David J Yvars Group Reduced Holdings in Q3 2024

David J Yvars Group

  • $157 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-13K
- 79.38%
$238.42 - $276.53 $3.1M - $3.6M
3.38K $925K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.56K
- 13.41%
$217.89 - $392.15 $341K - $613K
10.1K $2.83M
BAC
Bank Of America Corp

Financial Services
-17.3K
- 16.96%
$36.65 - $44.13 $635K - $764K
84.8K $3.37M
MSFT
Microsoft Corp

Technology
-242
- 0.93%
$395.15 - $467.56 $95.6K - $113K
25.7K $11.1M
CDNS
Cadence Design Systems Inc

Technology
-274
- 2.29%
$246.84 - $321.11 $67.6K - $88K
11.7K $3.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.04K
- 8.64%
$57.32 - $62.65 $461K - $504K
85K $5.3M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-5K
- 15.47%
$37.37 - $43.48 $187K - $217K
27.3K $1.19M
XLK
Technology Sector Spdr

ETFs
-566
- 4.14%
$197.34 - $237.68 $112K - $135K
13.1K $2.96M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-5.57K
- 23.0%
$18.29 - $20.25 $102K - $113K
18.7K $367K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.71K
- 32.22%
$28.11 - $29.42 $104K - $109K
7.8K $229K
AMZN
Amazon Com Inc

Consumer Cyclical
-35
- 0.52%
$161.02 - $200.0 $5.64K - $7K
6.69K $1.25M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-2.76K
- 10.14%
$15.71 - $17.51 $43.3K - $48.3K
24.5K $423K
AEIS
Advanced Energy Industries Inc

Industrials
-200
- 9.07%
$92.85 - $119.61 $18.6K - $23.9K
2.01K $211K
GAB
Gabelli Equity Trust Inc

Financial Services
-3.11K
- 17.43%
$5.15 - $5.6 $16K - $17.4K
14.7K $80K
BIGZ
Black Rock Innovation & Growth Trust
-1.7K
- 14.15%
$6.75 - $7.61 $11.5K - $12.9K
10.3K $77K
QTUM
ETF Ser Solutions Defiance Qua
-3.5K
- 42.51%
N/A
4.73K $0
AMD
Advanced Micro Devices Inc

Technology
-25
- 0.68%
$128.67 - $183.96 $3.22K - $4.6K
3.68K $603K
RVT
Royce Value Trust, Inc.

Financial Services
-2K
- 6.33%
$14.28 - $16.01 $28.5K - $31.9K
29.5K $463K
META
Meta Platforms, Inc.

Communication Services
-175
- 10.73%
$453.41 - $572.44 $79.3K - $100K
1.46K $833K
D
Dominion Energy, Inc

Utilities
-298
- 7.2%
$48.01 - $58.53 $14.3K - $17.4K
3.84K $222K
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 7.43%
$245.82 - $304.51 $17.2K - $21.3K
872 $265K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.54K
- 1.34%
$8.04 - $8.65 $12.4K - $13.3K
113K $979K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-79
- 0.14%
$14.94 - $15.76 $1.18K - $1.25K
56.1K $884K
TSLA
Tesla, Inc.

Consumer Cyclical
-42
- 3.45%
$191.76 - $263.26 $8.05K - $11.1K
1.18K $307K
DVY
Ishares Tr

ETFs
-523
- 5.25%
$119.99 - $135.74 $62.8K - $71K
9.44K $1.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100
- 1.1%
$105.53 - $118.34 $10.6K - $11.8K
8.96K $1.05M
SPOT
Spotify Technology S.A.

Communication Services
-513
- 4.3%
$290.16 - $384.01 $149K - $197K
11.4K $4.21M
FIX
Comfort Systems Usa Inc

Industrials
-18
- 0.18%
$292.14 - $396.82 $5.26K - $7.14K
10.2K $3.97M
IVV
Ishares Core S&P 500 ETF

ETFs
-328
- 0.61%
$520.18 - $576.82 $171K - $189K
53.6K $30.9M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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