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, GOOGL, GOOG, and represent 20.96% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$19M), JPST (+$7.2M), NFLX (+$6.3M), IJH (+$5.9M), NOW, BLK, EQWL, SMLF, NBSD, ORLY.
- Started 13 new stock positions in XLY, XLI, Vaneck Etf Trust, HACK, MELI, DDD, LRCX, XLV, NBSD, TD. RAL, BLK, SPSM.
- Reduced shares in these 10 stocks: AAPL, IJR, MOAT, GOOG, GOOGL, PAYX, ASML, NVDA, BAH, PEP.
- Sold out of its positions in T, AMT, DSGX, DUK, DD, EME, FDX, RDVY, ICE, MSTR. OLLI, SCHK, TXRH, TYL, VTEB, VMC.
- YHB Investment Advisors was a net buyer of stock by $57M.
- YHB Investment Advisors has $1.4B in assets under management (AUM), dropping by 5.85%.
- Central Index Key (CIK): 0001469219
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Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 296 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $90M | -2% | 331k | 271.86 |
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| Microsoft Corporation (MSFT) | 5.0 | $72M | 148k | 483.62 |
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| Amazon (AMZN) | 3.5 | $50M | 217k | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $49M | 155k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $43M | -2% | 137k | 313.80 |
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| NVIDIA Corporation (NVDA) | 2.8 | $41M | 219k | 186.50 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $38M | +18% | 573k | 66.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $37M | 74k | 502.65 |
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| Costco Wholesale Corporation (COST) | 2.5 | $36M | 42k | 862.35 |
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| Visa Com Cl A (V) | 2.0 | $29M | 82k | 350.71 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $28M | 48k | 579.45 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.5 | $22M | +49% | 434k | 50.59 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $20M | +4% | 30k | 681.92 |
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| Danaher Corporation (DHR) | 1.4 | $20M | 88k | 228.92 |
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| Ecolab (ECL) | 1.4 | $20M | 76k | 262.52 |
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| Amphenol Corp Cl A (APH) | 1.3 | $19M | 140k | 135.14 |
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| Lam Research Corp Com New (LRCX) | 1.3 | $19M | NEW | 110k | 171.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $18M | -6% | 146k | 120.18 |
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| Stryker Corporation (SYK) | 1.2 | $17M | 48k | 351.47 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $17M | +2% | 508k | 32.62 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $17M | +2% | 51k | 322.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $16M | +6% | 24k | 684.95 |
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| United Rentals (URI) | 1.1 | $16M | 20k | 809.32 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $16M | 42k | 373.44 |
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| Amgen (AMGN) | 1.0 | $15M | 46k | 327.31 |
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| Home Depot (HD) | 1.0 | $14M | 40k | 344.10 |
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| Intuit (INTU) | 0.9 | $14M | 21k | 662.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $14M | 45k | 303.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $13M | 108k | 123.26 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $13M | +13% | 145k | 89.46 |
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| Oracle Corporation (ORCL) | 0.9 | $13M | 66k | 194.91 |
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| TJX Companies (TJX) | 0.9 | $13M | 82k | 153.61 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $13M | 22k | 566.36 |
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| Wal-Mart Stores (WMT) | 0.8 | $11M | +5% | 98k | 111.41 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.7 | $10M | +2% | 319k | 32.46 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.7 | $10M | +32% | 135k | 74.88 |
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| Goldman Sachs (GS) | 0.6 | $9.2M | 10k | 879.00 |
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| Meta Platforms Cl A (META) | 0.6 | $9.0M | 14k | 660.09 |
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| Woodward Governor Company (WWD) | 0.6 | $9.0M | 30k | 302.32 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $8.7M | 319k | 27.43 |
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| Aon Shs Cl A (AON) | 0.6 | $8.7M | 25k | 352.88 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $8.6M | 47k | 183.40 |
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| Eli Lilly & Co. (LLY) | 0.6 | $8.6M | +7% | 8.0k | 1074.68 |
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| Palo Alto Networks (PANW) | 0.6 | $8.6M | +3% | 47k | 184.20 |
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| Cummins (CMI) | 0.6 | $8.4M | 16k | 510.44 |
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| Abbvie (ABBV) | 0.6 | $8.4M | 37k | 228.49 |
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| Union Pacific Corporation (UNP) | 0.6 | $8.3M | 36k | 231.32 |
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| Nextera Energy (NEE) | 0.6 | $8.3M | 103k | 80.28 |
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| McDonald's Corporation (MCD) | 0.6 | $8.2M | 27k | 305.64 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $7.9M | +27% | 179k | 44.41 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $7.7M | 77k | 100.34 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $7.7M | +16% | 114k | 67.22 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $7.6M | 36k | 212.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $7.4M | -4% | 12k | 627.13 |
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| Netflix (NFLX) | 0.5 | $7.0M | +956% | 74k | 93.76 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.5 | $6.9M | +58% | 58k | 118.16 |
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| Ge Aerospace Com New (GE) | 0.5 | $6.6M | 21k | 308.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $6.6M | 17k | 396.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $6.6M | +2% | 27k | 246.16 |
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| Carlisle Companies (CSL) | 0.5 | $6.6M | 21k | 319.87 |
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| Eaton Corp SHS (ETN) | 0.5 | $6.5M | +6% | 21k | 318.51 |
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| Metropcs Communications (TMUS) | 0.4 | $6.4M | +8% | 32k | 203.04 |
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| Pepsi (PEP) | 0.4 | $6.4M | -7% | 44k | 143.52 |
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| Broadcom (AVGO) | 0.4 | $6.0M | -6% | 17k | 346.10 |
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| UnitedHealth (UNH) | 0.4 | $6.0M | -4% | 18k | 330.12 |
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| Fortinet (FTNT) | 0.4 | $5.9M | 74k | 79.41 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $5.9M | +9% | 116k | 50.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.7M | +24% | 9.3k | 614.33 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $5.5M | +8% | 121k | 45.45 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $5.4M | +5% | 50k | 106.70 |
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| salesforce (CRM) | 0.4 | $5.4M | -6% | 20k | 264.91 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $5.3M | +34% | 198k | 26.91 |
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| Yum! Brands (YUM) | 0.4 | $5.2M | 35k | 151.28 |
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| AFLAC Incorporated (AFL) | 0.3 | $5.1M | 46k | 110.27 |
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| W.W. Grainger (GWW) | 0.3 | $5.1M | +4% | 5.0k | 1009.05 |
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| Johnson & Johnson (JNJ) | 0.3 | $5.0M | -7% | 24k | 206.95 |
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| Marriott Intl Cl A (MAR) | 0.3 | $4.9M | 16k | 310.24 |
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| Procter & Gamble Company (PG) | 0.3 | $4.8M | -5% | 33k | 143.31 |
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| Shell Spon Ads (SHEL) | 0.3 | $4.7M | -2% | 64k | 73.48 |
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| Chevron Corporation (CVX) | 0.3 | $4.5M | -2% | 30k | 152.41 |
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| Servicenow (NOW) | 0.3 | $4.4M | +406% | 29k | 153.19 |
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| Capital One Financial (COF) | 0.3 | $4.0M | -2% | 17k | 242.36 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $4.0M | +16% | 85k | 46.81 |
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| Morgan Stanley Com New (MS) | 0.3 | $3.9M | 22k | 177.53 |
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| Linde SHS (LIN) | 0.3 | $3.8M | 8.9k | 426.37 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.7M | 31k | 120.34 |
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| Ge Vernova (GEV) | 0.3 | $3.7M | 5.7k | 653.57 |
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| L3harris Technologies (LHX) | 0.3 | $3.7M | +2% | 13k | 293.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.7M | 11k | 335.28 |
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| Spdr Series Trust State Street Spd (SPLG) | 0.2 | $3.6M | +19% | 45k | 80.22 |
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| Prologis (PLD) | 0.2 | $3.6M | 28k | 127.66 |
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| Church & Dwight (CHD) | 0.2 | $3.5M | 42k | 83.85 |
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| Citigroup Com New (C) | 0.2 | $3.4M | 30k | 116.69 |
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| Blackrock (BLK) | 0.2 | $3.4M | NEW | 3.2k | 1070.34 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $3.4M | -27% | 32k | 103.56 |
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| Walt Disney Company (DIS) | 0.2 | $3.2M | -3% | 28k | 113.77 |
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| Welltower Inc Com reit (WELL) | 0.2 | $3.2M | +9% | 17k | 185.61 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $3.1M | +11% | 60k | 52.88 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $3.0M | 11k | 287.25 |
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| AutoZone (AZO) | 0.2 | $2.9M | +3% | 846.00 | 3391.50 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $2.8M | +7% | 45k | 64.04 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.8M | 9.0k | 314.80 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.8M | 106k | 26.23 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $2.7M | -7% | 19k | 143.76 |
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| Zoetis Cl A (ZTS) | 0.2 | $2.7M | -9% | 21k | 125.82 |
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| O'reilly Automotive (ORLY) | 0.2 | $2.6M | +571% | 28k | 91.21 |
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| Waste Management (WM) | 0.2 | $2.5M | +3% | 12k | 219.71 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.2 | $2.4M | NEW | 48k | 51.18 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $2.4M | +20% | 48k | 50.43 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.4M | 26k | 93.20 |
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| eBay (EBAY) | 0.2 | $2.4M | 28k | 87.10 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $2.4M | -3% | 80k | 29.89 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $2.4M | -2% | 64k | 37.00 |
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| Carrier Global Corporation (CARR) | 0.2 | $2.4M | 45k | 52.84 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.4M | 4.1k | 570.88 |
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| Fastenal Company (FAST) | 0.2 | $2.3M | -3% | 57k | 40.13 |
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| Paychex (PAYX) | 0.2 | $2.2M | -24% | 20k | 112.18 |
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| American Express Company (AXP) | 0.2 | $2.2M | 5.9k | 369.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.1M | -3% | 11k | 198.62 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $2.1M | 16k | 132.37 |
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| Morningstar (MORN) | 0.1 | $2.1M | -13% | 9.7k | 217.31 |
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| Lowe's Companies (LOW) | 0.1 | $2.1M | 8.7k | 241.16 |
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| Cme (CME) | 0.1 | $2.1M | -4% | 7.6k | 273.08 |
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| Casey's General Stores (CASY) | 0.1 | $2.1M | +18% | 3.7k | 552.71 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $2.0M | 24k | 82.15 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.0M | -10% | 29k | 68.11 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.0M | -10% | 36k | 53.83 |
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| Anthem (ELV) | 0.1 | $1.9M | -2% | 5.3k | 350.55 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.9M | 21k | 87.35 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $1.9M | +38% | 28k | 66.43 |
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| Phillips 66 (PSX) | 0.1 | $1.8M | 14k | 129.04 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.8M | +5% | 10k | 177.75 |
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| Cisco Systems (CSCO) | 0.1 | $1.8M | 23k | 77.03 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.7M | -2% | 12k | 144.76 |
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| Fortive (FTV) | 0.1 | $1.7M | -13% | 31k | 55.21 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.7M | +128% | 12k | 143.97 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.6M | +4% | 9.8k | 167.94 |
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| ConocoPhillips (COP) | 0.1 | $1.6M | -2% | 17k | 93.61 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $1.6M | -4% | 16k | 99.78 |
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| International Business Machines (IBM) | 0.1 | $1.5M | 5.0k | 296.23 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.5M | +29% | 27k | 53.88 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.4M | -5% | 18k | 79.37 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.4M | +23% | 17k | 85.37 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | 14k | 96.88 |
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| Nike CL B (NKE) | 0.1 | $1.3M | -12% | 21k | 63.71 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $1.3M | +42% | 25k | 52.41 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.3M | +2% | 9.1k | 141.49 |
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| Illinois Tool Works (ITW) | 0.1 | $1.3M | -2% | 5.2k | 246.31 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | +4% | 4.8k | 256.99 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.2M | -4% | 15k | 79.73 |
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| Workday Cl A (WDAY) | 0.1 | $1.2M | -2% | 5.7k | 214.78 |
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| Pfizer (PFE) | 0.1 | $1.2M | -3% | 48k | 24.90 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.2M | -4% | 906.00 | 1329.85 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $1.1M | +4% | 37k | 30.20 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | -3% | 20k | 55.00 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $1.1M | 21k | 50.58 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $1.1M | -2% | 35k | 30.73 |
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| Cigna Corp (CI) | 0.1 | $1.1M | -3% | 3.9k | 275.23 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 15k | 69.91 |
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| Automatic Data Processing (ADP) | 0.1 | $1.0M | -8% | 4.1k | 257.23 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $1.0M | +16% | 11k | 92.80 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | +10% | 6.7k | 154.14 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $1.0M | +2% | 11k | 94.19 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | +7% | 3.1k | 324.03 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.0M | +100% | 11k | 91.38 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.0M | +17% | 10k | 100.38 |
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| Honeywell International (HON) | 0.1 | $1.0M | -31% | 5.1k | 195.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $995k | 2.1k | 473.30 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $976k | 11k | 92.43 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $973k | 4.1k | 239.62 |
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| Caterpillar (CAT) | 0.1 | $966k | 1.7k | 572.91 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $965k | +92% | 22k | 44.71 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $942k | -35% | 19k | 50.25 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $937k | 17k | 54.71 |
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| Voya Financial (VOYA) | 0.1 | $935k | 13k | 74.49 |
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| Becton, Dickinson and (BDX) | 0.1 | $924k | -14% | 4.8k | 194.07 |
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| Colgate-Palmolive Company (CL) | 0.1 | $905k | -4% | 11k | 79.02 |
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| Tesla Motors (TSLA) | 0.1 | $902k | +5% | 2.0k | 449.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $894k | -42% | 836.00 | 1069.86 |
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| Merck & Co (MRK) | 0.1 | $879k | -2% | 8.3k | 105.26 |
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| Quanta Services (PWR) | 0.1 | $864k | -8% | 2.0k | 422.06 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $857k | 1.8k | 487.86 |
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| Lennar Corp Cl A (LEN) | 0.1 | $823k | +14% | 8.0k | 102.80 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $810k | +2% | 27k | 30.07 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $796k | 7.7k | 103.37 |
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| Sap Se Spon Adr (SAP) | 0.1 | $785k | +28% | 3.2k | 242.91 |
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| Gilead Sciences (GILD) | 0.1 | $725k | 5.9k | 122.73 |
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| 3M Company (MMM) | 0.0 | $703k | -10% | 4.4k | 160.11 |
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| MercadoLibre (MELI) | 0.0 | $685k | NEW | 340.00 | 2014.26 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $680k | 8.2k | 83.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $664k | 3.0k | 219.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $656k | -27% | 3.4k | 191.56 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $655k | -7% | 6.3k | 104.72 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $650k | 15k | 44.15 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $633k | -3% | 5.9k | 106.70 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $626k | -6% | 22k | 28.48 |
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| Abbott Laboratories (ABT) | 0.0 | $625k | -3% | 5.0k | 125.29 |
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| Alcoa (AA) | 0.0 | $616k | -9% | 12k | 53.14 |
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| Paypal Holdings (PYPL) | 0.0 | $600k | -15% | 10k | 58.38 |
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| Bristol Myers Squibb (BMY) | 0.0 | $599k | 11k | 53.94 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $597k | 8.1k | 73.56 |
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| Humana (HUM) | 0.0 | $591k | -22% | 2.3k | 256.13 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $585k | 6.6k | 88.48 |
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| Micron Technology (MU) | 0.0 | $585k | -3% | 2.0k | 285.42 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $579k | 8.3k | 70.12 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $560k | +12% | 9.9k | 56.81 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $546k | 2.6k | 210.34 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $542k | 6.6k | 82.02 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $541k | -16% | 3.1k | 173.49 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $540k | +24% | 2.0k | 268.30 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $535k | 3.9k | 137.87 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $534k | 5.6k | 96.03 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $523k | -7% | 9.2k | 56.96 |
|
| Booking Holdings (BKNG) | 0.0 | $514k | -5% | 96.00 | 5355.33 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $509k | 11k | 45.80 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $489k | -14% | 8.9k | 54.77 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $468k | NEW | 3.9k | 119.41 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $466k | -10% | 3.4k | 139.16 |
|
| Yum China Holdings (YUMC) | 0.0 | $448k | -5% | 9.4k | 47.74 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $445k | +3% | 19k | 24.04 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $439k | 2.7k | 160.97 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $438k | 568.00 | 771.87 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $414k | 5.5k | 75.44 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $413k | -15% | 5.2k | 79.36 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $405k | +41% | 8.0k | 50.58 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $401k | 1.1k | 349.99 |
|
|
| Deere & Company (DE) | 0.0 | $394k | 846.00 | 465.57 |
|
|
| Equinix (EQIX) | 0.0 | $392k | +4% | 511.00 | 766.16 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $382k | NEW | 2.5k | 155.12 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $381k | -5% | 841.00 | 453.36 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $373k | 7.7k | 48.60 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $372k | -5% | 1.8k | 208.75 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $368k | 8.5k | 43.30 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $361k | 13k | 28.00 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $354k | -2% | 569.00 | 622.66 |
|
| Emerson Electric (EMR) | 0.0 | $353k | -15% | 2.7k | 132.72 |
|
| Norfolk Southern (NSC) | 0.0 | $352k | -29% | 1.2k | 288.72 |
|
| Qualcomm (QCOM) | 0.0 | $348k | 2.0k | 171.05 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $347k | -5% | 4.1k | 84.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $347k | 1.2k | 290.22 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $346k | -61% | 4.1k | 84.36 |
|
| McKesson Corporation (MCK) | 0.0 | $344k | -16% | 419.00 | 820.29 |
|
| Progressive Corporation (PGR) | 0.0 | $338k | 1.5k | 227.72 |
|
|
| Hubbell (HUBB) | 0.0 | $338k | 760.00 | 444.11 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $335k | +2% | 1.6k | 214.16 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $331k | 2.3k | 141.16 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $330k | -3% | 2.4k | 137.80 |
|
| Philip Morris International (PM) | 0.0 | $327k | 2.0k | 160.40 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $325k | -3% | 725.00 | 448.43 |
|
| EOG Resources (EOG) | 0.0 | $325k | +29% | 3.1k | 105.01 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $321k | 475.00 | 676.53 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $317k | -2% | 655.00 | 483.67 |
|
| Ptc (PTC) | 0.0 | $315k | -7% | 1.8k | 174.21 |
|
| Ameriprise Financial (AMP) | 0.0 | $313k | 638.00 | 490.34 |
|
|
| Hca Holdings (HCA) | 0.0 | $309k | 662.00 | 466.86 |
|
|
| Southern Company (SO) | 0.0 | $308k | -55% | 3.5k | 87.20 |
|
| CSX Corporation (CSX) | 0.0 | $307k | 8.5k | 36.25 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $304k | +100% | 7.1k | 42.69 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $302k | +6% | 400.00 | 754.48 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $299k | -16% | 5.6k | 53.76 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $298k | -34% | 3.8k | 77.68 |
|
| Trane Technologies SHS (TT) | 0.0 | $296k | 760.00 | 389.20 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $294k | NEW | 1.9k | 154.80 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $292k | 2.4k | 119.75 |
|
|
| Federal Signal Corporation (FSS) | 0.0 | $292k | 2.7k | 108.59 |
|
|
| D.R. Horton (DHI) | 0.0 | $289k | -24% | 2.0k | 144.03 |
|
| Ralliant Corp (RAL) | 0.0 | $286k | NEW | 5.6k | 50.91 |
|
| Vaneck Etf Trust Technology Truse | 0.0 | $284k | NEW | 11k | 26.47 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $283k | 2.1k | 136.94 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $282k | +30% | 5.0k | 56.63 |
|
| Entergy Corporation (ETR) | 0.0 | $274k | 3.0k | 92.43 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $273k | +4% | 3.6k | 76.23 |
|
| Enterprise Products Partners (EPD) | 0.0 | $271k | 8.4k | 32.06 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $269k | 2.3k | 117.72 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $252k | 5.2k | 48.28 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $245k | -2% | 1.9k | 128.93 |
|
| Waste Connections (WCN) | 0.0 | $244k | 1.4k | 175.63 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $244k | 1.2k | 201.48 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $242k | 937.00 | 257.95 |
|
|
| Hershey Company (HSY) | 0.0 | $240k | 1.3k | 181.98 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $238k | -3% | 2.4k | 100.89 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $233k | NEW | 2.5k | 94.20 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $233k | 1.3k | 185.52 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $231k | NEW | 4.9k | 46.86 |
|
| Middlefield Banc Corp Com New (MBCN) | 0.0 | $230k | 6.7k | 34.54 |
|
|
| Spdr Series Trust State Street Spd (QUS) | 0.0 | $228k | 1.3k | 174.18 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $226k | 4.5k | 50.01 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $225k | -11% | 1.2k | 190.99 |
|
| Axon Enterprise (AXON) | 0.0 | $223k | 392.00 | 567.93 |
|
|
| Kenvue (KVUE) | 0.0 | $219k | -62% | 13k | 17.25 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $219k | +4% | 6.7k | 32.75 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $214k | -3% | 355.00 | 603.28 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $213k | NEW | 2.7k | 80.37 |
|
| Corteva (CTVA) | 0.0 | $208k | 3.1k | 67.03 |
|
|
| T. Rowe Price (TROW) | 0.0 | $207k | -4% | 2.0k | 102.38 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $18k | NEW | 10k | 1.77 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- YHB Investment Advisors 2025 Q4 filed Jan. 16, 2026
- YHB Investment Advisors 2025 Q3 filed Oct. 8, 2025
- YHB Investment Advisors 2025 Q2 filed July 10, 2025
- YHB Investment Advisors 2025 Q1 filed April 23, 2025
- 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