David J Yvars Group

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$161M
Signature - Title
David J. Yvars - CEO
Location
University Park, FL
Summary
This page shows a list of all the recent 13F filings made by David J Yvars Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. David J Yvars Group reported 80 stock holdings with total value $161M as of Q3 2024. Top holdings included IVV, NVDA, QQQ, MSFT, and SOXX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 80 $161M +$7.39M -$8.19M -$797K IVV, NVDA, QQQ, MSFT, SOXX 13F-HR 10/31/2024, 02:06 PM
Q2 2024 78 $160M +$21.7M -$8.89M +$12.8M IVV, NVDA, QQQ, MSFT, SOXX 13F-HR 7/22/2024, 05:50 PM
Q1 2024 76 $148M +$29.4M -$12.3M +$17.1M IVV, MSFT, QQQ, NVDA, SOXX 13F-HR 4/11/2024, 10:01 AM
Q4 2023 74 $124M +$6.58M -$16.3M -$9.73M IVV, QQQ, MSFT, NVDA, AAPL 13F-HR 1/9/2024, 05:47 PM
Q3 2023 78 $120M +$9.87M -$4.96M +$4.91M IVV, QQQ, MSFT, NVDA, AAPL 13F-HR 10/13/2023, 09:16 PM
Q2 2023 81 $121M +$19.2M -$17.9M +$1.39M IVV, MSFT, QQQ, AAPL, IJH 13F-HR 7/10/2023, 09:21 PM
Q1 2023 79 $111M +$41.9M -$16.4M +$25.6M IVV, MSFT, IJH, AAPL, CWB 13F-HR 4/19/2023, 08:21 PM
Q4 2022 66 $79.8M +$3.8M -$19.3M -$15.5M IVV, MSFT, ABBV, IJH, CWB 13F-HR 1/17/2023, 09:40 PM
Q3 2022 66 $90M +$23.9M -$1.81M +$22.1M IVV, MSFT, XLK, ABBV, CWB 13F-HR 10/26/2022, 10:29 AM
Q2 2022 62 $73.5M +$2.93M -$57.3M -$54.4M IVV, MSFT, ABBV, IJH, CWB 13F-HR 7/15/2022, 09:52 AM
Q1 2022 80 $144M +$57.1M -$64.9M -$7.87M IVV, MSFT, ABBV, MATX, BRKB 13F-HR 4/20/2022, 08:45 PM
Q4 2021 81 $162M +$9.8M -$18.4M -$8.57M IVV, MSFT, AMZN, CROX, ENTG Restatement 1/21/2022, 07:11 PM
Q3 2021 84 $163M +$11.9M -$27.4M -$15.5M IVV, MSFT, CROX, AMZN, NFLX 13F-HR 10/18/2021, 10:48 AM
Q2 2021 90 $178M +$15.5M -$9.78M +$5.72M IVV, MSFT, AMZN, CROX, FIVE 13F-HR 7/20/2021, 09:56 PM
Q1 2021 82 $157M +$34.3M -$28.9M +$5.36M IVV, MSFT, AMZN, FIVE, NFLX 13F-HR 4/19/2021, 10:10 AM
Q4 2020 79 $148M $0 $0 IVV, MSFT, NVDA, AMZN, JD 13F-HR 1/19/2021, 09:19 PM