David J Yvars Group Reduced Holdings in Q4 2024

David J Yvars Group

  • $155 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.36K
- 5.28%
$406.35 - $454.46 $551K - $617K
24.3K $10.3M
SOXX
Ishares Semiconductor ETF

ETFs
-43
- 0.14%
$211.27 - $239.8 $9.08K - $10.3K
29.7K $6.39M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-5.49K
- 8.82%
$76.21 - $82.24 $418K - $451K
56.7K $4.42M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-21.6K
- 19.06%
$8.1 - $9.04 $175K - $195K
91.7K $759K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-7.12K
- 16.26%
$15.0 - $17.55 $107K - $125K
36.7K $557K
ED
Consolidated Edison Inc

Utilities
-758
- 8.78%
$88.87 - $107.38 $67.4K - $81.4K
7.88K $703K
AAPL
Apple Inc.

Technology
-2.36K
- 9.87%
$221.69 - $259.02 $523K - $612K
21.5K $5.4M
AMD
Advanced Micro Devices Inc

Technology
-90
- 2.45%
$118.88 - $172.8 $10.7K - $15.6K
3.59K $433K
HYG
Ishares Tr

ETFs
-1.57K
- 6.21%
$78.09 - $80.04 $123K - $126K
23.7K $1.87M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-6.36K
- 11.33%
$15.05 - $16.03 $95.7K - $102K
49.8K $759K
WMT
Walmart Inc.

Consumer Defensive
-1.48K
- 18.27%
$79.1 - $95.7 $117K - $142K
6.63K $598K
PFE
Pfizer Inc

Healthcare
-913
- 9.13%
$24.8 - $30.19 $22.6K - $27.6K
9.09K $241K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-242
- 2.7%
$113.92 - $127.38 $27.6K - $30.8K
8.72K $1M
NVDA
Nvidia Corp

Technology
-10.8K
- 9.78%
$117.0 - $148.88 $1.27M - $1.61M
100K $13.4M
RVT
Royce Value Trust, Inc.

Financial Services
-1.7K
- 5.76%
$15.15 - $16.9 $25.8K - $28.7K
27.8K $439K
T
At&T Inc.

Communication Services
-1.42K
- 8.59%
$21.22 - $23.88 $30.2K - $33.9K
15.1K $344K
GOOG
Alphabet Inc.

Communication Services
-400
- 15.77%
$163.08 - $198.16 $65.2K - $79.3K
2.14K $406K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-2.26K
- 8.25%
$42.94 - $49.52 $96.8K - $112K
25.1K $1.17M
Arm Holdings PLC
-2.81K
- 9.6%
N/A
26.4K $0
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-20
- 0.05%
$14.38 - $15.35 $288 - $307
38.8K $579K
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.02%
$260.27 - $280.65 $260 - $281
4.01K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.51%
$213.65 - $479.86 $1.28K - $2.88K
1.17K $472K
CDNS
Cadence Design Systems Inc

Technology
-588
- 5.03%
$249.1 - $324.54 $146K - $191K
11.1K $3.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-226
- 3.38%
$180.88 - $232.93 $40.9K - $52.6K
6.47K $1.42M
CRM
Salesforce, Inc.

Technology
-10
- 0.3%
$270.87 - $367.87 $2.71K - $3.68K
3.37K $1.13M
FIX
Comfort Systems Usa Inc

Industrials
-54
- 0.53%
$370.68 - $504.12 $20K - $27.2K
10.1K $4.29M
SPOT
Spotify Technology S.A.

Communication Services
-32
- 0.28%
$362.95 - $502.38 $11.6K - $16.1K
11.4K $5.09M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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