David J Yvars Group
CIK 1836266 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- IVV21.17%
- QQQ7.72%
- MSFT7.46%
- NVDA4.71%
- AAPL4.41%
- IJH4.23%
- SOXX3.96%
- CWB3.70%
- CRM3.45%
- SPOT3.21%
Share classes counted separately64.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $26.32M | 21.17% | 55.11K shares | — | ↗▾ | |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $9.60M | 7.72% | 23.45K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORP View history and evidence | $9.27M | 7.46% | 24.66K shares | — | ↗▾ | |
| 04 | NVDANVIDIA CORP View history and evidence | $5.86M | 4.71% | 11.82K shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $5.48M | 4.41% | 28.48K shares | — | ↗▾ | |
| 06 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $5.26M | 4.23% | 18.99K shares | — | ↗▾ | |
| 07 | SOXXISHARES SEMICONDUCTOR ETFISHARES SEMICDTR View history and evidence | $4.92M | 3.96% | 8.54K shares | — | ↗▾ | |
| 08 | CWBSS SPDR BB CONV SEC ETFBBG CONV SEC ETF View history and evidence | $4.60M | 3.70% | 63.70K shares | — | ↗▾ | |
| 09 | CRMSALESFORCE INC View history and evidence | $4.29M | 3.45% | 16.31K shares | — | ↗▾ | |
| 10 | SPOTSPOTIFY TECHNOLOGY SASHS View history and evidence | $4.00M | 3.21% | 21.26K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHOP SHOPIFY INC - CLASS A | Non-derivative | — | — | SEC filing ↗ | |
| HUBS HUBSPOT INC | Non-derivative | — | — | SEC filing ↗ | |
| VGT VANGUARD INFO TECH ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1836266 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124320829
}Research all 74 reported holdings.
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