David J Yvars Group Reduced Holdings in Q1 2025

David J Yvars Group

  • $127 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.57K
- 6.56%
$106.98 - $149.43 $703K - $982K
93.5K $10.1M
AAPL
Apple Inc.

Technology
-173
- 0.8%
$209.68 - $247.1 $36.3K - $42.7K
21.4K $4.75M
PANW
Palo Alto Networks Inc

Technology
-2.06K
- 10.93%
$167.82 - $208.28 $346K - $429K
16.8K $2.86M
SPOT
Spotify Technology S.A.

Communication Services
-2.96K
- 26.04%
$457.79 - $648.32 $1.36M - $1.92M
8.42K $4.63M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-27.5K
- 55.28%
$15.0 - $15.91 $413K - $438K
22.3K $346K
XLK
Technology Sector Spdr

ETFs
-209
- 1.58%
$206.38 - $242.18 $43.1K - $50.6K
13K $2.69M
LLY
Eli Lilly & CO

Healthcare
-485
- 32.99%
$725.72 - $929.72 $352K - $451K
985 $813K
CRM
Salesforce, Inc.

Technology
-145
- 4.3%
$268.36 - $359.95 $38.9K - $52.2K
3.23K $865K
AMZN
Amazon Com Inc

Consumer Cyclical
-116
- 1.79%
$190.26 - $242.06 $22.1K - $28.1K
6.35K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-913
- 10.47%
$102.49 - $119.96 $93.6K - $110K
7.8K $815K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-372
- 0.66%
$75.99 - $81.58 $28.3K - $30.3K
56.4K $4.34M
XLU
Utilities Sector Spdr

ETFs
-1.38K
- 12.15%
$74.7 - $80.27 $103K - $111K
9.98K $778K
DOCS
Doximity, Inc.

Healthcare
-2.98K
- 14.21%
$49.71 - $83.14 $148K - $248K
18K $1.04M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-65
- 0.26%
$43.72 - $51.15 $2.84K - $3.32K
25K $1.1M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-3.3K
- 8.99%
$15.28 - $15.95 $50.4K - $52.6K
33.4K $519K
PFE
Pfizer Inc

Healthcare
-742
- 8.16%
$25.01 - $27.13 $18.6K - $20.1K
8.35K $211K
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.99%
$347.25 - $424.87 $3.47K - $4.25K
998 $365K
D
Dominion Energy, Inc

Utilities
-87
- 2.03%
$52.85 - $57.43 $4.6K - $5K
4.21K $235K
STIM
Neuronetics, Inc.

Healthcare
-21.8K
- 47.11%
$1.49 - $5.54 $32.5K - $121K
24.5K $90K
T
At&T Inc.

Communication Services
-1.6K
- 10.59%
$21.56 - $28.28 $34.5K - $45.2K
13.5K $382K
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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