# EDGAR Filing Document

**Accession Number:** 0001836266
**File Stem:** 0001085146-23-000157
**Filing Date:** 2023-1
**Character Count:** 10986
**Document Hash:** d8ed6dbe9ed6b16ee84ca32dcaec671d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000157.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001085146-23-000157

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** David J Yvars Group
- **CENTRAL INDEX KEY:** 0001836266
- **IRS NUMBER:** 200753496
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20440
- **FILM NUMBER:** 23532799

**BUSINESS ADDRESS:**
- **STREET 1:** 400 COLUMBUS AVENUE
- **STREET 2:** SUITE 30S
- **CITY:** VALHALLA
- **STATE:** NY
- **ZIP:** 10595
- **BUSINESS PHONE:** 9147419700

**MAIL ADDRESS:**
- **STREET 1:** 400 COLUMBUS AVENUE
- **STREET 2:** SUITE 30S
- **CITY:** VALHALLA
- **STATE:** NY
- **ZIP:** 10595

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** David J Yvars Group<br>**Address:** 400 COLUMBUS AVENUE<br>SUITE 30S<br>VALHALLA, NY 10595

**Form 13F File Number:** 028-20440

**SEC File Number (if applicable):** 801-63040

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David J. Yvars<br>**Title:** CEO<br>**Phone:** 914-741-9700

**Signature, Place, and Date of Signing:**

/s/David J. Yvars  Valhalla, NY  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $79798318

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 5708871 | 35325 | SH |  | SOLE |  | 35325 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 254102 | 2880 | SH |  | SOLE |  | 2880 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 225374 | 2540 | SH |  | SOLE |  | 2540 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 270918 | 3225 | SH |  | SOLE |  | 3225 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | BBG001S5NFD2 | 389865 | 4106 | SH |  | SOLE |  | 4106 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3981037 | 30640 | SH |  | SOLE |  | 30640 | 0 | 0 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 265426 | 14417 | SH |  | SOLE |  | 14417 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 3533166 | 106678 | SH |  | SOLE |  | 106678 | 0 | 0 |
| BLACKROCK ENHANCD CAP  INM | COM | 09256A109 | BBG001SJTK18 | 523856 | 30599 | SH |  | SOLE |  | 30599 | 0 | 0 |
| BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 | BBG001SK5462 | 1859463 | 207119 | SH |  | SOLE |  | 207119 | 0 | 0 |
| BLACKROCK INNOVATION AND GRW | SHS BEN INT | 09260Q108 | BBG00ZSNML46 | 133522 | 19607 | SH |  | SOLE |  | 19607 | 0 | 0 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | BBG001SC0HR3 | 574373 | 43434 | SH |  | SOLE |  | 43434 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 | BBG001S5QRL4 | 821697 | 8621 | SH |  | SOLE |  | 8621 | 0 | 0 |
| EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 | BBG001SQK9P0 | 443439 | 40866 | SH |  | SOLE |  | 40866 | 0 | 0 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 | BBG001SPXHX1 | 471445 | 62829 | SH |  | SOLE |  | 62829 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 574243 | 5206 | SH |  | SOLE |  | 5206 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 | BBG001TCDMY9 | 358162 | 2025 | SH |  | SOLE |  | 2025 | 0 | 0 |
| GABELLI EQUITY TR INC | COM | 362397101 | BBG001S5RFR3 | 105110 | 19181 | SH |  | SOLE |  | 19181 | 0 | 0 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | BBG00MVW9603 | 159725 | 10039 | SH |  | SOLE |  | 10039 | 0 | 0 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 | BBG001STTSL7 | 879449 | 57807 | SH |  | SOLE |  | 57807 | 0 | 0 |
| GUGGENHEIM TAXABLE MUNICP BO | COM | 401664107 | BBG001SLD9D2 | 851720 | 52415 | SH |  | SOLE |  | 52415 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 297856 | 943 | SH |  | SOLE |  | 943 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 3283706 | 12375 | SH |  | SOLE |  | 12375 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | NASDAQ INTERNT | 46137V530 | BBG001T10BD4 | 745397 | 6641 | SH |  | SOLE |  | 6641 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | BBG001V0XLT8 | 470154 | 4510 | SH |  | SOLE |  | 4510 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 4507540 | 18631 | SH |  | SOLE |  | 18631 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 1025973 | 10831 | SH |  | SOLE |  | 10831 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 13844758 | 36033 | SH |  | SOLE |  | 36033 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 1706126 | 23172 | SH |  | SOLE |  | 23172 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 407023 | 3860 | SH |  | SOLE |  | 3860 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 940922 | 30820 | SH |  | SOLE |  | 30820 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 241377 | 2876 | SH |  | SOLE |  | 2876 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 | BBG001SFQJM9 | 272804 | 2699 | SH |  | SOLE |  | 2699 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | BBG001SDJVG2 | 1328747 | 11018 | SH |  | SOLE |  | 11018 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | BBG001SFQL26 | 363147 | 3967 | SH |  | SOLE |  | 3967 | 0 | 0 |
| ISHARES TR | US BR DEL SE ETF | 464288794 | BBG001SQZT98 | 274163 | 2852 | SH |  | SOLE |  | 2852 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 204905 | 1528 | SH |  | SOLE |  | 1528 | 0 | 0 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 | BBG001S5X3D8 | 70994 | 12455 | SH |  | SOLE |  | 12455 | 0 | 0 |
| LIBERTY ALL-STAR GROWTH FD I | COM | 529900102 | BBG001S8MP72 | 112651 | 22850 | SH |  | SOLE |  | 22850 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 | BBG001S5STL8 | 4324643 | 11821 | SH |  | SOLE |  | 11821 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 302486 | 1148 | SH |  | SOLE |  | 1148 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 6658714 | 27765 | SH |  | SOLE |  | 27765 | 0 | 0 |
| MURPHY USA INC | COM | 626755102 | BBG001Z0Q6V2 | 2155253 | 7710 | SH |  | SOLE |  | 7710 | 0 | 0 |
| NEURONETICS INC | COM | 64131A105 | BBG001SSSWY7 | 257075 | 37420 | SH |  | SOLE |  | 37420 | 0 | 0 |
| NEW AMER HIGH INCOME FD INC | COM NEW | 641876800 | BBG001S5S2K8 | 144426 | 21883 | SH |  | SOLE |  | 21883 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 217360 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 391808 | 1590 | SH |  | SOLE |  | 1590 | 0 | 0 |
| NUVEEN CORE EQUITY ALPHA FD | COM | 67090X107 | BBG001SMBC18 | 148280 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| NUVEEN NEW YORK AMT QLT MUNI | COM | 670656107 | BBG001S90BW7 | 380133 | 37050 | SH |  | SOLE |  | 37050 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1686447 | 11540 | SH |  | SOLE |  | 11540 | 0 | 0 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | BBG0064N1009 | 249800 | 805 | SH |  | SOLE |  | 805 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | BBG00D61Y2G3 | 176062 | 18730 | SH |  | SOLE |  | 18730 | 0 | 0 |
| PUTNAM PREMIER INCOME TR | SH BEN INT | 746853100 | BBG001S5VCG7 | 86962 | 23956 | SH |  | SOLE |  | 23956 | 0 | 0 |
| ROYCE VALUE TR INC | COM | 780910105 | BBG001S5VTQ9 | 511395 | 38550 | SH |  | SOLE |  | 38550 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 299653 | 2260 | SH |  | SOLE |  | 2260 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | BBG001S7T1S7 | 348131 | 3980 | SH |  | SOLE |  | 3980 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | BBG001S7TD56 | 994833 | 14011 | SH |  | SOLE |  | 14011 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 889121 | 7145 | SH |  | SOLE |  | 7145 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 | BBG001S5W777 | 501936 | 7029 | SH |  | SOLE |  | 7029 | 0 | 0 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 | BBG001T2PMD1 | 4361437 | 67787 | SH |  | SOLE |  | 67787 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | BBG002VZY7Y3 | 286416 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | BBG001SHTTQ6 | 747591 | 4292 | SH |  | SOLE |  | 4292 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 253336 | 1243 | SH |  | SOLE |  | 1243 | 0 | 0 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 213454 | 668 | SH |  | SOLE |  | 668 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 427175 | 10842 | SH |  | SOLE |  | 10842 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 301185 | 2124 | SH |  | SOLE |  | 2124 | 0 | 0 |

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