David J Yvars Group - Portfolio overview

David J Yvars Group has 105 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 21.07%
  2. QQQ - INVESCO QQQ TR, 9.78%
  3. NVDA - NVIDIA CORPORATION, 8.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.