The Analysis of YHB Investment Advisors, Inc.'s Holdings


Currently, YHB Investment Advisors, Inc. holds 296 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+109.9K shares, valued at $18.8M), JPST (+143.1K shares, valued at $7.2M), NFLX (+67.3K shares, valued at $6.3M); decreased their positions in AAPL (-10.0K shares, valued at $2.7M), IJR (-10.8K shares, valued at $1.3M), MOAT (-12.5K shares, valued at $1.3M); initiated new positions in N/A (+109.9K shares, valued at $18.8M), N/A (+3.2K shares, valued at $3.4M), NBSD (+47.9K shares, valued at $2.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC331.4K shares-2.94%2025-12-312026-01-16history
MSFT MICROSOFT CORP148.3K shares-0.68%2025-12-312026-01-16history
AMZN AMAZON COM INC216.6K shares-0.44%2025-12-312026-01-16history
ALPHABET INC ALPHABET INC155.3K shares-1.70%2025-12-312026-01-16history
ALPHABET INC ALPHABET INC136.9K shares-2.78%2025-12-312026-01-16history
NVDA NVIDIA CORPORATION218.7K shares-1.38%2025-12-312026-01-16history
IJH ISHARES TR572.6K shares18.36%2025-12-312026-01-16history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL73.7K shares0.19%2025-12-312026-01-16history
Sponsored
COST COSTCO WHSL CORP NEW42.2K shares0.42%2025-12-312026-01-16history
V VISA INC81.8K shares0.55%2025-12-312026-01-16history
TMO THERMO FISHER SCIENTIFIC INC47.8K shares1.80%2025-12-312026-01-16history
JPST J P MORGAN EXCHANGE TRADED F434.0K shares49.18%2025-12-312026-01-16history
SPY SPDR S&P 500 ETF TR29.7K shares4.57%2025-12-312026-01-16history
DHR DANAHER CORPORATION87.9K shares1.21%2025-12-312026-01-16history
ECL ECOLAB INC76.1K shares-0.14%2025-12-312026-01-16history
APH AMPHENOL CORP NEW140.0K shares0.40%2025-12-312026-01-16history
Sponsored
LAM RESEARCH CORP LAM RESEARCH CORP109.9K sharesnew addition2025-12-312026-01-16history
IJR ISHARES TR146.4K shares-6.88%2025-12-312026-01-16history
SYK STRYKER CORPORATION47.8K shares0.61%2025-12-312026-01-16history
SCHG SCHWAB STRATEGIC TR508.0K shares2.55%2025-12-312026-01-16history
JPM JPMORGAN CHASE & CO.51.2K shares2.55%2025-12-312026-01-16history
IVV ISHARES TR24.0K shares6.15%2025-12-312026-01-16history
URI UNITED RENTALS INC19.8K shares0.60%2025-12-312026-01-16history
IWB ISHARES TR42.2K shares0.88%2025-12-312026-01-16history
Sponsored
AMGN AMGEN INC45.6K shares1.10%2025-12-312026-01-16history
HD HOME DEPOT INC40.0K shares-0.02%2025-12-312026-01-16history
INTU INTUIT20.7K shares-0.73%2025-12-312026-01-16history
TSM TAIWAN SEMICONDUCTOR MFG LTD44.6K shares1.49%2025-12-312026-01-16history
IVW ISHARES TR108.3K shares0.10%2025-12-312026-01-16history
IEFA ISHARES TR144.5K shares13.99%2025-12-312026-01-16history
ORCL ORACLE CORP65.6K shares-1.00%2025-12-312026-01-16history
TJX TJX COS INC NEW82.0K shares1.08%2025-12-312026-01-16history
Sponsored
ISRG INTUITIVE SURGICAL INC22.2K shares0.88%2025-12-312026-01-16history
WMT WALMART INC98.3K shares5.42%2025-12-312026-01-16history
EAGL 2023 ETF SERIES TRUST318.5K shares2.09%2025-12-312026-01-16history
SMLF ISHARES TR135.0K shares32.47%2025-12-312026-01-16history
GS GOLDMAN SACHS GROUP INC10.4K shares0.00%2025-12-312026-01-16history
META META PLATFORMS INC13.7K shares-0.04%2025-12-312026-01-16history
WWD WOODWARD INC29.7K shares-0.92%2025-12-312026-01-16history
SCHD SCHWAB STRATEGIC TR318.8K shares-0.73%2025-12-312026-01-16history
Sponsored
AON PLC AON PLC24.5K shares0.00%2025-12-312026-01-16history
RTX RTX CORPORATION47.1K shares0.79%2025-12-312026-01-16history
LLY ELI LILLY & CO8.0K shares7.74%2025-12-312026-01-16history
PANW PALO ALTO NETWORKS INC46.6K shares3.93%2025-12-312026-01-16history
CMI CUMMINS INC16.4K shares-0.35%2025-12-312026-01-16history
ABBV ABBVIE INC36.6K shares1.92%2025-12-312026-01-16history
UNP UNION PAC CORP35.7K shares1.22%2025-12-312026-01-16history
NEE NEXTERA ENERGY INC102.8K shares1.05%2025-12-312026-01-16history
Sponsored
MCD MCDONALDS CORP26.9K shares-0.76%2025-12-312026-01-16history
SPDW SPDR INDEX SHS FDS178.5K shares27.95%2025-12-312026-01-16history
MINT PIMCO ETF TR77.0K shares-1.85%2025-12-312026-01-16history
IEMG ISHARES INC114.4K shares16.03%2025-12-312026-01-16history
IVE ISHARES TR35.7K shares0.46%2025-12-312026-01-16history
VANGUARD INDEX FDS VANGUARD INDEX FDS11.8K shares-4.25%2025-12-312026-01-16history
NFLX NETFLIX INC74.3K shares956.32%2025-12-312026-01-16history
EQWL INVESCO EXCHANGE TRADED FD T58.3K shares58.27%2025-12-312026-01-16history
Sponsored
GE AEROSPACE GE AEROSPACE21.4K shares1.00%2025-12-312026-01-16history
GLD SPDR GOLD TR16.6K shares-0.02%2025-12-312026-01-16history
IWM ISHARES TR26.7K shares2.08%2025-12-312026-01-16history
CSL CARLISLE COS INC20.5K shares0.90%2025-12-312026-01-16history
EATON CORP PLC EATON CORP PLC20.5K shares6.09%2025-12-312026-01-16history
TMUS T-MOBILE US INC31.8K shares8.33%2025-12-312026-01-16history
PEP PEPSICO INC44.4K shares-7.60%2025-12-312026-01-16history
BROADCOM INC BROADCOM INC17.4K shares-6.24%2025-12-312026-01-16history
Sponsored
UNH UNITEDHEALTH GROUP INC18.2K shares-4.28%2025-12-312026-01-16history
FTNT FORTINET INC74.4K shares1.53%2025-12-312026-01-16history
JMST J P MORGAN EXCHANGE TRADED F116.0K shares9.53%2025-12-312026-01-16history
INVESCO QQQ TR INVESCO QQQ TR9.3K shares24.76%2025-12-312026-01-16history
IQLT ISHARES TR120.6K shares8.17%2025-12-312026-01-16history
SPYG SPDR SERIES TRUST50.3K shares5.87%2025-12-312026-01-16history
CRM SALESFORCE INC20.2K shares-6.87%2025-12-312026-01-16history
SCHX SCHWAB STRATEGIC TR197.5K shares34.74%2025-12-312026-01-16history
Sponsored
YUM YUM BRANDS INC34.5K shares-1.10%2025-12-312026-01-16history
AFL AFLAC INC45.9K shares-1.00%2025-12-312026-01-16history
GWW WW GRAINGER INC5.0K shares4.18%2025-12-312026-01-16history
JNJ JOHNSON & JOHNSON24.4K shares-7.25%2025-12-312026-01-16history
MAR MARRIOTT INTL INC NEW15.7K shares-0.03%2025-12-312026-01-16history
PG PROCTER AND GAMBLE CO33.3K shares-5.06%2025-12-312026-01-16history
SHEL SHELL PLC63.8K shares-2.66%2025-12-312026-01-16history
CVX CHEVRON CORP NEW29.8K shares-2.36%2025-12-312026-01-16history
Sponsored
NOW SERVICENOW INC28.9K shares406.35%2025-12-312026-01-16history
COF CAPITAL ONE FINL CORP16.5K shares-2.60%2025-12-312026-01-16history
SPEM SPDR INDEX SHS FDS85.0K shares16.23%2025-12-312026-01-16history
MS MORGAN STANLEY22.2K shares-1.66%2025-12-312026-01-16history
LINDE PLC LINDE PLC8.9K shares-0.59%2025-12-312026-01-16history
XOM EXXON MOBIL CORP31.0K shares-0.44%2025-12-312026-01-16history
GEV GE VERNOVA INC5.7K shares1.68%2025-12-312026-01-16history
LHX L3HARRIS TECHNOLOGIES INC12.5K shares2.92%2025-12-312026-01-16history
Sponsored
VTI VANGUARD INDEX FDS10.9K shares0.83%2025-12-312026-01-16history
SPYM SPDR SERIES TRUST44.9K shares19.50%2025-12-312026-01-16history
PLD PROLOGIS INC.28.1K shares1.00%2025-12-312026-01-16history
CHD CHURCH & DWIGHT CO INC42.2K shares-1.93%2025-12-312026-01-16history
CITIGROUP INC CITIGROUP INC29.4K shares-0.25%2025-12-312026-01-16history
BLACKROCK INC BLACKROCK INC3.2K sharesnew addition2025-12-312026-01-16history
MOAT VANECK ETF TRUST32.4K shares-27.81%2025-12-312026-01-16history
DIS DISNEY WALT CO28.2K shares-3.88%2025-12-312026-01-16history
Sponsored
WELL WELLTOWER INC17.0K shares9.40%2025-12-312026-01-16history
IGSB ISHARES TR59.5K shares11.72%2025-12-312026-01-16history
HLT HILTON WORLDWIDE HLDGS INC10.5K shares-1.09%2025-12-312026-01-16history
AZO AUTOZONE INC846 shares3.55%2025-12-312026-01-16history
EEMV ISHARES INC44.5K shares7.74%2025-12-312026-01-16history
VV VANGUARD INDEX FDS9.0K shares-0.64%2025-12-312026-01-16history
SCHB SCHWAB STRATEGIC TR105.5K shares0.48%2025-12-312026-01-16history
AER AERCAP HOLDINGS NV18.8K shares-7.92%2025-12-312026-01-16history
Sponsored
ZTS ZOETIS INC21.2K shares-9.98%2025-12-312026-01-16history
ORLY OREILLY AUTOMOTIVE INC28.1K shares571.11%2025-12-312026-01-16history
WM WASTE MGMT INC DEL11.5K shares3.85%2025-12-312026-01-16history
NBSD NEUBERGER BERMAN ETF TRUST47.9K sharesnew addition2025-12-312026-01-16history
SMMU PIMCO ETF TR48.3K shares20.68%2025-12-312026-01-16history
WFC WELLS FARGO CO NEW25.7K shares0.00%2025-12-312026-01-16history
EBAY EBAY INC.27.5K shares-1.08%2025-12-312026-01-16history
CMCSA COMCAST CORP NEW79.7K shares-3.20%2025-12-312026-01-16history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC64.4K shares-2.82%2025-12-312026-01-16history
CARR CARRIER GLOBAL CORPORATION44.9K shares-1.69%2025-12-312026-01-16history
MA MASTERCARD INCORPORATED4.1K shares-0.99%2025-12-312026-01-16history
FAST FASTENAL CO56.7K shares-3.72%2025-12-312026-01-16history
PAYX PAYCHEX INC19.8K shares-24.68%2025-12-312026-01-16history
AXP AMERICAN EXPRESS CO5.9K shares-0.72%2025-12-312026-01-16history
QUAL ISHARES TR10.8K shares-3.95%2025-12-312026-01-16history
GSLC GOLDMAN SACHS ETF TR16.2K shares0.44%2025-12-312026-01-16history
Sponsored
MORN MORNINGSTAR INC9.7K shares-13.66%2025-12-312026-01-16history
LOW LOWES COS INC8.7K shares-0.03%2025-12-312026-01-16history
CME CME GROUP INC7.6K shares-4.05%2025-12-312026-01-16history
CASY CASEYS GEN STORES INC3.7K shares18.60%2025-12-312026-01-16history
PBE INVESCO EXCHANGE TRADED FD T24.4K shares0.39%2025-12-312026-01-16history
MKC MCCORMICK & CO INC28.7K shares-10.90%2025-12-312026-01-16history
MDLZ MONDELEZ INTL INC36.3K shares-10.07%2025-12-312026-01-16history
ELV ELEVANCE HEALTH INC FORMERLY5.3K shares-2.25%2025-12-312026-01-16history
Sponsored
OTIS OTIS WORLDWIDE CORP21.4K shares-0.87%2025-12-312026-01-16history
HELO J P MORGAN EXCHANGE TRADED F28.1K shares38.56%2025-12-312026-01-16history
PSX PHILLIPS 6614.2K shares1.54%2025-12-312026-01-16history
PLTR PALANTIR TECHNOLOGIES INC10.0K shares5.01%2025-12-312026-01-16history
CSCO CISCO SYS INC22.8K shares-0.44%2025-12-312026-01-16history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC12.0K shares-2.73%2025-12-312026-01-16history
FTV FORTIVE CORP31.1K shares-13.46%2025-12-312026-01-16history
XLK SELECT SECTOR SPDR TR11.7K shares128.30%2025-12-312026-01-16history
Sponsored
IUSG ISHARES TR9.8K shares4.43%2025-12-312026-01-16history
COP CONOCOPHILLIPS17.0K shares-2.72%2025-12-312026-01-16history
VLTO VERALTO CORP15.7K shares-4.05%2025-12-312026-01-16history
IBM INTERNATIONAL BUSINESS MACHS5.0K shares0.91%2025-12-312026-01-16history
IGIB ISHARES TR27.4K shares29.72%2025-12-312026-01-16history
ALC ALCON AG18.2K shares-5.77%2025-12-312026-01-16history
GLDM WORLD GOLD TR16.7K shares23.16%2025-12-312026-01-16history
IJK ISHARES TR13.6K shares1.72%2025-12-312026-01-16history
Sponsored
NKE NIKE INC20.7K shares-12.25%2025-12-312026-01-16history
MUNI PIMCO ETF TR25.0K shares42.57%2025-12-312026-01-16history
ACWI ISHARES TR9.1K shares2.46%2025-12-312026-01-16history
ITW ILLINOIS TOOL WKS INC5.2K shares-2.93%2025-12-312026-01-16history
AMAT APPLIED MATLS INC4.8K shares4.37%2025-12-312026-01-16history
VCSH VANGUARD SCOTTSDALE FDS15.3K shares-4.21%2025-12-312026-01-16history
WDAY WORKDAY INC5.7K shares-2.97%2025-12-312026-01-16history
PFE PFIZER INC48.4K shares-3.14%2025-12-312026-01-16history
Sponsored
TDG TRANSDIGM GROUP INC906 shares-4.43%2025-12-312026-01-16history
SPSB SPDR SERIES TRUST36.8K shares4.22%2025-12-312026-01-16history
BAC BANK AMERICA CORP19.8K shares-3.77%2025-12-312026-01-16history
ICSH ISHARES TR21.3K shares-0.87%2025-12-312026-01-16history
FLRN SPDR SERIES TRUST35.0K shares-2.29%2025-12-312026-01-16history
THE CIGNA GROUP THE CIGNA GROUP3.9K shares-3.74%2025-12-312026-01-16history
KO COCA COLA CO15.1K shares0.43%2025-12-312026-01-16history
ADP AUTOMATIC DATA PROCESSING IN4.1K shares-8.12%2025-12-312026-01-16history
Sponsored
JGRO J P MORGAN EXCHANGE TRADED F11.1K shares16.39%2025-12-312026-01-16history
BLACKSTONE INC BLACKSTONE INC6.7K shares10.08%2025-12-312026-01-16history
SLYG SPDR SERIES TRUST10.8K shares2.32%2025-12-312026-01-16history
SHW SHERWIN WILLIAMS CO3.1K shares7.23%2025-12-312026-01-16history
BIL SPDR SERIES TRUST11.0K shares100.00%2025-12-312026-01-16history
SGOV ISHARES TR10.0K shares17.65%2025-12-312026-01-16history
HON HONEYWELL INTL INC5.1K shares-31.27%2025-12-312026-01-16history
IWF ISHARES TR2.1K shares-0.71%2025-12-312026-01-16history
Sponsored
MDYG SPDR SERIES TRUST10.6K shares1.74%2025-12-312026-01-16history
LECO LINCOLN ELEC HLDGS INC4.1K shares0.00%2025-12-312026-01-16history
CAT CATERPILLAR INC1.7K shares-0.53%2025-12-312026-01-16history
XLE SELECT SECTOR SPDR TR21.6K shares92.00%2025-12-312026-01-16history
GSY INVESCO ACTIVELY MANAGED EXC18.7K shares-35.35%2025-12-312026-01-16history
EEM ISHARES TR17.1K shares0.09%2025-12-312026-01-16history
VOYA VOYA FINANCIAL INC12.6K shares0.00%2025-12-312026-01-16history
BDX BECTON DICKINSON & CO4.8K shares-14.78%2025-12-312026-01-16history
Sponsored
CL COLGATE PALMOLIVE CO11.4K shares-4.68%2025-12-312026-01-16history
TSLA TESLA INC2.0K shares5.36%2025-12-312026-01-16history
ASML ASML HOLDING N V836 shares-42.34%2025-12-312026-01-16history
MERCK & CO INC MERCK & CO INC8.3K shares-2.51%2025-12-312026-01-16history
PWR QUANTA SVCS INC2.0K shares-8.98%2025-12-312026-01-16history
VUG VANGUARD INDEX FDS1.8K shares0.40%2025-12-312026-01-16history
LEN LENNAR CORP8.0K shares14.30%2025-12-312026-01-16history
SCHM SCHWAB STRATEGIC TR26.9K shares2.47%2025-12-312026-01-16history
Sponsored
EUSA ISHARES INC7.7K shares0.00%2025-12-312026-01-16history
SAP SAP SE3.2K shares28.57%2025-12-312026-01-16history
GILD GILEAD SCIENCES INC5.9K shares0.00%2025-12-312026-01-16history
MMM 3M CO4.4K shares-10.41%2025-12-312026-01-16history
MELI MERCADOLIBRE INC340 sharesnew addition2025-12-312026-01-16history
CTSH COGNIZANT TECHNOLOGY SOLUTIO8.2K shares-0.28%2025-12-312026-01-16history
VIG VANGUARD SPECIALIZED FUNDS3.0K shares-1.95%2025-12-312026-01-16history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.4K shares-27.21%2025-12-312026-01-16history
Sponsored
EL LAUDER ESTEE COS INC6.3K shares-7.65%2025-12-312026-01-16history
PIO INVESCO EXCH TRADED FD TR II14.7K shares0.00%2025-12-312026-01-16history
SUB ISHARES TR5.9K shares-3.76%2025-12-312026-01-16history
SCHA SCHWAB STRATEGIC TR22.0K shares-6.66%2025-12-312026-01-16history
ABT ABBOTT LABS5.0K shares-3.63%2025-12-312026-01-16history
AA ALCOA CORP11.6K shares-9.58%2025-12-312026-01-16history
PYPL PAYPAL HLDGS INC10.3K shares-15.01%2025-12-312026-01-16history
BMY BRISTOL-MYERS SQUIBB CO11.1K shares-0.38%2025-12-312026-01-16history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F8.1K shares0.01%2025-12-312026-01-16history
HUM HUMANA INC2.3K shares-22.46%2025-12-312026-01-16history
VNQ VANGUARD INDEX FDS6.6K shares0.14%2025-12-312026-01-16history
MU MICRON TECHNOLOGY INC2.0K shares-3.49%2025-12-312026-01-16history
WRB BERKLEY W R CORP8.3K shares0.00%2025-12-312026-01-16history
SPYV SPDR SERIES TRUST9.9K shares12.69%2025-12-312026-01-16history
IWD ISHARES TR2.6K shares-0.95%2025-12-312026-01-16history
GEHC GE HEALTHCARE TECHNOLOGIES I6.6K shares-0.08%2025-12-312026-01-16history
Sponsored
TXN TEXAS INSTRS INC3.1K shares-16.13%2025-12-312026-01-16history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares24.50%2025-12-312026-01-16history
NVS NOVARTIS AG3.9K shares-1.52%2025-12-312026-01-16history
EFA ISHARES TR5.6K shares0.00%2025-12-312026-01-16history
USRT ISHARES TR9.2K shares-7.27%2025-12-312026-01-16history
BKNG BOOKING HOLDINGS INC96 shares-5.88%2025-12-312026-01-16history
CEF SPROTT ASSET MANAGEMENT LP11.1K shares0.00%2025-12-312026-01-16history
XLF SELECT SECTOR SPDR TR8.9K shares-14.59%2025-12-312026-01-16history
Sponsored
XLY SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-01-16history
SDY SPDR SERIES TRUST3.4K shares-10.07%2025-12-312026-01-16history
YUMC YUM CHINA HLDGS INC9.4K shares-5.04%2025-12-312026-01-16history
SCHF SCHWAB STRATEGIC TR18.5K shares3.77%2025-12-312026-01-16history
SHOP SHOPIFY INC2.7K shares0.00%2025-12-312026-01-16history
REGN REGENERON PHARMACEUTICALS568 shares-0.87%2025-12-312026-01-16history
VXUS VANGUARD STAR FDS5.5K shares0.55%2025-12-312026-01-16history
CVS CVS HEALTH CORP5.2K shares-15.24%2025-12-312026-01-16history
Sponsored
JAAA JANUS DETROIT STR TR8.0K shares41.92%2025-12-312026-01-16history
ADBE ADOBE INC1.1K shares0.00%2025-12-312026-01-16history
DE DEERE & CO846 shares0.00%2025-12-312026-01-16history
EQIX EQUINIX INC511 shares4.50%2025-12-312026-01-16history
XLI SELECT SECTOR SPDR TR2.5K sharesnew addition2025-12-312026-01-16history
VRTX VERTEX PHARMACEUTICALS INC841 shares-5.82%2025-12-312026-01-16history
LBRDK LIBERTY BROADBAND CORP7.7K shares0.00%2025-12-312026-01-16history
CHTR CHARTER COMMUNICATIONS INC N1.8K shares-5.47%2025-12-312026-01-16history
Sponsored
LYB LYONDELLBASELL INDUSTRIES N8.5K shares0.00%2025-12-312026-01-16history
ING ING GROEP N.V.12.9K shares0.00%2025-12-312026-01-16history
MLM MARTIN MARIETTA MATLS INC569 shares-2.57%2025-12-312026-01-16history
EMR EMERSON ELEC CO2.7K shares-15.00%2025-12-312026-01-16history
NSC NORFOLK SOUTHN CORP1.2K shares-29.25%2025-12-312026-01-16history
QCOM QUALCOMM INC2.0K shares0.10%2025-12-312026-01-16history
SBUX STARBUCKS CORP4.1K shares-5.74%2025-12-312026-01-16history
VO VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-16history
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BAH BOOZ ALLEN HAMILTON HLDG COR4.1K shares-61.84%2025-12-312026-01-16history
MCK MCKESSON CORP419 shares-16.03%2025-12-312026-01-16history
PGR PROGRESSIVE CORP1.5K shares0.00%2025-12-312026-01-16history
HUBBELL INC HUBBELL INC760 shares0.00%2025-12-312026-01-16history
AMD ADVANCED MICRO DEVICES INC1.6K shares2.15%2025-12-312026-01-16history
IJT ISHARES TR2.3K shares0.00%2025-12-312026-01-16history
HIG HARTFORD INSURANCE GROUP INC2.4K shares-3.15%2025-12-312026-01-16history
PM PHILIP MORRIS INTL INC2.0K shares0.00%2025-12-312026-01-16history
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RBC RBC BEARINGS INC725 shares-3.20%2025-12-312026-01-16history
EOG EOG RES INC3.1K shares29.51%2025-12-312026-01-16history
IDXX IDEXX LABS INC475 shares0.00%2025-12-312026-01-16history
LMT LOCKHEED MARTIN CORP655 shares-2.24%2025-12-312026-01-16history
PTC PTC INC1.8K shares-7.57%2025-12-312026-01-16history
AMP AMERIPRISE FINL INC638 shares-0.47%2025-12-312026-01-16history
HCA HCA HEALTHCARE INC662 shares0.00%2025-12-312026-01-16history
SO SOUTHERN CO3.5K shares-55.67%2025-12-312026-01-16history
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CSX CSX CORP8.5K shares-0.61%2025-12-312026-01-16history
XLU SELECT SECTOR SPDR TR7.1K shares100.31%2025-12-312026-01-16history
VGT VANGUARD WORLD FD400 shares6.10%2025-12-312026-01-16history
VWO VANGUARD INTL EQUITY INDEX F5.6K shares-16.61%2025-12-312026-01-16history
XLP SELECT SECTOR SPDR TR3.8K shares-34.12%2025-12-312026-01-16history
TT TRANE TECHNOLOGIES PLC760 shares-0.52%2025-12-312026-01-16history
XLV SELECT SECTOR SPDR TR1.9K sharesnew addition2025-12-312026-01-16history
JCI JOHNSON CTLS INTL PLC2.4K shares0.00%2025-12-312026-01-16history
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FSS FEDERAL SIGNAL CORP2.7K shares0.00%2025-12-312026-01-16history
DHI D R HORTON INC2.0K shares-24.38%2025-12-312026-01-16history
RAL RALLIANT CORP5.6K sharesnew addition2025-12-312026-01-16history
VANECK ETF TRUST VANECK ETF TRUST10.7K sharesnew addition2025-12-312026-01-16history
IWP ISHARES TR2.1K shares0.00%2025-12-312026-01-16history
RSPN INVESCO EXCHANGE TRADED FD T5.0K shares30.53%2025-12-312026-01-16history
ETR ENTERGY CORP NEW3.0K shares0.00%2025-12-312026-01-16history
FBTC FIDELITY WISE ORIGIN BITCOIN3.6K shares4.32%2025-12-312026-01-16history
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EPD ENTERPRISE PRODS PARTNERS L8.4K shares0.01%2025-12-312026-01-16history
XLC SELECT SECTOR SPDR TR2.3K shares0.00%2025-12-312026-01-16history
LBRDA LIBERTY BROADBAND CORP5.2K shares0.00%2025-12-312026-01-16history
IYF ISHARES TR1.9K shares-2.56%2025-12-312026-01-16history
WCN WASTE CONNECTIONS INC1.4K shares0.00%2025-12-312026-01-16history
MTB M & T BK CORP1.2K shares0.00%2025-12-312026-01-16history
VB VANGUARD INDEX FDS937 shares0.00%2025-12-312026-01-16history
HSY HERSHEY CO1.3K shares0.00%2025-12-312026-01-16history
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KMB KIMBERLY-CLARK CORP2.4K shares-3.49%2025-12-312026-01-16history
TD TORONTO DOMINION BK ONT2.5K sharesnew addition2025-12-312026-01-16history
MMC MARSH & MCLENNAN COS INC1.3K shares0.00%2025-12-312026-01-16history
SPSM SPDR SERIES TRUST4.9K sharesnew addition2025-12-312026-01-16history
MBCN MIDDLEFIELD BANC CORP6.7K shares0.00%2025-12-312026-01-16history
QUS SPDR SERIES TRUST1.3K shares0.00%2025-12-312026-01-16history
TSCO TRACTOR SUPPLY CO4.5K shares0.00%2025-12-312026-01-16history
VTV VANGUARD INDEX FDS1.2K shares-11.30%2025-12-312026-01-16history
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AXON AXON ENTERPRISE INC392 shares0.26%2025-12-312026-01-16history
KVUE KENVUE INC12.7K shares-62.40%2025-12-312026-01-16history
SCHE SCHWAB STRATEGIC TR6.7K shares4.59%2025-12-312026-01-16history
MDY SPDR S&P MIDCAP 400 ETF TR355 shares-3.53%2025-12-312026-01-16history
HACK AMPLIFY ETF TR2.6K sharesnew addition2025-12-312026-01-16history
CTVA CORTEVA INC3.1K shares0.00%2025-12-312026-01-16history
TROW PRICE T ROWE GROUP INC2.0K shares-4.71%2025-12-312026-01-16history
DDD 3-D SYS CORP DEL10.0K sharesnew addition2025-12-312026-01-16history
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