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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$16.6 Million 8.98% of portfolio
89,077
Q3 2025 Reduced 4.47%
$3.78T
$13.1 Million 7.1% of portfolio
25,387
Q3 2025 Reduced 0.23%
$4.3T
$5.5 Million 2.97% of portfolio
21,604
Q3 2025 Reduced 0.1%
$413B
$4.38 Million 2.37% of portfolio
84,981
Q4 2024 Added 0.19%
$1.37T
$3.71 Million 2.0% of portfolio
5,053
Q3 2025 Added 15.52%
$2.39T
$1.94 Million 1.05% of portfolio
8,851
Q3 2025 Added 8.43%
$1.65T
$1.23 Million 0.66% of portfolio
5,051
Q3 2025 Added 5.19%
$1.74T
$1.06 Million 0.57% of portfolio
4,351
Q3 2025 Added 3.32%
$328B
$774,000 0.42% of portfolio
2,573
Q3 2025 Added 80.82%
$279B
$685,000 0.37% of portfolio
6,647
Q3 2025 Added 0.08%
$971B
$671,000 0.36% of portfolio
880
Q2 2025 Reduced 10.66%
$490B
$629,000 0.34% of portfolio
5,584
Q3 2025 Reduced 0.64%
$291B
$609,000 0.33% of portfolio
1,278
Q2 2025 New
$1.29T
$462,000 0.25% of portfolio
1,040
Q3 2025 Reduced 9.41%
$1.46T
$453,000 0.24% of portfolio
1,623
Q3 2025 Added 11.55%
$367B
$399,000 0.22% of portfolio
985
Q2 2025 Reduced 1.3%
$342B
$278,000 0.15% of portfolio
1,525
Q3 2025 Reduced 87.65%
$255B
$257,000 0.14% of portfolio
775
Q3 2025 Reduced 38.98%
$881B
$242,000 0.13% of portfolio
768
Q2 2025 New
$512B
$234,000 0.13% of portfolio
412
Q2 2025 New
$593B
$244,000 0.13% of portfolio
871
Q3 2025 New
$533B
$213,000 0.12% of portfolio
624
Q1 2025 New
$522B
$205,000 0.11% of portfolio
1,107
Q3 2025 New
$258B
$203,000 0.11% of portfolio
1,218
Q3 2025 New

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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