David J Yvars Group

David J Yvars Group as of Dec. 31, 2025

Portfolio Holdings for David J Yvars Group

David J Yvars Group holds 91 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.0 $41M 60k 684.97
NVIDIA Corporation (NVDA) 11.8 $23M 124k 186.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.2 $20M 32k 614.36
Microsoft Corporation (MSFT) 6.6 $13M 27k 483.62
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $9.0M 136k 66.00
Ishares Tr Core Msci Intl (IDEV) 3.7 $7.1M 87k 82.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.4 $6.6M 60k 110.19
Apple (AAPL) 3.0 $5.9M 22k 271.87
Spdr Series Trust State Street Spd (CWB) 2.8 $5.5M 61k 89.20
Bank of America Corporation (BAC) 2.4 $4.6M 84k 55.00
Spotify Technology S A SHS (SPOT) 2.3 $4.5M 7.7k 580.71
Select Sector Spdr Tr State Street Tec (XLK) 2.1 $4.1M 28k 143.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $3.0M 37k 80.63
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.4M 20k 120.18
Palo Alto Networks (PANW) 1.2 $2.4M 13k 184.20
Meta Platforms Cl A (META) 1.1 $2.1M 3.1k 660.01
Amazon (AMZN) 1.0 $1.9M 8.3k 230.84
Ishares Tr Select Divid Etf (DVY) 1.0 $1.9M 13k 141.31
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.7M 5.4k 313.02
Netflix (NFLX) 0.7 $1.4M 15k 93.76
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.4M 4.4k 313.83
Blackrock Science & Technolo SHS (BST) 0.7 $1.3M 32k 40.46
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.6 $1.2M 22k 53.95
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.2M 3.8k 314.82
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.1M 12k 96.03
Bloom Energy Corp Com Cl A (BE) 0.5 $1.1M 12k 86.89
Eli Lilly & Co. (LLY) 0.5 $959k 892.00 1075.17
Global X Fds Artificial Etf (AIQ) 0.5 $956k 19k 50.86
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.5 $905k 96k 9.45
Exxon Mobil Corporation (XOM) 0.5 $877k 7.3k 120.34
Select Sector Spdr Tr State Street Uti (XLU) 0.4 $834k 19k 42.87
Consolidated Edison (ED) 0.4 $796k 8.0k 99.32
Caterpillar (CAT) 0.4 $760k 1.3k 572.71
Wal-Mart Stores (WMT) 0.4 $741k 6.6k 111.41
Ge Aerospace Com New (GE) 0.4 $722k 2.3k 308.08
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.3 $669k 44k 15.40
Columbia Seligm Prem Tech Gr (STK) 0.3 $655k 18k 36.79
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $616k 32k 19.33
Southern Company (SO) 0.3 $613k 7.0k 87.20
Ishares Tr Core High Dv Etf (HDV) 0.3 $607k 5.0k 121.62
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $594k 63k 9.49
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $540k 18k 29.37
Virtus Allianzgi Equity & Conv (NIE) 0.3 $527k 21k 24.92
Guggenheim Bld Amr Bds Mng D (GBAB) 0.3 $497k 33k 14.98
Tesla Motors (TSLA) 0.2 $467k 1.0k 449.72
Norfolk Southern (NSC) 0.2 $459k 1.6k 288.72
Royce Value Trust (RVT) 0.2 $454k 28k 16.13
Global X Fds Defense Tech Etf (SHLD) 0.2 $447k 6.9k 64.79
salesforce (CRM) 0.2 $446k 1.7k 264.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $441k 8.1k 54.71
Eaton Vance Enhanced Equity Income Fund (EOI) 0.2 $434k 21k 20.56
Howmet Aerospace (HWM) 0.2 $431k 2.1k 205.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $420k 1.4k 303.89
Advanced Energy Industries (AEIS) 0.2 $420k 2.0k 209.37
Doordash Cl A (DASH) 0.2 $417k 1.8k 226.48
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $410k 3.7k 109.66
BlackRock Enhanced Capital and Income (CII) 0.2 $406k 17k 23.37
American Electric Power Company (AEP) 0.2 $385k 3.3k 115.31
Ishares Silver Tr Ishares (SLV) 0.2 $378k 5.9k 64.42
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $370k 42k 8.82
Spdr Gold Tr Gold Shs (GLD) 0.2 $367k 925.00 396.31
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $356k 1.2k 290.22
Home Depot (HD) 0.2 $356k 1.0k 344.21
Sofi Technologies (SOFI) 0.2 $348k 13k 26.18
At&t (T) 0.2 $338k 14k 24.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $297k 2.4k 123.26
Servicenow (NOW) 0.2 $294k 1.9k 153.19
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $280k 30k 9.22
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $279k 22k 12.86
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $277k 1.3k 212.01
Vanguard Index Fds Growth Etf (VUG) 0.1 $267k 547.00 487.86
Virtus Allianzgi Artificial (AIO) 0.1 $264k 12k 21.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $250k 399.00 626.55
JPMorgan Chase & Co. (JPM) 0.1 $248k 768.00 322.22
BlackRock MuniVest Fund (MVF) 0.1 $245k 35k 6.93
American Express Company (AXP) 0.1 $242k 655.00 369.95
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $242k 12k 20.52
Palantir Technologies Cl A (PLTR) 0.1 $236k 1.3k 177.75
Raytheon Technologies Corp (RTX) 0.1 $233k 1.3k 183.33
Visa Com Cl A (V) 0.1 $229k 653.00 350.74
Johnson & Johnson (JNJ) 0.1 $227k 1.1k 207.04
Dominion Resources (D) 0.1 $208k 3.5k 58.58
Micron Technology (MU) 0.1 $206k 720.00 285.41
Mongodb Cl A (MDB) 0.1 $201k 478.00 419.69
Nuveen Core Equity Alpha Fund (JCE) 0.1 $177k 11k 16.09
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $166k 14k 11.90
Nuveen Nj Div Advantage Mun (NXJ) 0.1 $162k 13k 12.64
Pgim Short Duration High Yie (ISD) 0.1 $160k 11k 14.47
Blackrock Tech And Private E Shs Ben Int (BTX) 0.0 $91k 14k 6.59
Global X Fds Nasdaq 100 Cover Call Option (QYLD) 0.0 $52k 296k 0.18
Neuronetics (STIM) 0.0 $43k 31k 1.38