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
XLK
Technology Sector Spdr

ETFs
-339
- 6.19%
$250.97 - $282.66 $85.1K - $95.8K
5.14K $1.45M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-25
- 0.19%
$91.28 - $97.59 $2.28K - $2.44K
13.4K $1.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-869
- 3.1%
$291.67 - $316.99 $253K - $275K
27.1K $8.25M
COP
Conocophillips

Energy
-184
- 1.04%
$91.0 - $98.99 $16.7K - $18.2K
17.4K $1.65M
AXP
American Express CO

Financial Services
-18
- 0.3%
$294.27 - $342.31 $5.3K - $6.16K
5.96K $1.98M
EEM
Ishares Msci Emerging Markets

ETFs
-277
- 1.59%
$48.07 - $53.4 $13.3K - $14.8K
17.1K $913K
UNP
Union Pacific Corp

Industrials
-589
- 1.64%
$214.91 - $237.16 $127K - $140K
35.3K $8.33M
XOM
Exxon Mobil Corp

Energy
-528
- 1.67%
$105.83 - $117.22 $55.9K - $61.9K
31.2K $3.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-120
- 1.06%
$182.33 - $194.5 $21.9K - $23.3K
11.3K $2.19M
WWD
Woodward, Inc.

Industrials
-350
- 1.15%
$237.33 - $266.1 $83.1K - $93.1K
30K $7.58M
AFL
Aflac Inc

Financial Services
-1.1K
- 2.32%
$98.09 - $111.7 $108K - $123K
46.4K $5.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-11
- 0.57%
$293.94 - $444.72 $3.23K - $4.89K
1.9K $846K
ECL
Ecolab Inc.

Basic Materials
-366
- 0.48%
$259.39 - $285.47 $94.9K - $104K
76.2K $20.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.08%
$215.01 - $273.02 $1.51K - $1.91K
8.69K $2.18M
PLD
Prologis, Inc.

Real Estate
-3
- 0.01%
$104.08 - $115.35 $312 - $346
27.9K $3.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-91
- 0.07%
$39.8 - $42.86 $3.62K - $3.9K
139K $5.97M
FAST
Fastenal CO

Industrials
-1.04K
- 1.73%
$42.47 - $50.39 $44.2K - $52.4K
58.9K $2.89M
SPYG
Spdr Portfolio

ETFs
-14
- 0.03%
$94.33 - $105.31 $1.32K - $1.47K
47.5K $4.96M
PLTR
Palantir Technologies Inc.

Technology
-21
- 0.22%
$130.68 - $186.97 $2.74K - $3.93K
9.53K $1.74M
EBAY
Ebay Inc

Consumer Cyclical
-14
- 0.05%
$75.33 - $100.77 $1.05K - $1.41K
27.8K $2.53M
NEE
Nextera Energy Inc

Utilities
-748
- 0.73%
$69.77 - $77.54 $52.2K - $58K
102K $7.68M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.29K
- 3.0%
$339.37 - $366.46 $438K - $473K
41.8K $15.3M
JNJ
Johnson & Johnson

Healthcare
-699
- 2.59%
$155.17 - $185.42 $108K - $130K
26.3K $4.87M
AVGO
Broadcom Inc.

Technology
-219
- 1.17%
$264.74 - $369.57 $58K - $80.9K
18.6K $6.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-687
- 2.36%
$617.65 - $666.84 $424K - $458K
28.4K $19M
RTX
Raytheon Technologies Corp

Industrials
-165
- 0.35%
$144.19 - $167.33 $23.8K - $27.6K
46.7K $7.82M
CMI
Cummins Inc

Industrials
-170
- 1.02%
$327.85 - $426.39 $55.7K - $72.5K
16.5K $6.96M
ABBV
Abb Vie Inc.

Healthcare
-309
- 0.85%
$184.85 - $231.54 $57.1K - $71.5K
35.9K $8.31M
TJX
Tjx Companies Inc

Consumer Cyclical
-226
- 0.28%
$121.35 - $144.54 $27.4K - $32.7K
81.2K $11.7M
MSFT
Microsoft Corp

Technology
-1.03K
- 0.68%
$491.09 - $535.64 $503K - $549K
149K $77.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-241
- 0.51%
$404.94 - $499.99 $97.6K - $120K
46.9K $22.8M
ORCL
Oracle Corp

Technology
-1.15K
- 1.71%
$218.96 - $328.33 $252K - $378K
66.3K $18.6M
URI
United Rentals, Inc.

Industrials
-51
- 0.26%
$774.14 - $975.23 $39.5K - $49.7K
19.6K $18.8M
NVDA
Nvidia Corp

Technology
-2.54K
- 1.13%
$153.3 - $186.58 $389K - $473K
222K $41.4M
GOOG
Alphabet Inc.

Communication Services
-2.27K
- 1.59%
$175.16 - $255.24 $397K - $579K
141K $34.3M
GOOGL
Alphabet Inc.

Communication Services
-1.88K
- 1.17%
$174.36 - $254.72 $327K - $478K
158K $38.4M
AAPL
Apple Inc.

Technology
-1.97K
- 0.57%
$202.38 - $256.87 $398K - $506K
341K $86.9M
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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