Yhb Investment Advisors, Inc. Purchases in Q4 2024

Yhb Investment Advisors, Inc.

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
760
+ 0.35%
$180.88 - $232.93 $137K - $177K
221K $48.5M
GOOGL
Alphabet Inc.

Communication Services
2.58K
+ 1.57%
$161.86 - $196.66 $418K - $508K
167K $31.6M
GOOG
Alphabet Inc.

Communication Services
1.82K
+ 1.24%
$163.08 - $198.16 $297K - $361K
149K $28.4M
JPM
Jpmorgan Chase & CO

Financial Services
4.68K
+ 10.84%
$205.18 - $250.29 $960K - $1.17M
47.9K $11.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
35.2K
+ 187.51%
$55.73 - $66.16 $1.96M - $2.33M
53.9K $3.25M
AVGO
Broadcom Inc.

Technology
6.48K
+ 59.22%
$159.67 - $250.0 $1.03M - $1.62M
17.4K $4.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
36.6K
+ 89.21%
$51.54 - $52.55 $1.89M - $1.93M
77.7K $4.02M
IVV
Ishares Core S&P 500 ETF

ETFs
2.21K
+ 11.87%
$570.51 - $610.59 $1.26M - $1.35M
20.8K $12.2M
CRM
Salesforce, Inc.

Technology
925
+ 4.81%
$270.87 - $367.87 $251K - $340K
20.2K $6.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.6K
+ 6.91%
$172.07 - $207.36 $448K - $540K
40.3K $7.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.61K
+ 372.22%
$174.22 - $187.62 $1.33M - $1.43M
9.66K $1.69M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24.5K
+ 38.86%
$50.67 - $50.9 $1.24M - $1.25M
87.5K $4.44M
NOW
Service Now, Inc.

Technology
258
+ 5.31%
$867.18 - $1148.42 $224K - $296K
5.12K $5.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
+ 3.64%
$567.81 - $607.81 $605K - $648K
30.4K $17.8M
GS
Goldman Sachs Group Inc

Financial Services
260
+ 2.55%
$486.1 - $608.57 $126K - $158K
10.4K $5.98M
PANW
Palo Alto Networks Inc

Technology
20.9K
+ 113.8%
$181.96 - $405.9 $3.81M - $8.49M
39.3K $7.15M
SPYG
Spdr Portfolio

ETFs
5.96K
+ 16.25%
$81.74 - $91.38 $487K - $544K
42.6K $3.75M
MS
Morgan Stanley

Financial Services
2.09K
+ 10.16%
$104.42 - $134.99 $218K - $281K
22.6K $2.84M
TMUS
T Mobile Us, Inc.

Communication Services
1.59K
+ 7.09%
$206.1 - $246.94 $327K - $392K
24K $5.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
137
+ 0.13%
$94.43 - $105.47 $12.9K - $14.4K
108K $10.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.8K
New
$51.58 - $52.91 $608K - $623K
11.8K $609K
SCHX
Schwab Strategic Tr Us Large C

ETFs
82.3K
+ 272.65%
$22.4 - $68.28 $1.84M - $5.62M
113K $2.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
107
New
$4100.99 - $5300.34 $439K - $567K
107 $531K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
10.9K
+ 58.56%
$49.74 - $50.43 $541K - $549K
29.5K $1.47M
ETN
Eaton Corp PLC

Industrials
1.48K
+ 9.98%
$326.96 - $377.52 $485K - $560K
16.3K $5.42M
DIS
Walt Disney CO

Communication Services
370
+ 1.22%
$92.39 - $117.6 $34.2K - $43.5K
30.6K $3.41M
GWW
W.W. Grainger, Inc.

Industrials
380
+ 9.85%
$1023.06 - $1220.93 $389K - $464K
4.24K $4.46M
APO
Apollo Global Management, Inc.

Financial Services
711
+ 9.48%
$131.36 - $178.61 $93.4K - $127K
8.21K $1.36M
SO
Southern CO

Utilities
4.71K
+ 172.43%
$81.5 - $94.15 $384K - $443K
7.44K $612K
WDAY
Workday, Inc.

Technology
1.25K
+ 42.38%
$233.85 - $279.91 $293K - $350K
4.21K $1.09M
GLDM
World Gold Trust

ETFs
6.95K
New
$50.76 - $55.23 $353K - $384K
6.95K $361K
META
Meta Platforms, Inc.

Communication Services
190
+ 1.38%
$554.08 - $632.68 $105K - $120K
14K $8.26M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
841
New
$396.64 - $516.74 $334K - $435K
841 $338K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.2K
New
$100.16 - $100.7 $321K - $322K
3.2K $321K
SCHG
Schwab Strategic Tr Us Large C

ETFs
358K
+ 282.66%
$25.93 - $105.3 $9.28M - $37.7M
485K $13.5M
TXN
Texas Instruments Inc

Technology
1.58K
+ 69.45%
N/A
3.86K $750K
PLTR
Palantir Technologies Inc.

Technology
3.93K
New
$36.46 - $82.38 $143K - $323K
3.93K $296K
ACN
Accenture PLC

Technology
863
+ 10.15%
$343.9 - $376.86 $297K - $325K
9.36K $3.29M
TJX
Tjx Companies Inc

Consumer Cyclical
218
+ 0.27%
$112.15 - $127.2 $24.4K - $27.7K
80.3K $9.7M
BAC
Bank Of America Corp

Financial Services
4.92K
+ 32.03%
$39.22 - $47.77 $193K - $235K
20.3K $891K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.27K
+ 0.92%
$61.68 - $67.87 $263K - $290K
466K $29M
COP
Conocophillips

Energy
3.26K
+ 23.63%
$95.12 - $114.72 $310K - $374K
17.1K $1.69M
AXON
Axon Enterprise, Inc.

Industrials
390
New
$399.22 - $689.78 $156K - $269K
390 $231K
DFS
Discover Financial Services

Financial Services
1.3K
New
$136.3 - $182.67 $177K - $237K
1.3K $224K
MA
Mastercard Inc

Financial Services
141
+ 3.4%
$491.3 - $536.15 $69.3K - $75.6K
4.29K $2.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
992
+ 10.35%
$129.96 - $144.97 $129K - $144K
10.6K $1.47M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.83K
New
$87.56 - $119.8 $160K - $219K
1.83K $200K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.54K
+ 4.21%
$50.37 - $50.6 $229K - $230K
112K $5.66M
ADP
Automatic Data Processing Inc

Industrials
363
+ 9.08%
$280.08 - $307.97 $102K - $112K
4.36K $1.28M
Activity Summary
Buys All Purchases 115 New Holdings 9 Increased Positions 106 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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