Fund HoldingsDavid J Yvars Group

Total Portfolio Value
$161.49M
Total Bought
$9.81M
Total Sold
$12.41M
Net Transaction
-$2.60M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR53,91953,591-32829,50630,91219.14%+1,406
BROADCOM INC(AVGO)07,615+7,61501,3140.81%+1,314
SYNOPSYS INC(SNPS)2,8205,744+2,9241,6782,9091.80%+1,231
COMFORT SYS USA INC(FIX)10,17910,161-183,0963,9662.46%+871
ARISTA NETWORKS INC7,4308,923+1,4932,6043,4252.12%+821
BLACKROCK SCIENCE & TECHNOLO(BST)023,232+23,23208200.51%+820
INVESCO QQQ TR24,57025,659+1,08911,77212,5237.75%+752
APPLE INC(AAPL)23,81623,909+935,0165,5703.45%+554
SPOTIFY TECHNOLOGY S A(SPOT)11,92411,411-5133,7424,2052.60%+464
COLUMBIA SELIGM PREM TECH GR(STK)011,752+11,75203940.24%+394
SPDR SER TR
ST STR CONV ETF
61,99962,220+2214,4684,7652.95%+298
ETF SER SOLUTIONS
DEFIA QUANT ETF
04,727+4,72702950.18%+295
PALO ALTO NETWORKS INC(PANW)8,3329,107+7752,8253,1131.93%+288
VIRTUS ARTIFICIAL INTELLIGEN(AIO)011,672+11,67202560.16%+256
NEXTERA ENERGY INC(NEE)02,600+2,60002200.14%+220
VANGUARD INDEX FDS0394+39402080.13%+208
JOHNSON & JOHNSON(JNJ)01,266+1,26602050.13%+205
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,31311,334+217779130.57%+136
CONSOLIDATED EDISON INC(ED)8,6268,637+117718990.56%+128
WALMART INC(WMT)7,9958,110+1155416550.41%+114
SOUTHERN CO(SO)7,1567,160+45556460.40%+91
ISHARES TR25,24125,312+711,9472,0331.26%+85
ISHARES TR9,0588,958-1009661,0480.65%+82
GUGGENHEIM TAXABLE MUNICP BO43,41843,812+3946917690.48%+78
ISHARES TR9,9649,441-5231,2041,2740.79%+70
TESLA INC(TSLA)1,2171,175-422413070.19%+67
VANGUARD INDEX FDS3,9844,011+279951,0560.65%+62
AMERICAN ELEC PWR CO INC4,1064,10603604210.26%+61
HOME DEPOT INC(HD)99999903444050.25%+61
NORFOLK SOUTHN CORP(NSC)1,5901,59003413950.24%+54
ISHARES TR8,0268,059+338609110.56%+51
AT&T INC(T)16,53316,53303163640.23%+48
SERVICENOW INC(NOW)43543503423890.24%+47
EXXON MOBIL CORP5,2325,536+3046026490.40%+47
GUGGENHEIM STRATEGIC OPPORTU(GOF)56,22056,141-798368790.54%+44
BLACKROCK ENHANCED EQUITY DI(BDJ)114,820113,282-1,5389379800.61%+43
ALPHABET INC(GOOG)3,6904,290+6006727120.44%+39
EATON VANCE TAX-MANAGED DIVE
COM
38,07538,782+7075365650.35%+29
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
11,80011,80002302580.16%+28
ISHARES TR
CORE HIGH DV ETF
2,9102,929+193163440.21%+28
NEW AMER HIGH INCOME FD INC24,35624,723+3671792060.13%+27
VANGUARD INDEX FDS1,2431,24303013280.20%+27
MCDONALDS CORP(MCD)942872-702402660.16%+26
NETFLIX INC(NFLX)500510+103373620.22%+24
NVIDIA CORPORATION(NVDA)108,842110,907+2,06513,44613,4698.34%+22
FIDELITY COVINGTON TRUST5,9155,91502772980.18%+21
DOMINION ENERGY INC(D)4,1413,843-2982032220.14%+19
FLEXSHARES TR
QUALT DIVD IDX
4,0604,06002712900.18%+19
JPMORGAN CHASE & CO.(JPM)1,8801,88003803960.25%+16
LIBERTY ALL STAR EQUITY FD(USA)21,47922,539+1,0601461600.10%+14
EATON VANCE TAX-MANAGED GLOB
COM
49,78849,982+1944214330.27%+12
META PLATFORMS INC(META)1,6311,456-1758228340.52%+11
PFIZER INC(PFE)9,95410,003+492792890.18%+11
EATON VANCE RISK-MANAGED DIV15,26615,569+3031341430.09%+9
ROYCE SMALL CAP TRUST INC(RVT)31,51429,519-1,9954554610.29%+6
VANGUARD INDEX FDS54754702052100.13%+5
NUVEEN NEW YORK AMT QLT MUNI(NRK)37,05037,05004114150.26%+4
NUVEEN CORE EQUITY ALPHA FD11,00011,00001631670.10%+4
ADVANCED MICRO DEVICES INC(AMD)3,7023,677-256016030.37%+3
BLACKROCK INNOVATION AND GRW(BTX)12,01510,315-1,70087780.05%-9
GABELLI EQUITY TR INC(GAB)17,82314,716-3,10793810.05%-12
ELI LILLY & CO(LLY)1,4181,428+101,2841,2650.78%-19
ADVANCED ENERGY INDS2,2052,005-2002402110.13%-29
CALAMOS STRATEGIC TOTAL RETU(CSQ)27,21124,452-2,7594604230.26%-37
ALPHABET INC(GOOG)2,5372,53704654240.26%-41
AMAZON COM INC(AMZN)6,7296,694-351,3011,2470.77%-53
OCUGEN INC41,5700-41,570640-64
NEURONETICS INC66,50031,500-35,000120240.01%-96
VANECK ETF TRUST
FALLEN ANGEL HG
11,5087,800-3,7083262290.14%-96
HUMACYTE INC22,7500-22,7501090-109
BLACKROCK ENHANCD CAP & INM(CII)24,22318,651-5,5724843670.23%-117
SELECT SECTOR SPDR TR
ST STR TECHN ETF
13,67413,108-5663,0932,9591.83%-134
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
32,33527,334-5,0011,3281,1880.74%-140
ISHARES TR93,05185,011-8,0405,4455,2983.28%-147
ORACLE CORP(ORCL)1,5810-1,5812230-223
THE TRADE DESK INC(TTD)2,3500-2,3502300-230
ISHARES TR28,72729,715+9887,0856,8524.24%-233
ARM HOLDINGS PLC27,00929,252+2,2434,4194,1832.59%-236
CADENCE DESIGN SYSTEM INC(CDNS)11,96511,691-2743,6823,1691.96%-514
ETF SER SOLUTIONS
DEFIA QUANT ETF
8,2220-8,2225160-516
MICROSOFT CORP(MSFT)25,93525,693-24211,59211,0556.85%-536
MONGODB INC(MDB)2,4690-2,4696170-617
NOVO-NORDISK A S(NVO)31,21531,838+6234,4563,7912.35%-665
BANK AMERICA CORP102,13984,820-17,3194,0623,3662.08%-696
CROWDSTRIKE HLDGS INC(CRWD)11,66410,100-1,5644,4702,8331.75%-1,637
SALESFORCE INC(CRM)16,3943,380-13,0144,2159250.57%-3,290
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