0001085146-24-001713.txt : 20240411 0001085146-24-001713.hdr.sgml : 20240411 20240411100136 ACCESSION NUMBER: 0001085146-24-001713 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: David J Yvars Group CENTRAL INDEX KEY: 0001836266 ORGANIZATION NAME: IRS NUMBER: 200753496 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20440 FILM NUMBER: 24837358 BUSINESS ADDRESS: STREET 1: 7706 SLOANE GARDENS CT CITY: UNIVERSITY PARK STATE: FL ZIP: 34201 BUSINESS PHONE: 9147419700 MAIL ADDRESS: STREET 1: 7706 SLOANE GARDENS CT CITY: UNIVERSITY PARK STATE: FL ZIP: 34201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001836266 XXXXXXXX 03-31-2024 03-31-2024 false David J Yvars Group

7706 SLOANE GARDENS CT UNIVERSITY PARK FL 34201

13F HOLDINGS REPORT 028-20440 000328901 801-129169 N David J. Yvars 914-741-9700 /s/David J. Yvars Valhalla NY 04-11-2024 0 76 148307576 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 214678 2105 SH SOLE 2105 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 674491 3737 SH SOLE 3737 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 532783 3530 SH SOLE 3530 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 389329 2557 SH SOLE 2557 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1210114 6709 SH SOLE 6709 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 353527 4106 SH SOLE 4106 0 0 APPLE INC COM 037833100 BBG001S5N8V8 4264454 24868 SH SOLE 24868 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 BBG01J1GY084 2793402 22349 SH SOLE 22349 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 290984 16533 SH SOLE 16533 0 0 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 1744674 8942 SH SOLE 8942 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3868215 102010 SH SOLE 102010 0 0 BLACKROCK ENHANCD CAP & INM COM 09256A109 BBG001SJTK18 466160 23918 SH SOLE 23918 0 0 BLACKROCK ENHANCED EQUITY DI COM 09251A104 BBG001SK5462 940556 113962 SH SOLE 113962 0 0 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 BBG00ZSNML46 96634 11872 SH SOLE 11872 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 3757150 12070 SH SOLE 12070 0 0 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 BBG001SC0HR3 442384 27072 SH SOLE 27072 0 0 CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 2703494 27920 SH SOLE 27920 0 0 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 782276 8614 SH SOLE 8614 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 3709867 11572 SH SOLE 11572 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 124968 14966 SH SOLE 14966 0 0 EATON VANCE TAX-MANAGED DIVE COM 27828N102 BBG001SQK9P0 507047 37884 SH SOLE 37884 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829F108 BBG001SPXHX1 402833 49605 SH SOLE 49605 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 1082142 1391 SH SOLE 1391 0 0 ETF SER SOLUTIONS DEFIANCE QUANT 26922A420 BBG00LWJ3BF2 432500 7047 SH SOLE 7047 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 581781 5005 SH SOLE 5005 0 0 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 BBG00DR7RGF5 267240 5915 SH SOLE 5915 0 0 FLEXSHARES TR QUALT DIVD IDX 33939L860 BBG003QD4F80 267107 4060 SH SOLE 4060 0 0 GABELLI EQUITY TR INC COM 362397101 BBG001S5RFR3 123409 22357 SH SOLE 22357 0 0 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 BBG001STTSL7 819451 57489 SH SOLE 57489 0 0 GUGGENHEIM TAXABLE MUNICP BO COM 401664107 BBG001SLD9D2 694136 42586 SH SOLE 42586 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 365954 954 SH SOLE 954 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 BBG001SN3Z78 241664 11800 SH SOLE 11800 0 0 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 BBG001T10BD4 1298496 32550 SH SOLE 32550 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 10632960 23948 SH SOLE 23948 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 319074 2895 SH SOLE 2895 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 5751372 94688 SH SOLE 94688 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1093793 9897 SH SOLE 9897 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 28238420 53713 SH SOLE 53713 0 0 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 1951117 25101 SH SOLE 25101 0 0 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 866250 7953 SH SOLE 7953 0 0 ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 6035033 26713 SH SOLE 26713 0 0 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 1222955 9941 SH SOLE 9941 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 200269 1266 SH SOLE 1266 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 351927 1757 SH SOLE 1757 0 0 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 BBG001S5X3D8 205342 28719 SH SOLE 28719 0 0 LIBERTY ALL-STAR GROWTH FD I COM 529900102 BBG001S8MP72 118390 21565 SH SOLE 21565 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 261694 928 SH SOLE 928 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 739170 1522 SH SOLE 1522 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 10699526 25431 SH SOLE 25431 0 0 MONGODB INC CL A 60937P106 BBG0022FDRZ7 948244 2644 SH SOLE 2644 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 303665 500 SH SOLE 500 0 0 NEURONETICS INC COM 64131A105 BBG001SSSWY7 331867 69720 SH SOLE 69720 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 BBG001S5S2K8 174380 23953 SH SOLE 23953 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 405243 1590 SH SOLE 1590 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 3984766 31034 SH SOLE 31034 0 0 NUVEEN CORE EQUITY ALPHA FD COM 67090X107 BBG001SMBC18 153450 11000 SH SOLE 11000 0 0 NUVEEN NEW YORK AMT QLT MUNI COM 670656107 BBG001S90BW7 402734 37050 SH SOLE 37050 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 9901206 10958 SH SOLE 10958 0 0 OCUGEN INC COM 67577C105 BBG001TG1LS2 34719 21170 SH SOLE 21170 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 262651 2091 SH SOLE 2091 0 0 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2277018 8014 SH SOLE 8014 0 0 ROYCE VALUE TR INC COM 780910105 BBG001S5VTQ9 527869 34914 SH SOLE 34914 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 4988143 16562 SH SOLE 16562 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 737499 11289 SH SOLE 11289 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2636069 12657 SH SOLE 12657 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 388824 510 SH SOLE 510 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 513101 7152 SH SOLE 7152 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 4586061 62788 SH SOLE 62788 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 5654585 21427 SH SOLE 21427 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 1448181 2534 SH SOLE 2534 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 207784 1182 SH SOLE 1182 0 0 UBS AG LONDON BRANCH NT LKD 24 902677780 BBG006MDLND5 258939 307 SH SOLE 307 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 BBG002VZY7Y3 324788 11192 SH SOLE 11192 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 960762 4007 SH SOLE 4007 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 310576 1243 SH SOLE 1243 0 0 WALMART INC COM 931142103 BBG001S5XH92 453260 7533 SH SOLE 7533 0 0