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David J. Yvars

@David J Yvars Group

Latest period2024 - Q4ReportedManaged Assets$163.924MTotal holdings78
Assets growth rate1.51%Assets growth rate (2-Q avg)1.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in David J Yvars Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of David J Yvars Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 163.924M in assets, with a quarterly growth rate of 1.51% and a 2-quarter average growth rate of 1.28%. The portfolio is managed by David J. Yvars, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc
Recent Activity
New Position
2.72%
$4.456M
40,304 shares@ $110.57 avg price
DOCSDoximity Inc
Recent Activity
New Position
0.69%
$1.119M
20,966 shares@ $53.4 avg price
ALABAstera Labs Inc
Recent Activity
New Position
0.31%
$499,337
3,770 shares@ $132.46 avg price
DASHDoordash Inc
Recent Activity
New Position
0.3%
$477,249
2,845 shares@ $167.76 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.15%
$230,024
950 shares@ $242.14 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.15%
$230,012
775 shares@ $296.79 avg price
FTNTFortinet Inc
Recent Activity
New Position
0.14%
$222,028
2,350 shares@ $94.48 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.14%
$215,857
1,093 shares@ $197.5 avg price