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 21.72% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, IWB, IJR, SPLG, ETN, JMST, LLY, QUAL, SCHG, MRK.
- Started 12 new stock positions in ETR, HCA, SCHK, MBCN, SHOP, JGRO, RBC, FI, ONTO, GIS. IYF, MDY.
- Reduced shares in these 10 stocks: LRCX (-$12M), SGOV, MSFT, MOAT, , ACWI, AAPL, COST, PAYX, URI.
- Sold out of its positions in BLK, CDW, CYBN, General Moly Inc Com Stk, INTC, SGOV, LRCX, MRVL, MU.
- YHB Investment Advisors was a net seller of stock by $-23M.
- YHB Investment Advisors has $1.2B in assets under management (AUM), dropping by 3.90%.
- Central Index Key (CIK): 0001469219
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Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 280 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.9 | $83M | 357k | 233.00 |
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| Microsoft Corporation (MSFT) | 5.3 | $64M | -4% | 149k | 430.30 |
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| Amazon (AMZN) | 3.4 | $41M | 220k | 186.33 |
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| Costco Wholesale Corporation (COST) | 3.3 | $39M | 45k | 886.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $35M | 75k | 460.26 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $29M | 462k | 62.32 |
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| Thermo Fisher Scientific (TMO) | 2.4 | $29M | 46k | 618.57 |
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| NVIDIA Corporation (NVDA) | 2.3 | $28M | 230k | 121.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $27M | 164k | 165.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $25M | 147k | 167.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $24M | +4% | 202k | 116.96 |
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| Visa Com Cl A (V) | 1.9 | $23M | 85k | 274.95 |
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| Danaher Corporation (DHR) | 1.9 | $23M | 82k | 278.02 |
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| Ecolab (ECL) | 1.6 | $19M | 75k | 255.33 |
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| UnitedHealth (UNH) | 1.5 | $18M | 31k | 584.69 |
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| Stryker Corporation (SYK) | 1.4 | $17M | 47k | 361.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $17M | 29k | 573.76 |
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| Home Depot (HD) | 1.3 | $16M | 38k | 405.20 |
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| United Rentals (URI) | 1.3 | $16M | -3% | 19k | 809.73 |
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| Amgen (AMGN) | 1.1 | $14M | 43k | 322.21 |
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| Pepsi (PEP) | 1.1 | $14M | 81k | 170.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $13M | +3% | 127k | 104.18 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $13M | +11% | 41k | 314.39 |
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| Intuit (INTU) | 1.0 | $13M | -3% | 20k | 621.00 |
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| Oracle Corporation (ORCL) | 1.0 | $12M | 73k | 170.40 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $11M | -3% | 22k | 491.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $11M | +3% | 19k | 576.82 |
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| McDonald's Corporation (MCD) | 0.9 | $11M | 35k | 304.51 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $10M | 108k | 95.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $9.7M | 115k | 84.53 |
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| TJX Companies (TJX) | 0.8 | $9.4M | -2% | 80k | 117.54 |
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| Amphenol Corp Cl A (APH) | 0.8 | $9.2M | -3% | 141k | 65.16 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $9.1M | +3% | 43k | 210.86 |
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| Aon Shs Cl A (AON) | 0.7 | $9.0M | 26k | 345.99 |
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| Union Pacific Corporation (UNP) | 0.7 | $8.9M | 36k | 246.48 |
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| Nextera Energy (NEE) | 0.7 | $8.7M | 103k | 84.53 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.7 | $8.5M | 312k | 27.36 |
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| Carlisle Companies (CSL) | 0.7 | $8.2M | 18k | 449.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $8.1M | 15k | 527.68 |
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| Meta Platforms Cl A (META) | 0.7 | $7.9M | 14k | 572.44 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $7.7M | -3% | 77k | 100.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $7.3M | 93k | 78.05 |
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| Wal-Mart Stores (WMT) | 0.6 | $6.9M | -2% | 86k | 80.75 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $6.9M | 35k | 197.17 |
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| Abbvie (ABBV) | 0.5 | $6.6M | 33k | 197.48 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $6.5M | +5% | 38k | 173.67 |
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| Procter & Gamble Company (PG) | 0.5 | $6.4M | 37k | 173.20 |
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| Palo Alto Networks (PANW) | 0.5 | $6.3M | +4% | 18k | 341.80 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $5.7M | 47k | 121.16 |
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| Zoetis Cl A (ZTS) | 0.5 | $5.7M | -2% | 29k | 195.38 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $5.6M | -29% | 58k | 96.95 |
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| AFLAC Incorporated (AFL) | 0.5 | $5.5M | 49k | 111.80 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $5.5M | -4% | 108k | 50.74 |
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| Cummins (CMI) | 0.5 | $5.4M | -2% | 17k | 323.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.4M | 24k | 220.89 |
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| Yum! Brands (YUM) | 0.4 | $5.3M | 38k | 139.71 |
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| salesforce (CRM) | 0.4 | $5.3M | +4% | 19k | 273.71 |
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| Woodward Governor Company (WWD) | 0.4 | $5.2M | 30k | 171.51 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $5.1M | 137k | 37.56 |
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| Goldman Sachs (GS) | 0.4 | $5.0M | -7% | 10k | 495.11 |
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| Church & Dwight (CHD) | 0.4 | $5.0M | 47k | 104.72 |
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| Eaton Corp SHS (ETN) | 0.4 | $4.9M | +18% | 15k | 331.44 |
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| Johnson & Johnson (JNJ) | 0.4 | $4.9M | -6% | 30k | 162.06 |
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| Fortinet (FTNT) | 0.4 | $4.9M | 63k | 77.55 |
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| Linde SHS (LIN) | 0.4 | $4.8M | 10k | 476.84 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.8M | +16% | 5.4k | 885.94 |
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| Metropcs Communications (TMUS) | 0.4 | $4.6M | +6% | 22k | 206.36 |
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| Chevron Corporation (CVX) | 0.4 | $4.6M | -2% | 31k | 147.27 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $4.5M | 78k | 57.41 |
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| Paychex (PAYX) | 0.4 | $4.5M | -9% | 33k | 134.19 |
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| Servicenow (NOW) | 0.4 | $4.3M | +7% | 4.9k | 894.39 |
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| Ge Aerospace Com New (GE) | 0.4 | $4.2M | 23k | 188.58 |
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| Shell Spon Ads (SHEL) | 0.4 | $4.2M | +2% | 64k | 65.95 |
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| Morningstar (MORN) | 0.3 | $4.1M | -4% | 13k | 319.12 |
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| W.W. Grainger (GWW) | 0.3 | $4.0M | +5% | 3.9k | 1038.81 |
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| Marriott Intl Cl A (MAR) | 0.3 | $4.0M | 16k | 248.60 |
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| Netflix (NFLX) | 0.3 | $3.9M | -3% | 5.6k | 709.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.9M | 16k | 243.06 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.8M | 33k | 117.22 |
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| Carrier Global Corporation (CARR) | 0.3 | $3.7M | 46k | 80.49 |
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| Nike CL B (NKE) | 0.3 | $3.6M | -7% | 41k | 88.40 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $3.5M | +2% | 21k | 162.76 |
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| Prologis (PLD) | 0.3 | $3.5M | 27k | 126.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $3.4M | 46k | 73.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.4M | 7.0k | 488.07 |
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| Fortive (FTV) | 0.3 | $3.3M | -4% | 42k | 78.93 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $3.3M | +6% | 79k | 41.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.3M | -7% | 12k | 283.16 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $3.2M | +31% | 63k | 50.94 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $3.2M | 77k | 41.77 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $3.2M | -7% | 39k | 82.30 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $3.0M | +3% | 37k | 82.94 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.0M | +9% | 8.5k | 353.48 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $3.0M | 72k | 41.28 |
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| Anthem (ELV) | 0.2 | $2.9M | -6% | 5.7k | 520.00 |
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| Honeywell International (HON) | 0.2 | $2.9M | -10% | 14k | 206.70 |
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| Walt Disney Company (DIS) | 0.2 | $2.9M | -4% | 30k | 96.19 |
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| L3harris Technologies (LHX) | 0.2 | $2.8M | +6% | 12k | 237.87 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $2.6M | 11k | 230.50 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $2.4M | 23k | 103.94 |
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| Lowe's Companies (LOW) | 0.2 | $2.4M | 8.9k | 270.85 |
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| Align Technology (ALGN) | 0.2 | $2.4M | -4% | 9.3k | 254.33 |
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| Capital One Financial (COF) | 0.2 | $2.4M | 16k | 149.73 |
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| Becton, Dickinson and (BDX) | 0.2 | $2.3M | 9.7k | 241.10 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.3M | 8.9k | 263.29 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $2.3M | +11% | 37k | 62.70 |
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| AutoZone (AZO) | 0.2 | $2.3M | 731.00 | 3150.04 |
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| Ge Vernova (GEV) | 0.2 | $2.3M | -9% | 8.9k | 254.98 |
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| Cme (CME) | 0.2 | $2.2M | -14% | 9.9k | 220.65 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $2.2M | +2% | 19k | 111.86 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.2M | -2% | 41k | 52.66 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.2M | 32k | 66.52 |
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| Waste Management (WM) | 0.2 | $2.2M | -5% | 10k | 207.60 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.1M | 21k | 104.24 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.1M | +7% | 18k | 112.94 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | +5% | 4.2k | 493.80 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.0M | +5% | 30k | 67.85 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.0M | 26k | 79.42 |
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| Fastenal Company (FAST) | 0.2 | $2.0M | -9% | 28k | 71.42 |
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| Kenvue (KVUE) | 0.2 | $2.0M | -7% | 87k | 23.13 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $2.0M | 21k | 94.72 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.0M | 35k | 56.49 |
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| Illinois Tool Works (ITW) | 0.2 | $2.0M | 7.5k | 262.07 |
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| Alcon Ord Shs (ALC) | 0.2 | $1.9M | 19k | 100.02 |
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| Citigroup Com New (C) | 0.2 | $1.9M | 31k | 62.60 |
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| Broadcom (AVGO) | 0.2 | $1.9M | +1068% | 11k | 172.50 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.9M | +72% | 28k | 67.51 |
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| eBay (EBAY) | 0.2 | $1.9M | -2% | 29k | 65.11 |
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| Pfizer (PFE) | 0.2 | $1.8M | -8% | 63k | 28.94 |
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| Phillips 66 (PSX) | 0.1 | $1.7M | -3% | 13k | 131.45 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $1.7M | 25k | 69.82 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | -6% | 16k | 103.81 |
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| Merck & Co (MRK) | 0.1 | $1.7M | +32% | 15k | 113.56 |
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| American Express Company (AXP) | 0.1 | $1.7M | +2% | 6.1k | 271.20 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.6M | -52% | 13k | 119.55 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.6M | +49% | 8.8k | 179.30 |
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| ConocoPhillips (COP) | 0.1 | $1.5M | +3% | 14k | 105.28 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | -6% | 25k | 53.22 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.3M | 898.00 | 1427.13 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | 14k | 91.93 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.3M | 9.6k | 131.91 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $1.2M | -2% | 39k | 30.85 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.1M | -13% | 12k | 93.11 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | -2% | 4.0k | 276.73 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.1M | +6% | 19k | 57.62 |
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| Paypal Holdings (PYPL) | 0.1 | $1.0M | -5% | 13k | 78.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | -3% | 5.1k | 198.06 |
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| Voya Financial (VOYA) | 0.1 | $995k | 13k | 79.22 |
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| Coca-Cola Company (KO) | 0.1 | $987k | -3% | 14k | 71.86 |
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| Bristol Myers Squibb (BMY) | 0.1 | $981k | -2% | 19k | 51.74 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $972k | +19% | 11k | 87.74 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $967k | 3.0k | 324.08 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $938k | +64% | 19k | 50.50 |
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| Apollo Global Mgmt (APO) | 0.1 | $937k | +7% | 7.5k | 124.91 |
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| International Business Machines (IBM) | 0.1 | $901k | 4.1k | 221.07 |
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| Sap Se Spon Adr (SAP) | 0.1 | $897k | 3.9k | 229.10 |
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| CVS Caremark Corporation (CVS) | 0.1 | $855k | -5% | 14k | 62.88 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $853k | +18% | 9.7k | 87.80 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $845k | +5% | 17k | 50.18 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $831k | 8.7k | 95.90 |
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| Humana (HUM) | 0.1 | $815k | 2.6k | 316.74 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $810k | +4% | 16k | 51.50 |
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| Cigna Corp (CI) | 0.1 | $798k | +18% | 2.3k | 346.44 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $781k | 4.1k | 192.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $780k | 17k | 45.86 |
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| Applied Materials (AMAT) | 0.1 | $777k | -3% | 3.8k | 202.05 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $764k | 2.0k | 383.93 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $754k | 7.7k | 97.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $744k | 2.0k | 375.38 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $737k | 7.7k | 95.74 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $722k | +3% | 8.7k | 83.09 |
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| Workday Cl A (WDAY) | 0.1 | $722k | +26% | 3.0k | 244.41 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.1 | $714k | 17k | 43.08 |
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| 3M Company (MMM) | 0.1 | $690k | -3% | 5.0k | 136.71 |
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| Tesla Motors (TSLA) | 0.1 | $684k | +16% | 2.6k | 261.63 |
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| Abbott Laboratories (ABT) | 0.1 | $676k | -8% | 5.9k | 114.01 |
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| Caterpillar (CAT) | 0.1 | $671k | -2% | 1.7k | 391.11 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $671k | -17% | 8.7k | 77.18 |
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| Casey's General Stores (CASY) | 0.1 | $660k | +7% | 1.8k | 375.71 |
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| Sherwin-Williams Company (SHW) | 0.1 | $657k | +10% | 1.7k | 381.71 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $643k | +6% | 11k | 56.73 |
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| Quanta Services (PWR) | 0.1 | $642k | 2.2k | 298.15 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $634k | +30% | 12k | 53.72 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $631k | 2.8k | 225.79 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $628k | -4% | 5.9k | 106.19 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $621k | +25% | 1.2k | 517.78 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $610k | 6.5k | 93.85 |
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| Bank of America Corporation (BAC) | 0.1 | $610k | -15% | 15k | 39.68 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $607k | 577.00 | 1051.24 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $593k | 7.7k | 77.29 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $586k | +15% | 19k | 30.28 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $569k | 11k | 50.74 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $567k | -6% | 4.0k | 142.04 |
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| Yum China Holdings (YUMC) | 0.0 | $549k | -24% | 12k | 45.02 |
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| Emerson Electric (EMR) | 0.0 | $538k | 4.9k | 109.37 |
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| Starbucks Corporation (SBUX) | 0.0 | $527k | +3% | 5.4k | 97.49 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $506k | 8.0k | 63.00 |
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| Gilead Sciences (GILD) | 0.0 | $506k | -4% | 6.0k | 83.84 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $485k | -17% | 11k | 45.32 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $483k | -6% | 3.9k | 123.53 |
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| Equinix (EQIX) | 0.0 | $481k | 542.00 | 887.63 |
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| Alcoa (AA) | 0.0 | $477k | 12k | 38.58 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $474k | 4.1k | 115.02 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $470k | +2% | 2.3k | 206.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $469k | 2.5k | 189.80 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $466k | +6% | 3.6k | 128.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $464k | 5.5k | 83.63 |
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| American Tower Reit (AMT) | 0.0 | $456k | -8% | 2.0k | 232.56 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $441k | 8.6k | 51.54 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $433k | -36% | 1.8k | 237.21 |
|
| Norfolk Southern (NSC) | 0.0 | $427k | 1.7k | 248.50 |
|
|
| Copart (CPRT) | 0.0 | $412k | 7.9k | 52.40 |
|
|
| D.R. Horton (DHI) | 0.0 | $406k | 2.1k | 190.77 |
|
|
| Qualcomm (QCOM) | 0.0 | $402k | +3% | 2.4k | 170.05 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $400k | +28% | 685.00 | 584.56 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $400k | 5.2k | 76.82 |
|
|
| Deere & Company (DE) | 0.0 | $396k | 949.00 | 417.33 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $391k | +11% | 3.3k | 119.07 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $391k | -6% | 6.3k | 61.57 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $381k | 6.0k | 63.26 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $371k | -11% | 191.00 | 1943.52 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $371k | 2.4k | 153.13 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $366k | 2.0k | 179.16 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $362k | -4% | 18k | 20.65 |
|
| FedEx Corporation (FDX) | 0.0 | $355k | -7% | 1.3k | 273.68 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $347k | 2.4k | 142.26 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $334k | 2.8k | 117.29 |
|
|
| Dupont De Nemours (DD) | 0.0 | $333k | 3.7k | 89.12 |
|
|
| Hubbell (HUBB) | 0.0 | $332k | 775.00 | 428.35 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $331k | 2.4k | 139.49 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $327k | -2% | 4.1k | 80.78 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $323k | 1.2k | 263.83 |
|
|
| McKesson Corporation (MCK) | 0.0 | $315k | 637.00 | 494.42 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $312k | 2.6k | 117.61 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $310k | +4% | 1.4k | 223.09 |
|
| Trane Technologies SHS (TT) | 0.0 | $307k | 790.00 | 388.73 |
|
|
| CSX Corporation (CSX) | 0.0 | $305k | -3% | 8.8k | 34.53 |
|
| Essential Utils (WTRG) | 0.0 | $300k | -5% | 7.8k | 38.57 |
|
| EOG Resources (EOG) | 0.0 | $287k | -5% | 2.3k | 122.93 |
|
| O'reilly Automotive (ORLY) | 0.0 | $282k | -5% | 245.00 | 1151.60 |
|
| Tractor Supply Company (TSCO) | 0.0 | $278k | 955.00 | 290.93 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $273k | 5.7k | 47.85 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $273k | +2% | 1.7k | 164.08 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $272k | NEW | 4.9k | 55.29 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $272k | 11k | 24.49 |
|
|
| Progressive Corporation (PGR) | 0.0 | $269k | 1.1k | 253.76 |
|
|
| Hca Holdings (HCA) | 0.0 | $268k | NEW | 659.00 | 406.43 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $266k | 6.5k | 41.12 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $264k | 2.9k | 90.40 |
|
|
| Philip Morris International (PM) | 0.0 | $262k | +4% | 2.2k | 121.40 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $257k | 13k | 19.56 |
|
|
| Hershey Company (HSY) | 0.0 | $253k | 1.3k | 191.78 |
|
|
| Waste Connections (WCN) | 0.0 | $249k | 1.4k | 178.97 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $247k | 1.6k | 154.02 |
|
|
| Southern Company (SO) | 0.0 | $246k | -7% | 2.7k | 90.18 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $246k | NEW | 3.2k | 76.88 |
|
| Verizon Communications (VZ) | 0.0 | $244k | -14% | 5.4k | 44.91 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $243k | 13k | 18.16 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $242k | +9% | 479.00 | 505.22 |
|
| Entergy Corporation (ETR) | 0.0 | $241k | NEW | 1.8k | 131.61 |
|
| Enterprise Products Partners (EPD) | 0.0 | $240k | -2% | 8.2k | 29.11 |
|
| Dow (DOW) | 0.0 | $236k | 4.3k | 54.63 |
|
|
| Descartes Sys Grp (DSGX) | 0.0 | $232k | 2.3k | 102.96 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $229k | 488.00 | 469.81 |
|
|
| Onto Innovation (ONTO) | 0.0 | $226k | NEW | 1.1k | 207.56 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $226k | 4.4k | 51.12 |
|
|
| Middlefield Banc Corp Com New (MBCN) | 0.0 | $225k | NEW | 7.8k | 28.80 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $223k | -2% | 3.5k | 64.74 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $222k | NEW | 743.00 | 299.38 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $222k | 3.6k | 62.20 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $219k | NEW | 2.7k | 80.14 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $219k | -5% | 11k | 19.72 |
|
| Element Solutions (ESI) | 0.0 | $218k | -33% | 8.0k | 27.16 |
|
| Carlyle Group (CG) | 0.0 | $218k | 5.1k | 43.06 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $217k | -14% | 2.8k | 77.61 |
|
| Edwards Lifesciences (EW) | 0.0 | $216k | -22% | 3.3k | 65.99 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $210k | NEW | 368.00 | 569.66 |
|
| General Mills (GIS) | 0.0 | $209k | NEW | 2.8k | 73.85 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $203k | NEW | 2.0k | 103.90 |
|
| Fiserv (FI) | 0.0 | $202k | NEW | 1.1k | 179.65 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- 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
- YHB Investment Advisors 2021 Q1 filed April 22, 2021