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 8 of 15
78468R200
Shares:38.4K
Value:$1.2M
78464A474
Shares:36.8K
Value:$1.1M
464288257
Shares:9.2K
Value:$1.1M
46090A887
Shares:19.6K
Value:$980.8K
78464A821
Shares:12.2K
Value:$972.3K
78464A201
Shares:11.4K
Value:$942.7K
46436E718
Shares:8.7K
Value:$875.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.4K | QoQ +0.29% (+13)YoY +3.21% (+136) | All Managers (Combined) | $1.3M | ||
13.3K | All Managers (Combined) | $1.2M | |||
902 | QoQ +0.44% (+4)YoY +0.44% (+4) | All Managers (Combined) | $1.2M | ||
(cusip78468R200)✕ | 38.4K | All Managers (Combined) | $1.2M | ||
4.7K | All Managers (Combined) | $1.2M | |||
Kenvue Inc.(KVUEcusip49177J102) | 47.7K | All Managers (Combined) | $1.1M | ||
13.4K | QoQ -2.89% (-400)YoY -2.89% (-400) | All Managers (Combined) | $1.1M | ||
(cusip78464A474)✕ | 36.8K | YoY NEW(+36.8K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
12.3K | All Managers (Combined) | $1.1M | |||
(cusip464288257)✕ | 9.2K | All Managers (Combined) | $1.1M | ||
COCA COLA CO(KOcusip191216100) | 14.3K | QoQ +4.45% (+610)YoY +2.72% (+380) | All Managers (Combined) | $1.0M | |
(cusip46090A887)✕ | 19.6K | All Managers (Combined) | $980.8K | ||
Workday, Inc.(WDAYcusip98138H101) | 4.2K | QoQ -0.61% (-26)YoY NEW(+4.2K) | All Managers (Combined) | $976.2K | YoY NEW(+$976.2K) |
(cusip78464A821)✕ | 12.2K | All Managers (Combined) | $972.3K | ||
(cusip78464A201)✕ | 11.4K | All Managers (Combined) | $942.7K | ||
21.1K | All Managers (Combined) | $878.6K | |||
(cusip46436E718)✕ | 8.7K | All Managers (Combined) | $875.8K | ||
SOUTHERN CO(SOcusip842587107) | 9.3K | All Managers (Combined) | $852.6K | ||
12.6K | QoQ 0.00% (-0) | All Managers (Combined) | $850.9K | ||
1.9K | QoQ +2.81% (+53) | All Managers (Combined) | $841.6K |