Yhb Investment Advisors, Inc. Reduced Holdings in Q3 2025

Yhb Investment Advisors, Inc.

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-49.6K
- 23.98%
$108.46 - $120.63 $5.38M - $5.98M
157K $18.7M
COST
Costco Wholesale Corp

Consumer Defensive
-340
- 0.8%
$915.95 - $994.57 $311K - $338K
42.1K $38.9M
UNH
Unitedhealth Group Inc

Healthcare
-10.6K
- 35.64%
$237.77 - $353.61 $2.51M - $3.73M
19.1K $6.58M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-46.1K
- 46.4%
$52.39 - $53.11 $2.41M - $2.45M
53.2K $2.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.4K
- 74.07%
$181.56 - $190.33 $2.44M - $2.56M
4.7K $892K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.82K
- 23.65%
$567.77 - $614.76 $2.17M - $2.35M
12.3K $7.54M
V
Visa Inc.

Financial Services
-926
- 1.13%
$332.09 - $358.86 $308K - $332K
81.3K $27.8M
SYK
Stryker Corp

Healthcare
-297
- 0.62%
$368.57 - $403.53 $109K - $120K
47.5K $17.6M
MORN
Morningstar, Inc.

Financial Services
-965
- 7.92%
$231.72 - $311.89 $224K - $301K
11.2K $2.6M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-7.89K
- 42.31%
$97.53 - $115.95 $769K - $914K
10.8K $1.07M
PAYX
Paychex Inc

Industrials
-1.1K
- 4.01%
$126.69 - $147.99 $139K - $162K
26.2K $3.33M
CARR
Carrier Global Corp

Industrials
-305
- 0.66%
$58.75 - $80.73 $17.9K - $24.6K
45.7K $2.73M
ZTS
Zoetis Inc.

Healthcare
-2.62K
- 10.01%
$141.13 - $159.19 $369K - $416K
23.5K $3.44M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.05K
- 41.58%
$100.37 - $100.74 $607K - $609K
8.5K $855K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-31.1K
- 8.82%
$26.38 - $27.95 $819K - $868K
321K $8.77M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.66K
- 7.63%
$64.3 - $77.17 $171K - $206K
32.3K $2.16M
CHD
Church & Dwight CO Inc

Consumer Defensive
-934
- 2.13%
$85.84 - $99.09 $80.2K - $92.6K
43K $3.77M
PG
Procter & Gamble CO

Consumer Defensive
-1.19K
- 3.27%
$150.47 - $161.22 $178K - $191K
35.1K $5.39M
BDX
Becton Dickinson & CO

Healthcare
-2.63K
- 31.99%
$172.41 - $199.66 $453K - $525K
5.59K $1.05M
CMCSA
Comcast Corp

Communication Services
-281
- 0.34%
$31.41 - $36.33 $8.83K - $10.2K
82.4K $2.59M
DIS
Walt Disney CO

Communication Services
-490
- 1.64%
$112.25 - $124.0 $55K - $60.8K
29.4K $3.36M
ALC
Alcon Inc

Healthcare
-745
- 3.72%
$73.24 - $92.22 $54.6K - $68.7K
19.3K $1.44M
CI
Cigna Corp

Healthcare
-483
- 10.75%
$262.23 - $334.39 $127K - $162K
4.01K $1.16M
ACN
Accenture PLC

Technology
-740
- 31.41%
$232.56 - $304.78 $172K - $226K
1.62K $398K
EEMV
Ishares Msci Emerging Markets

ETFs
-5.34K
- 11.45%
$61.94 - $64.63 $331K - $345K
41.3K $2.64M
OTIS
Otis Worldwide Corp

Industrials
-1.18K
- 5.17%
$84.93 - $101.07 $100K - $119K
21.6K $1.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.03K
- 2.49%
$60.9 - $70.75 $62.8K - $73K
40.3K $2.52M
CHTR
Charter Communications, Inc.

Communication Services
-17
- 0.89%
$256.57 - $418.22 $4.36K - $7.11K
1.88K $518K
CL
Colgate Palmolive CO

Consumer Defensive
-1.17K
- 8.88%
$79.36 - $93.33 $92.9K - $109K
12K $959K
WFC
Wells Fargo & Company

Financial Services
-4.14K
- 13.87%
$77.05 - $85.16 $319K - $352K
25.7K $2.15M
FTV
Fortive Corp

Technology
-2.15K
- 5.64%
$46.55 - $53.34 $100K - $115K
36K $1.76M
HON
Honeywell International Inc

Industrials
-162
- 2.12%
$207.7 - $240.4 $33.6K - $38.9K
7.46K $1.57M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.19K
- 4.65%
N/A
44.9K $3.85M
PEP
Pepsico Inc

Consumer Defensive
-4.39K
- 8.38%
$133.81 - $152.16 $588K - $668K
48K $6.75M
CME
Cme Group Inc.

Financial Services
-449
- 5.37%
$258.83 - $287.1 $116K - $129K
7.91K $2.14M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.89K
- 27.41%
$25.29 - $28.33 $225K - $252K
23.6K $657K
SHEL
Shell PLC

Energy
-3.35K
- 4.86%
$69.82 - $73.93 $234K - $247K
65.5K $4.69M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.4K
- 18.79%
$87.07 - $93.06 $209K - $224K
10.4K $950K
ITW
Illinois Tool Works Inc

Industrials
-910
- 14.62%
$252.31 - $269.41 $230K - $245K
5.32K $1.39M
META
Meta Platforms, Inc.

Communication Services
-110
- 0.8%
$695.21 - $791.73 $76.5K - $87.1K
13.7K $10.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-505
- 4.01%
$65.64 - $78.22 $33.1K - $39.5K
12.1K $810K
SO
Southern CO

Utilities
-1.49K
- 15.78%
$90.83 - $96.0 $136K - $143K
7.97K $755K
AMT
American Tower Corp

Real Estate
-346
- 22.45%
$192.32 - $232.35 $66.5K - $80.4K
1.2K $229K
DE
Deere & CO

Industrials
-100
- 10.57%
$457.26 - $524.37 $45.7K - $52.4K
846 $386K
BMY
Bristol Myers Squibb CO

Healthcare
-1.69K
- 13.17%
$43.31 - $48.98 $73.2K - $82.8K
11.1K $502K
SUB
Ishares Short Term National Mu

ETFs
-880
- 12.49%
$106.17 - $107.3 $93.4K - $94.4K
6.17K $658K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.75K
- 3.6%
$459.11 - $506.91 $1.26M - $1.39M
73.6K $37M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.97K
- 7.76%
$30.02 - $30.29 $89.2K - $90.1K
35.3K $1.07M
KO
Coca Cola CO

Consumer Defensive
-255
- 1.67%
$65.67 - $71.67 $16.7K - $18.3K
15K $996K
Activity Summary
Buys All Purchases 103 New Holdings 12 Increased Positions 91 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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