The Analysis of David J Yvars Group's Holdings
Currently, David J Yvars Group holds 93 types of securities in its portfolio with a total value $186.7M. In the most recent quarter, they have increased their positions in BE (+22.1K shares, valued at $1.9M), WLDN (+8.9K shares, valued at $862.0K), PRIM (+4.7K shares, valued at $647.5K); decreased their positions in PLTR (-10.8K shares, valued at $2.0M), IJH (-13.0K shares, valued at $847.8K), NVDA (-4.2K shares, valued at $777.8K); initiated new positions in BE (+22.1K shares, valued at $1.9M), WLDN (+8.9K shares, valued at $862.0K), PRIM (+4.7K shares, valued at $647.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR56.4K shares0.68%2025-09-302025-10-27
QQQ INVESCO QQQ TR28.4K shares-0.23%2025-09-302025-10-27 NVDA NVIDIA CORPORATION89.1K shares-4.47%2025-09-302025-10-27 MSFT MICROSOFT CORP25.4K shares-0.23%2025-09-302025-10-27 IJH ISHARES TR131.9K shares-8.96%2025-09-302025-10-27 IDEV ISHARES TR81.4K shares-2.42%2025-09-302025-10-27 LQD ISHARES TR53.5K shares7.63%2025-09-302025-10-27 SPOT SPOTIFY TECHNOLOGY S A8.0K shares-2.36%2025-09-302025-10-27 AAPL APPLE INC21.6K shares-0.10%2025-09-302025-10-27 CWB SPDR SERIES TRUST54.7K shares0.67%2025-09-302025-10-27 BAC BANK AMERICA CORP85.0K shares0.00%2025-09-302025-10-27 XLK SELECT SECTOR SPDR TR13.9K shares15.70%2025-09-302025-10-27 META META PLATFORMS INC5.1K shares15.52%2025-09-302025-10-27 NFLX NETFLIX INC3.0K shares4.48%2025-09-302025-10-27 PANW PALO ALTO NETWORKS INC13.5K shares-13.54%2025-09-302025-10-27 HYG ISHARES TR33.7K shares9.47%2025-09-302025-10-27 IJR ISHARES TR19.8K shares3.74%2025-09-302025-10-27 AMZN AMAZON COM INC8.9K shares8.43%2025-09-302025-10-27 BE BLOOM ENERGY CORP22.1K sharesnew addition2025-09-302025-10-27 DVY ISHARES TR13.1K shares0.24%2025-09-302025-10-27 DASH DOORDASH INC5.2K shares5.71%2025-09-302025-10-27 BST BLACKROCK SCIENCE & TECHNOLO30.7K shares9.62%2025-09-302025-10-27 PNQI INVESCO EXCHANGE TRADED FD T22.4K shares-3.02%2025-09-302025-10-27 GOOGL ALPHABET INC5.1K shares5.19%2025-09-302025-10-27 VV VANGUARD INDEX FDS3.9K shares-4.14%2025-09-302025-10-27 AIQ GLOBAL X FDS22.0K shares5.48%2025-09-302025-10-27 EFA ISHARES TR11.6K shares-0.81%2025-09-302025-10-27 GOOG ALPHABET INC4.4K shares3.32%2025-09-302025-10-27 XLU SELECT SECTOR SPDR TR10.0K shares-0.11%2025-09-302025-10-27 WLDN WILLDAN GROUP INC8.9K sharesnew addition2025-09-302025-10-27 BDJ BLACKROCK ENHANCED EQUITY DI94.4K shares0.87%2025-09-302025-10-27 ED CONSOLIDATED EDISON INC7.9K shares0.15%2025-09-302025-10-27 GE GE AEROSPACE2.6K shares80.82%2025-09-302025-10-27 SHLD GLOBAL X FDS10.3K shares59.19%2025-09-302025-10-27 WMT WALMART INC6.6K shares0.08%2025-09-302025-10-27 LLY ELI LILLY & CO880 shares0.00%2025-09-302025-10-27 SO SOUTHERN CO7.0K shares-3.07%2025-09-302025-10-27 PRIM PRIMORIS SVCS CORP4.7K sharesnew addition2025-09-302025-10-27 ETY EATON VANCE TAX-MANAGED DIVE40.0K shares-1.48%2025-09-302025-10-27 XOM EXXON MOBIL CORP5.6K shares-0.64%2025-09-302025-10-27 CAT CATERPILLAR INC1.3K shares0.00%2025-09-302025-10-27 HDV ISHARES TR4.8K shares-1.86%2025-09-302025-10-27 CSQ CALAMOS STRATEGIC TOTAL RETU28.5K shares5.24%2025-09-302025-10-27 GBAB GUGGENHEIM TAXABLE MUNICP BO33.1K shares-1.80%2025-09-302025-10-27 EXG EATON VANCE TAX-MANAGED GLOB55.3K shares-0.32%2025-09-302025-10-27 STK COLUMBIA SELIGM PREM TECH GR13.9K shares11.48%2025-09-302025-10-27 NSC NORFOLK SOUTHN CORP1.6K shares0.00%2025-09-302025-10-27 HWM HOWMET AEROSPACE INC2.4K shares-23.77%2025-09-302025-10-27 TSLA TESLA INC1.0K shares-9.41%2025-09-302025-10-27 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares11.55%2025-09-302025-10-27 RVT ROYCE SMALL CAP TRUST INC28.2K shares-4.57%2025-09-302025-10-27 NIE VIRTUS EQUITY & CONV INCM FD17.5K shares90.86%2025-09-302025-10-27 ANET ARISTA NETWORKS INC2.8K sharesnew addition2025-09-302025-10-27 NOW SERVICENOW INC435 shares0.00%2025-09-302025-10-27 HD HOME DEPOT INC985 shares0.00%2025-09-302025-10-27 CII BLACKROCK ENHANCED LARGE CAP17.2K shares-11.76%2025-09-302025-10-27 QTUM ETF SER SOLUTIONS3.7K shares-0.13%2025-09-302025-10-27 T AT&T INC13.9K shares0.06%2025-09-302025-10-27 NRK NUVEEN NEW YORK AMT QLT MUNI37.1K shares0.10%2025-09-302025-10-27 AEP AMERICAN ELEC PWR CO INC3.3K shares0.00%2025-09-302025-10-27 CRM SALESFORCE INC1.6K shares-62.41%2025-09-302025-10-27 VO VANGUARD INDEX FDS1.2K shares-1.21%2025-09-302025-10-27 ETJ EATON VANCE RISK-MANAGED DIV38.6K shares16.26%2025-09-302025-10-27 EEM ISHARES TR6.4K shares-20.76%2025-09-302025-10-27 AEIS ADVANCED ENERGY INDS2.0K shares0.00%2025-09-302025-10-27 GOF GUGGENHEIM STRATEGIC OPPORTU22.7K shares0.90%2025-09-302025-10-27 GLD SPDR GOLD TR925 shares-2.01%2025-09-302025-10-27 IESC IES HLDGS INC820 sharesnew addition2025-09-302025-10-27 SOFI SOFI TECHNOLOGIES INC11.8K sharesnew addition2025-09-302025-10-27 AIO VIRTUS ARTIFICIAL INTELLIGEN12.0K shares0.73%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC1.5K shares-87.65%2025-09-302025-10-27 STRL STERLING INFRASTRUCTURE INC785 sharesnew addition2025-09-302025-10-27 ANGL VANECK ETF TRUST8.9K shares9.88%2025-09-302025-10-27 VUG VANGUARD INDEX FDS547 shares0.00%2025-09-302025-10-27 AXP AMERICAN EXPRESS CO775 shares-38.98%2025-09-302025-10-27 IVW ISHARES TR2.1K shares-4.87%2025-09-302025-10-27 PEY INVESCO EXCHANGE TRADED FD T11.8K shares0.00%2025-09-302025-10-27 ORCL ORACLE CORP871 sharesnew addition2025-09-302025-10-27 VOO VANGUARD INDEX FDS397 shares0.00%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.768 shares0.00%2025-09-302025-10-27 MA MASTERCARD INCORPORATED412 shares0.00%2025-09-302025-10-27 SLV ISHARES SILVER TR5.3K sharesnew addition2025-09-302025-10-27 ETW EATON VANCE TAX-MANAGED GLOB24.0K shares1.69%2025-09-302025-10-27 IVE ISHARES TR1.1K shares-4.72%2025-09-302025-10-27 D DOMINION ENERGY INC3.5K sharesnew addition2025-09-302025-10-27 V VISA INC624 shares0.00%2025-09-302025-10-27 USA LIBERTY ALL STAR EQUITY FD32.9K shares20.95%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-10-27 RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-10-27 JCE NUVEEN CORE EQUITY ALPHA FD11.0K shares0.00%2025-09-302025-10-27 ISD PGIM HIGH YIELD BOND FUND IN10.9K sharesnew addition2025-09-302025-10-27 BTX BLACKROCK TECH AND PRIVATE E13.6K shares1.56%2025-09-302025-10-27 STIM NEURONETICS INC25.6K shares6.25%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available