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David J Yvars Group

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
Neuronetics, Inc.$43.1K31,2300.0%
BlackRock Technology & Private Equity Term TrustBTXClosed-End Fund$90.7K13,7620.0%
PGIM HIGH YIELD BOND FUND IN$160.3K11,0780.1%
NUVEEN NEW JERSEY QULT MUN F$161.9K12,8080.1%
BLACKROCK MUNIHLDGS NJ QLTY$166.0K13,9500.1%
Nuveen Core Equity Alpha FundJCEClosed-End Fund$177.0K11,0000.1%
MongoDB, Inc.$200.6K4780.1%
MICRON TECHNOLOGY INC$205.5K7200.1%
DOMINION ENERGY, INC$207.6K3,5430.1%
JOHNSON & JOHNSON$227.1K1,0970.1%
Visa Inc$229.0K6530.1%
RTX Corp$232.7K1,2690.1%
Palantir Technologies Inc$235.9K1,3270.1%
INVESCO EXCHANGE TRADED FD T$242.1K11,8000.1%
AMERICAN EXPRESS CO$242.3K6550.1%
BLACKROCK MUNIVEST FD INC$244.6K35,3000.1%
JPMORGAN CHASE & CO$247.5K7680.1%
VANGUARD INDEX FDS$250.0K3990.1%
Virtus Artificial Intelligence & Technology Opportunities FundAIOClosed-End Fund$264.2K12,1460.1%
VANGUARD INDEX FDS$266.9K5470.1%
ISHARES TR$277.3K1,3080.1%
GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOFClosed-End Fund$278.9K21,6930.1%
EATON VANCE TAX-MANAGED GLOB$280.4K30,4130.1%
ServiceNow Inc$294.1K1,9200.2%
ISHARES TR$297.3K2,4120.2%
AT&T INC.$338.2K13,6160.2%
SoFi Technologies, Inc.$348.2K13,3000.2%
HOME DEPOT, INC.$356.3K1,0350.2%
VANGUARD INDEX FDS$356.4K1,2280.2%
SPDR GOLD TR$366.6K9250.2%
EATON VANCE RISK-MANAGED DIV$369.8K41,9300.2%
ISHARES SILVER TR$378.4K5,8740.2%
AMERICAN ELECTRIC POWER CO INC$384.7K3,3360.2%
BlackRock Enhanced Large Cap Core Fund, Inc.CIIClosed-End Fund$405.5K17,3530.2%
ETF SER SOLUTIONS$410.0K3,7390.2%
DoorDash, Inc.$416.7K1,8400.2%
ADVANCED ENERGY INDUSTRIES INC$419.8K2,0050.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$420.3K1,3830.2%
Howmet Aerospace Inc.$430.6K2,1000.2%
EATON VANCE ENHANCED EQUITY$434.4K21,1280.2%
ISHARES TR$441.3K8,0650.2%
Salesforce Inc$446.4K1,6850.2%
GLOBAL X FDS$447.4K6,9050.2%
ROYCE SMALL-CAP TRUST, INC.RVTClosed-End Fund$454.2K28,1640.2%
NORFOLK SOUTHERN CORP$459.1K1,5900.2%
Tesla Inc$466.8K1,0380.2%
GUGGENHEIM TAXABLE MUNICP BO$497.0K33,1880.3%
VIRTUS EQUITY & CONV INCM FD$526.7K21,1360.3%
VANECK ETF TRUST$540.0K18,3890.3%
EATON VANCE TAX-MANAGED GLOB$593.9K62,5610.3%
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