Yhb Investment Advisors, Inc. Portfolio Holdings by Sector
Yhb Investment Advisors, Inc.
- $1.2 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IJH IJR SPY SCHG IWB IVV IVW SCHD 81 stocks |
$254,257
21.23% of portfolio
|
  46  
|
  28  
|
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL PANW FTNT ADBE PLTR 6 stocks |
$89,668
7.49% of portfolio
|
  4  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$88,517
7.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$68,200
5.69% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$50,238
4.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT OLLI 3 stocks |
$47,420
3.96% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM AVGO TXN QCOM 5 stocks |
$43,267
3.61% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$42,794
3.57% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V COF MA AXP PYPL DFS 6 stocks |
$34,884
2.91% of portfolio
|
  2  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$34,450
2.88% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN ABBV LLY JNJ PFE MRK BMY GILD 9 stocks |
$31,494
2.63% of portfolio
|
  3  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU CRM NOW WDAY SAP FICO SHOP DSGX 8 stocks |
$27,799
2.32% of portfolio
|
  3  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL LYB SHW DD ESI 5 stocks |
$19,543
1.63% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
CMI ETN GE OTIS ITW EMR 6 stocks |
$19,312
1.61% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH ELV CI CVS 4 stocks |
$18,872
1.58% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ALGN ABT EW 4 stocks |
$18,711
1.56% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD YUM CMG YUMC SBUX 5 stocks |
$17,586
1.47% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$17,112
1.43% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC C BAC ING 5 stocks |
$17,042
1.42% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$15,301
1.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ALC 3 stocks |
$15,135
1.26% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX WWD LHX TDG LMT AXON 6 stocks |
$14,658
1.22% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$13,300
1.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CHD CL KMB 4 stocks |
$12,547
1.05% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX SHEL XOM 3 stocks |
$12,171
1.02% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS CMCSA CHTR LBRDK LBRDA VZ 6 stocks |
$10,579
0.88% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CSL CARR TT JCI 4 stocks |
$10,490
0.88% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$9,770
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$9,701
0.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AON MMC 2 stocks |
$9,609
0.8% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$8,885
0.74% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS MS 2 stocks |
$8,822
0.74% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE SO ETR 3 stocks |
$8,070
0.67% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$7,900
0.66% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$7,213
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$6,481
0.54% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MORN CME 2 stocks |
$6,478
0.54% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$5,475
0.46% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM CTSH FISV 4 stocks |
$5,082
0.42% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$4,961
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$4,486
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO CASY ORLY TSCO 4 stocks |
$3,702
0.31% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON MMM 2 stocks |
$3,187
0.27% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,093
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$2,994
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,936
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$2,861
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,796
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$2,774
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
BAH 1 stocks |
$2,748
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
APO BX CEF AMP CG 5 stocks |
$2,549
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM WCN 2 stocks |
$2,342
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP EOG 2 stocks |
$1,991
0.17% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$1,468
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,365
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,005
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,004
0.08% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
REGN VRTX NVO 3 stocks |
$957
0.08% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
LECO ROLL 2 stocks |
$950
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WRB PGR 2 stocks |
$914
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$873
0.07% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Conglomerates | Financial Services
VOYA 1 stocks |
$864
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$788
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$710
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$685
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$531
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aluminum | Basic Materials
AA 1 stocks |
$483
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$450
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
CPT 1 stocks |
$431
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$355
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$343
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$324
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$297
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$259
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$253
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
WTRG 1 stocks |
$226
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|