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CIK: 0001836266
Total reported value
$211.9M
$211.9M
78 檔
35.6%
As reported in its official Q4 2024 Form 13F filing, David J Yvars Group's tracked investment portfolio stood at $211.9M with 78 total positions.
David J Yvars Group executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 10 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, NVDA) accounted for 35.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.36% | -0.88% | +0.61% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.35% | +0.69% | +4.34% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.20% | -0.22% | -9.78% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | -1.27% | -5.28% | |
| 5 | SOXX | Ishares Semiconductor ETF | ETF-Other | 3.90% | — | -0.14% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.77% | +0.48% | +249.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.09% | -9.87% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.28% | -0.14% | +1.47% | |
| 9 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.11% | -0.56% | -0.28% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 2.72% | — | — | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.70% | +0.11% | -8.82% | |
| 12 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.61% | +0.09% | -0.53% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.28% | -0.02% | +0.19% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.12% | — | +0.54% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.09% | +0.82% | +106.86% | |
| 16 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.04% | — | -5.03% | |
| 17 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.99% | — | -9.60% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.88% | +0.44% | +1.11% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.14% | -0.30% | -6.21% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.08% | -3.38% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.76% | -0.09% | +0.78% | |
| 22 | PNQI | Invesco Nasdaq Internet ETF | ETF-Tech | 0.71% | -0.10% | -8.25% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.05% | +2.94% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.04% | -0.30% | |
| 25 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.68% | — | — | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | -0.02% | -0.02% | |
| 27 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.61% | -0.10% | +18.22% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.09% | -2.70% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.13% | +14.08% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.53% | -0.61% | +1.80% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | -0.08% | +0.23% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.13% | +3.87% | |
| 33 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 0.46% | -0.02% | -19.06% | |
| 34 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.46% | -0.02% | -11.33% | |
| 35 | ED | Consolidated Edison Inc | Stock-Utilities | 0.43% | -0.09% | -8.78% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.24% | +1.50% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.11% | -18.27% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.36% | -0.06% | +0.96% | |
| 39 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.35% | +0.05% | -0.05% | |
| 40 | GBAB | Guggenheim Taxable Municipal | Stock-Other | 0.34% | -0.04% | -16.26% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-Other | 0.33% | -0.07% | +62.34% | |
| 42 | ALAB | Astera Labs Inc | Stock-Tech | 0.30% | — | — | |
| 43 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.29% | — | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | -0.01% | -0.51% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.28% | -0.12% | EXIT | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | -0.12% | +0.39% | |
| 47 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.27% | -0.02% | -5.76% | |
| 48 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.27% | +0.03% | +0.30% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | +0.15% | -2.45% | |
| 50 | QTUM | Defiance Quantum ETF | ETF-Other | 0.26% | +0.38% | +12.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3% | +249.86% | Add |
| 2 | ANET | Arista Networks Inc | +2.7% | NEW | New buy |
| 3 | DOCS | Doximity Inc-class A | +0.7% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +4.34% | Add |
| 5 | SPOT | Spotify Technology S.A. | +0.5% | -0.28% | Trim |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +0.54% | Add |
| 7 | ALAB | Astera Labs Inc | +0.3% | NEW | New buy |
| 8 | DASH | Doordash Inc - A | +0.3% | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.61% | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | +0.19% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +106.86% | Add |
| 12 | FIX | Comfort Systems USA Inc | +0.2% | -0.53% | Trim |
| 13 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 14 | AXP | American Express Co | +0.1% | NEW | New buy |
| 15 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 17 | CRM | Salesforce Inc | +0.1% | -0.30% | Trim |
| 18 | HDV | Ishares Core High Dividend E | +0.1% | +62.34% | Add |
| 19 | BST | Blackrock Science & Tech Tr | +0.1% | +18.22% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | -3.38% | Trim |
| 21 | TSLA | Tesla Inc | +0.1% | -0.51% | Trim |
| 22 | CDNS | Cadence Design Sys Inc | +0.1% | -5.03% | Trim |
| 23 | QTUM | Defiance Quantum ETF | +0.1% | +12.02% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +14.08% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.87% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | +0.39% | Add |
| 27 | XLK | Ss Technology Select Sector | +0.1% | +1.11% | Add |
| 28 | GAB | Gabelli Equity Trust | -0.1% | EXIT | Sold out |
| 29 | AEP | American Electric Power | -0.1% | -18.75% | Trim |
| 30 | GOF | Guggenheim Strategic Opport | -0.1% | -11.33% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.1% | +2.94% | Add |
| 32 | AMD | Advanced Micro Devices | -0.1% | -2.45% | Trim |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -6.21% | Trim |
| 34 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 35 | ED | Consolidated Edison Inc | -0.1% | -8.78% | Trim |
| 36 | NEE | Nextera Energy Inc | -0.1% | EXIT | Sold out |
| 37 | GBAB | Guggenheim Taxable Municipal | -0.1% | -16.26% | Trim |
| 38 | BDJ | Blackrock Enhanced Eqty Dvd | -0.2% | -19.06% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.2% | EXIT | Sold out |
| 40 | AAPL | Apple Inc | -0.2% | -9.87% | Trim |
| 41 | FDVV | Fidelity High Dividend ETF | -0.2% | EXIT | Sold out |
| 42 | QDF | Flexshares Quality Dividend | -0.2% | EXIT | Sold out |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | EXIT | Sold out |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | -0.3% | -8.82% | Trim |
| 45 | SOXX | Ishares Semiconductor ETF | -0.3% | -0.14% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -5.28% | Trim |
| 47 | ARM | Arm Holdings Plc-adr | -0.6% | -9.60% | Trim |
| 48 | SNPS | Synopsys Inc | -1.8% | EXIT | Sold out |
| 49 | ANETEUR | Arista Networks Inc | -2.1% | EXIT | Sold out |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -2.4% | EXIT | Sold out |
According to official SEC Form 13F filings, David J Yvars Group reported a total U.S. public equity portfolio value of $211.9M across 78 disclosed positions in Q4 2024.
During Q4 2024, David J Yvars Group's top holdings by market value included IVV (19.4%)、QQQ (8.3%)、NVDA (8.2%). The largest single position, IVV, represented 19.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
ANET
市值: $4.5M
Top Position Liquidated / Trimmed
NVO
前期市值: $3.8M
In Q4 2024, David J Yvars Group made 50 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 18 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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