David J Yvars Group Reduced Holdings in Q3 2025

David J Yvars Group

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-10.8K
- 87.65%
$130.68 - $186.97 $1.41M - $2.02M
1.53K $278K
CRM
Salesforce, Inc.

Technology
-2.6K
- 62.41%
$231.66 - $273.65 $602K - $711K
1.57K $370K
SPOT
Spotify Technology S.A.

Communication Services
-193
- 2.36%
$620.01 - $738.53 $120K - $143K
7.97K $5.56M
PANW
Palo Alto Networks Inc

Technology
-2.12K
- 13.54%
$167.06 - $208.19 $353K - $440K
13.5K $2.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13K
- 8.96%
$62.09 - $66.51 $807K - $864K
132K $8.61M
AXP
American Express CO

Financial Services
-495
- 38.98%
$294.27 - $342.31 $146K - $169K
775 $257K
HWM
Howmet Aerospace Inc.

Industrials
-750
- 23.77%
$171.0 - $196.23 $128K - $147K
2.41K $471K
EEM
Ishares Msci Emerging Markets

ETFs
-1.68K
- 20.76%
$48.07 - $53.4 $80.6K - $89.5K
6.4K $341K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-2.3K
- 11.76%
$21.0 - $23.0 $48.2K - $52.8K
17.2K $396K
SO
Southern CO

Utilities
-222
- 3.07%
$90.83 - $96.0 $20.2K - $21.3K
7.02K $664K
IVE
Ishares S&P 500 Value ETF

ETFs
-52
- 4.72%
$194.44 - $206.51 $10.1K - $10.7K
1.05K $216K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-600
- 1.48%
$15.5 - $16.01 $9.3K - $9.61K
40K $636K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-608
- 1.8%
$14.8 - $15.89 $9K - $9.66K
33.1K $515K
RVT
Royce Value Trust, Inc.

Financial Services
-1.35K
- 4.57%
$14.94 - $16.5 $20.2K - $22.3K
28.2K $454K
IVW
Ishares S&P 500 Growth ETF

ETFs
-107
- 4.87%
$108.97 - $121.65 $11.7K - $13K
2.09K $252K
VO
Vanguard Mid Cap ETF

ETFs
-15
- 1.21%
$279.83 - $293.74 $4.2K - $4.41K
1.23K $360K
HDV
Ishares Core High Dividend ETF

ETFs
-91
- 1.86%
$118.16 - $123.66 $10.8K - $11.3K
4.81K $589K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-177
- 0.32%
$8.55 - $9.1 $1.51K - $1.61K
55.3K $503K
XOM
Exxon Mobil Corp

Energy
-36
- 0.64%
$105.83 - $117.22 $3.81K - $4.22K
5.58K $629K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-95
- 0.81%
$87.29 - $93.61 $8.29K - $8.89K
11.6K $1.09M
VV
Vanguard Large Cap ETF

ETFs
-167
- 4.14%
$285.05 - $309.14 $47.6K - $51.6K
3.87K $1.19M
GLD
Spdr Gold Trust

ETFs
-19
- 2.01%
$300.96 - $355.47 $5.72K - $6.75K
925 $328K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-697
- 3.02%
$51.24 - $57.08 $35.7K - $39.8K
22.4K $1.25M
XLU
Utilities Sector Spdr

ETFs
-11
- 0.11%
$81.14 - $87.32 $893 - $961
10K $873K
TSLA
Tesla, Inc.

Consumer Cyclical
-108
- 9.41%
$293.94 - $444.72 $31.7K - $48K
1.04K $462K
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.02K
- 2.42%
$74.68 - $80.26 $151K - $162K
81.4K $6.53M
MSFT
Microsoft Corp

Technology
-59
- 0.23%
$491.09 - $535.64 $29K - $31.6K
25.4K $13.1M
AAPL
Apple Inc.

Technology
-22
- 0.1%
$202.38 - $256.87 $4.45K - $5.65K
21.6K $5.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-66
- 0.23%
$546.99 - $602.2 $36.1K - $39.7K
28.4K $17.1M
NVDA
Nvidia Corp

Technology
-4.17K
- 4.47%
$153.3 - $186.58 $640K - $778K
89.1K $16.6M
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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