David J Yvars Group Portfolio Holdings
David J Yvars Group
- $155 Million
- Q4 2024
David J Yvars Group has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.7M, Invesco Qqq Trust, Series 1 with a value of $13.7M, Nvidia Corp with a value of $13.4M, Microsoft Corp with a value of $10.3M, and Ishares Semiconductor ETF with a value of $6.39M.
Examining the 13F form we can see an decrease of $1.76M in the current position value, from $157M to 155M.
Below you can find more details about David J Yvars Group portfolio as well as his latest detailed transactions.
Portfolio value
$155 Million
ETFs: $74.8 Million
Technology: $48 Million
Financial Services: $10.5 Million
Communication Services: $8.6 Million
Industrials: $4.89 Million
Healthcare: $2.56 Million
Consumer Cyclical: $2.28 Million
Utilities: $1.84 Million
Other: $1.5 Million