Yhb Investment Advisors, Inc. Incresed Positions in Q1 2025

Yhb Investment Advisors, Inc.

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
NEE
Nextera Energy Inc

Utilities
2.28K
+ 2.27%
$66.96 - $76.16 $153K - $174K
103K $7.28M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14
+ 5.71%
$1187.71 - $1432.58 $16.6K - $20.1K
259 $371K
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
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
EOG
Eog Resources Inc

Energy
180
+ 7.34%
$120.54 - $138.05 $21.7K - $24.8K
2.63K $337K
SBUX
Starbucks Corp

Consumer Cyclical
29
+ 0.58%
$91.75 - $115.81 $2.66K - $3.36K
4.99K $489K
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
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
GWW
W.W. Grainger, Inc.

Industrials
284
+ 6.7%
$953.54 - $1132.42 $271K - $322K
4.52K $4.46M
JGRO
J P Morgan Exchange Traded Fd
884
+ 27.47%
N/A
4.1K $0
Ge Healthcare Technologies I
125
+ 1.92%
N/A
6.63K $0
DD
Du Pont De Nemours, Inc.

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

ETFs
3.06K
+ 7.17%
$80.05 - $92.39 $245K - $282K
45.7K $3.67M
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
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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