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DAVID J YVARS GROUP
DAVID J YVARS GROUP
Latest filing: 2026-06-30
DAVID J YVARS GROUP runs DAVID J YVARS GROUP and currently holds 106 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $211.89M. Their top holdings are IVV, QQQ, NVDA, IJH, IDEV. The top five represent 48.8% of reported portfolio weight. DAVID J YVARS GROUP ranks #493 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DAVID J YVARS GROUP initiated 13 new positions. They added to 37 existing positions. They trimmed 34 positions. Their current best-performing preview position is MU with returns of +241.67%.
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106 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 20.87% | $415.74 | $769.30 | +85.04% | Trimmed -0.91% |
 QQQ INVESCO QQQ TR | 10.79% | $402.81 | $713.44 | +77.12% | Trimmed -0.87% |
 NVDA NVIDIA CORPORATION | 8.51% | $20.79 | $214.76 | +933.00% | Added +0.52% |
 IJH ISHARES TR | 5.01% | $53.64 | $76.75 | +43.08% | Added +0.92% |
 IDEV ISHARES TR | 3.61% | $76.49 | $93.31 | +21.98% | Added +0.52% |
 CWB SPDR SERIES TRUST | 3.31% | $84.33 | $103.82 | +23.11% | Added +4.01% |
 LQD ISHARES TR | 3.15% | $111.42 | $105.94 | -4.92% | Trimmed -0.99% |
 AAPL APPLE INC | 2.99% | $136.86 | $309.35 | +126.03% | Added +0.81% |
 XLK SELECT SECTOR SPDR TR | 2.56% | $157.04 | $183.35 | +16.75% | Trimmed -0.01% |
 BAC BANK OF AMER CORP | 2.26% | $30.67 | $61.70 | +101.17% | Added +0.29% |
Showing 1-10 of 106