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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
CWBSpdr Ser Tr
Recent Activity
Decreased -8.82%
2.7%
$4.419M
56,732 shares@ $77.89 avg price
FIXComfort Sys Usa Inc
Recent Activity
Decreased -0.53%
2.62%
$4.286M
10,107 shares@ $424.05 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
CDNSCadence Design System Inc
Recent Activity
Decreased -5.02%
2.04%
$3.336M
11,103 shares@ $300.46 avg price
ARMArm Holdings Plc
Recent Activity
Decreased -9.59%
2%
$3.262M
26,445 shares@ $123.36 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.12%
1.89%
$3.082M
13,254 shares@ $232.53 avg price
HYGIshares Tr
Recent Activity
Decreased -6.21%
1.14%
$1.867M
23,739 shares@ $78.65 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.37%
0.87%
$1.419M
6,468 shares@ $219.42 avg price