DJ
| |
David J Yvars Group13F | |
| David J Yvars Group | |
| Last update 2025-07-09 | 83 Stocks (18 new) |
| Value $171.00 Mil | Turnover 16 % |
David J Yvars Group Top Holdings of 2025-06-30
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| 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 | 56,065 | 34,809.5 | +0.97% | 20.390 | +0.20% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
QQQ | INVESCO QQQ Trust | 28,479 | 15,708.9 | +0.30% | 9.200 | +0.03% | 0.000 | +22.10% | +8.69% | 355,935.0 | ||
NVDA | NVIDIA Corp | 93,249 | 14,731.7 | -0.26% | 8.630 | -0.02% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
MSFT | Microsoft Corp | 25,446 | 12,656.8 | +4.41% | 7.410 | +0.31% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
IJH | iShares Core S&P Mid-Cap ETF | 144,933 | 8,988.7 | +67.00% | 5.270 | +2.11% | 0.010 | +17.05% | +2.42% | 96,994.3 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 83,460 | 6,346.3 | New Holding | 3.720 | +3.72% | 0.030 | +15.39% | +19.54% | 20,401.1 | ||
SPOT | Spotify Technology SA | 8,162 | 6,263.0 | -3.02% | 3.670 | -0.11% | 0.000 | +30.44% | +58.51% | 145,415.7 | Interactive Media | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 49,727 | 5,450.4 | +453.38% | 3.190 | +2.61% | 0.020 | +3.88% | +3.48% | 29,732.3 | ||
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 54,322 | 4,490.3 | -3.62% | 2.630 | -0.12% | 0.120 | +14.15% | +8.35% | 3,938.3 | ||
AAPL | Apple Inc | 21,626 | 4,436.6 | +1.17% | 2.600 | +0.03% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware |
David J Yvars Group's Historical Top Holdings Breakdowns
David J Yvars Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-06-30 | New Buy New Buy | +3.72% | 61.79 ($72.24) 76.67 | $75.77 | 4.89% | New holding | 83,460 | 83,460 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-06-30 | Add Add | +2.61% | 105.23 ($107.33) 109.61 | $108.08 | 0.70% | Add 453.38% | 49,727 | 40,741 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +2.11% | 51.16 ($58.7) 62.02 | $63.44 | 8.07% | Add 67% | 144,933 | 58,146 | |
AIQ | GLOBAL X FDS | 2025-06-30 | Reduce Reduce | -1.34% | 31.5 ($38.78) 43.69 | $43.28 | 11.60% | Reduce -69.16% | 20,875 | -46,820 | |
PLTR | Palantir Technologies Inc | 2025-06-30 | New Buy New Buy | +0.99% | 74.01 ($116.76) 144.25 | $142.10 | 21.70% | New holding | 12,349 | 12,349 | |
DOCS | Doximity Inc | 2025-06-30 | Sold Out Sold Out | -0.82% | 50.71 ($55.83) 61.34 | $60.20 | 7.83% | Sold Out | 0 | -17,986 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.72% | 90.56 ($103.39) 109.49 | $112.82 | 9.12% | Add 144.35% | 19,067 | 11,264 | |
DASH | DoorDash Inc | 2025-06-30 | New Buy New Buy | +0.71% | 163.16 ($200.29) 246.51 | $240.44 | 20.05% | New holding | 4,900 | 4,900 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | New Buy New Buy | +0.61% | 72.96 ($85.32) 90.39 | $88.95 | 4.25% | New holding | 11,729 | 11,729 | |
HWM | Howmet Aerospace Inc | 2025-06-30 | New Buy New Buy | +0.34% | 112.33 ($153.47) 186.13 | $179.68 | 17.08% | New holding | 3,155 | 3,155 |
David J Yvars Group Total Holding History ($B)
David J Yvars Group's Asset Allocation
David J Yvars Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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David J Yvars Group's Hypothetical Growth since 2025-06-30
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
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