StockDrifts LogoStockDrifts

David J Yvars Group

Portfolio Manager
David J Yvars Group
Performance
-6.08% (2026 Q1)
AUM (13F)
$178.91M
# of Holdings
92
Performance Rank
Allocation (Top 20)
80.24%

David J Yvars Group Holdings Map

Top 50 David J Yvars Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
21.75%59.6K$38.9M
-0.18%(-109)
2025-Q1: 55.5K shares2025-Q2: 56.1K shares2025-Q3: 56.4K shares2025-Q4: 59.7K shares2026-Q1: 59.6K shares
$400.20(+81.66%)
2026-03-31
QQQ
INVESCO QQQ TR
10.1%31.3K$18.1M
-0.38%(-118)
2025-Q1: 28.4K shares2025-Q2: 28.5K shares2025-Q3: 28.4K shares2025-Q4: 31.4K shares2026-Q1: 31.3K shares
$384.73(+77.16%)
2026-03-31
NVDA
NVIDIA CORPORATION
8.73%89.7K$15.6M
-0.47%(-425)
2025-Q1: 93.5K shares2025-Q2: 93.2K shares2025-Q3: 89.1K shares2025-Q4: 90.1K shares2026-Q1: 89.7K shares
$19.40(+912.98%)
2026-03-31
MSFT
MICROSOFT CORP
5.31%25.7K$9.5M
+1.00%(+255)
2025-Q1: 24.4K shares2025-Q2: 25.4K shares2025-Q3: 25.4K shares2025-Q4: 25.4K shares2026-Q1: 25.7K shares
$238.85(+72.23%)
2026-03-31
IJH
ISHARES TR
5.15%136.5K$9.2M
+0.26%(+350)
2025-Q1: 86.8K shares2025-Q2: 144.9K shares2025-Q3: 131.9K shares2025-Q4: 136.2K shares2026-Q1: 136.5K shares
$50.45(+45.23%)
2026-03-31
IDEV
ISHARES TR
3.99%85.5K$7.1M
-1.31%(-1.13K)
2025-Q1: 0 shares2025-Q2: 83.5K shares2025-Q3: 81.4K shares2025-Q4: 86.6K shares2026-Q1: 85.5K shares
$73.25(+20.20%)
2026-03-31
LQD
ISHARES TR
3.76%61.8K$6.7M
+3.58%(+2.14K)
2025-Q1: 9.0K shares2025-Q2: 49.7K shares2025-Q3: 53.5K shares2025-Q4: 59.6K shares2026-Q1: 61.8K shares
$110.94(-2.07%)
2026-03-31
CWB
SPDR SERIES TRUST
3.2%62.6K$5.7M
+2.15%(+1.31K)
2025-Q1: 56.4K shares2025-Q2: 54.3K shares2025-Q3: 54.7K shares2025-Q4: 61.3K shares2026-Q1: 62.6K shares
$78.70(+32.01%)
2026-03-31
AAPL
APPLE INC
3.08%21.7K$5.5M
+0.32%(+69)
2025-Q1: 21.4K shares2025-Q2: 21.6K shares2025-Q3: 21.6K shares2025-Q4: 21.6K shares2026-Q1: 21.7K shares
$127.12(+123.55%)
2026-03-31
BAC
BANK AMERICA CORP
2.28%83.8K$4.1M
+0.00%(+2)
2025-Q1: 85.0K shares2025-Q2: 85.0K shares2025-Q3: 85.0K shares2025-Q4: 83.8K shares2026-Q1: 83.8K shares
$27.48(+93.28%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track David J Yvars Group, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all