David J Yvars Group

Institutional manager (13F) · CIK 1836266

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $168M

#	Issuer	Value	Shares
1	ISHARES TR	$39M	59,583
2	INVESCO QQQ TR	$18M	31,313
3	NVIDIA CORPORATION	$16M	89,708
4	MICROSOFT CORP	$9M	25,659
5	ISHARES TR	$9M	136,518
6	ISHARES TR	$7M	85,465
7	ISHARES TR	$7M	61,780
8	SPDR SERIES TRUST	$6M	62,571
9	APPLE INC	$6M	21,713
10	BANK AMERICA CORP	$4M	83,813
11	SELECT SECTOR SPDR TR	$4M	28,495
12	SPOTIFY TECHNOLOGY S A	$3M	7,077
13	ISHARES TR	$3M	37,923
14	ISHARES TR	$3M	20,328
15	ISHARES TR	$2M	13,692
16	PALO ALTO NETWORKS INC	$2M	12,572
17	BLOOM ENERGY CORP	$2M	13,703
18	AMAZON COM INC	$2M	7,726
19	ALPHABET INC	$1M	4,884
20	ALPHABET INC	$1M	4,596
21	BROADCOM INC	$1M	3,992
22	EXXON MOBIL CORP	$1M	7,202
23	GLOBAL X FDS	$1M	16,175
24	VANGUARD INDEX FDS	$1M	3,802
25	BLACKROCK SCIENCE & TECHNOLO	$1M	31,142
26	ISHARES TR	$1M	11,335
27	META PLATFORMS INC	$976k	1,706
28	CATERPILLAR INC	$975k	1,377
29	SELECT SECTOR SPDR TR	$894k	19,475
30	CONSOLIDATED EDISON INC	$887k	7,841
31	GLOBAL X FDS	$876k	18,780
32	GE AEROSPACE	$869k	3,063
33	INVESCO EXCHANGE TRADED FD T	$837k	18,721
34	BLACKROCK ENHANCED EQUITY DI	$826k	96,561
35	ELI LILLY & CO	$821k	893
36	WALMART INC	$816k	6,566
37	HOWMET AEROSPACE INC	$802k	3,480
38	CALAMOS STRATEGIC TOTAL RETU	$730k	43,392
39	COLUMBIA SELIGM PREM TECH GR	$705k	18,583
40	ISHARES TR	$671k	4,947
41	SOUTHERN CO	$669k	6,935
42	EATON VANCE TAX-MANAGED DIVE	$654k	48,291
43	ADVANCED ENERGY INDS	$647k	2,005
44	NETFLIX INC.	$564k	5,865
45	EATON VANCE TAX-MANAGED GLOB	$533k	62,931
46	TAIWAN SEMICONDUCTOR MANUFAC	$501k	1,483
47	VIRTUS EQUITY & CONV INCM FD	$482k	20,654
48	GUGGENHEIM TAXABLE MUNICP BO	$466k	32,632
49	ROYCE SMALL CAP TRUST INC	$458k	28,164
50	NORFOLK SOUTHN CORP	$456k	1,590

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.