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 51–91 of 91
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EOI | EATON VANCE ENHANCED EQUITY | 21K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS | 2K | $100K–$500K | SH |
| DASH | DOORDASH INC | 2K | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 4K | $100K–$500K | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 17K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 6K | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 42K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 925 | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 13K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 30K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 22K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 547 | $100K–$500K | SH |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | 12K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 399 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 768 | $100K–$500K | SH |
| MVF | BLACKROCK MUNIVEST FD INC | 35K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 655 | $100K–$500K | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 12K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| V | VISA INC | 653 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 720 | $100K–$500K | SH |
| MDB | MONGODB INC | 478 | $100K–$500K | SH |
| JCE | NUVEEN CORE EQUITY ALPHA FD | 11K | $100K–$500K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 14K | $100K–$500K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 13K | $100K–$500K | SH |
| ISD | PGIM HIGH YIELD BOND FUND IN | 11K | $100K–$500K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 14K | $50K–$100K | SH |
| QYLD | GLOBAL X FDS | 296K | $50K–$100K | SH (Call) |
| STIM | NEURONETICS INC | 31K | $15K–$50K | SH |