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| The David J Yvars Group Inc
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| |
|---|---|
| CRD # | 328901 |
| SEC # | 801-129169 |
| CIK # | 0001836266 |
| AUM | $302.6 MM (2024-03-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 914-741-9700 |
| Address | 7706 Sloane Gardens Court University Park, FL 34201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 13.4 | |
| MSFT | 1,918,222.4 | 11.6 | |
| AAPL | 2,382,844.0 | 5.0 | |
| CRWD | 40,424.6 | 4.5 | |
| NVO | 245,328.6 | 4.5 | |
| ARM | 4.4 | ||
| CRM | 170,602.7 | 4.2 | |
| BAC | 278,315.2 | 4.1 | |
| SPOT | 19,073.3 | 3.7 | |
| CDNS | 41,396.9 | 3.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 39.5 |
| (b) Individuals (high net worth individuals) | 102 | 172.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 58 | 90.4 |
| Total | 936 | 302.6 |
| By Discretionary | ||
| Discretionary | 775 | 214.8 |
| Non-Discretionary | 161 | 87.8 |
| Total | 936 | 302.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.6 | |
| Total | 936 | 302.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001836266] |
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|---|---|---|
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GA | 0.3 |
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Alpha Wealth Management and Planning LLC
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CA | 0.3 |
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NY | 0.3 |
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TX | 0.3 |
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Crown Wealth Group LLC
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NC | 0.3 |
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LGT Financial Advisors LLC
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TX | 0.3 |
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Blueprint Investing LLC
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CA | 0.3 |