Yhb-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "MORN", null, "OLLI", "RBC", "HUM", null, null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "T", "BLK", "NRGV", "CAT", "AVGO", "LOW", "WRB", "COF", "CMI", "DUK", "EBAY", "WTRG", "EOG", null, null, "GILD", "HLT", "HON", "HD", "MCD", "INTU", "UNP", "QCOM", "ISRG", "HUBB", "LEN", "ITW", "AMAT", null, "ING", "EMR", "BKNG", "ICE", "META", null, null, "MBCN", "IVW", "IJH", null, "LHX", "LRCX", "LIN", "MMC", null, null, "PWR", "MA", "MSFT", "MDLZ", "MS", "TMUS", "EQIX", "FTV", "GE", "HIG", "NVS", "ORLY", "AER", "BX", "HSY", "AMP", "FAST", "IJR", "IWD", "ORCL", "PAYX", null, null, "EEM", "IWF", "PANW", "PYPL", "PEP", null, "PGR", "IEMG", "IJK", "IVV", null, null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "GEHC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "MKC", "AMGN", "KVUE", "MSTR", "REGN", "IEFA", null, null, null, "SCHX", null, "NOW", "SHW", "SHOP", "SHEL", "RTX", "SPDW", "GLD", "SAP", null, null, null, "SPYG", "AMT", "SPLG", "IBM", "SYK", "SBUX", "CI", "TXN", "TXRH", "TMO", "TJX", "TDG", "TYL", "VNQ", "VO", "AA", "VV", "ALC", "VWO", null, "LBRDA", "VIG", "TSCO", "TSM", "ETR", null, "DD", "VRTX", "TT", "LECO", "VOYA", "ALGN", "AON", "AFL", "AXON", "APH", "EL", "SDY", "FI", "WM", "FTNT", "IWP", "WCN", "GSLC", "DHI", "AMZN", "SCHB", "IVE", "HCA", null, null, "CEF", "VEU", "VUG", null, "VXUS", "VTEB", "VB", "VOO", "VLTO", "VTV", "V", "WMT", "WFC", "WELL", "WWD", "WDAY", "YUMC", "YUM", "IUSG", null, null, "ESI", "PTC", "MTB", "SCHD", "SCHG", null, "SCHF", null, "SCHA", "NSC", "LBRDK", "JCI", "SO", "OTIS", "PSX", "CRM", null, null, null, "LYB", null, "GEV", "MCK", "GWW", "FDX", "KMB", "ADP", "AZO", "BAC", "BRK-B", "BDX", "BAH", "BMY", "CARR", "CSL", "CASY", "CVX", "CHTR", "CMG", "CHD", "CSCO", "C", "CME", "KO", "CMCSA", "CTSH", "CL", "COP", "CPRT", "COST", "CRWD", "CVS", "CSX", "DHR", "DE", "DSGX", "DFS", "RSP", "IJT", "EFA", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "APO", "MLM", "XLK", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 290
- Total Value
- 1197176937
- Accession Number
- 0001667731-25-000497
- Form Type
- 13F-HR
- Manager Name
- Yhb-Investment-Advisors
Data Enrichment
87% identified252 identified38 unidentified
Holdings
290 positions
Manager:
Search and click to pin securities to the top
Page 10 of 15
72201R866
Shares:12.5K
Value:$643.2K
46138E651
Shares:14.7K
Value:$590.7K
464288521
Shares:10.0K
Value:$575.5K
98149E303
Shares:8.7K
Value:$538.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.9K | QoQ 0.00% (-0) | All Managers (Combined) | $692.7K | ||
6.0K | QoQ 0.00% (+0)YoY -7.85% (-512) | All Managers (Combined) | $672.7K | ||
5.8K | QoQ NEW(+5.8K) YoY NEW(+5.8K) | All Managers (Combined) | $669.1K | QoQ NEW(+$669.1K) YoY NEW(+$669.1K) | |
1.8K | QoQ +2.68% (-47)YoY +4.23% (+73) | All Managers (Combined) | $666.0K | ||
7.7K | All Managers (Combined) | $652.3K | |||
(cusip72201R866)✕ | 12.5K | QoQ +5.92% (+698)YoY NEW(+12.5K) | All Managers (Combined) | $643.2K | YoY NEW(+$643.2K) |
8.2K | All Managers (Combined) | $628.2K | |||
3.2K | All Managers (Combined) | $628.1K | |||
HUMANA INC(HUMcusip444859102) | 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $608.8K | QoQ NEW(+$608.8K) YoY NEW(+$608.8K) |
8.6K | QoQ -0.57% (-50)YoY 0.00% (-0) | All Managers (Combined) | $606.6K | ||
BERKLEY W R CORP(WRBcusip084423102) | 8.3K | All Managers (Combined) | $593.2K | ||
(cusip46138E651)✕ | 14.7K | QoQ 0.00% (+0) | All Managers (Combined) | $590.7K | |
(cusip464288521)✕ | 10.0K | All Managers (Combined) | $575.5K | ||
11.0K | All Managers (Combined) | $572.6K | |||
CATERPILLAR INC(CATcusip149123101) | 1.7K | QoQ +1.56% (-26)YoY -0.11% (-2) | All Managers (Combined) | $558.2K | |
Tesla, Inc.(TSLAcusip88160R101) | 2.1K | YoY +0.80% (+17) | All Managers (Combined) | $550.7K | |
4.0K | QoQ +1.29% (+51)YoY -0.74% (-30) | All Managers (Combined) | $540.0K | ||
(cusip98149E303)✕ | 8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $538.4K | YoY NEW(+$538.4K) |
6.6K | QoQ +1.92% (+125)YoY +0.76% (-50) | All Managers (Combined) | $534.7K | ||
7.5K | QoQ NEW(+7.5K) YoY NEW(+7.5K) | All Managers (Combined) | $492.3K | QoQ NEW(+$492.3K) YoY NEW(+$492.3K) |