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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-75
- 2.13%
$58.03 - $65.37 $4.35K - $4.9K
3.45K $223K
LECO
Lincoln Electric Holdings Inc

Industrials
-1
- 0.02%
$173.3 - $211.48 $173 - $211
4.07K $781K
ALGN
Align Technology Inc

Healthcare
-444
- 4.57%
$204.03 - $257.2 $90.6K - $114K
9.28K $2.36M
SO
Southern CO

Utilities
-219
- 7.42%
$77.0 - $90.52 $16.9K - $19.8K
2.73K $246K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-258
- 6.07%
$125.95 - $142.04 $32.5K - $36.6K
3.99K $566K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-20
- 0.97%
$162.83 - $179.16 $3.26K - $3.58K
2.05K $366K
DD
Du Pont De Nemours, Inc.

Basic Materials
-75
- 1.97%
$77.22 - $89.49 $5.79K - $6.71K
3.74K $333K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-121
- 1.25%
$116.79 - $133.54 $14.1K - $16.2K
9.59K $1.26M
CPT
Camden Property Trust

Real Estate
-255
- 6.12%
$107.5 - $126.88 $27.4K - $32.4K
3.91K $483K
USRT
Ishares Core U.S. Reit ETF

ETFs
-407
- 6.02%
$53.07 - $62.66 $21.6K - $25.5K
6.35K $390K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-218
- 0.85%
$76.94 - $79.54 $16.8K - $17.3K
25.5K $2.03M
FTV
Fortive Corp

Technology
-2.21K
- 4.98%
$67.01 - $79.2 $148K - $175K
42.1K $3.32M
AMT
American Tower Corp

Real Estate
-174
- 8.15%
$192.27 - $242.73 $33.5K - $42.2K
1.96K $455K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-75
- 0.45%
$39.3 - $43.08 $2.95K - $3.23K
16.6K $714K
GS
Goldman Sachs Group Inc

Financial Services
-871
- 7.88%
$459.02 - $510.25 $400K - $444K
10.2K $5.04M
CHD
Church & Dwight CO Inc

Consumer Defensive
-31
- 0.07%
$98.01 - $106.59 $3.04K - $3.3K
47.3K $4.95M
HUBB
Hubbell Inc

Industrials
-10
- 1.27%
$355.55 - $428.48 $3.56K - $4.28K
775 $331K
XLU
Utilities Sector Spdr

ETFs
-100
- 2.41%
$67.67 - $80.78 $6.77K - $8.08K
4.05K $327K
FICO
Fair Isaac Corp

Technology
-26
- 11.98%
$1496.51 - $1947.38 $38.9K - $50.6K
191 $371K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-4.03K
- 24.82%
$29.24 - $45.37 $118K - $183K
12.2K $548K
XOM
Exxon Mobil Corp

Energy
-117
- 0.36%
$109.72 - $119.0 $12.8K - $13.9K
32.6K $3.83M
CSCO
Cisco Systems, Inc.

Technology
-1.83K
- 6.76%
$44.74 - $53.22 $82K - $97.5K
25.3K $1.34M
BDX
Becton Dickinson & CO

Healthcare
-54
- 0.56%
$221.47 - $242.41 $12K - $13.1K
9.68K $2.33M
FAST
Fastenal CO

Industrials
-2.84K
- 9.17%
$62.09 - $71.83 $176K - $204K
28.1K $2.01M
EQIX
Equinix Inc

Real Estate
-6
- 1.09%
$749.0 - $890.01 $4.49K - $5.34K
542 $481K
BX
Blackstone Inc.

Financial Services
-10
- 0.41%
$120.77 - $159.66 $1.21K - $1.6K
2.42K $370K
GILD
Gilead Sciences, Inc.

Healthcare
-300
- 4.74%
$66.59 - $83.99 $20K - $25.2K
6.03K $505K
CAT
Caterpillar Inc

Industrials
-50
- 2.83%
$316.8 - $391.12 $15.8K - $19.6K
1.72K $671K
KO
Coca Cola CO

Consumer Defensive
-440
- 3.1%
$62.69 - $73.01 $27.6K - $32.1K
13.7K $987K
PAYX
Paychex Inc

Industrials
-3.67K
- 9.93%
$116.17 - $135.19 $427K - $497K
33.3K $4.47M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-117
- 0.36%
$59.93 - $66.52 $7.01K - $7.78K
32.4K $2.16M
AZO
Autozone Inc

Consumer Cyclical
-7
- 0.95%
$2815.0 - $3212.87 $19.7K - $22.5K
731 $2.3M
MORN
Morningstar, Inc.

Financial Services
-633
- 4.66%
$295.85 - $326.31 $187K - $207K
13K $4.14M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-50
- 0.2%
$64.02 - $71.97 $3.2K - $3.6K
24.6K $1.71M
ADP
Automatic Data Processing Inc

Industrials
-100
- 2.44%
$233.44 - $279.45 $23.3K - $27.9K
4K $1.11M
MS
Morgan Stanley

Financial Services
-38
- 0.18%
$92.07 - $106.96 $3.5K - $4.06K
20.5K $2.14M
MMM
3 M CO

Industrials
-167
- 3.2%
$99.69 - $139.42 $16.6K - $23.3K
5.04K $689K
JNJ
Johnson & Johnson

Healthcare
-2.19K
- 6.73%
$145.48 - $167.38 $318K - $366K
30.3K $4.91M
OTIS
Otis Worldwide Corp

Industrials
-42
- 0.18%
$91.43 - $104.43 $3.84K - $4.39K
23.4K $2.43M
BMY
Bristol Myers Squibb CO

Healthcare
-423
- 2.18%
$39.66 - $51.75 $16.8K - $21.9K
19K $980K
CMCSA
Comcast Corp

Communication Services
-443
- 0.57%
$37.33 - $41.78 $16.5K - $18.5K
76.6K $3.2M
IBM
International Business Machines Corp

Technology
-43
- 1.04%
$175.1 - $223.38 $7.53K - $9.61K
4.08K $900K
YUM
Yum Brands Inc

Consumer Cyclical
-441
- 1.15%
$125.95 - $139.96 $55.5K - $61.7K
37.8K $5.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-835
- 5.9%
$57.22 - $80.08 $47.8K - $66.9K
13.3K $1.04M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.95K
- 7.07%
$69.44 - $84.76 $205K - $250K
38.8K $3.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-75
- 0.1%
$36.02 - $41.68 $2.7K - $3.13K
71.5K $2.95M
EBAY
Ebay Inc

Consumer Cyclical
-843
- 2.86%
$52.61 - $65.44 $44.4K - $55.2K
28.6K $1.87M
NKE
Nike, Inc.

Consumer Cyclical
-3.31K
- 7.45%
$71.09 - $89.44 $235K - $296K
41.1K $3.63M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.29K
- 0.94%
$33.74 - $37.96 $43.5K - $49K
136K $5.13M
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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