Yhb Investment Advisors, Inc. Portfolio Holdings
Yhb Investment Advisors, Inc.
- $1.14 Billion
- Q2 2024
Yhb Investment Advisors, Inc. has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $76.1M, Microsoft Corp with a value of $69.5M, Amazon Com Inc with a value of $42.8M, Costco Wholesale Corp with a value of $38.6M, and Berkshire Hathaway Inc Class B with a value of $30.9M.
Examining the 13F form we can see an increase of $8.04M in the current position value, from $1.14B 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
Technology: $260 Million
ETFs: $241 Million
Healthcare: $141 Million
Financial Services: $105 Million
Consumer Cyclical: $98.9 Million
Industrials: $88.3 Million
Communication Services: $80.2 Million
Consumer Defensive: $78.4 Million
Other: $50.7 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 277
- Current Value $1.14 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q2 2024
- Filing Date August 01, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 2 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks