Yhb Investment Advisors, Inc. Reduced Holdings in Q1 2025

Yhb Investment Advisors, Inc.

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.73K
- 1.34%
$209.68 - $247.1 $992K - $1.17M
349K $77.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.37K
- 1.98%
$190.26 - $242.06 $831K - $1.06M
217K $41.2M
GOOGL
Alphabet Inc.

Communication Services
-5.89K
- 3.53%
$154.33 - $206.19 $910K - $1.22M
161K $24.9M
GOOG
Alphabet Inc.

Communication Services
-3.62K
- 2.43%
$156.06 - $207.71 $565K - $752K
145K $22.7M
ORCL
Oracle Corp

Technology
-1.5K
- 2.14%
$139.81 - $186.47 $210K - $280K
68.4K $9.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.43K
- 4.72%
$551.42 - $612.93 $790K - $878K
28.9K $16.2M
NKE
Nike, Inc.

Consumer Cyclical
-9.08K
- 24.57%
$63.29 - $81.72 $575K - $742K
27.9K $1.77M
APH
Amphenol Corp

Technology
-2.84K
- 2.02%
$61.62 - $78.55 $175K - $223K
138K $9.04M
ISRG
Intuitive Surgical Inc

Healthcare
-169
- 0.77%
$476.63 - $610.45 $80.6K - $103K
21.8K $10.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-87
- 0.42%
$554.06 - $615.85 $48.2K - $53.6K
20.7K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-366
- 14.69%
$222.15 - $428.22 $81.3K - $157K
2.13K $550K
DIS
Walt Disney CO

Communication Services
-665
- 2.17%
$96.87 - $114.0 $64.4K - $75.8K
30K $2.96M
ACWI
Ishares Msci Acwi ETF

ETFs
-3.7K
- 28.68%
$115.16 - $124.13 $426K - $459K
9.2K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-977
- 9.15%
$271.18 - $303.12 $265K - $296K
9.7K $2.67M
ALGN
Align Technology Inc

Healthcare
-1.12K
- 27.81%
$158.86 - $234.89 $178K - $263K
2.91K $461K
HON
Honeywell International Inc

Industrials
-866
- 7.67%
$202.75 - $226.52 $176K - $196K
10.4K $2.21M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-542
- 4.88%
$221.78 - $273.45 $120K - $148K
10.6K $2.41M
META
Meta Platforms, Inc.

Communication Services
-241
- 1.72%
$576.36 - $736.67 $139K - $178K
13.8K $7.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-150
- 1.16%
$65.15 - $91.81 $9.77K - $13.8K
12.8K $836K
CARR
Carrier Global Corp

Industrials
-78
- 0.17%
$62.07 - $70.55 $4.84K - $5.5K
46K $2.92M
MRK
Merck & Co., Inc.

Healthcare
-1.04K
- 7.78%
$83.01 - $101.02 $85.9K - $105K
12.3K $1.1M
CHTR
Charter Communications, Inc.

Communication Services
-780
- 29.1%
$334.89 - $384.77 $261K - $300K
1.9K $700K
PWR
Quanta Services, Inc.

Industrials
-287
- 13.24%
$236.71 - $358.03 $67.9K - $103K
1.88K $478K
SAP
Sap Se

Technology
-1.07K
- 28.4%
$241.4 - $293.69 $258K - $314K
2.69K $722K
XLK
Technology Sector Spdr

ETFs
-542
- 19.99%
$206.38 - $242.18 $112K - $131K
2.17K $447K
PEP
Pepsico Inc

Consumer Defensive
-27
- 0.03%
$142.64 - $156.42 $3.85K - $4.22K
81.8K $12.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-183
- 2.06%
$222.66 - $268.42 $40.7K - $49.1K
8.71K $2.03M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-878
- 7.18%
$80.73 - $94.96 $70.9K - $83.4K
11.4K $942K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-400
- 2.89%
$81.62 - $96.63 $32.6K - $38.7K
13.4K $1.12M
CMCSA
Comcast Corp

Communication Services
-2.29K
- 2.69%
$33.19 - $38.23 $76.1K - $87.7K
82.8K $3.06M
UNH
Unitedhealth Group Inc

Healthcare
-1.3K
- 4.2%
$461.52 - $548.18 $601K - $714K
29.7K $15.6M
VV
Vanguard Large Cap ETF

ETFs
-40
- 0.45%
$253.32 - $282.66 $10.1K - $11.3K
8.79K $2.26M
ITW
Illinois Tool Works Inc

Industrials
-326
- 4.68%
$244.9 - $274.48 $79.8K - $89.5K
6.64K $1.65M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-3.63K
- 24.86%
$26.53 - $29.63 $96.4K - $108K
11K $295K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-75
- 3.65%
$360.07 - $417.26 $27K - $31.3K
1.98K $714K
WDAY
Workday, Inc.

Technology
-26
- 0.62%
$233.53 - $277.82 $6.07K - $7.22K
4.18K $976K
FTV
Fortive Corp

Technology
-494
- 1.24%
$71.82 - $82.98 $35.5K - $41K
39.4K $2.89M
ZTS
Zoetis Inc.

Healthcare
-814
- 2.96%
$156.48 - $175.67 $127K - $143K
26.7K $4.4M
BX
Blackstone Inc.

Financial Services
-50
- 2.07%
$136.53 - $186.74 $6.83K - $9.34K
2.37K $331K
CVS
Cvs Health Corp

Healthcare
-5.39K
- 43.62%
$44.22 - $68.64 $238K - $370K
6.96K $471K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-263
- 0.86%
$23.16 - $27.04 $6.09K - $7.11K
30.2K $708K
PFE
Pfizer Inc

Healthcare
-51
- 0.08%
$25.01 - $27.13 $1.28K - $1.38K
60.5K $1.53M
HUBB
Hubbell Inc

Industrials
-15
- 1.94%
$330.91 - $456.86 $4.96K - $6.85K
760 $251K
WRB
Berkley W R Corp

Financial Services
-3K
- 26.46%
$56.7 - $71.27 $170K - $214K
8.34K $593K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.17K
- 4.75%
$77.7 - $78.94 $90.9K - $92.4K
23.5K $1.85M
XLC
Select Sector Spdr Tr Communic

ETFs
-633
- 21.69%
$94.84 - $105.31 $60K - $66.7K
2.29K $220K
VB
Vanguard Small Cap ETF

ETFs
-171
- 14.78%
$217.89 - $252.64 $37.3K - $43.2K
986 $218K
C
Citigroup Inc

Financial Services
-1.02K
- 3.35%
$67.23 - $84.63 $68.7K - $86.5K
29.5K $2.1M
IEMG
Ishares Inc

ETFs
-912
- 1.14%
N/A
79K $4.24M
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
Track This Portfolio

Track Yhb Investment Advisors, Inc. Portfolio

Follow Yhb Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email