David J Yvars Group

CIK 0001836266 • 6 13F filings • Apr 17, 2025 – Jul 7, 2026

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Filer information

Filed by: David J Yvars Group, CEO
Address: 7706 SLOANE GARDENS CT, UNIVERSITY PARK, FL, 34201
Phone: 914-741-9700
AUM: $187.9M

AUM over time

$217.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $217.6M108 positionsView on SEC.gov

			% of Portfolio
ADVANCED ENERGY INDS	COM	$565K	0.3%Prev: 0.2%	2,005 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$639K	0.3%	1,044 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.9%Prev: 0.7%	5,416 SH	Increased+365 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.8%Prev: 0.6%	5,188 SH	Increased+837 SH
AMAZON COM INC	COM	$1.8M	0.8%Prev: 1.0%	7,266 SH	Decreased-1,585 SH
AMERICAN ELEC PWR CO INC	COM	$396K	0.2%Prev: 0.2%	3,336 SH	Increased
APPLE INC	COM	$7.1M	3.3%Prev: 2.9%	21,461 SH	Increased-143 SH
APPLIED MATLS INC	COM	$322K	0.1%	630 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$268K	0.1%	148 SH	New
AT&T INC	COM	$299K	0.1%Prev: 0.2%	12,270 SH	Decreased-1,623 SH
BANK OF AMER CORP	COM	$4.3M	2.0%	79,413 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$264K	0.1%	531 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$908K	0.4%Prev: 0.5%	96,237 SH	Increased+1,820 SH
BLACKROCK ENHANCED LARGE CAP	COM	$416K	0.2%Prev: 0.2%	17,330 SH	Increased+106 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$157K	0.1%	13,950 SH	New
BLACKROCK MUNIYIELD QUALITY	COM	$144K	0.1%	14,935 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS	$1.2M	0.6%Prev: 0.7%	24,621 SH	Decreased-6,122 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$125K	0.1%Prev: 0.0%	13,884 SH	Increased+251 SH
BLOOM ENERGY CORP	COM CL A	$3.6M	1.7%Prev: 1.0%	13,065 SH	Increased-9,067 SH
BROADCOM INC	COM	$2.2M	1.0%	6,221 SH	New
CALAMOS STRATEGIC TOTAL RETU	COM SH BEN INT	$931K	0.4%Prev: 0.3%	45,661 SH	Increased+17,118 SH
CATERPILLAR INC	COM	$1.1M	0.5%Prev: 0.3%	1,347 SH	Increased+69 SH
COHEN & STEERS QUALITY INCOM	COM	$133K	0.1%	12,170 SH	New
COLUMBIA SELIGM PREM TECH GR	COM	$1.0M	0.5%Prev: 0.3%	19,210 SH	Increased+5,315 SH
COMFORT SYS USA INC	COM	$397K	0.2%	240 SH	New
CONSOLIDATED EDISON INC	COM	$806K	0.4%Prev: 0.4%	7,890 SH	Increased-12 SH
DOMINION ENERGY INC	COM	$207K	0.1%Prev: 0.1%	3,419 SH	Decreased-121 SH
EATON VANCE ENHANCED EQUITY	COM	$753K	0.3%	37,904 SH	New
EATON VANCE RISK-MANAGED DIV	COM	$313K	0.1%Prev: 0.2%	38,262 SH	Decreased-313 SH
EATON VANCE TAX-MANAGED DIVE	COM	$1.0M	0.5%Prev: 0.3%	71,283 SH	Increased+31,261 SH
EATON VANCE TAX-MANAGED GLOB	COM	$928K	0.4%Prev: 0.4%	98,071 SH	Increased+18,724 SH
ELI LILLY & CO	COM	$1.0M	0.5%Prev: 0.4%	903 SH	Increased+23 SH
ETF SER SOLUTIONS	DEFIA QUANT ETF	$1.2M	0.5%	7,760 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.1M	0.5%	6,745 SH	New
FORTINET INC	COM	$452K	0.2%	2,530 SH	New
GE AEROSPACE	COM NEW	$640K	0.3%Prev: 0.4%	2,049 SH	Decreased-524 SH
GLOBAL X FDS	ARTIFICIAL ETF	$1.1M	0.5%Prev: 0.6%	16,660 SH	Decreased-5,358 SH
GLOBAL X FDS	DEFENSE TECH ETF	$244K	0.1%Prev: 0.4%	4,067 SH	Decreased-6,193 SH
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$190K	0.1%Prev: 0.2%	22,250 SH	Decreased-416 SH
GUGGENHEIM TAXABLE MUNICP BO	COM	$404K	0.2%Prev: 0.3%	32,545 SH	Decreased-546 SH
HOME DEPOT INC	COM	$295K	0.1%Prev: 0.2%	1,036 SH	Decreased+51 SH
HOWMET AEROSPACE INC	COM	$639K	0.3%Prev: 0.3%	2,827 SH	Increased+422 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$271K	0.1%Prev: 0.1%	11,800 SH	Increased
INVESCO EXCHANGE TRADED FD T	NASDAQ INTERNT	$842K	0.4%Prev: 0.7%	16,601 SH	Decreased-5,801 SH
INVESCO MUNI INCOME OPP TRST	COM	$132K	0.1%	23,101 SH	New
INVESCO QQQ TR	UNIT SER 1	$23.0M	10.6%Prev: 9.1%	31,046 SH	Increased+2,633 SH
ISHARES SILVER TR	ISHARES	$269K	0.1%Prev: 0.1%	4,927 SH	Increased-328 SH
ISHARES TR	CORE HIGH DV ETF	$701K	0.3%Prev: 0.3%	25,073 SH	Increased+20,261 SH
ISHARES TR	CORE MSCI INTL	$7.5M	3.5%Prev: 3.5%	84,024 SH	Increased+2,586 SH
ISHARES TR	CORE S&P MCP ETF	$10.0M	4.6%Prev: 4.6%	139,418 SH	Increased+7,476 SH
ISHARES TR	CORE S&P SCP ETF	$3.1M	1.4%Prev: 1.3%	22,628 SH	Increased+2,848 SH
ISHARES TR	CORE S&P TTL STK	$215K	0.1%	1,291 SH	New
ISHARES TR	CORE S&P500 ETF	$45.5M	20.9%Prev: 20.2%	59,441 SH	Increased+2,995 SH
ISHARES TR	CORE US AGGBD ET	$318K	0.1%	3,368 SH	New
ISHARES TR	IBOXX HI YD ETF	$3.1M	1.4%Prev: 1.5%	39,887 SH	Increased+6,235 SH
ISHARES TR	IBOXX INV CP ETF	$6.0M	2.8%Prev: 3.2%	58,688 SH	Increased+5,166 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.5%Prev: 0.6%	11,019 SH	Increased-615 SH
ISHARES TR	MSCI EMG MKT ETF	$671K	0.3%Prev: 0.2%	10,045 SH	Increased+3,649 SH
ISHARES TR	S&P 500 GRWT ETF	$320K	0.1%Prev: 0.1%	2,249 SH	Increased+160 SH
ISHARES TR	S&P 500 VAL ETF	$306K	0.1%Prev: 0.1%	1,342 SH	Increased+292 SH
ISHARES TR	SELECT DIVID ETF	$2.3M	1.1%Prev: 1.0%	15,100 SH	Increased+1,979 SH
JOHNSON & JOHNSON	COM	$272K	0.1%Prev: 0.1%	1,029 SH	Increased-78 SH
JPMORGAN CHASE & CO	COM	$225K	0.1%	681 SH	New
LAM RESEARCH CORP	COM NEW	$511K	0.2%	1,555 SH	New
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$192K	0.1%Prev: 0.1%	33,247 SH	Decreased+373 SH
LIBERTY ALL-STAR GROWTH FD I	COM	$69K	0.0%	13,608 SH	New
MARVELL TECHNOLOGY INC	COM	$300K	0.1%	1,135 SH	New
MASTERCARD INCORPORATED	CL A	$256K	0.1%Prev: 0.1%	465 SH	Increased+53 SH
META PLATFORMS INC	CL A	$1.4M	0.6%Prev: 2.0%	1,932 SH	Decreased-3,121 SH
MICRON TECHNOLOGY INC	COM	$788K	0.4%	740 SH	New
MICROSOFT CORP	COM	$11.8M	5.4%Prev: 7.0%	23,032 SH	Decreased-2,355 SH
MONGODB INC	CL A	$236K	0.1%	678 SH	New
NETFLIX INC.	COM	$368K	0.2%	5,290 SH	New
NORFOLK SOUTHN CORP	COM	$491K	0.2%Prev: 0.3%	1,590 SH	Increased
NUVEEN AMT FREE MUN CR INC F	COM	$257K	0.1%	24,250 SH	New
NUVEEN CORE EQUITY ALPHA FD	COM	$184K	0.1%Prev: 0.1%	11,000 SH	Increased
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$331K	0.2%	30,525 SH	New
NUVEEN MUN HIGH INCOME OPPOR	COM	$139K	0.1%	15,508 SH	New
NUVEEN NY DIVI ADV	COM	$101K	0.0%	10,296 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$195K	0.1%	19,300 SH	New
NVIDIA CORPORATION	COM	$20.6M	9.5%Prev: 8.9%	90,387 SH	Increased+1,310 SH
PALO ALTO NETWORKS INC	COM	$4.7M	2.2%Prev: 1.5%	11,775 SH	Increased-1,728 SH
PGIM HIGH YIELD BOND FUND IN	COM	$137K	0.1%Prev: 0.1%	11,681 SH	Decreased+783 SH
ROYCE SMALL CAP TRUST INC	COM	$482K	0.2%Prev: 0.2%	28,164 SH	Increased
RTX CORPORATION	COM	$247K	0.1%Prev: 0.1%	1,329 SH	Increased+111 SH
SALESFORCE INC	COM	$301K	0.1%Prev: 0.2%	1,310 SH	Decreased-255 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$5.6M	2.6%	28,422 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$774K	0.4%	19,546 SH	New
SERVICENOW INC	COM	$226K	0.1%Prev: 0.2%	1,690 SH	Decreased+1,255 SH
SOUTHERN CO	COM	$555K	0.3%Prev: 0.4%	6,700 SH	Decreased-315 SH
SPDR GOLD TR	GOLD SHS	$324K	0.1%Prev: 0.2%	850 SH	Decreased-75 SH
SPDR SERIES TRUST	ST STR CONV ETF	$7.0M	3.2%	69,141 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$2.9M	1.3%Prev: 3.0%	6,026 SH	Decreased-1,943 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$728K	0.3%	1,596 SH	New
TESLA INC	COM	$336K	0.2%Prev: 0.2%	948 SH	Decreased-92 SH
TWILIO INC	CL A	$313K	0.1%	1,070 SH	New
UNITEDHEALTH GROUP INC	COM	$338K	0.2%	922 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$241K	0.1%Prev: 0.1%	8,649 SH	Decreased-268 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$296K	0.1%	3,283 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$1.4M	0.6%	3,845 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$426K	0.2%	5,438 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$250K	0.1%	879 SH	New
VANGUARD WORLD FD	INF TECH ETF	$235K	0.1%	1,868 SH	New
VERTIV HOLDINGS CO	COM CL A	$294K	0.1%	1,220 SH	New
VIRTUS ARTIFICIAL INTELLIGEN	COM	$216K	0.1%Prev: 0.2%	8,695 SH	Decreased-3,277 SH
VIRTUS EQUITY & CONV INCM FD	COM	$652K	0.3%Prev: 0.2%	26,071 SH	Increased+8,550 SH
VISA INC	COM CL A	$235K	0.1%Prev: 0.1%	653 SH	Increased+29 SH
WALMART INC	COM	$684K	0.3%Prev: 0.4%	6,581 SH	Decreased-66 SH

Sold (vs prior filing)

AMERICAN EXPRESS CO — $257K
ARISTA NETWORKS INC — $401K
BANK AMERICA CORP — $4.4M
DOORDASH INC — $1.4M
ETF SER SOLUTIONS — $392K
EXXON MOBIL CORP — $630K
IES HLDGS INC — $326K
JPMORGAN CHASE & CO. — $242K
NETFLIX INC — $3.6M
NEURONETICS INC — $70K
NUVEEN NEW YORK AMT QLT MUNI — $378K
ORACLE CORP — $245K
PALANTIR TECHNOLOGIES INC — $278K
PRIMORIS SVCS CORP — $648K
SELECT SECTOR SPDR TR — $873K
SELECT SECTOR SPDR TR — $3.9M
SOFI TECHNOLOGIES INC — $312K
SPDR SERIES TRUST — $4.9M
STERLING INFRASTRUCTURE INC — $267K
TAIWAN SEMICONDUCTOR MFG LTD — $453K
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001836266-26-000001	$187.9M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000859	$217.6M	View
Oct 27, 2025	Q3 2025