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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
DVYIshares Tr
Recent Activity
Increased 0.79%
0.77%
$1.248M
9,515 shares@ $131.22 avg price
PNQIInvesco Exchange Traded Fd T
Recent Activity
Decreased -8.24%
0.72%
$1.171M
25,079 shares@ $46.7 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.95%
0.7%
$1.135M
1,470 shares@ $772.0 avg price
CRMSalesforce Inc
Recent Activity
Decreased -0.29%
0.69%
$1.127M
3,370 shares@ $334.33 avg price
DOCSDoximity Inc
Recent Activity
New Position
0.69%
$1.119M
20,966 shares@ $53.4 avg price
VVVanguard Index Fds
Recent Activity
Decreased -0.02%
0.66%
$1.081M
4,010 shares@ $269.69 avg price
BSTBlackrock Science & Technolo
Recent Activity
Increased 18.23%
0.62%
$1.005M
27,465 shares@ $36.59 avg price
IJRIshares Tr
Recent Activity
Decreased -2.7%
0.62%
$1.004M
8,716 shares@ $115.23 avg price
METAMeta Platforms Inc
Recent Activity
Increased 14.08%
0.6%
$972,621
1,661 shares@ $585.57 avg price
LQDIshares Tr
Recent Activity
Increased 1.8%
0.54%
$876,556
8,204 shares@ $106.85 avg price