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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
ETJEaton Vance Risk-managed Div
Recent Activity
Increased 1.91%
0.1%
$147,706
15,865 shares@ $9.32 avg price
BIGZBlackrock Innovation And Grw
Recent Activity
Increased 3.75%
0.05%
$79,617
10,701 shares@ $7.45 avg price
STIMNeuronetics Inc
Recent Activity
Increased 47.07%
0.05%
$74,583
46,325 shares@ $1.61 avg price