YHB Investment Advisors

YHB Investment Advisors as of Sept. 30, 2020

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 261 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.5 $51M 436k 115.81
Microsoft Corp Stock (MSFT) 4.4 $41M 193k 210.33
Amazon Stock (AMZN) 3.9 $36M 11k 3148.76
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 3.0 $28M 273k 101.96
Thermo Fisher Scientific Stock (TMO) 2.8 $26M 58k 441.51
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.3 $22M 101k 212.94
Danaher Corporation Stock (DHR) 2.3 $21M 97k 215.33
Costco Whsl Corp Stock (COST) 2.0 $18M 51k 355.00
Visa Inc Com Cl A Stock (V) 1.9 $18M 88k 199.98
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.8 $17M 11k 1469.62
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.7 $15M 11k 1465.58
Disney Stock (DIS) 1.6 $15M 120k 124.08
Ecolab Stock (ECL) 1.5 $14M 69k 199.85
Paypal Hldgs Stock (PYPL) 1.4 $13M 67k 197.03
Comcast Corp New Cl A Stock (CMCSA) 1.3 $12M 268k 46.26
Amgen Stock (AMGN) 1.3 $12M 47k 254.17
Nike Inc Cl B Stock (NKE) 1.3 $12M 95k 125.54
Pepsico Stock (PEP) 1.3 $12M 86k 138.60
Home Depot Stock (HD) 1.3 $12M 43k 277.71
Ishares S&p Midcap Fund Etf (IJH) 1.3 $12M 63k 185.31
Facebook Inc Cl A Stock (META) 1.3 $12M 45k 261.89
Unitedhealth Group Stock (UNH) 1.2 $11M 35k 311.76
Stryker Corporation Stock (SYK) 1.2 $11M 51k 208.37
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.1 $10M 53k 194.11
Johnson & Johnson Stock (JNJ) 1.1 $9.9M 66k 148.88
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.1 $9.8M 438k 22.35
Aon Plc Shs Cl A Stock (AON) 1.0 $9.4M 46k 206.30
Invesco Bulletshares 2023 Corporate Bond Etf Etf 1.0 $9.3M 428k 21.79
Intuit Stock (INTU) 1.0 $9.3M 28k 326.22
Mcdonalds Corp Stock (MCD) 0.9 $8.5M 39k 219.48
Spdr S&p 500 Etf Etf (SPY) 0.9 $8.4M 25k 334.88
Nextera Energy Stock (NEE) 0.9 $8.1M 29k 277.56
Union Pac Corp Stock (UNP) 0.8 $7.8M 40k 196.88
Becton Dickinson & Co Stock (BDX) 0.8 $7.7M 33k 232.69
Ishares S&p Small-cap Fund Etf (IJR) 0.8 $7.3M 104k 70.23
Intuitive Surgical Stock (ISRG) 0.8 $7.3M 10k 709.50
Fortive Corp Stock (FTV) 0.7 $6.8M 89k 76.21
Ishares S&p 500 Growth Etf Etf (IVW) 0.7 $6.7M 29k 231.09
Oracle Corp Stock (ORCL) 0.7 $6.2M 103k 59.70
Tjx Cos Stock (TJX) 0.7 $6.1M 110k 55.65
Invesco Bulletshares 2021 Corporate Bond Etf Etf 0.6 $5.9M 276k 21.32
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.6 $5.7M 69k 82.85
Raytheon Technologies Corp Stock (RTX) 0.6 $5.7M 99k 57.54
Procter And Gamble Stock (PG) 0.6 $5.6M 40k 138.99
Lam Research Corp Stock (LRCX) 0.6 $5.4M 16k 331.77
United Rentals Stock (URI) 0.6 $5.3M 30k 174.50
Cvs Health Corp Stock (CVS) 0.6 $5.3M 91k 58.40
Honeywell Intl Stock (HON) 0.6 $5.2M 32k 164.61
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $5.1M 101k 50.79
Amphenol Corp New Cl A Stock (APH) 0.6 $5.1M 47k 108.26
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.6 $5.1M 44k 115.17
Fidelity Natl Information Svcs Stock (FIS) 0.6 $5.1M 35k 147.21
Ishares Core S&p 500 Etf Etf (IVV) 0.5 $5.0M 15k 336.04
Church & Dwight Stock (CHD) 0.5 $4.9M 53k 93.72
Cme Group Stock (CME) 0.5 $4.9M 29k 167.30
Paychex Stock (PAYX) 0.5 $4.8M 61k 79.78
Ishares Russell 2000 Etf Etf (IWM) 0.5 $4.8M 32k 149.79
Goldman Sachs Group Stock (GS) 0.5 $4.7M 23k 200.98
Citrix Sys Stock 0.5 $4.6M 34k 137.72
Spdr Gold Shares Etf (GLD) 0.5 $4.4M 25k 177.14
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $4.3M 36k 118.07
Colgate Palmolive Stock (CL) 0.5 $4.2M 55k 77.16
Morgan Stanley Stock (MS) 0.4 $4.0M 84k 48.35
Zoetis Inc Cl A Stock (ZTS) 0.4 $4.0M 24k 165.37
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $3.8M 42k 92.58
Yum China Hldgs Stock (YUMC) 0.4 $3.8M 73k 52.95
Morningstar Stock (MORN) 0.4 $3.7M 23k 160.60
Yum Brands Stock (YUM) 0.4 $3.7M 40k 91.31
Pfizer Stock (PFE) 0.4 $3.5M 95k 36.70
Cummins Stock (CMI) 0.4 $3.4M 16k 211.14
Citigroup Stock (C) 0.3 $3.2M 75k 43.11
Truist Finl Corp Stock (TFC) 0.3 $3.2M 84k 38.05
Netflix Stock (NFLX) 0.3 $3.2M 6.3k 500.08
Edwards Lifesciences Corp Stock (EW) 0.3 $3.1M 39k 79.82
Prologis Reit (PLD) 0.3 $3.1M 31k 100.63
Vanguard S&p 500 Etf Etf (VOO) 0.3 $3.0M 9.9k 307.65
Linde Stock 0.3 $3.0M 13k 238.16
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $2.9M 66k 44.09
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $2.8M 49k 57.44
Wells Fargo Stock (WFC) 0.3 $2.8M 120k 23.51
Fastenal Stock (FAST) 0.3 $2.8M 62k 45.10
Ebay Stock (EBAY) 0.3 $2.7M 52k 52.10
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $2.6M 47k 55.48
Hilton Worldwide Hldgs Stock (HLT) 0.3 $2.6M 30k 85.32
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $2.5M 37k 68.33
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $2.5M 46k 55.30
Invesco Ultra Short Duration Etf Etf (GSY) 0.3 $2.5M 49k 50.53
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $2.5M 30k 82.98
Walmart Stock (WMT) 0.3 $2.5M 18k 139.92
Us Bancorp Del Stock (USB) 0.3 $2.5M 69k 35.85
Anthem Stock (ELV) 0.3 $2.4M 9.0k 268.62
Essential Utils Stock (WTRG) 0.3 $2.3M 58k 40.26
Bristol-myers Squibb Stock (BMY) 0.3 $2.3M 39k 60.29
Invesco Qqq Trust Etf (QQQ) 0.3 $2.3M 8.4k 277.81
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.3 $2.3M 43k 54.26
General Electric Stock 0.2 $2.3M 370k 6.23
Medtronic Stock (MDT) 0.2 $2.3M 22k 103.91
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.2M 41k 54.45
Carlisle Cos Stock (CSL) 0.2 $2.2M 18k 122.38
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf (SHM) 0.2 $2.1M 43k 49.87
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.2 $2.1M 94k 22.18
Woodward Stock (WWD) 0.2 $2.1M 26k 80.16
Gci Liberty Inc Com Class A Stock 0.2 $2.0M 24k 81.96
Abbvie Stock (ABBV) 0.2 $2.0M 23k 87.61
Schwab International Equity Etf Etf (SCHF) 0.2 $2.0M 63k 31.41
Pimco Short Term Municipal Bond Active Exchange-traded Fund Etf (SMMU) 0.2 $2.0M 38k 51.26
Charter Communications Inc New Cl A Stock (CHTR) 0.2 $1.9M 3.1k 624.44
Dollar Gen Corp Stock (DG) 0.2 $1.9M 9.0k 209.61
Jpmorgan Chase & Co Stock (JPM) 0.2 $1.9M 20k 96.26
Intel Corp Stock (INTC) 0.2 $1.8M 36k 51.79
Lowes Cos Stock (LOW) 0.2 $1.8M 11k 165.87
Alibaba Group Hldg Adr (BABA) 0.2 $1.8M 6.2k 294.05
Dish Network Corporation Cl A Stock 0.2 $1.8M 62k 29.03
Aflac Stock (AFL) 0.2 $1.7M 47k 36.34
L3harris Technologies Stock (LHX) 0.2 $1.7M 9.8k 169.84
Abiomed Stock 0.2 $1.6M 5.9k 277.11
Chevron Corp Stock (CVX) 0.2 $1.6M 22k 72.00
General Mtrs Stock (GM) 0.2 $1.6M 53k 29.60
Invesco Bulletshares 2022 Corporate Bond Etf Etf 0.2 $1.6M 71k 21.83
Cisco Sys Stock (CSCO) 0.2 $1.5M 39k 39.38
Exxon Mobil Corp Stock (XOM) 0.2 $1.5M 44k 34.34
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $1.5M 29k 50.99
Stanley Black & Decker Stock (SWK) 0.2 $1.5M 9.0k 162.21
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $1.4M 24k 60.28
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.4M 4.2k 338.21
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.4M 21k 68.05
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $1.4M 53k 26.75
Starbucks Corp Stock (SBUX) 0.2 $1.4M 16k 85.93
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.2 $1.4M 63k 21.98
Otis Worldwide Corp Stock (OTIS) 0.1 $1.4M 22k 62.44
Waste Mgmt Inc Del Stock (WM) 0.1 $1.3M 12k 113.17
3M Stock (MMM) 0.1 $1.3M 8.2k 160.23
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.1 $1.3M 9.0k 141.76
Carrier Global Corporation Stock (CARR) 0.1 $1.3M 41k 30.53
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $1.3M 25k 50.10
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $1.2M 58k 21.63
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $1.2M 18k 69.42
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $1.2M 14k 88.22
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $1.2M 17k 70.48
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.2M 5.0k 239.11
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $1.2M 15k 79.64
Illinois Tool Wks Stock (ITW) 0.1 $1.2M 6.2k 193.13
Blackrock Stock (BLK) 0.1 $1.2M 2.1k 563.50
Invesco Dynamic Biotechnology & Genome Etf Etf (PBE) 0.1 $1.2M 21k 56.60
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.2M 18k 63.66
Invesco Bulletshares 2020 Corporate Bond Etf Etf 0.1 $1.1M 54k 21.21
Align Technology Stock (ALGN) 0.1 $1.1M 3.4k 327.30
Etfmg Prime Cyber Security Etf Etf 0.1 $1.1M 24k 46.56
Vanguard Large-cap Index Fund Etf (VV) 0.1 $1.1M 7.0k 156.47
Merck & Co Stock (MRK) 0.1 $1.1M 13k 82.94
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.1M 37k 29.27
Capital One Finl Corp Stock (COF) 0.1 $1.1M 15k 71.88
Liberty Global Plc Shs Cl C Stock 0.1 $1.1M 52k 20.53
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $1.0M 8.1k 128.68
First Trust Nasdaq Artificial Intelligence And Robotics Etf Etf (ROBT) 0.1 $1.0M 27k 38.93
Automatic Data Processing Stock (ADP) 0.1 $979k 7.0k 139.46
Proshares Ultra Silver Etf (AGQ) 0.1 $975k 23k 41.76
Gilead Sciences Stock (GILD) 0.1 $937k 15k 63.23
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $907k 5.3k 170.39
Verizon Stock (VZ) 0.1 $898k 15k 59.46
Wabtec Stock (WAB) 0.1 $896k 15k 61.89
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $881k 20k 43.26
Coca Cola Stock (KO) 0.1 $878k 18k 49.38
Fiserv Stock (FI) 0.1 $865k 8.4k 103.07
Target Corp Stock (TGT) 0.1 $828k 5.3k 157.47
Bk Of America Corp Stock (BAC) 0.1 $805k 33k 24.10
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $805k 15k 54.92
Salesforce Stock (CRM) 0.1 $795k 3.2k 251.42
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $793k 13k 59.41
Mckesson Corp Stock (MCK) 0.1 $748k 5.0k 149.00
American Express Stock (AXP) 0.1 $737k 7.4k 100.27
Abbott Labs Stock (ABT) 0.1 $733k 6.7k 108.85
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $717k 14k 50.47
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $715k 8.9k 80.66
Skyworks Solutions Stock (SWKS) 0.1 $704k 4.8k 145.45
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $682k 19k 36.55
Aercap Holdings Nv Stock (AER) 0.1 $657k 26k 25.18
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.1 $627k 12k 51.53
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $616k 2.8k 216.75
Emerson Elec Stock (EMR) 0.1 $597k 9.1k 65.62
Lincoln Elec Hldgs Stock (LECO) 0.1 $593k 6.4k 92.09
Fedex Corp Stock (FDX) 0.1 $579k 2.3k 251.52
D R Horton Stock (DHI) 0.1 $573k 7.6k 75.59
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $566k 6.8k 83.05
At&t Stock (T) 0.1 $538k 19k 28.52
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $537k 6.6k 80.89
Chipotle Mexican Grill Stock (CMG) 0.1 $510k 410.00 1243.90
Tripadvisor Stock (TRIP) 0.1 $507k 26k 19.60
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $494k 8.4k 59.08
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $492k 8.6k 57.36
Phillips 66 Stock (PSX) 0.1 $481k 9.3k 51.89
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $470k 7.7k 61.04
Kimberly-clark Corp Stock (KMB) 0.1 $466k 3.2k 147.66
Adobe Systems Incorporated Stock (ADBE) 0.0 $457k 932.00 490.34
Regeneron Pharmaceuticals Stock (REGN) 0.0 $453k 810.00 559.26
Peoples United Financial Stock 0.0 $441k 43k 10.30
Norfolk Southn Corp Stock (NSC) 0.0 $441k 2.1k 214.08
Novartis Adr (NVS) 0.0 $436k 5.0k 87.01
Post Hldgs Stock (POST) 0.0 $412k 4.8k 86.01
Invesco Global Water Etf Etf (PIO) 0.0 $411k 13k 31.74
Crown Castle Intl Corp Reit (CCI) 0.0 $398k 2.4k 166.53
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $395k 13k 29.94
Boeing Stock (BA) 0.0 $390k 2.4k 165.39
Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $386k 12k 33.54
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $363k 3.4k 108.04
Cerner Corp Stock 0.0 $356k 4.9k 72.36
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $352k 3.5k 100.57
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $332k 14k 24.05
Cigna Corp Stock (CI) 0.0 $329k 1.9k 169.59
Transdigm Group Stock (TDG) 0.0 $311k 655.00 474.81
Monster Beverage Corp Stock (MNST) 0.0 $311k 3.9k 80.15
Servicenow Stock (NOW) 0.0 $310k 640.00 484.38
International Business Machs Stock (IBM) 0.0 $310k 2.5k 121.86
Applied Matls Stock (AMAT) 0.0 $303k 5.1k 59.40
Dominion Energy Stock (D) 0.0 $300k 3.8k 78.84
Pool Corp Stock (POOL) 0.0 $298k 891.00 334.46
Air Prods & Chems Stock (APD) 0.0 $290k 975.00 297.44
Ametek Stock (AME) 0.0 $289k 2.9k 99.31
Trimble Stock (TRMB) 0.0 $284k 5.8k 48.76
Duke Energy Corp Stock (DUK) 0.0 $280k 3.2k 88.52
Zimmer Biomet Holdings Stock (ZBH) 0.0 $280k 2.1k 135.92
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $279k 5.3k 52.76
Centene Corp Del Stock (CNC) 0.0 $277k 4.8k 58.25
Csx Corp Stock (CSX) 0.0 $276k 3.6k 77.72
Trane Technologies Stock (TT) 0.0 $274k 2.3k 121.24
Toronto Dominion Bk Ont Stock (TD) 0.0 $272k 5.9k 46.18
Copart Stock (CPRT) 0.0 $266k 2.5k 105.14
Texas Instrs Stock (TXN) 0.0 $264k 1.9k 142.55
Lilly Eli & Co Stock (LLY) 0.0 $262k 1.8k 148.19
Qualcomm Stock (QCOM) 0.0 $259k 2.2k 117.73
Grainger W W Stock (GWW) 0.0 $259k 725.00 357.24
Dupont De Nemours Stock (DD) 0.0 $250k 4.5k 55.38
Boston Scientific Corp Stock (BSX) 0.0 $246k 6.4k 38.26
Spdr S&p Dividend Etf Etf (SDY) 0.0 $240k 2.6k 92.59
Marvell Technology Group Ltd Ord Stock 0.0 $239k 6.0k 39.67
Intercontinental Exchange Stock (ICE) 0.0 $234k 2.3k 99.91
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $233k 1.3k 172.98
Hexcel Corp Stock (HXL) 0.0 $233k 6.9k 33.53
Steris Plc Shs Usd Stock (STE) 0.0 $233k 1.3k 176.38
Idexx Labs Stock (IDXX) 0.0 $229k 583.00 392.80
Masimo Corp Stock (MASI) 0.0 $227k 963.00 235.72
Costar Group Stock (CSGP) 0.0 $223k 263.00 847.91
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $219k 1.2k 175.90
Shopify Inc Cl A Stock (SHOP) 0.0 $215k 210.00 1023.81
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $213k 1.2k 176.03
Eversource Energy Stock (ES) 0.0 $213k 2.5k 83.66
Ing Groep Adr (ING) 0.0 $212k 30k 7.09
Lockheed Martin Corp Stock (LMT) 0.0 $212k 552.00 384.06
Tyler Technologies Stock (TYL) 0.0 $211k 605.00 348.76
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $210k 5.1k 40.82
Caterpillar Inc Del Stock (CAT) 0.0 $207k 1.4k 149.14
Price T Rowe Group Stock (TROW) 0.0 $205k 1.6k 128.12
Godaddy Inc Cl A Stock (GDDY) 0.0 $204k 2.7k 76.12
Philip Morris Intl Stock (PM) 0.0 $204k 2.7k 75.17
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $204k 11k 18.37
Lpl Finl Hldgs Stock (LPLA) 0.0 $203k 2.6k 76.75
Deere & Co Stock (DE) 0.0 $203k 917.00 221.37
Discover Finl Svcs Stock (DFS) 0.0 $202k 3.5k 57.71
Etsy Stock (ETSY) 0.0 $202k 1.7k 121.39
Liberty Tripadvisor Hldgs Inc Com Ser A Stock (LTRPA) 0.0 $46k 26k 1.74
Bristol-myers Squibb Co Contngnt Val Rt Stock 0.0 $32k 14k 2.24