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
LYB
Lyondell Basell Industries N.V.

Basic Materials
-130
- 1.51%
$48.34 - $67.22 $6.28K - $8.74K
8.49K $416K
NKE
Nike, Inc.

Consumer Cyclical
-714
- 2.94%
$69.24 - $79.24 $49.4K - $56.6K
23.5K $1.64M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.07K
- 5.45%
$30.71 - $30.86 $63.4K - $63.7K
35.8K $1.11M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.86%
$5364.25 - $5815.92 $16.1K - $17.4K
102 $550K
MCK
Mckesson Corp

Healthcare
-103
- 17.11%
$659.01 - $772.54 $67.9K - $79.6K
499 $385K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-856
- 7.96%
$42.56 - $49.08 $36.4K - $42K
9.89K $424K
EOG
Eog Resources Inc

Energy
-298
- 11.09%
$112.12 - $126.1 $33.4K - $37.6K
2.39K $267K
ADBE
Adobe Inc.

Technology
-38
- 3.21%
$333.65 - $392.1 $12.7K - $14.9K
1.15K $404K
SBUX
Starbucks Corp

Consumer Cyclical
-210
- 4.58%
$81.9 - $96.86 $17.2K - $20.3K
4.37K $369K
PM
Philip Morris International Inc.

Consumer Defensive
-34
- 1.64%
$157.77 - $183.27 $5.36K - $6.23K
2.04K $330K
EQIX
Equinix Inc

Real Estate
-44
- 8.26%
$756.7 - $811.13 $33.3K - $35.7K
489 $383K
T
At&T Inc.

Communication Services
-1.05K
- 12.68%
$26.94 - $29.62 $28.2K - $31K
7.22K $203K
PFE
Pfizer Inc

Healthcare
-3.89K
- 7.21%
$23.29 - $25.88 $90.5K - $101K
50K $1.27M
XLP
Consumer Staples Sector Spdr

ETFs
-400
- 6.42%
N/A
5.83K $443K
FDX
Fedex Corp

Industrials
-165
- 14.97%
$217.1 - $243.2 $35.8K - $40.1K
937 $220K
VIG
Vanguard Dividend Appreciation

ETFs
-155
- 4.79%
N/A
3.08K $561K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-385
- 2.35%
$78.96 - $80.04 $30.4K - $30.8K
16K $1.28M
AER
Aer Cap Holdings N.V.

Industrials
-878
- 4.12%
$107.25 - $124.42 $94.2K - $109K
20.4K $2.47M
MA
Mastercard Inc

Financial Services
-90
- 2.12%
$550.18 - $598.96 $49.5K - $53.9K
4.16K $2.37M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-885
- 7.77%
$87.69 - $96.0 $77.6K - $85K
10.5K $990K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-982
- 9.51%
$148.97 - $165.88 $146K - $163K
9.34K $1.54M
KMB
Kimberly Clark Corp

Consumer Defensive
-28
- 1.13%
$121.72 - $136.77 $3.41K - $3.83K
2.44K $303K
EMR
Emerson Electric CO

Industrials
-20
- 0.63%
$128.6 - $149.63 $2.57K - $2.99K
3.13K $410K
XLE
Energy Sector Spdr

ETFs
-670
- 5.63%
$84.25 - $91.99 $56.4K - $61.6K
11.2K $1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-145
- 3.75%
$136.48 - $142.97 $19.8K - $20.7K
3.73K $521K
ROLL
Rbc Bearings Inc

Industrials
-19
- 2.47%
N/A
749 $184K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-868
- 7.91%
$29.8 - $32.29 $25.9K - $28K
10.1K $324K
EL
Estee Lauder Companies Inc

Consumer Defensive
-637
- 8.6%
$83.65 - $95.26 $53.3K - $60.7K
6.77K $596K
Kenvue Inc
-12.6K
- 27.22%
N/A
33.8K $0
Veralto Corp
-804
- 4.69%
N/A
16.3K $0
Linde PLC
-485
- 5.12%
N/A
8.99K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 2.65%
$567.09 - $607.37 $5.67K - $6.07K
368 $219K
VB
Vanguard Small Cap ETF

ETFs
-50
- 5.07%
$237.58 - $259.17 $11.9K - $13K
937 $238K
VNQ
Vanguard Specialized Funds Van

ETFs
-100
- 1.49%
$88.47 - $93.24 $8.85K - $9.32K
6.61K $604K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-162
- 2.83%
$87.29 - $93.61 $14.1K - $15.2K
5.56K $519K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-376
- 5.33%
$49.43 - $54.52 $18.6K - $20.5K
6.67K $361K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-157
- 2.8%
$68.24 - $73.73 $10.7K - $11.6K
5.46K $401K
USRT
Ishares Core U.S. Reit ETF

ETFs
-124
- 1.24%
$55.64 - $59.37 $6.9K - $7.36K
9.91K $581K
ETR
Entergy Corp

Utilities
-172
- 5.49%
$80.93 - $93.55 $13.9K - $16.1K
2.96K $276K
DD
Du Pont De Nemours, Inc.

Basic Materials
-190
- 5.13%
$69.9 - $78.26 $13.3K - $14.9K
3.51K $273K
XLU
Utilities Sector Spdr

ETFs
-10
- 0.28%
$81.14 - $87.32 $811 - $873
3.56K $310K
WRB
Berkley W R Corp

Financial Services
-75
- 0.9%
$67.78 - $76.62 $5.08K - $5.75K
8.26K $632K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 0.35%
$534.91 - $598.71 $1.07K - $1.2K
573 $322K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-994
- 5.82%
$121.46 - $130.92 $121K - $130K
16.1K $2.1M
CVS
Cvs Health Corp

Healthcare
-125
- 2.0%
$58.75 - $76.5 $7.34K - $9.56K
6.14K $462K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-181
- 0.68%
$28.15 - $30.13 $5.1K - $5.45K
26.3K $779K
ACWI
Ishares Msci Acwi ETF

ETFs
-375
- 4.03%
$128.32 - $138.41 $48.1K - $51.9K
8.93K $1.23M
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.23%
$77.6 - $87.37 $1.55K - $1.75K
8.56K $718K
YUM
Yum Brands Inc

Consumer Cyclical
-524
- 1.48%
$139.5 - $153.94 $73.1K - $80.7K
34.9K $5.3M
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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