0001085146-24-005268.txt : 20241031 0001085146-24-005268.hdr.sgml : 20241031 20241031140614 ACCESSION NUMBER: 0001085146-24-005268 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241031 DATE AS OF CHANGE: 20241031 EFFECTIVENESS DATE: 20241031 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: 241414540 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 09-30-2024 09-30-2024 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 10-31-2024 0 80 161492513 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 211006 2005 SH SOLE 2005 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 603322 3677 SH SOLE 3677 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 711530 4290 SH SOLE 4290 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 424161 2537 SH SOLE 2537 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1247457 6694 SH SOLE 6694 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 421276 4106 SH SOLE 4106 0 0 APPLE INC COM 037833100 BBG001S5N8V8 5570394 23909 SH SOLE 23909 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 3424826 8923 SH SOLE 8923 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 4183329 29252 SH SOLE 29252 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 363731 16533 SH SOLE 16533 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3365658 84820 SH SOLE 84820 0 0 BLACKROCK ENHANCD CAP & INM COM 09256A109 BBG001SJTK18 367234 18651 SH SOLE 18651 0 0 BLACKROCK ENHANCED EQUITY DI COM 09251A104 BBG001SK5462 979888 113282 SH SOLE 113282 0 0 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 BBG00ZSNML46 77876 10315 SH SOLE 10315 0 0 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 BBG0077G51R4 820077 23232 SH SOLE 23232 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 1313662 7615 SH SOLE 7615 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 3168612 11691 SH SOLE 11691 0 0 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 BBG001SC0HR3 422663 24452 SH SOLE 24452 0 0 COLUMBIA SELIGM PREM TECH GR COM 19842X109 BBG001T5SVR6 393565 11752 SH SOLE 11752 0 0 COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 3966390 10161 SH SOLE 10161 0 0 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 899343 8637 SH SOLE 8637 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2832747 10100 SH SOLE 10100 0 0 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 222096 3843 SH SOLE 3843 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 143390 15569 SH SOLE 15569 0 0 EATON VANCE TAX-MANAGED DIVE COM 27828N102 BBG001SQK9P0 565243 38782 SH SOLE 38782 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829F108 BBG001SPXHX1 433256 49982 SH SOLE 49982 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 1265122 1428 SH SOLE 1428 0 0 ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420 BBG00LWJ3BF2 294965 4727 SH SOLE 4727 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 648930 5536 SH SOLE 5536 0 0 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 BBG00DR7RGF5 297879 5915 SH SOLE 5915 0 0 FLEXSHARES TR QUALT DIVD IDX 33939L860 BBG003QD4F80 289722 4060 SH SOLE 4060 0 0 GABELLI EQUITY TR INC COM 362397101 BBG001S5RFR3 80789 14716 SH SOLE 14716 0 0 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 BBG001STTSL7 879328 56141 SH SOLE 56141 0 0 GUGGENHEIM TAXABLE MUNICP BO COM 401664107 BBG001SLD9D2 768924 43812 SH SOLE 43812 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 404795 999 SH SOLE 999 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 BBG001SN3Z78 257948 11800 SH SOLE 11800 0 0 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 BBG001T10BD4 1187641 27334 SH SOLE 27334 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 12523275 25659 SH SOLE 25659 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 344469 2929 SH SOLE 2929 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 5297912 85011 SH SOLE 85011 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1047684 8958 SH SOLE 8958 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 30912368 53591 SH SOLE 53591 0 0 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2032588 25312 SH SOLE 25312 0 0 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 910548 8059 SH SOLE 8059 0 0 ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 6851999 29715 SH SOLE 29715 0 0 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 1274433 9441 SH SOLE 9441 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 205168 1266 SH SOLE 1266 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 396417 1880 SH SOLE 1880 0 0 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 BBG001S5X3D8 160027 22539 SH SOLE 22539 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 265626 872 SH SOLE 872 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 833505 1456 SH SOLE 1456 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 11055443 25693 SH SOLE 25693 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 361728 510 SH SOLE 510 0 0 NEURONETICS INC COM 64131A105 BBG001SSSWY7 23934 31500 SH SOLE 31500 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 BBG001S5S2K8 205942 24723 SH SOLE 24723 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 219778 2600 SH SOLE 2600 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 395115 1590 SH SOLE 1590 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 3790931 31838 SH SOLE 31838 0 0 NUVEEN CORE EQUITY ALPHA FD COM 67090X107 BBG001SMBC18 167200 11000 SH SOLE 11000 0 0 NUVEEN NEW YORK AMT QLT MUNI COM 670656107 BBG001S90BW7 414960 37050 SH SOLE 37050 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 13468511 110907 SH SOLE 110907 0 0 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3112773 9107 SH SOLE 9107 0 0 PFIZER INC COM 717081103 BBG001S5V466 289488 10003 SH SOLE 10003 0 0 ROYCE SMALL CAP TRUST INC COM 780910105 BBG001S5VTQ9 460628 29519 SH SOLE 29519 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 925140 3380 SH SOLE 3380 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 912699 11334 SH SOLE 11334 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2959178 13108 SH SOLE 13108 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 389060 435 SH SOLE 435 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 645713 7160 SH SOLE 7160 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 4765432 62220 SH SOLE 62220 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 4205296 11411 SH SOLE 11411 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 2908704 5744 SH SOLE 5744 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 307415 1175 SH SOLE 1175 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 BBG002VZY7Y3 229412 7800 SH SOLE 7800 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 210010 547 SH SOLE 547 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 1056095 4011 SH SOLE 4011 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 327941 1243 SH SOLE 1243 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 207853 394 SH SOLE 394 0 0 VIRTUS ARTIFICIAL INTELLIGEN COM 92838Y100 BBG00Q7474L7 256436 11672 SH SOLE 11672 0 0 WALMART INC COM 931142103 BBG001S5XH92 654904 8110 SH SOLE 8110 0 0