Investor
David J Yvars Group
CIK 0001836266 · filed 2026-04-08 · SEC filing
13F book
$178.9M
Positions
92
8 new · 6 sold
Largest name
21.8%
Ishares Tr
Est. mark
−$8.75M
Price effect on 84 names still held. Flow $167.5K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 59.6K | $38.9M | 21.8% | −$1.9M | Cut−$1.97M |
| Invesco Qqq Tr | — | 31.3K | $18.1M | 10.1% | −$1.17M | Cut−$1.24M |
| Nvidia Corp | NVDA | 89.7K | $15.6M | 8.7% | −$1.11M | Cut−$1.19M |
| Microsoft Corp | MSFT | 25.7K | $9.5M | 5.3% | −$2.88M | Added−$2.79M |
| Ishares Tr | — | 136.5K | $9.22M | 5.2% | $208.4K | Added$232K |
| Ishares Tr | — | 85.5K | $7.14M | 4.0% | $93.1K | Cut−$180 |
| Ishares Tr | — | 61.8K | $6.73M | 3.8% | −$71.7K | Added$161.3K |
| Spdr Series Trust | — | 62.6K | $5.73M | 3.2% | $142.1K | Added$262.4K |
| Apple Inc. | AAPL | 21.7K | $5.51M | 3.1% | −$391.9K | Added−$374.4K |
| Bank America Corp | — | 83.8K | $4.09M | 2.3% | −$523.8K | Added−$523.7K |
| Select Sector Spdr Tr | — | 28.5K | $3.79M | 2.1% | −$314.6K | Added−$304.6K |
| Spotify Technology S.A. | SPOT | 7.08K | $3.43M | 1.9% | −$678K | Cut−$1.05M |
| Ishares Tr | — | 37.9K | $3.02M | 1.7% | −$39.7K | Added$29.6K |
| Ishares Tr | — | 20.3K | $2.53M | 1.4% | $84K | Cut$78.8K |
| Ishares Tr | — | 13.7K | $2.07M | 1.2% | $131.7K | Added$188.2K |
| Palo Alto Networks Inc | PANW | 12.6K | $2.02M | 1.1% | −$300.2K | Cut−$387K |
| Bloom Energy Corp | BE | 13.7K | $1.85M | 1.0% | $597K | Added$783.5K |
| Amazon Com Inc | AMZN | 7.73K | $1.61M | 0.9% | −$175.1K | Cut−$309.9K |
| Alphabet Inc | — | 4.88K | $1.4M | 0.8% | −$124.4K | Cut−$276.5K |
| Alphabet Inc | — | 4.6K | $1.32M | 0.7% | −$119.4K | Added−$70.4K |
| Broadcom Inc. | AVGO | 3.99K | $1.24M | 0.7% | — | New |
| Exxon Mobil Corp | — | 7.2K | $1.22M | 0.7% | $355.2K | Cut$344.6K |
| Global X Fds | — | 16.2K | $1.15M | 0.6% | $41.8K | Added$698.4K |
| Vanguard Index Fds | — | 3.8K | $1.14M | 0.6% | −$60.6K | Added−$60.3K |
| Blackrock Science & Technolo | — | 31.1K | $1.12M | 0.6% | −$137.5K | Cut−$157.6K |
| Ishares Tr | — | 11.3K | $1.1M | 0.6% | $12.5K | Cut−$14.4K |
| Meta Platforms, Inc. | META | 1.71K | $975.9K | 0.5% | −$150.1K | Cut−$1.08M |
| Caterpillar Inc | CAT | 1.38K | $975.5K | 0.5% | $180.1K | Added$215.5K |
| Select Sector Spdr Tr | — | 19.5K | $894.1K | 0.5% | $59K | Added$60.6K |
| Consolidated Edison Inc | ED | 7.84K | $887.4K | 0.5% | $108.7K | Cut$91.4K |
| Global X Fds | — | 18.8K | $876.5K | 0.5% | −$78.7K | Cut−$79K |
| Ge Aerospace | — | 3.06K | $869.3K | 0.5% | −$56.9K | Added$147.4K |
| Invesco Exchange Traded Fd T | — | 18.7K | $836.7K | 0.5% | −$173.3K | Cut−$367K |
| Blackrock Enhanced Equity Di | — | 96.6K | $826K | 0.5% | −$85.6K | Added−$78.4K |
| Eli Lilly & Co | LLY | 893 | $820.9K | 0.5% | −$139K | Added−$138.1K |
| Walmart Inc. | WMT | 6.57K | $816.1K | 0.5% | $84.6K | Cut$75.5K |
| Howmet Aerospace Inc. | HWM | 3.48K | $802.1K | 0.4% | $53.4K | Added$371.5K |
| Calamos Strategic Total Retu | — | 43.4K | $729.8K | 0.4% | −$80K | Added$113.7K |
| Columbia Seligm Prem Tech Gr | — | 18.6K | $704.9K | 0.4% | $20.3K | Added$50K |
| Ishares Tr | — | 4.95K | $671.5K | 0.4% | $69.8K | Cut$64.3K |
| Southern Co | — | 6.93K | $669.4K | 0.4% | $64.7K | Cut$56.1K |
| Eaton Vance Tax-Managed Dive | — | 48.3K | $654.5K | 0.4% | −$80.2K | Added−$14.8K |
| Advanced Energy Inds | — | 2K | $647K | 0.4% | $227.2K | Held |
| Netflix Inc | NFLX | 5.87K | $563.9K | 0.3% | $14K | Cut−$831.2K |
| Eaton Vance Tax-Managed Glob | — | 62.9K | $532.7K | 0.3% | −$64.4K | Added−$61.3K |
| Taiwan Semiconductor Mfg Ltd | — | 1.48K | $501.2K | 0.3% | $47.1K | Added$80.9K |
| Virtus Equity & Conv Incm Fd | — | 20.7K | $482.5K | 0.3% | −$32.2K | Cut−$44.2K |
| Guggenheim Taxable Municp Bo | — | 32.6K | $465.8K | 0.3% | −$22.9K | Cut−$31.2K |
| Royce Small-Cap Trust, Inc. | RVT | 28.2K | $457.9K | 0.3% | $3.74K | Held |
| Norfolk Southn Corp | — | 1.59K | $456.3K | 0.3% | −$2.73K | Held |
| Etf Ser Solutions | — | 4.23K | $453.4K | 0.3% | −$8.82K | Added$43.4K |
| Ishares Tr | — | 7.95K | $451.3K | 0.3% | $16.5K | Cut$10.1K |
| American Elec Pwr Co Inc | — | 3.34K | $437.3K | 0.2% | $52.6K | Held |
| Vaneck Etf Trust | — | 15.1K | $432.9K | 0.2% | −$9.88K | Cut−$107.1K |
| Tesla, Inc. | TSLA | 1.14K | $423.1K | 0.2% | −$80.9K | Added−$43.8K |
| Eaton Vance Enhanced Equity | — | 21.5K | $403.8K | 0.2% | −$37.6K | Added−$30.6K |
| Spdr Gold Tr | — | 840 | $361.4K | 0.2% | $28.5K | Cut−$5.14K |
| Blackrock Enhanced Large Cap | — | 17.1K | $359.8K | 0.2% | −$40.2K | Cut−$45.8K |
| Vanguard Index Fds | — | 1.23K | $352.7K | 0.2% | −$3.73K | Held |
| At&T Inc | — | 12.2K | $352.6K | 0.2% | $50.5K | Cut$14.4K |
| Home Depot, Inc. | HD | 1.04K | $340.6K | 0.2% | −$16K | Added−$15.6K |
| Ishares Silver Tr | — | 4.87K | $331.8K | 0.2% | $18.1K | Cut−$46.6K |
| Eaton Vance Risk-Managed Div | — | 40.2K | $328.8K | 0.2% | −$26.2K | Cut−$41K |
| Nuveen Municipal Credit Inc | — | 26.9K | $327K | 0.2% | — | New |
| Eaton Vance Tax-Managed Glob | — | 31K | $272.4K | 0.2% | −$13.4K | Added−$7.97K |
| Virtus Artificial Intelligen | — | 12.4K | $265.1K | 0.1% | −$4.13K | Added$946 |
| Johnson & Johnson | JNJ | 1.06K | $258.6K | 0.1% | $39.5K | Cut$31.5K |
| Micron Technology Inc | MU | 755 | $255.1K | 0.1% | $37.7K | Added$49.6K |
| Salesforce, Inc. | CRM | 1.35K | $252K | 0.1% | −$105.6K | Cut−$194.4K |
| Invesco Exchange Traded Fd T | — | 11.8K | $250.6K | 0.1% | $8.5K | Held |
| Ishares Tr | — | 1.17K | $247.5K | 0.1% | −$981 | Cut−$29.8K |
| Advanced Micro Devices Inc | AMD | 1.21K | $245.9K | 0.1% | — | New |
| RTX Corp | RTX | 1.27K | $244.8K | 0.1% | $12.1K | Held |
| Palantir Technologies Inc. | PLTR | 1.64K | $239.5K | 0.1% | −$41.8K | Added$3.59K |
| Vanguard Growth Etf | — | 547 | $238.9K | 0.1% | −$27.9K | Held |
| Vanguard Index Fds | — | 399 | $238.6K | 0.1% | −$11.4K | Held |
| Comfort Sys Usa Inc | — | 170 | $234.4K | 0.1% | — | New |
| Ishares Tr | — | 2.07K | $233.8K | 0.1% | −$21K | Cut−$63.5K |
| Guggenheim Strategic Opportu | — | 21.5K | $233.4K | 0.1% | −$42.6K | Cut−$45.5K |
| Jpmorgan Chase & Co. | — | 768 | $225.9K | 0.1% | −$21.5K | Held |
| Applied Matls Inc | — | 650 | $222.2K | 0.1% | — | New |
| ServiceNow, Inc. | NOW | 2.02K | $211.2K | 0.1% | −$93.4K | Added−$82.9K |
| Dominion Energy, Inc | D | 3.42K | $211.1K | 0.1% | $11K | Cut$3.54K |
| Fortinet, Inc. | FTNT | 2.53K | $206.8K | 0.1% | — | New |
| Nuveen Amt Free Mun Cr Inc F | — | 16.3K | $200.4K | 0.1% | — | New |
| Nuveen Quality Muncp Income | — | 17.1K | $196.7K | 0.1% | — | New |
| Blackrock Munihldgs Nj Qlty | — | 13.9K | $161.4K | 0.1% | −$4.6K | Held |
| Nuveen New Jersey Qult Mun F | — | 12.8K | $157.5K | 0.1% | −$4.35K | Held |
| Nuveen Core Equity Alpha Fd | — | 11K | $155.2K | 0.1% | −$21.8K | Held |
| Pgim High Yield Bond Fund In | — | 11.2K | $148K | 0.1% | −$14.5K | Added−$12.3K |
| Blackrock Tech And Private E | — | 13.7K | $90.3K | 0.1% | $136 | Cut−$345 |
| Neuronetics, Inc. | STIM | 20.3K | $29.4K | 0.0% | $1.42K | Cut−$13.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.