David J Yvars Group Portfolio Stock Holdings

According to the SEC 13F filed on July 7, 2026, David J Yvars Group disclosed 104 stock positions valued at approximately $203.33M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INVESCO QQQ TR, and NVIDIA CORPORATION.

Report Period
June 30, 2026
No. of Stocks
104
Portfolio Value
$203.33M
Holdings by Sector
David J Yvars Group Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther21.75%59,043-540-0.91%$44,215,173
INVESCO QQQ TRQQQOther11.24%31,042-271-0.87%$22,855,082
NVIDIA CORPORATIONNVDATechnology8.87%90,175+467+0.52%$18,029,133
ISHARES TRIJHOther5.22%137,771+1,253+0.92%$10,623,511
ISHARES TRIDEVOther3.76%85,913+448+0.52%$7,647,131
SPDR SERIES TRUSTCWBOther3.45%65,077+2,506+4.01%$7,016,563
ISHARES TRLQDOther3.28%61,166-614-0.99%$6,671,421
APPLE INCAAPLTechnology3.11%21,889+176+0.81%$6,333,047
SELECT SECTOR SPDR TRXLKOther2.67%28,492-3-0.01%$5,428,369
BANK OF AMER CORPBACFinancial Services2.36%84,060+247+0.29%$4,789,737
BLOOM ENERGY CORPBEIndustrials2.04%13,708+5+0.04%$4,145,590
PALO ALTO NETWORKS INCPANWTechnology2.03%12,100-472-3.75%$4,126,342
ISHARES TRIJROther1.56%21,393+1,065+5.24%$3,172,753
ISHARES TRHYGOther1.45%36,873-1,050-2.77%$2,948,717
SPOTIFY TECHNOLOGY S ASPOTOther1.42%6,284-793-11.21%$2,885,173
BROADCOM INCAVGOTechnology1.22%6,560+2,568+64.33%$2,477,903
ISHARES TRDVYOther1.12%14,515+823+6.01%$2,272,111
ALPHABET INCGOOGLCommunication Services0.95%5,410+526+10.77%$1,933,542
AMAZON COM INCAMZNConsumer Cyclical0.85%7,266-460-5.95%$1,731,958
ALPHABET INCGOOGCommunication Services0.81%4,661+65+1.41%$1,646,861
CATERPILLAR INCCATIndustrials0.71%1,361-16-1.16%$1,449,446
ETF SER SOLUTIONSQTUMOther0.66%8,098+3,872+91.62%$1,339,290
VANGUARD INDEX FDSVVOther0.65%3,844+42+1.10%$1,321,844
ISHARES TREFAOther0.57%11,069-266-2.35%$1,149,813
GLOBAL X FDSAIQOther0.56%17,455-1,325-7.06%$1,145,228
BLACKROCK SCIENCE & TECHNOLOBSTFinancial Services0.55%22,303-8,839-28.38%$1,118,436
ELI LILLY & COLLYHealthcare0.53%893--$1,070,703
BLACKROCK ENHANCED EQUITY DIBDJFinancial Services0.46%97,410+849+0.88%$931,467
CALAMOS STRATEGIC TOTAL RETUCSQFinancial Services0.45%45,208+1,816+4.19%$923,797
EXXON MOBIL CORPXOMEnergy0.45%6,745-457-6.35%$922,144
Showing 30 of 104 holdings in the latest reporting period.
David J Yvars Group Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MSFTMicrosoft CorporationPUT22,938$8,555,965
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.