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
22 quarters · across all stocks
Holdings in BTX
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,347 | 13,689 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $90,691 | 13,762 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $91,341 | 13,633 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $98,532 | 13,424 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $77,398 | 12,364 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $79,615 | 10,701 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $77,878 | 10,315 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $86,868 | 12,015 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $96,638 | 11,872 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $163,774 | 22,343 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $167,784 | 24,107 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $175,157 | 22,313 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $172,243 | 21,450 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $133,523 | 19,607 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $100,994 | 13,892 | Shares | Sole | 2022-10-26 | |
| No 13F history on record for this holder in this stock. | ||||||