Notify me when David J Yvars Group files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 93 | $186,694,972 | +$9,727,246 | -$6,293,298 | +$3,433,948 | IVV, QQQ, NVDA, MSFT, IJH | 13F-HR | 27 Oct 2025, 13:33 |
| Q2 2025 | 82 | $170,685,468 | +$27,651,448 | -$4,845,247 | +$22,806,201 | IVV, QQQ, NVDA, MSFT, IJH | 13F-HR | 09 Jul 2025, 15:27 |
| Q1 2025 | 67 | $127,105,224 | +$8,509,668 | -$37,732,915 | -$29,223,247 | IVV, QQQ, NVDA, MSFT, IJH | 13F-HR | 16 Apr 2025, 21:48 |
| Q4 2024 | 78 | $163,924,266 | +$15,254,877 | -$16,636,304 | -$1,381,427 | IVV, QQQ, NVDA, MSFT, SOXX | 13F-HR | 13 Jan 2025, 19:21 |
| Q3 2024 | 80 | $161,492,513 | +$7,394,859 | -$8,191,664 | -$796,805 | IVV, NVDA, QQQ, MSFT, SOXX | 13F-HR | 31 Oct 2024, 14:06 |
| Q2 2024 | 78 | $159,822,763 | +$21,698,237 | -$8,892,137 | +$12,806,100 | IVV, NVDA, QQQ, MSFT, SOXX | 13F-HR | 22 Jul 2024, 17:50 |
| Q1 2024 | 76 | $148,307,576 | +$29,357,283 | -$12,306,908 | +$17,050,375 | IVV, MSFT, QQQ, NVDA, SOXX | 13F-HR | 11 Apr 2024, 10:01 |
| Q4 2023 | 74 | $124,320,829 | +$6,583,539 | -$16,317,318 | -$9,733,779 | IVV, QQQ, MSFT, NVDA, AAPL | 13F-HR | 09 Jan 2024, 17:47 |
| Q3 2023 | 78 | $119,852,562 | +$9,868,995 | -$4,957,991 | +$4,911,004 | IVV, QQQ, MSFT, NVDA, AAPL | 13F-HR | 13 Oct 2023, 21:16 |
| Q2 2023 | 81 | $121,031,709 | +$19,242,936 | -$17,854,387 | +$1,388,549 | IVV, MSFT, QQQ, AAPL, IJH | 13F-HR | 10 Jul 2023, 21:21 |
| Q1 2023 | 79 | $110,654,192 | +$41,932,438 | -$16,357,932 | +$25,574,506 | IVV, MSFT, IJH, AAPL, CWB | 13F-HR | 19 Apr 2023, 20:21 |
| Q4 2022 | 66 | $79,798,318 | +$3,798,856 | -$19,267,142 | -$15,468,286 | IVV, MSFT, ABBV, IJH, CWB | 13F-HR | 17 Jan 2023, 21:40 |
| Q3 2022 | 66 | $89,988,000 | +$23,926,560 | -$1,807,062 | +$22,119,498 | IVV, MSFT, XLK, ABBV, CWB | 13F-HR | 26 Oct 2022, 10:29 |
| Q2 2022 | 62 | $73,527,000 | +$2,932,135 | -$57,295,206 | -$54,363,071 | IVV, MSFT, ABBV, IJH, CWB | 13F-HR | 15 Jul 2022, 09:52 |
| Q1 2022 | 80 | $143,729,000 | +$57,075,374 | -$64,948,206 | -$7,872,832 | IVV, MSFT, ABBV, MATX, BRKB | 13F-HR | 20 Apr 2022, 20:45 |
| Q4 2021 | 81 | $161,931,000 | +$9,795,710 | -$18,360,898 | -$8,565,188 | IVV, MSFT, AMZN, CROX, ENTG | Restatement | 21 Jan 2022, 19:11 |
| Q3 2021 | 84 | $163,460,000 | +$11,894,684 | -$27,368,681 | -$15,473,997 | IVV, MSFT, CROX, AMZN, NFLX | 13F-HR | 18 Oct 2021, 10:48 |
| Q2 2021 | 90 | $177,971,000 | +$15,504,717 | -$9,779,929 | +$5,724,788 | IVV, MSFT, AMZN, CROX, FIVE | 13F-HR | 20 Jul 2021, 21:56 |
| Q1 2021 | 82 | $157,033,000 | +$34,250,814 | -$28,893,042 | +$5,357,772 | IVV, MSFT, AMZN, FIVE, NFLX | 13F-HR | 19 Apr 2021, 10:10 |
| Q4 2020 | 79 | $147,585,000 | $0 | $0 | $0 | IVV, MSFT, NVDA, AMZN, JD | 13F-HR | 19 Jan 2021, 21:19 |