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  Name: David J Yvars Group
  City: VALHALLA
  State: NY
  Zip: 10595
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,305,000
  Total Value Change : $23,990,000
  Securities Held Change : 2
   
All Securities Held : 76
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 36
  Unchanged Positions : 17
  Decreased Positions : 16

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $519.81 $28,238,000 53,713 19.04% 1,916,000 -1,397 0.001    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $904.12 $9,901,000 10,958 6.68% 4,046,000 -865 0    Semiconductor - Speci...
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 9 - $71.30 $4,586,000 62,788 3.09% -10,000 -917 0.083    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 10 - $182.74 $4,264,000 24,868 2.88% -1,218,000 -3,607 0    Personal Computers
   (BAC)1 Year Chart         BAC Bank of America Corp 12 - $37.71 $3,868,000 102,010 2.61% 320,000 -3,355 0.001    Domestic Money Center...
   (PNQI)1 Year Chart         PNQI Powershares Nasdaq Interne 22 - $39.60 $1,298,000 32,550 0.88% 118,000 -170 0.036    Closed - End Fund - Debt
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 27 - $237.29 $961,000 4,007 0.65% 83,000 -18 0.003    Closed - End Fund - E...
   (MDB)1 Year Chart         MDB Mongodb Inc 28 - $353.20 $948,000 2,644 0.64% -145,000 -30 0.004    N/A
   (ED)1 Year Chart         ED Consolidated Edison Inc 32 - $97.57 $782,000 8,614 0.53% -6,000 -48 0.003    Multi Utilities
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 38 - $169.38 $533,000 3,530 0.36% -155,000 -1,395 0    Search Engines & Info...
   (RVT)1 Year Chart         RVT Royce Value Trust Inc 39 - $14.74 $528,000 34,914 0.36% -37,000 -3,675 0.054    Closed - End Fund - E...
   (STIM)1 Year Chart         STIM Neuronetics Inc 54 - $2.55 $332,000 69,720 0.22% 115,000 -5,210 0.265    N/A
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 56 - $109.32 $319,000 2,895 0.22% 23,000 -7 0.003    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 63 - $268.49 $262,000 928 0.18% -19,000 -20 0    Restaurants
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 69 - $148.95 $200,000 1,266 0.13% -4,000 -38 0    Drug Manufacturers - ...
   (BIGZ)1 Year Chart         BIGZ Blackrock Innovation & Grow... 75 - $0.00 $97,000 11,872 0.07% -67,000 -10,471 0    N/A
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