Yhb Investment Advisors, Inc. Purchases in Q1 2025

Yhb Investment Advisors, Inc.

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
762
+ 1.01%
$442.66 - $534.52 $337K - $407K
76.2K $40.6M
AMGN
Amgen Inc

Healthcare
56
+ 0.13%
$258.59 - $327.36 $14.5K - $18.3K
43.6K $13.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4K
+ 33.39%
$507.05 - $563.67 $2.03M - $2.25M
16K $8.21M
TMUS
T Mobile Us, Inc.

Communication Services
1.86K
+ 7.75%
$211.3 - $272.83 $393K - $507K
25.9K $6.9M
ECL
Ecolab Inc.

Basic Materials
410
+ 0.54%
$229.72 - $269.82 $94.2K - $111K
76.2K $19.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.6K
+ 22.83%
$50.39 - $50.66 $1.29M - $1.3M
138K $6.98M
CVX
Chevron Corp

Energy
1.11K
+ 3.48%
$146.71 - $167.97 $162K - $186K
32.9K $5.51M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.4K
+ 19.88%
$50.72 - $50.92 $883K - $886K
105K $5.34M
SHEL
Shell PLC

Energy
2.65K
+ 4.02%
$62.84 - $73.29 $166K - $194K
68.6K $5.03M
GLD
Spdr Gold Trust

ETFs
420
+ 2.63%
$243.19 - $288.14 $102K - $121K
16.4K $4.72M
LEN
Lennar Corp

Consumer Cyclical
5.83K
New
$113.93 - $141.54 $664K - $825K
5.83K $669K
SYK
Stryker Corp

Healthcare
234
+ 0.49%
$355.18 - $399.9 $83.1K - $93.6K
47.5K $17.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.2K
+ 41.38%
$64.88 - $72.1 $725K - $806K
38.2K $2.51M
HUM
Humana Inc

Healthcare
2.3K
New
$249.11 - $303.11 $573K - $697K
2.3K $608K
AZO
Autozone Inc

Consumer Cyclical
28
+ 3.7%
$3193.96 - $3828.11 $89.4K - $107K
784 $2.99M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.5K
+ 171.88%
$100.34 - $100.68 $552K - $554K
8.7K $875K
WWD
Woodward, Inc.

Industrials
312
+ 1.04%
$171.38 - $195.22 $53.5K - $60.9K
30.4K $5.54M
EL
Estee Lauder Companies Inc

Consumer Defensive
7.46K
New
$64.26 - $85.48 $479K - $638K
7.46K $492K
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.96K
+ 8.46%
$36.91 - $41.03 $257K - $285K
89.2K $3.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.01K
+ 62.65%
$168.16 - $186.21 $507K - $561K
7.82K $1.34M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.76K
+ 9.99%
$51.52 - $52.37 $400K - $407K
85.5K $4.48M
PLTR
Palantir Technologies Inc.

Technology
4.51K
+ 114.98%
$64.98 - $124.62 $293K - $562K
8.44K $712K
ELV
Elevance Health, Inc.

Healthcare
98
+ 1.8%
$365.9 - $436.25 $35.9K - $42.8K
5.55K $2.41M
WM
Waste Management Inc

Industrials
386
+ 3.7%
$200.54 - $233.78 $77.4K - $90.2K
10.8K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
459
+ 0.96%
$225.19 - $279.95 $103K - $128K
48.3K $11.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.3K
+ 49.99%
$29.82 - $30.1 $365K - $369K
36.8K $1.11M
UNP
Union Pacific Corp

Industrials
308
+ 0.86%
$225.21 - $254.42 $69.4K - $78.4K
36.3K $8.57M
FTNT
Fortinet, Inc.

Technology
2.56K
+ 3.89%
$92.49 - $114.57 $236K - $293K
68.4K $6.58M
WELL
Welltower Inc.

Real Estate
2.08K
New
$124.05 - $156.86 $258K - $326K
2.08K $318K
MLM
Martin Marietta Materials Inc

Basic Materials
584
New
$460.39 - $552.64 $269K - $323K
584 $279K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.7K
+ 17.6%
$169.43 - $182.84 $288K - $311K
11.4K $1.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.89K
+ 0.55%
$27.01 - $28.54 $51.2K - $54.1K
348K $9.72M
AER
Aer Cap Holdings N.V.

Industrials
1.34K
+ 6.55%
$94.11 - $105.78 $126K - $142K
21.8K $2.23M
TYL
Tyler Technologies Inc

Technology
459
New
$553.41 - $646.74 $254K - $297K
459 $266K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.2K
+ 17.65%
$49.75 - $50.27 $259K - $261K
34.7K $1.73M
NFLX
Netflix Inc

Communication Services
45
+ 0.89%
$828.4 - $1058.6 $37.3K - $47.6K
5.08K $4.74M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.25K
+ 2.98%
$100.32 - $100.76 $225K - $226K
77.7K $7.82M
SO
Southern CO

Utilities
1.83K
+ 24.62%
$80.96 - $92.96 $148K - $170K
9.27K $852K
PTC
Ptc Inc.

Technology
1.54K
New
$153.3 - $193.48 $237K - $299K
1.54K $239K
T
At&T Inc.

Communication Services
8.34K
New
$21.56 - $28.28 $180K - $236K
8.34K $235K
VTV
Vanguard Value ETF

ETFs
1.35K
New
$167.73 - $179.21 $226K - $241K
1.35K $232K
MTB
M&T Bank Corp

Financial Services
1.28K
New
$170.47 - $201.98 $218K - $259K
1.28K $228K
HCA
Hca Healthcare, Inc.

Healthcare
662
New
$296.7 - $345.55 $196K - $229K
662 $228K
WMT
Walmart Inc.

Consumer Defensive
4.94K
+ 6.02%
$84.5 - $105.05 $418K - $519K
87.1K $7.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
625
New
$308.86 - $455.36 $193K - $285K
625 $220K
EEMV
Ishares Msci Emerging Markets

ETFs
3.5K
+ 8.7%
$57.07 - $59.29 $200K - $207K
43.7K $2.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.28K
New
$50.48 - $51.04 $216K - $218K
4.28K $217K
ALC
Alcon Inc

Healthcare
210
+ 1.08%
$82.73 - $96.8 $17.4K - $20.3K
19.6K $1.86M
PLD
Prologis, Inc.

Real Estate
383
+ 1.38%
$103.59 - $124.04 $39.7K - $47.5K
28.2K $3.15M
Activity Summary
Buys All Purchases 138 New Holdings 21 Increased Positions 117 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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