David J Yvars Group as of Dec. 31, 2021
Portfolio Holdings for David J Yvars Group
David J Yvars Group holds 117 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 11.1 | $19M | 40k | 477.03 | |
Crocs (CROX) | 7.2 | $12M | 507k | 24.11 | |
Entegris (ENTG) | 6.7 | $11M | 11M | 1.00 | |
Netflix (NFLX) | 6.0 | $10M | 165k | 62.28 | |
Spdr Ser Tr Bloomberg Conv (CWB) | 5.3 | $9.1M | 66k | 138.58 | |
Tempur-Pedic International (TPX) | 5.3 | $9.1M | 9.1M | 1.00 | |
Datadog Cl A Com (DDOG) | 4.2 | $7.2M | 7.2M | 1.00 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $6.7M | 81k | 82.96 | |
Generac Holdings (GNRC) | 3.8 | $6.5M | 138k | 47.03 | |
Apple (AAPL) | 3.7 | $6.3M | 255k | 24.88 | |
Bank of America Corporation (BAC) | 3.6 | $6.2M | 22k | 283.05 | |
NVIDIA Corporation (NVDA) | 3.4 | $5.8M | 17k | 351.90 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.3 | $5.6M | 32k | 177.61 | |
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 2.9 | $5.0M | 5.0M | 1.00 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 2.8 | $4.7M | 106k | 44.49 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.1 | $3.6M | 12k | 294.18 | |
Guggenheim Bld Amr Bds Mng D (GBAB) | 1.8 | $3.1M | 35k | 87.02 | |
Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $2.2M | 10k | 215.58 | |
Select Sector Spdr Tr Technology (XLK) | 1.2 | $2.1M | 16k | 132.53 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.0M | 83k | 23.70 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.8M | 45k | 39.41 | |
Guggenheim Strategic Opportu Com Sbi (GOF) | 0.9 | $1.6M | 8.9k | 173.88 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $1.4M | 1.4M | 1.00 | |
Consolidated Edison (ED) | 0.7 | $1.2M | 67k | 18.18 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $1.1M | 108k | 9.86 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.6 | $955k | 11k | 85.28 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.5 | $876k | 112k | 7.84 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.5 | $860k | 12k | 71.39 | |
BlackRock Enhanced Capital and Income (CII) | 0.5 | $823k | 823k | 1.00 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.4 | $713k | 32k | 22.13 | |
Five Below (FIVE) | 0.4 | $702k | 702k | 1.00 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $700k | 105k | 6.70 | |
salesforce (CRM) | 0.4 | $681k | 33k | 20.71 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $680k | 21k | 32.97 | |
Royce Value Trust (RVT) | 0.4 | $668k | 3.2k | 206.81 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $632k | 2.5k | 254.33 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $616k | 5.9k | 104.60 | |
Verizon Communications (VZ) | 0.4 | $599k | 31k | 19.49 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.3 | $594k | 57k | 10.40 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $579k | 1.2k | 475.76 | |
Paycom Software (PAYC) | 0.3 | $527k | 10k | 51.96 | |
Southern Company (SO) | 0.3 | $524k | 38k | 13.79 | |
Norfolk Southern (NSC) | 0.3 | $515k | 3.3k | 158.27 | |
Servicenow (NOW) | 0.3 | $501k | 1.2k | 415.77 | |
American Electric Power Company (AEP) | 0.3 | $476k | 476k | 1.00 | |
Tesla Motors (TSLA) | 0.3 | $432k | 665.00 | 649.62 | |
Ishares Tr Core High Dv Etf (HDV) | 0.2 | $408k | 409k | 1.00 | |
McDonald's Corporation (MCD) | 0.2 | $407k | 4.6k | 89.04 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $406k | 384.00 | 1057.29 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $386k | 1.1k | 359.07 | |
Visa Com Cl A (V) | 0.2 | $375k | 1.0k | 360.23 | |
At&t (T) | 0.2 | $375k | 13k | 29.67 | |
Mongodb Cl A (MDB) | 0.2 | $355k | 14k | 24.63 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $349k | 20k | 17.08 | |
Exxon Mobil Corporation (XOM) | 0.2 | $342k | 342k | 1.00 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $338k | 32k | 10.51 | |
Gabelli Dividend & Income Trust (GDV) | 0.2 | $328k | 5.4k | 61.11 | |
Wal-Mart Stores (WMT) | 0.2 | $326k | 38k | 8.67 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $314k | 2.4k | 128.64 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $311k | 26k | 11.83 | |
Meta Platforms Cl A (META) | 0.2 | $310k | 12k | 27.04 | |
Bancroft Fund (BCV) | 0.2 | $309k | 2.1k | 144.73 | |
Home Depot (HD) | 0.2 | $301k | 1.2k | 254.87 | |
Twilio Cl A (TWLO) | 0.2 | $298k | 13k | 22.19 | |
Nuveen Quality Pref. Inc. Fund II | 0.2 | $290k | 698.00 | 415.47 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $282k | 1.1k | 263.55 | |
Nextera Energy (NEE) | 0.2 | $275k | 3.7k | 74.69 | |
MercadoLibre (MELI) | 0.2 | $258k | 8.7k | 29.79 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $238k | 3.2k | 74.21 | |
Eli Lilly & Co. (LLY) | 0.1 | $233k | 173.00 | 1346.82 | |
Advanced Micro Devices (AMD) | 0.1 | $232k | 26k | 9.11 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $228k | 4.3k | 53.07 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $223k | 3.1k | 70.93 | |
Advanced Energy Industries (AEIS) | 0.1 | $215k | 3.1k | 69.92 | |
First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $202k | 3.0k | 68.06 | |
New Amer High Income Com New (HYB) | 0.1 | $201k | 11k | 18.47 | |
Wells Fargo Adv Multi-Sector Inco Fund (ERC) | 0.1 | $199k | 11k | 17.47 | |
Block Cl A (SQ) | 0.1 | $187k | 20k | 9.35 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $185k | 18k | 10.32 | |
Johnson & Johnson (JNJ) | 0.1 | $177k | 13k | 13.25 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $158k | 37k | 4.28 | |
Equinix (EQIX) | 0.1 | $157k | 11k | 15.01 | |
Eaton Vance Tax-Advantaged Global Divide (ETO) | 0.1 | $139k | 100k | 1.39 | |
Abbott Laboratories (ABT) | 0.1 | $125k | 120k | 1.04 | |
Ellsworth Fund (ECF) | 0.1 | $111k | 100k | 1.11 | |
Pgim Short Duration High Yie (ISD) | 0.1 | $108k | 11k | 9.50 | |
Ishares Tr Mortge Rel Etf (REM) | 0.1 | $102k | 100k | 1.02 | |
Bunge | 0.1 | $100k | 100k | 1.00 | |
Carrier Global Corporation (CARR) | 0.0 | $75k | 75k | 1.01 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $67k | 65k | 1.03 | |
Applied Materials (AMAT) | 0.0 | $64k | 64k | 1.00 | |
Global Payments (GPN) | 0.0 | $55k | 50k | 1.10 | |
Simon Property (SPG) | 0.0 | $55k | 55k | 1.00 | |
Cornerstone Strategic Value (CLM) | 0.0 | $55k | 50k | 1.10 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $52k | 50k | 1.04 | |
Micron Technology (MU) | 0.0 | $51k | 50k | 1.02 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $51k | 50k | 1.02 | |
Lumentum Hldgs (LITE) | 0.0 | $50k | 50k | 1.00 | |
Skyline Corporation (SKY) | 0.0 | $48k | 46k | 1.04 | |
Merck & Co (MRK) | 0.0 | $45k | 18k | 2.52 | |
FirstEnergy (FE) | 0.0 | $41k | 40k | 1.02 | |
Eastman Chemical Company (EMN) | 0.0 | $30k | 30k | 1.00 | |
Five9 (FIVN) | 0.0 | $28k | 28k | 1.00 | |
Neuronetics (STIM) | 0.0 | $27k | 25k | 1.08 | |
Eversource Energy (ES) | 0.0 | $26k | 25k | 1.04 | |
Altair Engr Com Cl A (ALTR) | 0.0 | $26k | 25k | 1.04 | |
Costco Wholesale Corporation (COST) | 0.0 | $18k | 15k | 1.20 | |
Ansys (ANSS) | 0.0 | $16k | 15k | 1.07 | |
Henry Schein (HSIC) | 0.0 | $16k | 15k | 1.07 | |
Exelixis (EXEL) | 0.0 | $16k | 15k | 1.07 | |
Welbilt | 0.0 | $16k | 15k | 1.07 | |
Darden Restaurants (DRI) | 0.0 | $15k | 15k | 1.00 | |
Dow (DOW) | 0.0 | $15k | 15k | 1.00 | |
CSX Corporation (CSX) | 0.0 | $11k | 10k | 1.10 | |
3M Company (MMM) | 0.0 | $11k | 10k | 1.10 | |
Realty Income (O) | 0.0 | $11k | 10k | 1.10 | |
Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $2.0k | 12k | 0.17 |