David J Yvars Group Top Holdings and 13F Report (2026) About David J Yvars GroupInvestment ActivityDavid J Yvars Group has $178.91 million in total holdings as of March 31, 2026.David J Yvars Group owns shares of 92 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.00% of the portfolio was purchased this quarter.About 6.59% of the portfolio was sold this quarter.This quarter, David J Yvars Group has purchased 91 new stocks and bought additional shares in 33 stocks.David J Yvars Group sold shares of 38 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $38,914,212Invesco QQQ $18,066,865NVIDIA $15,618,864Microsoft $9,497,408iShares Core S&P Mid-Cap ETF $9,219,073 Largest New Holdings this Quarter 11135F101 - Broadcom $1,235,674 Holding67070X101 - Nuveen Municipal Credit Income Fund $327,033 Holding007903107 - Advanced Micro Devices $245,947 Holding199908104 - Comfort Systems USA $234,428 Holding038222105 - Applied Materials $222,209 Holding Largest Purchases this Quarter Broadcom 3,992 shares (about $1.24M)GLOBAL X FDS 9,270 shares (about $656.67K)Nuveen Municipal Credit Income Fund 26,850 shares (about $327.03K)Howmet Aerospace 1,380 shares (about $318.07K)Advanced Micro Devices 1,209 shares (about $245.95K) Largest Sales this Quarter NVIDIA 34,025 shares (about $5.92M)Netflix 9,015 shares (about $866.79K)Meta Platforms 1,410 shares (about $806.59K)Invesco QQQ 918 shares (about $529.66K)Microsoft 1,045 shares (about $386.80K) 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$38,914,212$71,189 ▼-0.2%59,58321.8%ETFQQQInvesco QQQ$18,066,865$529,664 ▼-2.8%31,31310.1%FinanceNVDANVIDIA$15,618,864$5,924,018 ▼-27.5%89,7088.7%Computer and TechnologyMSFTMicrosoft$9,497,408$386,796 ▼-3.9%25,6595.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$9,219,073$23,636 ▲0.3%136,5185.2%ETFIDEViShares Core MSCI International Developed Markets ETF$7,142,288$94,517 ▼-1.3%85,4654.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,733,294$233,017 ▲3.6%61,7803.8%FinanceCWBSPDR Bloomberg Convertible Securities ETF$5,726,462$120,257 ▲2.1%62,5713.2%ETFAAPLApple$5,509,908$17,509 ▲0.3%21,7133.1%Computer and TechnologyBACBank of America$4,085,861$97 ▲0.0%83,8132.3%FinanceXLKTechnology Select Sector SPDR Fund$3,787,021$9,968 ▲0.3%28,4952.1%ETFSPOTSpotify Technology$3,431,708$307,433 ▼-8.2%7,0771.9%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,017,167$69,297 ▲2.4%37,9231.7%ETFIJRiShares Core S&P Small-Cap ETF$2,526,977$5,345 ▼-0.2%20,3281.4%ETFDVYiShares Select Dividend ETF$2,070,194$56,548 ▲2.8%13,6921.2%ETFPANWPalo Alto Networks$2,015,543$75,511 ▼-3.6%12,5721.1%Computer and TechnologyBEBloom Energy$1,854,414$186,483 ▲11.2%13,7031.0%EnergyAMZNAmazon.com$1,608,362$121,574 ▼-7.0%7,7260.9%Retail/WholesaleGOOGLAlphabet$1,404,412$139,751 ▼-9.1%4,8840.8%Computer and TechnologyGOOGAlphabet$1,318,336$49,050 ▲3.9%4,5960.7%Computer and TechnologyAVGOBroadcom$1,235,674$1,235,674 ▲New Holding3,9920.7%Computer and TechnologyXOMExxonMobil$1,221,848$14,930 ▼-1.2%7,2020.7%EnergyGLOBAL X FDS$1,145,813$656,673 ▲134.3%16,1750.6%DEFENSE TECH ETFVVVanguard Large-Cap ETF$1,136,355$299 ▲0.0%3,8020.6%ETFBSTBlackRock Science and Technology Trust$1,122,649$17,953 ▼-1.6%31,1420.6%Financial ServicesEFAiShares MSCI EAFE ETF$1,101,010$27,197 ▼-2.4%11,3350.6%FinanceMETAMeta Platforms$975,915$806,589 ▼-45.3%1,7060.5%Computer and TechnologyCATCaterpillar$975,471$35,420 ▲3.8%1,3770.5%IndustrialsXLUUtilities Select Sector SPDR Fund$894,100$1,607 ▲0.2%19,4750.5%ETFEDConsolidated Edison$887,405$19,692 ▼-2.2%7,8410.5%UtilitiesAIQGlobal X Artificial Intelligence & Technology ETF$876,467$327 ▼0.0%18,7800.5%ETFGEGE Aerospace$869,276$204,335 ▲30.7%3,0630.5%AerospacePNQIInvesco NASDAQ Internet ETF$836,721$160,408 ▼-16.1%18,7210.5%ManufacturingBDJBlackRock Enhanced Equity Dividend Trust$826,046$7,186 ▲0.9%96,5610.5%Financial ServicesLLYEli Lilly and Company$820,943$919 ▲0.1%8930.5%MedicalWALMART INC$816,064$10,067 ▼-1.2%6,5660.5%COMHWMHowmet Aerospace$802,083$318,067 ▲65.7%3,4800.4%AerospaceCSQCalamos Strategic Total Return Fund$729,846$193,731 ▲36.1%43,3920.4%Financial ServicesSTKColumbia Seligman Premium Technology Growth Fund$704,861$29,700 ▲4.4%18,5830.4%Financial ServicesHDViShares Core High Dividend ETF$671,469$6,108 ▼-0.9%4,9470.4%ETFSOSouthern$669,363$9,459 ▼-1.4%6,9350.4%UtilitiesETYEaton Vance Tax-Managed Diversified Equity Income Fund$654,473$65,405 ▲11.1%48,2910.4%Financial ServicesAEISAdvanced Energy Industries$647,0340.0%2,0050.4%Computer and TechnologyNFLXNetflix$563,920$866,793 ▼-60.6%5,8650.3%Consumer DiscretionaryEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$532,683$3,132 ▲0.6%62,9310.3%Financial ServicesTSMTaiwan Semiconductor Manufacturing$501,180$33,795 ▲7.2%1,4830.3%Computer and TechnologyNIEVirtus Equity & Convertible Income Fund$482,470$11,259 ▼-2.3%20,6540.3%Financial ServicesGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$465,815$7,937 ▼-1.7%32,6320.3%Financial ServicesRVTRoyce Small-Cap Trust$457,9340.0%28,1640.3%FinanceNSCNorfolk Southern$456,3300.0%1,5900.3%TransportationETF SER SOLUTIONS$453,450$52,255 ▲13.0%4,2260.3%DEFIANCE QUANTUMEEMiShares MSCI Emerging Markets ETF$451,323$6,701 ▼-1.5%7,9470.3%FinanceAEPAmerican Electric Power$437,2830.0%3,3360.2%UtilitiesANGLVanEck Fallen Angel High Yield Bond ETF$432,867$95,089 ▼-18.0%15,0770.2%ManufacturingTSLATesla$423,052$37,175 ▲9.6%1,1380.2%Auto/Tires/TrucksEOIEaton Vance Enhanced Equity Income Fund$403,771$6,986 ▲1.8%21,5000.2%Financial ServicesGLDSPDR Gold Shares$361,444$36,575 ▼-9.2%8400.2%FinanceCIIBlackRock Enhanced Capital and Income Fund$359,779$4,982 ▼-1.4%17,1160.2%Financial ServicesVOVanguard Mid-Cap ETF$352,6570.0%1,2280.2%ETFTAT&T$352,644$42,095 ▼-10.7%12,1640.2%Computer and TechnologyHDHome Depot$340,623$329 ▲0.1%1,0360.2%Retail/WholesaleSLViShares Silver Trust$331,774$68,481 ▼-17.1%4,8690.2%ETFETJEaton Vance Risk-Managed Diversified Equity Income Fund$328,811$13,758 ▼-4.0%40,2460.2%Financial ServicesNZFNuveen Municipal Credit Income Fund$327,033$327,033 ▲New Holding26,8500.2%Financial ServicesETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$272,442$5,417 ▲2.0%31,0300.2%Financial ServicesAIOVirtus Artificial Intelligence & Technology Opportunities Fund$265,129$5,074 ▲2.0%12,3830.1%MiscellaneousJNJJohnson & Johnson$258,576$9,532 ▼-3.6%1,0580.1%MedicalMUMicron Technology$255,069$11,824 ▲4.9%7550.1%Computer and TechnologyCRMSalesforce$252,017$62,538 ▼-19.9%1,3500.1%Computer and TechnologyPEYInvesco High Yield Equity Dividend Achievers ETF$250,6320.0%11,8000.1%ETFIVEiShares S&P 500 Value ETF$247,494$28,719 ▼-10.4%1,1720.1%ETFAMDAdvanced Micro Devices$245,947$245,947 ▲New Holding1,2090.1%Computer and TechnologyRTXRTX$244,7530.0%1,2690.1%AerospacePALANTIR TECHNOLOGIES INC$239,460$45,347 ▲23.4%1,6370.1%CL AVUGVanguard Growth ETF$238,9240.0%5470.1%ETFVOOVanguard S&P 500 ETF$238,5930.0%3990.1%ETFFIXComfort Systems USA$234,428$234,428 ▲New Holding1700.1%ConstructionIVWiShares S&P 500 Growth ETF$233,772$39,019 ▼-14.3%2,0670.1%ETFGOFGuggenheim Strategic Opportunities Fund$233,363$2,457 ▼-1.0%21,4670.1%Financial ServicesJPMJPMorgan Chase & Co.$225,9150.0%7680.1%FinanceAMATApplied Materials$222,209$222,209 ▲New Holding6500.1%Computer and TechnologyNOWServiceNow$211,191$10,455 ▲5.2%2,0200.1%Computer and TechnologyDDominion Energy$211,097$7,912 ▼-3.6%3,4150.1%UtilitiesFTNTFortinet$206,752$206,752 ▲New Holding2,5300.1%Computer and TechnologyNVGNuveen AMT-Free Municipal Credit Income Fund$200,363$200,363 ▲New Holding16,2500.1%Financial ServicesNADNuveen Quality Municipal Income Fund$196,650$196,650 ▲New Holding17,1000.1%Financial ServicesMUJBlackRock MuniHoldings New Jersey Quality Fund$161,4020.0%13,9500.1%FinanceNXJNuveen New Jersey Quality Municipal Income Fund$157,5380.0%12,8080.1%Financial ServicesJCENuveen Core Equity Alpha Fund$155,2100.0%11,0000.1%Financial ServicesISDPGIM High Yield Bond Fund$147,972$2,185 ▲1.5%11,2440.1%Financial ServicesBIGZBlackRock Innovation and Growth Term Trust$90,345$482 ▼-0.5%13,6890.1%Financial ServicesSTIMNeuronetics$29,435$15,849 ▼-35.0%20,3000.0%MedicalDOORDASH INC$0$416,723 ▼-100.0%00.0%CL ASOFISoFi Technologies$0$348,194 ▼-100.0%00.0%FinanceMVFBlackRock MuniVest Fund$0$244,629 ▼-100.0%00.0%FinanceAXPAmerican Express$0$242,317 ▼-100.0%00.0%FinanceVVisa$0$229,034 ▼-100.0%00.0%Business ServicesMDBMongoDB$0$200,612 ▼-100.0%00.0%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$0$52,248 ▼-100.0%00.0%ManufacturingShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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