David J Yvars Group
CIK
1836266
City
UNIVERSITY PARK
State / Country
FL
Top Portfolio Positions
66 positions ·
$89,013,557 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
31,313 | $18,073,237 | 20.30% | |
| NVDA |
Nvidia Corp
Technology
|
89,708 | $15,645,075 | 17.58% | |
| MSFT |
Microsoft Corp
Technology
|
25,659 | $9,498,192 | 10.67% | |
| AAPL |
Apple Inc.
Technology
|
21,713 | $5,510,542 | 6.19% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
83,813 | $4,085,883 | 4.59% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
7,077 | $3,431,708 | 3.86% | |
| PANW |
Palo Alto Networks Inc
Technology
|
12,572 | $2,015,543 | 2.26% | |
| BE |
Bloom Energy Corp
Industrials
|
13,703 | $1,856,619 | 2.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,726 | $1,609,094 | 1.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,884 | $1,404,443 | 1.58% |
Portfolio Trend
Holdings in AIO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,120 | 12,383 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $264,175 | 12,146 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $287,687 | 11,972 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $294,985 | 11,885 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,234 | 13,293 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $299,717 | 12,154 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $256,433 | 11,672 | Shares | Sole | 2024-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||