YHB Investment Advisors
Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, COST, BRK.B, and represent 22.57% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$10M), SCHD (+$6.3M), PANW, CMG, SCHX, IGSB, AVGO, SCHB, RSP, IVV.
- Started 9 new stock positions in PLTR, MUNI, OLLI, AXON, DFS, SGOV, VRTX, GLDM, BKNG.
- Reduced shares in these 10 stocks: VOO, MCD, ALGN, COST, AAPL, HUM, KVUE, QUAL, HON, NVDA.
- Sold out of its positions in AMD, DOW, GIS, HCA, HUM, IDXX, BSCR, OXY, ONTO, TD. VYM, VTEB.
- YHB Investment Advisors was a net buyer of stock by $30M.
- YHB Investment Advisors has $1.2B in assets under management (AUM), dropping by 0.81%.
- Central Index Key (CIK): 0001469219
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Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 277 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $89M | 354k | 250.42 |
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| Microsoft Corporation (MSFT) | 5.2 | $64M | 151k | 421.50 |
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| Amazon (AMZN) | 4.0 | $49M | 221k | 219.39 |
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| Costco Wholesale Corporation (COST) | 3.3 | $40M | -2% | 43k | 916.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $34M | 75k | 453.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $32M | 167k | 189.30 |
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| NVIDIA Corporation (NVDA) | 2.5 | $30M | -2% | 225k | 134.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $29M | 466k | 62.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $28M | 149k | 190.44 |
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| Visa Com Cl A (V) | 2.2 | $27M | 85k | 316.04 |
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| Thermo Fisher Scientific (TMO) | 2.0 | $24M | 47k | 520.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $24M | 206k | 115.22 |
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| Danaher Corporation (DHR) | 1.5 | $19M | 81k | 229.55 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $18M | +3% | 30k | 586.08 |
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| Ecolab (ECL) | 1.5 | $18M | 76k | 234.32 |
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| Stryker Corporation (SYK) | 1.4 | $17M | 47k | 360.05 |
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| UnitedHealth (UNH) | 1.3 | $16M | 31k | 505.86 |
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| Home Depot (HD) | 1.2 | $15M | 38k | 388.99 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $14M | +282% | 485k | 27.87 |
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| United Rentals (URI) | 1.1 | $13M | 19k | 704.44 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $13M | -2% | 40k | 322.16 |
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| Intuit (INTU) | 1.0 | $13M | 20k | 628.51 |
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| Pepsi (PEP) | 1.0 | $12M | 82k | 152.06 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $12M | +11% | 21k | 588.68 |
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| Oracle Corporation (ORCL) | 1.0 | $12M | -4% | 70k | 166.64 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $12M | +10% | 48k | 239.71 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $12M | 22k | 521.96 |
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| Amgen (AMGN) | 0.9 | $11M | 44k | 260.64 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $11M | 108k | 101.53 |
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| Amphenol Corp Cl A (APH) | 0.8 | $9.8M | 141k | 69.45 |
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| TJX Companies (TJX) | 0.8 | $9.7M | 80k | 120.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $9.4M | +201% | 346k | 27.32 |
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| Aon Shs Cl A (AON) | 0.8 | $9.3M | 26k | 359.16 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.7 | $8.7M | 312k | 27.85 |
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| McDonald's Corporation (MCD) | 0.7 | $8.4M | -15% | 29k | 289.89 |
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| Union Pacific Corporation (UNP) | 0.7 | $8.2M | 36k | 228.04 |
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| Meta Platforms Cl A (META) | 0.7 | $8.2M | 14k | 585.51 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $8.0M | +6% | 40k | 197.49 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $7.6M | 75k | 100.34 |
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| Wal-Mart Stores (WMT) | 0.6 | $7.4M | -4% | 82k | 90.35 |
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| Nextera Energy (NEE) | 0.6 | $7.2M | -2% | 100k | 71.69 |
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| Palo Alto Networks (PANW) | 0.6 | $7.2M | +113% | 39k | 181.96 |
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| Carlisle Companies (CSL) | 0.6 | $6.8M | 19k | 368.83 |
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| salesforce (CRM) | 0.6 | $6.7M | +4% | 20k | 334.33 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $6.7M | 35k | 190.88 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $6.6M | 94k | 70.28 |
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| Abbvie (ABBV) | 0.5 | $6.5M | +10% | 37k | 177.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $6.5M | -22% | 12k | 538.82 |
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| Fortinet (FTNT) | 0.5 | $6.2M | +5% | 66k | 94.48 |
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| Procter & Gamble Company (PG) | 0.5 | $6.2M | 37k | 167.65 |
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| Goldman Sachs (GS) | 0.5 | $6.0M | +2% | 10k | 572.62 |
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| Cummins (CMI) | 0.5 | $5.8M | 17k | 348.59 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $5.7M | +4% | 112k | 50.37 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $5.5M | 48k | 115.72 |
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| Servicenow (NOW) | 0.4 | $5.4M | +5% | 5.1k | 1060.12 |
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| Eaton Corp SHS (ETN) | 0.4 | $5.4M | +9% | 16k | 331.87 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.3M | 24k | 220.96 |
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| Metropcs Communications (TMUS) | 0.4 | $5.3M | +7% | 24k | 220.73 |
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| Woodward Governor Company (WWD) | 0.4 | $5.0M | 30k | 166.42 |
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| AFLAC Incorporated (AFL) | 0.4 | $5.0M | -2% | 48k | 103.44 |
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| Yum! Brands (YUM) | 0.4 | $4.9M | -2% | 37k | 134.16 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.9M | +16% | 6.3k | 772.00 |
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| Church & Dwight (CHD) | 0.4 | $4.8M | -3% | 46k | 104.71 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $4.8M | -10% | 52k | 92.72 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $4.7M | 138k | 34.13 |
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| Chevron Corporation (CVX) | 0.4 | $4.6M | 32k | 144.84 |
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| Netflix (NFLX) | 0.4 | $4.5M | -9% | 5.0k | 891.32 |
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| Zoetis Cl A (ZTS) | 0.4 | $4.5M | -4% | 28k | 162.93 |
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| Marriott Intl Cl A (MAR) | 0.4 | $4.5M | 16k | 278.94 |
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| W.W. Grainger (GWW) | 0.4 | $4.5M | +9% | 4.2k | 1054.05 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $4.4M | +38% | 88k | 50.71 |
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| Morningstar (MORN) | 0.4 | $4.3M | 13k | 336.76 |
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| Johnson & Johnson (JNJ) | 0.3 | $4.2M | -3% | 29k | 144.62 |
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| Paychex (PAYX) | 0.3 | $4.2M | -10% | 30k | 140.22 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $4.2M | 80k | 52.22 |
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| Shell Spon Ads (SHEL) | 0.3 | $4.1M | +2% | 66k | 62.65 |
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| Linde SHS (LIN) | 0.3 | $4.1M | -3% | 9.8k | 418.65 |
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| Broadcom (AVGO) | 0.3 | $4.0M | +59% | 17k | 231.84 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $4.0M | +89% | 78k | 51.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.9M | 16k | 242.13 |
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| Ge Aerospace Com New (GE) | 0.3 | $3.8M | 23k | 166.79 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $3.7M | +16% | 43k | 87.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.4M | -3% | 6.7k | 511.23 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.4M | -2% | 32k | 107.57 |
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| Walt Disney Company (DIS) | 0.3 | $3.4M | 31k | 111.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.3M | +10% | 9.4k | 351.79 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $3.3M | +187% | 54k | 60.30 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $3.2M | +11% | 85k | 37.53 |
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| Carrier Global Corporation (CARR) | 0.3 | $3.1M | 46k | 68.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.1M | -7% | 11k | 289.80 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $3.1M | +3% | 82k | 37.12 |
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| Fortive (FTV) | 0.2 | $3.0M | -5% | 40k | 75.00 |
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| Prologis (PLD) | 0.2 | $2.9M | 28k | 105.70 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $2.9M | -3% | 38k | 76.24 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.8M | +10% | 23k | 125.72 |
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| Nike CL B (NKE) | 0.2 | $2.8M | -10% | 37k | 75.67 |
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| Capital One Financial (COF) | 0.2 | $2.8M | 16k | 178.32 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.8M | 72k | 38.37 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $2.7M | 21k | 128.70 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $2.7M | -2% | 11k | 247.16 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.6M | +272% | 113k | 23.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.6M | -7% | 43k | 59.73 |
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| Honeywell International (HON) | 0.2 | $2.6M | -20% | 11k | 225.88 |
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| L3harris Technologies (LHX) | 0.2 | $2.5M | +3% | 12k | 210.28 |
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| AutoZone (AZO) | 0.2 | $2.4M | +3% | 756.00 | 3202.00 |
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| Ge Vernova (GEV) | 0.2 | $2.4M | -18% | 7.2k | 328.93 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.4M | 8.8k | 269.70 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $2.3M | +8% | 40k | 57.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.3M | -4% | 33k | 70.24 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | +3% | 4.3k | 526.57 |
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| Lowe's Companies (LOW) | 0.2 | $2.2M | 8.9k | 246.80 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.2M | +194% | 96k | 22.70 |
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| Citigroup Com New (C) | 0.2 | $2.2M | 31k | 70.39 |
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| Cme (CME) | 0.2 | $2.1M | -6% | 9.2k | 232.23 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $2.1M | 23k | 92.61 |
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| Waste Management (WM) | 0.2 | $2.1M | 10k | 201.79 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.1M | 18k | 115.18 |
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| Becton, Dickinson and (BDX) | 0.2 | $2.0M | -7% | 9.0k | 226.87 |
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| Fastenal Company (FAST) | 0.2 | $2.0M | 28k | 71.91 |
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| Anthem (ELV) | 0.2 | $2.0M | -3% | 5.4k | 368.90 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $2.0M | 21k | 95.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.9M | -3% | 25k | 78.01 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.9M | -2% | 27k | 68.94 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $1.9M | -5% | 18k | 101.85 |
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| American Express Company (AXP) | 0.1 | $1.8M | -2% | 6.0k | 296.79 |
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| eBay (EBAY) | 0.1 | $1.8M | 29k | 61.95 |
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| Illinois Tool Works (ITW) | 0.1 | $1.8M | -6% | 7.0k | 253.57 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.7M | +372% | 9.7k | 175.23 |
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| ConocoPhillips (COP) | 0.1 | $1.7M | +23% | 17k | 99.17 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.6M | 19k | 84.86 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $1.6M | 25k | 66.53 |
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| Pfizer (PFE) | 0.1 | $1.6M | -4% | 61k | 26.53 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.5M | -2% | 13k | 117.50 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.5M | +10% | 11k | 139.41 |
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| Phillips 66 (PSX) | 0.1 | $1.5M | -2% | 13k | 113.93 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.5M | +58% | 30k | 49.84 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | -8% | 23k | 59.20 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.4M | +9% | 8.2k | 165.16 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -9% | 13k | 99.48 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | +9% | 4.4k | 292.73 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | 14k | 90.93 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.2M | -15% | 14k | 90.91 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $1.2M | 39k | 30.73 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.1M | 898.00 | 1267.28 |
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| Paypal Holdings (PYPL) | 0.1 | $1.1M | -2% | 13k | 85.35 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.1M | 12k | 90.35 |
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| Workday Cl A (WDAY) | 0.1 | $1.1M | +42% | 4.2k | 258.03 |
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| Kenvue (KVUE) | 0.1 | $1.1M | -41% | 50k | 21.35 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.1M | +9% | 12k | 86.89 |
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| Tesla Motors (TSLA) | 0.1 | $1.0M | -4% | 2.5k | 403.84 |
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| International Business Machines (IBM) | 0.1 | $1000k | +11% | 4.5k | 219.82 |
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| Sap Se Spon Adr (SAP) | 0.1 | $926k | -3% | 3.8k | 246.21 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $919k | -10% | 2.7k | 342.77 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $910k | +7% | 18k | 50.11 |
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| Bank of America Corporation (BAC) | 0.1 | $892k | +32% | 20k | 43.95 |
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| Voya Financial (VOYA) | 0.1 | $864k | 13k | 68.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $856k | -45% | 4.8k | 178.08 |
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| Coca-Cola Company (KO) | 0.1 | $853k | 14k | 62.26 |
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| Align Technology (ALGN) | 0.1 | $840k | -56% | 4.0k | 208.51 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $825k | +3% | 2.1k | 401.58 |
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| Applied Materials (AMAT) | 0.1 | $789k | +26% | 4.9k | 162.63 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $788k | +93% | 31k | 25.86 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $763k | 4.1k | 187.45 |
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| Casey's General Stores (CASY) | 0.1 | $747k | +7% | 1.9k | 396.23 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $734k | 7.7k | 95.36 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $732k | +26% | 25k | 29.86 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $727k | +201% | 26k | 27.71 |
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| Bristol Myers Squibb (BMY) | 0.1 | $726k | -32% | 13k | 56.56 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $723k | +69% | 3.9k | 187.51 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $718k | -12% | 1.7k | 410.44 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $716k | -13% | 8.4k | 85.66 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $712k | +17% | 14k | 51.51 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $711k | 17k | 41.82 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $698k | 7.8k | 89.08 |
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| Quanta Services (PWR) | 0.1 | $685k | 2.2k | 316.05 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $674k | +8% | 6.4k | 105.48 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $663k | 11k | 58.52 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $662k | -33% | 3.4k | 195.83 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $647k | -3% | 8.4k | 76.90 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $644k | 8.7k | 74.27 |
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| 3M Company (MMM) | 0.1 | $638k | -2% | 4.9k | 129.10 |
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| Abbott Laboratories (ABT) | 0.1 | $636k | -5% | 5.6k | 113.11 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $630k | -2% | 2.7k | 232.50 |
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| Cigna Corp (CI) | 0.1 | $625k | 2.3k | 276.14 |
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| Southern Company (SO) | 0.1 | $613k | +172% | 7.4k | 82.32 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $609k | NEW | 12k | 51.73 |
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| Sherwin-Williams Company (SHW) | 0.0 | $607k | +3% | 1.8k | 339.97 |
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| Caterpillar (CAT) | 0.0 | $604k | -2% | 1.7k | 362.80 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $575k | -11% | 15k | 39.06 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $573k | 7.7k | 74.76 |
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| Gilead Sciences (GILD) | 0.0 | $555k | 6.0k | 92.36 |
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| CVS Caremark Corporation (CVS) | 0.0 | $554k | -9% | 12k | 44.89 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $546k | +50% | 9.5k | 57.31 |
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| Yum China Holdings (YUMC) | 0.0 | $542k | -7% | 11k | 48.17 |
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| Booking Holdings (BKNG) | 0.0 | $532k | NEW | 107.00 | 4968.42 |
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| Equinix (EQIX) | 0.0 | $527k | +3% | 559.00 | 942.89 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $521k | -2% | 1.2k | 444.68 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $519k | 3.9k | 132.10 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $517k | 11k | 48.33 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $508k | 6.5k | 78.18 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $495k | +8% | 2.7k | 185.13 |
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| Alcoa (AA) | 0.0 | $484k | +3% | 13k | 37.78 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $462k | 8.0k | 57.41 |
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| Starbucks Corporation (SBUX) | 0.0 | $453k | -8% | 5.0k | 91.26 |
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| Copart (CPRT) | 0.0 | $451k | 7.9k | 57.39 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $432k | -4% | 3.7k | 116.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $417k | 2.4k | 172.42 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $414k | +197% | 15k | 28.35 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $414k | 5.5k | 75.61 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $411k | 577.00 | 712.33 |
|
|
| Norfolk Southern (NSC) | 0.0 | $403k | 1.7k | 234.70 |
|
|
| Deere & Company (DE) | 0.0 | $401k | 946.00 | 423.70 |
|
|
| Emerson Electric (EMR) | 0.0 | $392k | -35% | 3.2k | 123.93 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $387k | 5.2k | 74.36 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $361k | NEW | 7.0k | 51.99 |
|
| FedEx Corporation (FDX) | 0.0 | $355k | -2% | 1.3k | 281.33 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $354k | -6% | 178.00 | 1990.93 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $354k | -2% | 17k | 20.65 |
|
| American Tower Reit (AMT) | 0.0 | $346k | -3% | 1.9k | 183.41 |
|
| McKesson Corporation (MCK) | 0.0 | $343k | -5% | 602.00 | 569.91 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $343k | -14% | 3.5k | 97.31 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $339k | NEW | 841.00 | 402.70 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $330k | +3% | 2.5k | 131.06 |
|
| Hubbell (HUBB) | 0.0 | $325k | 775.00 | 418.89 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $321k | NEW | 3.2k | 100.32 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $318k | 2.3k | 135.37 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $317k | -2% | 1.2k | 264.13 |
|
| Qualcomm (QCOM) | 0.0 | $314k | -13% | 2.0k | 153.62 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $310k | +23% | 7.0k | 44.05 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $305k | 4.0k | 75.69 |
|
|
| EOG Resources (EOG) | 0.0 | $301k | +5% | 2.5k | 122.58 |
|
| D.R. Horton (DHI) | 0.0 | $297k | 2.1k | 139.82 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $297k | NEW | 3.9k | 75.63 |
|
| Shopify Cl A (SHOP) | 0.0 | $291k | 2.7k | 106.33 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $291k | 245.00 | 1185.80 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $287k | -20% | 2.3k | 126.75 |
|
| Dupont De Nemours (DD) | 0.0 | $285k | 3.7k | 76.26 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $285k | -3% | 1.3k | 212.41 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $283k | 2.9k | 96.81 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $281k | -3% | 760.00 | 369.35 |
|
| CSX Corporation (CSX) | 0.0 | $280k | 8.7k | 32.27 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $278k | -36% | 1.2k | 240.28 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $271k | -52% | 5.4k | 50.43 |
|
| Hartford Financial Services (HIG) | 0.0 | $271k | -6% | 2.5k | 109.40 |
|
| Entergy Corporation (ETR) | 0.0 | $264k | +90% | 3.5k | 75.82 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $264k | 11k | 23.76 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $261k | 3.2k | 81.03 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $260k | 488.00 | 532.43 |
|
|
| Philip Morris International (PM) | 0.0 | $260k | 2.2k | 120.35 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $257k | -22% | 528.00 | 485.94 |
|
| Descartes Sys Grp (DSGX) | 0.0 | $256k | 2.3k | 113.60 |
|
|
| Carlyle Group (CG) | 0.0 | $256k | 5.1k | 50.49 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $254k | 8.1k | 31.36 |
|
|
| Element Solutions (ESI) | 0.0 | $252k | +23% | 9.9k | 25.43 |
|
| Progressive Corporation (PGR) | 0.0 | $251k | 1.0k | 239.61 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $245k | +384% | 4.6k | 53.06 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $245k | +104% | 13k | 18.50 |
|
| Waste Connections (WCN) | 0.0 | $239k | 1.4k | 171.49 |
|
|
| Fiserv (FI) | 0.0 | $235k | 1.1k | 205.42 |
|
|
| Axon Enterprise (AXON) | 0.0 | $232k | NEW | 390.00 | 594.32 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $232k | -9% | 12k | 19.43 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $230k | +3% | 768.00 | 299.14 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $227k | 3.6k | 63.75 |
|
|
| Essential Utils (WTRG) | 0.0 | $227k | -19% | 6.2k | 36.32 |
|
| Discover Financial Services (DFS) | 0.0 | $225k | NEW | 1.3k | 173.23 |
|
| Hershey Company (HSY) | 0.0 | $224k | 1.3k | 169.35 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $221k | 2.8k | 78.93 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $216k | 2.0k | 110.58 |
|
|
| Middlefield Banc Corp Com New (MBCN) | 0.0 | $215k | 7.7k | 28.05 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $213k | -3% | 1.5k | 137.57 |
|
| Verizon Communications (VZ) | 0.0 | $211k | -2% | 5.3k | 39.99 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $210k | 13k | 15.67 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $210k | 368.00 | 569.58 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $208k | -26% | 2.4k | 86.02 |
|
| Edwards Lifesciences (EW) | 0.0 | $207k | -14% | 2.8k | 74.03 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $205k | 3.5k | 58.93 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $201k | NEW | 1.8k | 109.73 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- YHB Investment Advisors 2024 Q4 filed Jan. 22, 2025
- YHB Investment Advisors 2024 Q3 filed Oct. 22, 2024
- YHB Investment Advisors 2024 Q1 restated filed Aug. 15, 2024
- YHB Investment Advisors 2024 Q2 filed Aug. 1, 2024
- YHB Investment Advisors 2024 Q1 filed April 26, 2024
- YHB Investment Advisors 2023 Q4 filed Jan. 29, 2024
- YHB Investment Advisors 2023 Q3 filed Oct. 23, 2023
- YHB Investment Advisors 2023 Q2 filed Aug. 10, 2023
- YHB Investment Advisors 2023 Q1 filed May 8, 2023
- YHB Investment Advisors 2022 Q4 filed Jan. 12, 2023
- YHB Investment Advisors 2022 Q3 filed Nov. 3, 2022
- YHB Investment Advisors 2022 Q2 filed July 14, 2022
- YHB Investment Advisors 2022 Q1 filed April 14, 2022
- YHB Investment Advisors 2021 Q4 filed Jan. 18, 2022
- YHB Investment Advisors 2021 Q3 filed Oct. 28, 2021
- YHB Investment Advisors 2021 Q2 filed July 15, 2021