David J Yvars Group Purchases in Q4 2024

David J Yvars Group

  • $155 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
19K
+ 249.86%
$159.67 - $250.0 $3.04M - $4.76M
26.6K $6.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.11K
+ 4.34%
$481.22 - $538.17 $536K - $600K
26.8K $13.7M
DOCS
Doximity, Inc.

Healthcare
21K
New
$41.25 - $61.25 $865K - $1.28M
21K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
327
+ 0.61%
$570.51 - $610.59 $187K - $200K
53.9K $31.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
55
+ 0.54%
$275.15 - $388.2 $15.1K - $21.4K
10.2K $3.47M
DASH
Door Dash, Inc.

Communication Services
2.85K
New
$141.93 - $180.48 $404K - $513K
2.85K $477K
BAC
Bank Of America Corp

Financial Services
161
+ 0.19%
$39.22 - $47.77 $6.31K - $7.69K
85K $3.73M
PANW
Palo Alto Networks Inc

Technology
9.73K
+ 106.86%
$181.96 - $405.9 $1.77M - $3.95M
18.8K $3.43M
GLD
Spdr Gold Trust

ETFs
950
New
$236.59 - $257.5 $225K - $245K
950 $230K
AXP
American Express CO

Financial Services
775
New
$267.35 - $305.57 $207K - $237K
775 $230K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
New
$172.07 - $207.36 $188K - $227K
1.09K $215K
HDV
Ishares Core High Dividend ETF

ETFs
1.83K
+ 62.34%
$110.82 - $121.28 $202K - $221K
4.76K $533K
BST
Black Rock Science & Technology Trust

Financial Services
4.23K
+ 18.22%
$34.86 - $38.04 $148K - $161K
27.5K $1M
META
Meta Platforms, Inc.

Communication Services
205
+ 14.08%
$554.08 - $632.68 $114K - $130K
1.66K $979K
GOOGL
Alphabet Inc.

Communication Services
166
+ 3.87%
$161.86 - $196.66 $26.9K - $32.6K
4.46K $843K
XLK
Technology Sector Spdr

ETFs
146
+ 1.11%
$220.26 - $241.44 $32.2K - $35.3K
13.3K $3.08M
NFLX
Netflix Inc

Communication Services
2
+ 0.39%
$687.65 - $936.56 $1.38K - $1.87K
512 $456K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.25K
+ 1.47%
$61.68 - $67.87 $77.2K - $84.9K
86.3K $5.37M
STIM
Neuronetics, Inc.

Healthcare
14.8K
+ 47.06%
$0.59 - $1.49 $8.75K - $22.1K
46.3K $69K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
482
+ 4.13%
$21.71 - $25.45 $10.5K - $12.3K
12.2K $299K
CSQ
Calamos Strategic Total Return Fund

Financial Services
73
+ 0.3%
$17.14 - $18.44 $1.25K - $1.35K
24.5K $434K
D
Dominion Energy, Inc

Utilities
452
+ 11.76%
$52.63 - $60.92 $23.8K - $27.5K
4.3K $231K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
23
+ 0.12%
$19.23 - $20.44 $442 - $470
18.7K $375K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.25%
$521.84 - $558.82 $522 - $559
395 $212K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
296
+ 1.9%
$9.1 - $9.51 $2.69K - $2.81K
15.9K $147K
BIGZ
Black Rock Innovation & Growth Trust
386
+ 3.74%
$7.43 - $8.08 $2.87K - $3.12K
10.7K $79K
Astera Labs Inc
3.77K
New
N/A
3.77K $0
Arista Networks Inc
40.3K
New
N/A
40.3K $0
QTUM
ETF Ser Solutions Defiance Qua
568
+ 12.02%
N/A
5.3K $0
New Amer High Income Fd Inc
363
+ 1.47%
N/A
25.1K $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
130
+ 1.67%
$28.6 - $29.27 $3.72K - $3.81K
7.93K $227K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
215
+ 1.83%
$31.36 - $35.93 $6.74K - $7.72K
12K $382K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.9%
$385.02 - $431.37 $3.47K - $3.88K
1.01K $392K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
195
+ 0.39%
$8.17 - $8.66 $1.59K - $1.69K
50.2K $409K
DVY
Ishares Tr

ETFs
74
+ 0.78%
$129.55 - $143.41 $9.59K - $10.6K
9.52K $1.25M
LQD
Ishares Iboxx $ Investment Gra

ETFs
145
+ 1.8%
$106.56 - $113.11 $15.5K - $16.4K
8.2K $876K
XOM
Exxon Mobil Corp

Energy
83
+ 1.5%
$105.51 - $125.37 $8.76K - $10.4K
5.62K $604K
SO
Southern CO

Utilities
69
+ 0.96%
$81.5 - $94.15 $5.62K - $6.5K
7.23K $595K
XLU
Utilities Sector Spdr

ETFs
26
+ 0.23%
$74.89 - $82.93 $1.95K - $2.16K
11.4K $859K
LLY
Eli Lilly & CO

Healthcare
42
+ 2.94%
$727.2 - $932.06 $30.5K - $39.1K
1.47K $1.13M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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