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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 $163,924,266
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 53,918 $31,740,738 19.36%
2.
Invesco Qqq Tr
 26,773 $13,687,400 8.34%
3.
Nvidia Corp
 NVDA 100,062 $13,438,431 8.19%
4.
Microsoft Corp
 MSFT 24,336 $10,257,904 6.25%
5.
Ishares Trust
 IEF 29,672 $6,393,912 3.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)