David J Yvars Group Incresed Positions in Q2 2025

David J Yvars Group

  • $172 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
40.7K
+ 453.38%
$105.23 - $109.61 $4.29M - $4.47M
49.7K $5.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58.1K
+ 67.0%
$51.16 - $62.02 $2.97M - $3.61M
145K $8.99M
IVV
Ishares Core S&P 500 ETF

ETFs
537
+ 0.97%
$498.8 - $620.9 $268K - $333K
56.1K $34.8M
MSFT
Microsoft Corp

Technology
1.07K
+ 4.41%
$354.56 - $497.45 $381K - $534K
25.4K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
84
+ 0.3%
$416.06 - $551.64 $34.9K - $46.3K
28.5K $15.7M
NFLX
Netflix Inc

Communication Services
272
+ 10.53%
$855.86 - $1339.13 $233K - $364K
2.86K $3.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.3K
+ 144.35%
$90.56 - $109.49 $1.02M - $1.23M
19.1K $2.08M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.05%
$484.66 - $738.09 $969 - $1.48K
4.37K $3.23M
HYG
Ishares Tr

ETFs
6.81K
+ 28.47%
$75.75 - $80.65 $516K - $549K
30.7K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 28.51%
$167.32 - $223.3 $303K - $404K
8.16K $1.79M
CRM
Salesforce, Inc.

Technology
938
+ 29.09%
$236.26 - $291.15 $222K - $273K
4.16K $1.14M
DVY
Ishares Tr

ETFs
1.86K
+ 16.55%
$118.37 - $134.86 $220K - $251K
13.1K $1.74M
AXP
American Express CO

Financial Services
495
+ 63.87%
$231.39 - $318.98 $115K - $158K
1.27K $405K
BST
Black Rock Science & Technology Trust

Financial Services
159
+ 0.57%
$29.62 - $38.3 $4.71K - $6.09K
28K $1.07M
GOOGL
Alphabet Inc.

Communication Services
290
+ 6.43%
$144.7 - $178.6 $42K - $51.8K
4.8K $846K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.72K
+ 6.77%
$13.86 - $18.24 $23.8K - $31.4K
27.1K $494K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.14%
$81.79 - $99.98 $736 - $900
6.64K $649K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3.81K
+ 7.36%
$7.19 - $8.75 $27.4K - $33.3K
55.5K $485K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
5.32K
+ 19.08%
$7.81 - $9.04 $41.5K - $48.1K
33.2K $299K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
35
+ 0.18%
$16.5 - $21.35 $578 - $747
19.5K $416K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
483
+ 1.2%
$12.25 - $15.47 $5.92K - $7.47K
40.6K $628K
RVT
Royce Value Trust, Inc.

Financial Services
1.35K
+ 4.79%
$12.5 - $15.21 $16.9K - $20.5K
29.5K $444K
XLU
Utilities Sector Spdr

ETFs
50
+ 0.5%
$73.09 - $82.77 $3.65K - $4.14K
10K $819K
USA
Liberty All Star Equity Fund

Financial Services
4.64K
+ 20.59%
$5.9 - $6.81 $27.4K - $31.6K
27.2K $185K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
975
+ 1.05%
$7.6 - $8.89 $7.41K - $8.67K
93.6K $832K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.25%
$456.74 - $568.03 $457 - $568
397 $225K
T
At&T Inc.

Communication Services
372
+ 2.75%
$26.33 - $28.94 $9.79K - $10.8K
13.9K $401K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
115
+ 1.44%
$27.29 - $29.28 $3.14K - $3.37K
8.12K $237K
BIGZ
Black Rock Innovation & Growth Trust
1.06K
+ 8.57%
N/A
13.4K $88K
SO
Southern CO

Utilities
4
+ 0.06%
$84.91 - $92.56 $340 - $370
7.24K $664K
HDV
Ishares Core High Dividend ETF

ETFs
124
+ 2.59%
$108.41 - $120.51 $13.4K - $14.9K
4.9K $574K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
200
+ 0.9%
$13.74 - $15.66 $2.75K - $3.13K
22.5K $334K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
310
+ 0.93%
$14.51 - $15.62 $4.5K - $4.84K
33.7K $506K
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$99.93 - $119.04 $99.9 - $119
5.62K $605K
AAPL
Apple Inc.

Technology
251
+ 1.17%
$172.42 - $223.89 $43.3K - $56.2K
21.6K $4.44M
Activity Summary
Buys All Purchases 54 New Holdings 18 Increased Positions 36 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 1
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