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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The David J Yvars Group Inc
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|---|---|
| CRD # | 328901 |
| SEC # | 801-129169 |
| CIK # | 0001836266 |
| AUM | $364.7 M (2025-02-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 914-741-9700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.7 | ||
| Microsoft Corp | 12.7 | ||
| Spotify Technology Sa | 6.3 | ||
| Apple Inc | 4.4 | ||
| Bank of America Corp /DE/ | 4.0 | ||
| Netflix Inc | 3.8 | ||
| Facebook Inc | 3.2 | ||
| Palo Alto Networks Inc | 3.2 | ||
| Putnam Premier Income Trust | 2.0 | ||
| Amazon Com Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 313 | 36.2 |
| (b) Individuals (high net worth individuals) | 125 | 228.4 |
| (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 | 56 | 100.1 |
| Total | 951 | 364.7 |
| By Discretionary | ||
| Discretionary | 770 | 255.1 |
| Non-Discretionary | 181 | 109.7 |
| Total | 951 | 364.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.7 | |
| Total | 951 | 364.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001836266] |
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|---|---|---|
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AZ | 0.4 |
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IL | 0.4 |
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Mascagni Wealth Management Inc
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Petix & Botte Company
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|
Alexander Randolph Advisory Inc
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|
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Highview Capital Management LLC
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