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%Oils/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. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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