Yhb Investment Advisors, Inc. Portfolio Holdings
Yhb Investment Advisors, Inc.
- $1.17 Billion
- Q1 2025
Yhb Investment Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.5M, Microsoft Corp with a value of $56.9M, Amazon Com Inc with a value of $41.2M, Costco Wholesale Corp with a value of $40.8M, and Berkshire Hathaway Inc Class B with a value of $40.6M.
Examining the 13F form we can see an decrease of $31.5M in the current position value, from $1.2B to 1.17B.
Below you can find more details about Yhb Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $257 Million
Technology: $240 Million
Healthcare: $135 Million
Financial Services: $130 Million
Consumer Cyclical: $103 Million
Industrials: $91.7 Million
Consumer Defensive: $81.5 Million
Communication Services: $75.4 Million
Other: $53.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 290
- Current Value $1.17 Billion
- Prior Value $1.2 Billion
- Filing
- Period Q1 2025
- Filing Date April 22, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks