David J Yvars Group Buys Amazon.com Inc, Entegris Inc, Crocs Inc, Sells iShares Core S&P ...

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Investment company David J Yvars Group (Current Portfolio) buys Amazon.com Inc, Entegris Inc, Crocs Inc, Netflix Inc, Tempur Sealy International Inc, sells iShares Core S&P 500 ETF, Microsoft Corp, InMode, PayPal Holdings Inc, Bank of America Corp 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 117 stocks with a total value of $170 million. These are the details of the buys and sells.

  • New Purchases: DDOG, GOF, LLY, AEIS, VOO, JNJ, VB, EQIX, ETO, ABT, REM, ISD, BG, CARR, BND, AMAT, LITE, KYN, XLF, CLM, SKY, SPG, MU, MRK, GPN, ES, FIVN, FE, ALTR, STIM, EMN, MMM, ANSS, CSX, COST, DRI, EXEL, DOW, WBT, HSIC, O, DBC,

  • Added Positions: AMZN, ENTG, CROX, NFLX, TPX, GNRC, AAPL, PNQI, IJH, GOOGL, NVDA, VV, IJR, XLK, XLU, ED, CII, FIVE, IWP, CRM, AEP, PAYC, SO, VZ, HDV, SPY, XOM, IJS, GOOG, MDB, VGT, WMT, IEI, ANGL, TWLO, MCD, NSC, MELI, FB, NOW, EXG, AMD, NRK, SQ, QYLD, VO, TSLA, HD, ECF, NEE, KBE, KRE, JD,

  • Reduced Positions: BAC, PFF, CWB, BDJ, GBAB, IJJ, ETY, MA, LQD, RVT, CSQ, V, JPM, JPS, BCV, EVT, GDV, T, HYG, TDIV, HYB, ERC,

  • Sold Out: IVV, MSFT, INMD, PYPL, GPM, DOCU, DIS, PPT, PGX,


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. Amazon.com Inc (AMZN) - 39,507 shares, 11.06% of the total portfolio. Shares added by 1106.32%

  2. Crocs Inc (CROX) - 507,151 shares, 7.18% of the total portfolio. Shares added by 491.83%

  3. Entegris Inc (ENTG) - 11,407,640 shares, 6.70% of the total portfolio. Shares added by 16147.65%

  4. Netflix Inc (NFLX) - 164,896 shares, 6.03% of the total portfolio. Shares added by 1035.65%

  5. SPDR Bloomberg Convertible Securities ETF (CWB) - 65,675 shares, 5.34% of the total portfolio. Shares reduced by 17.99%

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 $138.280000. The impact to a portfolio due to this purchase was 4.2%. The holding were 7,155,119 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 $18.750000. The impact to a portfolio due to this purchase was 0.91%. The holding were 8,937 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 $244.120000. The impact to a portfolio due to this purchase was 0.14%. The holding were 173 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 $93.730000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,075 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 ETF (VOO)

David J Yvars Group initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $427.230000. The impact to a portfolio due to this purchase was 0.11%. The holding were 17,928 shares as of 2021-12-31.

New Purchase: Johnson & Johnson (JNJ)

David J Yvars Group initiated holding in Johnson & Johnson. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $167.840000. The impact to a portfolio due to this purchase was 0.1%. The holding were 13,355 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

David J Yvars Group added to a holding in Amazon.com Inc by 1106.32%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3242.760000. The impact to a portfolio due to this purchase was 10.14%. The holding were 39,507 shares as of 2021-12-31.

Added: Entegris Inc (ENTG)

David J Yvars Group added to a holding in Entegris Inc by 16147.65%. The purchase prices were between $120.15 and $154.75, with an estimated average price of $140.22. The stock is now traded at around $133.620000. The impact to a portfolio due to this purchase was 6.66%. The holding were 11,407,640 shares as of 2021-12-31.

Added: Crocs Inc (CROX)

David J Yvars Group added to a holding in Crocs Inc by 491.83%. The purchase prices were between $123.53 and $180.57, with an estimated average price of $154.04. The stock is now traded at around $122.540000. The impact to a portfolio due to this purchase was 5.97%. The holding were 507,151 shares as of 2021-12-31.

Added: Netflix Inc (NFLX)

David J Yvars Group added to a holding in Netflix Inc by 1035.65%. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $525.690000. The impact to a portfolio due to this purchase was 5.5%. The holding were 164,896 shares as of 2021-12-31.

Added: Tempur Sealy International Inc (TPX)

David J Yvars Group added to a holding in Tempur Sealy International Inc by 5851.92%. The purchase prices were between $42.23 and $47.97, with an estimated average price of $45.3. The stock is now traded at around $42.090000. The impact to a portfolio due to this purchase was 5.24%. The holding were 9,074,061 shares as of 2021-12-31.

Added: Generac Holdings Inc (GNRC)

David J Yvars Group added to a holding in Generac Holdings Inc by 707.67%. The purchase prices were between $341.3 and $505.8, with an estimated average price of $414.31. The stock is now traded at around $306.280000. The impact to a portfolio due to this purchase was 3.33%. The holding were 137,563 shares as of 2021-12-31.

Sold Out: iShares Core S&P 500 ETF (IVV)

David J Yvars Group sold out a holding in iShares Core S&P 500 ETF. The sale prices were between $428.93 and $479.53, with an estimated average price of $460.12.

Sold Out: Microsoft Corp (MSFT)

David J Yvars Group sold out a holding in Microsoft Corp. The sale prices were between $283.11 and $343.11, with an estimated average price of $325.12.

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.



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.

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