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David J Yvars Group

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
ISHARES TR$40.89M59,69221.8%
INVESCO QQQ TR$19.31M31,43110.3%
NVIDIA Corp$16.81M90,1339.0%
MICROSOFT CORP$12.29M25,4046.6%
ISHARES TR$8.99M136,1684.8%
iShares MSCI UAE ETF$7.14M86,5963.8%
iShares MSCI UAE ETF$6.57M59,6423.5%
Apple Inc.$5.88M21,6443.1%
SPDR SERIES TRUST$5.46M61,2572.9%
BANK OF AMERICA CORP /DE$4.61M83,8112.5%
SPOTIFY TECHNOLOGY S A$4.48M7,7112.4%
SELECT SECTOR SPDR TR$4.09M28,4202.2%
ISHARES TR$2.99M37,0521.6%
ISHARES TR$2.45M20,3711.3%
Palo Alto Networks Inc$2.40M13,0431.3%
Meta Platforms Inc$2.06M3,1161.1%
Amazon.com Inc$1.92M8,3101.0%
ISHARES TR$1.88M13,3181.0%
Alphabet Inc.$1.68M5,3700.9%
Netflix Inc$1.40M14,8800.7%
Alphabet Inc.$1.39M4,4250.7%
BlackRock Science & Technology TrustBSTClosed-End Fund$1.28M31,6400.7%
INVESCO EXCHANGE TRADED FD T$1.20M22,3100.6%
VANGUARD INDEX FDS$1.20M3,8010.6%
ISHARES TR$1.12M11,6150.6%
Bloom Energy Corp$1.07M12,3250.6%
ELI LILLY & Co$959.1K8920.5%
Global X Artificial Intelligence & Technology ETF$955.5K18,7870.5%
BlackRock Enhanced Equity Dividend TrustBDJClosed-End Fund$904.5K95,7210.5%
EXXON MOBIL CORP$877.3K7,2900.5%
SELECT SECTOR SPDR TR$833.5K19,4400.4%
Consolidated Edison Inc$796.0K8,0150.4%
CATERPILLAR INC$760.0K1,3270.4%
Walmart Inc.$740.5K6,6470.4%
GENERAL ELECTRIC CO$721.8K2,3430.4%
EATON VANCE TAX-MANAGED DIVE$669.3K43,4650.4%
Columbia Seligman Premium Technology Growth Fund, Inc.STKClosed-End Fund$654.9K17,8000.3%
CALAMOS STRATEGIC TOTAL RETU$616.1K31,8740.3%
SOUTHERN CO$613.3K7,0330.3%
ISHARES TR$607.1K4,9920.3%
EATON VANCE TAX-MANAGED GLOB$593.9K62,5610.3%
VANECK ETF TRUST$540.0K18,3890.3%
VIRTUS EQUITY & CONV INCM FD$526.7K21,1360.3%
GUGGENHEIM TAXABLE MUNICP BO$497.0K33,1880.3%
Tesla Inc$466.8K1,0380.2%
NORFOLK SOUTHERN CORP$459.1K1,5900.2%
ROYCE SMALL-CAP TRUST, INC.RVTClosed-End Fund$454.2K28,1640.2%
GLOBAL X FDS$447.4K6,9050.2%
Salesforce Inc$446.4K1,6850.2%
ISHARES TR$441.3K8,0650.2%
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