David J Yvars Group »

Fi Enhanced Lrg Cap Growth Ubs shares owned by David J Yvars Group

Quarter-by-quarter ownership of Fi Enhanced Lrg Cap Growth Ubs (FBGX) shares owned by David J Yvars Group from 13F filings

Historical chart of David J Yvars Group investment in Fi Enhanced Lrg Cap Growth Ubs

Tip: Access up to 7 years of quarterly data

All positions including Fi Enhanced Lrg Cap Growth Ubs held by David J Yvars Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fi Enhanced Lrg Cap Growth Ubs by David J Yvars Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 307 843.45
2023-12-31 $213k 307 694.98

More positions owned by David J Yvars Group

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Core S&p Mcp Etf (IJH)
Spotify Technology S A SHS (SPOT)
salesforce (CRM)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Apple (AAPL)
Novo-nordisk A S Adr (NVO)
Bank of America Corporation (BAC)
Cadence Design Systems (CDNS)
Crowdstrike Hldgs Cl A (CRWD)
Arm Holdings Sponsored Adr (ARM)

View all positions for David J Yvars Group

Top funds holding Fi Enhanced Lrg Cap Growth Ubs

Fisher Investments
Johnson Investment Counsel
Creative Planning
Ingalls & Snyder
MAI Wealth Advisors
Mariner Wealth Advisors
Householder Group Estate & Retirement Specialist
Flow Traders US
Wealth Enhancement Advisory Services
Citadel Advisors
Pnc Financial Services
Calamos Wealth Management
Raymond James & Associates
Howard Capital Management
Centric Wealth Management

View all funds holding Fi Enhanced Lrg Cap Growth Ubs