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
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.87%
$4295.4 - $5141.88 $8.59K - $10.3K
105 $483K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 0.35%
$634.14 - $744.83 $1.27K - $1.49K
575 $364K
IWP
Ishares Russell Mid Cap Growth

ETFs
-200
- 8.83%
$114.9 - $139.6 $23K - $27.9K
2.06K $242K
XLF
Financial Sector Spdr

ETFs
-1.05K
- 9.8%
$47.32 - $52.19 $49.6K - $54.7K
9.65K $480K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-50
- 0.58%
$69.82 - $78.67 $3.49K - $3.93K
8.62K $606K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.74K
- 10.12%
$20.64 - $20.73 $35.8K - $36K
15.4K $318K
SHOP
Shopify Inc.

Technology
-11
- 0.4%
$90.59 - $129.31 $996 - $1.42K
2.73K $260K
VIG
Vanguard Dividend Appreciation

ETFs
-142
- 4.2%
N/A
3.24K $589K
WFC
Wells Fargo & Company

Financial Services
-1.06K
- 3.2%
$66.78 - $81.42 $70.6K - $86.1K
32K $2.3M
XLU
Utilities Sector Spdr

ETFs
-474
- 11.76%
$74.7 - $80.27 $35.4K - $38K
3.56K $280K
CTSH
Cognizant Technology Solutions Corp

Technology
-200
- 2.38%
$75.32 - $90.7 $15.1K - $18.1K
8.21K $628K
IWD
Ishares Russell 1000 Val ETF

ETFs
-127
- 4.75%
$182.82 - $196.21 $23.2K - $24.9K
2.55K $479K
FISV
Fiserv Inc

Technology
-100
- 8.75%
N/A
1.04K $130K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-349
- 4.97%
$42.5 - $46.71 $14.8K - $16.3K
6.68K $302K
QCOM
Qualcomm Inc

Technology
-7
- 0.34%
$151.94 - $175.86 $1.06K - $1.23K
2.04K $313K
Veralto Corp
-515
- 2.82%
N/A
17.8K $0
Middlefield Banc Corp
-450
- 5.87%
N/A
7.22K $0
Ge Vernova Inc
-367
- 5.06%
N/A
6.88K $0
Linde PLC
-30
- 0.31%
N/A
9.74K $0
Kenvue Inc
-2.56K
- 5.09%
N/A
47.7K $0
COF
Capital One Financial Corp

Financial Services
-77
- 0.49%
$163.87 - $209.82 $12.6K - $16.2K
15.5K $2.78M
VNQ
Vanguard Specialized Funds Van

ETFs
-109
- 1.39%
$85.55 - $94.34 $9.32K - $10.3K
7.73K $699K
ETR
Entergy Corp

Utilities
-352
- 10.1%
$75.26 - $87.89 $26.5K - $30.9K
3.13K $267K
TSCO
Tractor Supply CO

Consumer Cyclical
-100
- 2.16%
$51.66 - $57.94 $5.17K - $5.79K
4.53K $249K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-370
- 2.8%
$18.36 - $20.51 $6.79K - $7.59K
12.9K $254K
CL
Colgate Palmolive CO

Consumer Defensive
-265
- 1.95%
$85.68 - $97.5 $22.7K - $25.8K
13.3K $1.25M
WTRG
Essential Utilities, Inc.

Utilities
-50
- 0.8%
$33.49 - $40.57 $1.67K - $2.03K
6.19K $244K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-84
- 6.27%
$208.48 - $244.03 $17.5K - $20.5K
1.26K $306K
MA
Mastercard Inc

Financial Services
-127
- 2.96%
$504.67 - $576.31 $64.1K - $73.2K
4.17K $2.28M
AMT
American Tower Corp

Real Estate
-190
- 10.06%
$173.46 - $217.6 $33K - $41.3K
1.7K $369K
VZ
Verizon Communications Inc

Communication Services
-52
- 0.99%
$37.81 - $46.49 $1.97K - $2.42K
5.22K $236K
EEM
Ishares Msci Emerging Markets

ETFs
-35
- 0.21%
$40.81 - $45.34 $1.43K - $1.59K
17K $740K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-246
- 2.19%
$42.3 - $53.69 $10.4K - $13.2K
11K $572K
ING
Ing Groep Nv

Financial Services
-500
- 3.73%
$15.51 - $20.74 $7.76K - $10.4K
12.9K $252K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.78K
- 3.89%
$101.42 - $113.2 $180K - $201K
44K $4.84M
XLE
Energy Sector Spdr

ETFs
-146
- 1.75%
$85.7 - $93.96 $12.5K - $13.7K
8.21K $767K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-510
- 0.7%
$37.07 - $40.63 $18.9K - $20.7K
71.9K $2.83M
PM
Philip Morris International Inc.

Consumer Defensive
-50
- 2.32%
$117.15 - $158.79 $5.86K - $7.94K
2.11K $334K
MMM
3 M CO

Industrials
-40
- 0.81%
$129.7 - $155.12 $5.19K - $6.2K
4.9K $719K
COP
Conocophillips

Energy
-112
- 0.66%
$88.6 - $105.85 $9.92K - $11.9K
16.9K $1.78M
ABT
Abbott Laboratories

Healthcare
-119
- 2.12%
$111.1 - $140.22 $13.2K - $16.7K
5.51K $730K
PG
Procter & Gamble CO

Consumer Defensive
-22
- 0.06%
$158.56 - $176.26 $3.49K - $3.88K
36.9K $6.29M
EBAY
Ebay Inc

Consumer Cyclical
-549
- 1.92%
$61.61 - $70.93 $33.8K - $38.9K
28K $1.89M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.15K
- 3.07%
$71.24 - $84.73 $82.2K - $97.8K
36.4K $2.99M
PAYX
Paychex Inc

Industrials
-1.81K
- 6.03%
$136.06 - $154.52 $246K - $279K
28.1K $4.34M
CME
Cme Group Inc.

Financial Services
-606
- 6.57%
$225.82 - $266.54 $137K - $162K
8.62K $2.29M
OTIS
Otis Worldwide Corp

Industrials
-182
- 0.79%
$90.77 - $104.01 $16.5K - $18.9K
22.8K $2.36M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.36K
- 0.99%
$33.84 - $37.77 $46K - $51.4K
137K $4.97M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.12K
- 2.62%
$56.12 - $68.15 $62.7K - $76.1K
41.6K $2.82M
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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