| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 21.2% |
| MICROSOFT CORP | 15 | Q2 2024 | 10.6% |
| ISHARES TR | 15 | Q2 2024 | 6.2% |
| SPDR SER TR | 15 | Q2 2024 | 6.0% |
| APPLE INC | 15 | Q2 2024 | 5.8% |
| NVIDIA CORPORATION | 15 | Q2 2024 | 8.4% |
| BK OF AMERICA CORP | 15 | Q2 2024 | 4.6% |
| AMAZON COM INC | 15 | Q2 2024 | 7.0% |
| ISHARES TR | 15 | Q2 2024 | 2.7% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 7.0% |
View David J Yvars Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-15 |
View David J Yvars Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.