David J Yvars Group Incresed Positions in Q3 2025

David J Yvars Group

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
381
+ 0.68%
$620.67 - $670.08 $236K - $255K
56.4K $37.8M
XLK
Technology Sector Spdr

ETFs
1.89K
+ 15.7%
$250.97 - $282.66 $473K - $533K
13.9K $3.91M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.8K
+ 7.63%
$107.66 - $112.36 $409K - $426K
53.5K $5.97M
META
Meta Platforms, Inc.

Communication Services
679
+ 15.52%
$695.21 - $791.73 $472K - $538K
5.05K $3.71M
CWB
Spdr Bloomberg Convertible Sec

ETFs
363
+ 0.67%
$82.29 - $90.77 $29.9K - $32.9K
54.7K $4.95M
GE
General Electric CO

Industrials
1.15K
+ 80.82%
$244.75 - $305.63 $281K - $351K
2.57K $774K
GOOGL
Alphabet Inc.

Communication Services
249
+ 5.19%
$174.36 - $254.72 $43.4K - $63.4K
5.05K $1.23M
GOOG
Alphabet Inc.

Communication Services
140
+ 3.32%
$175.16 - $255.24 $24.5K - $35.7K
4.35K $1.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
713
+ 3.74%
$108.46 - $120.63 $77.3K - $86K
19.8K $2.35M
HYG
Ishares Tr

ETFs
2.91K
+ 9.47%
$79.85 - $81.32 $233K - $237K
33.7K $2.73M
BST
Black Rock Science & Technology Trust

Financial Services
2.7K
+ 9.62%
$38.01 - $41.55 $103K - $112K
30.7K $1.27M
DASH
Door Dash, Inc.

Communication Services
280
+ 5.71%
$234.5 - $272.5 $65.7K - $76.3K
5.18K $1.41M
AIQ
Global X Funds Global X Artifi

ETFs
1.14K
+ 5.48%
$43.2 - $49.66 $49.4K - $56.8K
22K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
688
+ 8.43%
$211.65 - $238.24 $146K - $164K
8.85K $1.94M
DVY
Ishares Tr

ETFs
32
+ 0.24%
$133.88 - $142.57 $4.28K - $4.56K
13.1K $1.86M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
168
+ 11.55%
$224.68 - $282.71 $37.7K - $47.5K
1.62K $453K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.43K
+ 11.48%
$30.39 - $35.78 $43.5K - $51.2K
13.9K $490K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.42K
+ 5.24%
$18.02 - $19.56 $25.6K - $27.8K
28.5K $550K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
5.4K
+ 16.26%
$8.88 - $9.09 $47.9K - $49K
38.6K $346K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.08%
$94.4 - $104.27 $472 - $521
6.65K $685K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
816
+ 0.87%
$8.7 - $9.11 $7.1K - $7.43K
94.4K $860K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
802
+ 9.88%
$28.95 - $29.73 $23.2K - $23.8K
8.92K $265K
USA
Liberty All Star Equity Fund

Financial Services
5.7K
+ 20.95%
$6.34 - $6.94 $36.1K - $39.5K
32.9K $208K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
400
+ 1.69%
$8.57 - $9.09 $3.43K - $3.64K
24K $217K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
36
+ 0.1%
$9.32 - $10.2 $336 - $367
37.1K $378K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
203
+ 0.9%
$14.8 - $15.15 $3K - $3.08K
22.7K $339K
ED
Consolidated Edison Inc

Utilities
12
+ 0.15%
$95.57 - $105.36 $1.15K - $1.26K
7.9K $794K
BIGZ
Black Rock Innovation & Growth Trust
209
+ 1.56%
N/A
13.6K $90K
Global X Fds
3.82K
+ 59.19%
N/A
10.3K $0
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
87
+ 0.73%
$23.75 - $25.0 $2.07K - $2.18K
12K $287K
T
At&T Inc.

Communication Services
9
+ 0.06%
$26.94 - $29.62 $242 - $267
13.9K $392K
STIM
Neuronetics, Inc.

Healthcare
1.51K
+ 6.25%
$2.63 - $4.66 $3.96K - $7.01K
25.6K $67K
NFLX
Netflix Inc

Communication Services
128
+ 4.48%
$1147.87 - $1297.18 $147K - $166K
2.98K $3.58M
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track David J Yvars Group Portfolio

Follow David J Yvars Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of David J Yvars Group, based on Form 13F filings with the SEC.

News

Stay updated on David J Yvars Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email