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Mark W. Everette

@Yhb Investment Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.208BTotal holdings280
Assets growth rate3.91%Assets growth rate (2-Q avg)2.3%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Yhb Investment Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 280 positions.

Assets under management

The assets under management (AUM) of Yhb Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.208B in assets, with a quarterly growth rate of 3.91% and a 2-quarter average growth rate of 2.3%. The portfolio is managed by Mark W. Everette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.18%
6.9%
$83.203M
357,094 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.4%
5.3%
$63.988M
148,706 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.58%
3.4%
$41.026M
220,177 shares@ $186.34 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.98%
3.27%
$39.433M
44,480 shares@ $886.53 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.17%
2.87%
$34.569M
75,108 shares@ $460.26 avg price
IJHIshares Tr
Recent Activity
Increased 1.23%
2.39%
$28.763M
461,544 shares@ $62.33 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.94%
2.37%
$28.609M
46,250 shares@ $618.58 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.86%
2.32%
$27.905M
229,781 shares@ $121.45 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.8%
2.26%
$27.226M
164,158 shares@ $165.86 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.55%
2.04%
$24.61M
147,196 shares@ $167.2 avg price