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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.39K
New
$30.13 - $33.37 $193K - $213K
6.39K $213K
VMC
Vulcan Materials CO

Basic Materials
677
New
$260.62 - $307.62 $176K - $208K
677 $208K
PWR
Quanta Services, Inc.

Industrials
331
+ 17.25%
$372.29 - $421.68 $123K - $140K
2.25K $932K
DUK
Duke Energy Corp

Utilities
1.65K
New
$116.31 - $125.93 $192K - $208K
1.65K $204K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.04K
New
$48.5 - $50.19 $196K - $203K
4.04K $202K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.36K
+ 18.87%
$52.55 - $54.37 $176K - $182K
21.1K $1.14M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.09K
+ 21.46%
$50.9 - $52.37 $157K - $162K
17.5K $915K
DHI
Horton D R Inc

Consumer Cyclical
527
+ 24.78%
$129.82 - $184.04 $68.4K - $97K
2.65K $449K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$390.92 - $477.15 $391 - $477
1.7K $808K
PBE
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.12%
$64.0 - $71.44 $1.92K - $2.14K
24.3K $1.7M
LLY
Eli Lilly & CO

Healthcare
312
+ 4.37%
$625.65 - $812.69 $195K - $254K
7.45K $5.69M
BAC
Bank Of America Corp

Financial Services
361
+ 1.79%
$44.92 - $52.42 $16.2K - $18.9K
20.6K $1.06M
AMAT
Applied Materials Inc

Technology
26
+ 0.57%
$156.25 - $204.95 $4.06K - $5.33K
4.6K $942K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
300
+ 7.72%
$89.32 - $107.82 $26.8K - $32.3K
4.19K $451K
SHW
Sherwin Williams CO

Basic Materials
250
+ 9.42%
$330.88 - $375.23 $82.7K - $93.8K
2.9K $1.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.55K
+ 16.7%
$21.69 - $23.34 $55.4K - $59.6K
17.8K $415K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.23%
$259.49 - $300.41 $1.04K - $1.2K
1.72K $517K
XLF
Financial Sector Spdr

ETFs
826
+ 8.57%
$51.37 - $54.25 $42.4K - $44.8K
10.5K $563K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
164
+ 1.91%
$52.12 - $55.33 $8.55K - $9.07K
8.75K $483K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.02%
$66.38 - $71.68 $133 - $143
8.11K $578K
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.38%
$192.76 - $203.86 $1.93K - $2.04K
2.62K $533K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
190
+ 0.48%
$50.09 - $50.73 $9.52K - $9.64K
40K $2.03M
XLC
Select Sector Spdr Tr Communic

ETFs
11
+ 0.48%
$105.99 - $119.41 $1.17K - $1.31K
2.28K $270K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
377
+ 7.15%
$50.53 - $50.82 $19K - $19.2K
5.65K $286K
COF
Capital One Financial Corp

Financial Services
75
+ 0.45%
$207.29 - $229.74 $15.5K - $17.2K
16.9K $3.59M
EPD
Enterprise Products Partners L.P.

Energy
339
+ 4.19%
$30.74 - $32.14 $10.4K - $10.9K
8.44K $263K
AON
Aon PLC

Financial Services
30
+ 0.12%
$350.91 - $375.27 $10.5K - $11.3K
24.5K $8.75M
Ge Vernova Inc
1
+ 0.02%
N/A
5.6K $0
J P Morgan Exchange Traded F
7.73K
+ 61.62%
N/A
20.3K $0
JGRO
J P Morgan Exchange Traded Fd
5.3K
+ 123.7%
N/A
9.58K $0
Fidelity Wise Origin Bitcoin
316
+ 10.16%
N/A
3.43K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
3.82K
New
N/A
3.82K $0
IBM
International Business Machines Corp

Technology
201
+ 4.22%
$234.77 - $292.47 $47.2K - $58.8K
4.96K $1.4M
TT
Trane Technologies PLC

Industrials
4
+ 0.53%
$398.96 - $472.54 $1.6K - $1.89K
764 $322K
ICE
Intercontinental Exchange, Inc.

Financial Services
10
+ 0.81%
$167.28 - $188.45 $1.67K - $1.88K
1.24K $209K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.47%
$486.13 - $544.55 $1.46K - $1.63K
641 $314K
ADP
Automatic Data Processing Inc

Industrials
125
+ 2.91%
$288.69 - $310.94 $36.1K - $38.9K
4.42K $1.3M
APO
Apollo Global Management, Inc.

Financial Services
548
+ 4.63%
$131.55 - $156.05 $72.1K - $85.5K
12.4K $1.65M
TYL
Tyler Technologies Inc

Technology
10
+ 1.73%
$522.22 - $611.76 $5.22K - $6.12K
589 $308K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.26%
$698.02 - $870.97 $698 - $871
391 $280K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 0.22%
$366.54 - $479.53 $733 - $959
893 $349K
MSTR
Microstrategy Inc

Technology
15
+ 1.9%
$300.7 - $455.9 $4.51K - $6.84K
803 $258K
WM
Waste Management Inc

Industrials
35
+ 0.32%
$213.88 - $237.1 $7.49K - $8.3K
11K $2.44M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.01%
$255.35 - $282.87 $255 - $283
15.7K $4.09M
GWW
W.W. Grainger, Inc.

Industrials
113
+ 2.41%
$932.44 - $1059.49 $105K - $120K
4.81K $4.58M
NFLX
Netflix Inc

Communication Services
426
+ 6.45%
$1147.87 - $1297.18 $489K - $553K
7.03K $8.43M
NOW
Service Now, Inc.

Technology
53
+ 0.94%
$850.86 - $1044.69 $45.1K - $55.4K
5.71K $5.26M
CSL
Carlisle Companies Inc

Industrials
657
+ 3.35%
$327.52 - $435.11 $215K - $286K
20.3K $6.68M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.13K
+ 4.96%
$38.58 - $58.24 $121K - $182K
66.3K $2.6M
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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