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| The David J Yvars Group Inc
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|---|---|
| CRD # | 328901 |
| SEC # | 801-129169 |
| CIK # | 0001836266 |
| AUM | 359.3 M (2026-02-04) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-741-9700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001836266 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.0 | ||
| Microsoft Corp | 8.6 | ||
| Apple Inc | 6.3 | ||
| Bank of America Corp /DE/ | 4.8 | ||
| Bloom Energy Corp | 4.1 | ||
| Palo Alto Networks Inc | 4.1 | ||
| Spotify Technology Sa | 2.9 | ||
| Broadcom Inc | 2.5 | ||
| Alphabet Inc | 1.9 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Caterpillar Inc | 1.4 | ||
| BlackRock Science & Technology Trust | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
| BlackRock Enhanced Equity Dividend Trust | 0.9 | ||
| Calamos Strategic Total Return Fund | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 38.5 |
| (b) Individuals (high net worth individuals) | 141 | 263.6 |
| (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 | 13 | 57.2 |
| Total | 1,000 | 359.3 |
| By Discretionary | ||
| Discretionary | 840 | 278.5 |
| Non-Discretionary | 160 | 80.9 |
| Total | 1,000 | 359.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 359.3 | |
| Total | 1,000 | 359.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001836266] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jessup Wealth Management Inc
✚
|
OH | 360.2 M |
|
U S Boston Capital Corporation
✚
|
MA | 359.8 M |
|
BCO Wealth Management LLC
✚
|
NM | 359.8 M |
|
Clearwave Capital LLC
✚
|
CA | 359.2 M |
|
Seros Financial LLC
✚
|
AZ | 359.2 M |
|
Ridgepath Capital Management LLC
✚
|
TN | 358.9 M |
|
Aurora Investment Managers LLC
✚
|
FL | 358.7 M |
|
Cloverfields Capital Group LP
✚
|
MN | 358.7 M |
|
US Asset Management LLC
✚
|
PA | 358.5 M |
|
Consolidated Capital Management LLC
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|
CA | 358.4 M |