David J Yvars Group Portfolio Holdings
David J Yvars Group
- $172 Million
- Q2 2025
David J Yvars Group has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.8M, Invesco Qqq Trust, Series 1 with a value of $15.7M, Nvidia Corp with a value of $14.7M, Microsoft Corp with a value of $12.7M, and Ishares Core S&P Mid Cap ETF with a value of $8.99M.
Examining the 13F form we can see an increase of $45.3M in the current position value, from $127M to 172M.
Below you can find more details about David J Yvars Group portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $93.3 Million
Technology: $38.9 Million
Communication Services: $16.5 Million
Financial Services: $14.1 Million
Consumer Cyclical: $2.83 Million
Industrials: $2.12 Million
Utilities: $1.8 Million
Healthcare: $769,000
Other: $1.55 Million