David J Yvars Group

David J Yvars Group as of March 31, 2025

Portfolio Holdings for David J Yvars Group

David J Yvars Group holds 67 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.5 $31M 56k 561.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.5 $13M 28k 468.93
NVIDIA Corporation (NVDA) 8.0 $10M 94k 108.42
Microsoft Corporation (MSFT) 7.2 $9.1M 24k 375.40
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $5.1M 87k 58.35
Apple (AAPL) 3.7 $4.7M 21k 222.11
Spotify Technology S A SHS (SPOT) 3.6 $4.6M 8.4k 550.03
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.4 $4.3M 56k 76.62
Bank of America Corporation (BAC) 2.8 $3.5M 85k 41.73
Palo Alto Networks (PANW) 2.3 $2.9M 17k 170.64
Select Sector Spdr Tr Technology (XLK) 2.1 $2.7M 13k 206.48
Meta Platforms Cl A (META) 2.0 $2.5M 4.4k 576.37
Global X Fds Artificial Etf (AIQ) 1.9 $2.5M 68k 36.38
Netflix (NFLX) 1.9 $2.4M 2.6k 932.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $1.9M 24k 78.89
Ishares Tr Select Divid Etf (DVY) 1.2 $1.5M 11k 134.00
Amazon (AMZN) 1.0 $1.2M 6.4k 190.30
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.9 $1.1M 25k 44.13
Doximity Cl A (DOCS) 0.8 $1.0M 18k 58.03
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.0M 4.0k 257.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $977k 9.0k 108.68
Blackrock Science & Technolo SHS (BST) 0.7 $924k 28k 33.12
Consolidated Edison (ED) 0.7 $873k 7.9k 110.58
salesforce (CRM) 0.7 $866k 3.2k 268.36
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $816k 7.8k 104.57
Eli Lilly & Co. (LLY) 0.6 $814k 985.00 825.91
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.6 $798k 93k 8.62
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $781k 10k 78.28
Alphabet Cap Stk Cl A (GOOGL) 0.5 $698k 4.5k 154.65
Exxon Mobil Corporation (XOM) 0.5 $668k 5.6k 118.93
Southern Company (SO) 0.5 $665k 7.2k 91.95
Wal-Mart Stores (WMT) 0.5 $582k 6.6k 87.78
Ishares Tr Core High Dv Etf (HDV) 0.5 $579k 4.8k 121.11
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.4 $572k 40k 14.24
Guggenheim Bld Amr Bds Mng D (GBAB) 0.4 $518k 33k 15.50
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $421k 52k 8.15
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $413k 25k 16.25
Royce Value Trust (RVT) 0.3 $401k 28k 14.25
Etf Ser Solutions Defiance Quantum (QTUM) 0.3 $399k 5.4k 74.53
At&t (T) 0.3 $382k 14k 28.28
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.3 $382k 37k 10.30
Columbia Seligm Prem Tech Gr (STK) 0.3 $379k 14k 27.98
Norfolk Southern (NSC) 0.3 $377k 1.6k 236.85
Home Depot (HD) 0.3 $366k 998.00 366.49
American Electric Power Company (AEP) 0.3 $365k 3.3k 109.27
BlackRock Enhanced Capital and Income (CII) 0.3 $360k 20k 18.47
Guggenheim Strategic Opportu Com Sbi (GOF) 0.3 $346k 22k 15.56
Servicenow (NOW) 0.3 $346k 435.00 796.14
Alphabet Cap Stk Cl C (GOOG) 0.3 $334k 2.1k 156.23
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $322k 1.2k 258.62
Tesla Motors (TSLA) 0.2 $298k 1.1k 259.16
Virtus Allianzgi Artificial (AIO) 0.2 $274k 13k 20.63
Spdr Gold Tr Gold Shs (GLD) 0.2 $274k 950.00 288.14
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $251k 12k 21.29
Dominion Resources (D) 0.2 $236k 4.2k 56.07
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $236k 28k 8.46
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $231k 8.0k 28.86
Fortinet (FTNT) 0.2 $226k 2.4k 96.26
Visa Com Cl A (V) 0.2 $219k 624.00 350.46
Pfizer (PFE) 0.2 $212k 8.3k 25.34
American Express Company (AXP) 0.2 $209k 775.00 269.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $203k 396.00 513.73
Vanguard Index Fds Growth Etf (VUG) 0.2 $203k 547.00 370.82
Nuveen Core Equity Alpha Fund (JCE) 0.1 $159k 11k 14.42
Liberty All Star Equity Sh Ben Int (USA) 0.1 $148k 23k 6.55
Neuronetics (STIM) 0.1 $90k 25k 3.68
Blackrock Tech And Private E Shs Ben Int (BTX) 0.1 $77k 12k 6.26