David J Yvars Group Top Holdings and 13F Report (2025) About David J Yvars GroupInvestment ActivityDavid J Yvars Group has $163.92 million in total holdings as of December 31, 2024.David J Yvars Group owns shares of 78 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.31% of the portfolio was purchased this quarter.About 10.15% of the portfolio was sold this quarter.This quarter, David J Yvars Group has purchased 80 new stocks and bought additional shares in 33 stocks.David J Yvars Group sold shares of 28 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,740,738Invesco QQQ $13,687,400NVIDIA $13,438,431Microsoft $10,257,904iShares Semiconductor ETF $6,393,912 Largest New Holdings this Quarter ARISTA NETWORKS INC $4,456,066 HoldingDoximity $1,119,375 HoldingASTERA LABS INC $499,337 HoldingDOORDASH INC $477,249 HoldingSPDR Gold Shares $230,024 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 40,304 shares (about $4.46M)Broadcom 19,027 shares (about $4.41M)Palo Alto Networks 9,732 shares (about $1.77M)Doximity 20,966 shares (about $1.12M)Invesco QQQ 1,114 shares (about $569.52K) Largest Sales this Quarter NVIDIA 10,845 shares (about $1.46M)Apple 2,361 shares (about $591.25K)Microsoft 1,357 shares (about $571.99K)SPDR Bloomberg Convertible Securities ETF 5,488 shares (about $427.46K)ARM HOLDINGS PLC 2,807 shares (about $346.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavid J Yvars Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,740,738$192,500 ▲0.6%53,91819.4%ETFQQQInvesco QQQ$13,687,400$569,520 ▲4.3%26,7738.3%FinanceNVDANVIDIA$13,438,431$1,456,495 ▼-9.8%100,0628.2%Computer and TechnologyMSFTMicrosoft$10,257,904$571,991 ▼-5.3%24,3366.3%Computer and TechnologySOXXiShares Semiconductor ETF$6,393,912$9,266 ▼-0.1%29,6723.9%ETFAVGOBroadcom$6,179,716$4,413,387 ▲249.9%26,6423.8%Computer and TechnologyAAPLApple$5,396,142$591,252 ▼-9.9%21,5483.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,375,009$77,950 ▲1.5%86,2623.3%ETFSPOTSpotify Technology$5,090,737$14,316 ▼-0.3%11,3793.1%Business ServicesARISTA NETWORKS INC$4,456,066$4,456,066 ▲New Holding40,3042.7%COM SHSCWBSPDR Bloomberg Convertible Securities ETF$4,418,843$427,459 ▼-8.8%56,7322.7%ETFFIXComfort Systems USA$4,285,842$22,899 ▼-0.5%10,1072.6%ConstructionBACBank of America$3,734,915$7,076 ▲0.2%84,9812.3%FinanceCRWDCrowdStrike$3,474,635$18,819 ▲0.5%10,1552.1%Computer and TechnologyPANWPalo Alto Networks$3,429,568$1,771,673 ▲106.9%18,8392.1%Computer and TechnologyCDNSCadence Design Systems$3,336,007$176,670 ▼-5.0%11,1032.0%Computer and TechnologyARM HOLDINGS PLC$3,262,255$346,271 ▼-9.6%26,4452.0%SPONSORED ADSXLKTechnology Select Sector SPDR Fund$3,081,844$33,948 ▲1.1%13,2541.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,867,050$123,715 ▼-6.2%23,7391.1%ETFAMZNAmazon.com$1,419,206$49,589 ▼-3.4%6,4680.9%Retail/WholesaleDVYiShares Select Dividend ETF$1,248,495$9,710 ▲0.8%9,5150.8%ETFPNQIInvesco NASDAQ Internet ETF$1,171,075$105,298 ▼-8.2%25,0790.7%ManufacturingLLYEli Lilly and Company$1,134,840$32,424 ▲2.9%1,4700.7%MedicalCRMSalesforce$1,126,692$3,343 ▼-0.3%3,3700.7%Computer and TechnologyDOCSDoximity$1,119,375$1,119,375 ▲New Holding20,9660.7%MedicalVVVanguard Large-Cap ETF$1,081,419$270 ▼0.0%4,0100.7%ETFBSTBlackRock Science and Technology Trust$1,004,802$154,864 ▲18.2%27,4650.6%Financial ServicesIJRiShares Core S&P Small-Cap ETF$1,004,287$27,884 ▼-2.7%8,7160.6%ETFMETAMeta Platforms$972,621$120,041 ▲14.1%1,6610.6%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$876,556$15,493 ▲1.8%8,2040.5%FinanceXLUUtilities Select Sector SPDR Fund$860,393$1,969 ▲0.2%11,3600.5%ETFGOOGLAlphabet$843,470$31,422 ▲3.9%4,4560.5%Computer and TechnologyBDJBlackRock Enhanced Equity Dividend Trust$760,352$178,993 ▼-19.1%91,6960.5%Financial ServicesGOFGuggenheim Strategic Opportunities Fund$757,091$96,743 ▼-11.3%49,7800.5%Financial ServicesEDConsolidated Edison$703,006$67,633 ▼-8.8%7,8790.4%UtilitiesXOMExxon Mobil$604,436$8,928 ▲1.5%5,6190.4%EnergyWMTWalmart$598,863$133,904 ▼-18.3%6,6280.4%Retail/WholesaleSOSouthern$595,111$5,680 ▲1.0%7,2290.4%UtilitiesETYEaton Vance Tax-Managed Diversified Equity Income Fund$580,223$299 ▼-0.1%38,7620.4%Financial ServicesGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$557,945$108,341 ▼-16.3%36,6880.3%Financial ServicesHDViShares Core High Dividend ETF$533,742$204,966 ▲62.3%4,7550.3%ETFASTERA LABS INC$499,337$499,337 ▲New Holding3,7700.3%COMDOORDASH INC$477,249$477,249 ▲New Holding2,8450.3%CL ATSLATesla$472,089$2,423 ▼-0.5%1,1690.3%Auto/Tires/TrucksNOWServiceNow$461,1520.0%4350.3%Computer and TechnologyNFLXNetflix$456,356$1,783 ▲0.4%5120.3%Consumer DiscretionaryRVTRoyce Value Trust$438,036$26,768 ▼-5.8%27,8190.3%FinanceCSQCalamos Strategic Total Return Fund$435,135$1,295 ▲0.3%24,5250.3%Financial ServicesAMDAdvanced Micro Devices$433,274$10,871 ▼-2.4%3,5870.3%Computer and TechnologyQTUMDefiance Quantum ETF$429,689$46,093 ▲12.0%5,2950.3%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$410,266$1,594 ▲0.4%50,1770.3%Financial ServicesGOOGAlphabet$406,970$76,176 ▼-15.8%2,1370.2%Computer and TechnologyHDHome Depot$392,102$3,501 ▲0.9%1,0080.2%Retail/WholesaleNRKNuveen New York AMT-Free Quality Municipal Income Fund$387,5430.0%37,0500.2%Financial ServicesSTKColumbia Seligman Premium Technology Growth Fund$382,332$6,869 ▲1.8%11,9670.2%Financial ServicesCIIBlackRock Enhanced Capital and Income Fund$375,350$462 ▲0.1%18,6740.2%Financial ServicesNSCNorfolk Southern$373,1730.0%1,5900.2%TransportationTAT&T$344,106$32,357 ▼-8.6%15,1120.2%Computer and TechnologyVOVanguard Mid-Cap ETF$328,3140.0%1,2430.2%ETFAEPAmerican Electric Power$307,679$71,017 ▼-18.8%3,3360.2%UtilitiesAIOVirtus Artificial Intelligence & Technology Opportunities Fund$299,729$11,887 ▲4.1%12,1540.2%MiscellaneousPEYInvesco High Yield Equity Dividend Achievers ETF$249,8060.0%11,8000.2%ETFPFEPfizer$241,153$24,221 ▼-9.1%9,0900.1%MedicalAEISAdvanced Energy Industries$231,8380.0%2,0050.1%Computer and TechnologyDDominion Energy$231,355$24,347 ▲11.8%4,2950.1%UtilitiesGLDSPDR Gold Shares$230,024$230,024 ▲New Holding9500.1%FinanceAXPAmerican Express$230,012$230,012 ▲New Holding7750.1%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$227,341$3,727 ▲1.7%7,9300.1%ManufacturingVUGVanguard Growth ETF$224,5110.0%5470.1%ETFFTNTFortinet$222,028$222,028 ▲New Holding2,3500.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$215,857$215,857 ▲New Holding1,0930.1%Computer and TechnologyVOOVanguard S&P 500 ETF$212,914$539 ▲0.3%3950.1%ETFHYBThe New America High Income Fund$204,950$2,966 ▲1.5%25,0860.1%FinanceJCENuveen Core Equity Alpha Fund$173,0300.0%11,0000.1%Financial ServicesUSALiberty All-Star Equity Fund$156,6460.0%22,5390.1%FinanceETJEaton Vance Risk-Managed Diversified Equity Income Fund$147,706$2,756 ▲1.9%15,8650.1%Financial ServicesBIGZBlackRock Innovation and Growth Term Trust$79,617$2,872 ▲3.7%10,7010.0%Financial ServicesSTIMNeuronetics$74,583$23,868 ▲47.1%46,3250.0%MedicalNVONovo Nordisk A/S$0$3,790,931 ▼-100.0%00.0%MedicalANETArista Networks$0$3,424,826 ▼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$2,908,704 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$396,417 ▼-100.0%00.0%FinanceFDVVFidelity High Dividend ETF$0$297,879 ▼-100.0%00.0%ETFQDFFlexShares Quality Dividend Index Fund$0$289,722 ▼-100.0%00.0%ETFMCDMcDonald's$0$265,626 ▼-100.0%00.0%Retail/WholesaleNEENextEra Energy$0$219,778 ▼-100.0%00.0%UtilitiesJNJJohnson & Johnson$0$205,168 ▼-100.0%00.0%MedicalGABThe Gabelli Equity Trust$0$80,789 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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