David J Yvars Group
93 holdingsFiling period: 2026-03-31Current AUM: $208.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 59.6K | $38.9M | $44.7M | 21.49% | -109 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 31.3K | $18.1M | $21.5M | 10.35% | -918 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 89.7K | $15.6M | $18.0M | 8.64% | -34,025 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 25.7K | $9.5M | $11.9M | 5.73% | -1,045 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 136.5K | $9.2M | $10.3M | 4.94% | +350 | 2026-03-31 |
| 6 | IDEV | ISHARES TR | 85.5K | $7.1M | $7.7M | 3.72% | -1,131 | 2026-03-31 |
| 7 | LQD | ISHARES TR | 61.8K | $6.7M | $6.6M | 3.16% | +2.1K | 2026-03-31 |
| 8 | CWB | SPDR SERIES TRUST | 62.6K | $5.7M | $6.4M | 3.06% | +1.3K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 21.7K | $5.5M | $6.7M | 3.22% | +69 | 2026-03-31 |
| 10 | BAC | BANK AMERICA CORP | 83.8K | $4.1M | $5.2M | 2.50% | +2 | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 28.5K | $3.8M | $5.0M | 2.40% | +75 | 2026-03-31 |
| 12 | — | SPOTIFY TECHNOLOGY S A | 7.1K | $3.4M | $3.4M | 1.65% | -634 | 2026-03-31 |
| 13 | HYG | ISHARES TR | 37.9K | $3.0M | $3.0M | 1.45% | +871 | 2026-03-31 |
| 14 | IJR | ISHARES TR | 20.3K | $2.5M | $3.0M | 1.42% | -43 | 2026-03-31 |
| 15 | DVY | ISHARES TR | 13.7K | $2.1M | $2.2M | 1.06% | +374 | 2026-03-31 |
| 16 | PANW | PALO ALTO NETWORKS INC | 12.6K | $2.0M | $4.2M | 2.01% | -471 | 2026-03-31 |
| 17 | BE | BLOOM ENERGY CORP | 13.7K | $1.9M | $2.8M | 1.35% | +1.4K | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 7.7K | $1.6M | $2.1M | 1.01% | -584 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 4.9K | $1.4M | $1.7M | 0.84% | -486 | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 4.6K | $1.3M | $1.6M | 0.79% | +171 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 4.0K | $1.2M | $1.6M | 0.75% | -- | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 7.2K | $1.2M | $1.1M | 0.54% | -88 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 7.2K | $1.2M | $1.1M | 0.54% | -88 | 2026-03-31 |
| 24 | SHLD | GLOBAL X FDS | 16.2K | $1.1M | $1.0M | 0.49% | +9.3K | 2026-03-31 |
| 25 | VV | VANGUARD INDEX FDS | 3.8K | $1.1M | $1.3M | 0.63% | +1 | 2026-03-31 |
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