YHB Investment Advisors

YHB Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 264 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.9 $72M 372k 192.53
Microsoft Corp Stock (MSFT) 5.8 $60M 160k 376.04
Amazon Stock (AMZN) 3.3 $34M 226k 151.94
Costco Whsl Corp Stock (COST) 2.9 $30M 46k 660.08
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.7 $27M 77k 356.66
Thermo Fisher Scientific Stock (TMO) 2.5 $25M 48k 530.79
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.4 $24M 88k 277.15
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.3 $24M 169k 139.69
Visa Inc Com Cl A Stock (V) 2.2 $22M 86k 260.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.1 $22M 156k 140.93
Ishares Core S&p Small Cap Etf Etf (IJR) 1.9 $19M 179k 108.25
Danaher Corporation Stock (DHR) 1.8 $19M 83k 231.34
Unitedhealth Group Stock (UNH) 1.6 $17M 31k 526.48
Ecolab Stock (ECL) 1.5 $15M 77k 198.35
Stryker Corporation Stock (SYK) 1.4 $15M 48k 299.46
Spdr S&p 500 Etf Trust Etf (SPY) 1.4 $14M 30k 475.30
Pepsico Stock (PEP) 1.3 $14M 82k 169.84
Intuit Stock (INTU) 1.3 $14M 22k 625.04
Home Depot Stock (HD) 1.3 $13M 39k 346.55
Amgen Stock (AMGN) 1.2 $12M 43k 288.02
United Rentals Stock (URI) 1.1 $12M 21k 573.42
Nvidia Corporation Stock (NVDA) 1.1 $11M 23k 495.23
Mcdonalds Corp Stock (MCD) 1.0 $10M 35k 296.51
Johnson & Johnson Stock (JNJ) 0.9 $9.5M 60k 156.74
Lam Research Corp Stock (LRCX) 0.9 $9.4M 12k 783.26
Aon Plc Shs Cl A Stock (AON) 0.9 $9.4M 32k 291.02
Schwab Us Dividend Equity Etf Etf (SCHD) 0.9 $9.1M 120k 76.13
Union Pac Corp Stock (UNP) 0.9 $9.1M 37k 245.62
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $8.5M 114k 75.10
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.8 $8.5M 103k 82.96
Ishares Russell 1000 Etf Etf (IWB) 0.8 $8.5M 33k 262.26
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $8.3M 17k 477.63
Nike Inc Cl B Stock (NKE) 0.8 $8.3M 76k 108.57
Oracle Corp Stock (ORCL) 0.8 $8.0M 76k 105.43
Tjx Cos Stock (TJX) 0.7 $7.7M 82k 93.81
Intuitive Surgical Stock (ISRG) 0.7 $7.7M 23k 337.36
Amphenol Corp New Cl A Stock (APH) 0.7 $7.6M 77k 99.13
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.7 $7.5M 75k 99.79
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.7 $7.3M 86k 84.87
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $6.6M 94k 70.35
Jpmorgan Chase & Co Stock (JPM) 0.6 $6.4M 38k 170.10
Ishares S&p 500 Value Etf Etf (IVE) 0.6 $6.2M 36k 173.89
Vanguard S&p 500 Etf Etf (VOO) 0.6 $6.2M 14k 436.79
Zoetis Inc Cl A Stock (ZTS) 0.6 $6.0M 31k 197.37
Nextera Energy Stock (NEE) 0.6 $6.0M 98k 60.74
Honeywell Intl Stock (HON) 0.6 $5.9M 28k 209.71
Procter And Gamble Stock (PG) 0.5 $5.7M 39k 146.54
Carlisle Cos Stock (CSL) 0.5 $5.6M 18k 312.43
Abbvie Stock (ABBV) 0.5 $5.5M 35k 154.97
Meta Platforms Inc Cl A Stock (META) 0.5 $5.5M 15k 353.96
Cme Group Stock (CME) 0.5 $5.3M 25k 210.60
Yum Brands Stock (YUM) 0.5 $5.1M 39k 130.66
Goldman Sachs Group Stock (GS) 0.5 $5.0M 13k 385.77
Ishares Russell 2000 Etf Etf (IWM) 0.5 $5.0M 25k 200.71
Rtx Corporation Stock (RTX) 0.5 $5.0M 59k 84.14
Paychex Stock (PAYX) 0.5 $5.0M 42k 119.11
Walmart Stock (WMT) 0.5 $4.8M 30k 157.65
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.5 $4.8M 70k 68.42
Palo Alto Networks Stock (PANW) 0.5 $4.8M 16k 294.88
Church & Dwight Stock (CHD) 0.4 $4.6M 49k 94.56
Chevron Corp Stock (CVX) 0.4 $4.6M 31k 149.16
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $4.3M 19k 225.51
Salesforce Stock (CRM) 0.4 $4.3M 16k 263.14
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $4.2M 125k 34.01
Shell Plc Spon Ads Adr (SHEL) 0.4 $4.2M 64k 65.80
Linde Stock (LIN) 0.4 $4.2M 10k 410.71
Cummins Stock (CMI) 0.4 $4.2M 18k 239.57
General Electric Stock (GE) 0.4 $4.2M 33k 127.63
Aflac Stock (AFL) 0.4 $4.1M 50k 82.50
Woodward Stock (WWD) 0.4 $4.1M 30k 136.13
Morningstar Stock (MORN) 0.4 $4.0M 14k 286.24
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $3.9M 77k 50.58
Prologis Reit (PLD) 0.4 $3.9M 29k 133.30
Ishares Msci Acwi Etf Etf (ACWI) 0.4 $3.7M 36k 101.77
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $3.6M 72k 50.23
Comcast Corp New Cl A Stock (CMCSA) 0.3 $3.5M 81k 43.85
Netflix Stock (NFLX) 0.3 $3.5M 7.1k 486.88
Fortinet Stock (FTNT) 0.3 $3.4M 58k 58.53
Fortive Corp Stock (FTV) 0.3 $3.4M 46k 73.63
Disney Stock (DIS) 0.3 $3.3M 36k 90.29
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $3.2M 44k 72.43
Taiwan Semiconductor Mfg Adr (TSM) 0.3 $3.2M 31k 104.00
Spdr Gold Shares Etf (GLD) 0.3 $3.1M 16k 191.17
Elevance Health Stock (ELV) 0.3 $3.1M 6.6k 471.56
Exxon Mobil Corp Stock (XOM) 0.3 $3.1M 31k 99.98
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $2.8M 12k 237.22
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $2.8M 6.9k 409.52
Hilton Worldwide Hldgs Stock (HLT) 0.3 $2.8M 15k 182.09
Servicenow Stock (NOW) 0.3 $2.8M 3.9k 706.49
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $2.6M 21k 127.91
Carrier Global Corporation Stock (CARR) 0.3 $2.6M 46k 57.45
Becton Dickinson & Co Stock (BDX) 0.2 $2.5M 10k 243.83
Grainger W W Stock (GWW) 0.2 $2.4M 2.9k 828.69
L3harris Technologies Stock (LHX) 0.2 $2.4M 11k 210.62
Colgate Palmolive Stock (CL) 0.2 $2.4M 30k 79.71
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.3M 36k 65.06
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $2.3M 66k 35.41
Wells Fargo Stock (WFC) 0.2 $2.3M 47k 49.22
Blackrock Stock (BLK) 0.2 $2.3M 2.8k 811.80
Align Technology Stock (ALGN) 0.2 $2.3M 8.4k 274.00
Yum China Hldgs Stock (YUMC) 0.2 $2.3M 53k 42.43
Capital One Finl Corp Stock (COF) 0.2 $2.2M 17k 131.12
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $2.2M 43k 51.27
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $2.1M 57k 37.56
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.1M 42k 50.74
Waste Mgmt Inc Del Stock (WM) 0.2 $2.0M 11k 179.10
Fastenal Stock (FAST) 0.2 $2.0M 31k 64.77
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $2.0M 26k 77.37
Ebay Stock (EBAY) 0.2 $2.0M 46k 43.62
Lowes Cos Stock (LOW) 0.2 $2.0M 9.0k 222.55
Illinois Tool Wks Stock (ITW) 0.2 $2.0M 7.6k 261.95
Pfizer Stock (PFE) 0.2 $2.0M 69k 28.79
Otis Worldwide Corp Stock (OTIS) 0.2 $2.0M 22k 89.47
Morgan Stanley Stock (MS) 0.2 $1.9M 21k 93.25
Vanguard Large-cap Etf Etf (VV) 0.2 $1.9M 8.7k 218.15
Essential Utils Stock (WTRG) 0.2 $1.9M 51k 37.35
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $1.9M 34k 55.67
Conocophillips Stock (COP) 0.2 $1.8M 16k 116.07
Aercap Holdings Nv Stock (AER) 0.2 $1.8M 24k 74.32
Autozone Stock (AZO) 0.2 $1.8M 687.00 2585.61
Phillips 66 Stock (PSX) 0.2 $1.7M 13k 133.14
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.7M 18k 93.81
Kenvue Stock (KVUE) 0.2 $1.6M 76k 21.53
Cisco Sys Stock (CSCO) 0.2 $1.6M 32k 50.52
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.6M 3.8k 426.51
Citigroup Stock (C) 0.2 $1.6M 31k 51.44
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $1.6M 28k 56.40
Invesco Biotechnology & Genome Etf Etf (PBE) 0.1 $1.5M 23k 65.84
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $1.4M 25k 55.59
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.4M 16k 83.63
Bristol-myers Squibb Stock (BMY) 0.1 $1.3M 26k 51.31
Merck & Co Stock (MRK) 0.1 $1.3M 12k 109.02
Veralto Corp Stock (VLTO) 0.1 $1.3M 15k 82.26
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $1.2M 40k 30.59
Cvs Health Corp Stock (CVS) 0.1 $1.2M 15k 78.96
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.2M 15k 79.22
Alcon Ag Ord Stock (ALC) 0.1 $1.2M 15k 78.06
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $1.1M 3.0k 388.68
American Express Stock (AXP) 0.1 $1.1M 5.9k 187.34
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.1M 6.4k 170.40
Voya Financial Stock (VOYA) 0.1 $1.1M 15k 72.96
Automatic Data Processing Stock (ADP) 0.1 $999k 4.3k 232.97
Broadcom Stock (AVGO) 0.1 $963k 863.00 1116.25
Coca Cola Stock (KO) 0.1 $928k 16k 58.93
Paypal Hldgs Stock (PYPL) 0.1 $915k 15k 61.41
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $893k 8.6k 104.10
Lincoln Elec Hldgs Stock (LECO) 0.1 $885k 4.1k 217.46
Starbucks Corp Stock (SBUX) 0.1 $849k 8.8k 96.01
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $839k 11k 75.53
Chipotle Mexican Grill Stock (CMG) 0.1 $821k 359.00 2286.96
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $819k 8.6k 95.08
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $818k 7.8k 105.43
Intel Corp Stock (INTC) 0.1 $798k 16k 50.25
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $797k 17k 47.24
Abbott Labs Stock (ABT) 0.1 $790k 7.2k 110.07
Berkley W R Corp Stock (WRB) 0.1 $760k 11k 70.72
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $753k 10k 75.67
Sap Se Adr (SAP) 0.1 $740k 4.8k 154.59
Vanguard Small-cap Etf Etf (VB) 0.1 $723k 3.4k 213.33
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $708k 18k 40.21
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $677k 16k 41.93
Transdigm Group Stock (TDG) 0.1 $672k 664.00 1011.60
Vanguard Real Estate Etf Etf (VNQ) 0.1 $671k 7.6k 88.36
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $657k 7.8k 83.84
Spdr S&p Dividend Etf Etf (SDY) 0.1 $656k 5.3k 124.97
International Business Machs Stock (IBM) 0.1 $653k 4.0k 163.56
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $650k 7.7k 84.44
Pimco Short Term Municipal Bond Active Etf Etf (SMMU) 0.1 $643k 13k 50.03
Edwards Lifesciences Corp Stock (EW) 0.1 $634k 8.3k 76.25
Applied Matls Stock (AMAT) 0.1 $633k 3.9k 162.07
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $629k 13k 49.88
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $626k 8.3k 75.32
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.1 $618k 7.7k 80.59
The Cigna Group Stock (CI) 0.1 $600k 2.0k 299.45
American Tower Corp Reit (AMT) 0.1 $584k 2.7k 215.88
Bank America Corp Stock (BAC) 0.1 $584k 17k 33.67
3M Stock (MMM) 0.1 $578k 5.3k 109.31
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $568k 1.9k 303.17
Gilead Sciences Stock (GILD) 0.1 $566k 7.0k 81.01
Adobe Stock (ADBE) 0.1 $566k 949.00 596.60
Regeneron Pharmaceuticals Stock (REGN) 0.1 $556k 633.00 878.29
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $543k 4.9k 111.63
Johnson Ctls Intl Stock (JCI) 0.1 $542k 9.4k 57.64
Invesco Global Water Etf Etf (PIO) 0.1 $540k 14k 39.53
Tesla Stock (TSLA) 0.1 $519k 2.1k 248.48
Medtronic Stock (MDT) 0.0 $512k 6.2k 82.38
Ge Healthcare Technologies Stock (GEHC) 0.0 $508k 6.6k 77.32
Vanguard Growth Etf Etf (VUG) 0.0 $508k 1.6k 310.88
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $508k 9.1k 55.90
Caterpillar Stock (CAT) 0.0 $500k 1.7k 295.71
Equinix Reit (EQIX) 0.0 $499k 620.00 805.39
Emerson Elec Stock (EMR) 0.0 $496k 5.1k 97.33
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $487k 4.9k 99.29
Quanta Svcs Stock (PWR) 0.0 $455k 2.1k 215.80
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $455k 7.2k 63.33
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $451k 8.0k 56.14
Ishares Msci Eafe Etf Etf (EFA) 0.0 $435k 5.8k 75.35
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.0 $420k 5.2k 80.64
Novartis Adr (NVS) 0.0 $416k 4.1k 100.97
Norfolk Southn Corp Stock (NSC) 0.0 $411k 1.7k 236.38
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $408k 2.5k 165.25
Apollo Global Mgmt Stock (APO) 0.0 $407k 4.4k 93.19
Sherwin Williams Stock (SHW) 0.0 $405k 1.3k 311.90
Toronto Dominion Bk Ont Stock (TD) 0.0 $390k 6.0k 64.62
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $389k 19k 20.45
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $385k 9.4k 41.10
Copart Stock (CPRT) 0.0 $385k 7.9k 49.00
Eli Lilly & Co Stock (LLY) 0.0 $381k 653.00 582.92
Texas Instrs Stock (TXN) 0.0 $374k 2.2k 170.46
Deere & Co Stock (DE) 0.0 $372k 931.00 399.87
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.0 $361k 7.2k 50.36
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $358k 1.9k 192.52
Kimberly-clark Corp Stock (KMB) 0.0 $356k 2.9k 121.53
Fedex Corp Stock (FDX) 0.0 $355k 1.4k 252.97
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $351k 2.2k 157.80
Boeing Stock (BA) 0.0 $349k 1.3k 260.66
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $347k 9.2k 37.60
Csx Corp Stock (CSX) 0.0 $336k 9.7k 34.67
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $335k 954.00 350.91
Cdw Corp Stock (CDW) 0.0 $326k 1.4k 227.32
Dupont De Nemours Stock (DD) 0.0 $320k 4.2k 76.93
Blackstone Stock (BX) 0.0 $316k 2.4k 130.92
Qualcomm Stock (QCOM) 0.0 $307k 2.1k 144.63
D R Horton Stock (DHI) 0.0 $305k 2.0k 151.98
Verizon Stock (VZ) 0.0 $304k 8.1k 37.70
Mckesson Corp Stock (MCK) 0.0 $297k 642.00 462.98
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $294k 2.3k 125.14
Eog Res Stock (EOG) 0.0 $291k 2.4k 120.95
Ing Groep Adr (ING) 0.0 $290k 19k 15.02
Vanguard Mid-cap Etf Etf (VO) 0.0 $285k 1.2k 232.64
Monster Beverage Corp Stock (MNST) 0.0 $277k 4.8k 57.61
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $277k 14k 19.30
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $274k 2.6k 104.46
Fair Isaac Corp Stock (FICO) 0.0 $271k 233.00 1164.01
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $270k 4.7k 57.96
Middlefield Banc Corp Stock (MBCN) 0.0 $266k 8.2k 32.37
Bellring Brands Stock (BRBR) 0.0 $265k 4.8k 55.43
Hubbell Stock (HUBB) 0.0 $262k 795.00 328.93
Hershey Stock (HSY) 0.0 $254k 1.4k 186.44
Marsh & Mclennan Cos Stock (MMC) 0.0 $251k 1.3k 189.47
Dow Stock (DOW) 0.0 $244k 4.5k 54.84
Eaton Corp Stock (ETN) 0.0 $244k 1.0k 240.82
Idexx Labs Stock (IDXX) 0.0 $242k 436.00 555.05
Lockheed Martin Corp Stock (LMT) 0.0 $238k 526.00 453.24
Occidental Pete Corp Stock (OXY) 0.0 $237k 4.0k 59.71
Hartford Finl Svcs Group Stock (HIG) 0.0 $235k 2.9k 80.38
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $232k 12k 19.45
Enterprise Prods Partners Stock (EPD) 0.0 $231k 8.8k 26.35
Tractor Supply Stock (TSCO) 0.0 $223k 1.0k 215.03
Charles Riv Labs Intl Stock (CRL) 0.0 $223k 941.00 236.40
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $221k 435.00 507.38
Schwab International Equity Etf Etf (SCHF) 0.0 $219k 5.9k 36.96
Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $219k 4.0k 54.29
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $215k 4.2k 51.05
Caseys Gen Stores Stock (CASY) 0.0 $214k 779.00 274.74
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $214k 4.1k 52.00
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $213k 11k 19.15
Shopify Inc Cl A Stock (SHOP) 0.0 $211k 2.7k 77.90
Duke Energy Corp Stock (DUK) 0.0 $208k 2.1k 97.03
Waste Connections Stock (WCN) 0.0 $208k 1.4k 149.27
Southern Stock (SO) 0.0 $207k 2.9k 70.12
Carlyle Group Stock (CG) 0.0 $202k 5.0k 40.69
Akili Stock (AKLI) 0.0 $52k 106k 0.49
General Moly Stock 0.0 $0 12k 0.00