HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
53,713 | -1,397 | $28,238 |
| IVV | 53,713 | -1,397 | $28,238 |
| MICROSOFT CORP |
25,431 | +767 | $10,700 |
| MSFT | 25,431 | +767 | $10,700 |
| INVESCO QQQ TR |
23,948 | +503 | $10,633 |
| QQQ | 23,948 | +503 | $10,633 |
| NVIDIA CORPORATION |
10,958 | -865 | $9,901 |
| NVDA | 10,958 | -865 | $9,901 |
| ISHARES TR (SOXX) |
26,713 | +18,178 | $6,035 |
| SOXX | 26,713 | +18,178 | $6,035 |
| ISHARES TR (IJH) |
94,688 | +75,694 | $5,751 |
| IJH | 94,688 | +75,694 | $5,751 |
| SPOTIFY TECHNOLOGY S A |
21,427 | +164 | $5,655 |
| SPOT | 21,427 | +164 | $5,655 |
| SALESFORCE INC |
16,562 | +252 | $4,988 |
| CRM | 16,562 | +252 | $4,988 |
| SPDR SER TR (CWB) |
62,788 | -917 | $4,586 |
| CWB | 62,788 | -917 | $4,586 |
| APPLE INC |
24,868 | -3,607 | $4,264 |
| AAPL | 24,868 | -3,607 | $4,264 |
| NOVO NORDISK A S |
31,034 | +2,862 | $3,985 |
| NVO | 31,034 | +2,862 | $3,985 |
| BANK AMERICA CORP |
102,010 | -3,355 | $3,868 |
| BAC | 102,010 | -3,355 | $3,868 |
| CADENCE DESIGN SYSTEM INC |
12,070 | +12,070 | $3,757 |
| CDNS | 12,070 | +12,070 | $3,757 |
| CROWDSTRIKE HLDGS INC |
11,572 | +11,572 | $3,710 |
| CRWD | 11,572 | +11,572 | $3,710 |
| ARM HOLDINGS PLC |
22,349 | +22,349 | $2,793 |
| ARM | 22,349 | +22,349 | $2,793 |
| CLOUDFLARE INC |
27,920 | +27,920 | $2,703 |
| NET | 27,920 | +27,920 | $2,703 |
| SELECT SECTOR SPDR TR (XLK) |
12,657 | +507 | $2,636 |
| XLK | 12,657 | +507 | $2,636 |
| PALO ALTO NETWORKS INC |
8,014 | +8,014 | $2,277 |
| PANW | 8,014 | +8,014 | $2,277 |
| ISHARES TR (HYG) |
25,101 | +1,269 | $1,951 |
| HYG | 25,101 | +1,269 | $1,951 |
| ATLASSIAN CORPORATION |
8,942 | +8,942 | $1,745 |
| TEAM | 8,942 | +8,942 | $1,745 |
| SYNOPSYS INC |
2,534 | +2,034 | $1,448 |
| SNPS | 2,534 | +2,034 | $1,448 |
| INVESCO EXCHANGE TRADED FD T (PNQI) |
32,550 | -170 | $1,298 |
| PNQI | 32,550 | -170 | $1,298 |
| ISHARES TR (DVY) |
9,941 | +1,153 | $1,223 |
| DVY | 9,941 | +1,153 | $1,223 |
| AMAZON COM INC |
6,709 | +190 | $1,210 |
| AMZN | 6,709 | +190 | $1,210 |
| ISHARES TR (IJR) |
9,897 | +569 | $1,094 |
| IJR | 9,897 | +569 | $1,094 |
| ELI LILLY & CO |
1,391 | +485 | $1,082 |
| LLY | 1,391 | +485 | $1,082 |
| VANGUARD INDEX FDS (VV) |
4,007 | -18 | $961 |
| VV | 4,007 | -18 | $961 |
| MONGODB INC |
2,644 | -30 | $948 |
| MDB | 2,644 | -30 | $948 |
| BLACKROCK ENHANCED EQUITY DI |
113,962 | +848 | $941 |
| BDJ | 113,962 | +848 | $941 |
| ISHARES TR (LQD) |
7,953 | +664 | $866 |
| LQD | 7,953 | +664 | $866 |
| GUGGENHEIM STRATEGIC OPPORTU (GOF) |
57,489 | +118 | $819 |
| GOF | 57,489 | +118 | $819 |
| CONSOLIDATED EDISON INC |
8,614 | -48 | $782 |
| ED | 8,614 | -48 | $782 |
| META PLATFORMS INC |
1,522 | +309 | $739 |
| META | 1,522 | +309 | $739 |
| SELECT SECTOR SPDR TR (XLU) |
11,289 | +35 | $737 |
| XLU | 11,289 | +35 | $737 |
| GUGGENHEIM TAXABLE MUNICP BO (GBAB) |
42,586 | +58 | $694 |
| GBAB | 42,586 | +58 | $694 |
| ADVANCED MICRO DEVICES INC |
3,737 | UNCH | $674 |
| AMD | 3,737 | UNCH | $674 |
| EXXON MOBIL CORP |
5,005 | UNCH | $582 |
| XOM | 5,005 | UNCH | $582 |
| ALPHABET INC |
3,530 | -1,395 | $533 |
| GOOGL | 3,530 | -1,395 | $533 |
| ROYCE VALUE TR INC |
34,914 | -3,675 | $528 |
| RVT | 34,914 | -3,675 | $528 |
| SOUTHERN CO |
7,152 | +5 | $513 |
| SO | 7,152 | +5 | $513 |
| EATON VANCE TAX MANAGED DIVE |
37,884 | +158 | $507 |
| ETY | 37,884 | +158 | $507 |
| BLACKROCK ENHANCD CAP & INM |
23,918 | +68 | $466 |
| CII | 23,918 | +68 | $466 |
| WALMART INC |
7,533 | +5,081 | $453 |
| WMT | 7,533 | +5,081 | $453 |
| CALAMOS STRATEGIC TOTAL RETU |
27,072 | +141 | $442 |
| CSQ | 27,072 | +141 | $442 |
| ETF SER SOLUTIONS (QTUM) |
7,047 | +5 | $432 |
| QTUM | 7,047 | +5 | $432 |
| NORFOLK SOUTHN CORP |
1,590 | UNCH | $405 |
| NSC | 1,590 | UNCH | $405 |
| EATON VANCE TAX MANAGED GLOB |
49,605 | +166 | $403 |
| EXG | 49,605 | +166 | $403 |
| NUVEEN NEW YORK AMT QLT MUNI |
37,050 | UNCH | $403 |
| NRK | 37,050 | UNCH | $403 |
| ALPHABET INC |
2,557 | UNCH | $389 |
| GOOG | 2,557 | UNCH | $389 |
| SERVICENOW INC |
510 | +50 | $389 |
| NOW | 510 | +50 | $389 |
See Full List: All Stocks Held By David J Yvars Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By David J Yvars Group
|
Size ($ in 1000's)
At 03/31/2024: $148,304 At 12/31/2023: $124,315 David J Yvars Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from David J Yvars Group 13F filings. Link to 13F filings: SEC filings |
