Fund HoldingsDavid J Yvars Group

Total Portfolio Value
$163.92M
Total Bought
$17.23M
Total Sold
$17.98M
Net Transaction
-$746.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)7,61526,642+19,0271,3146,1803.77%+4,866
ARISTA NETWORKS INC(ANET)040,304+40,30404,4562.72%+4,456
INVESCO QQQ TR25,65926,773+1,11412,52313,6878.35%+1,164
DOXIMITY INC(DOCS)020,966+20,96601,1190.68%+1,119
SPOTIFY TECHNOLOGY S A(SPOT)11,41111,379-324,2055,0913.11%+885
ISHARES TR53,59153,918+32730,91231,74119.36%+828
CROWDSTRIKE HLDGS INC(CRWD)10,10010,155+552,8333,4752.12%+642
ASTERA LABS INC(ALAB)03,770+3,77004990.30%+499
DOORDASH INC(DASH)02,845+2,84504770.29%+477
BANK AMERICA CORP84,82084,981+1613,3663,7352.28%+369
COMFORT SYS USA INC(FIX)10,16110,107-543,9664,2862.61%+319
PALO ALTO NETWORKS INC(PANW)9,10718,839+9,7323,1133,4302.09%+317
SPDR GOLD TR(GLD)0950+95002300.14%+230
AMERICAN EXPRESS CO(AXP)0775+77502300.14%+230
FORTINET INC(FTNT)02,350+2,35002220.14%+222
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,093+1,09302160.13%+216
SALESFORCE INC(CRM)3,3803,370-109251,1270.69%+202
ISHARES TR
CORE HIGH DV ETF
2,9294,755+1,8263445340.33%+189
BLACKROCK SCIENCE & TECHNOLO(BST)23,23227,465+4,2338201,0050.61%+185
AMAZON COM INC(AMZN)6,6946,468-2261,2471,4190.87%+172
CADENCE DESIGN SYSTEM INC(CDNS)11,69111,103-5883,1693,3362.04%+167
TESLA INC(TSLA)1,1751,169-63074720.29%+165
META PLATFORMS INC(META)1,4561,661+2058349730.59%+139
ETF SER SOLUTIONS
DEFIA QUANT ETF
4,7275,295+5682954300.26%+135
ALPHABET INC(GOOG)4,2904,456+1667128430.51%+132
SELECT SECTOR SPDR TR
ST STR TECHN ETF
13,10813,254+1462,9593,0821.88%+123
NETFLIX INC(NFLX)510512+23624560.28%+95
ISHARES TR85,01186,262+1,2515,2985,3753.28%+77
SERVICENOW INC(NOW)43543503894610.28%+72
NEURONETICS INC31,50046,325+14,82524750.05%+51
VIRTUS ARTIFICIAL INTELLIGEN(AIO)11,67212,154+4822563000.18%+43
VANGUARD INDEX FDS4,0114,010-11,0561,0810.66%+25
ADVANCED ENERGY INDS2,0052,00502112320.14%+21
EATON VANCE TAX-MANAGED DIVE
COM
38,78238,762-205655800.35%+15
VANGUARD INDEX FDS54754702102250.14%+15
CALAMOS STRATEGIC TOTAL RETU(CSQ)24,45224,525+734234350.27%+12
DOMINION ENERGY INC(D)3,8434,295+4522222310.14%+9
BLACKROCK ENHANCD CAP & INM(CII)18,65118,674+233673750.23%+8
NUVEEN CORE EQUITY ALPHA FD11,00011,00001671730.11%+6
VANGUARD INDEX FDS394395+12082130.13%+5
EATON VANCE RISK-MANAGED DIV15,56915,865+2961431480.09%+4
BLACKROCK INNOVATION AND GRW(BTX)10,31510,701+38678800.05%+2
VANGUARD INDEX FDS1,2431,24303283280.20%0
NEW AMER HIGH INCOME FD INC24,72325,086+3632062050.13%-1
VANECK ETF TRUST
FALLEN ANGEL HG
7,8007,930+1302292270.14%-2
LIBERTY ALL STAR EQUITY FD(USA)22,53922,53901601570.10%-3
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
11,80011,80002582500.15%-8
COLUMBIA SELIGM PREM TECH GR(STK)11,75211,967+2153943820.23%-11
HOME DEPOT INC(HD)9991,008+94053920.24%-13
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
27,33425,079-2,2551,1881,1710.71%-17
ALPHABET INC(GOOG)2,5372,137-4004244070.25%-17
AT&T INC(T)16,53315,112-1,4213643440.21%-20
NORFOLK SOUTHN CORP(NSC)1,5901,59003953730.23%-22
ROYCE SMALL CAP TRUST INC(RVT)29,51927,819-1,7004614380.27%-23
EATON VANCE TAX-MANAGED GLOB
COM
49,98250,177+1954334100.25%-23
ISHARES TR9,4419,515+741,2741,2480.76%-26
NUVEEN NEW YORK AMT QLT MUNI(NRK)37,05037,05004153880.24%-27
NVIDIA CORPORATION(NVDA)110,907100,062-10,84513,46913,4388.20%-30
ISHARES TR8,0598,204+1459118770.53%-34
ISHARES TR8,9588,716-2421,0481,0040.61%-43
EXXON MOBIL CORP5,5365,619+836496040.37%-44
PFIZER INC(PFE)10,0039,090-9132892410.15%-48
SOUTHERN CO(SO)7,1607,229+696465950.36%-51
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,33411,360+269138600.52%-52
WALMART INC(WMT)8,1106,628-1,4826555990.37%-56
GABELLI EQUITY TR INC(GAB)14,7160-14,716810-81
AMERICAN ELEC PWR CO INC4,1063,336-7704213080.19%-114
GUGGENHEIM STRATEGIC OPPORTU(GOF)56,14149,780-6,3618797570.46%-122
ELI LILLY & CO(LLY)1,4281,470+421,2651,1350.69%-130
ISHARES TR25,31223,739-1,5732,0331,8671.14%-166
ADVANCED MICRO DEVICES INC(AMD)3,6773,587-906034330.26%-170
APPLE INC(AAPL)23,90921,548-2,3615,5705,3963.29%-174
CONSOLIDATED EDISON INC(ED)8,6377,879-7588997030.43%-196
JOHNSON & JOHNSON(JNJ)1,2660-1,2662050-205
GUGGENHEIM TAXABLE MUNICP BO43,81236,688-7,1247695580.34%-211
BLACKROCK ENHANCED EQUITY DI(BDJ)113,28291,696-21,5869807600.46%-220
NEXTERA ENERGY INC(NEE)2,6000-2,6002200-220
MCDONALDS CORP(MCD)8720-8722660-266
FLEXSHARES TR
QUALT DIVD IDX
4,0600-4,0602900-290
FIDELITY COVINGTON TRUST5,9150-5,9152980-298
SPDR SER TR
ST STR CONV ETF
62,22056,732-5,4884,7654,4192.70%-347
JPMORGAN CHASE & CO.(JPM)1,8800-1,8803960-396
ISHARES TR29,71529,672-436,8526,3943.90%-458
MICROSOFT CORP(MSFT)25,69324,336-1,35711,05510,2586.26%-798
ARM HOLDINGS PLC29,25226,445-2,8074,1833,2621.99%-921
SYNOPSYS INC(SNPS)5,7440-5,7442,9090-2,909
ARISTA NETWORKS INC8,9230-8,9233,4250-3,425
NOVO-NORDISK A S(NVO)31,8380-31,8383,7910-3,791
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