Fund HoldingsDavid J Yvars Group

Total Portfolio Value
$124.32M
Total Bought
$13.66M
Total Sold
$18.56M
Net Transaction
-$4.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NOVO-NORDISK A S(NVO)028,172+28,17202,9142.34%+2,914
ISHARES TR55,02555,110+8523,63026,32221.17%+2,693
INVESCO QQQ TR22,24623,445+1,1997,9709,6017.72%+1,631
MICROSOFT CORP(MSFT)24,53324,664+1317,7469,2747.46%+1,528
SALESFORCE INC(CRM)16,60016,310-2903,3664,2923.45%+926
ISHARES TR8,7118,535-1764,1264,9173.96%+791
SPOTIFY TECHNOLOGY S A(SPOT)21,39321,263-1303,3083,9963.21%+687
BANK AMERICA CORP105,866105,365-5012,8993,5482.85%+649
ADOBE INC(ADBE)4,9435,200+2572,5203,1022.50%+582
MERCADOLIBRE INC(MELI)2,1742,075-992,7563,2602.62%+504
SELECT SECTOR SPDR TR
ST STR TECHN ETF
11,24812,150+9021,8442,3391.88%+495
ETF SER SOLUTIONS
DEFIA QUANT ETF
07,042+7,04203830.31%+383
NVIDIA CORPORATION(NVDA)12,70811,823-8855,5285,8554.71%+327
ISHARES TR7,0678,788+1,7217611,0310.83%+271
SYNOPSYS INC(SNPS)0500+50002570.21%+257
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
011,800+11,80002510.20%+251
FIDELITY COVINGTON TRUST05,915+5,91502510.20%+251
FLEXSHARES TR
QUALT DIVD IDX
04,060+4,06002500.20%+250
NETFLIX INC(NFLX)0500+50002430.20%+243
AMAZON COM INC(AMZN)5,9446,519+5757559910.80%+235
ADVANCED MICRO DEVICES INC(AMD)3,2413,737+4963335510.44%+218
UBS AG LONDON BRANCH0307+30702130.17%+213
APPLE INC(AAPL)30,81028,475-2,3355,2755,4824.41%+207
META PLATFORMS INC(META)7541,213+4592264290.35%+203
MONGODB INC(MDB)2,6692,674+59231,0930.88%+170
NEURONETICS INC36,00074,930+38,930492170.17%+169
ALPHABET INC(GOOG)4,1704,925+7555466880.55%+142
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
34,02032,720-1,3001,0441,1800.95%+137
SERVICENOW INC(NOW)385460+752153250.26%+110
ELI LILLY & CO(LLY)801906+1054305280.42%+98
DYNATRACE INC(DT)54,86548,560-6,3052,5642,6562.14%+92
VANGUARD INDEX FDS4,0284,025-37888780.71%+90
SPDR SER TR
ST STR CONV ETF
66,53763,705-2,8324,5114,5963.70%+85
ISHARES TR20,82918,994-1,8355,1945,2644.23%+70
NORFOLK SOUTHN CORP(NSC)1,5901,59003133760.30%+63
ISHARES TR7,2957,289-67448070.65%+62
AT&T INC(T)14,64316,533+1,8902202770.22%+57
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,22611,254+286617130.57%+53
JPMORGAN CHASE & CO(JPM)1,7571,75702552990.24%+44
CONSOLIDATED EDISON INC(ED)8,7018,662-397447880.63%+44
NUVEEN NEW YORK AMT QLT MUNI(NRK)37,05037,05003503900.31%+40
SOUTHERN CO(SO)7,1437,147+44625010.40%+39
VANGUARD INDEX FDS1,2431,24302592890.23%+30
EATON VANCE TAX-MANAGED DIVE
COM
37,55237,726+1744334590.37%+26
AMERICAN ELEC PWR CO INC4,1064,10603093330.27%+25
VANECK ETF TRUST
FALLEN ANGEL HG
10,89611,091+1952953190.26%+24
ALPHABET INC(GOOG)2,5572,55703373600.29%+23
MCDONALDS CORP(MCD)988948-402602810.23%+21
ROYCE VALUE TR INC(RVT)42,58938,589-4,0005495650.45%+16
NEW AMER HIGH INCOME FD INC23,12723,539+4121501660.13%+16
HOME DEPOT INC(HD)1,043954-893153310.27%+15
NUVEEN CORE EQUITY ALPHA FD11,00011,00001351490.12%+14
ISHARES TR
CORE HIGH DV ETF
2,8672,902+352842960.24%+12
ADVANCED ENERGY INDS2,0052,00502072180.18%+12
EATON VANCE RISK-MANAGED DIV14,39714,684+2871111150.09%+5
JOHNSON & JOHNSON(JNJ)1,3041,30402032040.16%+1
ORACLE CORP(ORCL)2,0912,09102212200.18%-1
GABELLI EQUITY TR INC(GAB)22,06522,019-461131120.09%-1
BLACKROCK INNOVATION AND GRW(BTX)24,10722,343-1,7641681640.13%-4
WALMART INC(WMT)2,4522,45203923870.31%-6
LIBERTY ALL STAR EQUITY FD(USA)31,44728,047-3,4001861790.14%-7
TESLA INC(TSLA)1,2021,162-403012890.23%-12
ISHARES TR25,60923,832-1,7771,8881,8441.48%-44
GUGGENHEIM TAXABLE MUNICP BO47,49642,528-4,9687356910.56%-44
EATON VANCE TAX-MANAGED GLOB
COM
59,40349,439-9,9644363830.31%-53
BAIDU INC2,2212,006-2152982390.19%-59
ISHARES TR11,4089,328-2,0801,0781,0100.81%-68
LIBERTY ALL-STAR GROWTH FD I38,64221,157-17,4851911120.09%-79
PUTNAM PREMIER INCOME TR25,5510-25,551860-86
EXXON MOBIL CORP5,0055,00505885000.40%-88
GUGGENHEIM STRATEGIC OPPORTU(GOF)57,18657,371+1858507340.59%-116
BLACKROCK ENHANCD CAP & INM(CII)30,97323,850-7,1235784530.36%-124
GLOBAL X FDS
NASDAQ 100 COVER
11,0340-11,0341850-185
PAYCOM SOFTWARE INC(PAYC)8050-8052090-209
FIVE BELOW INC(FIVE)1,3350-1,3352150-215
VERIZON COMMUNICATIONS INC(VZ)6,7500-6,7502190-219
ISHARES TR2,5370-2,5372270-227
CALAMOS STRATEGIC TOTAL RETU(CSQ)45,00926,931-18,0786364040.32%-232
PERMIAN RESOURCES CORP(PR)18,7300-18,7302610-261
ISHARES TR2,8760-2,8762630-263
ISHARES TR2,7000-2,7002730-273
VANGUARD WORLD FDS
INF TECH ETF
6680-6682760-276
BLACKROCK ENHANCED EQUITY DI(BDJ)196,021113,114-82,9071,4898750.70%-615
HUBSPOT INC(HUBS)5,7470-5,7472,8300-2,830
SHOPIFY INC(SHOP)53,9300-53,9302,9430-2,943
THE TRADE DESK INC(TTD)61,5954,255-57,3404,8143060.25%-4,507
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