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
+13.09%
+24.34%
559461.136
 
NVDA 		NVIDIA Corp
110,907
13468.510
+1.90%
8.340
+0.16%
0.000
+39.69%
+194.09%
3571813.300
Semiconductors
QQQ 		INVESCO QQQ Trust
25,659
12523.280
+4.43%
7.750
+0.33%
0.000
+15.03%
+23.46%
305572.552
 
MSFT 		Microsoft Corp
25,693
11055.440
-0.93%
6.850
-0.07%
0.000
+5.34%
+12.35%
3123988.204
Software
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund
29,715
6852.000
+3.44%
4.240
+0.14%
0.050
+11.39%
+18.91%
14385.467
 
AAPL 		Apple Inc
23,909
5570.390
+0.39%
3.450
+0.01%
0.000
+7.59%
+16.11%
3366293.782
Hardware
IJH 		iShares Core S&P Mid-Cap ETF
85,011
5297.910
-8.64%
3.280
-0.29%
0.010
+13.51%
+18.55%
97053.074
 
CWB 		SPDR Bloomberg Convertible Securities ETF
62,220
4765.430
+0.36%
2.950
+0.01%
0.130
+9.45%
+8.39%
3863.080
 
SPOT 		Spotify Technology SA
11,411
4205.300
-4.30%
2.600
-0.10%
0.010
+19.51%
+108.16%
78548.124
Interactive Media
ARM 		ARM Holdings PLC
29,252
4183.330
+8.30%
2.590
+0.20%
0.000
+27.60%
+92.53%
151624.640
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
CRM 		Salesforce Inc2024-09-30Reduce
-2.10%
●
238.42 ($256.15) 276.64
$306.90
19.81%
Reduce -79.38%
3,380
-13,014
SNPS 		Synopsys Inc2024-09-30Add
+0.92%
●
463.97 ($536.59) 621.3
$553.15
3.09%
Add 103.69%
5,744
2,924
AVGO 		Broadcom Inc2024-09-30New Buy
+0.81%
●
136.27 ($160.32) 178.09
$179.55
11.99%
New holding
7,615
7,615
BST 		BlackRock Science and Technology Trust2024-09-30New Buy
+0.51%
●
33.05 ($35.34) 38.95
$36.76
4.02%
New holding
23,232
23,232
BAC 		Bank of America Corp2024-09-30Reduce
-0.43%
●
36.65 ($40.08) 44.13
$45.41
13.30%
Reduce -16.96%
84,820
-17,319
MDB 		MongoDB Inc2024-09-30Sold Out
-0.39%
●
221.5 ($259.78) 296.69
$280.88
8.12%
Sold Out
0
-2,469
CRWD 		CrowdStrike Holdings Inc2024-09-30Reduce
-0.38%
●
217.89 ($284.07) 392.15
$320.04
12.66%
Reduce -13.41%
10,100
-1,564
ANET 		Arista Networks Inc2024-09-30Add
+0.35%
●
311.42 ($348.45) 388.21
$423.12
21.43%
Add 20.09%
8,923
1,493
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.33%
●
434.77 ($473.23) 502.96
$505.58
6.84%
Add 4.43%
25,659
1,089
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Reduce
-0.29%
●
57.32 ($60.3) 62.65
$65.71
8.97%
Reduce -8.64%
85,011
-8,040

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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