DJ

David J Yvars Group

13F
David J Yvars Group
Last update 2025-07-09 83 Stocks (18 new)
Value $171.00 Mil Turnover 16 %
Countries:
David J Yvars Group Top Holdings of 2025-06-30 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
56,065
34,809.5
+0.97%
20.390
+0.20%
0.010
+16.06%
+6.83%
628,804.2
 
QQQ
INVESCO QQQ Trust
28,479
15,708.9
+0.30%
9.200
+0.03%
0.000
+21.69%
+9.18%
354,881.2
 
NVDA
NVIDIA Corp
93,249
14,731.7
-0.26%
8.630
-0.02%
0.000
+52.15%
+27.13%
4,162,956.0
Semiconductors
MSFT
Microsoft Corp
25,446
12,656.8
+4.41%
7.410
+0.31%
0.000
+31.37%
+20.47%
3,759,529.3
Software
IJH
iShares Core S&P Mid-Cap ETF
144,933
8,988.7
+67.00%
5.270
+2.11%
0.010
+14.07%
+0.93%
95,790.7
 
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
+12.06%
+18.44%
20,101.0
 
SPOT
Spotify Technology SA
8,162
6,263.0
-3.02%
3.670
-0.11%
0.000
+24.12%
+58.80%
145,684.3
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
+2.29%
+3.07%
29,057.8
 
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
54,322
4,490.3
-3.62%
2.630
-0.12%
0.120
+13.41%
+9.16%
3,967.7
 
AAPL
Apple Inc
21,626
4,436.6
+1.17%
2.600
+0.03%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware

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
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
$75.07
3.92%
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
$107.66
0.31%
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
$62.52
6.51%
Add 67%
144,933
58,146
AIQ
GLOBAL X FDS
2025-06-30
Reduce
Reduce
-1.34%
31.5 ($38.78) 43.69
$43.79
12.92%
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
$148.58
27.25%
New holding
12,349
12,349
DOCS
Doximity Inc
2025-06-30
Sold Out
Sold Out
-0.82%
50.71 ($55.83) 61.34
$62.05
11.14%
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
$110.82
7.19%
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
$236.77
18.21%
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
$88.02
3.16%
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
$184.68
20.34%
New holding
3,155
3,155

David J Yvars Group Total Holding History ($B)

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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

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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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