Fund HoldingsDavid J Yvars Group

Total Portfolio Value
$170.69M
Total Bought
$39.66M
Total Sold
$10.45M
Net Transaction
+$29.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR
CORE MSCI INTL
083,460+83,46006,3463.72%+6,346
NVIDIA CORPORATION(NVDA)93,49393,249-24410,13614,7328.63%+4,595
ISHARES TR8,98649,727+40,7419775,4503.19%+4,474
ISHARES TR86,787144,933+58,1465,0648,9895.27%+3,925
ISHARES TR55,52856,065+53731,20034,80920.39%+3,610
MICROSOFT CORP(MSFT)24,37225,446+1,0749,14912,6577.42%+3,507
INVESCO QQQ TR28,39528,479+8413,31515,7099.20%+2,394
PALANTIR TECHNOLOGIES INC(PLTR)012,349+12,34901,6830.99%+1,683
SPOTIFY TECHNOLOGY S A(SPOT)8,4168,162-2544,6296,2633.67%+1,634
NETFLIX INC(NFLX)2,5842,856+2722,4103,8252.24%+1,415
ISHARES TR7,80319,067+11,2648162,0841.22%+1,268
DOORDASH INC(DASH)04,900+4,90001,2080.71%+1,208
ISHARES TR011,729+11,72901,0480.61%+1,048
META PLATFORMS INC(META)4,3724,374+22,5203,2291.89%+709
ISHARES TR23,92730,740+6,8131,8882,4791.45%+592
HOWMET AEROSPACE INC(HWM)03,155+3,15505870.34%+587
AMAZON COM INC(AMZN)6,3528,163+1,8111,2091,7911.05%+582
CATERPILLAR INC(CAT)01,278+1,27804960.29%+496
BANK AMERICA CORP84,98184,98103,5464,0212.36%+475
ALPHABET INC(GOOG)2,1374,211+2,0743347470.44%+413
ISHARES TR08,072+8,07203890.23%+389
GLOBAL X FDS
DEFENSE TECH ETF
06,445+6,44503880.23%+388
GE AEROSPACE(GE)01,423+1,42303660.21%+366
SELECT SECTOR SPDR TR
ST STR TECHN ETF
13,04512,004-1,0412,6933,0401.78%+346
PALO ALTO NETWORKS INC(PANW)16,77915,618-1,1612,8633,1961.87%+333
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,455+1,45503300.19%+330
MERCADOLIBRE INC(MELI)0119+11903100.18%+310
SALESFORCE INC(CRM)3,2254,163+9388651,1350.67%+270
ADVANCED ENERGY INDS02,005+2,00502660.16%+266
ISHARES TR02,196+2,19602420.14%+242
ISHARES TR11,23013,089+1,8591,5051,7371.02%+232
MASTERCARD INCORPORATED(MA)0412+41202320.14%+232
JPMORGAN CHASE & CO.(JPM)0768+76802230.13%+223
VIRTUS EQUITY & CONV INCM FD
COM
09,180+9,18002190.13%+219
ISHARES TR01,102+1,10202150.13%+215
EATON VANCE TAX-MANAGED GLOB(ETW)023,635+23,63502040.12%+204
AMERICAN EXPRESS CO(AXP)7751,270+4952094050.24%+197
SPDR SERIES TRUST
ST STR CONV ETF
56,36054,322-2,0384,3184,4902.63%+172
ALPHABET INC(GOOG)4,5124,802+2906988460.50%+148
BLACKROCK SCIENCE & TECHNOLO(BST)27,88628,045+1599241,0710.63%+148
VANGUARD INDEX FDS4,0354,03501,0371,1510.67%+114
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
25,01423,099-1,9151,1041,2060.71%+102
SERVICENOW INC(NOW)43543503464470.26%+101
CALAMOS STRATEGIC TOTAL RETU(CSQ)25,40127,121+1,7204134930.29%+80
WALMART INC(WMT)6,6336,642+95826490.38%+67
TESLA INC(TSLA)1,1481,14802983650.21%+67
EATON VANCE RISK-MANAGED DIV27,86433,180+5,3162363000.18%+64
EATON VANCE TAX-MANAGED GLOB
COM
51,68455,489+3,8054214850.28%+64
BLACKROCK ENHANCED LARGE CAP(CII)19,48419,519+353604170.24%+57
EATON VANCE TAX-MANAGED DIVE
COM
40,13940,622+4835716280.37%+57
ROYCE SMALL CAP TRUST INC(RVT)28,16429,514+1,3504014420.26%+41
LIBERTY ALL STAR EQUITY FD(USA)22,53927,179+4,6401481850.11%+37
VANGUARD INDEX FDS54754702032400.14%+37
SELECT SECTOR SPDR TR
ST STR UTIL ETF
9,98010,030+507818170.48%+36
BLACKROCK ENHANCED EQUITY DI(BDJ)92,62693,601+9757988300.49%+31
NORFOLK SOUTHN CORP(NSC)1,5901,59003774070.24%+30
VANGUARD INDEX FDS1,2431,24303213480.20%+26
FORTINET INC(FTNT)2,3502,35002262480.15%+22
VANGUARD INDEX FDS396397+12032250.13%+22
BLACKROCK TECH AND PRIVATE E(BTX)12,36413,424+1,06077990.06%+21
VIRTUS ARTIFICIAL INTELLIGEN(AIO)13,29311,885-1,4082742950.17%+21
PUTNAM PREMIER INCOME TR(Put)0546,700+546,700020+20
AT&T INC(T)13,51213,884+3723824020.24%+20
SPDR GOLD TR(GLD)950944-62742880.17%+14
NUVEEN CORE EQUITY ALPHA FD11,00011,00001591670.10%+9
VANECK ETF TRUST
FALLEN ANGEL HG
8,0008,115+1152312380.14%+7
VISA INC(V)62462402192220.13%+3
COLUMBIA SELIGM PREM TECH GR(STK)13,55112,464-1,0873793790.22%-0
SOUTHERN CO(SO)7,2337,237+46656650.39%-0
ISHARES TR
CORE HIGH DV ETF
4,7794,903+1245795740.34%-4
HOME DEPOT INC(HD)998985-133663610.21%-5
NEURONETICS INC24,50024,075-42590840.05%-6
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
11,80011,80002512410.14%-10
GUGGENHEIM STRATEGIC OPPORTU(GOF)22,26322,463+2003463340.20%-12
GUGGENHEIM TAXABLE MUNICP BO33,38933,699+3105175050.30%-13
NUVEEN NEW YORK AMT QLT MUNI(NRK)37,05037,05003823670.22%-14
AMERICAN ELEC PWR CO INC3,3363,33603653460.20%-18
ETF SER SOLUTIONS
DEFIA QUANT ETF
5,3523,746-1,6063993440.20%-55
EXXON MOBIL CORP5,6195,620+16686060.35%-62
CONSOLIDATED EDISON INC(ED)7,8907,89008737920.46%-81
ELI LILLY & CO(LLY)985880-1058146860.40%-127
PFIZER INC(PFE)8,3480-8,3482120-212
DOMINION ENERGY INC(D)4,2080-4,2082360-236
APPLE INC(AAPL)21,37521,626+2514,7484,4372.60%-311
DOXIMITY INC(DOCS)17,9860-17,9861,0440-1,044
GLOBAL X FDS
ARTIFICIAL ETF
67,69520,875-46,8202,4639120.53%-1,551
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