David J Yvars Group
All 13F Filings
- Location
- University Park, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 187,885
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 94 | 187,885 | 13F-HR | David J Yvars Group |
| Q3 2025 | 10/27/2025 | 93 | 186,695 | 13F-HR | David J Yvars Group |
| Q2 2025 | 7/9/2025 | 83 | 170,706 | 13F-HR | David J Yvars Group |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
393
(0.2% of total reported value)
· QoQ Δ:
+393
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.1 K | 62.5% | 1.265 K | 0 | 1.265 K |
| ETFs | 70.35 K | 37.5% | 0 | 472 | -472 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
187,885
Holdings
94
QoQ value change ($000)
1,190
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.