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
NVS
Novartis Ag

Healthcare
-600
- 14.55%
$96.78 - $117.18 $58.1K - $70.3K
3.52K $342K
AMT
American Tower Corp

Real Estate
-72
- 3.67%
$179.4 - $232.01 $12.9K - $16.7K
1.89K $346K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-899
- 3.52%
$77.86 - $79.27 $70K - $71.3K
24.6K $1.92M
ADBE
Adobe Inc.

Technology
-28
- 2.33%
$437.39 - $552.96 $12.2K - $15.5K
1.17K $521K
EBAY
Ebay Inc

Consumer Cyclical
-118
- 0.41%
$57.51 - $67.17 $6.79K - $7.93K
28.5K $1.77M
QCOM
Qualcomm Inc

Technology
-320
- 13.53%
$150.4 - $178.04 $48.1K - $57K
2.05K $314K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-50
- 0.2%
$65.93 - $72.24 $3.3K - $3.61K
24.5K $1.63M
SBUX
Starbucks Corp

Consumer Cyclical
-444
- 8.21%
$87.44 - $102.5 $38.8K - $45.5K
4.96K $452K
WTRG
Essential Utilities, Inc.

Utilities
-1.54K
- 19.76%
$36.18 - $40.55 $55.5K - $62.2K
6.24K $226K
EEM
Ishares Msci Emerging Markets

ETFs
-15
- 0.09%
$41.82 - $47.36 $627 - $710
17K $710K
ACWI
Ishares Msci Acwi ETF

ETFs
-300
- 2.27%
$117.05 - $123.03 $35.1K - $36.9K
12.9K $1.52M
IWM
Ishares Russell 2000 ETF

ETFs
-259
- 1.07%
$216.13 - $242.4 $56K - $62.8K
24K $5.31M
MMM
3 M CO

Industrials
-106
- 2.1%
$124.74 - $137.12 $13.2K - $14.5K
4.94K $637K
CPT
Camden Property Trust

Real Estate
-190
- 4.86%
$112.52 - $127.03 $21.4K - $24.1K
3.72K $431K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-75
- 1.35%
$75.1 - $82.99 $5.63K - $6.22K
5.47K $413K
CHTR
Charter Communications, Inc.

Communication Services
-303
- 10.16%
$315.38 - $408.02 $95.6K - $124K
2.68K $918K
IWP
Ishares Russell Mid Cap Growth

ETFs
-585
- 20.53%
$116.4 - $138.52 $68.1K - $81K
2.26K $286K
VUG
Vanguard Growth ETF

ETFs
-242
- 12.15%
$378.79 - $428.11 $91.7K - $104K
1.75K $717K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-62
- 1.55%
$131.66 - $144.0 $8.16K - $8.93K
3.93K $519K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-175
- 6.61%
$107.06 - $123.74 $18.7K - $21.7K
2.47K $270K
ABT
Abbott Laboratories

Healthcare
-300
- 5.06%
$111.93 - $119.39 $33.6K - $35.8K
5.63K $636K
CME
Cme Group Inc.

Financial Services
-644
- 6.53%
$221.17 - $246.02 $142K - $158K
9.23K $2.14M
XLV
Select Sector Spdr Fund Health

ETFs
-55
- 3.43%
$136.28 - $154.74 $7.5K - $8.51K
1.55K $212K
VZ
Verizon Communications Inc

Communication Services
-150
- 2.76%
$39.6 - $45.21 $5.94K - $6.78K
5.28K $210K
TT
Trane Technologies PLC

Industrials
-30
- 3.8%
$369.35 - $419.14 $11.1K - $12.6K
760 $280K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.23K
- 9.35%
$19.38 - $19.58 $23.8K - $24.1K
11.9K $231K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-49
- 3.53%
$209.89 - $233.24 $10.3K - $11.4K
1.34K $284K
CSX
Csx Corp

Industrials
-150
- 1.7%
$31.58 - $36.88 $4.74K - $5.53K
8.67K $279K
CTSH
Cognizant Technology Solutions Corp

Technology
-275
- 3.17%
$74.37 - $82.32 $20.5K - $22.6K
8.41K $646K
XLU
Utilities Sector Spdr

ETFs
-19
- 0.47%
$74.89 - $82.93 $1.42K - $1.58K
4.03K $305K
FICO
Fair Isaac Corp

Technology
-13
- 6.81%
$1911.01 - $2382.4 $24.8K - $31K
178 $354K
AER
Aer Cap Holdings N.V.

Industrials
-394
- 1.89%
$91.85 - $100.3 $36.2K - $39.5K
20.5K $1.96M
PGR
Progressive Corp

Financial Services
-10
- 0.95%
$239.6 - $268.88 $2.4K - $2.69K
1.05K $251K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-25
- 1.05%
$134.53 - $150.65 $3.36K - $3.77K
2.35K $317K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-737
- 2.66%
$66.77 - $71.52 $49.2K - $52.7K
27K $1.86M
EW
Edwards Lifesciences Corp

Healthcare
-470
- 14.38%
$64.54 - $75.92 $30.3K - $35.7K
2.8K $207K
VO
Vanguard Mid Cap ETF

ETFs
-25
- 2.04%
$261.5 - $284.63 $6.54K - $7.12K
1.2K $316K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-360
- 2.06%
$20.6 - $20.71 $7.42K - $7.46K
17.2K $354K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-945
- 7.75%
$43.37 - $51.46 $41K - $48.6K
11.2K $541K
Kenvue Inc
-36.2K
- 41.91%
N/A
50.2K $0
Ge Vernova Inc
-1.6K
- 18.09%
N/A
7.25K $0
Middlefield Banc Corp
-150
- 1.92%
N/A
7.67K $0
XLK
Technology Sector Spdr

ETFs
-83
- 2.97%
$220.26 - $241.44 $18.3K - $20K
2.71K $630K
FDX
Fedex Corp

Industrials
-35
- 2.7%
$260.5 - $305.15 $9.12K - $10.7K
1.26K $355K
Veralto Corp
-1.16K
- 5.99%
N/A
18.3K $0
Linde PLC
-340
- 3.36%
N/A
9.77K $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-980
- 2.39%
$311.11 - $335.64 $305K - $329K
40K $12.9M
DE
Deere & CO

Industrials
-3
- 0.32%
$389.45 - $466.0 $1.17K - $1.4K
946 $400K
FAST
Fastenal CO

Industrials
-71
- 0.25%
$69.99 - $84.35 $4.97K - $5.99K
28.1K $2.02M
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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