David J Yvars Group Top Holdings and 13F Report (2026) About David J Yvars GroupInvestment ActivityDavid J Yvars Group has $211.89 million in total holdings as of June 30, 2026.David J Yvars Group owns shares of 106 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.74% of the portfolio was purchased this quarter.About 2.89% of the portfolio was sold this quarter.This quarter, David J Yvars Group has purchased 92 new stocks and bought additional shares in 38 stocks.David J Yvars Group sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $44,215,173Invesco QQQ $22,855,082NVIDIA $18,029,133iShares Core S&P Mid-Cap ETF $10,623,511Microsoft $8,555,965 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $905,702 Holding573874104 - Marvell Technology $406,620 Holding29444U700 - Equinix $334,607 HoldingN07059210 - ASML $294,437 Holding922908751 - Vanguard Small-Cap ETF $266,442 Holding Largest Purchases this Quarter Broadcom 2,568 shares (about $970.01K)LAM RESEARCH CORP 2,090 shares (about $905.70K)ETF SER SOLUTIONS 3,872 shares (about $640.37K)iShares Core High Dividend ETF 19,075 shares (about $522.84K)Marvell Technology 1,365 shares (about $406.62K) Largest Sales this Quarter Microsoft 2,721 shares (about $1.01M)GLOBAL X FDS 11,964 shares (about $714.31K)BlackRock Science and Technology Trust 8,839 shares (about $443.25K)iShares Core S&P 500 ETF 540 shares (about $404.39K)GE Aerospace 1,015 shares (about $379.42K) 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$44,215,173$404,387 â–¼-0.9%59,04320.9%ETFQQQInvesco QQQ$22,855,082$199,527 â–¼-0.9%31,04210.8%FinanceNVDANVIDIA$18,029,133$93,370 â–²0.5%90,1758.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$10,623,511$96,619 â–²0.9%137,7715.0%ETFMSFTMicrosoft$8,555,965$1,014,944 â–¼-10.6%22,9384.0%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$7,647,131$39,877 â–²0.5%85,9133.6%ETFCWBSPDR Bloomberg Convertible Securities ETF$7,016,563$270,195 â–²4.0%65,0773.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,671,421$66,969 â–¼-1.0%61,1663.1%FinanceAAPLApple$6,333,047$50,921 â–²0.8%21,8893.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$5,428,369$572 â–¼0.0%28,4922.6%ETFBACBank of America$4,789,737$14,074 â–²0.3%84,0602.3%FinanceBEBloom Energy$4,145,590$1,512 â–²0.0%13,7082.0%EnergyPANWPalo Alto Networks$4,126,342$160,961 â–¼-3.8%12,1001.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,172,753$157,948 â–²5.2%21,3931.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,948,717$83,968 â–¼-2.8%36,8731.4%ETFSPOTSpotify Technology$2,885,173$364,090 â–¼-11.2%6,2841.4%Computer and TechnologyAVGOBroadcom$2,477,903$970,008 â–²64.3%6,5601.2%Computer and TechnologyDVYiShares Select Dividend ETF$2,272,111$128,829 â–²6.0%14,5151.1%ETFGOOGLAlphabet$1,933,542$187,993 â–²10.8%5,4100.9%Computer and TechnologyAMZNAmazon.com$1,731,958$109,648 â–¼-6.0%7,2660.8%Retail/WholesaleGOOGAlphabet$1,646,861$22,966 â–²1.4%4,6610.8%Computer and TechnologyCATCaterpillar$1,449,446$17,040 â–¼-1.2%1,3610.7%IndustrialsETF SER SOLUTIONS$1,339,290$640,372 â–²91.6%8,0980.6%DEFIA QUANT ETFVVVanguard Large-Cap ETF$1,321,844$14,443 â–²1.1%3,8440.6%ETFEFAiShares MSCI EAFE ETF$1,149,813$27,631 â–¼-2.3%11,0690.5%FinanceAIQGlobal X Artificial Intelligence & Technology ETF$1,145,228$86,934 â–¼-7.1%17,4550.5%ETFBSTBlackRock Science and Technology Trust$1,118,436$443,252 â–¼-28.4%22,3030.5%Financial ServicesLLYEli Lilly and Company$1,070,7030.0%8930.5%MedicalBDJBlackRock Enhanced Equity Dividend Trust$931,467$8,118 â–²0.9%97,4100.4%Financial ServicesCSQCalamos Strategic Total Return Fund$923,797$37,109 â–²4.2%45,2080.4%Financial ServicesXOMExxonMobil$922,144$62,479 â–¼-6.3%6,7450.4%EnergyLAM RESEARCH CORP$905,702$905,702 â–²New Holding2,0900.4%COM NEWETYEaton Vance Tax-Managed Diversified Equity Income Fund$899,171$199,991 â–²28.6%62,1040.4%Financial ServicesXLUUtilities Select Sector SPDR Fund$893,467$1,511 â–²0.2%19,5080.4%ETFMETAMeta Platforms$887,785$73,231 â–¼-7.6%1,5760.4%Computer and TechnologyEDConsolidated Edison$868,722$1,217 â–²0.1%7,8520.4%UtilitiesMUMicron Technology$854,188$17,315 â–¼-2.0%7400.4%Computer and TechnologyHWMHowmet Aerospace$833,611$101,883 â–¼-10.9%3,1010.4%AerospacePNQIInvesco NASDAQ Internet ETF$793,746$59,525 â–¼-7.0%17,4150.4%ManufacturingGEGE Aerospace$765,567$379,419 â–¼-33.1%2,0480.4%AerospaceTSMTaiwan Semiconductor Manufacturing$762,239$53,968 â–²7.6%1,5960.4%Computer and TechnologyAEISAdvanced Energy Industries$747,6040.0%2,0050.4%Computer and TechnologyWALMART INC$744,747$1,133 â–²0.2%6,5760.4%COMNIEVirtus Equity & Convertible Income Fund$690,285$135,511 â–²24.4%25,6990.3%Financial ServicesSTKColumbia Seligman Premium Technology Growth Fund$660,103$340,933 â–¼-34.1%12,2540.3%Financial ServicesHDViShares Core High Dividend ETF$658,434$522,839 â–²385.6%24,0220.3%ETFSOSouthern$653,735$10,050 â–¼-1.5%6,8300.3%UtilitiesEOIEaton Vance Enhanced Equity Income Fund$652,410$229,725 â–²54.3%33,1850.3%Financial ServicesEEMiShares MSCI Emerging Markets ETF$650,976$107,333 â–²19.7%9,5160.3%FinanceAMDAdvanced Micro Devices$606,470$95,850 â–¼-13.6%1,0440.3%Computer and TechnologyEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$534,741$76,321 â–¼-12.5%55,0710.3%Financial ServicesRVTRoyce Small-Cap Trust$518,1210.0%28,1640.2%FinanceNSCNorfolk Southern$500,1980.0%1,5900.2%TransportationTSLATesla$478,6430.0%1,1380.2%Auto/Tires/TrucksFIXComfort Systems USA$475,668$138,737 â–²41.2%2400.2%ConstructionGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$466,266$4,574 â–¼-1.0%32,3150.2%Financial ServicesAMATApplied Materials$462,854$7,232 â–¼-1.5%6400.2%Computer and TechnologyAEPAmerican Electric Power$456,3980.0%3,3360.2%UtilitiesCIIBlackRock Enhanced Capital and Income Fund$451,712$4,132 â–²0.9%17,2740.2%Financial ServicesVOVanguard Mid-Cap ETF$438,059$339,119 â–²342.8%5,4370.2%ETFNFLXNetflix$418,7610.0%5,8650.2%Consumer DiscretionaryNVGNuveen AMT-Free Municipal Credit Income Fund$410,240$202,240 â–²97.2%32,0500.2%Financial ServicesMRVLMarvell Technology$406,620$406,620 â–²New Holding1,3650.2%Computer and TechnologyETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$403,212$104,083 â–²34.8%41,8270.2%Financial ServicesFTNTFortinet$388,6590.0%2,5300.2%Computer and TechnologyHDHome Depot$365,3850.0%1,0360.2%Retail/WholesaleEQIXEquinix$334,607$334,607 â–²New Holding3210.2%FinanceNZFNuveen Municipal Credit Income Fund$324,925$15,533 â–¼-4.6%25,6250.2%Financial ServicesETJEaton Vance Risk-Managed Diversified Equity Income Fund$313,281$19,550 â–¼-5.9%37,8820.1%Financial ServicesGLDSPDR Gold Shares$309,4390.0%8400.1%FinanceASMLASML$294,437$294,437 â–²New Holding1480.1%Computer and TechnologyVUGVanguard Growth ETF$282,711$235,593 â–²500.0%3,2820.1%ETFIVWiShares S&P 500 Growth ETF$281,618$2,613 â–¼-0.9%2,0480.1%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$276,4740.0%11,8000.1%ETFVBVanguard Small-Cap ETF$266,442$266,442 â–²New Holding8790.1%ETFBRK.BBerkshire Hathaway$265,707$265,707 â–²New Holding5310.1%FinanceIVEiShares S&P 500 Value ETF$263,771$2,270 â–¼-0.9%1,1620.1%ETFJNJJohnson & Johnson$263,677$5,080 â–¼-1.9%1,0380.1%MedicalSLViShares Silver Trust$260,238$107 â–¼0.0%4,8670.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$256,382$184,479 â–¼-41.8%8,7680.1%ManufacturingRTXRTX$252,067$11,380 â–²4.7%1,3290.1%AerospaceGLOBAL X FDS$251,418$714,311 â–¼-74.0%4,2110.1%DEFENSE TECH ETFJPMJPMorgan Chase & Co.$251,3890.0%7680.1%FinanceTAT&T$248,457$3,333 â–¼-1.3%12,0030.1%Computer and TechnologyAIOVirtus Artificial Intelligence & Technology Opportunities Fund$241,887$105,715 â–¼-30.4%8,6170.1%MiscellaneousMAMastercard$238,618$238,618 â–²New Holding4650.1%Business ServicesGOFGuggenheim Strategic Opportunities Fund$236,445$2,969 â–²1.3%21,7400.1%Financial ServicesAGGiShares Core U.S. Aggregate Bond ETF$235,915$235,915 â–²New Holding2,3830.1%FinanceNADNuveen Quality Municipal Income Fund$233,916$26,664 â–²12.9%19,3000.1%Financial ServicesDDominion Energy$233,323$137 â–²0.1%3,4170.1%UtilitiesMDBMongoDB$227,740$227,740 â–²New Holding6780.1%Computer and TechnologyVVisa$224,099$224,099 â–²New Holding6530.1%Business ServicesVGTVanguard Information Technology ETF$223,224$223,224 â–²New Holding1,8680.1%ETFAXPAmerican Express$221,554$221,554 â–²New Holding6550.1%FinanceTWLOTwilio$220,773$220,773 â–²New Holding1,0700.1%Computer and TechnologyPROSHARES TR II$213,622$213,622 â–²New Holding6,1000.1%ULSHT BLOOMB OILCRMSalesforce$205,260$6,267 â–¼-3.0%1,3100.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$205,033$205,033 â–²New Holding1,2480.1%ETFDLRDigital Realty Trust$204,901$204,901 â–²New Holding1,1410.1%FinanceJCENuveen Core Equity Alpha Fund$175,0100.0%11,0000.1%Financial ServicesShowing largest 100 holdings. 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