David J Yvars Group 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DJ David J Yvars Group | Institutional Filer | ▼ 4.75% | $178.9M | 92 |
Current Portfolio Holdings
Showing all 92 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 60K | $38.9M | 21.75% |
| 2 | QQQ | Invesco QQQ Trust | — | 31K | $18.1M | 10.10% |
| 3 | NVDA | NVIDIA Corporation | Technology | 90K | $15.6M | 8.73% |
| 4 | MSFT | Microsoft Corporation | Technology | 26K | $9.5M | 5.31% |
| 5 | IJH | ISHARES TR | — | 137K | $9.2M | 5.15% |
| 6 | IDEV | ISHARES TR | — | 85K | $7.1M | 3.99% |
| 7 | LQD | ISHARES TR | — | 62K | $6.7M | 3.76% |
| 8 | CWB | SPDR SERIES TRUST | — | 63K | $5.7M | 3.20% |
| 9 | AAPL | Apple Inc. | Technology | 22K | $5.5M | 3.08% |
| 10 | BAC | Bank of America Corporation | Financial Services | 84K | $4.1M | 2.28% |
| 11 | XLK | Technology Select Sector SPDR Fund | — | 28K | $3.8M | 2.12% |
| 12 | SPOT | Spotify Technology S.A. | Communication Services | 7K | $3.4M | 1.92% |
| 13 | HYG | ISHARES TR | — | 38K | $3.0M | 1.69% |
| 14 | IJR | ISHARES TR | — | 20K | $2.5M | 1.41% |
| 15 | DVY | ISHARES TR | — | 14K | $2.1M | 1.16% |
Showing 1 to 15 of 92 holdings