEW | 2.5k | 81.72 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $200k | NEW | 16k | 12.33 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $197k | NEW | 17k | 11.50 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.1 | $161k | 14k | 11.57 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $158k | 13k | 12.30 |
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| Nuveen Core Equity Alpha Fund (JCE) | 0.1 | $155k | 11k | 14.11 |
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| Pgim Short Duration High Yie (ISD) | 0.1 | $148k | 11k | 13.16 |
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| Blackrock Tech And Private E Shs Ben Int (BTX) | 0.1 | $90k | 14k | 6.60 |
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| Neuronetics (STIM) | 0.0 | $29k | -34% | 20k | 1.45 |
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Past Filings by David J Yvars Group
SEC 13F filings are viewable for David J Yvars Group going back to 2020
- David J Yvars Group 2026 Q1 filed April 8, 2026
- David J Yvars Group 2025 Q4 filed Jan. 12, 2026
- David J Yvars Group 2025 Q3 filed Oct. 27, 2025
- David J Yvars Group 2025 Q2 filed July 9, 2025
- David J Yvars Group 2025 Q1 filed April 17, 2025
- David J Yvars Group 2024 Q4 filed Jan. 14, 2025
- David J Yvars Group 2024 Q3 filed Oct. 31, 2024
- David J Yvars Group 2024 Q2 filed July 23, 2024
- David J Yvars Group 2024 Q1 filed April 11, 2024
- David J Yvars Group 2023 Q4 filed Jan. 10, 2024
- David J Yvars Group 2023 Q3 filed Oct. 16, 2023
- David J Yvars Group 2023 Q2 filed July 11, 2023
- David J Yvars Group 2023 Q1 filed April 20, 2023
- David J Yvars Group 2022 Q4 filed Jan. 18, 2023
- David J Yvars Group 2022 Q3 filed Oct. 26, 2022
- David J Yvars Group 2022 Q2 filed July 15, 2022