David J Yvars Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, David J Yvars Group held in its portfolio 90 assets valued at $187,885,235 (i.e. $187.89M).
The most valuable assets in the portfolio included: ISHARES TR ($40.89M), INVESCO QQQ TR ($19.32M), and NVIDIA CORPORATION ($17.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
David J Yvars Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 59692 | 40887132 | CORE S&P500 ETF |
| INVESCO QQQ TR | 32231 | 19319433 | UNIT SER 1 |
| NVIDIA CORPORATION | 123733 | 17121935 | COM |
| MICROSOFT CORP | 26704 | 12308347 | COM |
| ISHARES TR | 136168 | 8987065 | CORE S&P MCP ETF |
| ISHARES TR | 86596 | 7142468 | CORE MSCI INTL |
| ISHARES TR | 59642 | 6572002 | IBOXX INV CP ETF |
| APPLE INC | 21644 | 5884323 | COM |
| SPDR SERIES TRUST | 61257 | 5464092 | STATE STREET SPD |
| BANK AMERICA CORP | 83811 | 4609605 | COM |
| SPOTIFY TECHNOLOGY S A | 7711 | 4477855 | SHS |
| SELECT SECTOR SPDR TR | 28420 | 4091646 | STATE STREET TEC |
| ISHARES TR | 37052 | 2987526 | IBOXX HI YD ETF |
| ISHARES TR | 20371 | 2448174 | CORE S&P SCP ETF |
| PALO ALTO NETWORKS INC | 13043 | 2402521 | COM |
| META PLATFORMS INC | 3116 | 2056586 | CL A |
| AMAZON COM INC | 8310 | 1918285 | COM |
| ISHARES TR | 13318 | 1881954 | SELECT DIVID ETF |
| ALPHABET INC | 5370 | 1680902 | CAP STK CL A |
| NETFLIX INC | 14880 | 1395149 | COM |
| ALPHABET INC | 4425 | 1388720 | CAP STK CL C |
| BLACKROCK SCIENCE & TECHNOLO | 31640 | 1280263 | SHS |
| INVESCO EXCHANGE TRADED FD T | 22310 | 1203710 | NASDAQ INTERNT |
| VANGUARD INDEX FDS | 3801 | 1196621 | LARGE CAP ETF |
| ISHARES TR | 11615 | 1115429 | MSCI EAFE ETF |
| BLOOM ENERGY CORP | 12325 | 1070919 | COM CL A |
| ELI LILLY & CO | 892 | 959051 | COM |
| GLOBAL X FDS | 18787 | 955501 | ARTIFICIAL ETF |
| BLACKROCK ENHANCED EQUITY DI | 95721 | 904466 | COM |
| EXXON MOBIL CORP | 7290 | 877277 | COM |
| EATON VANCE TAX-MANAGED GLOB | 92974 | 874346 | COM |
| SELECT SECTOR SPDR TR | 19440 | 833451 | STATE STREET UTI |
| CONSOLIDATED EDISON INC | 8015 | 796013 | COM |
| CATERPILLAR INC | 1327 | 759992 | COM |
| WALMART INC | 6647 | 740515 | COM |
| GE AEROSPACE | 2343 | 721829 | COM NEW |
| EATON VANCE TAX-MANAGED DIVE | 43465 | 669294 | COM |
| COLUMBIA SELIGM PREM TECH GR | 17800 | 654860 | COM |
| CALAMOS STRATEGIC TOTAL RETU | 31874 | 616148 | COM SH BEN INT |
| SOUTHERN CO | 7033 | 613256 | COM |
| ISHARES TR | 4992 | 607125 | CORE HIGH DV ETF |
| VANECK ETF TRUST | 18389 | 540006 | FALLEN ANGEL HG |
| VIRTUS EQUITY & CONV INCM FD | 21136 | 526700 | COM |
| GUGGENHEIM TAXABLE MUNICP BO | 33188 | 497044 | COM |
| TESLA INC | 1038 | 466809 | COM |
| NORFOLK SOUTHN CORP | 1590 | 459065 | COM |
| ROYCE SMALL CAP TRUST INC | 28164 | 454192 | COM |
| GLOBAL X FDS | 6905 | 447376 | DEFENSE TECH ETF |
| SALESFORCE INC | 1685 | 446396 | COM |
| ISHARES TR | 8065 | 441250 | MSCI EMG MKT ETF |
| EATON VANCE ENHANCED EQUITY | 21128 | 434385 | COM |
| HOWMET AEROSPACE INC | 2100 | 430576 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1383 | 420280 | SPONSORED ADS |
| ADVANCED ENERGY INDS | 2005 | 419787 | COM |
| DOORDASH INC | 1840 | 416723 | CL A |
| ETF SER SOLUTIONS | 3739 | 410019 | DEFIANCE QUANTUM |
| BLACKROCK ENHANCED LARGE CAP | 17353 | 405536 | COM |
| AMERICAN ELEC PWR CO INC | 3336 | 384674 | COM |
| ISHARES SILVER TR | 5874 | 378403 | ISHARES |
| EATON VANCE RISK-MANAGED DIV | 41930 | 369822 | COM |
| SPDR GOLD TR | 925 | 366587 | GOLD SHS |
| VANGUARD INDEX FDS | 1228 | 356390 | MID CAP ETF |
| HOME DEPOT INC | 1035 | 356255 | COM |
| SOFI TECHNOLOGIES INC | 13300 | 348194 | COM |
| AT&T INC | 13616 | 338213 | COM |
| ISHARES TR | 2412 | 297310 | S&P 500 GRWT ETF |
| SERVICENOW INC | 1920 | 294125 | COM |
| GUGGENHEIM STRATEGIC OPPORTU | 21693 | 278883 | COM SBI |
| ISHARES TR | 1308 | 277308 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 547 | 266859 | GROWTH ETF |
| VIRTUS ARTIFICIAL INTELLIGEN | 12146 | 264183 | COM |
| VANGUARD INDEX FDS | 399 | 249993 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 768 | 247465 | COM |
| BLACKROCK MUNIVEST FD INC | 35300 | 244629 | COM |
| AMERICAN EXPRESS CO | 655 | 242317 | COM |
| INVESCO EXCHANGE TRADED FD T | 11800 | 242136 | HIG YLD EQ DIV |
| PALANTIR TECHNOLOGIES INC | 1327 | 235874 | CL A |
| RTX CORPORATION | 1269 | 232652 | COM |
| VISA INC | 653 | 229034 | COM CL A |
| JOHNSON & JOHNSON | 1097 | 227121 | COM |
| DOMINION ENERGY INC | 3543 | 207556 | COM |
| MICRON TECHNOLOGY INC | 720 | 205495 | COM |
| MONGODB INC | 478 | 200612 | CL A |
| NUVEEN CORE EQUITY ALPHA FD | 11000 | 176990 | COM |
| BLACKROCK MUNIHLDGS NJ QLTY | 13950 | 166005 | COM |
| NUVEEN NEW JERSEY QULT MUN F | 12808 | 161893 | COM |
| PGIM HIGH YIELD BOND FUND IN | 11078 | 160292 | COM |
| BLACKROCK TECH AND PRIVATE E | 13762 | 90690 | SHS BEN INT |
| GLOBAL X FDS | 295700 | 52248 | NASDAQ 100 COVER |
| NEURONETICS INC | 31230 | 43097 | COM |
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