Yhb Investment Advisors, Inc. Portfolio Holdings
Yhb Investment Advisors, Inc.
- $1.14 Billion
- Q1 2024
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
Summary
- 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