David J Yvars Group Portfolio Holdings

David J Yvars Group

  • $185 Million
  • Q3 2025

David J Yvars Group has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Million distributed in 93 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 $37.8M, Invesco Qqq Trust, Series 1 with a value of $17.1M, Nvidia Corp with a value of $16.6M, Microsoft Corp with a value of $13.1M, and Ishares Core S&P Mid Cap ETF with a value of $8.61M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $172M to 185M.

Below you can find more details about David J Yvars Group portfolio as well as his latest detailed transactions.

Portfolio value $185 Million
ETFs: $101 Million
Technology: $39.8 Million
Communication Services: $16.9 Million
Financial Services: $13.6 Million
Industrials: $6.85 Million
Consumer Cyclical: $2.8 Million
Utilities: $2.05 Million
Healthcare: $943,000
Other: $1.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.8 Million 20.4% of portfolio
56,446
Q3 2025 Added 0.68%
$0
$17.1 Million 9.21% of portfolio
28,413
Q3 2025 Reduced 0.23%
$0
$8.61 Million 4.65% of portfolio
131,942
Q3 2025 Reduced 8.96%
$0
$6.53 Million 3.53% of portfolio
81,438
Q3 2025 Reduced 2.42%
$0
$5.97 Million 3.22% of portfolio
53,522
Q3 2025 Added 7.63%
$0
$4.95 Million 2.67% of portfolio
54,685
Q3 2025 Added 0.67%
$0
$3.91 Million 2.11% of portfolio
13,889
Q3 2025 Added 15.7%
$0
$2.73 Million 1.48% of portfolio
33,652
Q3 2025 Added 9.47%
$0
$2.35 Million 1.27% of portfolio
19,780
Q3 2025 Added 3.74%
$0
$1.86 Million 1.01% of portfolio
13,121
Q3 2025 Added 0.24%
$0
$1.25 Million 0.68% of portfolio
22,402
Q3 2025 Reduced 3.02%
$0
$1.19 Million 0.64% of portfolio
3,868
Q3 2025 Reduced 4.14%
$0
$1.09 Million 0.59% of portfolio
11,634
Q3 2025 Reduced 0.81%
$0
$1.09 Million 0.59% of portfolio
22,018
Q3 2025 Added 5.48%
$0
$873,000 0.47% of portfolio
10,019
Q3 2025 Reduced 0.11%
$0
$589,000 0.32% of portfolio
4,812
Q3 2025 Reduced 1.86%
$130B
$328,000 0.18% of portfolio
925
Q3 2025 Reduced 2.01%
$0
$341,000 0.18% of portfolio
6,396
Q3 2025 Reduced 20.76%
$0
$265,000 0.14% of portfolio
8,917
Q3 2025 Added 9.88%
$0
$262,000 0.14% of portfolio
547
Q2 2024 New
$0
$252,000 0.14% of portfolio
2,089
Q3 2025 Reduced 4.87%
$0
$248,000 0.13% of portfolio
11,800
Q4 2023 New
$0
$243,000 0.13% of portfolio
397
Q2 2025 Added 0.25%
$24.1B
$222,000 0.12% of portfolio
5,255
Q3 2025 New
$0
$216,000 0.12% of portfolio
1,050
Q3 2025 Reduced 4.72%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $185 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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