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
EPD
Enterprise Products Partners L.P.

Energy
-150
- 1.82%
$28.66 - $34.43 $4.3K - $5.16K
8.1K $253K
CSCO
Cisco Systems, Inc.

Technology
-2.21K
- 8.73%
$52.45 - $60.02 $116K - $132K
23.1K $1.37M
SAP
Sap Se

Technology
-155
- 3.96%
$218.13 - $255.54 $33.8K - $39.6K
3.76K $925K
MCK
Mckesson Corp

Healthcare
-35
- 5.49%
$482.27 - $628.5 $16.9K - $22K
602 $343K
GILD
Gilead Sciences, Inc.

Healthcare
-26
- 0.43%
$83.95 - $97.9 $2.18K - $2.55K
6K $554K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-218
- 3.13%
$481.22 - $538.17 $105K - $117K
6.74K $3.44M
VV
Vanguard Large Cap ETF

ETFs
-20
- 0.23%
$260.27 - $280.65 $5.21K - $5.61K
8.83K $2.38M
INTU
Intuit Inc

Technology
-141
- 0.69%
$602.01 - $706.25 $84.9K - $99.6K
20.3K $12.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-350
- 2.63%
$77.25 - $91.3 $27K - $32K
13K $1.11M
AXP
American Express CO

Financial Services
-125
- 2.05%
$267.35 - $305.57 $33.4K - $38.2K
5.96K $1.77M
MORN
Morningstar, Inc.

Financial Services
-89
- 0.69%
$312.56 - $358.78 $27.8K - $31.9K
12.9K $4.34M
C
Citigroup Inc

Financial Services
-391
- 1.26%
$61.31 - $72.5 $24K - $28.3K
30.5K $2.15M
AON
Aon PLC

Financial Services
-125
- 0.48%
$344.14 - $393.31 $43K - $49.2K
26K $9.33M
TSLA
Tesla, Inc.

Consumer Cyclical
-122
- 4.67%
$213.65 - $479.86 $26.1K - $58.5K
2.49K $1.01M
WFC
Wells Fargo & Company

Financial Services
-1.67K
- 4.8%
$54.98 - $77.35 $91.5K - $129K
33K $2.32M
COST
Costco Wholesale Corp

Consumer Defensive
-1.05K
- 2.35%
$873.59 - $994.69 $913K - $1.04M
43.4K $39.8M
CMI
Cummins Inc

Industrials
-54
- 0.32%
$324.93 - $383.42 $17.5K - $20.7K
16.8K $5.84M
COF
Capital One Financial Corp

Financial Services
-171
- 1.09%
$145.19 - $192.01 $24.8K - $32.8K
15.6K $2.78M
WMT
Walmart Inc.

Consumer Defensive
-3.6K
- 4.2%
$79.1 - $95.7 $285K - $345K
82.1K $7.42M
NFLX
Netflix Inc

Communication Services
-530
- 9.52%
$687.65 - $936.56 $364K - $496K
5.04K $4.49M
APH
Amphenol Corp

Technology
-754
- 0.53%
$62.07 - $75.35 $46.8K - $56.8K
141K $9.77M
ISRG
Intuitive Surgical Inc

Healthcare
-56
- 0.25%
$471.27 - $550.62 $26.4K - $30.8K
21.9K $11.5M
NVDA
Nvidia Corp

Technology
-4.8K
- 2.09%
$117.0 - $148.88 $561K - $714K
225K $30.2M
V
Visa Inc.

Financial Services
-237
- 0.28%
$273.87 - $320.91 $64.9K - $76.1K
84.6K $26.7M
AAPL
Apple Inc.

Technology
-3.62K
- 1.01%
$221.69 - $259.02 $802K - $937K
353K $88.5M
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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