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: $211.9M105 positionsView on SEC.gov

			% of Portfolio
ADVANCED ENERGY INDS	COM	$748K	0.4%Prev: 0.2%	2,005 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$606K	0.3%	1,044 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.9%Prev: 0.5%	5,410 SH	Increased+608 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.8%Prev: 0.4%	4,661 SH	Increased+450 SH
AMAZON COM INC	COM	$1.7M	0.8%Prev: 1.0%	7,266 SH	Decreased-897 SH
AMERICAN ELEC PWR CO INC	COM	$456K	0.2%Prev: 0.2%	3,336 SH	Increased
AMERICAN EXPRESS CO	COM	$222K	0.1%Prev: 0.2%	655 SH	Decreased-615 SH
APPLE INC	COM	$6.3M	3.0%Prev: 2.6%	21,889 SH	Increased+263 SH
APPLIED MATLS INC	COM	$463K	0.2%	640 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$294K	0.1%	148 SH	New
AT&T INC	COM	$248K	0.1%Prev: 0.2%	12,003 SH	Decreased-1,881 SH
BANK OF AMER CORP	COM	$4.8M	2.3%	84,060 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$266K	0.1%	531 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$931K	0.4%Prev: 0.5%	97,410 SH	Increased+3,809 SH
BLACKROCK ENHANCED LARGE CAP	COM	$452K	0.2%Prev: 0.2%	17,274 SH	Increased-2,245 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$172K	0.1%	13,950 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS	$1.1M	0.5%Prev: 0.6%	22,303 SH	Increased-5,742 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$125K	0.1%Prev: 0.1%	13,790 SH	Increased+366 SH
BLOOM ENERGY CORP	COM CL A	$4.1M	2.0%	13,708 SH	New
BROADCOM INC	COM	$2.5M	1.2%	6,560 SH	New
CALAMOS STRATEGIC TOTAL RETU	COM SH BEN INT	$924K	0.4%Prev: 0.3%	45,208 SH	Increased+18,087 SH
CATERPILLAR INC	COM	$1.4M	0.7%Prev: 0.3%	1,361 SH	Increased+83 SH
COLUMBIA SELIGM PREM TECH GR	COM	$660K	0.3%Prev: 0.2%	12,254 SH	Increased-210 SH
COMFORT SYS USA INC	COM	$476K	0.2%	240 SH	New
CONSOLIDATED EDISON INC	COM	$869K	0.4%Prev: 0.5%	7,852 SH	Increased-38 SH
DIGITAL RLTY TR INC	COM	$205K	0.1%	1,141 SH	New
DOMINION ENERGY INC	COM	$233K	0.1%	3,417 SH	New
EATON VANCE ENHANCED EQUITY	COM	$652K	0.3%	33,185 SH	New
EATON VANCE RISK-MANAGED DIV	COM	$313K	0.1%Prev: 0.2%	37,882 SH	Increased+4,702 SH
EATON VANCE TAX-MANAGED DIVE	COM	$899K	0.4%Prev: 0.4%	62,104 SH	Increased+21,482 SH
EATON VANCE TAX-MANAGED GLOB	COM	$938K	0.4%Prev: 0.4%	96,898 SH	Increased+17,774 SH
ELI LILLY & CO	COM	$1.1M	0.5%Prev: 0.4%	893 SH	Increased+13 SH
EQUINIX INC	COM	$335K	0.2%	321 SH	New
ETF SER SOLUTIONS	DEFIA QUANT ETF	$1.3M	0.6%	8,098 SH	New
EXXON MOBIL CORP	COM	$922K	0.4%Prev: 0.4%	6,745 SH	Increased+1,125 SH
FORTINET INC	COM	$389K	0.2%Prev: 0.1%	2,530 SH	Increased+180 SH
GE AEROSPACE	COM NEW	$766K	0.4%Prev: 0.2%	2,048 SH	Increased+625 SH
GLOBAL X FDS	ARTIFICIAL ETF	$1.1M	0.5%Prev: 0.5%	17,455 SH	Increased-3,420 SH
GLOBAL X FDS	DEFENSE TECH ETF	$251K	0.1%Prev: 0.2%	4,211 SH	Decreased-2,234 SH
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$236K	0.1%Prev: 0.2%	21,740 SH	Decreased-723 SH
GUGGENHEIM TAXABLE MUNICP BO	COM	$466K	0.2%Prev: 0.3%	32,315 SH	Decreased-1,384 SH
HOME DEPOT INC	COM	$365K	0.2%Prev: 0.2%	1,036 SH	Increased+51 SH
HOWMET AEROSPACE INC	COM	$834K	0.4%Prev: 0.3%	3,101 SH	Increased-54 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$276K	0.1%Prev: 0.1%	11,800 SH	Increased
INVESCO EXCHANGE TRADED FD T	NASDAQ INTERNT	$794K	0.4%Prev: 0.7%	17,415 SH	Decreased-5,684 SH
INVESCO QQQ TR	UNIT SER 1	$22.9M	10.8%Prev: 9.2%	31,042 SH	Increased+2,563 SH
ISHARES SILVER TR	ISHARES	$260K	0.1%	4,867 SH	New
ISHARES TR	CORE HIGH DV ETF	$658K	0.3%Prev: 0.3%	24,022 SH	Increased+19,119 SH
ISHARES TR	CORE MSCI INTL	$7.6M	3.6%Prev: 3.7%	85,913 SH	Increased+2,453 SH
ISHARES TR	CORE S&P MCP ETF	$10.6M	5.0%Prev: 5.3%	137,771 SH	Increased-7,162 SH
ISHARES TR	CORE S&P SCP ETF	$3.2M	1.5%Prev: 1.2%	21,393 SH	Increased+2,326 SH
ISHARES TR	CORE S&P TTL STK	$205K	0.1%	1,248 SH	New
ISHARES TR	CORE S&P500 ETF	$44.2M	20.9%Prev: 20.4%	59,043 SH	Increased+2,978 SH
ISHARES TR	CORE US AGGBD ET	$236K	0.1%	2,383 SH	New
ISHARES TR	IBOXX HI YD ETF	$2.9M	1.4%Prev: 1.5%	36,873 SH	Increased+6,133 SH
ISHARES TR	IBOXX INV CP ETF	$6.7M	3.1%Prev: 3.2%	61,166 SH	Increased+11,439 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.5%Prev: 0.6%	11,069 SH	Increased-660 SH
ISHARES TR	MSCI EMG MKT ETF	$651K	0.3%Prev: 0.2%	9,516 SH	Increased+1,444 SH
ISHARES TR	S&P 500 GRWT ETF	$282K	0.1%Prev: 0.1%	2,048 SH	Increased-148 SH
ISHARES TR	S&P 500 VAL ETF	$264K	0.1%Prev: 0.1%	1,162 SH	Increased+60 SH
ISHARES TR	SELECT DIVID ETF	$2.3M	1.1%Prev: 1.0%	14,515 SH	Increased+1,426 SH
JOHNSON & JOHNSON	COM	$264K	0.1%	1,038 SH	New
JPMORGAN CHASE & CO	COM	$251K	0.1%	768 SH	New
LAM RESEARCH CORP	COM NEW	$906K	0.4%	2,090 SH	New
MARVELL TECHNOLOGY INC	COM	$407K	0.2%	1,365 SH	New
MASTERCARD INCORPORATED	CL A	$239K	0.1%Prev: 0.1%	465 SH	Increased+53 SH
META PLATFORMS INC	CL A	$888K	0.4%Prev: 1.9%	1,576 SH	Decreased-2,798 SH
MICRON TECHNOLOGY INC	COM	$854K	0.4%	740 SH	New
MICROSOFT CORP	COM	$8.6M	4.0%Prev: 7.4%	22,938 SH	Decreased-2,508 SH
MONGODB INC	CL A	$228K	0.1%	678 SH	New
NETFLIX INC.	COM	$419K	0.2%	5,865 SH	New
NEURONETICS INC	COM	$36K	0.0%Prev: 0.0%	27,550 SH	Decreased+3,475 SH
NORFOLK SOUTHN CORP	COM	$500K	0.2%Prev: 0.2%	1,590 SH	Increased
NUVEEN AMT FREE MUN CR INC F	COM	$410K	0.2%	32,050 SH	New
NUVEEN CORE EQUITY ALPHA FD	COM	$175K	0.1%Prev: 0.1%	11,000 SH	Increased
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$325K	0.2%	25,625 SH	New
NUVEEN MUN HIGH INCOME OPPOR	COM	$164K	0.1%	15,508 SH	New
NUVEEN NY DIVI ADV	COM	$119K	0.1%	10,112 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$234K	0.1%	19,300 SH	New
NVIDIA CORPORATION	COM	$18.0M	8.5%Prev: 8.6%	90,175 SH	Increased-3,074 SH
PALO ALTO NETWORKS INC	COM	$4.1M	1.9%Prev: 1.9%	12,100 SH	Increased-3,518 SH
PGIM HIGH YIELD BOND FUND IN	COM	$150K	0.1%	11,451 SH	New
PROSHARES TR II	ULSHT BLOOMB OIL	$214K	0.1%	6,100 SH	New
ROYCE SMALL CAP TRUST INC	COM	$518K	0.2%Prev: 0.3%	28,164 SH	Increased-1,350 SH
RTX CORPORATION	COM	$252K	0.1%	1,329 SH	New
SALESFORCE INC	COM	$205K	0.1%Prev: 0.7%	1,310 SH	Decreased-2,853 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$5.4M	2.6%	28,492 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$893K	0.4%	19,508 SH	New
SOUTHERN CO	COM	$654K	0.3%Prev: 0.4%	6,830 SH	Decreased-407 SH
SPDR GOLD TR	GOLD SHS	$309K	0.1%Prev: 0.2%	840 SH	Increased-104 SH
SPDR SERIES TRUST	ST STR CONV ETF	$7.0M	3.3%	65,077 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$2.9M	1.4%Prev: 3.7%	6,284 SH	Decreased-1,878 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$762K	0.4%	1,596 SH	New
TESLA INC	COM	$479K	0.2%Prev: 0.2%	1,138 SH	Increased-10 SH
TWILIO INC	CL A	$221K	0.1%	1,070 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$256K	0.1%Prev: 0.1%	8,768 SH	Increased+653 SH
VANGUARD INDEX FDS	GROWTH ETF	$283K	0.1%Prev: 0.1%	3,282 SH	Increased+2,735 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.3M	0.6%Prev: 0.7%	3,844 SH	Increased-191 SH
VANGUARD INDEX FDS	MID CAP ETF	$438K	0.2%Prev: 0.2%	5,437 SH	Increased+4,194 SH
VANGUARD INDEX FDS	SMALL CP ETF	$266K	0.1%	879 SH	New
VANGUARD WORLD FD	INF TECH ETF	$223K	0.1%	1,868 SH	New
VIRTUS ARTIFICIAL INTELLIGEN	COM	$242K	0.1%Prev: 0.2%	8,617 SH	Decreased-3,268 SH
VIRTUS EQUITY & CONV INCM FD	COM	$690K	0.3%Prev: 0.1%	25,699 SH	Increased+16,519 SH
VISA INC	COM CL A	$224K	0.1%Prev: 0.1%	653 SH	Increased+29 SH
WALMART INC	COM	$745K	0.4%Prev: 0.4%	6,576 SH	Increased-66 SH

Sold (vs prior filing)

BANK AMERICA CORP — $4.0M
DOORDASH INC — $1.2M
ETF SER SOLUTIONS — $344K
JPMORGAN CHASE & CO. — $223K
LIBERTY ALL STAR EQUITY FD — $185K
MERCADOLIBRE INC — $310K
NETFLIX INC — $3.8M
NUVEEN NEW YORK AMT QLT MUNI — $367K
PALANTIR TECHNOLOGIES INC — $1.7M
PUTNAM PREMIER INCOME TR — $20K
SELECT SECTOR SPDR TR — $817K
SELECT SECTOR SPDR TR — $3.0M
SERVICENOW INC — $447K
SPDR SERIES TRUST — $4.5M
TAIWAN SEMICONDUCTOR MFG LTD — $330K
VANGUARD INDEX FDS — $225K

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