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The Analysis of David J Yvars Group's Holdings & P&L

Currently, David J Yvars Group holds 92 types of securities in its portfolio with a total value $178.9M. In the most recent quarter, they have increased their positions in N/A (+4.0K shares, valued at $1.2M), SHLD (+9.3K shares, valued at $656.7K), NZF (+26.9K shares, valued at $327.0K); decreased their positions in NFLX (-9.0K shares, valued at $866.8K), META (-1.4K shares, valued at $806.6K), SPOT (-634 shares, valued at $307.4K); initiated new positions in N/A (+4.0K shares, valued at $1.2M), NZF (+26.9K shares, valued at $327.0K), AMD (+1.2K shares, valued at $245.9K).

1M P&L

+6.2M+3.78%

3M P&L

+9.4M+5.85%

HY P&L

+14.0M+9.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A97.6M

62.7%

2Semiconductors16.6M

10.7%

3Software - Infrastructure12.0M

7.7%

Top Industries by Stock Count

1N/A47 stocks

55.3%

2Semiconductors4 stocks

4.7%

3Utilities - Regulated Electric4 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR59.6K shares-0.18%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR31.3K shares-0.38%2026-03-312026-04-08

NVDA NVIDIA CORPORATION89.7K shares-0.47%2026-03-312026-04-08

MSFT MICROSOFT CORP25.7K shares1.00%2026-03-312026-04-08

IJH ISHARES TR136.5K shares0.26%2026-03-312026-04-08

IDEV ISHARES TR85.5K shares-1.31%2026-03-312026-04-08

LQD ISHARES TR61.8K shares3.58%2026-03-312026-04-08

CWB SPDR SERIES TRUST62.6K shares2.15%2026-03-312026-04-08

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AAPL APPLE INC21.7K shares0.32%2026-03-312026-04-08

BAC BANK AMERICA CORP83.8K shares0.00%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR28.5K shares0.26%2026-03-312026-04-08

SPOT SPOTIFY TECHNOLOGY S A7.1K shares-8.22%2026-03-312026-04-08

HYG ISHARES TR37.9K shares2.35%2026-03-312026-04-08

IJR ISHARES TR20.3K shares-0.21%2026-03-312026-04-08

DVY ISHARES TR13.7K shares2.81%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC12.6K shares-3.61%2026-03-312026-04-08

Sponsored

BE BLOOM ENERGY CORP13.7K shares11.18%2026-03-312026-04-08

AMZN AMAZON COM INC7.7K shares-7.03%2026-03-312026-04-08

ALPHABET INC ALPHABET INC4.9K shares-9.05%2026-03-312026-04-08

ALPHABET INC ALPHABET INC4.6K shares3.86%2026-03-312026-04-08

BROADCOM INC BROADCOM INC4.0K sharesnew addition2026-03-312026-04-08

XOM EXXON MOBIL CORP7.2K shares-1.21%2026-03-312026-04-08

SHLD GLOBAL X FDS16.2K shares134.25%2026-03-312026-04-08

VV VANGUARD INDEX FDS3.8K shares0.03%2026-03-312026-04-08

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BST BLACKROCK SCIENCE & TECHNOLO31.1K shares-1.57%2026-03-312026-04-08

EFA ISHARES TR11.3K shares-2.41%2026-03-312026-04-08

META META PLATFORMS INC1.7K shares-45.25%2026-03-312026-04-08

CAT CATERPILLAR INC1.4K shares3.77%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR19.5K shares0.18%2026-03-312026-04-08

ED CONSOLIDATED EDISON INC7.8K shares-2.17%2026-03-312026-04-08

AIQ GLOBAL X FDS18.8K shares-0.04%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE3.1K shares30.73%2026-03-312026-04-08

Sponsored

PNQI INVESCO EXCHANGE TRADED FD T18.7K shares-16.09%2026-03-312026-04-08

BDJ BLACKROCK ENHANCED EQUITY DI96.6K shares0.88%2026-03-312026-04-08

LLY ELI LILLY & CO893 shares0.11%2026-03-312026-04-08

WMT WALMART INC6.6K shares-1.22%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC3.5K shares65.71%2026-03-312026-04-08

CSQ CALAMOS STRATEGIC TOTAL RETU43.4K shares36.14%2026-03-312026-04-08

STK COLUMBIA SELIGM PREM TECH GR18.6K shares4.40%2026-03-312026-04-08

HDV ISHARES TR4.9K shares-0.90%2026-03-312026-04-08

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SO SOUTHERN CO6.9K shares-1.39%2026-03-312026-04-08

ETY EATON VANCE TAX-MANAGED DIVE48.3K shares11.10%2026-03-312026-04-08

AEIS ADVANCED ENERGY INDS2.0K shares0.00%2026-03-312026-04-08

NFLX NETFLIX INC.5.9K shares-60.58%2026-03-312026-04-08

EXG EATON VANCE TAX-MANAGED GLOB62.9K shares0.59%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares7.23%2026-03-312026-04-08

NIE VIRTUS EQUITY & CONV INCM FD20.7K shares-2.28%2026-03-312026-04-08

GBAB GUGGENHEIM TAXABLE MUNICP BO32.6K shares-1.68%2026-03-312026-04-08

Sponsored

RVT ROYCE SMALL CAP TRUST INC28.2K shares0.00%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.6K shares0.00%2026-03-312026-04-08

QTUM ETF SER SOLUTIONS4.2K shares13.02%2026-03-312026-04-08

EEM ISHARES TR7.9K shares-1.46%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC3.3K shares0.00%2026-03-312026-04-08

ANGL VANECK ETF TRUST15.1K shares-18.01%2026-03-312026-04-08

TSLA TESLA INC1.1K shares9.63%2026-03-312026-04-08

EOI EATON VANCE ENHANCED EQUITY21.5K shares1.76%2026-03-312026-04-08

Sponsored

GLD SPDR GOLD TR840 shares-9.19%2026-03-312026-04-08

CII BLACKROCK ENHANCED LARGE CAP17.1K shares-1.37%2026-03-312026-04-08

VO VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-08

T AT&T INC12.2K shares-10.66%2026-03-312026-04-08

HD HOME DEPOT INC1.0K shares0.10%2026-03-312026-04-08

SLV ISHARES SILVER TR4.9K shares-17.11%2026-03-312026-04-08

ETJ EATON VANCE RISK-MANAGED DIV40.2K shares-4.02%2026-03-312026-04-08

NZF NUVEEN MUN CR INCOME FD26.9K sharesnew addition2026-03-312026-04-08

Sponsored

ETW EATON VANCE TAX-MANAGED GLOB31.0K shares2.03%2026-03-312026-04-08

AIO VIRTUS ARTIFICIAL INTELLIGEN12.4K shares1.95%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.1K shares-3.56%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC755 shares4.86%2026-03-312026-04-08

CRM SALESFORCE INC1.4K shares-19.88%2026-03-312026-04-08

PEY INVESCO EXCHANGE TRADED FD T11.8K shares0.00%2026-03-312026-04-08

IVE ISHARES TR1.2K shares-10.40%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2026-03-312026-04-08

Sponsored

RTX RTX CORPORATION1.3K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC1.6K shares23.36%2026-03-312026-04-08

VUG VANGUARD INDEX FDS547 shares0.00%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS399 shares0.00%2026-03-312026-04-08

FIX COMFORT SYS USA INC170 sharesnew addition2026-03-312026-04-08

IVW ISHARES TR2.1K shares-14.30%2026-03-312026-04-08

GOF GUGGENHEIM STRATEGIC OPPORTU21.5K shares-1.04%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO768 shares0.00%2026-03-312026-04-08

Sponsored

AMAT APPLIED MATLS INC650 sharesnew addition2026-03-312026-04-08

NOW SERVICENOW INC2.0K shares5.21%2026-03-312026-04-08

D DOMINION ENERGY INC3.4K shares-3.61%2026-03-312026-04-08

FTNT FORTINET INC2.5K sharesnew addition2026-03-312026-04-08

NVG NUVEEN AMT FREE MUN CR INC F16.3K sharesnew addition2026-03-312026-04-08

NAD NUVEEN QUALITY MUNCP INCOME17.1K sharesnew addition2026-03-312026-04-08

MUJ BLACKROCK MUNIHLDGS NJ QLTY13.9K shares0.00%2026-03-312026-04-08

NXJ NUVEEN NEW JERSEY12.8K shares0.00%2026-03-312026-04-08

Sponsored

JCE NUVEEN CORE EQUITY ALPHA FD11.0K shares0.00%2026-03-312026-04-08

ISD PGIM HIGH YIELD BOND FUND IN11.2K shares1.50%2026-03-312026-04-08

BLACKROCK TECH AND PRIVATE E BLACKROCK TECH AND PRIVATE E13.7K shares-0.53%2026-03-312026-04-08

STIM NEURONETICS INC20.3K shares-35.00%2026-03-312026-04-08

IVV

ISHARES TR

-0.18%

Shares59.6K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-0.38%

Shares31.3K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-0.47%

Shares89.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

1.00%

Shares25.7K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.26%

Shares136.5K

Event2026-03-31

Filed2026-04-08

IDEV

ISHARES TR

-1.31%

Shares85.5K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

3.58%

Shares61.8K

Event2026-03-31

Filed2026-04-08

CWB

SPDR SERIES TRUST

2.15%

Shares62.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.32%

Shares21.7K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

0.00%

Shares83.8K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

0.26%

Shares28.5K

Event2026-03-31

Filed2026-04-08

SPOT

SPOTIFY TECHNOLOGY S A

-8.22%

Shares7.1K

Event2026-03-31

Filed2026-04-08

HYG

ISHARES TR

2.35%

Shares37.9K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-0.21%

Shares20.3K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

2.81%

Shares13.7K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

-3.61%

Shares12.6K

Event2026-03-31

Filed2026-04-08

BLOOM ENERGY CORP

11.18%

Shares13.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-7.03%

Shares7.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-9.05%

Shares4.9K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

3.86%

Shares4.6K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.21%

Shares7.2K

Event2026-03-31

Filed2026-04-08

SHLD

GLOBAL X FDS

134.25%

Shares16.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-08

BST

BLACKROCK SCIENCE & TECHNOLO

-1.57%

Shares31.1K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-2.41%

Shares11.3K

Event2026-03-31

Filed2026-04-08