David J Yvars Group Purchases in Q4 2025

David J Yvars Group

  • $204 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
14.5K
+ 104.62%
$278.39 - $304.13 $4.05M - $4.42M
28.4K $8.19M
IVV
Ishares Core S&P 500 ETF

ETFs
3.25K
+ 5.75%
$656.2 - $690.71 $2.13M - $2.24M
59.7K $40.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.02K
+ 10.62%
$589.5 - $635.77 $1.78M - $1.92M
31.4K $19M
NOW
Service Now, Inc.

Technology
1.49K
+ 341.38%
$835.79 - $946.29 $1.24M - $1.41M
1.92K $1.6M
XLU
Utilities Sector Spdr

ETFs
9.42K
+ 94.03%
$87.89 - $92.9 $828K - $875K
19.4K $1.73M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.12K
+ 11.43%
$110.25 - $112.92 $675K - $691K
59.6K $6.58M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.16K
+ 6.33%
$79.1 - $82.39 $408K - $425K
86.6K $7.04M
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.57K
+ 12.02%
$88.49 - $93.64 $582K - $615K
61.3K $5.42M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
21.1K
New
$20.02 - $21.05 $423K - $445K
21.1K $422K
AAPL
Apple Inc.

Technology
40
+ 0.19%
$245.27 - $275.25 $9.81K - $11K
21.6K $5.79M
GOOGL
Alphabet Inc.

Communication Services
319
+ 6.32%
$236.57 - $291.31 $75.5K - $92.9K
5.37K $1.48M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
35.3K
New
$6.89 - $7.07 $243K - $250K
35.3K $244K
HYG
Ishares Tr

ETFs
3.4K
+ 10.1%
$79.95 - $81.28 $272K - $276K
37.1K $2.97M
LLY
Eli Lilly & CO

Healthcare
12
+ 1.36%
$799.57 - $1025.28 $9.59K - $12.3K
892 $911K
XOM
Exxon Mobil Corp

Energy
1.71K
+ 30.55%
$110.64 - $119.78 $189K - $204K
7.29K $857K
GOOG
Alphabet Inc.

Communication Services
74
+ 1.7%
$237.49 - $291.74 $17.6K - $21.6K
4.43K $1.26M
NVDA
Nvidia Corp

Technology
1.06K
+ 1.19%
$179.83 - $207.04 $190K - $219K
90.1K $16.8M
MU
Micron Technology Inc

Technology
720
New
$181.6 - $253.3 $131K - $182K
720 $177K
MDB
Mongo Db, Inc.

Technology
478
New
$313.81 - $373.89 $150K - $179K
478 $168K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3.91K
+ 28.1%
$34.91 - $39.57 $136K - $155K
17.8K $658K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
14K
New
$11.51 - $11.92 $161K - $166K
14K $164K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
12.8K
New
$12.5 - $12.88 $160K - $165K
12.8K $163K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.23K
+ 3.2%
$63.25 - $66.24 $267K - $280K
136K $8.74M
CAT
Caterpillar Inc

Industrials
49
+ 3.83%
$480.82 - $585.49 $23.6K - $28.7K
1.33K $732K
EEM
Ishares Msci Emerging Markets

ETFs
1.67K
+ 26.09%
$51.94 - $56.01 $86.7K - $93.5K
8.07K $443K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
3.62K
+ 20.63%
$25.11 - $25.93 $90.8K - $93.7K
21.1K $532K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
7.25K
+ 13.11%
$9.01 - $9.36 $65.3K - $67.9K
62.6K $566K
IVE
Ishares S&P 500 Value ETF

ETFs
258
+ 24.57%
$202.52 - $212.07 $52.3K - $54.7K
1.31K $274K
SOFI
So Fi Technologies, Inc.

Financial Services
1.48K
+ 12.52%
$25.24 - $32.21 $37.4K - $47.7K
13.3K $370K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
6.38K
+ 26.54%
$8.92 - $9.21 $56.9K - $58.7K
30.4K $272K
SLV
I Shares Silver Trust

ETFs
619
+ 11.78%
$42.4 - $49.17 $26.2K - $30.4K
5.87K $269K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.33K
+ 11.67%
$18.57 - $19.43 $61.9K - $64.7K
31.9K $591K
IVW
Ishares S&P 500 Growth ETF

ETFs
323
+ 15.46%
$118.29 - $126.28 $38.2K - $40.8K
2.41K $291K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.44K
+ 8.6%
$15.41 - $15.87 $53.1K - $54.6K
43.5K $670K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
591
+ 2.99%
$114.27 - $121.15 $67.5K - $71.6K
20.4K $2.38M
CRM
Salesforce, Inc.

Technology
120
+ 7.67%
$235.69 - $263.41 $28.3K - $31.6K
1.69K $399K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
3.36K
+ 8.7%
$8.76 - $8.98 $29.4K - $30.1K
41.9K $367K
HDV
Ishares Core High Dividend ETF

ETFs
180
+ 3.74%
$118.22 - $122.79 $21.3K - $22.1K
4.99K $610K
ED
Consolidated Edison Inc

Utilities
113
+ 1.43%
$96.11 - $102.39 $10.9K - $11.6K
8.02K $814K
RTX
Raytheon Technologies Corp

Industrials
51
+ 4.19%
$157.0 - $179.44 $8.01K - $9.15K
1.27K $222K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
129
+ 0.75%
$22.95 - $24.35 $2.96K - $3.14K
17.4K $409K
DVY
Ishares Tr

ETFs
197
+ 1.5%
$138.1 - $143.11 $27.2K - $28.2K
13.3K $1.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.5%
$600.51 - $631.95 $1.2K - $1.26K
399 $246K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
180
+ 1.65%
$14.13 - $14.62 $2.54K - $2.63K
11.1K $158K
BIGZ
Black Rock Innovation & Growth Trust
129
+ 0.95%
N/A
13.8K $90K
V
Visa Inc.

Financial Services
29
+ 4.65%
$325.75 - $352.42 $9.45K - $10.2K
653 $212K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
97
+ 0.29%
$15.26 - $15.77 $1.48K - $1.53K
33.2K $513K
D
Dominion Energy, Inc

Utilities
3
+ 0.08%
$58.49 - $61.69 $175 - $185
3.54K $214K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.3K
+ 1.38%
$8.94 - $9.19 $11.7K - $12K
95.7K $857K
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 1 Puts 3
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