DJ

David J Yvars Group

13F
David J Yvars Group
Last update 2025-04-17 67 Stocks (2 new)
Value $127.00 Mil Turnover 7 %
Countries:
Top Holdings: IVV(24.55%)QQQ(10.48%)NVDA(7.97%)MSFT(7.20%)IJH(3.98%)
Summary Stock Picks Current Portfolio
David J Yvars Group Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
55,528
31,199.8
+2.99%
24.550
+0.71%
0.010
+23.76%
+6.78%
620,346.4
 
QQQ
INVESCO QQQ Trust
28,395
13,315.2
+6.06%
10.480
+0.60%
0.000
+30.71%
+8.49%
355,270.2
 
NVDA
NVIDIA Corp
93,493
10,136.4
-6.56%
7.970
-0.54%
0.000
+61.94%
+17.76%
3,855,953.2
Semiconductors
MSFT
Microsoft Corp
24,372
9,149.3
+0.15%
7.200
+0.01%
0.000
+39.36%
+18.55%
3,699,883.2
Software
IJH
iShares Core S&P Mid-Cap ETF
86,787
5,064.0
+0.61%
3.980
+0.02%
0.010
+21.57%
+2.32%
96,903.1
 
AAPL
Apple Inc
21,375
4,747.6
-0.80%
3.740
-0.03%
0.000
+16.83%
-15.25%
3,162,366.9
Hardware
SPOT
Spotify Technology SA
8,416
4,629.1
-26.04%
3.640
-0.81%
0.000
+38.72%
+60.91%
147,618.0
Interactive Media
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
56,360
4,318.3
-0.66%
3.400
-0.02%
0.120
+15.13%
+7.50%
3,907.6
 
BAC
Bank of America Corp
84,981
3,546.3
0%
2.790
0%
0.000
+37.89%
+12.34%
367,367.3
Banks
PANW
Palo Alto Networks Inc
16,779
2,863.2
-10.93%
2.250
-0.23%
0.000
+32.33%
+10.87%
134,513.6
Software

David J Yvars Group's Historical Top Holdings Breakdowns

David J Yvars Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
2025-03-31
Sold Out
Sold Out
-3.90%
●
188.17 ($213.52) 235.81
$239.76
12.29%
Sold Out
0
-29,672
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-3.77%
●
167.43 ($211.65) 244.7
$276.82
30.79%
Sold Out
0
-26,642
ANET
Arista Networks Inc
2025-03-31
Sold Out
Sold Out
-2.72%
●
77.48 ($101.39) 129.82
$101.91
0.51%
Sold Out
0
-40,304
FIX
Comfort Systems USA Inc
2025-03-31
Sold Out
Sold Out
-2.61%
●
313.26 ($403.31) 550.27
$542.41
34.49%
Sold Out
0
-10,107
CRWD
CrowdStrike Holdings Inc
2025-03-31
Sold Out
Sold Out
-2.12%
●
308.86 ($381.06) 455.36
$504.47
32.39%
Sold Out
0
-10,155
CDNS
Cadence Design Systems Inc
2025-03-31
Sold Out
Sold Out
-2.04%
●
233.96 ($278.09) 324.52
$320.63
15.30%
Sold Out
0
-11,103
ARM
ARM Holdings PLC
2025-03-31
Sold Out
Sold Out
-1.99%
●
106.79 ($139.45) 179.93
$146.95
5.38%
Sold Out
0
-26,445
AIQ
GLOBAL X FDS
2025-03-31
New Buy
New Buy
+1.94%
●
36.38 ($39.39) 42.77
$43.69
10.91%
New holding
67,695
67,695
NFLX
Netflix Inc
2025-03-31
Add
Add
+1.52%
●
828.4 ($951.01) 1058.6
$1,286.50
35.28%
Add 404.69%
2,584
2,072
META
Meta Platforms Inc
2025-03-31
Add
Add
+1.23%
●
576.36 ($645.17) 736.67
$722.71
12.02%
Add 163.21%
4,372
2,711

David J Yvars Group Total Holding History ($B)

To

David J Yvars Group's Asset Allocation

To

David J Yvars Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

David J Yvars Group's Hypothetical Growth since 2025-03-31

David J Yvars Group's Yearly Returns

Year Portfolio % % Excess Gain %

David J Yvars Group's Holdings Heat Map

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David J Yvars Group's Holdings Bubble Chart

David J Yvars Group News

  • 1

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