Yhb Investment Advisors, Inc. Reduced Holdings in Q4 2024

Yhb Investment Advisors, Inc.

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-748
- 0.91%
$226.16 - $274.52 $169K - $205K
81.2K $18.6M
URI
United Rentals, Inc.

Industrials
-140
- 0.73%
$704.44 - $880.32 $98.6K - $123K
18.9K $13.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.4K
- 15.69%
$288.47 - $316.54 $1.56M - $1.71M
29K $8.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.4K
- 22.12%
$521.84 - $558.82 $1.78M - $1.9M
12K $6.45M
ALGN
Align Technology Inc

Healthcare
-5.25K
- 56.59%
$205.03 - $245.32 $1.08M - $1.29M
4.03K $839K
NEE
Nextera Energy Inc

Utilities
-2.44K
- 2.37%
$69.77 - $85.43 $170K - $209K
100K $7.19M
ZTS
Zoetis Inc.

Healthcare
-1.39K
- 4.81%
$162.24 - $194.42 $226K - $270K
27.5K $4.49M
ELV
Elevance Health, Inc.

Healthcare
-223
- 3.93%
$365.96 - $514.62 $81.6K - $115K
5.45K $2.01M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.58K
- 7.72%
$59.25 - $72.99 $212K - $261K
42.7K $2.55M
NKE
Nike, Inc.

Consumer Cyclical
-4.17K
- 10.14%
$73.36 - $89.13 $306K - $372K
37K $2.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-49
- 0.23%
$128.36 - $186.0 $6.29K - $9.11K
21.4K $2.75M
UNP
Union Pacific Corp

Industrials
-307
- 0.85%
$223.15 - $249.32 $68.5K - $76.5K
36K $8.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.96K
- 45.13%
$176.42 - $186.91 $698K - $739K
4.81K $856K
JNJ
Johnson & Johnson

Healthcare
-1.07K
- 3.54%
$143.34 - $165.86 $154K - $178K
29.2K $4.23M
CARR
Carrier Global Corp

Industrials
-338
- 0.73%
$66.69 - $82.65 $22.5K - $27.9K
46.1K $3.15M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.28K
- 10.83%
N/A
51.6K $4.43M
AFL
Aflac Inc

Financial Services
-1.13K
- 2.3%
$100.37 - $115.27 $114K - $130K
48K $4.96M
CL
Colgate Palmolive CO

Consumer Defensive
-2.5K
- 15.54%
$90.22 - $102.31 $226K - $256K
13.6K $1.24M
XOM
Exxon Mobil Corp

Energy
-773
- 2.37%
$105.51 - $125.37 $81.6K - $96.9K
31.9K $3.43M
HON
Honeywell International Inc

Industrials
-2.89K
- 20.4%
$202.84 - $236.0 $587K - $683K
11.3K $2.55M
YUM
Yum Brands Inc

Consumer Cyclical
-1.07K
- 2.84%
$130.36 - $139.54 $140K - $150K
36.7K $4.92M
MRK
Merck & Co., Inc.

Healthcare
-1.4K
- 9.53%
$96.31 - $114.76 $135K - $161K
13.3K $1.32M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.3K
- 3.35%
$73.97 - $84.09 $96.2K - $109K
37.5K $2.86M
FTV
Fortive Corp

Technology
-2.18K
- 5.18%
$71.16 - $79.68 $155K - $174K
39.9K $2.99M
VIG
Vanguard Dividend Appreciation

ETFs
-1.71K
- 33.58%
N/A
3.38K $615K
OTIS
Otis Worldwide Corp

Industrials
-406
- 1.73%
$92.57 - $106.01 $37.6K - $43K
23K $2.13M
CVS
Cvs Health Corp

Healthcare
-1.25K
- 9.16%
$43.78 - $67.46 $54.5K - $84K
12.3K $554K
ALC
Alcon Inc

Healthcare
-40
- 0.21%
$83.87 - $99.15 $3.35K - $3.97K
19.4K $1.64M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.83K
- 52.03%
$50.35 - $50.69 $294K - $296K
5.38K $271K
BDX
Becton Dickinson & CO

Healthcare
-682
- 7.05%
$220.02 - $243.75 $150K - $166K
8.99K $2.04M
PAYX
Paychex Inc

Industrials
-3.39K
- 10.17%
$135.86 - $148.73 $461K - $504K
29.9K $4.2M
PSX
Phillips 66

Energy
-272
- 2.07%
$110.35 - $138.93 $30K - $37.8K
12.9K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
-6.12K
- 32.29%
$51.92 - $59.94 $318K - $367K
12.8K $725K
PFE
Pfizer Inc

Healthcare
-2.58K
- 4.09%
$24.8 - $30.19 $64K - $77.9K
60.6K $1.61M
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 0.28%
$244.52 - $284.07 $6.11K - $7.1K
8.89K $2.19M
PG
Procter & Gamble CO

Consumer Defensive
-46
- 0.12%
$161.05 - $179.7 $7.41K - $8.27K
36.9K $6.19M
ITW
Illinois Tool Works Inc

Industrials
-491
- 6.58%
$253.56 - $278.5 $124K - $137K
6.97K $1.77M
VTI
Vanguard Total Stock Market Et

ETFs
-898
- 7.76%
$280.04 - $302.45 $251K - $272K
10.7K $3.09M
NVO
Novo Nordisk A S

Healthcare
-865
- 26.34%
$85.0 - $120.04 $73.5K - $104K
2.42K $208K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.5K
- 1.95%
$100.22 - $100.73 $150K - $151K
75.4K $7.57M
WWD
Woodward, Inc.

Industrials
-120
- 0.4%
$159.67 - $187.29 $19.2K - $22.5K
30K $5M
CI
Cigna Corp

Healthcare
-40
- 1.74%
$265.59 - $358.58 $10.6K - $14.3K
2.26K $624K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.53K
- 3.22%
$99.11 - $112.25 $151K - $171K
45.8K $4.79M
VB
Vanguard Small Cap ETF

ETFs
-669
- 36.64%
$233.76 - $261.58 $156K - $175K
1.16K $278K
EMR
Emerson Electric CO

Industrials
-1.75K
- 35.66%
$108.13 - $134.33 $190K - $235K
3.16K $391K
LMT
Lockheed Martin Corp

Industrials
-157
- 22.92%
$479.66 - $614.62 $75.3K - $96.5K
528 $256K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-1.86K
- 11.24%
$39.06 - $42.96 $72.8K - $80.1K
14.7K $574K
XLE
Energy Sector Spdr

ETFs
-1.35K
- 13.91%
$83.32 - $97.27 $113K - $131K
8.36K $716K
KO
Coca Cola CO

Consumer Defensive
-37
- 0.27%
$61.74 - $71.71 $2.28K - $2.65K
13.7K $852K
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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