David J Yvars Group Portfolio Holdings
David J Yvars Group
- $157 Million
- Q3 2024
David J Yvars Group has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Million distributed in 80 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 $30.9M, Nvidia Corp with a value of $13.5M, Invesco Qqq Trust, Series 1 with a value of $12.5M, Microsoft Corp with a value of $11.1M, and Ishares Semiconductor ETF with a value of $6.85M.
Examining the 13F form we can see an increase of $2.12M in the current position value, from $155M to 157M.
Below you can find more details about David J Yvars Group portfolio as well as his latest detailed transactions.
Portfolio value
$157 Million
ETFs: $73.9 Million
Technology: $48.8 Million
Financial Services: $10.8 Million
Communication Services: $6.9 Million
Healthcare: $5.57 Million
Industrials: $4.57 Million
Utilities: $2.41 Million
Consumer Cyclical: $2.22 Million
Other: $1.56 Million