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David J Yvars Group
David J Yvars Group is an institution, managing $186.7M across 93 long positions as of Q3 2025 with 53% ETF concentration, 65% concentrated in top 10 holdings, and 20% allocation to IVV.
- Portfolio Value
- $186.7M
- Positions
- 93
- Top Holding
- IVV at 20.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in David J Yvars Group's portfolio (65.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.8M | 20.24% | +$255.0K Bought | — 56.4K shares | |
ETF ETF | $17.1M | 9.14% | -$39.6K Sold | — 28.4K shares | |
Semiconductors Technology | $16.6M | 8.90% | -$777.8K Sold | 0.00% 89.1K shares | |
Software - Infrastructure Technology | $13.1M | 7.04% | -$30.6K Sold | 0.00% 25.4K shares | |
ETF ETF | $8.6M | 4.61% | -$847.8K Sold | — 131.9K shares | |
ETF ETF | $6.5M | 3.50% | -$162.1K Sold | — 81.4K shares | |
ETF ETF | $6.0M | 3.20% | +$423.0K Bought | — 53.5K shares | |
Internet Content & Information Communication Services | $5.6M | 2.98% | -$134.7K Sold | 0.00% 8.0K shares | |
Consumer Electronics Technology | $5.5M | 2.95% | -$5.6K Sold | 0.00% 21.6K shares | |
ETF ETF | $4.9M | 2.65% | +$32.9K Bought | — 54.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in David J Yvars Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-87.65% | |
-62.41% | |
-38.98% |
Analytics
Portfolio insights and performance metrics for David J Yvars Group
GthenA