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
+8.74%
+5.54%
593,136.4
 
QQQ
INVESCO QQQ Trust
28,395
13,315.2
+6.06%
10.480
+0.60%
0.000
+13.93%
+7.49%
350,448.7
 
NVDA
NVIDIA Corp
93,493
10,136.4
-6.56%
7.970
-0.54%
0.000
+41.58%
+17.49%
3,847,137.1
Semiconductors
MSFT
Microsoft Corp
24,372
9,149.3
+0.15%
7.200
+0.01%
0.000
+27.21%
+18.11%
3,686,095.8
Software
IJH
iShares Core S&P Mid-Cap ETF
86,787
5,064.0
+0.61%
3.980
+0.02%
0.010
+4.95%
+0.12%
95,088.2
 
AAPL
Apple Inc
21,375
4,747.6
-0.80%
3.740
-0.03%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
SPOT
Spotify Technology SA
8,416
4,629.1
-26.04%
3.640
-0.81%
0.000
+33.16%
+72.69%
158,426.5
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
+6.26%
+6.47%
3,874.0
 
BAC
Bank of America Corp
84,981
3,546.3
0%
2.790
0%
0.000
+11.37%
+8.53%
354,902.0
Banks
PANW
Palo Alto Networks Inc
16,779
2,863.2
-10.93%
2.250
-0.23%
0.000
+14.98%
+10.23%
133,740.1
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
$238.86
11.87%
Sold Out
0
-29,672
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-3.77%
●
167.43 ($211.65) 244.7
$269.35
27.26%
Sold Out
0
-26,642
ANET
Arista Networks Inc
2025-03-31
Sold Out
Sold Out
-2.72%
●
77.48 ($101.39) 129.82
$99.39
-1.97%
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
$535.00
32.65%
Sold Out
0
-10,107
CRWD
CrowdStrike Holdings Inc
2025-03-31
Sold Out
Sold Out
-2.12%
●
308.86 ($381.06) 455.36
$499.33
31.04%
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
$305.20
9.75%
Sold Out
0
-11,103
ARM
ARM Holdings PLC
2025-03-31
Sold Out
Sold Out
-1.99%
●
106.79 ($139.45) 179.93
$165.46
18.65%
Sold Out
0
-26,445
AIQ
GLOBAL X FDS
2025-03-31
New Buy
New Buy
+1.94%
●
36.38 ($39.39) 42.77
$43.37
10.10%
New holding
67,695
67,695
NFLX
Netflix Inc
2025-03-31
Add
Add
+1.52%
●
828.4 ($951.01) 1058.6
$1,323.12
39.13%
Add 404.69%
2,584
2,072
META
Meta Platforms Inc
2025-03-31
Add
Add
+1.23%
●
576.36 ($645.17) 736.67
$733.63
13.71%
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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