David J Yvars Group

CIK: 0001836266SEC EDGAR →

Portfolio Value

$187.9M

Holdings

91

As of

Q4 2025

New Positions

91

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
QYLDCall

GLOBAL X FDS

295,700$52.0M
27.68%
2

ISHARES TR

59,692$40.9M
21.76%
3
NDQPut

INVESCO QQQ TR

32,231$19.3M
10.28%
4
NVDAPut

NVIDIA CORPORATION

123,733$17.1M
9.11%
5
MSFTPut

MICROSOFT CORP

26,704$12.3M
6.55%
6

ISHARES TR

136,168$9.0M
4.78%
7

ISHARES TR

86,596$7.1M
3.80%
8

ISHARES TR

59,642$6.6M
3.50%
9

APPLE INC

21,644$5.9M
3.13%
10

SPDR SERIES TRUST

61,257$5.5M
2.91%

Quarterly Changes

Top Buys

QYLDNEW
$52.0M
IVVNEW
$40.9M
NDQNEW
$19.3M
NVDANEW
$17.1M
MSFTNEW
$12.3M

Top Sells

No sells this quarter

New Positions (91)

$52.0M · 296K shares
$40.9M · 60K shares
$19.3M · 32K shares
$17.1M · 124K shares
$12.3M · 27K shares
$9.0M · 136K shares
$7.1M · 87K shares
$6.6M · 60K shares
$5.9M · 22K shares
$5.5M · 61K shares
$4.6M · 84K shares
$4.5M · 8K shares
$4.1M · 28K shares
$3.0M · 37K shares
$2.4M · 20K shares
$2.4M · 13K shares
$2.1M · 3K shares
$1.9M · 8K shares
$1.9M · 13K shares
$1.7M · 5K shares
$1.4M · 15K shares
$1.4M · 4K shares
$1.3M · 32K shares
$1.2M · 22K shares
$1.2M · 4K shares
$1.1M · 12K shares
$1.1M · 12K shares
$959K · 892 shares
$955K · 19K shares
$904K · 96K shares
$877K · 7K shares
$833K · 19K shares
$796K · 8K shares
$759K · 1K shares
$740K · 7K shares
$721K · 2K shares
$669K · 43K shares
$654K · 18K shares
$616K · 32K shares
$613K · 7K shares
$607K · 5K shares
$593K · 63K shares
$540K · 18K shares
$526K · 21K shares
$497K · 33K shares
$466K · 1K shares
$459K · 2K shares
$454K · 28K shares
$447K · 7K shares
$446K · 2K shares
$441K · 8K shares
$434K · 21K shares
$430K · 2K shares
$420K · 1K shares
$419K · 2K shares
$416K · 2K shares
$410K · 4K shares
$405K · 17K shares
$384K · 3K shares
$378K · 6K shares
$369K · 42K shares
$366K · 925 shares
$356K · 1K shares
$356K · 1K shares
$348K · 13K shares
$338K · 14K shares
$297K · 2K shares
$294K · 2K shares
$280K · 30K shares
$278K · 22K shares
$277K · 1K shares
$266K · 547 shares
$264K · 12K shares
$249K · 399 shares
$247K · 768 shares
$244K · 35K shares
$242K · 12K shares
$242K · 655 shares
$235K · 1K shares
$232K · 1K shares
$229K · 653 shares
$227K · 1K shares
$207K · 4K shares
$205K · 720 shares
$200K · 478 shares
$176K · 11K shares
$166K · 14K shares
$161K · 13K shares
$160K · 11K shares
$90K · 14K shares
$43K · 31K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services39$148.6M62.0%
Technology20$44.4M18.5%
Unknown6$23.4M9.7%
Communication Services7$11.8M4.9%
Industrials7$4.1M1.7%
Consumer Cyclical3$2.7M1.1%
Utilities4$2.0M0.8%
Healthcare3$1.2M0.5%
Energy1$877K0.4%
Consumer Defensive1$740K0.3%