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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
QTUMEtf Ser Solutions
Recent Activity
Increased 12.02%
0.27%
$429,689
5,295 shares@ $81.15 avg price
XEXGXEaton Vance Tax-managed Glob
Recent Activity
Increased 0.4%
0.26%
$410,266
50,177 shares@ $8.18 avg price
HDHome Depot Inc
Recent Activity
Increased 0.91%
0.24%
$392,102
1,008 shares@ $389.0 avg price
STKColumbia Seligm Prem Tech Gr
Recent Activity
Increased 1.83%
0.24%
$382,332
11,967 shares@ $31.95 avg price
CIIBlackrock Enhancd Cap & Inm
Recent Activity
Increased 0.13%
0.23%
$375,350
18,674 shares@ $20.11 avg price
AIOVirtus Artificial Intelligen
Recent Activity
Increased 4.13%
0.19%
$299,729
12,154 shares@ $24.67 avg price
DDominion Energy Inc
Recent Activity
Increased 11.77%
0.15%
$231,355
4,295 shares@ $53.87 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 1.67%
0.14%
$227,341
7,930 shares@ $28.67 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.26%
0.13%
$212,914
395 shares@ $539.03 avg price
HYBNew Amer High Income Fd Inc
Recent Activity
Increased 1.47%
0.13%
$204,950
25,086 shares@ $8.17 avg price