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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
IVVIshares Tr
Recent Activity
Increased 0.62%
19.37%
$31.741M
53,918 shares@ $588.69 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.35%
8.35%
$13.687M
26,773 shares@ $511.24 avg price
NVDANvidia Corporation
Recent Activity
Decreased -9.77%
8.2%
$13.438M
100,062 shares@ $134.31 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.28%
6.26%
$10.258M
24,336 shares@ $421.52 avg price
SOXXIshares Tr
Recent Activity
Decreased -0.14%
3.91%
$6.394M
29,672 shares@ $215.49 avg price
AVGOBroadcom Inc
Recent Activity
Increased 249.87%
3.77%
$6.18M
26,642 shares@ $231.96 avg price
AAPLApple Inc
Recent Activity
Decreased -9.87%
3.3%
$5.396M
21,548 shares@ $250.43 avg price
IJHIshares Tr
Recent Activity
Increased 1.48%
3.28%
$5.375M
86,262 shares@ $62.32 avg price
SPOTSpotify Technology S A
Recent Activity
Decreased -0.28%
3.11%
$5.091M
11,379 shares@ $447.38 avg price
ANETArista Networks Inc
Recent Activity
New Position
2.72%
$4.456M
40,304 shares@ $110.57 avg price