Yhb Investment Advisors, Inc. Portfolio Holdings
Yhb Investment Advisors, Inc.
- $1.2 Billion
- Q4 2024
Yhb Investment Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.5M, Microsoft Corp with a value of $63.8M, Amazon Com Inc with a value of $48.5M, Costco Wholesale Corp with a value of $39.8M, and Berkshire Hathaway Inc Class B with a value of $34.2M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $1.19B to 1.2B.
Below you can find more details about Yhb Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
Technology: $269 Million
ETFs: $258 Million
Healthcare: $133 Million
Financial Services: $121 Million
Consumer Cyclical: $111 Million
Industrials: $92.2 Million
Communication Services: $86.7 Million
Consumer Defensive: $79.2 Million
Other: $48.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 277
- Current Value $1.2 Billion
- Prior Value $1.19 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 9 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks