The David J Yvars Group Inc

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Assets, Funds, Holdings

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The David J Yvars Group Inc
CRD #328901
SEC #801-129169
CIK #0001836266
AUM $302.6 MM (2024-03-14)
Employees 5 (80% Investors, 0% Brokers)
Phone914-741-9700
Address7706 Sloane Gardens Court
University Park, FL 34201
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002004201120182025
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 ($MM)
180144108723602020202120232025
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($BB)
Global Assets Advisory LLC
FL 0.3
Southbridge Advisors LLC
GA 0.3
IF Advisors LLC
TX 0.3
Prudent Street Financial Advisors LLC
TN 0.3
Alpha Wealth Management and Planning LLC
CA 0.3
Financial Decisions LLC
NY 0.3
Stone Oak Wealth Management LLC
TX 0.3
Crown Wealth Group LLC
NC 0.3
LGT Financial Advisors LLC
TX 0.3
Blueprint Investing LLC
CA 0.3
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