Yhb Investment Advisors, Inc. Sells in Q3 2024

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-6.85K
- 4.4%
$395.15 - $467.56 $2.71M - $3.2M
149K $64M
GOOGL
Alphabet Inc.

Communication Services
-1.33K
- 0.81%
$148.65 - $191.18 $198K - $255K
164K $27.2M
GOOG
Alphabet Inc.

Communication Services
-2.32K
- 1.55%
$149.54 - $192.66 $347K - $447K
147K $24.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-23.9K
- 29.23%
$85.84 - $85.84 $2.05M - $2.05M
57.9K $4.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.3K
- 0.59%
$161.02 - $200.0 $210K - $260K
220K $41M
ACWI
Ishares Msci Acwi ETF

ETFs
-14.5K
- 52.26%
$107.24 - $119.84 $1.55M - $1.73M
13.2K $1.58M
INTU
Intuit Inc

Technology
-770
- 3.64%
$602.97 - $670.49 $464K - $516K
20.4K $12.7M
APH
Amphenol Corp

Technology
-5.82K
- 3.95%
$58.39 - $70.41 $340K - $410K
141K $9.22M
HON
Honeywell International Inc

Industrials
-1.68K
- 10.57%
$196.73 - $220.21 $330K - $369K
14.2K $2.93M
CVX
Chevron Corp

Energy
-689
- 2.15%
$137.88 - $161.97 $95K - $112K
31.3K $4.62M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.03K
- 3.79%
$100.09 - $100.69 $303K - $305K
76.9K $7.75M
DIS
Walt Disney CO

Communication Services
-1.54K
- 4.85%
$85.6 - $98.61 $132K - $152K
30.3K $2.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.34K
- 4.72%
$50.25 - $50.74 $268K - $271K
108K $5.47M
VB
Vanguard Small Cap ETF

ETFs
-1.07K
- 36.86%
$214.77 - $237.72 $229K - $253K
1.83K $433K
PSX
Phillips 66

Energy
-486
- 3.56%
$125.0 - $147.17 $60.8K - $71.5K
13.2K $1.73M
WM
Waste Management Inc

Industrials
-615
- 5.59%
$196.96 - $223.45 $121K - $137K
10.4K $2.16M
EW
Edwards Lifesciences Corp

Healthcare
-935
- 22.24%
$59.7 - $93.78 $55.8K - $87.7K
3.27K $215K
AMAT
Applied Materials Inc

Technology
-138
- 3.46%
$174.88 - $254.97 $24.1K - $35.2K
3.85K $777K
WFC
Wells Fargo & Company

Financial Services
-284
- 0.81%
$51.58 - $60.97 $14.6K - $17.3K
34.7K $1.96M
PFE
Pfizer Inc

Healthcare
-6.11K
- 8.82%
$27.7 - $31.39 $169K - $192K
63.1K $1.83M
BAC
Bank Of America Corp

Financial Services
-2.72K
- 15.03%
$36.65 - $44.13 $99.6K - $120K
15.4K $609K
ESI
Element Solutions Inc

Basic Materials
-4K
- 33.23%
$24.24 - $28.58 $97K - $114K
8.04K $218K
OXY
Occidental Petroleum Corp

Energy
-70
- 0.81%
$49.91 - $63.73 $3.49K - $4.46K
8.55K $440K
CME
Cme Group Inc.

Financial Services
-1.63K
- 14.18%
$193.43 - $220.62 $315K - $360K
9.87K $2.18M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.91K
- 13.54%
$85.03 - $94.56 $162K - $180K
12.2K $1.13M
FDX
Fedex Corp

Industrials
-107
- 7.62%
$254.64 - $313.52 $27.2K - $33.5K
1.3K $355K
VTI
Vanguard Total Stock Market Et

ETFs
-876
- 7.04%
$255.18 - $283.2 $224K - $248K
11.6K $3.28M
CTSH
Cognizant Technology Solutions Corp

Technology
-1.9K
- 17.95%
$66.89 - $77.87 $127K - $148K
8.69K $670K
XLF
Financial Sector Spdr

ETFs
-2.25K
- 17.4%
$40.84 - $45.74 $92.1K - $103K
10.7K $484K
VIG
Vanguard Dividend Appreciation

ETFs
-188
- 3.56%
$182.15 - $182.15 $34.2K - $34.2K
5.09K $926K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-895
- 2.23%
$30.55 - $30.85 $27.3K - $27.6K
39.3K $1.21M
EOG
Eog Resources Inc

Energy
-125
- 5.09%
$117.9 - $132.65 $14.7K - $16.6K
2.33K $286K
VZ
Verizon Communications Inc

Communication Services
-944
- 14.82%
$38.89 - $45.0 $36.7K - $42.5K
5.43K $243K
SUB
Ishares Short Term National Mu

ETFs
-275
- 4.44%
$104.3 - $106.3 $28.7K - $29.2K
5.92K $628K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-732
- 4.01%
$20.47 - $20.71 $15K - $15.2K
17.5K $361K
WTRG
Essential Utilities, Inc.

Utilities
-470
- 5.7%
$36.74 - $41.49 $17.3K - $19.5K
7.77K $299K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-615
- 5.25%
$19.2 - $19.82 $11.8K - $12.2K
11.1K $218K
EPD
Enterprise Products Partners L.P.

Energy
-212
- 2.51%
$27.88 - $30.0 $5.91K - $6.36K
8.25K $240K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.17K
- 2.77%
$51.02 - $52.74 $59.6K - $61.6K
41.1K $2.16M
CL
Colgate Palmolive CO

Consumer Defensive
-1.15K
- 6.65%
$95.54 - $108.77 $109K - $125K
16.1K $1.67M
Kenvue Inc
-6.87K
- 7.35%
N/A
86.5K $0
Ge Vernova Inc
-930
- 9.51%
N/A
8.85K $0
JCI
Johnson Controls International PLC

Industrials
-460
- 14.14%
$65.52 - $77.61 $30.1K - $35.7K
2.79K $216K
Linde PLC
-4
- 0.04%
N/A
10.1K $0
CSX
Csx Corp

Industrials
-300
- 3.29%
$32.48 - $35.45 $9.74K - $10.6K
8.82K $304K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-240
- 1.79%
$19.2 - $19.63 $4.61K - $4.71K
13.2K $257K
ABT
Abbott Laboratories

Healthcare
-529
- 8.2%
$100.07 - $118.13 $52.9K - $62.5K
5.93K $675K
CVS
Cvs Health Corp

Healthcare
-785
- 5.46%
$55.81 - $63.18 $43.8K - $49.6K
13.6K $853K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-15
- 5.77%
$1015.62 - $1159.62 $15.2K - $17.4K
245 $282K
Activity Summary
Buys All Purchases 105 New Holdings 12 Increased Positions 93 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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