Yhb Investment Advisors, Inc. Portfolio Holdings
Yhb Investment Advisors, Inc.
- $1.19 Billion
- Q3 2024
Yhb Investment Advisors, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.2M, Microsoft Corp with a value of $64M, Amazon Com Inc with a value of $41M, Costco Wholesale Corp with a value of $39.4M, and Berkshire Hathaway Inc Class B with a value of $34.6M.
Examining the 13F form we can see an increase of $41.6M in the current position value, from $1.14B to 1.19B.
Below you can find more details about Yhb Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.19 Billion
ETFs: $253 Million
Technology: $253 Million
Healthcare: $153 Million
Financial Services: $112 Million
Consumer Cyclical: $103 Million
Industrials: $98.9 Million
Consumer Defensive: $81.8 Million
Communication Services: $76.6 Million
Other: $53.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 280
- Current Value $1.19 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 93 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks