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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 51.00% of David J Yvars Group's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, CWB, STK, UNH, IVV, VRT, META, HYG, NOW, USA.
Started 9 new stock positions in OIA, USA, ASG, Exxon Mobil Corp, VRT, UNH, NOW, MYI, RQI.
Reduced shares in these 10 stocks: , EQIX, LQD, BAC, AXP, Proshares Tr Ii, DLR, BE, LRCX, IDEV.
Sold out of its positions in AXP, DLR, EQIX, XOM, STIM, Proshares Tr Ii.
David J Yvars Group was a net buyer of stock by $1.5M.
David J Yvars Group has $218M in assets under management (AUM), dropping by 2.69%.
Central Index Key (CIK): 0001836266

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Portfolio Holdings for David J Yvars Group

David J Yvars Group holds 109 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.9	$46M		59k	765.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.6	$23M		31k	739.74	View chart
NVIDIA Corporation (NVDA)	9.5	$21M		90k	228.35	View chart
Microsoft Corporation (MSFT)	5.4	$12M		23k	512.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$10M		139k	71.95	View chart
Ishares Tr Core Msci Intl (IDEV)	3.5	$7.5M	-2%	84k	89.48	View chart
Apple (AAPL)	3.3	$7.1M		22k	333.01	View chart
Spdr Series Trust St Str Conv Etf (CWB)	3.2	$7.0M	+6%	69k	101.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.8	$6.0M	-4%	59k	102.18	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.6	$5.6M		28k	195.75	View chart
Palo Alto Networks (PANW)	2.2	$4.7M	-2%	12k	397.31	View chart
Bank of America Corporation (BAC)	2.0	$4.3M	-5%	79k	54.43	View chart
Bloom Energy Corp Com Cl A (BE)	1.7	$3.6M	-4%	13k	277.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.4	$3.1M	+8%	40k	77.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$3.1M	+5%	23k	136.04	View chart
Spotify Technology S A SHS (SPOT)	1.3	$2.9M	-4%	6.0k	487.38	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$2.3M	+4%	15k	152.22	View chart
Broadcom (AVGO)	1.0	$2.2M	-5%	6.2k	351.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.9M		5.4k	344.09	View chart
Amazon (AMZN)	0.8	$1.8M		7.3k	249.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.8M	+11%	5.2k	340.75	View chart
Meta Platforms Cl A (META)	0.6	$1.4M	+22%	1.9k	725.31	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.6	$1.4M		3.8k	351.90	View chart
Blackrock Science & Technolo SHS (BST)	0.6	$1.2M	+10%	25k	49.96	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.5	$1.2M	-4%	7.8k	151.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.1M		11k	103.89	View chart
Exxonmobil Holdings Corp Com Shs	0.5	$1.1M	NEW	6.7k	162.76	View chart
Caterpillar (CAT)	0.5	$1.1M		1.3k	810.97	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$1.1M	-4%	17k	65.16	View chart
Eli Lilly & Co. (LLY)	0.5	$1.0M		903.00	1156.83	View chart
Columbia Seligm Prem Tech Gr (STK)	0.5	$1.0M	+56%	19k	53.77	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.5	$1.0M	+14%	71k	14.06	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.4	$931k		46k	20.39	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.4	$908k		96k	9.43	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.4	$842k	-4%	17k	50.73	View chart
Consolidated Edison (ED)	0.4	$806k		7.9k	102.21	View chart
Micron Technology (MU)	0.4	$788k		740.00	1065.14	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$775k		20k	39.62	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.3	$753k	+14%	38k	19.87	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$728k		1.6k	456.23	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$701k	+4%	25k	27.96	View chart
Wal-Mart Stores (WMT)	0.3	$684k		6.6k	103.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$671k	+5%	10k	66.79	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.3	$652k		26k	25.00	View chart
Ge Aerospace Com New (GE)	0.3	$640k		2.0k	312.22	View chart
Howmet Aerospace (HWM)	0.3	$639k	-8%	2.8k	226.16	View chart
Advanced Micro Devices (AMD)	0.3	$639k		1.0k	611.76	View chart
Advanced Energy Industries (AEIS)	0.3	$565k		2.0k	281.82	View chart
Southern Company (SO)	0.3	$555k		6.7k	82.88	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.2	$523k		56k	9.43	View chart
Lam Research Corp Com New (LRCX)	0.2	$511k	-25%	1.6k	328.57	View chart
Norfolk Southern (NSC)	0.2	$491k		1.6k	309.00	View chart
Royce Value Trust (RVT)	0.2	$482k		28k	17.12	View chart
Fortinet (FTNT)	0.2	$452k		2.5k	178.76	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$427k		5.4k	78.42	View chart
BlackRock Enhanced Capital and Income (CII)	0.2	$416k		17k	24.00	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.2	$405k		43k	9.50	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.2	$404k		33k	12.42	View chart
Comfort Systems USA (FIX)	0.2	$397k		240.00	1654.09	View chart
American Electric Power Company (AEP)	0.2	$396k		3.3k	118.64	View chart
Netflix (NFLX)	0.2	$368k	-9%	5.3k	69.58	View chart
UnitedHealth (UNH)	0.2	$338k	NEW	922.00	366.96	View chart
Tesla Motors (TSLA)	0.2	$336k	-16%	948.00	354.81	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.2	$331k	+19%	31k	10.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$324k		850.00	380.84	View chart
Applied Materials (AMAT)	0.1	$322k		630.00	511.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$320k	+9%	2.2k	142.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$318k	+41%	3.4k	94.53	View chart
Twilio Cl A (TWLO)	0.1	$313k		1.1k	292.46	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$313k		38k	8.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$306k	+15%	1.3k	228.32	View chart
salesforce (CRM)	0.1	$301k		1.3k	229.64	View chart
Marvell Technology (MRVL)	0.1	$300k	-16%	1.1k	264.21	View chart
At&t (T)	0.1	$299k	+2%	12k	24.40	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$296k		3.3k	90.11	View chart
Home Depot (HD)	0.1	$295k		1.0k	284.60	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$294k	NEW	1.2k	241.35	View chart
Johnson & Johnson (JNJ)	0.1	$272k		1.0k	264.62	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$271k		12k	22.98	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$269k		4.9k	54.51	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$268k		148.00	1811.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$264k		531.00	497.95	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$257k	-24%	24k	10.61	View chart
Mastercard Incorporated Cl A (MA)	0.1	$256k		465.00	551.12	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$250k		879.00	284.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$247k		1.3k	185.66	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$244k	-3%	4.1k	60.08	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$241k		8.6k	27.82	View chart
Mongodb Cl A (MDB)	0.1	$236k		678.00	348.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$235k		1.9k	125.70	View chart
Visa Com Cl A (V)	0.1	$235k		653.00	359.46	View chart
Servicenow (NOW)	0.1	$227k	NEW	1.7k	134.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$225k	-11%	681.00	330.86	View chart
Virtus Allianzgi Artificial (AIO)	0.1	$216k		8.7k	24.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$215k	+3%	1.3k	166.31	View chart
Dominion Resources (D)	0.1	$207k		3.4k	60.52	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$195k		19k	10.12	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$192k	NEW	33k	5.77	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$190k	+2%	22k	8.52	View chart
Nuveen Core Equity Alpha Fund (JCE)	0.1	$184k		11k	16.74	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$157k		14k	11.28	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$144k	NEW	15k	9.63	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$139k		16k	8.96	View chart
Pgim Short Duration High Yie (ISD)	0.1	$137k	+2%	12k	11.74	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$133k	NEW	12k	10.90	View chart
Invesco Municipal Income Opp Trust (OIA)	0.1	$132k	NEW	23k	5.73	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.1	$125k		14k	8.98	View chart
Nuveen Ny Divid Advntg Mun F (NAN)	0.0	$101k		10k	9.82	View chart
Liberty All-Star Growth Fund (ASG)	0.0	$69k	NEW	14k	5.05	View chart

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 Q3 filed Oct. 9, 2026
David J Yvars Group 2026 Q2 filed July 7, 2026
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

View all past filings

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