Yhb Investment Advisors, Inc. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 955 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.8M, Apple Inc. with a value of $63M, Amazon Com Inc with a value of $40.2M, Costco Wholesale Corp with a value of $33.7M, and Berkshire Hathaway Inc Class B with a value of $32.1M.

Examining the 13F form we can see an increase of $111M in the current position value, from $1.02B to 1.14B.

Below you can find more details about Yhb Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Billion
ETFs: $240 Million
Technology: $234 Million
Healthcare: $144 Million
Financial Services: $116 Million
Consumer Cyclical: $106 Million
Industrials: $95.8 Million
Consumer Defensive: $76 Million
Communication Services: $71.4 Million
Other: $53.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 955
  • Current Value $1.14 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 691 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
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