David J Yvars Group
Q2 2025 13F Holdings
- Locationuniversity park, FL
- Num holdings
83
- Value ($000)
$170,706
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $34.81M | 20 % | 56,065 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.71M | 9 % | 28,479 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.73M | 9 % | 93,249 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.66M | 7 % | 25,446 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.99M | 5 % | 144,933 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $6.35M | 4 % | 83,460 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $6.26M | 4 % | 8,162 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $5.45M | 3 % | 49,727 | ||
SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 | $4.49M | 3 % | 54,322 | ||
AAPL APPLE INC | COM | 037833100 | $4.44M | 3 % | 21,626 |
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