David J Yvars Group Purchases in Q1 2025

David J Yvars Group

  • $127 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
67.7K
New
$36.38 - $42.77 $2.46M - $2.9M
67.7K $2.46M
NFLX
Netflix Inc

Communication Services
2.07K
+ 404.69%
$828.4 - $1058.6 $1.72M - $2.19M
2.58K $2.41M
META
Meta Platforms, Inc.

Communication Services
2.71K
+ 163.21%
$576.36 - $736.67 $1.56M - $2M
4.37K $2.52M
DVY
Ishares Tr

ETFs
1.72K
+ 18.02%
$128.58 - $138.1 $221K - $237K
11.2K $1.49M
V
Visa Inc.

Financial Services
624
New
$306.92 - $362.71 $192K - $226K
624 $218K
ED
Consolidated Edison Inc

Utilities
11
+ 0.14%
$88.0 - $110.59 $968 - $1.22K
7.89K $872K
LQD
Ishares Iboxx $ Investment Gra

ETFs
782
+ 9.53%
$105.1 - $109.61 $82.2K - $85.7K
8.99K $974K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
12K
+ 75.63%
$8.46 - $9.3 $102K - $112K
27.9K $235K
SO
Southern CO

Utilities
4
+ 0.06%
$80.96 - $92.96 $324 - $372
7.23K $665K
HDV
Ishares Core High Dividend ETF

ETFs
24
+ 0.5%
$110.86 - $121.12 $2.66K - $2.91K
4.78K $578K
HYG
Ishares Tr

ETFs
188
+ 0.79%
$78.51 - $80.11 $14.8K - $15.1K
23.9K $1.89M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.51K
+ 3.0%
$8.11 - $8.58 $12.2K - $12.9K
51.7K $420K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
70
+ 0.88%
$28.55 - $29.09 $2K - $2.04K
8K $230K
BIGZ
Black Rock Innovation & Growth Trust
1.66K
+ 15.54%
$6.4 - $8.25 $10.6K - $13.7K
12.4K $81K
QTUM
ETF Ser Solutions Defiance Qua
57
+ 1.08%
N/A
5.35K $0
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.58K
+ 13.24%
$27.98 - $33.9 $44.3K - $53.7K
13.6K $379K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.38K
+ 3.55%
$14.21 - $15.67 $19.6K - $21.6K
40.1K $572K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.25%
$507.05 - $563.67 $507 - $564
396 $203K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
810
+ 4.34%
$18.47 - $21.1 $15K - $17.1K
19.5K $359K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.08%
$84.5 - $105.05 $423 - $525
6.63K $582K
CSQ
Calamos Strategic Total Return Fund

Financial Services
876
+ 3.57%
$15.97 - $18.5 $14K - $16.2K
25.4K $410K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.14K
+ 9.37%
$20.63 - $25.57 $23.5K - $29.1K
13.3K $274K
RVT
Royce Value Trust, Inc.

Financial Services
345
+ 1.24%
$14.07 - $16.68 $4.85K - $5.75K
28.2K $401K
VV
Vanguard Large Cap ETF

ETFs
25
+ 0.62%
$253.32 - $282.66 $6.33K - $7.07K
4.04K $1.03M
BST
Black Rock Science & Technology Trust

Financial Services
421
+ 1.53%
$32.99 - $38.94 $13.9K - $16.4K
27.9K $919K
GOOGL
Alphabet Inc.

Communication Services
56
+ 1.26%
$154.33 - $206.19 $8.64K - $11.5K
4.51K $697K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
525
+ 0.61%
$57.21 - $65.8 $30K - $34.5K
86.8K $5.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.62K
+ 6.06%
$468.34 - $539.52 $760K - $875K
28.4K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.61K
+ 2.99%
$554.06 - $615.85 $892K - $992K
55.5K $31.2M
MSFT
Microsoft Corp

Technology
36
+ 0.15%
$375.39 - $447.2 $13.5K - $16.1K
24.4K $9.15M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track David J Yvars Group Portfolio

Follow David J Yvars Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of David J Yvars Group, based on Form 13F filings with the SEC.

News

Stay updated on David J Yvars Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email