Top 50 David J Yvars Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.75% | 59.6K | $38.9M | -0.18%(-109) | $400.20(+81.66%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 10.1% | 31.3K | $18.1M | -0.38%(-118) | $384.73(+77.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.73% | 89.7K | $15.6M | -0.47%(-425) | $19.40(+912.98%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.31% | 25.7K | $9.5M | +1.00%(+255) | $238.85(+72.23%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.15% | 136.5K | $9.2M | +0.26%(+350) | $50.45(+45.23%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.99% | 85.5K | $7.1M | -1.31%(-1.13K) | $73.25(+20.20%) | 2026-03-31 | |
| LQD | ISHARES TR | 3.76% | 61.8K | $6.7M | +3.58%(+2.14K) | $110.94(-2.07%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 3.2% | 62.6K | $5.7M | +2.15%(+1.31K) | $78.70(+32.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.08% | 21.7K | $5.5M | +0.32%(+69) | $127.12(+123.55%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 2.28% | 83.8K | $4.1M | +0.00%(+2) | $27.48(+93.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.76% | +63.28% |
| Top 20 Holdings Unweighted | +15.86% | +55.54% |
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