Yhb Investment Advisors, Inc. Incresed Positions in Q2 2025

Yhb Investment Advisors, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
48
+ 0.29%
$273.71 - $316.29 $13.1K - $15.2K
16.4K $5M
HD
Home Depot, Inc.

Consumer Cyclical
757
+ 1.97%
$335.24 - $380.78 $254K - $288K
39.1K $14.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.2K
+ 2.26%
$19.1 - $23.83 $42.1K - $52.5K
99.5K $2.37M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.2K
+ 14.99%
$49.18 - $50.17 $256K - $261K
39.9K $2M
VV
Vanguard Large Cap ETF

ETFs
62
+ 0.71%
$228.25 - $285.3 $14.2K - $17.7K
8.85K $2.53M
PWR
Quanta Services, Inc.

Industrials
38
+ 2.02%
$239.47 - $381.26 $9.1K - $14.5K
1.92K $725K
XLE
Energy Sector Spdr

ETFs
3.7K
+ 45.01%
$76.44 - $94.13 $283K - $348K
11.9K $1.01M
CRM
Salesforce, Inc.

Technology
534
+ 2.5%
$236.26 - $291.15 $126K - $155K
21.9K $5.97M
IBM
International Business Machines Corp

Technology
55
+ 1.17%
$221.03 - $294.78 $12.2K - $16.2K
4.76K $1.4M
APO
Apollo Global Management, Inc.

Financial Services
1.15K
+ 10.74%
$108.68 - $145.07 $125K - $166K
11.8K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
147
+ 0.42%
$168.34 - $195.42 $24.7K - $28.7K
35.4K $6.93M
TDG
Trans Digm Group Inc

Industrials
46
+ 5.1%
$1231.75 - $1520.64 $56.7K - $69.9K
948 $1.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.12K
+ 60.44%
$55.54 - $69.09 $118K - $146K
5.62K $388K
SHW
Sherwin Williams CO

Basic Materials
467
+ 21.35%
$313.51 - $363.51 $146K - $170K
2.65K $911K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
550
+ 4.49%
$70.44 - $86.87 $38.7K - $47.8K
12.8K $1.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
37
+ 1.87%
$320.42 - $424.58 $11.9K - $15.7K
2.02K $850K
ACWI
Ishares Msci Acwi ETF

ETFs
100
+ 1.09%
$103.59 - $128.6 $10.4K - $12.9K
9.3K $1.2M
HUM
Humana Inc

Healthcare
673
+ 29.25%
$224.93 - $295.04 $151K - $199K
2.97K $727K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2K
+ 12.66%
$51.1 - $53.29 $102K - $106K
17.8K $947K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.22K
+ 7.35%
$20.42 - $25.3 $45.4K - $56.2K
32.4K $820K
MSTR
Microstrategy Inc

Technology
62
+ 8.54%
$237.95 - $421.61 $14.8K - $26.1K
788 $318K
MA
Mastercard Inc

Financial Services
86
+ 2.06%
$479.92 - $590.74 $41.3K - $50.8K
4.25K $2.39M
LEN
Lennar Corp

Consumer Cyclical
1.17K
+ 20.09%
$102.76 - $115.66 $120K - $135K
7K $774K
CAT
Caterpillar Inc

Industrials
2
+ 0.12%
$273.94 - $388.21 $548 - $776
1.69K $657K
EEM
Ishares Msci Emerging Markets

ETFs
438
+ 2.58%
$38.52 - $48.28 $16.9K - $21.1K
17.4K $838K
PTC
Ptc Inc.

Technology
410
+ 26.55%
$136.74 - $173.24 $56.1K - $71K
1.95K $336K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.94K
+ 15.53%
$50.34 - $51.86 $97.6K - $101K
14.4K $740K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.8K
+ 9.2%
$49.98 - $50.26 $90K - $90.5K
21.4K $1.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.43K
+ 18.87%
$17.76 - $22.1 $43.1K - $53.6K
15.3K $337K
TYL
Tyler Technologies Inc

Technology
120
+ 26.14%
$521.68 - $592.84 $62.6K - $71.1K
579 $343K
GLDM
World Gold Trust

ETFs
601
+ 6.91%
$58.96 - $67.97 $35.4K - $40.8K
9.3K $609K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
34
+ 0.3%
$72.61 - $88.75 $2.47K - $3.02K
11.4K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
224
+ 4.07%
$72.96 - $90.39 $16.3K - $20.2K
5.73K $511K
KO
Coca Cola CO

Consumer Defensive
965
+ 6.74%
$68.37 - $73.9 $66K - $71.3K
15.3K $1.08M
SHOP
Shopify Inc.

Technology
5
+ 0.18%
$76.89 - $115.35 $384 - $577
2.73K $314K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
990
+ 23.13%
$49.79 - $50.75 $49.3K - $50.2K
5.27K $267K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.55K
+ 4.21%
$29.82 - $30.19 $46.2K - $46.8K
38.3K $1.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
370
+ 5.54%
$39.89 - $49.46 $14.8K - $18.3K
7.05K $348K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2
+ 0.02%
$23.87 - $29.82 $47.7 - $59.6
11K $327K
AZO
Autozone Inc

Consumer Cyclical
29
+ 3.7%
$3478.38 - $3880.15 $101K - $113K
813 $3.02M
WDAY
Workday, Inc.

Technology
7
+ 0.17%
$210.47 - $274.71 $1.47K - $1.92K
4.19K $1M
IWD
Ishares Russell 1000 Val ETF

ETFs
63
+ 2.47%
$166.82 - $194.23 $10.5K - $12.2K
2.61K $506K
SUB
Ishares Short Term National Mu

ETFs
166
+ 2.41%
$104.77 - $106.34 $17.4K - $17.7K
7.05K $749K
SO
Southern CO

Utilities
196
+ 2.11%
$84.91 - $92.56 $16.6K - $18.1K
9.47K $869K
WM
Waste Management Inc

Industrials
196
+ 1.81%
$216.47 - $242.1 $42.4K - $47.5K
11K $2.52M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.1%
$193.73 - $237.37 $194 - $237
987 $233K
XLU
Utilities Sector Spdr

ETFs
10
+ 0.28%
$73.09 - $82.77 $731 - $828
3.57K $291K
Blackrock Inc
68
+ 2.21%
N/A
3.14K $0
JGRO
J P Morgan Exchange Traded Fd
180
+ 4.39%
N/A
4.28K $0
Activity Summary
Buys All Purchases 131 New Holdings 15 Increased Positions 116 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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