YHB Investment Advisors

YHB Investment Advisors as of March 31, 2025

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 290 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $78M 349k 222.13
Microsoft Corporation (MSFT) 4.8 $57M 152k 375.39
Amazon (AMZN) 3.4 $41M 217k 190.26
Costco Wholesale Corporation (COST) 3.4 $41M 43k 945.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $41M 76k 532.58
Visa Com Cl A (V) 2.4 $29M 83k 350.46
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $27M 469k 58.35
Alphabet Cap Stk Cl A (GOOGL) 2.1 $25M 161k 154.64
NVIDIA Corporation (NVDA) 2.1 $25M 229k 108.38
Thermo Fisher Scientific (TMO) 1.9 $23M 47k 497.60
Alphabet Cap Stk Cl C (GOOG) 1.9 $23M 145k 156.23
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $22M 207k 104.57
Ecolab (ECL) 1.6 $19M 76k 253.52
Stryker Corporation (SYK) 1.5 $18M 48k 372.25
Danaher Corporation (DHR) 1.4 $17M 82k 205.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $16M 29k 559.39
UnitedHealth (UNH) 1.3 $16M 30k 523.75
Home Depot (HD) 1.2 $14M 38k 366.49
Amgen (AMGN) 1.1 $14M 44k 311.55
Intuit (INTU) 1.1 $13M 21k 613.98
Ishares Tr Rus 1000 Etf (IWB) 1.0 $13M 41k 306.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $12M 496k 25.04
United Rentals (URI) 1.0 $12M 20k 626.70
Pepsi (PEP) 1.0 $12M 82k 149.94
JPMorgan Chase & Co. (JPM) 1.0 $12M 48k 245.30
Ishares Tr Core S&p500 Etf (IVV) 1.0 $12M 21k 561.90
Intuitive Surgical Com New (ISRG) 0.9 $11M 22k 495.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $10M 108k 92.83
Aon Shs Cl A (AON) 0.8 $9.9M 25k 399.09
TJX Companies (TJX) 0.8 $9.8M 81k 121.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $9.7M 348k 27.96
Oracle Corporation (ORCL) 0.8 $9.6M 68k 139.81
Amphenol Corp Cl A (APH) 0.8 $9.0M 138k 65.59
McDonald's Corporation (MCD) 0.7 $8.8M 28k 312.37
2023 Etf Series Trust Eagle Capital Se (EAGL) 0.7 $8.7M 312k 28.01
Union Pacific Corporation (UNP) 0.7 $8.6M 36k 236.24
Lam Research Corp Com New (LRCX) 0.7 $8.3M 114k 72.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $8.2M 16k 513.92
Meta Platforms Cl A (META) 0.7 $7.9M 14k 576.36
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $7.8M 78k 100.62
Wal-Mart Stores (WMT) 0.6 $7.6M 87k 87.79
Abbvie (ABBV) 0.6 $7.6M 36k 209.52
Nextera Energy (NEE) 0.6 $7.3M 103k 70.89
Palo Alto Networks (PANW) 0.6 $7.1M 42k 170.64
Ishares Tr Core Msci Eafe (IEFA) 0.6 $7.1M 94k 75.65
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $7.1M 43k 166.00
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $7.0M 138k 50.63
Metropcs Communications (TMUS) 0.6 $6.9M 26k 266.71
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $6.7M 35k 190.58
Fortinet (FTNT) 0.5 $6.6M 68k 96.26
Carlisle Companies (CSL) 0.5 $6.5M 19k 340.50
Procter & Gamble Company (PG) 0.5 $6.3M 37k 170.42
Raytheon Technologies Corp (RTX) 0.5 $6.2M 47k 132.46
salesforce (CRM) 0.5 $5.7M 21k 268.36
Goldman Sachs (GS) 0.5 $5.7M 10k 546.29
Eli Lilly & Co. (LLY) 0.5 $5.7M 6.9k 825.91
Yum! Brands (YUM) 0.5 $5.6M 36k 157.36
Woodward Governor Company (WWD) 0.5 $5.5M 30k 182.49
Chevron Corporation (CVX) 0.5 $5.5M 33k 167.29
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $5.3M 105k 50.85
Cummins (CMI) 0.4 $5.3M 17k 313.45
AFLAC Incorporated (AFL) 0.4 $5.3M 47k 111.19
Shell Spon Ads (SHEL) 0.4 $5.0M 69k 73.28
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $5.0M 137k 36.41
Eaton Corp SHS (ETN) 0.4 $4.9M 18k 271.83
Church & Dwight (CHD) 0.4 $4.8M 44k 110.09
Ishares Tr Russell 2000 Etf (IWM) 0.4 $4.8M 24k 199.49
Netflix (NFLX) 0.4 $4.7M 5.1k 932.53
Johnson & Johnson (JNJ) 0.4 $4.7M 29k 165.84
Spdr Gold Tr Gold Shs (GLD) 0.4 $4.7M 16k 288.14
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $4.7M 53k 88.00
Linde SHS (LIN) 0.4 $4.5M 9.7k 465.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $4.5M 86k 52.37
W.W. Grainger (GWW) 0.4 $4.5M 4.5k 987.83
Zoetis Cl A (ZTS) 0.4 $4.4M 27k 164.65
Paychex (PAYX) 0.4 $4.3M 28k 154.28
Servicenow (NOW) 0.4 $4.3M 5.4k 796.14
Ishares Core Msci Emkt (IEMG) 0.4 $4.3M 79k 53.97
Ge Aerospace Com New (GE) 0.4 $4.2M 21k 200.15
Morningstar (MORN) 0.3 $3.9M 13k 299.87
Marriott Intl Cl A (MAR) 0.3 $3.8M 16k 238.20
Exxon Mobil Corporation (XOM) 0.3 $3.8M 32k 118.93
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $3.7M 46k 80.37
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $3.5M 89k 39.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.4M 7.2k 468.92
Prologis (PLD) 0.3 $3.1M 28k 111.79
Chipotle Mexican Grill (CMG) 0.3 $3.1M 62k 50.21
Comcast Corp Cl A (CMCSA) 0.3 $3.1M 83k 36.90
Broadcom (AVGO) 0.3 $3.1M 18k 166.52
Mccormick & Co Com Non Vtg (MKC) 0.3 $3.0M 36k 82.31
AutoZone (AZO) 0.2 $3.0M 784.00 3812.78
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.0M 9.5k 312.04
Walt Disney Company (DIS) 0.2 $3.0M 30k 98.70
Carrier Global Corporation (CARR) 0.2 $2.9M 46k 63.40
Blackrock (BLK) 0.2 $2.9M 3.1k 946.48
Fortive (FTV) 0.2 $2.9M 39k 73.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.8M 72k 39.37
Mondelez Intl Cl A (MDLZ) 0.2 $2.8M 42k 67.85
Capital One Financial (COF) 0.2 $2.8M 16k 179.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.7M 122k 22.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.7M 9.7k 274.85
Morgan Stanley Com New (MS) 0.2 $2.7M 23k 116.67
L3harris Technologies (LHX) 0.2 $2.6M 13k 209.31
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.5M 44k 58.34
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $2.5M 38k 65.76
Waste Management (WM) 0.2 $2.5M 11k 231.51
Anthem (ELV) 0.2 $2.4M 5.5k 434.96
Hilton Worldwide Holdings (HLT) 0.2 $2.4M 11k 227.55
Otis Worldwide Corp (OTIS) 0.2 $2.4M 23k 103.20
Wells Fargo & Company (WFC) 0.2 $2.3M 32k 71.79
Cme (CME) 0.2 $2.3M 8.6k 265.29
Mastercard Incorporated Cl A (MA) 0.2 $2.3M 4.2k 548.12
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.3M 8.8k 257.03
Aercap Holdings Nv SHS (AER) 0.2 $2.2M 22k 102.17
Honeywell International (HON) 0.2 $2.2M 10k 211.74
Fastenal Company (FAST) 0.2 $2.2M 28k 77.55
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $2.2M 21k 104.58
Ge Vernova (GEV) 0.2 $2.1M 6.9k 305.28
Citigroup Com New (C) 0.2 $2.1M 30k 70.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.1M 97k 21.53
Becton, Dickinson and (BDX) 0.2 $2.1M 9.0k 229.06
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $2.0M 19k 110.08
Lowe's Companies (LOW) 0.2 $2.0M 8.7k 233.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.0M 11k 173.23
eBay (EBAY) 0.2 $1.9M 28k 67.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.9M 24k 78.94
Alcon Ord Shs (ALC) 0.2 $1.9M 20k 94.50
ConocoPhillips (COP) 0.1 $1.8M 17k 105.02
Nike CL B (NKE) 0.1 $1.8M 28k 63.48
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $1.7M 35k 50.02
Veralto Corp Com Shs (VLTO) 0.1 $1.7M 18k 97.45
Illinois Tool Works (ITW) 0.1 $1.6M 6.6k 247.99
Phillips 66 (PSX) 0.1 $1.6M 13k 123.48
American Express Company (AXP) 0.1 $1.6M 6.0k 269.05
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.1 $1.6M 25k 63.44
Pfizer (PFE) 0.1 $1.5M 61k 25.34
Apollo Global Mgmt (APO) 0.1 $1.5M 11k 136.94
Cisco Systems (CSCO) 0.1 $1.4M 23k 61.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.4M 11k 127.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.3M 7.8k 170.89
Automatic Data Processing (ADP) 0.1 $1.3M 4.4k 305.53
Colgate-Palmolive Company (CL) 0.1 $1.2M 13k 93.70
TransDigm Group Incorporated (TDG) 0.1 $1.2M 902.00 1383.29
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.2M 38k 30.82
International Business Machines (IBM) 0.1 $1.2M 4.7k 248.65
Kenvue (KVUE) 0.1 $1.1M 48k 23.98
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.1M 13k 83.28
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.1M 37k 30.10
Merck & Co (MRK) 0.1 $1.1M 12k 89.76
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.1M 9.2k 116.39
Coca-Cola Company (KO) 0.1 $1.0M 14k 71.62
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $981k 20k 50.12
Workday Cl A (WDAY) 0.1 $976k 4.2k 233.53
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $972k 12k 79.46
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $943k 11k 83.00
Bank of America Corporation (BAC) 0.1 $879k 21k 41.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $876k 8.7k 100.67
Southern Company (SO) 0.1 $853k 9.3k 91.95
Voya Financial (VOYA) 0.1 $851k 13k 67.76
Casey's General Stores (CASY) 0.1 $842k 1.9k 434.04
Paypal Holdings (PYPL) 0.1 $837k 13k 65.25
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $829k 16k 52.52
Bristol Myers Squibb (BMY) 0.1 $783k 13k 60.99
Lincoln Electric Holdings (LECO) 0.1 $769k 4.1k 189.14
Select Sector Spdr Tr Energy (XLE) 0.1 $768k 8.2k 93.45
Sherwin-Williams Company (SHW) 0.1 $764k 2.2k 349.22
Cigna Corp (CI) 0.1 $745k 2.3k 329.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $741k 17k 43.70
Abbott Laboratories (ABT) 0.1 $731k 5.5k 132.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $726k 6.9k 105.60
Sap Se Spon Adr (SAP) 0.1 $723k 2.7k 268.44
Ishares Msci Equal Weite (EUSA) 0.1 $721k 7.7k 93.59
3M Company (MMM) 0.1 $719k 4.9k 146.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $715k 2.0k 361.09
Palantir Technologies Cl A (PLTR) 0.1 $712k 8.4k 84.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $708k 30k 23.43
Applied Materials (AMAT) 0.1 $704k 4.9k 145.12
Charter Communications Inc N Cl A (CHTR) 0.1 $700k 1.9k 368.53
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $700k 7.7k 90.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $695k 27k 26.20
Texas Instruments Incorporated (TXN) 0.1 $693k 3.9k 179.70
Gilead Sciences (GILD) 0.1 $673k 6.0k 112.04
Lennar Corp Cl A (LEN) 0.1 $669k 5.8k 114.78
Vanguard Index Fds Growth Etf (VUG) 0.1 $666k 1.8k 370.82
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $652k 7.7k 85.05
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $643k 13k 51.55
Cognizant Technology Solutio Cl A (CTSH) 0.1 $628k 8.2k 76.50
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $628k 3.2k 193.99
Humana (HUM) 0.1 $609k 2.3k 264.60
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $607k 8.6k 70.40
W.R. Berkley Corporation (WRB) 0.0 $593k 8.3k 71.16
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $591k 15k 40.13
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $576k 10k 57.60
Yum China Holdings (YUMC) 0.0 $573k 11k 52.06
Caterpillar (CAT) 0.0 $558k 1.7k 329.89
Tesla Motors (TSLA) 0.0 $551k 2.1k 259.16
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $540k 4.0k 135.68
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $538k 8.7k 61.89
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $535k 6.6k 80.71
Lauder Estee Cos Cl A (EL) 0.0 $492k 7.5k 66.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $492k 8.1k 60.66
Starbucks Corporation (SBUX) 0.0 $490k 5.0k 98.08
Booking Holdings (BKNG) 0.0 $484k 105.00 4606.91
Select Sector Spdr Tr Financial (XLF) 0.0 $481k 9.7k 49.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $479k 2.5k 188.16
Quanta Services (PWR) 0.0 $478k 1.9k 254.18
Equinix (EQIX) 0.0 $472k 579.00 815.35
CVS Caremark Corporation (CVS) 0.0 $472k 7.0k 67.75
Align Technology (ALGN) 0.0 $462k 2.9k 158.86
Novartis Sponsored Adr (NVS) 0.0 $456k 4.1k 111.48
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $456k 941.00 484.82
Adobe Systems Incorporated (ADBE) 0.0 $455k 1.2k 383.53
Ishares Tr Msci Eafe Etf (EFA) 0.0 $450k 5.5k 81.73
Select Sector Spdr Tr Technology (XLK) 0.0 $448k 2.2k 206.49
Copart (CPRT) 0.0 $445k 7.9k 56.59
Deere & Company (DE) 0.0 $444k 946.00 469.35
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $443k 5.2k 85.00
Progressive Corporation (PGR) 0.0 $423k 1.5k 283.01
Norfolk Southern (NSC) 0.0 $407k 1.7k 236.85
McKesson Corporation (MCK) 0.0 $405k 602.00 672.99
Alcoa (AA) 0.0 $391k 13k 30.50
O'reilly Automotive (ORLY) 0.0 $371k 259.00 1432.58
American Tower Reit (AMT) 0.0 $370k 1.7k 217.60
Kimberly-Clark Corporation (KMB) 0.0 $369k 2.6k 142.23
Regeneron Pharmaceuticals (REGN) 0.0 $365k 575.00 634.23
Emerson Electric (EMR) 0.0 $347k 3.2k 109.64
EOG Resources (EOG) 0.0 $338k 2.6k 128.24
Philip Morris International (PM) 0.0 $335k 2.1k 158.73
Blackstone Group Inc Com Cl A (BX) 0.0 $331k 2.4k 139.78
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $319k 15k 20.68
Welltower Inc Com reit (WELL) 0.0 $319k 2.1k 153.21
Lockheed Martin Corporation (LMT) 0.0 $316k 707.00 446.71
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $316k 11k 28.41
Qualcomm (QCOM) 0.0 $313k 2.0k 153.61
Ameriprise Financial (AMP) 0.0 $312k 645.00 484.11
Ishares Tr Ultra Short-term (ICSH) 0.0 $312k 6.2k 50.70
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $310k 1.2k 258.62
FedEx Corporation (FDX) 0.0 $308k 1.3k 243.78
Marsh & McLennan Companies (MMC) 0.0 $307k 1.3k 244.03
Hartford Financial Services (HIG) 0.0 $306k 2.5k 123.73
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $303k 4.1k 73.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $302k 6.7k 45.26
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $296k 11k 26.92
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $292k 2.3k 124.50
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $281k 3.6k 78.85
Martin Marietta Materials (MLM) 0.0 $279k 584.00 478.13
Dupont De Nemours (DD) 0.0 $279k 3.7k 74.67
Enterprise Products Partners (EPD) 0.0 $277k 8.1k 34.14
Waste Connections (WCN) 0.0 $271k 1.4k 194.91
D.R. Horton (DHI) 0.0 $270k 2.1k 127.13
Entergy Corporation (ETR) 0.0 $268k 3.1k 85.49
Tyler Technologies (TYL) 0.0 $267k 459.00 581.39
Shopify Cl A (SHOP) 0.0 $260k 2.7k 95.48
Trane Technologies SHS (TT) 0.0 $256k 760.00 336.92
CSX Corporation (CSX) 0.0 $255k 8.7k 29.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $254k 13k 19.78
Ing Groep Sponsored Adr (ING) 0.0 $253k 13k 19.59
Hubbell (HUBB) 0.0 $252k 760.00 330.91
Tractor Supply Company (TSCO) 0.0 $249k 4.5k 55.10
RBC Bearings Incorporated (RBC) 0.0 $247k 768.00 321.77
Essential Utils (WTRG) 0.0 $245k 6.2k 39.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $243k 2.1k 117.49
Ptc (PTC) 0.0 $239k 1.5k 154.95
Verizon Communications (VZ) 0.0 $237k 5.2k 45.36
At&t (T) 0.0 $236k 8.3k 28.28
Vanguard Index Fds Value Etf (VTV) 0.0 $233k 1.3k 172.74
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $233k 12k 19.48
Fiserv (FI) 0.0 $230k 1.0k 220.83
M&T Bank Corporation (MTB) 0.0 $229k 1.3k 178.75
Hca Holdings (HCA) 0.0 $229k 662.00 345.55
Descartes Sys Grp (DSGX) 0.0 $228k 2.3k 100.83
Hershey Company (HSY) 0.0 $226k 1.3k 171.03
Johnson Ctls Intl SHS (JCI) 0.0 $224k 2.8k 80.11
Element Solutions (ESI) 0.0 $224k 9.9k 22.61
Discover Financial Services 0.0 $221k 1.3k 170.70
Select Sector Spdr Tr Communication (XLC) 0.0 $221k 2.3k 96.45
Crowdstrike Hldgs Cl A (CRWD) 0.0 $220k 625.00 352.58
Ishares Tr U.s. Finls Etf (IYF) 0.0 $220k 2.0k 112.85
Vanguard Index Fds Small Cp Etf (VB) 0.0 $219k 986.00 221.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $217k 3.5k 62.10
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $217k 4.3k 50.71
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $213k 1.8k 116.36
Intercontinental Exchange (ICE) 0.0 $213k 1.2k 172.50
Texas Roadhouse (TXRH) 0.0 $210k 1.3k 166.63
Microstrategy Cl A New (MSTR) 0.0 $209k 726.00 288.27
Axon Enterprise (AXON) 0.0 $205k 390.00 525.95
Middlefield Banc Corp Com New (MBCN) 0.0 $202k 7.2k 27.95
Duke Energy Corp Com New (DUK) 0.0 $200k 1.6k 121.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $200k 4.0k 49.62
Energy Vault Holdings (NRGV) 0.0 $23k 33k 0.70