Yhb Investment Advisors, Inc. Incresed Positions in Q4 2025

Yhb Investment Advisors, Inc.

  • $1.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
23.2K
+ 406.35%
$835.79 - $946.29 $19.4M - $22M
28.9K $24.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
143K
+ 49.18%
$50.57 - $50.77 $7.24M - $7.26M
434K $22M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
88.8K
+ 18.36%
$63.25 - $66.24 $5.62M - $5.88M
573K $36.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
843
+ 1.8%
$524.58 - $588.02 $442K - $496K
47.8K $27.1M
AMGN
Amgen Inc

Healthcare
498
+ 1.1%
$290.13 - $341.71 $144K - $170K
45.6K $15.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
21.5K
+ 58.27%
$112.85 - $117.98 $2.42M - $2.53M
58.3K $6.76M
LLY
Eli Lilly & CO

Healthcare
577
+ 7.74%
$799.57 - $1025.28 $461K - $592K
8.03K $8.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23.9K
+ 571.11%
$91.7 - $105.68 $2.19M - $2.53M
28.1K $2.77M
ISRG
Intuitive Surgical Inc

Healthcare
194
+ 0.88%
$429.59 - $576.2 $83.3K - $112K
22.2K $12.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
33.1K
+ 32.47%
$71.9 - $75.9 $2.38M - $2.51M
135K $9.8M
XLK
Technology Sector Spdr

ETFs
6.59K
+ 128.3%
$278.39 - $304.13 $1.84M - $2M
11.7K $3.38M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
39K
+ 27.95%
$42.26 - $44.28 $1.65M - $1.73M
178K $7.81M
IEFA
Ishares Tr

ETFs
17.7K
+ 13.99%
$86.09 - $89.88 $1.53M - $1.59M
145K $12.8M
APH
Amphenol Corp

Technology
557
+ 0.4%
$121.7 - $143.85 $67.8K - $80.1K
140K $18.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
50.9K
+ 34.74%
$25.85 - $27.19 $1.32M - $1.38M
197K $5.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.85K
+ 24.76%
$589.5 - $635.77 $1.09M - $1.17M
9.3K $5.61M
NEE
Nextera Energy Inc

Utilities
1.07K
+ 1.05%
$78.18 - $86.03 $83.3K - $91.6K
103K $8.81M
IVV
Ishares Core S&P 500 ETF

ETFs
1.39K
+ 6.15%
$656.2 - $690.71 $911K - $959K
24K $16.2M
XLE
Energy Sector Spdr

ETFs
10.3K
+ 92.0%
$85.22 - $92.02 $881K - $952K
21.6K $1.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 4.57%
$653.02 - $687.39 $848K - $893K
29.7K $19.8M
IEMG
Ishares Inc

ETFs
15.8K
+ 16.03%
N/A
114K $6.14M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.9K
+ 16.23%
$45.45 - $48.31 $539K - $573K
85K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.32K
+ 19.5%
$76.84 - $80.86 $563K - $592K
44.9K $3.55M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.6K
+ 2.55%
$31.41 - $33.69 $396K - $425K
508K $16.4M
WELL
Welltower Inc.

Real Estate
1.46K
+ 9.4%
$165.94 - $193.82 $243K - $284K
17K $3.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
139
+ 0.19%
$475.68 - $513.11 $66.1K - $71.3K
73.7K $37.5M
WMT
Walmart Inc.

Consumer Defensive
5.06K
+ 5.42%
$101.18 - $109.03 $512K - $551K
98.3K $10.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.5K
+ 100.0%
$91.46 - $91.76 $503K - $505K
11K $1.01M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.1K
+ 9.53%
$50.85 - $51.0 $513K - $514K
116K $5.91M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.11K
+ 8.17%
$43.84 - $45.35 $399K - $413K
121K $5.4M
RTX
Raytheon Technologies Corp

Industrials
369
+ 0.79%
$157.0 - $179.44 $57.9K - $66.2K
47.1K $8.27M
PANW
Palo Alto Networks Inc

Technology
1.77K
+ 3.93%
$204.77 - $221.38 $361K - $391K
46.6K $9.57M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.28K
+ 20.68%
$50.37 - $50.58 $417K - $419K
48.3K $2.44M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.45K
+ 42.57%
$52.21 - $52.72 $389K - $393K
25K $1.31M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.28K
+ 29.72%
$53.68 - $54.54 $337K - $343K
27.4K $1.47M
XLU
Utilities Sector Spdr

ETFs
3.57K
+ 100.31%
$87.89 - $92.9 $314K - $331K
7.13K $632K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.24K
+ 11.72%
$52.76 - $53.18 $329K - $332K
59.5K $3.14M
GLDM
World Gold Trust

ETFs
3.15K
+ 23.16%
$76.32 - $86.69 $240K - $273K
16.7K $1.35M
SPYG
Spdr Portfolio

ETFs
2.79K
+ 5.87%
$102.4 - $109.39 $285K - $305K
50.3K $5.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
657
+ 1.49%
$280.66 - $305.09 $184K - $200K
44.6K $12.6M
PLD
Prologis, Inc.

Real Estate
278
+ 1.0%
$111.23 - $127.18 $30.9K - $35.4K
28.1K $3.47M
EEMV
Ishares Msci Emerging Markets

ETFs
3.2K
+ 7.74%
$62.97 - $65.76 $201K - $210K
44.5K $2.9M
TJX
Tjx Companies Inc

Consumer Cyclical
876
+ 1.08%
$138.56 - $147.63 $121K - $129K
82K $12M
ABBV
Abb Vie Inc.

Healthcare
690
+ 1.92%
$211.96 - $244.38 $146K - $169K
36.6K $8.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
366
+ 0.88%
$358.39 - $376.54 $131K - $138K
42.2K $15.5M
CASY
Caseys General Stores Inc

Consumer Cyclical
584
+ 18.6%
$513.19 - $567.48 $300K - $331K
3.72K $2M
PBE
Invesco Exchange Traded Fd Tr

ETFs
95
+ 0.39%
$70.36 - $78.44 $6.68K - $7.45K
24.4K $1.9M
AMAT
Applied Materials Inc

Technology
201
+ 4.37%
$209.95 - $240.89 $42.2K - $48.4K
4.81K $1.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.5K
+ 17.65%
$100.37 - $100.72 $151K - $151K
10K $1.01M
Activity Summary
Buys All Purchases 124 New Holdings 13 Increased Positions 111 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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