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 14 of 15
46138J791
Shares:11.9K
Value:$232.5K
81369Y852
Shares:2.3K
Value:$220.5K
464287788
Shares:1.9K
Value:$220.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.2K | All Managers (Combined) | $244.5K | |||
2.1K | All Managers (Combined) | $242.5K | |||
1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $239.2K | QoQ NEW(+$239.2K) YoY NEW(+$239.2K) | |
5.2K | All Managers (Combined) | $237.0K | |||
8.3K | QoQ NEW(+8.3K) YoY NEW(+8.3K) | All Managers (Combined) | $235.8K | QoQ NEW(+$235.8K) YoY NEW(+$235.8K) | |
1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $232.7K | QoQ NEW(+$232.7K) YoY NEW(+$232.7K) | |
(cusip46138J791)✕ | 11.9K | QoQ +0.04% (+5) | All Managers (Combined) | $232.5K | |
FISERV INC(FIcusip337738108) | 1.0K | QoQ -8.74% (-100)YoY NEW(+1.0K) | All Managers (Combined) | $230.3K | YoY NEW(+$230.3K) |
M&T BANK CORP(MTBcusip55261F104) | 1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $229.0K | QoQ NEW(+$229.0K) YoY NEW(+$229.0K) |
662 | QoQ NEW(+662) YoY NEW(+662) | All Managers (Combined) | $228.8K | QoQ NEW(+$228.8K) YoY NEW(+$228.8K) | |
2.3K | QoQ 0.00% (-0)YoY NEW(+2.3K) | All Managers (Combined) | $227.6K | YoY NEW(+$227.6K) | |
HERSHEY CO(HSYcusip427866108) | 1.3K | QoQ 0.00% (+0)YoY +0.76% (-10) | All Managers (Combined) | $225.8K | |
2.8K | QoQ 0.00% (+0) | All Managers (Combined) | $223.8K | ||
9.9K | QoQ 0.00% (-0) | All Managers (Combined) | $223.6K | ||
1.3K | QoQ 0.00% (-0)YoY NEW(+1.3K) | All Managers (Combined) | $221.2K | YoY NEW(+$221.2K) | |
(cusip81369Y852)✕ | 2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $220.5K | YoY NEW(+$220.5K) |
625 | QoQ NEW(+625) YoY NEW(+625) | All Managers (Combined) | $220.4K | QoQ NEW(+$220.4K) YoY NEW(+$220.4K) | |
(cusip464287788)✕ | 1.9K | QoQ 0.00% (+0)YoY NEW(+1.9K) | All Managers (Combined) | $220.1K | YoY NEW(+$220.1K) |
986 | All Managers (Combined) | $218.6K | |||
3.5K | QoQ +0.71% (+25) | All Managers (Combined) | $217.4K |