Fund HoldingsDavid J Yvars Group

Total Portfolio Value
$187.49M
Total Bought
$26.32M
Total Sold
$19.26M
Net Transaction
+$7.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR CONV ETF
061,257+61,25705,4642.91%+5,464
SELECT SECTOR SPDR TR
ST STR TECHN ETF
028,420+28,42004,0922.18%+4,092
ISHARES TR56,44659,692+3,24637,77840,88721.81%+3,109
INVESCO QQQ TR28,41331,431+3,01817,05819,31010.30%+2,252
SELECT SECTOR SPDR TR
ST STR UTIL ETF
019,440+19,44008330.44%+833
ISHARES TR
CORE MSCI INTL
81,43886,596+5,1586,5297,1423.81%+614
ISHARES TR53,52259,642+6,1205,9666,5723.51%+606
ALPHABET INC(GOOG)5,0515,370+3191,2281,6810.90%+453
EATON VANCE ENHANCED EQUITY(EOI)021,128+21,12804340.23%+434
APPLE INC(AAPL)21,60421,644+405,5015,8843.14%+383
ISHARES TR131,942136,168+4,2268,6118,9874.79%+377
ALPHABET INC(GOOG)4,3514,425+741,0601,3890.74%+329
NVIDIA CORPORATION(NVDA)(Put)033,600+33,6000309+309
ELI LILLY & CO(LLY)880892+126729590.51%+287
VANECK ETF TRUST
FALLEN ANGEL HG
8,91718,389+9,4722655400.29%+275
ISHARES TR33,65237,052+3,4002,7322,9881.59%+255
EXXON MOBIL CORP5,5847,290+1,7066308770.47%+248
BLACKROCK MUNIVEST FD INC035,300+35,30002450.13%+245
BANK AMERICA CORP84,98183,811-1,1704,3844,6102.46%+225
NVIDIA CORPORATION(NVDA)89,07790,133+1,05616,60716,8138.97%+206
MICRON TECHNOLOGY INC(MU)0720+72002050.11%+205
MONGODB INC(MDB)0478+47802010.11%+201
BLACKROCK MUNIHLDGS NJ QLTY013,950+13,95001660.09%+166
COLUMBIA SELIGM PREM TECH GR(STK)13,89517,800+3,9054916550.35%+164
NUVEEN NEW JERSEY QULT MUN F
COM
012,808+12,80801620.09%+162
ISHARES SILVER TR(SLV)5,2555,874+6192233780.20%+156
CATERPILLAR INC(CAT)1,2781,327+496107600.41%+150
ISHARES TR6,3968,065+1,6693424410.24%+100
ISHARES TR19,78020,371+5912,3512,4481.31%+98
EATON VANCE TAX-MANAGED GLOB
COM
55,31262,561+7,2495015940.32%+93
VIRTUS EQUITY & CONV INCM FD
COM
17,52121,136+3,6154405270.28%+87
ADVANCED ENERGY INDS2,0052,00503414200.22%+79
SALESFORCE INC(CRM)1,5651,685+1203714460.24%+75
CALAMOS STRATEGIC TOTAL RETU(CSQ)28,54331,874+3,3315496160.33%+67
EATON VANCE TAX-MANAGED GLOB(ETW)24,03530,413+6,3782182800.15%+63
ISHARES TR1,0501,308+2582172770.15%+60
WALMART INC(WMT)6,6476,64706857410.39%+56
GLOBAL X FDS(Call)
NASDAQ 100 COVER
0295,700+295,700052+52
BLACKROCK ENHANCED EQUITY DI(BDJ)94,41795,721+1,3048589040.48%+46
ISHARES TR2,0892,412+3232522970.16%+45
SPDR GOLD TR(GLD)92592503293670.20%+38
SOFI TECHNOLOGIES INC(SOFI)11,82013,300+1,4803123480.19%+36
EATON VANCE TAX-MANAGED DIVE
COM
40,02243,465+3,4436366690.36%+33
ISHARES TR11,63411,615-191,0861,1150.59%+29
RTX CORPORATION(RTX)1,2181,269+512042330.12%+29
EATON VANCE RISK-MANAGED DIV38,57541,930+3,3553473700.20%+23
MICROSOFT CORP(MSFT)(Put)01,300+1,300022+22
JOHNSON & JOHNSON(JNJ)1,1071,097-102052270.12%+22
ISHARES TR13,12113,318+1971,8631,8821.00%+19
ISHARES TR
CORE HIGH DV ETF
4,8124,992+1805896070.32%+18
ETF SER SOLUTIONS
DEFIA QUANT ETF
3,7413,739-23924100.22%+18
VISA INC(V)624653+292132290.12%+16
BLACKROCK SCIENCE & TECHNOLO(BST)30,74331,640+8971,2691,2800.68%+11
AMERICAN ELEC PWR CO INC3,3363,33603753850.21%+9
BLACKROCK ENHANCED LARGE CAP(CII)17,22417,353+1293964060.22%+9
INVESCO QQQ TR(Put)0800+80009+9
VANGUARD INDEX FDS397399+22432500.13%+7
NUVEEN CORE EQUITY ALPHA FD11,00011,00001711770.09%+6
VANGUARD INDEX FDS3,8683,801-671,1911,1970.64%+6
JPMORGAN CHASE & CO.(JPM)76876802422470.13%+5
VANGUARD INDEX FDS54754702622670.14%+5
TESLA INC(TSLA)1,0401,038-24634670.25%+4
PGIM HIGH YIELD BOND FUND IN10,89811,078+1801571600.09%+4
CONSOLIDATED EDISON INC(ED)7,9028,015+1137947960.42%+2
ROYCE SMALL CAP TRUST INC(RVT)28,16428,16404534540.24%+1
BLACKROCK TECH AND PRIVATE E(BTX)13,63313,762+12991910.05%-1
VANGUARD INDEX FDS1,2281,22803613560.19%-4
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
11,80011,80002472420.13%-5
DOMINION ENERGY INC(D)3,5403,543+32172080.11%-9
AMERICAN EXPRESS CO(AXP)775655-1202572420.13%-15
GUGGENHEIM TAXABLE MUNICP BO33,09133,188+975154970.27%-18
NORFOLK SOUTHN CORP(NSC)1,5901,59004784590.24%-19
VIRTUS ARTIFICIAL INTELLIGEN(AIO)11,97212,146+1742882640.14%-24
AMAZON COM INC(AMZN)8,8518,310-5411,9441,9181.02%-25
NEURONETICS INC25,58031,230+5,65070430.02%-27
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,6231,383-2404534200.22%-33
HOWMET AEROSPACE INC(HWM)2,4052,100-3054724310.23%-41
PALANTIR TECHNOLOGIES INC(PLTR)1,5251,327-1982782360.13%-42
HOME DEPOT INC(HD)9851,035+503993560.19%-43
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
22,40222,310-921,2511,2040.64%-47
SOUTHERN CO(SO)7,0157,033+186656130.33%-52
GE AEROSPACE(GE)2,5732,343-2307747220.38%-52
AT&T INC(T)13,89313,616-2773923380.18%-54
GUGGENHEIM STRATEGIC OPPORTU(GOF)22,66621,693-9733392790.15%-60
SERVICENOW INC(NOW)4351,920+1,4854002940.16%-106
GLOBAL X FDS
ARTIFICIAL ETF
22,01818,787-3,2311,0879560.51%-132
LIBERTY ALL STAR EQUITY FD(USA)32,8740-32,8742080-208
MASTERCARD INCORPORATED(MA)4120-4122350-235
ORACLE CORP(ORCL)8710-8712450-245
STERLING INFRASTRUCTURE INC(STRL)7850-7852670-267
GLOBAL X FDS
DEFENSE TECH ETF
10,2606,905-3,3557214470.24%-273
IES HLDGS INC(IESC)8200-8203260-326
PALO ALTO NETWORKS INC(PANW)13,50313,043-4602,7492,4031.28%-347
NUVEEN NEW YORK AMT QLT MUNI(NRK)37,0860-37,0863780-378
ARISTA NETWORKS INC(ANET)2,7500-2,7504010-401
PRIMORIS SVCS CORP(PRIM)4,7150-4,7156480-648
BLOOM ENERGY CORP22,13212,325-9,8071,8721,0710.57%-801
WILLDAN GROUP INC(WLDN)8,9150-8,9158620-862
MICROSOFT CORP(MSFT)25,38725,404+1713,14912,2866.55%-863
SELECT SECTOR SPDR TR
ST STR UTIL ETF
10,0190-10,0198730-873
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