David J. Yvars

@David J Yvars Group

Latest period2024 - Q4

Reported4d ago

Managed Assets$163.924M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVONovo-nordisk A S Recent Activity Exited	0%	$3.791M 31,838 shares@ $119.07 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$3.425M 8,923 shares@ $383.83 avg price	Exited
SNPSSynopsys Inc Recent Activity Exited	0%	$2.909M 5,744 shares@ $506.39 avg price	Exited
JPMJpmorgan Chase & Co. Recent Activity Exited	0%	$396,417 1,880 shares@ $210.87 avg price	Exited
FDVVFidelity Covington Trust Recent Activity Exited	0%	$297,879 5,915 shares@ $50.36 avg price	Exited
QDFFlexshares Tr Recent Activity Exited	0%	$289,722 4,060 shares@ $71.37 avg price	Exited
MCDMcdonalds Corp Recent Activity Exited	0%	$265,626 872 shares@ $304.62 avg price	Exited
NEENextera Energy Inc Recent Activity Exited	0%	$219,778 2,600 shares@ $84.53 avg price	Exited
JNJJohnson & Johnson Recent Activity Exited	0%	$205,168 1,266 shares@ $162.07 avg price	Exited
GABGabelli Equity Tr Inc Recent Activity Exited	0%	$80,789 14,716 shares@ $5.49 avg price	Exited