DAVID J YVARS GROUP 13F Portfolio
DAVID J YVARS GROUP runs DAVID J YVARS GROUP and currently holds 106 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $217.59M. Their top holdings are IVV, QQQ, NVDA, MSFT, IJH. The top five represent 50.2% of reported portfolio weight. DAVID J YVARS GROUP ranks #425 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DAVID J YVARS GROUP initiated 5 new positions. They added to 40 existing positions. They trimmed 25 positions. Their current best-performing preview position is CRM with returns of +46.53%.
Portfolio Value
$217.59M
Alpha Score
61.9
#425 of 1000
Holdings
106
DAVID J YVARS GROUP Current 13F Holdings
Reported holdings from DAVID J YVARS GROUP's latest SEC 13F filing, ranked by portfolio weight.
106 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 20.92% | $418.09 | $781.99 | +87.04% | Added +0.67% |
 QQQ INVESCO QQQ TR | 10.55% | $402.86 | $751.27 | +86.48% | Added +0.01% |
 NVDA NVIDIA CORPORATION | 9.49% | $21.27 | $229.28 | +977.95% | Added +0.24% |
 MSFT MICROSOFT CORP | 5.43% | $512.90 | $535.07 | +4.32% | Added +100.00% |
 IJH ISHARES TR | 4.61% | $53.86 | $73.41 | +36.30% | Added +1.20% |
 IDEV ISHARES TR | 3.46% | $76.49 | $89.20 | +16.61% | Trimmed -2.20% |
 AAPL APPLE INC | 3.28% | $136.86 | $336.68 | +146.00% | Trimmed -1.96% |
 CWB SPDR SERIES TRUST | 3.22% | $85.32 | $100.86 | +18.21% | Added +6.24% |
 LQD ISHARES TR | 2.76% | $111.42 | $102.42 | -8.08% | Trimmed -4.05% |
 XLK SELECT SECTOR SPDR TR | 2.56% | $86.87 | $198.78 | +128.82% | Trimmed -0.25% |
Showing 1-10 of 106