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: $178.9M91 positionsView on SEC.gov

			% of Portfolio
ADVANCED ENERGY INDS	COM	$647K	0.4%	2,005 SH	New
ADVANCED MICRO DEVICES INC	COM	$246K	0.1%	1,209 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.8%Prev: 0.5%	4,884 SH	Increased+372 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.7%Prev: 0.3%	4,596 SH	Increased+2,459 SH
AMAZON COM INC	COM	$1.6M	0.9%Prev: 1.0%	7,726 SH	Increased+1,374 SH
AMERICAN ELEC PWR CO INC	COM	$437K	0.2%Prev: 0.3%	3,336 SH	Increased
APPLE INC	COM	$5.5M	3.1%Prev: 3.7%	21,713 SH	Increased+338 SH
APPLIED MATLS INC	COM	$222K	0.1%	650 SH	New
AT&T INC	COM	$353K	0.2%Prev: 0.3%	12,164 SH	Decreased-1,348 SH
BANK AMERICA CORP	COM	$4.1M	2.3%Prev: 2.8%	83,813 SH	Increased-1,168 SH
BLACKROCK ENHANCED EQUITY DI	COM	$826K	0.5%Prev: 0.6%	96,561 SH	Increased+3,935 SH
BLACKROCK ENHANCED LARGE CAP	COM	$360K	0.2%Prev: 0.3%	17,116 SH	Decreased-2,368 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$161K	0.1%	13,950 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS	$1.1M	0.6%Prev: 0.7%	31,142 SH	Increased+3,256 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$90K	0.1%Prev: 0.1%	13,689 SH	Increased+1,325 SH
BLOOM ENERGY CORP	COM CL A	$1.9M	1.0%	13,703 SH	New
BROADCOM INC	COM	$1.2M	0.7%	3,992 SH	New
CALAMOS STRATEGIC TOTAL RETU	COM SH BEN INT	$730K	0.4%Prev: 0.3%	43,392 SH	Increased+17,991 SH
CATERPILLAR INC	COM	$975K	0.5%	1,377 SH	New
COLUMBIA SELIGM PREM TECH GR	COM	$705K	0.4%Prev: 0.3%	18,583 SH	Increased+5,032 SH
COMFORT SYS USA INC	COM	$234K	0.1%	170 SH	New
CONSOLIDATED EDISON INC	COM	$887K	0.5%Prev: 0.7%	7,841 SH	Increased-49 SH
DOMINION ENERGY INC	COM	$211K	0.1%Prev: 0.2%	3,415 SH	Decreased-793 SH
EATON VANCE ENHANCED EQUITY	COM	$404K	0.2%	21,500 SH	New
EATON VANCE RISK-MANAGED DIV	COM	$329K	0.2%Prev: 0.2%	40,246 SH	Increased+12,382 SH
EATON VANCE TAX-MANAGED DIVE	COM	$654K	0.4%Prev: 0.4%	48,291 SH	Increased+8,152 SH
EATON VANCE TAX-MANAGED GLOB	COM	$805K	0.5%Prev: 0.3%	93,961 SH	Increased+42,277 SH
ELI LILLY & CO	COM	$821K	0.5%Prev: 0.6%	893 SH	Increased-92 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$453K	0.3%Prev: 0.3%	4,226 SH	Increased-1,126 SH
EXXON MOBIL CORP	COM	$1.2M	0.7%Prev: 0.5%	7,202 SH	Increased+1,583 SH
FORTINET INC	COM	$207K	0.1%Prev: 0.2%	2,530 SH	Decreased+180 SH
GE AEROSPACE	COM NEW	$869K	0.5%	3,063 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$876K	0.5%Prev: 1.9%	18,780 SH	Decreased-48,915 SH
GLOBAL X FDS	DEFENSE TECH ETF	$1.1M	0.6%	16,175 SH	New
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$233K	0.1%Prev: 0.3%	21,467 SH	Decreased-796 SH
GUGGENHEIM TAXABLE MUNICP BO	COM	$466K	0.3%Prev: 0.4%	32,632 SH	Decreased-757 SH
HOME DEPOT INC	COM	$341K	0.2%Prev: 0.3%	1,036 SH	Decreased+38 SH
HOWMET AEROSPACE INC	COM	$802K	0.4%	3,480 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$251K	0.1%Prev: 0.2%	11,800 SH	Decreased
INVESCO EXCHANGE TRADED FD T	NASDAQ INTERNT	$837K	0.5%Prev: 0.9%	18,721 SH	Decreased-6,293 SH
INVESCO QQQ TR	UNIT SER 1	$18.1M	10.1%Prev: 10.5%	31,313 SH	Increased+2,918 SH
ISHARES SILVER TR	ISHARES	$332K	0.2%	4,869 SH	New
ISHARES TR	CORE HIGH DV ETF	$671K	0.4%Prev: 0.5%	4,947 SH	Increased+168 SH
ISHARES TR	CORE MSCI INTL	$7.1M	4.0%	85,465 SH	New
ISHARES TR	CORE S&P MCP ETF	$9.2M	5.2%Prev: 4.0%	136,518 SH	Increased+49,731 SH
ISHARES TR	CORE S&P SCP ETF	$2.5M	1.4%Prev: 0.6%	20,328 SH	Increased+12,525 SH
ISHARES TR	CORE S&P500 ETF	$38.9M	21.8%Prev: 24.5%	59,583 SH	Increased+4,055 SH
ISHARES TR	IBOXX HI YD ETF	$3.0M	1.7%Prev: 1.5%	37,923 SH	Increased+13,996 SH
ISHARES TR	IBOXX INV CP ETF	$6.7M	3.8%Prev: 0.8%	61,780 SH	Increased+52,794 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.6%	11,335 SH	New
ISHARES TR	MSCI EMG MKT ETF	$451K	0.3%	7,947 SH	New
ISHARES TR	S&P 500 GRWT ETF	$234K	0.1%	2,067 SH	New
ISHARES TR	S&P 500 VAL ETF	$247K	0.1%	1,172 SH	New
ISHARES TR	SELECT DIVID ETF	$2.1M	1.2%Prev: 1.2%	13,692 SH	Increased+2,462 SH
JOHNSON & JOHNSON	COM	$259K	0.1%	1,058 SH	New
JPMORGAN CHASE & CO	COM	$226K	0.1%	768 SH	New
META PLATFORMS INC	CL A	$976K	0.5%Prev: 2.0%	1,706 SH	Decreased-2,666 SH
MICRON TECHNOLOGY INC	COM	$255K	0.1%	755 SH	New
MICROSOFT CORP	COM	$9.5M	5.3%Prev: 7.2%	25,659 SH	Increased+1,287 SH
NETFLIX INC.	COM	$564K	0.3%	5,865 SH	New
NEURONETICS INC	COM	$29K	0.0%Prev: 0.1%	20,300 SH	Decreased-4,200 SH
NORFOLK SOUTHN CORP	COM	$456K	0.3%Prev: 0.3%	1,590 SH	Increased
NUVEEN AMT FREE MUN CR INC F	COM	$200K	0.1%	16,250 SH	New
NUVEEN CORE EQUITY ALPHA FD	COM	$155K	0.1%Prev: 0.1%	11,000 SH	Decreased
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$327K	0.2%	26,850 SH	New
NUVEEN NEW JERSEY	COM	$158K	0.1%	12,808 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$197K	0.1%	17,100 SH	New
NVIDIA CORPORATION	COM	$15.6M	8.7%Prev: 8.0%	89,708 SH	Increased-3,785 SH
PALANTIR TECHNOLOGIES INC	CL A	$239K	0.1%	1,637 SH	New
PALO ALTO NETWORKS INC	COM	$2.0M	1.1%Prev: 2.3%	12,572 SH	Decreased-4,207 SH
PGIM HIGH YIELD BOND FUND IN	COM	$148K	0.1%	11,244 SH	New
ROYCE SMALL CAP TRUST INC	COM	$458K	0.3%Prev: 0.3%	28,164 SH	Increased
RTX CORPORATION	COM	$245K	0.1%	1,269 SH	New
SALESFORCE INC	COM	$252K	0.1%Prev: 0.7%	1,350 SH	Decreased-1,875 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.8M	2.1%	28,495 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$894K	0.5%	19,475 SH	New
SERVICENOW INC	COM	$211K	0.1%Prev: 0.3%	2,020 SH	Decreased+1,585 SH
SOUTHERN CO	COM	$669K	0.4%Prev: 0.5%	6,935 SH	Increased-298 SH
SPDR GOLD TR	GOLD SHS	$361K	0.2%Prev: 0.2%	840 SH	Increased-110 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.7M	3.2%	62,571 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$3.4M	1.9%Prev: 3.6%	7,077 SH	Decreased-1,339 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$501K	0.3%	1,483 SH	New
TESLA INC	COM	$423K	0.2%Prev: 0.2%	1,138 SH	Increased-10 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$433K	0.2%Prev: 0.2%	15,077 SH	Increased+7,077 SH
VANGUARD INDEX FDS	GROWTH ETF	$239K	0.1%Prev: 0.2%	547 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.6%Prev: 0.8%	3,802 SH	Increased-233 SH
VANGUARD INDEX FDS	MID CAP ETF	$353K	0.2%Prev: 0.3%	1,228 SH	Increased-15 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$239K	0.1%Prev: 0.2%	399 SH	Increased+3 SH
VIRTUS ARTIFICIAL INTELLIGEN	COM	$265K	0.1%Prev: 0.2%	12,383 SH	Decreased-910 SH
VIRTUS EQUITY & CONV INCM FD	COM	$482K	0.3%	20,654 SH	New
WALMART INC	COM	$816K	0.5%Prev: 0.5%	6,566 SH	Increased-67 SH

Sold (vs prior filing)

AMERICAN EXPRESS CO — $209K
DOXIMITY INC — $1.0M
LIBERTY ALL STAR EQUITY FD — $148K
NETFLIX INC — $2.4M
NUVEEN NEW YORK AMT QLT MUNI — $382K
PFIZER INC — $212K
SELECT SECTOR SPDR TR — $781K
SELECT SECTOR SPDR TR — $2.7M
SPDR SER TR — $4.3M
VISA INC — $219K

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