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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
HDVIshares Tr
Recent Activity
Increased 62.35%
0.33%
$533,742
4,755 shares@ $112.25 avg price
ALABAstera Labs Inc
Recent Activity
New Position
0.31%
$499,337
3,770 shares@ $132.46 avg price
DASHDoordash Inc
Recent Activity
New Position
0.3%
$477,249
2,845 shares@ $167.76 avg price
TSLATesla Inc
Recent Activity
Decreased -0.51%
0.29%
$472,089
1,169 shares@ $403.85 avg price
NOWServicenow Inc
Recent Activity
0.29%
$461,152
435 shares@ $1060.12 avg price
NFLXNetflix Inc
Recent Activity
Increased 0.4%
0.28%
$456,356
512 shares@ $891.33 avg price
RVTRoyce Small Cap Trust Inc
Recent Activity
Decreased -5.75%
0.27%
$438,036
27,819 shares@ $15.75 avg price
CSQCalamos Strategic Total Retu
Recent Activity
Increased 0.3%
0.27%
$435,135
24,525 shares@ $17.75 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -2.44%
0.27%
$433,274
3,587 shares@ $120.8 avg price
QTUMEtf Ser Solutions
Recent Activity
Increased 12.02%
0.27%
$429,689
5,295 shares@ $81.15 avg price