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David J Yvars Group Buys Datadog Inc, Guggenheim Strategic Opportunities Fund, Fortinet Inc, ...

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Investment company David J Yvars Group (Current Portfolio) buys Datadog Inc, Guggenheim Strategic Opportunities Fund, Fortinet Inc, Utilities Select Sector SPDR ETF, Alphabet Inc, sells InMode, PayPal Holdings Inc, Guggenheim Enhanced Equity Income Fund, DocuSign Inc, Meta Platforms Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, David J Yvars Group. As of 2021Q4, David J Yvars Group owns 81 stocks with a total value of $162 million. These are the details of the buys and sells.

  • New Purchases: DDOG, GOF, FTNT, LLY, AEIS,

  • Added Positions: XLU, GOOGL, HYG, XLK, CWB, GBAB, ANGL, PNQI, CRM, HYB, GDV, CSQ, QYLD, VZ, CII, PPT,

  • Reduced Positions: CROX, MSFT, TPX, FB, AMZN, ENTG, SPY, IJS, IJJ, IJH, AAPL, NFLX, MA, V, AMD, GNRC, PAYC, IWP, ETY, EXG, VGT, PFF, LQD, BDJ, FIVE, T, ED, IJR, TSLA, AEP, HDV, VV, XOM, PGX,

  • Sold Out: INMD, PYPL, GPM, DOCU, SQ, DIS, ECF, TDIV,


For the details of David J Yvars Group's stock buys and sells,
go to https://www.gurufocus.com/guru/david+j+yvars+group/current-portfolio/portfolio

These are the top 5 holdings of David J Yvars Group

  1. iShares Core S&P 500 ETF (IVV) - 39,507 shares, 11.64% of the total portfolio. Shares reduced by 0.12%

  2. Microsoft Corp (MSFT) - 49,823 shares, 10.35% of the total portfolio. Shares reduced by 5.5%

  3. Amazon.com Inc (AMZN) - 3,089 shares, 6.36% of the total portfolio. Shares reduced by 5.68%

  4. Crocs Inc (CROX) - 76,962 shares, 6.09% of the total portfolio. Shares reduced by 10.19%

  5. Entegris Inc (ENTG) - 65,675 shares, 5.62% of the total portfolio. Shares reduced by 6.46%

New Purchase: Datadog Inc (DDOG)

David J Yvars Group initiated holding in Datadog Inc. The purchase prices were between $137.1 and $196.56, with an estimated average price of $170.44. The stock is now traded at around $125.550000. The impact to a portfolio due to this purchase was 3.9%. The holding were 35,500 shares as of 2021-12-31.

New Purchase: Guggenheim Strategic Opportunities Fund (GOF)

David J Yvars Group initiated holding in Guggenheim Strategic Opportunities Fund. The purchase prices were between $17.89 and $20.63, with an estimated average price of $19.12. The stock is now traded at around $18.170000. The impact to a portfolio due to this purchase was 0.75%. The holding were 66,710 shares as of 2021-12-31.

New Purchase: Fortinet Inc (FTNT)

David J Yvars Group initiated holding in Fortinet Inc. The purchase prices were between $288.87 and $367.67, with an estimated average price of $329.9. The stock is now traded at around $288.650000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,075 shares as of 2021-12-31.

New Purchase: Eli Lilly and Co (LLY)

David J Yvars Group initiated holding in Eli Lilly and Co. The purchase prices were between $224.85 and $279.04, with an estimated average price of $254.3. The stock is now traded at around $243.060000. The impact to a portfolio due to this purchase was 0.14%. The holding were 796 shares as of 2021-12-31.

New Purchase: Advanced Energy Industries Inc (AEIS)

David J Yvars Group initiated holding in Advanced Energy Industries Inc. The purchase prices were between $84.4 and $95.15, with an estimated average price of $89.01. The stock is now traded at around $85.870000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,205 shares as of 2021-12-31.

Added: Utilities Select Sector SPDR ETF (XLU)

David J Yvars Group added to a holding in Utilities Select Sector SPDR ETF by 55.95%. The purchase prices were between $63.39 and $71.58, with an estimated average price of $67.08. The stock is now traded at around $68.840000. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,047 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

David J Yvars Group added to a holding in Alphabet Inc by 20.19%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2607.030000. The impact to a portfolio due to this purchase was 0.15%. The holding were 512 shares as of 2021-12-31.

Sold Out: InMode Ltd (INMD)

David J Yvars Group sold out a holding in InMode Ltd. The sale prices were between $63.78 and $97.86, with an estimated average price of $80.18.

Sold Out: PayPal Holdings Inc (PYPL)

David J Yvars Group sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Sold Out: Guggenheim Enhanced Equity Income Fund (GPM)

David J Yvars Group sold out a holding in Guggenheim Enhanced Equity Income Fund. The sale prices were between $9.44 and $10.24, with an estimated average price of $9.9.

Sold Out: DocuSign Inc (DOCU)

David J Yvars Group sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.

Sold Out: Block Inc (SQ)

David J Yvars Group sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: The Walt Disney Co (DIS)

David J Yvars Group sold out a holding in The Walt Disney Co. The sale prices were between $142.15 and $177.71, with an estimated average price of $161.



Here is the complete portfolio of David J Yvars Group. Also check out:

1. David J Yvars Group's Undervalued Stocks

2. David J Yvars Group's Top Growth Companies, and

3. David J Yvars Group's High Yield stocks

4. Stocks that David J Yvars Group keeps buyingThis article first appeared on GuruFocus.