$157 Million is the total value of David J Yvars Group's 82 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GM | New | GENERAL MTRS CO | $7,212,000 | – | 125,515 | +100.0% | 4.59% | – |
| CROX | New | CROCS INC | $6,446,000 | – | 80,130 | +100.0% | 4.10% | – |
| CAT | New | CATERPILLAR INC | $300,000 | – | 1,295 | +100.0% | 0.19% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $258,000 | – | 1,167 | +100.0% | 0.16% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $227,000 | – | 8,660 | +100.0% | 0.14% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $219,000 | – | 1,704 | +100.0% | 0.14% | – |
| HD | New | HOME DEPOT INC | $213,000 | – | 698 | +100.0% | 0.14% | – |
| REM | New | ISHARES TRmortge rel etf | $212,000 | – | 5,975 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 19.7% |
| MICROSOFT CORP | 12 | Q3 2023 | 10.6% |
| ISHARES TR | 12 | Q3 2023 | 6.2% |
| SPDR SER TR | 12 | Q3 2023 | 6.0% |
| APPLE INC | 12 | Q3 2023 | 5.8% |
| AMAZON COM INC | 12 | Q3 2023 | 7.0% |
| BK OF AMERICA CORP | 12 | Q3 2023 | 4.6% |
| NVIDIA CORPORATION | 12 | Q3 2023 | 7.3% |
| ISHARES TR | 12 | Q3 2023 | 2.7% |
| FIVE BELOW INC | 12 | Q3 2023 | 6.0% |
View David J Yvars Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-21 |
| 13F-HR/A | 2022-01-24 |
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.