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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001836266] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Global Assets Advisory LLC
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|
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 |