13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001836266
Total reported value
$211.9M
$211.9M
67 檔
32.5%
According to the latest 13F quarterly dataset, David J Yvars Group managed an equity portfolio of $211.9M at the end of Q1 2025, spanning 67 distinct U.S. exchange-listed positions.
In Q1 2025, David J Yvars Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.55% | -0.88% | +2.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.48% | +0.69% | +6.06% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.97% | -0.22% | -6.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.20% | -1.27% | +0.15% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.98% | -0.14% | +0.61% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.09% | -0.80% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.64% | -0.56% | -26.04% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.40% | +0.11% | -0.66% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.79% | -0.02% | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.25% | +0.82% | -10.93% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.12% | +0.44% | -1.58% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.13% | +163.21% | |
| 13 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.94% | +0.05% | — | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.90% | -0.12% | +404.69% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.49% | -0.30% | +0.79% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.18% | -0.09% | +18.02% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.08% | -1.79% | |
| 18 | PNQI | Invesco Nasdaq Internet ETF | ETF-Tech | 0.87% | -0.10% | -0.26% | |
| 19 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.82% | — | -14.21% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.82% | -0.02% | +0.62% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.77% | -0.61% | +9.53% | |
| 22 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.73% | -0.10% | +1.53% | |
| 23 | ED | Consolidated Edison Inc | Stock-Utilities | 0.69% | -0.09% | +0.14% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.04% | -4.30% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.09% | -10.47% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.05% | -32.99% | |
| 27 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 0.63% | -0.02% | +1.01% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.61% | -0.08% | -12.15% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.13% | +1.26% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.24% | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.52% | -0.06% | +0.06% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.11% | +0.08% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-Other | 0.46% | -0.07% | +0.50% | |
| 34 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.45% | +0.05% | +3.55% | |
| 35 | GBAB | Guggenheim Taxable Municipal | Stock-Other | 0.41% | -0.04% | -8.99% | |
| 36 | XEXGX | Eaton Vance Tax-managed Glob | Stock-Other | 0.33% | -0.05% | +3.00% | |
| 37 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.32% | +0.03% | +3.57% | |
| 38 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.32% | -0.02% | +1.24% | |
| 39 | QTUM | Defiance Quantum ETF | ETF-Other | 0.31% | +0.38% | +1.08% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.08% | -10.59% | |
| 41 | NRK | Nuveen Ny Amt-fr Muni Inc | Stock-Other | 0.30% | — | — | |
| 42 | STK | Columbia Slgmn Prem Tech Gr | Stock-Other | 0.30% | -0.08% | +13.24% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.30% | -0.02% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.02% | -0.99% | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.29% | -0.02% | — | |
| 46 | CII | Blackrock Enhan Lrg Cap Core | Stock-Other | 0.28% | +0.01% | +4.34% | |
| 47 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.27% | -0.02% | -55.28% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.27% | -0.12% | EXIT | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.04% | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | +0.01% | — |
According to official SEC Form 13F filings, David J Yvars Group reported a total U.S. public equity portfolio value of $211.9M across 67 disclosed positions in Q1 2025.
During Q1 2025, David J Yvars Group's top holdings by market value included IVV (24.6%)、QQQ (10.5%)、NVDA (8.0%). The largest single position, IVV, represented 24.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, NVDA) accounted for 32.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $31.2M
In Q1 2025, David J Yvars Group made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.