David J Yvars Group Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About David J Yvars GroupInvestment ActivityDavid J Yvars Group has $148.31 million in total holdings as of March 31, 2024.David J Yvars Group owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 19.79% of the portfolio was purchased this quarter.About 8.30% of the portfolio was sold this quarter.This quarter, David J Yvars Group has purchased 74 new stocks and bought additional shares in 36 stocks.David J Yvars Group sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $28,238,420Microsoft $10,699,526Invesco QQQ $10,632,960NVIDIA $9,901,206iShares Semiconductor ETF $6,035,033 Largest New Holdings this Quarter Cadence Design Systems $3,757,150 HoldingCrowdStrike $3,709,867 HoldingARM HOLDINGS PLC $2,793,402 HoldingCloudflare $2,703,494 HoldingPalo Alto Networks $2,277,018 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 75,694 shares (about $4.60M)iShares Semiconductor ETF 18,178 shares (about $4.11M)Cadence Design Systems 12,070 shares (about $3.76M)CrowdStrike 11,572 shares (about $3.71M)ARM HOLDINGS PLC 22,349 shares (about $2.79M) Largest Sales this Quarter NVIDIA 865 shares (about $781.58K)iShares Core S&P 500 ETF 1,397 shares (about $734.44K)Apple 3,607 shares (about $618.54K)Alphabet 1,395 shares (about $210.55K)Bank of America 3,355 shares (about $127.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavid J Yvars Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$28,238,420$734,442 ▼-2.5%53,71319.0%ETFMSFTMicrosoft$10,699,526$322,698 ▲3.1%25,4317.2%Computer and TechnologyQQQInvesco QQQ$10,632,960$223,333 ▲2.1%23,9487.2%FinanceNVDANVIDIA$9,901,206$781,579 ▼-7.3%10,9586.7%Computer and TechnologySOXXiShares Semiconductor ETF$6,035,033$4,106,796 ▲213.0%26,7134.1%ETFIJHiShares Core S&P Mid-Cap ETF$5,751,372$4,597,672 ▲398.5%94,6883.9%ETFSPOTSpotify Technology$5,654,585$43,280 ▲0.8%21,4273.8%Business ServicesCRMSalesforce$4,988,143$75,897 ▲1.5%16,5623.4%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$4,586,061$66,978 ▼-1.4%62,7883.1%ETFAAPLApple$4,264,454$618,541 ▼-12.7%24,8682.9%Computer and TechnologyNVONovo Nordisk A/S$3,984,766$367,481 ▲10.2%31,0342.7%MedicalBACBank of America$3,868,215$127,221 ▼-3.2%102,0102.6%FinanceCDNSCadence Design Systems$3,757,150$3,757,150 ▲New Holding12,0702.5%Computer and TechnologyCRWDCrowdStrike$3,709,867$3,709,867 ▲New Holding11,5722.5%Computer and TechnologyARM HOLDINGS PLC$2,793,402$2,793,402 ▲New Holding22,3491.9%SPONSORED ADRNETCloudflare$2,703,494$2,703,494 ▲New Holding27,9201.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,636,069$105,593 ▲4.2%12,6571.8%ETFPANWPalo Alto Networks$2,277,018$2,277,018 ▲New Holding8,0141.5%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,951,117$98,640 ▲5.3%25,1011.3%ETFTEAMAtlassian$1,744,674$1,744,674 ▲New Holding8,9421.2%Computer and TechnologySNPSSynopsys$1,448,181$1,162,431 ▲406.8%2,5341.0%Computer and TechnologyPNQIInvesco NASDAQ Internet ETF$1,298,496$6,782 ▼-0.5%32,5500.9%ManufacturingDVYiShares Select Dividend ETF$1,222,955$141,844 ▲13.1%9,9410.8%ETFAMZNAmazon.com$1,210,114$34,271 ▲2.9%6,7090.8%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,093,793$62,885 ▲6.1%9,8970.7%ETFLLYEli Lilly and Company$1,082,142$377,310 ▲53.5%1,3910.7%MedicalVVVanguard Large-Cap ETF$960,762$4,316 ▼-0.4%4,0070.6%ETFMDBMongoDB$948,244$10,759 ▼-1.1%2,6440.6%Computer and TechnologyBDJBlackRock Enhanced Equity Dividend Trust$940,556$6,999 ▲0.7%113,9620.6%Financial ServicesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$866,250$72,324 ▲9.1%7,9530.6%FinanceGOFGuggenheim Strategic Opportunities Fund$819,451$1,682 ▲0.2%57,4890.6%Financial ServicesEDConsolidated Edison$782,276$4,359 ▼-0.6%8,6140.5%UtilitiesMETAMeta Platforms$739,170$150,068 ▲25.5%1,5220.5%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$737,499$2,287 ▲0.3%11,2890.5%ETFGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$694,136$945 ▲0.1%42,5860.5%Financial ServicesAMDAdvanced Micro Devices$674,4910.0%3,7370.5%Computer and TechnologyXOMExxon Mobil$581,7810.0%5,0050.4%Oils/EnergyGOOGLAlphabet$532,783$210,547 ▼-28.3%3,5300.4%Computer and TechnologyRVTRoyce Value Trust$527,869$55,563 ▼-9.5%34,9140.4%FinanceSOSouthern$513,101$359 ▲0.1%7,1520.3%UtilitiesETYEaton Vance Tax-Managed Diversified Equity Income Fund$507,047$2,115 ▲0.4%37,8840.3%Financial ServicesCIIBlackRock Enhanced Capital and Income Fund$466,160$1,325 ▲0.3%23,9180.3%Financial ServicesWMTWalmart$453,260$305,723 ▲207.2%7,5330.3%Retail/WholesaleCSQCalamos Strategic Total Return Fund$442,384$2,304 ▲0.5%27,0720.3%Financial ServicesQTUMDefiance Quantum ETF$432,500$307 ▲0.1%7,0470.3%ETFNSCNorfolk Southern$405,2430.0%1,5900.3%TransportationEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$402,833$1,348 ▲0.3%49,6050.3%Financial ServicesNRKNuveen New York AMT-Free Quality Municipal Income Fund$402,7340.0%37,0500.3%Financial ServicesGOOGAlphabet$389,3290.0%2,5570.3%Computer and TechnologyNOWServiceNow$388,824$38,120 ▲10.9%5100.3%Computer and TechnologyHDHome Depot$365,9540.0%9540.2%Retail/WholesaleAEPAmerican Electric Power$353,5270.0%4,1060.2%UtilitiesJPMJPMorgan Chase & Co.$351,9270.0%1,7570.2%FinanceSTIMNeuronetics$331,867$24,800 ▼-7.0%69,7200.2%MedicalANGLVanEck Fallen Angel High Yield Bond ETF$324,788$2,931 ▲0.9%11,1920.2%ManufacturingHDViShares Core High Dividend ETF$319,074$772 ▼-0.2%2,8950.2%ETFVOVanguard Mid-Cap ETF$310,5760.0%1,2430.2%ETFNFLXNetflix$303,6650.0%5000.2%Consumer DiscretionaryTAT&T$290,9840.0%16,5330.2%Computer and TechnologyFDVVFidelity High Dividend ETF$267,2400.0%5,9150.2%ETFQDFFlexShares Quality Dividend Index Fund$267,1070.0%4,0600.2%ETFORCLOracle$262,6510.0%2,0910.2%Computer and TechnologyMCDMcDonald's$261,694$5,640 ▼-2.1%9280.2%Retail/WholesaleFBGXUBS AG FI Enhanced Large Cap Growth ETN$258,9390.0%3070.2%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$241,6640.0%11,8000.2%ETFAEISAdvanced Energy Industries$214,678$10,198 ▲5.0%2,1050.1%Computer and TechnologyTSLATesla$207,784$3,516 ▲1.7%1,1820.1%Auto/Tires/TrucksUSALiberty All-Star Equity Fund$205,342$4,805 ▲2.4%28,7190.1%FinanceJNJJohnson & Johnson$200,269$6,011 ▼-2.9%1,2660.1%MedicalHYBThe New America High Income Fund$174,380$3,014 ▲1.8%23,9530.1%FinanceJCENuveen Core Equity Alpha Fund$153,4500.0%11,0000.1%Financial ServicesETJEaton Vance Risk-Managed Diversified Equity Income Fund$124,968$2,355 ▲1.9%14,9660.1%Financial ServicesGABThe Gabelli Equity Trust$123,409$1,866 ▲1.5%22,3570.1%FinanceASGLiberty All-Star Growth Fund$118,390$2,240 ▲1.9%21,5650.1%FinanceBIGZBlackRock Innovation and Growth Term Trust$96,634$85,230 ▼-46.9%11,8720.1%Financial ServicesOCGNOcugen$34,719$34,719 ▲New Holding21,1700.0%MedicalMELIMercadoLibre$0$3,260,217 ▼-100.0%00.0%Retail/WholesaleADBEAdobe$0$3,102,320 ▼-100.0%00.0%Computer and TechnologyDTDynatrace$0$2,655,746 ▼-100.0%00.0%Computer and TechnologyTTDTrade Desk$0$306,190 ▼-100.0%00.0%Computer and TechnologyBIDUBaidu$0$238,895 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.