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 12 of 15
46138J825
Shares:15.4K
Value:$318.8K
46434V878
Shares:6.2K
Value:$311.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Alcoa Corp(AAcusip013872106) | 12.8K | QoQ 0.00% (-0)YoY NEW(+12.8K) | All Managers (Combined) | $390.7K | YoY NEW(+$390.7K) |
259 | QoQ +5.71% (+14)YoY +5.71% (+14) | All Managers (Combined) | $371.0K | ||
1.7K | All Managers (Combined) | $369.5K | |||
2.6K | QoQ +2.85% (+72) | All Managers (Combined) | $368.5K | ||
575 | QoQ -0.34% (-2)YoY -0.34% (-2) | All Managers (Combined) | $364.7K | ||
3.2K | QoQ 0.00% (-0) | All Managers (Combined) | $346.8K | ||
2.6K | All Managers (Combined) | $337.5K | |||
2.1K | QoQ -2.31% (-50)YoY NEW(+2.1K) | All Managers (Combined) | $334.6K | YoY NEW(+$334.6K) | |
Blackstone Inc.(BXcusip09260D107) | 2.4K | QoQ -2.06% (-50)YoY +2.15% (+50) | All Managers (Combined) | $331.3K | |
(cusip46138J825)✕ | 15.4K | All Managers (Combined) | $318.8K | ||
WELLTOWER INC.(WELLcusip95040Q104) | 2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $318.5K | QoQ NEW(+$318.5K) YoY NEW(+$318.5K) |
707 | All Managers (Combined) | $315.8K | |||
11.1K | All Managers (Combined) | $315.5K | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 2.0K | QoQ -0.34% (-7)YoY -3.86% (-82) | All Managers (Combined) | $313.1K | |
645 | All Managers (Combined) | $312.3K | |||
(cusip46434V878)✕ | 6.2K | YoY NEW(+6.2K) | All Managers (Combined) | $311.9K | YoY NEW(+$311.9K) |
1.2K | QoQ 0.00% (-0)YoY -2.04% (-25) | All Managers (Combined) | $310.3K | ||
FEDEX CORP(FDXcusip31428X106) | 1.3K | QoQ 0.00% (-0) | All Managers (Combined) | $307.9K | |
1.3K | QoQ -6.26% (-84)YoY -3.45% (-45) | All Managers (Combined) | $306.5K | ||
2.5K | QoQ 0.00% (+0)YoY -9.93% (-273) | All Managers (Combined) | $306.1K |