CIK 1836266
David J Yvars Group
Institutional 13F holdings & portfolio
Holdings
91
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 91
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 60K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 31K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 90K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 25K | $1M+ | SH |
| IJH | ISHARES TR | 136K | $1M+ | SH |
| IDEV | ISHARES TR | 87K | $1M+ | SH |
| LQD | ISHARES TR | 60K | $1M+ | SH |
| AAPL | APPLE INC | 22K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 61K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 84K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 8K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 28K | $1M+ | SH |
| HYG | ISHARES TR | 37K | $1M+ | SH |
| IJR | ISHARES TR | 20K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 13K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| DVY | ISHARES TR | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 32K | $1M+ | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 12K | $1M+ | SH |
| LLY | ELI LILLY & CO | 892 | $500K+ | SH |
| AIQ | GLOBAL X FDS | 19K | $500K+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 96K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 19K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 8K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 43K | $500K+ | SH |
| STK | COLUMBIA SELIGM PREM TECH GR | 18K | $500K+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 32K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| HDV | ISHARES TR | 5K | $500K+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 63K | $500K+ | SH |
| ANGL | VANECK ETF TRUST | 18K | $500K+ | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD | 21K | $500K+ | SH |
| GBAB | GUGGENHEIM TAXABLE MUNICP BO | 33K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $100K–$500K | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 28K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 7K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| EEM | ISHARES TR | 8K | $100K–$500K | SH |