Yhb Investment Advisors, Inc. Purchases in Q3 2025

Yhb Investment Advisors, Inc.

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
102K
New
$68.27 - $75.58 $6.96M - $7.7M
102K $7.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
125K
+ 75.74%
$50.47 - $50.74 $6.33M - $6.36M
291K $14.8M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
36.9K
New
$108.47 - $114.7 $4M - $4.23M
36.9K $4.23M
APH
Amphenol Corp

Technology
1.92K
+ 1.4%
$97.39 - $125.4 $187K - $241K
139K $17.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.6K
+ 3.56%
$62.09 - $66.51 $1.03M - $1.11M
484K $31.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
427
+ 0.98%
$224.68 - $282.71 $95.9K - $121K
44K $12.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.99K
+ 9.65%
$620.67 - $670.08 $1.23M - $1.33M
22.6K $15.1M
HD
Home Depot, Inc.

Consumer Cyclical
845
+ 2.16%
$357.4 - $423.42 $302K - $358K
40K $16.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.3K
+ 3.61%
$28.92 - $32.19 $499K - $556K
495K $15.8M
IEFA
Ishares Tr

ETFs
13.5K
+ 11.96%
$81.7 - $87.53 $1.11M - $1.19M
127K $11.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
122
+ 0.11%
$108.97 - $121.65 $13.3K - $14.8K
108K $13.1M
GE
General Electric CO

Industrials
2
+ 0.01%
$244.75 - $305.63 $490 - $611
21.2K $6.37M
GLD
Spdr Gold Trust

ETFs
200
+ 1.22%
$300.96 - $355.47 $60.2K - $71.1K
16.6K $5.91M
ICSH
Blackrock Ultra Short Term Bon

ETFs
15.8K
+ 275.89%
$50.52 - $50.75 $798K - $802K
21.5K $1.09M
WMT
Walmart Inc.

Consumer Defensive
2.73K
+ 3.02%
$94.4 - $104.27 $258K - $285K
93.2K $9.61M
IWM
Ishares Russell 2000 ETF

ETFs
237
+ 0.91%
$214.92 - $244.84 $50.9K - $58K
26.2K $6.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.86K
+ 22.36%
$72.65 - $78.68 $498K - $540K
37.5K $2.94M
LHX
L3 Harris Technologies, Inc.

Industrials
118
+ 0.98%
$252.18 - $305.41 $29.8K - $36K
12.2K $3.72M
IEMG
Ishares Inc

ETFs
11.7K
+ 13.41%
N/A
98.6K $5.29M
WELL
Welltower Inc.

Real Estate
1.4K
+ 9.88%
$150.71 - $178.14 $211K - $249K
15.6K $2.77M
ETN
Eaton Corp PLC

Industrials
700
+ 3.76%
$342.99 - $392.76 $240K - $275K
19.3K $7.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
258
+ 3.59%
$546.99 - $602.2 $141K - $155K
7.45K $4.47M
TMUS
T Mobile Us, Inc.

Communication Services
1.99K
+ 7.27%
$226.02 - $259.01 $449K - $515K
29.3K $7.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.5K
New
$91.44 - $91.77 $503K - $505K
5.5K $504K
DHR
Danaher Corp

Healthcare
2.16K
+ 2.55%
$181.46 - $212.2 $392K - $459K
86.9K $17.2M
AZO
Autozone Inc

Consumer Cyclical
4
+ 0.49%
$3649.42 - $4354.54 $14.6K - $17.4K
817 $3.51M
CASY
Caseys General Stores Inc

Consumer Cyclical
594
+ 23.33%
$494.52 - $565.32 $294K - $336K
3.14K $1.78M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.42K
+ 8.17%
$41.43 - $44.2 $349K - $372K
111K $4.93M
CVX
Chevron Corp

Energy
473
+ 1.58%
$145.57 - $161.83 $68.9K - $76.5K
30.5K $4.74M
GLDM
World Gold Trust

ETFs
4.28K
+ 46.06%
$64.73 - $76.45 $277K - $328K
13.6K $1.04M
IVE
Ishares S&P 500 Value ETF

ETFs
146
+ 0.41%
$194.44 - $206.51 $28.4K - $30.2K
35.6K $7.35M
ASML
Asml Holding Nv

Technology
219
+ 17.79%
$689.63 - $968.09 $151K - $212K
1.45K $1.4M
WDAY
Workday, Inc.

Technology
1.67K
+ 39.79%
$213.69 - $247.69 $356K - $413K
5.85K $1.41M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.62K
+ 35.63%
$50.08 - $50.37 $381K - $384K
29K $1.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.54K
+ 5.56%
$23.82 - $25.84 $132K - $143K
105K $2.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.07K
+ 1.43%
$24.46 - $26.5 $50.5K - $54.7K
147K $3.86M
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 0.6%
$211.65 - $238.24 $276K - $311K
218K $47.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.01K
+ 6.01%
$50.81 - $51.07 $305K - $307K
106K $5.4M
FSS
Federal Signal Corp

Industrials
2.68K
New
$104.86 - $129.8 $281K - $348K
2.68K $319K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55
+ 0.08%
$42.67 - $46.91 $2.35K - $2.58K
73.1K $3.42M
PSX
Phillips 66

Energy
496
+ 3.68%
$118.37 - $139.46 $58.7K - $69.2K
14K $1.9M
AMGN
Amgen Inc

Healthcare
468
+ 1.05%
$271.18 - $309.22 $127K - $145K
45.1K $12.7M
PANW
Palo Alto Networks Inc

Technology
1.5K
+ 3.47%
$167.06 - $208.19 $251K - $313K
44.9K $9.14M
VV
Vanguard Large Cap ETF

ETFs
204
+ 2.3%
$285.05 - $309.14 $58.2K - $63.1K
9.06K $2.79M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.24K
+ 2.94%
$100.16 - $100.7 $224K - $225K
78.4K $7.89M
BX
Blackstone Inc.

Financial Services
663
+ 12.23%
$152.77 - $188.68 $101K - $125K
6.08K $1.04M
EME
Emcor Group, Inc.

Industrials
348
New
$530.88 - $655.83 $185K - $228K
348 $226K
TROW
Price T Rowe Group Inc

Financial Services
2.12K
New
$98.67 - $111.52 $210K - $237K
2.12K $218K
RDVY
First Trust Rising Dividend Ac

ETFs
3.23K
New
$62.38 - $67.29 $201K - $217K
3.23K $217K
Activity Summary
Buys All Purchases 103 New Holdings 12 Increased Positions 91 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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