Portfolio (Quarterly)
Guide ↗
David J Yvars Group
· CIK 0001836266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | Communication Services | 1,840 | $417K | 0.22% | SOLD |
| 2 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 13,300 | $348K | 0.18% | SOLD |
| 3 | NVDA PUT | NVIDIA CORPORATION | Technology | 33,600 | $309K | 0.17% | SOLD |
| 4 | — | BLACKROCK MUNIVEST FD INC | — | 35,300 | $245K | 0.13% | SOLD |
| 5 | AXP | AMERICAN EXPRESS CO | Financial Services | 655 | $242K | 0.13% | SOLD |
| 6 | V | VISA INC | Financial Services | 653 | $229K | 0.12% | SOLD |
| 7 | MDB | MONGODB INC | Technology | 478 | $201K | 0.11% | SOLD |
| 8 | QYLD CALL | GLOBAL X FDS | — | 295,700 | $52K | 0.03% | SOLD |
| 9 | MSFT PUT | MICROSOFT CORP | Technology | 1,300 | $22K | 0.01% | SOLD |
| 10 | QQQ PUT | INVESCO QQQ TR | Financial Services | 800 | $9K | 0.01% | SOLD |
Sector Allocation
Technology
40.3%
Financial Services
35.0%
Communication Services
9.1%
Industrials
6.9%
Consumer Cyclical
2.7%
Utilities
2.5%
Energy
1.4%
Healthcare
1.2%
Consumer Defensive
0.9%