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:
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Page 11 of 15
81369Y605
Shares:9.7K
Value:$480.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.1K | QoQ +0.84% (+68)YoY +0.97% (+78) | All Managers (Combined) | $492.0K | ||
STARBUCKS CORP(SBUXcusip855244109) | 5.0K | All Managers (Combined) | $489.7K | ||
105 | QoQ -1.86% (-2)YoY NEW(+105) | All Managers (Combined) | $483.7K | YoY NEW(+$483.7K) | |
(cusip81369Y605)✕ | 9.7K | All Managers (Combined) | $480.7K | ||
2.5K | QoQ -4.74% (-127)YoY +3.07% (+76) | All Managers (Combined) | $479.2K | ||
1.9K | All Managers (Combined) | $478.1K | |||
EQUINIX INC(EQIXcusip29444U700) | 579 | QoQ +3.57% (-20)YoY -1.19% (-7) | All Managers (Combined) | $472.1K | |
CVS HEALTH Corp(CVScusip126650100) | 7.0K | All Managers (Combined) | $471.6K | ||
2.9K | All Managers (Combined) | $461.8K | |||
NOVARTIS AG(NVScusip66987V109) | 4.1K | YoY -0.72% (-30) | All Managers (Combined) | $456.3K | |
941 | YoY NEW(+941) | All Managers (Combined) | $456.2K | YoY NEW(+$456.2K) | |
ADOBE INC.(ADBEcusip00724F101) | 1.2K | QoQ +1.10% (-13) | All Managers (Combined) | $454.5K | |
5.5K | QoQ +0.54% (+30)YoY -2.37% (-134) | All Managers (Combined) | $449.7K | ||
2.2K | YoY +0.04% (-1) | All Managers (Combined) | $447.9K | ||
COPART INC(CPRTcusip217204106) | 7.9K | All Managers (Combined) | $444.6K | ||
DEERE & CO(DEcusip244199105) | 946 | QoQ 0.00% (+0)YoY +1.61% (+15) | All Managers (Combined) | $444.0K | |
5.2K | All Managers (Combined) | $442.9K | |||
1.5K | All Managers (Combined) | $422.5K | |||
1.7K | All Managers (Combined) | $407.1K | |||
MCKESSON CORP(MCKcusip58155Q103) | 602 | QoQ 0.00% (+0)YoY -5.49% (-35) | All Managers (Combined) | $405.1K |