David J Yvars Group Top Holdings and 13F Report (2026) About David J Yvars GroupInvestment ActivityDavid J Yvars Group has $217.59 million in total holdings as of June 30, 2026.David J Yvars Group owns shares of 109 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, David J Yvars Group has purchased 106 new stocks and bought additional shares in 47 stocks.David J Yvars Group sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $45,523,322Invesco QQQ $22,966,114NVIDIA $20,639,452Microsoft $11,812,927iShares Core S&P Mid-Cap ETF $10,031,128 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,097,827 Holding91324P102 - UnitedHealth Group $338,334 Holding92537N108 - Vertiv $294,442 Holding81762P102 - ServiceNow $226,477 Holding530158104 - Liberty All-Star Equity Fund $191,838 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 6,745 shares (about $1.10M)SPDR Bloomberg Convertible Securities ETF 4,064 shares (about $411.20K)Columbia Seligman Premium Technology Growth Fund 6,956 shares (about $374.03K)UnitedHealth Group 922 shares (about $338.33K)iShares Core S&P 500 ETF 398 shares (about $304.81K) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 2,478 shares (about $253.20K)Bank of America 4,647 shares (about $252.94K)Bloom Energy 643 shares (about $178.20K)LAM RESEARCH CORP 535 shares (about $175.78K)iShares Core MSCI International Developed Markets ETF 1,889 shares (about $169.03K) 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$45,523,322$304,811 ▲0.7%59,44120.9%ETFQQQInvesco QQQ$22,966,114$2,959 ▲0.0%31,04610.6%ETFNVDANVIDIA$20,639,452$48,409 ▲0.2%90,3879.5%TechnologyMSFTMicrosoft$11,812,927$48,212 ▲0.4%23,0325.4%TechnologyIJHiShares Core S&P Mid-Cap ETF$10,031,128$118,502 ▲1.2%139,4184.6%ETFIDEViShares Core MSCI International Developed Markets ETF$7,518,430$169,027 ▼-2.2%84,0243.5%ETFAAPLApple$7,146,765$142,529 ▼-2.0%21,4613.3%TechnologyCWBSPDR Bloomberg Convertible Securities ETF$6,995,718$411,197 ▲6.2%69,1413.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,996,758$253,203 ▼-4.1%58,6882.8%ETFXLKTechnology Select Sector SPDR Fund$5,563,521$13,702 ▼-0.2%28,4222.6%ETFPANWPalo Alto Networks$4,678,325$129,126 ▼-2.7%11,7752.2%TechnologyBACBank of America$4,322,444$252,936 ▼-5.5%79,4132.0%FinanceBEBloom Energy$3,620,713$178,195 ▼-4.7%13,0651.7%IndustrialsHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,079,689$232,712 ▲8.2%39,8871.4%ETFIJRiShares Core S&P Small-Cap ETF$3,078,326$168,010 ▲5.8%22,6281.4%ETFSPOTSpotify Technology$2,936,952$125,744 ▼-4.1%6,0261.3%Communication ServicesDVYiShares Select Dividend ETF$2,298,539$89,049 ▲4.0%15,1001.1%ETFAVGOBroadcom$2,184,838$119,058 ▼-5.2%6,2211.0%TechnologyGOOGLAlphabet$1,863,585$2,065 ▲0.1%5,4160.9%Communication ServicesAMZNAmazon.com$1,810,0760.0%7,2660.8%Consumer DiscretionaryGOOGAlphabet$1,767,819$179,576 ▲11.3%5,1880.8%Communication ServicesMETAMeta Platforms$1,401,301$258,211 ▲22.6%1,9320.6%Communication ServicesVVVanguard Large-Cap ETF$1,353,039$352 ▲0.0%3,8450.6%ETFBSTBlackRock Science and Technology Trust$1,230,100$115,811 ▲10.4%24,6210.6%FinanceETF SER SOLUTIONS$1,176,507$51,245 ▼-4.2%7,7600.5%DEFIA QUANT ETFEFAiShares MSCI EAFE ETF$1,144,730$5,194 ▼-0.5%11,0190.5%ETFEXXONMOBIL HOLDINGS CORP$1,097,827$1,097,827 ▲New Holding6,7450.5%COM SHSCATCaterpillar$1,092,383$11,354 ▼-1.0%1,3470.5%IndustrialsAIQGlobal X Artificial Intelligence & Technology ETF$1,085,572$51,803 ▼-4.6%16,6600.5%ETFLLYEli Lilly and Company$1,044,617$11,568 ▲1.1%9030.5%HealthcareSTKColumbia Seligman Premium Technology Growth Fund$1,032,929$374,027 ▲56.8%19,2100.5%FinanceETYEaton Vance Tax-Managed Diversified Equity Income Fund$1,002,076$129,036 ▲14.8%71,2830.5%FinanceCSQCalamos Strategic Total Return Fund$931,242$9,239 ▲1.0%45,6610.4%FinanceBDJBlackRock Enhanced Equity Dividend Trust$907,966$11,067 ▼-1.2%96,2370.4%FinancePNQIInvesco NASDAQ Internet ETF$842,205$41,296 ▼-4.7%16,6010.4%ETFEDConsolidated Edison$806,402$3,884 ▲0.5%7,8900.4%UtilitiesMUMicron Technology$788,2000.0%7400.4%TechnologyXLUUtilities Select Sector SPDR Fund$774,469$1,506 ▲0.2%19,5460.4%ETFEOIEaton Vance Enhanced Equity Income Fund$753,143$93,765 ▲14.2%37,9040.3%FinanceTSMTaiwan Semiconductor Manufacturing$728,1460.0%1,5960.3%TechnologyHDViShares Core High Dividend ETF$701,043$29,386 ▲4.4%25,0730.3%ETFWALMART INC$683,877$520 ▲0.1%6,5810.3%COMEEMiShares MSCI Emerging Markets ETF$670,920$35,333 ▲5.6%10,0450.3%ETFNIEVirtus Equity & Convertible Income Fund$651,787$9,300 ▲1.4%26,0710.3%FinanceGEGE Aerospace$639,745$312 ▲0.0%2,0490.3%IndustrialsHWMHowmet Aerospace$639,356$61,968 ▼-8.8%2,8270.3%IndustrialsAMDAdvanced Micro Devices$638,6770.0%1,0440.3%TechnologyAEISAdvanced Energy Industries$565,0490.0%2,0050.3%TechnologySOSouthern$555,322$10,775 ▼-1.9%6,7000.3%UtilitiesEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$523,227$3,726 ▲0.7%55,4660.2%FinanceLAM RESEARCH CORP$510,920$175,783 ▼-25.6%1,5550.2%COM NEWNSCNorfolk Southern$491,3100.0%1,5900.2%IndustrialsRVTRoyce Small-Cap Trust$482,2610.0%28,1640.2%FinanceFTNTFortinet$452,2630.0%2,5300.2%TechnologyVOVanguard Mid-Cap ETF$426,465$78 ▲0.0%5,4380.2%ETFCIIBlackRock Enhanced Capital and Income Fund$415,922$1,344 ▲0.3%17,3300.2%FinanceETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$404,751$7,391 ▲1.9%42,6050.2%FinanceGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$404,135$2,856 ▲0.7%32,5450.2%FinanceFIXComfort Systems USA$396,9820.0%2400.2%IndustrialsAEPAmerican Electric Power$395,7830.0%3,3360.2%UtilitiesNFLXNetflix$368,078$40,008 ▼-9.8%5,2900.2%Communication ServicesUNHUnitedHealth Group$338,334$338,334 ▲New Holding9220.2%HealthcareTSLATesla$336,360$67,414 ▼-16.7%9480.2%Consumer DiscretionaryNZFNuveen Municipal Credit Income Fund$330,586$53,067 ▲19.1%30,5250.2%FinanceGLDSPDR Gold Shares$323,714$3,808 ▲1.2%8500.1%ETFAMATApplied Materials$322,282$5,116 ▼-1.6%6300.1%TechnologyIVWiShares S&P 500 Growth ETF$319,885$28,589 ▲9.8%2,2490.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$318,368$93,109 ▲41.3%3,3680.1%ETFTWLOTwilio$312,9320.0%1,0700.1%TechnologyETJEaton Vance Risk-Managed Diversified Equity Income Fund$312,597$3,105 ▲1.0%38,2620.1%FinanceIVEiShares S&P 500 Value ETF$306,402$41,097 ▲15.5%1,3420.1%ETFCRMSalesforce$300,8320.0%1,3100.1%TechnologyMRVLMarvell Technology$299,878$60,768 ▼-16.8%1,1350.1%TechnologyTAT&T$299,395$6,515 ▲2.2%12,2700.1%Communication ServicesVUGVanguard Growth ETF$295,817$90 ▲0.0%3,2830.1%ETFHDHome Depot$294,8490.0%1,0360.1%Consumer DiscretionaryVRTVertiv$294,442$294,442 ▲New Holding1,2200.1%IndustrialsJNJJohnson & Johnson$272,299$2,382 ▼-0.9%1,0290.1%HealthcarePEYInvesco High Yield Equity Dividend Achievers ETF$271,1640.0%11,8000.1%ETFSLViShares Silver Trust$268,571$3,271 ▲1.2%4,9270.1%ETFASMLASML$268,1270.0%1480.1%TechnologyBRK.BBerkshire Hathaway$264,4110.0%5310.1%FinanceNVGNuveen AMT-Free Municipal Credit Income Fund$257,293$82,758 ▼-24.3%24,2500.1%FinanceMAMastercard$256,2690.0%4650.1%FinanceVBVanguard Small-Cap ETF$250,1430.0%8790.1%ETFRTXRTX$246,7390.0%1,3290.1%IndustrialsGLOBAL X FDS$244,348$8,652 ▼-3.4%4,0670.1%DEFENSE TECH ETFANGLVanEck Fallen Angel High Yield Bond ETF$240,574$3,310 ▼-1.4%8,6490.1%ETFMDBMongoDB$236,3580.0%6780.1%TechnologyVGTVanguard Information Technology ETF$234,8100.0%1,8680.1%ETFVVisa$234,7250.0%6530.1%FinanceNOWServiceNow$226,477$226,477 ▲New Holding1,6900.1%TechnologyJPMJPMorgan Chase & Co.$225,318$28,785 ▼-11.3%6810.1%FinanceAIOVirtus Artificial Intelligence & Technology Opportunities Fund$216,241$1,940 ▲0.9%8,6950.1%ITOTiShares Core S&P Total U.S. Stock Market ETF$214,705$7,151 ▲3.4%1,2910.1%ETFDDominion Energy$206,904$121 ▲0.1%3,4190.1%UtilitiesNADNuveen Quality Municipal Income Fund$195,3160.0%19,3000.1%FinanceUSALiberty All-Star Equity Fund$191,838$191,838 ▲New Holding33,2470.1%FinanceGOFGuggenheim Strategic Opportunities Fund$189,518$4,344 ▲2.3%22,2500.1%FinanceJCENuveen Core Equity Alpha Fund$184,1400.0%11,0000.1%FinanceShowing largest 100 holdings. 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