David J Yvars Group 13F Holdings
CIK 0001836266 · VALHALLA, NY
As of Sep 30, 2025, David J Yvars Group reported 93 positions worth
CIK 0001836266 · VALHALLA, NY
As of Sep 30, 2025, David J Yvars Group reported 93 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 56,446 | $37.8M | 20.24% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 28,413 | 7.1M | 9.14% |
| NVIDIA CORP | NVDA | Technology | 89,077 | 6.6M | 8.90% |
| MICROSOFT CORP | MSFT | Technology | 25,387 | 3.1M | 7.04% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 131,942 | $8.6M | 4.61% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 81,438 | $6.5M | 3.50% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 53,522 | $6.0M | 3.20% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 7,969 | $5.6M | 2.98% |
| APPLE INC | AAPL | Technology | 21,604 | $5.5M | 2.95% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 54,685 | $4.9M | 2.65% |
| BANK OF AMERICA CORP | BAC | Financial Services | 84,981 | $4.4M | 2.35% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 13,889 | $3.9M | 2.10% |
| META PLATFORMS INC | META | Communication Services | 5,053 | $3.7M | 1.99% |
| NETFLIX INC | NFLX | Communication Services | 2,984 | $3.6M | 1.92% |
| PALO ALTO NETWORKS INC | PANW | Technology | 13,503 | $2.7M | 1.47% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 33,652 | $2.7M | 1.46% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 19,780 | $2.4M | 1.26% |
| AMAZON.COM INC | AMZN | Equity | 8,851 | .9M | 1.04% |
| BLOOM ENERGY CORP | BE | Industrials | 22,132 | .9M | 1.00% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 13,121 | .9M | 1.00% |
| DOORDASH INC | DASH | Communication Services | 5,180 | .4M | 0.75% |
| BLACKROCK SCIENCE & TECHNOLO | — | — | 30,743 | .3M | 0.68% |
| INVESCO EXCHANGE TRADED FD T | — | — | 22,402 | .3M | 0.67% |
| ALPHABET INC | GOOGL | Equity | 5,051 | .2M | 0.66% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 3,868 | .2M | 0.64% |