David J Yvars Group

David J Yvars Group as of Dec. 31, 2024

Portfolio Holdings for David J Yvars Group

David J Yvars Group holds 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.4 $32M 54k 588.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.3 $14M 27k 511.24
NVIDIA Corporation (NVDA) 8.2 $13M 100k 134.30
Microsoft Corporation (MSFT) 6.3 $10M 24k 421.51
Ishares Tr Ishares Semicdtr (SOXX) 3.9 $6.4M 30k 215.49
Broadcom (AVGO) 3.8 $6.2M 27k 231.95
Apple (AAPL) 3.3 $5.4M 22k 250.42
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $5.4M 86k 62.31
Spotify Technology S A SHS (SPOT) 3.1 $5.1M 11k 447.38
Arista Networks Com Shs (ANET) 2.7 $4.5M 40k 110.56
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 2.7 $4.4M 57k 77.89
Comfort Systems USA (FIX) 2.6 $4.3M 10k 424.05
Bank of America Corporation (BAC) 2.3 $3.7M 85k 43.95
Crowdstrike Hldgs Cl A (CRWD) 2.1 $3.5M 10k 342.16
Palo Alto Networks (PANW) 2.1 $3.4M 19k 182.05
Cadence Design Systems (CDNS) 2.0 $3.3M 11k 300.46
Arm Holdings Sponsored Ads (ARM) 2.0 $3.3M 26k 123.36
Select Sector Spdr Tr Technology (XLK) 1.9 $3.1M 13k 232.52
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $1.9M 24k 78.65
Amazon (AMZN) 0.9 $1.4M 6.5k 219.42
Ishares Tr Select Divid Etf (DVY) 0.8 $1.2M 9.5k 131.21
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.7 $1.2M 25k 46.70
Eli Lilly & Co. (LLY) 0.7 $1.1M 1.5k 772.00
salesforce (CRM) 0.7 $1.1M 3.4k 334.33
Doximity Cl A (DOCS) 0.7 $1.1M 21k 53.39
Vanguard Index Fds Large Cap Etf (VV) 0.7 $1.1M 4.0k 269.68
Blackrock Science & Technolo SHS (BST) 0.6 $1.0M 28k 36.58
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.0M 8.7k 115.22
Meta Platforms Cl A (META) 0.6 $973k 1.7k 585.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $877k 8.2k 106.84
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $860k 11k 75.74
Alphabet Cap Stk Cl A (GOOGL) 0.5 $844k 4.5k 189.29
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.5 $760k 92k 8.29
Guggenheim Strategic Opportu Com Sbi (GOF) 0.5 $757k 50k 15.21
Consolidated Edison (ED) 0.4 $703k 7.9k 89.23
Exxon Mobil Corporation (XOM) 0.4 $604k 5.6k 107.57
Wal-Mart Stores (WMT) 0.4 $599k 6.6k 90.35
Southern Company (SO) 0.4 $595k 7.2k 82.32
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.4 $580k 39k 14.97
Guggenheim Bld Amr Bds Mng D (GBAB) 0.3 $558k 37k 15.21
Ishares Tr Core High Dv Etf (HDV) 0.3 $534k 4.8k 112.25
Astera Labs (ALAB) 0.3 $499k 3.8k 132.45
Doordash Cl A (DASH) 0.3 $477k 2.8k 167.75
Tesla Motors (TSLA) 0.3 $472k 1.2k 403.84
Servicenow (NOW) 0.3 $461k 435.00 1060.12
Netflix (NFLX) 0.3 $456k 512.00 891.32
Royce Value Trust (RVT) 0.3 $438k 28k 15.75
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $435k 25k 17.74
Advanced Micro Devices (AMD) 0.3 $433k 3.6k 120.79
Etf Ser Solutions Defiance Quantum (QTUM) 0.3 $430k 5.3k 81.15
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $410k 50k 8.18
Alphabet Cap Stk Cl C (GOOG) 0.2 $407k 2.1k 190.44
Home Depot (HD) 0.2 $392k 1.0k 388.99
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.2 $388k 37k 10.46
Columbia Seligm Prem Tech Gr (STK) 0.2 $382k 12k 31.95
BlackRock Enhanced Capital and Income (CII) 0.2 $375k 19k 20.10
Norfolk Southern (NSC) 0.2 $373k 1.6k 234.70
At&t (T) 0.2 $344k 15k 22.77
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $328k 1.2k 264.13
American Electric Power Company (AEP) 0.2 $308k 3.3k 92.23
Virtus Allianzgi Artificial (AIO) 0.2 $300k 12k 24.66
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $250k 12k 21.17
Pfizer (PFE) 0.1 $241k 9.1k 26.53
Advanced Energy Industries (AEIS) 0.1 $232k 2.0k 115.63
Dominion Resources (D) 0.1 $231k 4.3k 53.87
Spdr Gold Tr Gold Shs (GLD) 0.1 $230k 950.00 242.13
American Express Company (AXP) 0.1 $230k 775.00 296.79
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $227k 7.9k 28.67
Vanguard Index Fds Growth Etf (VUG) 0.1 $225k 547.00 410.44
Fortinet (FTNT) 0.1 $222k 2.4k 94.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $216k 1.1k 197.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $213k 395.00 539.02
New Amer High Income Com New 0.1 $205k 25k 8.17
Nuveen Core Equity Alpha Fund (JCE) 0.1 $173k 11k 15.73
Liberty All Star Equity Sh Ben Int (USA) 0.1 $157k 23k 6.95
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $148k 16k 9.31
Blackrock Innovation And Grw Shs Ben Int (BTX) 0.0 $80k 11k 7.44
Neuronetics (STIM) 0.0 $75k 46k 1.61