Yhb Investment Advisors, Inc. Purchases in Q2 2025

Yhb Investment Advisors, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
1.52K
+ 29.98%
$855.86 - $1339.13 $1.3M - $2.04M
6.61K $8.85M
INTU
Intuit Inc

Technology
84
+ 0.41%
$544.07 - $787.63 $45.7K - $66.2K
20.6K $16.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
+ 2.49%
$141.37 - $228.57 $150K - $242K
43.5K $9.86M
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
+ 2.79%
$210.28 - $289.91 $284K - $391K
49.7K $14.4M
URI
United Rentals, Inc.

Industrials
59
+ 0.3%
$551.94 - $753.4 $32.6K - $44.5K
19.7K $14.8M
IEFA
Ishares Tr

ETFs
19.8K
+ 21.16%
$67.83 - $84.09 $1.34M - $1.66M
113K $9.45M
META
Meta Platforms, Inc.

Communication Services
47
+ 0.34%
$484.66 - $738.09 $22.8K - $34.7K
13.8K $10.2M
AVGO
Broadcom Inc.

Technology
451
+ 2.46%
$146.29 - $275.65 $66K - $124K
18.8K $5.18M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.23K
+ 5.47%
$272.36 - $339.57 $608K - $759K
43.1K $14.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
118
+ 0.11%
$82.96 - $110.1 $9.79K - $13K
108K $11.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
201
+ 0.69%
$496.48 - $617.85 $99.8K - $124K
29.1K $18M
ETN
Eaton Corp PLC

Industrials
791
+ 4.43%
$246.52 - $356.99 $195K - $282K
18.6K $6.65M
PANW
Palo Alto Networks Inc

Technology
1.83K
+ 4.4%
$152.44 - $204.64 $278K - $374K
43.4K $8.87M
NOW
Service Now, Inc.

Technology
264
+ 4.89%
$721.65 - $1040.18 $191K - $275K
5.66K $5.82M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.6K
+ 20.02%
$50.36 - $50.68 $1.39M - $1.4M
166K $8.39M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.79K
+ 59.76%
$152.93 - $181.74 $1.04M - $1.23M
18.1K $3.3M
ECL
Ecolab Inc.

Basic Materials
416
+ 0.55%
$225.65 - $270.95 $93.9K - $113K
76.6K $20.6M
SYK
Stryker Corp

Healthcare
251
+ 0.53%
$337.37 - $395.63 $84.7K - $99.3K
47.8K $18.9M
WMT
Walmart Inc.

Consumer Defensive
3.41K
+ 3.91%
$81.79 - $99.98 $278K - $340K
90.5K $8.85M
ISRG
Intuitive Surgical Inc

Healthcare
210
+ 0.96%
$451.58 - $565.94 $94.8K - $119K
22K $11.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
181
+ 0.09%
$90.56 - $109.49 $16.4K - $19.8K
207K $22.6M
ASML
Asml Holding Nv

Technology
1.23K
New
$595.37 - $815.24 $733K - $1M
1.23K $986K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
148
+ 0.93%
$456.74 - $568.03 $67.6K - $84.1K
16.1K $9.16M
XLK
Technology Sector Spdr

ETFs
3.31K
+ 152.51%
$179.73 - $253.23 $595K - $838K
5.48K $1.39M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.8K
+ 15.49%
$35.9 - $43.76 $496K - $605K
103K $4.45M
FTNT
Fortinet, Inc.

Technology
2.09K
+ 3.06%
$84.71 - $108.69 $177K - $227K
70.4K $7.45M
SPYG
Spdr Portfolio

ETFs
1.81K
+ 3.97%
$71.83 - $95.32 $130K - $173K
47.5K $4.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.3K
+ 18.29%
$19.6 - $24.44 $438K - $546K
144K $3.53M
CSL
Carlisle Companies Inc

Industrials
504
+ 2.63%
$317.1 - $408.5 $160K - $206K
19.6K $7.33M
COF
Capital One Financial Corp

Financial Services
1.32K
+ 8.51%
$150.57 - $212.76 $199K - $281K
16.8K $3.58M
IWM
Ishares Russell 2000 ETF

ETFs
1.71K
+ 7.06%
$174.82 - $215.79 $299K - $369K
25.9K $5.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.8K
+ 16.19%
$51.68 - $52.76 $715K - $730K
99.3K $5.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.55K
+ 45.38%
$152.42 - $182.82 $541K - $649K
11.4K $2.08M
CI
Cigna Corp

Healthcare
2.23K
+ 98.54%
$301.89 - $340.04 $673K - $758K
4.49K $1.49M
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
+ 14.69%
$243.75 - $303.93 $347K - $433K
11.1K $3.38M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.99K
+ 2.19%
$32.66 - $40.75 $97.7K - $122K
140K $5.65M
RTX
Raytheon Technologies Corp

Industrials
105
+ 0.22%
$113.75 - $148.48 $11.9K - $15.6K
46.9K $6.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.04%
$416.06 - $551.64 $1.25K - $1.65K
7.19K $3.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.85K
+ 67.24%
$100.35 - $100.71 $587K - $589K
14.6K $1.47M
PLTR
Palantir Technologies Inc.

Technology
1.11K
+ 13.13%
$74.01 - $144.25 $82K - $160K
9.55K $1.3M
BX
Blackstone Inc.

Financial Services
3.05K
+ 128.73%
$120.07 - $151.11 $366K - $461K
5.42K $810K
XLP
Consumer Staples Sector Spdr

ETFs
6.23K
New
N/A
6.23K $473K
CASY
Caseys General Stores Inc

Consumer Cyclical
607
+ 31.3%
$415.82 - $510.91 $252K - $310K
2.55K $1.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.58K
New
$45.11 - $52.34 $387K - $449K
8.58K $449K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.25K
+ 2.02%
$45.98 - $56.15 $57.5K - $70.2K
63.1K $3.54M
IEMG
Ishares Inc

ETFs
7.95K
+ 10.06%
N/A
87K $4.66M
GWW
W.W. Grainger, Inc.

Industrials
175
+ 3.87%
$919.93 - $1101.66 $161K - $193K
4.7K $4.88M
C
Citigroup Inc

Financial Services
1
+ 0.0%
$58.13 - $85.12 $58.1 - $85.1
29.5K $2.51M
EEMV
Ishares Msci Emerging Markets

ETFs
2.97K
+ 6.8%
$54.12 - $62.8 $161K - $187K
46.6K $2.93M
Activity Summary
Buys All Purchases 131 New Holdings 15 Increased Positions 116 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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