David J Yvars Group Portfolio Holdings

David J Yvars Group

  • $185 Million
  • Q3 2025

David J Yvars Group has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37.8M, Invesco Qqq Trust, Series 1 with a value of $17.1M, Nvidia Corp with a value of $16.6M, Microsoft Corp with a value of $13.1M, and Ishares Core S&P Mid Cap ETF with a value of $8.61M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $172M to 185M.

Below you can find more details about David J Yvars Group portfolio as well as his latest detailed transactions.

Portfolio value $185 Million
ETFs: $101 Million
Technology: $39.8 Million
Communication Services: $16.9 Million
Financial Services: $13.6 Million
Industrials: $6.85 Million
Consumer Cyclical: $2.8 Million
Utilities: $2.05 Million
Healthcare: $943,000
Other: $1.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.8 Million 20.4% of portfolio
56,446
Q3 2025 Added 0.68%
$0
$17.1 Million 9.21% of portfolio
28,413
Q3 2025 Reduced 0.23%
$465B
$16.6 Million 8.98% of portfolio
89,077
Q3 2025 Reduced 4.47%
$3.78T
$13.1 Million 7.1% of portfolio
25,387
Q3 2025 Reduced 0.23%
$0
$8.61 Million 4.65% of portfolio
131,942
Q3 2025 Reduced 8.96%
$0
$6.53 Million 3.53% of portfolio
81,438
Q3 2025 Reduced 2.42%
$0
$5.97 Million 3.22% of portfolio
53,522
Q3 2025 Added 7.63%
$123B
$5.56 Million 3.0% of portfolio
7,969
Q3 2025 Reduced 2.36%
$4.3T
$5.5 Million 2.97% of portfolio
21,604
Q3 2025 Reduced 0.1%
$0
$4.95 Million 2.67% of portfolio
54,685
Q3 2025 Added 0.67%
$413B
$4.38 Million 2.37% of portfolio
84,981
Q4 2024 Added 0.19%
$0
$3.91 Million 2.11% of portfolio
13,889
Q3 2025 Added 15.7%
$1.37T
$3.71 Million 2.0% of portfolio
5,053
Q3 2025 Added 15.52%
$49.1B
$3.58 Million 1.93% of portfolio
2,984
Q3 2025 Added 4.48%
$0
$2.73 Million 1.48% of portfolio
33,652
Q3 2025 Added 9.47%
$61.4B
$2.75 Million 1.48% of portfolio
13,503
Q3 2025 Reduced 13.54%
$2.39T
$1.94 Million 1.05% of portfolio
8,851
Q3 2025 Added 8.43%
$0
$1.86 Million 1.01% of portfolio
13,121
Q3 2025 Added 0.24%
$20B
$1.87 Million 1.01% of portfolio
22,132
Q3 2025 New
$74.1B
$1.41 Million 0.76% of portfolio
5,180
Q3 2025 Added 5.71%
$0
$1.27 Million 0.69% of portfolio
30,743
Q3 2025 Added 9.62%
$0
$1.25 Million 0.68% of portfolio
22,402
Q3 2025 Reduced 3.02%
$1.65T
$1.23 Million 0.66% of portfolio
5,051
Q3 2025 Added 5.19%
$0
$1.19 Million 0.64% of portfolio
3,868
Q3 2025 Reduced 4.14%
$0
$1.09 Million 0.59% of portfolio
11,634
Q3 2025 Reduced 0.81%
$0
$1.09 Million 0.59% of portfolio
22,018
Q3 2025 Added 5.48%
$1.74T
$1.06 Million 0.57% of portfolio
4,351
Q3 2025 Added 3.32%
$0
$873,000 0.47% of portfolio
10,019
Q3 2025 Reduced 0.11%
$1.22B
$861,000 0.46% of portfolio
8,915
Q3 2025 New
$0
$860,000 0.46% of portfolio
94,417
Q3 2025 Added 0.87%
$36B
$794,000 0.43% of portfolio
7,902
Q3 2025 Added 0.15%
$328B
$774,000 0.42% of portfolio
2,573
Q3 2025 Added 80.82%
$279B
$685,000 0.37% of portfolio
6,647
Q3 2025 Added 0.08%
$971B
$671,000 0.36% of portfolio
880
Q2 2025 Reduced 10.66%
$98.6B
$664,000 0.36% of portfolio
7,015
Q3 2025 Reduced 3.07%
$6.28B
$647,000 0.35% of portfolio
4,715
Q3 2025 New
$0
$636,000 0.34% of portfolio
40,022
Q3 2025 Reduced 1.48%
$490B
$629,000 0.34% of portfolio
5,584
Q3 2025 Reduced 0.64%
$291B
$609,000 0.33% of portfolio
1,278
Q2 2025 New
$0
$589,000 0.32% of portfolio
4,812
Q3 2025 Reduced 1.86%
$0
$550,000 0.3% of portfolio
28,543
Q3 2025 Added 5.24%
$0
$515,000 0.28% of portfolio
33,091
Q3 2025 Reduced 1.8%
$0
$503,000 0.27% of portfolio
55,312
Q3 2025 Reduced 0.32%
$0
$490,000 0.26% of portfolio
13,895
Q3 2025 Added 11.48%
$65.7B
$477,000 0.26% of portfolio
1,590
Q4 2021 Reduced 51.14%
$84.4B
$471,000 0.25% of portfolio
2,405
Q3 2025 Reduced 23.77%
$0
$454,000 0.25% of portfolio
28,164
Q3 2025 Reduced 4.57%
$1.29T
$462,000 0.25% of portfolio
1,040
Q3 2025 Reduced 9.41%
$1.46T
$453,000 0.24% of portfolio
1,623
Q3 2025 Added 11.55%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $185 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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