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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
IVVIshares Tr
Recent Activity
Increased 0.62%
19.37%
$31.741M
53,918 shares@ $588.69 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.35%
8.35%
$13.687M
26,773 shares@ $511.24 avg price
AVGOBroadcom Inc
Recent Activity
Increased 249.87%
3.77%
$6.18M
26,642 shares@ $231.96 avg price
IJHIshares Tr
Recent Activity
Increased 1.48%
3.28%
$5.375M
86,262 shares@ $62.32 avg price
BACBank America Corp
Recent Activity
Increased 0.19%
2.28%
$3.735M
84,981 shares@ $43.96 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 0.55%
2.12%
$3.475M
10,155 shares@ $342.17 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 106.87%
2.1%
$3.43M
18,839 shares@ $182.05 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.12%
1.89%
$3.082M
13,254 shares@ $232.53 avg price
DVYIshares Tr
Recent Activity
Increased 0.79%
0.77%
$1.248M
9,515 shares@ $131.22 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.95%
0.7%
$1.135M
1,470 shares@ $772.0 avg price