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
ICE
Intercontinental Exchange, Inc.

Financial Services
1.23K
New
$142.8 - $176.36 $176K - $217K
1.23K $212K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.26K
New
$166.63 - $185.86 $210K - $235K
1.26K $210K
MSTR
Microstrategy Inc

Technology
726
New
$239.27 - $396.5 $174K - $288K
726 $209K
DUK
Duke Energy Corp

Utilities
1.64K
New
$105.87 - $121.97 $174K - $200K
1.64K $200K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.04K
New
$49.25 - $50.66 $199K - $204K
4.04K $200K
GLDM
World Gold Trust

ETFs
1.75K
+ 25.18%
$52.19 - $61.89 $91.3K - $108K
8.7K $538K
FAST
Fastenal CO

Industrials
172
+ 0.61%
$71.11 - $79.98 $12.2K - $13.8K
28.2K $2.19M
KO
Coca Cola CO

Consumer Defensive
610
+ 4.45%
$60.81 - $72.32 $37.1K - $44.1K
14.3K $1.02M
PGR
Progressive Corp

Financial Services
445
+ 42.46%
$235.61 - $291.22 $105K - $130K
1.49K $422K
IBM
International Business Machines Corp

Technology
156
+ 3.43%
$217.4 - $264.74 $33.9K - $41.3K
4.71K $1.17M
SHW
Sherwin Williams CO

Basic Materials
401
+ 22.45%
$330.16 - $365.55 $132K - $147K
2.19K $763K
TJX
Tjx Companies Inc

Consumer Cyclical
493
+ 0.61%
$112.81 - $126.16 $55.6K - $62.2K
80.8K $9.84M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.64K
+ 3.17%
N/A
53.3K $4.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 11.89%
$402.49 - $513.76 $40.2K - $51.4K
941 $456K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.97K
+ 14.26%
$50.82 - $52.7 $100K - $104K
15.8K $828K
NVS
Novartis Ag

Healthcare
570
+ 16.18%
$97.14 - $115.57 $55.4K - $65.9K
4.09K $456K
TDG
Trans Digm Group Inc

Industrials
4
+ 0.45%
$1251.32 - $1394.11 $5.01K - $5.58K
902 $1.25M
APO
Apollo Global Management, Inc.

Financial Services
2.47K
+ 30.13%
$126.01 - $172.06 $312K - $426K
10.7K $1.46M
LHX
L3 Harris Technologies, Inc.

Industrials
514
+ 4.28%
$194.65 - $222.86 $100K - $115K
12.5K $2.62M
CASY
Caseys General Stores Inc

Consumer Cyclical
53
+ 2.81%
$378.71 - $442.54 $20.1K - $23.5K
1.94K $841K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.64K
+ 8.57%
$21.75 - $24.28 $210K - $234K
122K $2.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14
+ 5.71%
$1187.71 - $1432.58 $16.6K - $20.1K
259 $371K
NEE
Nextera Energy Inc

Utilities
2.28K
+ 2.27%
$66.96 - $76.16 $153K - $174K
103K $7.28M
CSCO
Cisco Systems, Inc.

Technology
310
+ 1.34%
$58.74 - $64.87 $18.2K - $20.1K
23.4K $1.44M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.41K
+ 7.76%
$50.03 - $50.27 $70.5K - $70.9K
19.6K $980K
LMT
Lockheed Martin Corp

Industrials
179
+ 33.9%
$423.19 - $506.29 $75.8K - $90.6K
707 $315K
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.3%
$286.85 - $318.64 $3.73K - $4.14K
4.37K $1.34M
AMP
Ameriprise Financial Inc

Financial Services
157
+ 32.17%
$472.29 - $575.13 $74.1K - $90.3K
645 $312K
SUB
Ishares Short Term National Mu

ETFs
487
+ 7.62%
$105.3 - $106.24 $51.3K - $51.7K
6.88K $726K
ICSH
Blackrock Ultra Short Term Bon

ETFs
775
+ 14.41%
$50.44 - $50.7 $39.1K - $39.3K
6.15K $311K
KMB
Kimberly Clark Corp

Consumer Defensive
72
+ 2.86%
$124.46 - $147.4 $8.96K - $10.6K
2.59K $368K
SBUX
Starbucks Corp

Consumer Cyclical
29
+ 0.58%
$91.75 - $115.81 $2.66K - $3.36K
4.99K $489K
EOG
Eog Resources Inc

Energy
180
+ 7.34%
$120.54 - $138.05 $21.7K - $24.8K
2.63K $337K
EFA
Ishares Tr Msci Eafe ETF

ETFs
30
+ 0.55%
$74.85 - $84.89 $2.25K - $2.55K
5.5K $449K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
698
+ 5.93%
$51.26 - $52.53 $35.8K - $36.7K
12.5K $643K
VEU
Vanguard Ftse All World Ex Us

ETFs
68
+ 0.85%
$56.51 - $62.98 $3.84K - $4.28K
8.11K $491K
USRT
Ishares Core U.S. Reit ETF

ETFs
459
+ 4.81%
$55.14 - $60.29 $25.3K - $27.7K
9.99K $575K
NRGV
Energy Vault Holdings, Inc.

Utilities
33K
New
$0.7 - $2.53 $23.1K - $83.5K
33K $23K
BDX
Becton Dickinson & CO

Healthcare
10
+ 0.11%
$222.79 - $249.08 $2.23K - $2.49K
9K $2.06M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
51
+ 1.3%
$128.74 - $138.67 $6.57K - $7.07K
3.98K $540K
IVE
Ishares S&P 500 Value ETF

ETFs
135
+ 0.38%
$185.78 - $198.58 $25.1K - $26.8K
35.3K $6.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25
+ 0.72%
$58.01 - $64.46 $1.45K - $1.61K
3.5K $217K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5
+ 0.04%
$19.42 - $19.54 $97.1 - $97.7
11.9K $232K
Blackrock Inc
3.07K
New
N/A
3.07K $0
Ge Healthcare Technologies I
125
+ 1.92%
N/A
6.63K $0
JGRO
J P Morgan Exchange Traded Fd
884
+ 27.47%
N/A
4.1K $0
Lam Research Corp
114K
New
N/A
114K $0
GWW
W.W. Grainger, Inc.

Industrials
284
+ 6.7%
$953.54 - $1132.42 $271K - $322K
4.52K $4.46M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.03%
$72.7 - $84.32 $72.7 - $84.3
3.74K $279K
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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