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Home > Institutional Investor > David J Yvars Group > Profile

Instuitional Investor - David J Yvars Group

Fund Profile
Filing Period:
Fund Name: David J Yvars Group
Portfolio Value $127,105,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,528 $31,199,808 24.55%
2.
Invesco Qqq Tr
 28,395 $13,315,210 10.48%
3.
Nvidia Corp
 NVDA 93,493 $10,136,443 7.97%
4.
Microsoft Corp
 MSFT 24,372 $9,149,326 7.2%
5.
Ishares Trust
 IEF 86,787 $5,064,018 3.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)