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
BAC
Bank Of America Corp

Financial Services
769
+ 3.79%
$39.61 - $47.74 $30.5K - $36.7K
21.1K $878K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
275
+ 1.05%
$25.58 - $29.24 $7.03K - $8.04K
26.5K $694K
CAT
Caterpillar Inc

Industrials
26
+ 1.56%
$326.75 - $407.63 $8.5K - $10.6K
1.69K $558K
VUG
Vanguard Growth ETF

ETFs
47
+ 2.69%
$369.1 - $427.61 $17.3K - $20.1K
1.8K $665K
EQIX
Equinix Inc

Real Estate
20
+ 3.58%
$803.0 - $959.97 $16.1K - $19.2K
579 $472K
PANW
Palo Alto Networks Inc

Technology
2.22K
+ 5.65%
$167.82 - $208.28 $373K - $463K
41.5K $7.09M
ADBE
Adobe Inc.

Technology
13
+ 1.11%
$377.84 - $464.11 $4.91K - $6.03K
1.19K $454K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
214
+ 1.17%
$108.02 - $120.45 $23.1K - $25.8K
18.5K $2.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
452
+ 6.71%
$468.34 - $539.52 $212K - $244K
7.19K $3.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.77K
+ 1.86%
$21.23 - $23.75 $37.6K - $42.1K
97.3K $2.09M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
117
+ 0.97%
$77.91 - $92.26 $9.12K - $10.8K
12.2K $972K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
120
+ 1.13%
$126.86 - $146.45 $15.2K - $17.6K
10.7K $1.36M
INTU
Intuit Inc

Technology
261
+ 1.29%
$555.63 - $630.23 $145K - $164K
20.5K $12.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.96K
+ 14.77%
$47.79 - $59.89 $380K - $477K
61.9K $3.11M
AXP
American Express CO

Financial Services
6
+ 0.1%
$255.39 - $325.87 $1.53K - $1.96K
5.97K $1.61M
MS
Morgan Stanley

Financial Services
112
+ 0.5%
$111.68 - $141.08 $12.5K - $15.8K
22.7K $2.65M
ACN
Accenture PLC

Technology
184
+ 1.97%
$300.91 - $398.25 $55.4K - $73.3K
9.55K $2.98M
CSL
Carlisle Companies Inc

Industrials
580
+ 3.13%
$326.43 - $408.24 $189K - $237K
19.1K $6.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
832
+ 2.08%
$302.31 - $337.54 $252K - $281K
40.9K $12.5M
MORN
Morningstar, Inc.

Financial Services
8
+ 0.06%
$282.49 - $334.73 $2.26K - $2.68K
12.9K $3.86M
IWM
Ishares Russell 2000 ETF

ETFs
186
+ 0.77%
$198.1 - $229.79 $36.8K - $42.7K
24.2K $4.83M
CMI
Cummins Inc

Industrials
66
+ 0.39%
$312.92 - $386.07 $20.7K - $25.5K
16.8K $5.28M
ETN
Eaton Corp PLC

Industrials
1.51K
+ 9.22%
$271.83 - $371.23 $410K - $559K
17.8K $4.85M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 0.09%
$347.25 - $424.87 $11.5K - $14K
38.4K $14.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.21K
+ 5.49%
$165.25 - $224.62 $366K - $497K
42.5K $7.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
120
+ 0.11%
$92.45 - $106.69 $11.1K - $12.8K
108K $10M
AVGO
Broadcom Inc.

Technology
912
+ 5.24%
$167.43 - $244.7 $153K - $223K
18.3K $3.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
133
+ 0.29%
$497.6 - $606.74 $66.2K - $80.7K
46.6K $23.2M
CRM
Salesforce, Inc.

Technology
1.22K
+ 6.04%
$268.36 - $359.95 $327K - $438K
21.4K $5.74M
URI
United Rentals, Inc.

Industrials
699
+ 3.69%
$594.17 - $789.56 $415K - $552K
19.6K $12.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.6K
+ 2.39%
$24.91 - $29.02 $288K - $336K
496K $12.4M
NOW
Service Now, Inc.

Technology
281
+ 5.49%
$783.83 - $1170.39 $220K - $329K
5.4K $4.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.69K
+ 0.58%
$57.21 - $65.8 $154K - $177K
469K $27.3M
DHR
Danaher Corp

Healthcare
565
+ 0.7%
$201.62 - $250.59 $114K - $142K
81.7K $16.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
185
+ 0.09%
$102.49 - $119.96 $19K - $22.2K
207K $21.6M
NVDA
Nvidia Corp

Technology
4.46K
+ 1.98%
$106.98 - $149.43 $477K - $666K
229K $24.9M
MSFT
Microsoft Corp

Technology
201
+ 0.13%
$375.39 - $447.2 $75.5K - $89.9K
152K $56.9M
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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