Yhb Investment Advisors, Inc. New Holdings in Q1 2025

Yhb Investment Advisors, Inc.

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
5.83K
New
$113.93 - $141.54 $664K - $825K
5.83K $669K
HUM
Humana Inc

Healthcare
2.3K
New
$249.11 - $303.11 $573K - $697K
2.3K $608K
EL
Estee Lauder Companies Inc

Consumer Defensive
7.46K
New
$64.26 - $85.48 $479K - $638K
7.46K $492K
WELL
Welltower Inc.

Real Estate
2.08K
New
$124.05 - $156.86 $258K - $326K
2.08K $318K
MLM
Martin Marietta Materials Inc

Basic Materials
584
New
$460.39 - $552.64 $269K - $323K
584 $279K
TYL
Tyler Technologies Inc

Technology
459
New
$553.41 - $646.74 $254K - $297K
459 $266K
PTC
Ptc Inc.

Technology
1.54K
New
$153.3 - $193.48 $237K - $299K
1.54K $239K
T
At&T Inc.

Communication Services
8.34K
New
$21.56 - $28.28 $180K - $236K
8.34K $235K
VTV
Vanguard Value ETF

ETFs
1.35K
New
$167.73 - $179.21 $226K - $241K
1.35K $232K
MTB
M&T Bank Corp

Financial Services
1.28K
New
$170.47 - $201.98 $218K - $259K
1.28K $228K
CRWD
Crowd Strike Holdings, Inc.

Technology
625
New
$308.86 - $455.36 $193K - $285K
625 $220K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.28K
New
$50.48 - $51.04 $216K - $218K
4.28K $217K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.23K
New
$142.8 - $176.36 $176K - $217K
1.23K $212K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.26K
New
$166.63 - $185.86 $210K - $235K
1.26K $210K
MSTR
Microstrategy Inc

Technology
726
New
$239.27 - $396.5 $174K - $288K
726 $209K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.04K
New
$49.25 - $50.66 $199K - $204K
4.04K $200K
DUK
Duke Energy Corp

Utilities
1.64K
New
$105.87 - $121.97 $174K - $200K
1.64K $200K
NRGV
Energy Vault Holdings, Inc.

Utilities
33K
New
$0.7 - $2.53 $23.1K - $83.5K
33K $23K
Blackrock Inc
3.07K
New
N/A
3.07K $0
Lam Research Corp
114K
New
N/A
114K $0
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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