David J Yvars Group Top Holdings and 13F Report (2025)

About David J Yvars Group

Investment Activity

David J Yvars Group has $127.11 million in total holdings as of March 31, 2025.
David J Yvars Group owns shares of 67 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 6.69% of the portfolio was purchased this quarter.
About 29.69% of the portfolio was sold this quarter.
This quarter, David J Yvars Group has purchased 78 new stocks and bought additional shares in 29 stocks.
David J Yvars Group sold shares of 21 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $31,199,808
Invesco QQQ: $13,315,210
NVIDIA: $10,136,443
Microsoft: $9,149,326
iShares Core S&P Mid-Cap ETF: $5,064,018

Largest New Holdings this Quarter

37954Y632 - Global X Future Analytics Tech ETF: $2,462,744 Holding
92826C839 - Visa: $218,687 Holding

Largest Purchases this Quarter

Global X Future Analytics Tech ETF: 67,695 shares (about $2.46M)
Netflix: 2,072 shares (about $1.93M)
Meta Platforms: 2,711 shares (about $1.56M)
iShares Core S&P 500 ETF: 1,610 shares (about $904.62K)
Invesco QQQ: 1,622 shares (about $760.60K)

Largest Sales this Quarter

Spotify Technology: 2,963 shares (about $1.63M)
NVIDIA: 6,569 shares (about $712.21K)
Guggenheim Strategic Opportunities Fund: 27,517 shares (about $428.11K)
Eli Lilly and Company: 485 shares (about $400.57K)
Palo Alto Networks: 2,060 shares (about $351.52K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$31,199,808	$904,619 ▲	3.0%	55,528	24.5%	ETF
QQQ Invesco QQQ	$13,315,210	$760,601 ▲	6.1%	28,395	10.5%	Finance
NVDA NVIDIA	$10,136,443	$712,206 ▼	-6.6%	93,493	8.0%	Computer and Technology
MSFT Microsoft	$9,149,326	$13,515 ▲	0.1%	24,372	7.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$5,064,018	$30,634 ▲	0.6%	86,787	4.0%	ETF
AAPL Apple	$4,747,648	$38,425 ▼	-0.8%	21,375	3.7%	Computer and Technology
SPOT Spotify Technology	$4,629,052	$1,629,739 ▼	-26.0%	8,416	3.6%	Business Services
CWB SPDR Bloomberg Convertible Securities ETF	$4,318,337	$28,503 ▼	-0.7%	56,360	3.4%	ETF
BAC Bank of America	$3,546,257		0.0%	84,981	2.8%	Finance
PANW Palo Alto Networks	$2,863,169	$351,518 ▼	-10.9%	16,779	2.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,693,474	$43,153 ▼	-1.6%	13,045	2.1%	ETF
META Meta Platforms	$2,519,899	$1,562,545 ▲	163.2%	4,372	2.0%	Computer and Technology
AIQ Global X Future Analytics Tech ETF	$2,462,744	$2,462,744 ▲	New Holding	67,695	1.9%	ETF
NFLX Netflix	$2,409,658	$1,932,203 ▲	404.7%	2,584	1.9%	Consumer Discretionary
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,887,568	$14,831 ▲	0.8%	23,927	1.5%	ETF
DVY iShares Select Dividend ETF	$1,504,770	$229,802 ▲	18.0%	11,230	1.2%	ETF
AMZN Amazon.com	$1,208,778	$22,075 ▼	-1.8%	6,352	1.0%	Retail/Wholesale
PNQI Invesco NASDAQ Internet ETF	$1,103,923	$2,869 ▼	-0.3%	25,014	0.9%	Manufacturing
DOCS Doximity	$1,043,728	$172,929 ▼	-14.2%	17,986	0.8%	Medical
VV Vanguard Large-Cap ETF	$1,037,116	$6,426 ▲	0.6%	4,035	0.8%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$976,607	$84,989 ▲	9.5%	8,986	0.8%	Finance
BST BlackRock Science and Technology Trust	$923,679	$13,945 ▲	1.5%	27,886	0.7%	Financial Services
ED Consolidated Edison	$872,500	$1,216 ▲	0.1%	7,890	0.7%	Utilities
CRM Salesforce	$865,461	$38,912 ▼	-4.3%	3,225	0.7%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$815,937	$95,470 ▼	-10.5%	7,803	0.6%	ETF
LLY Eli Lilly and Company	$813,521	$400,566 ▼	-33.0%	985	0.6%	Medical
BDJ BlackRock Enhanced Equity Dividend Trust	$798,068	$8,013 ▲	1.0%	92,626	0.6%	Financial Services
XLU Utilities Select Sector SPDR Fund	$781,190	$108,020 ▼	-12.1%	9,980	0.6%	ETF
GOOGL Alphabet	$697,788	$8,660 ▲	1.3%	4,512	0.5%	Computer and Technology
XOM Exxon Mobil	$668,268		0.0%	5,619	0.5%	Energy
SO Southern	$665,086	$368 ▲	0.1%	7,233	0.5%	Utilities
WMT Walmart	$582,268	$439 ▲	0.1%	6,633	0.5%	Retail/Wholesale
HDV iShares Core High Dividend ETF	$578,776	$2,907 ▲	0.5%	4,779	0.5%	ETF
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund	$571,477	$19,605 ▲	3.6%	40,139	0.4%	Financial Services
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$517,472	$51,129 ▼	-9.0%	33,389	0.4%	Financial Services
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund	$421,352	$12,286 ▲	3.0%	51,684	0.3%	Financial Services
CSQ Calamos Strategic Total Return Fund	$412,778	$14,235 ▲	3.6%	25,401	0.3%	Financial Services
RVT Royce Value Trust	$401,243	$4,915 ▲	1.2%	28,164	0.3%	Finance
QTUM Defiance Quantum ETF	$398,885	$4,248 ▲	1.1%	5,352	0.3%	ETF
T AT&T	$382,126	$45,249 ▼	-10.6%	13,512	0.3%	Computer and Technology
NRK Nuveen New York AMT-Free Quality Municipal Income Fund	$381,615		0.0%	37,050	0.3%	Financial Services
STK Columbia Seligman Premium Technology Growth Fund	$379,159	$44,321 ▲	13.2%	13,551	0.3%	Financial Services
NSC Norfolk Southern	$376,592		0.0%	1,590	0.3%	Transportation
HD Home Depot	$365,757	$3,665 ▼	-1.0%	998	0.3%	Retail/Wholesale
AEP American Electric Power	$364,525		0.0%	3,336	0.3%	Utilities
CII BlackRock Enhanced Capital and Income Fund	$359,866	$14,961 ▲	4.3%	19,484	0.3%	Financial Services
GOF Guggenheim Strategic Opportunities Fund	$346,370	$428,112 ▼	-55.3%	22,263	0.3%	Financial Services
NOW ServiceNow	$346,321		0.0%	435	0.3%	Computer and Technology
GOOG Alphabet	$333,864		0.0%	2,137	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$321,465		0.0%	1,243	0.3%	ETF
TSLA Tesla	$297,516	$5,442 ▼	-1.8%	1,148	0.2%	Auto/Tires/Trucks
AIO Virtus Artificial Intelligence & Technology Opportunities Fund	$274,244	$23,498 ▲	9.4%	13,293	0.2%	Miscellaneous
GLD SPDR Gold Shares	$273,733		0.0%	950	0.2%	Finance
PEY Invesco High Yield Equity Dividend Achievers ETF	$251,222		0.0%	11,800	0.2%	ETF
D Dominion Energy	$235,932	$4,878 ▼	-2.0%	4,208	0.2%	Utilities
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund	$235,726	$101,510 ▲	75.6%	27,864	0.2%	Financial Services
ANGL VanEck Fallen Angel High Yield Bond ETF	$230,879	$2,020 ▲	0.9%	8,000	0.2%	Manufacturing
FTNT Fortinet	$226,211		0.0%	2,350	0.2%	Computer and Technology
V Visa	$218,687	$218,687 ▲	New Holding	624	0.2%	Business Services
PFE Pfizer	$211,527	$18,801 ▼	-8.2%	8,348	0.2%	Medical
AXP American Express	$208,514		0.0%	775	0.2%	Finance
VOO Vanguard S&P 500 ETF	$203,439	$514 ▲	0.3%	396	0.2%	ETF
VUG Vanguard Growth ETF	$202,839		0.0%	547	0.2%	ETF
JCE Nuveen Core Equity Alpha Fund	$158,620		0.0%	11,000	0.1%	Financial Services
USA Liberty All-Star Equity Fund	$147,631		0.0%	22,539	0.1%	Finance
STIM Neuronetics	$90,160	$80,316 ▼	-47.1%	24,500	0.1%	Medical
BIGZ BlackRock Innovation and Growth Term Trust	$77,402	$10,411 ▲	15.5%	12,364	0.1%	Financial Services
SOXX iShares Semiconductor ETF	$0	$6,393,912 ▼	-100.0%	0	0.0%	ETF
AVGO Broadcom	$0	$6,179,716 ▼	-100.0%	0	0.0%	Computer and Technology
ARISTA NETWORKS INC	$0	$4,456,066 ▼	-100.0%	0	0.0%	COM SHS
FIX Comfort Systems USA	$0	$4,285,842 ▼	-100.0%	0	0.0%	Construction
CRWD CrowdStrike	$0	$3,474,635 ▼	-100.0%	0	0.0%	Computer and Technology
CDNS Cadence Design Systems	$0	$3,336,007 ▼	-100.0%	0	0.0%	Computer and Technology
ARM HOLDINGS PLC	$0	$3,262,255 ▼	-100.0%	0	0.0%	SPONSORED ADS
ASTERA LABS INC	$0	$499,337 ▼	-100.0%	0	0.0%	COM
DOORDASH INC	$0	$477,249 ▼	-100.0%	0	0.0%	CL A
AMD Advanced Micro Devices	$0	$433,274 ▼	-100.0%	0	0.0%	Computer and Technology
AEIS Advanced Energy Industries	$0	$231,838 ▼	-100.0%	0	0.0%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$0	$215,857 ▼	-100.0%	0	0.0%	Computer and Technology
HYB The New America High Income Fund	$0	$204,950 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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David J Yvars Group Top Holdings and 13F Report (2025)

About David J Yvars Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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David J Yvars Group Top Holdings and 13F Report (2025)

About David J Yvars Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDavid J Yvars Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools