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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.47 Million 0.46% of portfolio
107,763
Q3 2024 Reduced 4.72%
$63.8B
$5.49 Million 0.46% of portfolio
49,095
Q3 2024 Added 0.02%
$35.1B
$5.28 Million 0.45% of portfolio
37,776
Q3 2024 Reduced 1.15%
$0
$5.37 Million 0.45% of portfolio
24,306
Q3 2024 Reduced 0.16%
$10.7B
$5.17 Million 0.44% of portfolio
30,169
Q3 2024 Added 1.78%
$318B
$5.26 Million 0.44% of portfolio
19,233
Q3 2024 Added 4.4%
$0
$5.13 Million 0.43% of portfolio
136,475
Q3 2024 Reduced 0.94%
$191B
$5.04 Million 0.43% of portfolio
10,184
Q3 2024 Reduced 7.88%
$136B
$4.92 Million 0.42% of portfolio
14,859
Q3 2024 Added 18.8%
$24.6B
$4.95 Million 0.42% of portfolio
47,312
Q3 2024 Reduced 0.07%
$0
$4.97 Million 0.42% of portfolio
57,924
Q3 2024 Reduced 29.23%
$371B
$4.91 Million 0.41% of portfolio
30,306
Q3 2024 Reduced 6.73%
$74.6B
$4.86 Million 0.41% of portfolio
62,648
Q3 2024 Reduced 1.0%
$760B
$4.78 Million 0.4% of portfolio
5,392
Q3 2024 Added 16.06%
$300B
$4.62 Million 0.39% of portfolio
31,345
Q3 2024 Reduced 2.15%
$263B
$4.62 Million 0.39% of portfolio
22,411
Q3 2024 Added 6.58%
$207B
$4.34 Million 0.37% of portfolio
4,858
Q3 2024 Added 7.19%
$188B
$4.25 Million 0.36% of portfolio
22,533
Q3 2024 Added 0.11%
$231B
$4.25 Million 0.36% of portfolio
64,385
Q3 2024 Added 2.13%
$0
$4.21 Million 0.35% of portfolio
78,428
Q3 2024 Added 0.26%
$13.4B
$4.14 Million 0.35% of portfolio
12,965
Q3 2024 Reduced 4.66%
$53.2B
$4.01 Million 0.34% of portfolio
3,856
Q3 2024 Added 5.01%
$87.9B
$3.98 Million 0.34% of portfolio
16,011
Q1 2024 Added 7.51%
$85.7B
$3.88 Million 0.33% of portfolio
15,945
Q3 2024 Reduced 0.09%
$373B
$3.95 Million 0.33% of portfolio
5,568
Q3 2024 Reduced 3.98%
$55.6B
$3.74 Million 0.32% of portfolio
46,443
Q3 2024 Reduced 0.31%
$444B
$3.83 Million 0.32% of portfolio
32,634
Q3 2024 Reduced 0.36%
$89.7B
$3.63 Million 0.31% of portfolio
41,129
Q3 2024 Reduced 7.45%
$77.1B
$3.41 Million 0.29% of portfolio
46,290
Q3 2024 Added 0.27%
$17.5B
$3.48 Million 0.29% of portfolio
21,404
Q3 2024 Added 2.02%
$95.6B
$3.46 Million 0.29% of portfolio
27,369
Q3 2024 Reduced 1.86%
$0
$3.4 Million 0.29% of portfolio
6,956
Q3 2024 Added 0.88%
$0
$3.28 Million 0.28% of portfolio
79,133
Q3 2024 Added 6.24%
$0
$3.28 Million 0.28% of portfolio
11,573
Q3 2024 Reduced 7.04%
$26.6B
$3.32 Million 0.28% of portfolio
42,106
Q3 2024 Reduced 4.98%
$160B
$3.2 Million 0.27% of portfolio
76,608
Q3 2024 Reduced 0.57%
$17.9B
$3.2 Million 0.27% of portfolio
38,830
Q3 2024 Reduced 7.07%
$0
$3.21 Million 0.27% of portfolio
63,042
Q3 2024 Added 31.79%
$0
$3.04 Million 0.26% of portfolio
36,656
Q3 2024 Added 3.4%
$198B
$2.91 Million 0.25% of portfolio
30,256
Q3 2024 Reduced 4.85%
$147B
$2.93 Million 0.25% of portfolio
14,185
Q3 2024 Reduced 10.57%
$0
$2.95 Million 0.25% of portfolio
71,469
Q3 2024 Reduced 0.1%
$91.7B
$2.95 Million 0.25% of portfolio
5,670
Q3 2024 Reduced 6.82%
$220B
$3 Million 0.25% of portfolio
8,500
Q3 2024 Added 9.89%
$39.9B
$2.76 Million 0.23% of portfolio
11,592
Q3 2024 Added 6.53%
$65.1B
$2.62 Million 0.22% of portfolio
11,353
Q1 2024 Reduced 0.58%
$37.8B
$2.43 Million 0.21% of portfolio
23,417
Q3 2024 Reduced 0.18%
$0
$2.32 Million 0.2% of portfolio
37,078
Q3 2024 Added 11.95%
$66.6B
$2.33 Million 0.2% of portfolio
9,675
Q3 2024 Reduced 0.56%

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
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