David J Yvars Group

David J Yvars Group as of March 31, 2026

Portfolio Holdings for David J Yvars Group

David J Yvars Group holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.8 $39M 60k 653.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.1 $18M 31k 576.98
NVIDIA Corporation (NVDA) 8.7 $16M 90k 174.11
Microsoft Corporation (MSFT) 5.3 $9.5M 26k 370.14
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $9.2M 137k 67.53
Ishares Tr Core Msci Intl (IDEV) 4.0 $7.1M 86k 83.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $6.7M 62k 108.99
Spdr Series Trust State Street Spd (CWB) 3.2 $5.7M 63k 91.52
Apple (AAPL) 3.1 $5.5M 22k 253.76
Bank of America Corporation (BAC) 2.3 $4.1M 84k 48.75
Select Sector Spdr Tr State Street Tec (XLK) 2.1 $3.8M 29k 132.90
Spotify Technology S A SHS (SPOT) 1.9 $3.4M 7.1k 484.91
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.7 $3.0M 38k 79.56
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $2.5M 20k 124.31
Ishares Tr Select Divid Etf (DVY) 1.2 $2.1M 14k 151.20
Palo Alto Networks (PANW) 1.1 $2.0M 13k 160.32
Bloom Energy Corp Com Cl A (BE) 1.0 $1.9M 14k 135.33
Amazon (AMZN) 0.9 $1.6M 7.7k 208.18
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.4M 4.9k 287.55
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 4.6k 286.84
Broadcom (AVGO) 0.7 $1.2M 4.0k 309.54
Exxon Mobil Corporation (XOM) 0.7 $1.2M 7.2k 169.65
Global X Fds Defense Tech Etf (SHLD) 0.6 $1.1M 16k 70.84
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.1M 3.8k 298.88
Blackrock Science & Technolo SHS (BST) 0.6 $1.1M 31k 36.05
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.1M 11k 97.13
Meta Platforms Cl A (META) 0.5 $976k 1.7k 572.05
Caterpillar (CAT) 0.5 $976k 1.4k 708.40
Select Sector Spdr Tr State Street Uti (XLU) 0.5 $894k 20k 45.91
Consolidated Edison (ED) 0.5 $887k 7.8k 113.17
Global X Fds Artificial Etf (AIQ) 0.5 $877k 19k 46.67
Ge Aerospace Com New (GE) 0.5 $869k 3.1k 283.80
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.5 $837k 19k 44.69
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.5 $826k 97k 8.55
Eli Lilly & Co. (LLY) 0.5 $821k 893.00 919.31
Wal-Mart Stores (WMT) 0.5 $816k 6.6k 124.29
Howmet Aerospace (HWM) 0.4 $802k 3.5k 230.48
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.4 $730k 43k 16.82
Columbia Seligm Prem Tech Gr (STK) 0.4 $705k 19k 37.93
Ishares Tr Core High Dv Etf (HDV) 0.4 $672k 4.9k 135.73
Southern Company (SO) 0.4 $669k 6.9k 96.52
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.4 $655k 48k 13.55
Advanced Energy Industries (AEIS) 0.4 $647k 2.0k 322.71
Netflix (NFLX) 0.3 $564k 5.9k 96.15
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $533k 63k 8.46
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $501k 1.5k 337.95
Virtus Allianzgi Equity & Conv (NIE) 0.3 $483k 21k 23.36
Guggenheim Bld Amr Bds Mng D (GBAB) 0.3 $466k 33k 14.27
Royce Value Trust (RVT) 0.3 $458k 28k 16.26
Norfolk Southern (NSC) 0.3 $456k 1.6k 287.00
Etf Ser Solutions Defiance Quantum (QTUM) 0.3 $453k 4.2k 107.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $451k 7.9k 56.79
American Electric Power Company (AEP) 0.2 $437k 3.3k 131.08
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $433k 15k 28.71
Tesla Motors (TSLA) 0.2 $423k 1.1k 371.75
Eaton Vance Enhanced Equity Income Fund (EOI) 0.2 $404k 22k 18.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $361k 840.00 430.29
BlackRock Enhanced Capital and Income (CII) 0.2 $360k 17k 21.02
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $353k 1.2k 287.18
At&t (T) 0.2 $353k 12k 28.99
Home Depot (HD) 0.2 $341k 1.0k 328.79
Ishares Silver Tr Ishares (SLV) 0.2 $332k 4.9k 68.14
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $329k 40k 8.17
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.2 $327k 27k 12.18
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $272k 31k 8.78
Virtus Allianzgi Artificial (AIO) 0.1 $265k 12k 21.41
Johnson & Johnson (JNJ) 0.1 $259k 1.1k 244.40
Micron Technology (MU) 0.1 $255k 755.00 337.84
salesforce (CRM) 0.1 $252k 1.4k 186.68
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $251k 12k 21.24
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $248k 1.2k 211.17
Advanced Micro Devices (AMD) 0.1 $246k 1.2k 203.43
Raytheon Technologies Corp (RTX) 0.1 $245k 1.3k 192.87
Palantir Technologies Cl A (PLTR) 0.1 $240k 1.6k 146.28
Vanguard Index Fds Growth Etf (VUG) 0.1 $239k 547.00 436.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $239k 399.00 597.98
Comfort Systems USA (FIX) 0.1 $234k 170.00 1378.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $234k 2.1k 113.10
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $233k 22k 10.87
JPMorgan Chase & Co. (JPM) 0.1 $226k 768.00 294.16
Applied Materials (AMAT) 0.1 $222k 650.00 341.86
Servicenow (NOW) 0.1 $211k 2.0k 104.55
Dominion Resources (D) 0.1 $211k 3.4k 61.81
Fortinet (FTNT) 0.1 $207k 2.5k 81.72
Nuveen Insd Dividend Advantage (NVG) 0.1 $200k 16k 12.33
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $197k 17k 11.50
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $161k 14k 11.57
Nuveen Nj Div Advantage Mun (NXJ) 0.1 $158k 13k 12.30
Nuveen Core Equity Alpha Fund (JCE) 0.1 $155k 11k 14.11
Pgim Short Duration High Yie (ISD) 0.1 $148k 11k 13.16
Blackrock Tech And Private E Shs Ben Int (BTX) 0.1 $90k 14k 6.60
Neuronetics (STIM) 0.0 $29k 20k 1.45