David J Yvars Group has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $143 Million distributed in 76 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 $28.2M, Microsoft Corp with a value of $10.7M, Invesco Qqq Trust, Series 1 with a value of $10.6M, Nvidia Corp with a value of $9.9M, and Ishares Semiconductor ETF with a value of $6.04M.

Examining the 13F form we can see an increase of $19.4M in the current position value, from $124M to 143M.

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

Portfolio value $143 Million
ETFs: $67.7 Million
Technology: $46 Million
Financial Services: $10.1 Million
Communication Services: $7.91 Million
Healthcare: $5.63 Million
Consumer Cyclical: $2.04 Million
Utilities: $1.65 Million
Industrials: $619,000
Other: $1.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 76
  • Current Value $143 Million
  • Prior Value $124 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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