147 is the total number of securities David J Yvars Group has owned. The longest David J Yvars Group has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 12 | 9.68% | 14.35% | 19.72% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 6.46% | 8.02% | 10.63% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES TR | 12 | 12 | 3.59% | 4.40% | 6.24% | Q4 2020 | Q3 2023 | 12 |
CWB | SPDR SER TR | 12 | 12 | 3.72% | 4.31% | 5.98% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 2.83% | 4.10% | 5.79% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.34% | 3.46% | 6.95% | Q4 2020 | Q3 2023 | 12 |
BAC | BK OF AMERICA CORP | 12 | 12 | 2.12% | 3.00% | 4.56% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 1.15% | 2.81% | 7.31% | Q4 2020 | Q3 2023 | 12 |
HYG | ISHARES TR | 12 | 12 | 1.45% | 1.81% | 2.74% | Q4 2020 | Q3 2023 | 12 |
FIVE | FIVE BELOW INC | 12 | 12 | 0.18% | 1.62% | 6.02% | Q4 2020 | Q3 2023 | 12 |
XLK | SELECT SECTOR SPDR TR | 12 | 12 | 0.56% | 1.52% | 7.03% | Q4 2020 | Q3 2023 | 12 |
BDJ | BLACKROCK ENHANCED EQU... | 12 | 12 | 0.89% | 1.52% | 2.46% | Q4 2020 | Q3 2023 | 12 |
PNQI | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.87% | 1.21% | 1.55% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 0.61% | 1.03% | 1.55% | Q4 2020 | Q3 2023 | 12 |
GBAB | GUGGENHEIM TAXABLE MUN... | 12 | 12 | 0.61% | 0.99% | 1.39% | Q4 2020 | Q3 2023 | 12 |
LQD | ISHARES TR | 12 | 12 | 0.44% | 0.94% | 1.59% | Q4 2020 | Q3 2023 | 12 |
CRM | SALESFORCE INC | 12 | 12 | 0.32% | 0.79% | 2.86% | Q4 2020 | Q3 2023 | 12 |
XLU | SELECT SECTOR SPDR TR | 12 | 12 | 0.29% | 0.74% | 1.36% | Q4 2020 | Q3 2023 | 12 |
VV | VANGUARD INDEX FDS | 12 | 12 | 0.52% | 0.69% | 1.04% | Q4 2020 | Q3 2023 | 12 |
ED | CONSOLIDATED EDISON INC | 12 | 12 | 0.34% | 0.64% | 1.03% | Q4 2020 | Q3 2023 | 12 |
CSQ | CALAMOS STRATEGIC TOTL... | 12 | 12 | 0.32% | 0.52% | 0.77% | Q4 2020 | Q3 2023 | 12 |
CII | BLACKROCK ENHANCED CAP... | 12 | 12 | 0.33% | 0.48% | 0.77% | Q4 2020 | Q3 2023 | 12 |
EXG | EATON VANCE TAX-MANAGE... | 12 | 12 | 0.36% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 12 |
RVT | ROYCE VALUE TR INC | 12 | 12 | 0.33% | 0.47% | 0.77% | Q4 2020 | Q3 2023 | 12 |
ETY | EATON VANCE TAX-MANAGE... | 12 | 12 | 0.35% | 0.45% | 0.57% | Q4 2020 | Q3 2023 | 12 |
IJS | ISHARES TR | 12 | 12 | 0.19% | 0.44% | 0.75% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.17% | 0.44% | 0.92% | Q4 2020 | Q3 2023 | 12 |
SO | SOUTHERN CO | 12 | 12 | 0.24% | 0.41% | 0.70% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.18% | 0.40% | 0.71% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.15% | 0.38% | 0.72% | Q4 2020 | Q3 2023 | 12 |
IJJ | ISHARES TR | 12 | 12 | 0.23% | 0.38% | 0.61% | Q4 2020 | Q3 2023 | 12 |
NRK | NUVEEN NEW YORK AMT QL... | 12 | 12 | 0.29% | 0.36% | 0.57% | Q4 2020 | Q3 2023 | 12 |
PAYC | PAYCOM SOFTWARE INC | 12 | 12 | 0.17% | 0.36% | 0.84% | Q4 2020 | Q3 2023 | 12 |
HDV | ISHARES TR | 12 | 12 | 0.15% | 0.34% | 0.67% | Q4 2020 | Q3 2023 | 12 |
IWP | ISHARES TR | 12 | 12 | 0.20% | 0.34% | 0.50% | Q4 2020 | Q3 2023 | 12 |
AEP | AMERICAN ELEC PWR CO INC | 12 | 12 | 0.24% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 12 |
NSC | NORFOLK SOUTHN CORP | 12 | 12 | 0.23% | 0.32% | 0.49% | Q4 2020 | Q3 2023 | 12 |
T | AT&T INC | 12 | 12 | 0.18% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 12 |
MCD | MCDONALDS CORP | 12 | 12 | 0.19% | 0.28% | 0.50% | Q4 2020 | Q3 2023 | 12 |
WMT | WALMART INC | 12 | 12 | 0.17% | 0.26% | 0.38% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.17% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
VGT | VANGUARD WORLD FDS | 12 | 12 | 0.21% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
PPT | PUTNAM PREMIER INCOME TR | 12 | 12 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
PFF | ISHARES TR | 11 | 11 | 0.66% | 1.04% | 1.30% | Q4 2020 | Q2 2023 | 11 |
TSLA | TESLA INC | 8 | 3 | 0.17% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 11 |
HD | HOME DEPOT INC | 11 | 11 | 0.12% | 0.22% | 0.37% | Q1 2021 | Q3 2023 | 11 |
VO | VANGUARD INDEX FDS | 11 | 11 | 0.16% | 0.22% | 0.34% | Q1 2021 | Q3 2023 | 11 |
ANGL | VANECK VECTORS ETF TR | 10 | 10 | 0.25% | 0.34% | 0.50% | Q2 2021 | Q3 2023 | 10 |
JPM | JPMORGAN CHASE & CO | 6 | 4 | 0.20% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 10 |
STIM | NEURONETICS INC | 7 | 3 | 0.02% | 0.15% | 0.39% | Q4 2020 | Q3 2023 | 10 |
HYB | NEW AMER HIGH INCOME F... | 10 | 10 | 0.08% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
MELI | MERCADOLIBRE INC | 6 | 3 | 0.14% | 0.89% | 2.57% | Q4 2020 | Q3 2023 | 9 |
QYLD | GLOBAL X FDS | 9 | 9 | 0.15% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
LLY | LILLY ELI & CO | 8 | 8 | 0.14% | 1.42% | 5.42% | Q4 2021 | Q3 2023 | 8 |
GOF | GUGGENHEIM STRATEGIC O... | 8 | 8 | 0.71% | 0.89% | 1.27% | Q4 2021 | Q3 2023 | 8 |
NOW | SERVICENOW INC | 6 | 2 | 0.18% | 0.72% | 4.28% | Q4 2020 | Q3 2023 | 8 |
NEE | NEXTERA ENERGY INC | 7 | 1 | 0.12% | 0.19% | 0.28% | Q4 2020 | Q1 2023 | 8 |
JPS | NUVEEN PFD & INCOME SE... | 8 | 8 | 0.10% | 0.17% | 0.22% | Q4 2020 | Q3 2022 | 8 |
NFLX | NETFLIX INC | 6 | 1 | 0.17% | 3.65% | 5.38% | Q4 2020 | Q2 2023 | 7 |
DVY | ISHARES TR | 7 | 7 | 0.15% | 1.14% | 2.13% | Q1 2022 | Q3 2023 | 7 |
MDB | MONGODB INC | 4 | 1 | 0.13% | 0.28% | 0.77% | Q4 2020 | Q3 2023 | 7 |
FB | META PLATFORMS INC | 5 | 2 | 0.18% | 0.28% | 0.56% | Q4 2020 | Q3 2023 | 7 |
AMD | ADVANCED MICRO DEVICES... | 5 | 2 | 0.13% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 7 |
AEIS | ADVANCED ENERGY INDS | 3 | 1 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 7 |
GAB | GABELLI EQUITY TR INC | 7 | 7 | 0.09% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 7 |
CROX | CROCS INC | 4 | 2 | 2.07% | 4.58% | 7.07% | Q1 2021 | Q2 2023 | 6 |
ENTG | ENTEGRIS INC | 6 | 6 | 0.24% | 3.43% | 5.62% | Q4 2020 | Q1 2022 | 6 |
EVT | EATON VANCE TAX ADVT D... | 6 | 6 | 0.13% | 0.17% | 0.29% | Q1 2021 | Q2 2022 | 6 |
JCE | NUVEEN CORE EQUITY ALP... | 6 | 6 | 0.11% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
GNRC | GENERAC HLDGS INC | 5 | 5 | 2.41% | 3.51% | 4.03% | Q4 2020 | Q4 2021 | 5 |
JD | JD.COM INC | 5 | 5 | 0.13% | 1.92% | 6.59% | Q4 2020 | Q4 2021 | 5 |
SPY | SPDR S&P 500 ETF TR | 5 | 5 | 0.36% | 0.55% | 0.63% | Q4 2020 | Q4 2021 | 5 |
MA | MASTERCARD INCORPORATED | 5 | 5 | 0.23% | 0.42% | 0.50% | Q4 2020 | Q4 2021 | 5 |
V | VISA INC | 5 | 5 | 0.22% | 0.38% | 0.45% | Q4 2020 | Q4 2021 | 5 |
IEI | ISHARES TR | 5 | 5 | 0.19% | 0.36% | 0.56% | Q4 2020 | Q4 2021 | 5 |
IAI | ISHARES TR | 5 | 5 | 0.20% | 0.34% | 0.53% | Q1 2022 | Q1 2023 | 5 |
TWLO | TWILIO INC | 5 | 5 | 0.17% | 0.22% | 0.24% | Q4 2020 | Q4 2021 | 5 |
BCV | BANCROFT FD LTD | 5 | 5 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q4 2021 | 5 |
PERMIAN RESOURCES CORP | 5 | 5 | 0.14% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 | |
BIGZ | BLACKROCK INNOVATION A... | 5 | 5 | 0.11% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 5 |
ERC | WELLS FARGO ADV MULTI ... | 5 | 5 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q4 2021 | 5 |
PGX | INVESCO EXCH TRADED FD... | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
ABBV | ABBVIE INC | 4 | 4 | 4.54% | 6.34% | 8.06% | Q1 2022 | Q4 2022 | 4 |
PYPL | PAYPAL HLDGS INC | 4 | 4 | 0.19% | 2.24% | 2.99% | Q4 2020 | Q3 2021 | 4 |
GPM | GUGGENHEIM ENHANCED EQ... | 4 | 4 | 0.53% | 0.58% | 0.65% | Q4 2020 | Q3 2021 | 4 |
DOCU | DOCUSIGN INC | 4 | 4 | 0.28% | 0.42% | 0.55% | Q4 2020 | Q3 2021 | 4 |
DIS | DISNEY WALT CO | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2021 | 4 |
GDV | GABELLI DIVID & INCOME TR | 4 | 4 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q1 2022 | 4 |
ASG | LIBERTY ALL-STAR GROWT... | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ECF | ELLSWORTH GROWTH & INC... | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q3 2021 | 4 |
USA | LIBERTY ALL STAR EQUIT... | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
TDIV | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q3 2021 | 4 |
KRE | SPDR SER TR | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
KBE | SPDR SER TR | 4 | 4 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q1 2022 | 4 |
QQQ | INVESCO QQQ TR | 3 | 3 | 1.66% | 4.75% | 6.65% | Q1 2023 | Q3 2023 | 3 |
TTD | THE TRADE DESK INC | 3 | 3 | 3.44% | 3.80% | 4.02% | Q1 2023 | Q3 2023 | 3 |
SHOP | SHOPIFY INC | 3 | 3 | 2.36% | 2.56% | 2.85% | Q1 2023 | Q3 2023 | 3 |
SPOT | SPOTIFY TECHNOLOGY S A | 3 | 3 | 1.79% | 2.46% | 2.82% | Q1 2023 | Q3 2023 | 3 |
BIDU | BAIDU INC | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
JNJ | JOHNSON & JOHNSON | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
EDU | NEW ORIENTAL ED & TECH... | 3 | 3 | 0.06% | 0.12% | 0.17% | Q4 2020 | Q2 2021 | 3 |
ETJ | EATON VANCE RISK-MANAG... | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
GM | GENERAL MTRS CO | 2 | 2 | 4.03% | 4.31% | 4.59% | Q1 2021 | Q2 2021 | 2 |
TPX | TEMPUR SEALY INTL INC | 2 | 2 | 4.00% | 4.07% | 4.14% | Q3 2021 | Q4 2021 | 2 |
ISRG | INTUITIVE SURGICAL INC | 2 | 2 | 2.62% | 3.37% | 4.12% | Q3 2022 | Q4 2022 | 2 |
HUBS | HUBSPOT INC | 2 | 2 | 2.36% | 2.43% | 2.50% | Q2 2023 | Q3 2023 | 2 |
DT | DYNATRACE INC | 2 | 2 | 2.14% | 2.26% | 2.38% | Q2 2023 | Q3 2023 | 2 |
SOXX | ISHARES TR | 2 | 2 | 0.55% | 2.00% | 3.44% | Q2 2023 | Q3 2023 | 2 |
ETSY | ETSY INC | 1 | 1 | 0.17% | 1.34% | 2.51% | Q4 2020 | Q1 2023 | 2 |
APPS | DIGITAL TURBINE INC | 2 | 2 | 0.19% | 0.91% | 1.62% | Q4 2020 | Q1 2021 | 2 |
XLE | SELECT SECTOR SPDR TR | 2 | 2 | 0.44% | 0.48% | 0.52% | Q4 2022 | Q1 2023 | 2 |
FTNT | FORTINET INC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q2 2023 | 2 |
ORCL | ORACLE CORP | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
SQ | SQUARE INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
CRWD | CROWDSTRIKE HLDGS INC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q1 2021 | 2 |
IJT | ISHARES TR | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
CDEV | CENTENNIAL RESOURCE DE... | 2 | 2 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q2 2022 | 2 |
MATX | MATSON INC | 1 | 1 | 4.50% | 4.50% | 4.50% | Q1 2022 | Q1 2022 | 1 |
INMD | INMODE LTD | 1 | 1 | 4.49% | 4.49% | 4.49% | Q3 2021 | Q3 2021 | 1 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 4.46% | 4.46% | 4.46% | Q1 2022 | Q1 2022 | 1 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 4.34% | 4.34% | 4.34% | Q3 2022 | Q3 2022 | 1 |
APA | APA CORPORATION | 1 | 1 | 4.02% | 4.02% | 4.02% | Q1 2022 | Q1 2022 | 1 |
SLB | SCHLUMBERGER LTD | 1 | 1 | 3.99% | 3.99% | 3.99% | Q1 2022 | Q1 2022 | 1 |
PSA | PUBLIC STORAGE | 1 | 1 | 3.94% | 3.94% | 3.94% | Q1 2022 | Q1 2022 | 1 |
DDOG | DATADOG INC | 1 | 1 | 3.90% | 3.90% | 3.90% | Q4 2021 | Q4 2021 | 1 |
VEEV | VEEVA SYS INC | 1 | 1 | 3.88% | 3.88% | 3.88% | Q4 2020 | Q4 2020 | 1 |
GSL | GLOBAL SHIP LEASE INC NEW | 1 | 1 | 3.66% | 3.66% | 3.66% | Q1 2022 | Q1 2022 | 1 |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2023 | Q1 2023 | 1 |
URI | UNITED RENTALS INC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q1 2023 | Q1 2023 | 1 |
SBLK | STAR BULK CARRIERS CORP. | 1 | 1 | 3.08% | 3.08% | 3.08% | Q1 2022 | Q1 2022 | 1 |
COWN | COWEN INC | 1 | 1 | 3.00% | 3.00% | 3.00% | Q2 2021 | Q2 2021 | 1 |
DLTR | DOLLAR TREE INC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q3 2022 | Q3 2022 | 1 |
ATKR | ATKORE INC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q1 2022 | Q1 2022 | 1 |
MUSA | MURPHY USA INC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q4 2022 | Q4 2022 | 1 |
ON | ON SEMICONDUCTOR CORP | 1 | 1 | 2.52% | 2.52% | 2.52% | Q1 2023 | Q1 2023 | 1 |
FANG | DIAMONDBACK ENERGY INC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q1 2022 | Q1 2022 | 1 |
TTC | TORO CO | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2023 | Q1 2023 | 1 |
ADBE | ADOBE INC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
WAL | WESTERN ALLIANCE BANCORP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2021 | Q2 2021 | 1 |
EBAY | EBAY INC. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2022 | Q3 2022 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2022 | Q1 2022 | 1 |
CAT | CATERPILLAR INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
QFIN | 360 DIGITECH INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
VALE | VALE S A | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
REM | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
EFT | EATON VANCE FLTING RAT... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
OCGN | OCUGEN INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including ISHARES TR, MICROSOFT CORP, and ISHARES TR, are the highest-conviction holdings of David J Yvars Group.
The conviction is calculated by counting the number of quarters a security has been reported by David J Yvars Group. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that David J Yvars Group owns currently or has owned in the past.