DJ

David J Yvars Group

13F
David J Yvars Group
Last update 2024-10-31 80 Stocks (7 new)
Value $161.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(19.14%)NVDA(8.34%)QQQ(7.75%)MSFT(6.85%)SOXX(4.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
David J Yvars Group Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
53,591
30912.370
-0.61%
19.140
-0.11%
0.010
+1.13%
-0.91%
580036.558
 
NVDA 		NVIDIA Corp
110,907
13468.510
+1.90%
8.340
+0.16%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
QQQ 		INVESCO QQQ Trust
25,659
12523.280
+4.43%
7.750
+0.33%
0.000
+3.13%
-0.79%
317475.581
 
MSFT 		Microsoft Corp
25,693
11055.440
-0.93%
6.850
-0.07%
0.000
+0.95%
-0.60%
3114843.301
Software
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund
29,715
6852.000
+3.44%
4.240
+0.14%
0.050
-6.41%
+1.26%
14008.182
 
AAPL 		Apple Inc
23,909
5570.390
+0.39%
3.450
+0.01%
0.000
+3.52%
-5.42%
3580182.678
Hardware
IJH 		iShares Core S&P Mid-Cap ETF
85,011
5297.910
-8.64%
3.280
-0.29%
0.010
+0.28%
-0.67%
94477.979
 
CWB 		SPDR Bloomberg Convertible Securities ETF
62,220
4765.430
+0.36%
2.950
+0.01%
0.130
+2.13%
-0.05%
4344.101
 
SPOT 		Spotify Technology SA
11,411
4205.300
-4.30%
2.600
-0.10%
0.010
+21.57%
+2.72%
92861.200
Interactive Media
ARM 		ARM Holdings PLC
29,252
4183.330
+8.30%
2.590
+0.20%
0.000
-5.92%
+13.89%
147654.990
Semiconductors

David J Yvars Group's Historical Top Holdings Breakdowns

David J Yvars Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABBV 		AbbVie Inc2023-03-31Sold Out
-7.15%
●
144.61 ($152.88) 166.55
$175.17
14.58%
Sold Out
0
-35,325
IVV 		iShares Core S&P 500 ETF2023-03-31Add
+6.17%
●
379.54 ($399.43) 416.92
$583.33
46.04%
Add 46.07%
52,634
16,601
LLY 		Eli Lilly and Co2023-03-31Reduce
-5.05%
●
310.63 ($337.26) 364.99
$799.90
137.18%
Reduce -93.22%
801
-11,020
ISRG 		Intuitive Surgical Inc2023-03-31Sold Out
-4.12%
●
224.75 ($246.36) 271.36
$547.47
122.22%
Sold Out
0
-12,375
TTD 		The Trade Desk Inc2023-12-31Reduce
-3.74%
●
63.46 ($73.47) 85.16
$118.80
61.70%
Reduce -93.09%
4,255
-57,340
TTD 		The Trade Desk Inc2023-03-31New Buy
+3.44%
●
42.29 ($53.23) 66.3
$118.80
123.18%
New holding
62,435
62,435
XLI 		Industrial Select Sector SPDR2023-03-31New Buy
+3.10%
●
96.27 ($100.23) 103.25
$131.33
31.03%
New holding
33,907
33,907
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+3.10%
●
53.67 ($56.61) 60.74
$61.89
9.33%
Add 398.52%
94,688
75,694
URI 		United Rentals Inc2023-03-31New Buy
+3.08%
●
356.71 ($420.03) 479.57
$670.94
59.74%
New holding
8,621
8,621
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund2023-09-30Add
+2.92%
●
153.1 ($166.52) 178.55
$218.20
31.04%
Add 558.93%
26,133
7,389

David J Yvars Group Total Holding History ($B)

To

David J Yvars Group's Asset Allocation

To

David J Yvars Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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David J Yvars Group's Hypothetical Growth since 2024-09-30

David J Yvars Group's Yearly Returns

Year Portfolio % % Excess Gain %

David J Yvars Group's Holdings Heat Map

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David J Yvars Group's Holdings Bubble Chart

David J Yvars Group News

  • 1

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