Yhb Investment Advisors, Inc. Incresed Positions in Q4 2024

Yhb Investment Advisors, Inc.

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.04K
+ 9.36%
$86.65 - $94.9 $89.9K - $98.4K
12.1K $1.05M
IEMG
Ishares Inc

ETFs
1.5K
+ 1.91%
N/A
79.9K $4.29M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.01K
+ 17.05%
$51.33 - $53.74 $103K - $108K
13.8K $711K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.32K
+ 7.84%
$50.0 - $50.27 $66K - $66.4K
18.2K $909K
SUB
Ishares Short Term National Mu

ETFs
475
+ 8.03%
$104.94 - $106.2 $49.8K - $50.4K
6.39K $674K
EQIX
Equinix Inc

Real Estate
17
+ 3.14%
$865.69 - $985.0 $14.7K - $16.7K
559 $527K
PWR
Quanta Services, Inc.

Industrials
16
+ 0.74%
$296.05 - $346.6 $4.74K - $5.55K
2.17K $685K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.01%
$111.85 - $120.71 $112 - $121
18.2K $2.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.32K
+ 23.06%
$44.04 - $49.49 $58K - $65.2K
7.03K $309K
ESI
Element Solutions Inc

Basic Materials
1.85K
+ 23.04%
$24.64 - $29.33 $45.6K - $54.3K
9.89K $251K
ETR
Entergy Corp

Utilities
1.66K
+ 90.39%
$73.19 - $156.4 $121K - $259K
3.49K $264K
EOG
Eog Resources Inc

Energy
120
+ 5.15%
$118.22 - $136.54 $14.2K - $16.4K
2.45K $300K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
63.1K
+ 194.69%
$22.01 - $66.82 $1.39M - $4.22M
95.5K $2.17M
AMAT
Applied Materials Inc

Technology
1K
+ 26.07%
$161.44 - $213.89 $162K - $215K
4.85K $788K
AA
Alcoa Corp

Basic Materials
447
+ 3.62%
$36.62 - $47.42 $16.4K - $21.2K
12.8K $483K
ROLL
Rbc Bearings Inc

Industrials
25
+ 3.36%
N/A
768 $188K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.6K
+ 201.97%
$27.54 - $83.04 $483K - $1.46M
26.2K $727K
EEMV
Ishares Msci Emerging Markets

ETFs
3.1K
+ 8.35%
$57.85 - $63.11 $179K - $195K
40.2K $2.33M
FISV
Fiserv Inc

Technology
18
+ 1.6%
N/A
1.14K $143K
JGRO
J P Morgan Exchange Traded Fd
17
+ 0.53%
N/A
3.22K $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
49
+ 0.12%
$30.67 - $30.84 $1.5K - $1.51K
39.4K $1.21M
CMCSA
Comcast Corp

Communication Services
8.5K
+ 11.1%
$37.39 - $45.14 $318K - $384K
85.1K $3.19M
CVX
Chevron Corp

Energy
470
+ 1.5%
$141.15 - $162.53 $66.3K - $76.4K
31.8K $4.61M
GLD
Spdr Gold Trust

ETFs
5
+ 0.03%
$236.59 - $257.5 $1.18K - $1.29K
16K $3.86M
KMB
Kimberly Clark Corp

Consumer Defensive
83
+ 3.41%
$130.37 - $146.09 $10.8K - $12.1K
2.52K $330K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26
+ 0.75%
$58.88 - $64.8 $1.53K - $1.68K
3.48K $204K
SYK
Stryker Corp

Healthcare
96
+ 0.2%
$345.14 - $392.15 $33.1K - $37.6K
47.3K $17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.76K
+ 104.71%
$18.41 - $40.87 $125K - $276K
13.2K $244K
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.8K
+ 93.88%
$25.33 - $51.16 $374K - $755K
30.5K $788K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
53
+ 0.44%
$89.9 - $100.66 $4.76K - $5.33K
12.2K $1.11M
TSCO
Tractor Supply CO

Consumer Cyclical
3.67K
+ 384.29%
$52.59 - $303.74 $193K - $1.11M
4.63K $245K
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.07%
$57.29 - $63.1 $344 - $379
8.04K $461K
SHW
Sherwin Williams CO

Basic Materials
64
+ 3.72%
$338.75 - $399.71 $21.7K - $25.6K
1.79K $607K
WM
Waste Management Inc

Industrials
46
+ 0.44%
$201.79 - $228.46 $9.28K - $10.5K
10.4K $2.1M
VNQ
Vanguard Specialized Funds Van

ETFs
101
+ 1.31%
$87.85 - $98.6 $8.87K - $9.96K
7.84K $698K
ABBV
Abb Vie Inc.

Healthcare
3.35K
+ 10.06%
$164.99 - $203.87 $553K - $683K
36.7K $6.52M
SHEL
Shell PLC

Energy
1.58K
+ 2.45%
$60.63 - $70.23 $95.6K - $111K
66K $4.14M
MSFT
Microsoft Corp

Technology
2.74K
+ 1.84%
$406.35 - $454.46 $1.11M - $1.25M
151K $63.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
898
+ 1.26%
$38.37 - $42.82 $34.5K - $38.5K
72.4K $2.78M
IVE
Ishares S&P 500 Value ETF

ETFs
190
+ 0.54%
$189.5 - $206.17 $36K - $39.2K
35.2K $6.71M
RTX
Raytheon Technologies Corp

Industrials
307
+ 0.65%
$114.45 - $127.21 $35.1K - $39.1K
47.6K $5.51M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.14K
+ 3.96%
$37.12 - $41.23 $116K - $129K
82.3K $3.05M
LHX
L3 Harris Technologies, Inc.

Industrials
411
+ 3.55%
$208.94 - $264.22 $85.9K - $109K
12K $2.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
231K
+ 201.47%
$26.93 - $84.95 $6.22M - $19.6M
346K $9.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 0.4%
$442.29 - $483.08 $133K - $145K
75.4K $34.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.48K
+ 1.08%
$34.13 - $37.35 $50.4K - $55.1K
138K $4.71M
PLD
Prologis, Inc.

Real Estate
409
+ 1.49%
$101.4 - $126.96 $41.5K - $51.9K
27.8K $2.94M
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 0.21%
$385.02 - $431.37 $31.2K - $34.9K
38.4K $14.9M
IEFA
Ishares Tr

ETFs
173
+ 0.19%
$70.06 - $77.43 $12.1K - $13.4K
93.5K $6.57M
Activity Summary
Buys All Purchases 115 New Holdings 9 Increased Positions 106 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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