David J Yvars Group
Q1 2025 13F Holdings
- Locationuniversity park, FL
- Num holdings
67
- Value ($000)
$127,105
- Date Filed04/17/2025
- Form type13F-HR
- CIK0001836266
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.20M | 25 % | 55,528 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.32M | 11 % | 28,395 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.14M | 8 % | 93,493 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.15M | 7 % | 24,372 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $5.06M | 4 % | 86,787 | ||
AAPL APPLE INC | COM | 037833100 | $4.75M | 4 % | 21,375 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $4.63M | 4 % | 8,416 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $4.32M | 3 % | 56,360 | ||
BAC BANK AMERICA CORP | COM | 060505104 | $3.55M | 3 % | 84,981 | ||
PANW PALO ALTO NETWORKS INC | COM | 697435105 | $2.86M | 2 % | 16,779 |
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