Fund HoldingsDavid J Yvars Group

Total Portfolio Value
$148.31M
Total Bought
$28.17M
Total Sold
$17.85M
Net Transaction
+$10.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)11,82310,958-8655,8559,9016.68%+4,046
CADENCE DESIGN SYSTEM INC(CDNS)012,070+12,07003,7572.53%+3,757
CROWDSTRIKE HLDGS INC(CRWD)011,572+11,57203,7102.50%+3,710
ARM HOLDINGS PLC022,349+22,34902,7931.88%+2,793
CLOUDFLARE INC(NET)027,920+27,92002,7031.82%+2,703
PALO ALTO NETWORKS INC(PANW)08,014+8,01402,2771.54%+2,277
ISHARES TR55,11053,713-1,39726,32228,23819.04%+1,916
ATLASSIAN CORPORATION08,942+8,94201,7451.18%+1,745
SPOTIFY TECHNOLOGY S A(SPOT)21,26321,427+1643,9965,6553.81%+1,659
MICROSOFT CORP(MSFT)24,66425,431+7679,27410,7007.21%+1,425
SYNOPSYS INC(SNPS)5002,534+2,0342571,4480.98%+1,191
ISHARES TR8,53526,713+18,1784,9176,0354.07%+1,118
NOVO-NORDISK A S(NVO)28,17231,034+2,8622,9143,9852.69%+1,070
INVESCO QQQ TR23,44523,948+5039,60110,6337.17%+1,032
SALESFORCE INC(CRM)16,31016,562+2524,2924,9883.36%+696
ELI LILLY & CO(LLY)9061,391+4855281,0820.73%+554
ISHARES TR18,99494,688+75,6945,2645,7513.88%+487
BANK AMERICA CORP105,365102,010-3,3553,5483,8682.61%+321
META PLATFORMS INC(META)1,2131,522+3094297390.50%+310
SELECT SECTOR SPDR TR
ST STR TECHN ETF
12,15012,657+5072,3392,6361.78%+297
AMAZON COM INC(AMZN)6,5196,709+1909911,2100.82%+219
ISHARES TR8,7889,941+1,1531,0311,2230.82%+192
ADVANCED MICRO DEVICES INC(AMD)3,7373,73705516740.45%+124
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
32,72032,550-1701,1801,2980.88%+118
NEURONETICS INC74,93069,720-5,2102173320.22%+115
ISHARES TR23,83225,101+1,2691,8441,9511.32%+107
GUGGENHEIM STRATEGIC OPPORTU(GOF)57,37157,489+1187348190.55%+85
ISHARES TR9,3289,897+5691,0101,0940.74%+84
VANGUARD INDEX FDS4,0254,007-188789610.65%+83
EXXON MOBIL CORP5,0055,00505005820.39%+81
WALMART INC(WMT)2,4527,533+5,0813874530.31%+67
BLACKROCK ENHANCED EQUITY DI(BDJ)113,114113,962+8488759410.63%+66
SERVICENOW INC(NOW)460510+503253890.26%+64
NETFLIX INC(NFLX)50050002433040.20%+60
ISHARES TR7,2897,953+6648078660.58%+60
JPMORGAN CHASE & CO(JPM)1,7571,75702993520.24%+53
ETF SER SOLUTIONS
DEFIA QUANT ETF
7,0427,047+53834330.29%+50
EATON VANCE TAX-MANAGED DIVE
COM
37,72637,884+1584595070.34%+48
UBS AG LONDON BRANCH30730702132590.17%+46
ORACLE CORP(ORCL)2,0912,09102202630.18%+42
CALAMOS STRATEGIC TOTAL RETU(CSQ)26,93127,072+1414044420.30%+38
HOME DEPOT INC(HD)95495403313660.25%+35
OCUGEN INC021,170+21,1700350.02%+35
NORFOLK SOUTHN CORP(NSC)1,5901,59003764050.27%+29
ALPHABET INC(GOOG)2,5572,55703603890.26%+29
LIBERTY ALL STAR EQUITY FD(USA)28,04728,719+6721792050.14%+26
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,25411,289+357137370.50%+24
ISHARES TR
CORE HIGH DV ETF
2,9022,895-72963190.22%+23
VANGUARD INDEX FDS1,2431,24302893110.21%+21
AMERICAN ELEC PWR CO INC4,1064,10603333540.24%+20
EATON VANCE TAX-MANAGED GLOB
COM
49,43949,605+1663834030.27%+20
FLEXSHARES TR
QUALT DIVD IDX
4,0604,06002502670.18%+17
FIDELITY COVINGTON TRUST5,9155,91502512670.18%+16
AT&T INC(T)16,53316,53302772910.20%+14
BLACKROCK ENHANCD CAP & INM(CII)23,85023,918+684534660.31%+13
NUVEEN NEW YORK AMT QLT MUNI(NRK)37,05037,05003904030.27%+13
SOUTHERN CO(SO)7,1477,152+55015130.35%+12
GABELLI EQUITY TR INC(GAB)22,01922,357+3381121230.08%+12
EATON VANCE RISK-MANAGED DIV14,68414,966+2821151250.08%+10
NEW AMER HIGH INCOME FD INC23,53923,953+4141661740.12%+9
LIBERTY ALL-STAR GROWTH FD I21,15721,565+4081121180.08%+7
VANECK ETF TRUST
FALLEN ANGEL HG
11,09111,192+1013193250.22%+6
NUVEEN CORE EQUITY ALPHA FD11,00011,00001491530.10%+5
GUGGENHEIM TAXABLE MUNICP BO42,52842,586+586916940.47%+3
ADVANCED ENERGY INDS2,0052,105+1002182150.14%-4
JOHNSON & JOHNSON(JNJ)1,3041,266-382042000.14%-4
CONSOLIDATED EDISON INC(ED)8,6628,614-487887820.53%-6
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
11,80011,80002512420.16%-9
SPDR SER TR
ST STR CONV ETF
63,70562,788-9174,5964,5863.09%-10
MCDONALDS CORP(MCD)948928-202812620.18%-19
ROYCE VALUE TR INC(RVT)38,58934,914-3,6755655280.36%-38
BLACKROCK INNOVATION AND GRW(BTX)22,34311,872-10,471164970.07%-67
TESLA INC(TSLA)1,1621,182+202892080.14%-81
MONGODB INC(MDB)2,6742,644-301,0939480.64%-145
ALPHABET INC(GOOG)4,9253,530-1,3956885330.36%-155
BAIDU INC2,0060-2,0062390-239
THE TRADE DESK INC(TTD)4,2550-4,2553060-306
APPLE INC(AAPL)28,47524,868-3,6075,4824,2642.88%-1,218
DYNATRACE INC(DT)48,5600-48,5602,6560-2,656
ADOBE INC(ADBE)5,2000-5,2003,1020-3,102
MERCADOLIBRE INC(MELI)2,0750-2,0753,2600-3,260
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