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, NVDA, COST, and represent 21.38% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SMLF (+$7.6M), JPST (+$6.4M), EQWL, IVV, IEFA, IJH, ICSH, IEMG, SCHG, SPLG.
- Started 12 new stock positions in BIL, RSPN, VTEB, DUK, RDVY, SMLF, VMC, FSS, TROW, SCHE. EME, EQWL.
- Reduced shares in these 10 stocks: LRCX (-$11M), IJR (-$5.9M), UNH, BLK, RSP, IGSB, VOO, BRK.B, SCHD, BAH.
- Sold out of its positions in ALGN, BLK, CPRT, CRWD, ESI, NRGV, BSCP, IHI, IHF, LRCX. NBSD, VZ.
- YHB Investment Advisors was a net seller of stock by $-14M.
- YHB Investment Advisors has $1.4B in assets under management (AUM), dropping by 5.56%.
- Central Index Key (CIK): 0001469219
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Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 299 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.4 | $87M | 342k | 254.63 |
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| Microsoft Corporation (MSFT) | 5.7 | $77M | 149k | 517.94 |
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| Amazon (AMZN) | 3.5 | $48M | 218k | 219.57 |
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| NVIDIA Corporation (NVDA) | 3.0 | $41M | 222k | 186.58 |
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| Costco Wholesale Corporation (COST) | 2.8 | $39M | 42k | 925.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $38M | 158k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $37M | -3% | 74k | 502.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $34M | 141k | 243.55 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $32M | +3% | 484k | 65.26 |
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| Visa Com Cl A (V) | 2.0 | $28M | 81k | 341.38 |
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| Thermo Fisher Scientific (TMO) | 1.7 | $23M | 47k | 485.02 |
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| Ecolab (ECL) | 1.5 | $21M | 76k | 273.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $19M | -2% | 28k | 666.18 |
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| United Rentals (URI) | 1.4 | $19M | 20k | 954.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $19M | -23% | 157k | 118.83 |
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| Oracle Corporation (ORCL) | 1.4 | $19M | 66k | 281.25 |
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| Stryker Corporation (SYK) | 1.3 | $18M | 48k | 369.67 |
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| Amphenol Corp Cl A (APH) | 1.3 | $17M | 139k | 123.75 |
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| Danaher Corporation (DHR) | 1.3 | $17M | +2% | 87k | 198.26 |
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| Home Depot (HD) | 1.2 | $16M | +2% | 40k | 405.19 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $16M | +3% | 495k | 31.91 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $16M | 50k | 315.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $15M | -2% | 42k | 365.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $15M | +9% | 23k | 669.31 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.1 | $15M | +75% | 291k | 50.73 |
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| Intuit (INTU) | 1.0 | $14M | 21k | 682.93 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $13M | 108k | 120.72 |
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| Amgen (AMGN) | 0.9 | $13M | 45k | 282.20 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $12M | 44k | 279.29 |
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| TJX Companies (TJX) | 0.9 | $12M | 81k | 144.54 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $11M | +11% | 127k | 87.31 |
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| Meta Platforms Cl A (META) | 0.7 | $10M | 14k | 734.38 |
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| Intuitive Surgical Com New (ISRG) | 0.7 | $9.9M | 22k | 447.22 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.7 | $9.8M | 312k | 31.26 |
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| Wal-Mart Stores (WMT) | 0.7 | $9.6M | +3% | 93k | 103.06 |
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| Palo Alto Networks (PANW) | 0.7 | $9.1M | +3% | 45k | 203.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $8.8M | -8% | 321k | 27.30 |
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| Aon Shs Cl A (AON) | 0.6 | $8.7M | 25k | 356.58 |
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| Netflix (NFLX) | 0.6 | $8.4M | +6% | 7.0k | 1198.92 |
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| Union Pacific Corporation (UNP) | 0.6 | $8.3M | 35k | 236.37 |
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| Goldman Sachs (GS) | 0.6 | $8.3M | 10k | 796.35 |
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| Abbvie (ABBV) | 0.6 | $8.3M | 36k | 231.53 |
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| McDonald's Corporation (MCD) | 0.6 | $8.2M | -3% | 27k | 303.89 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $7.9M | +2% | 78k | 100.69 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $7.8M | 47k | 167.33 |
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| Nextera Energy (NEE) | 0.6 | $7.7M | 102k | 75.49 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.6 | $7.6M | NEW | 102k | 74.35 |
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| Woodward Governor Company (WWD) | 0.6 | $7.6M | 30k | 252.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $7.5M | -23% | 12k | 612.33 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $7.3M | 36k | 206.51 |
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| Eaton Corp SHS (ETN) | 0.5 | $7.2M | +3% | 19k | 374.25 |
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| Metropcs Communications (TMUS) | 0.5 | $7.0M | +7% | 29k | 239.38 |
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| Cummins (CMI) | 0.5 | $7.0M | 17k | 422.38 |
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| Pepsi (PEP) | 0.5 | $6.7M | -8% | 48k | 140.44 |
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| Carlisle Companies (CSL) | 0.5 | $6.7M | +3% | 20k | 328.96 |
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| UnitedHealth (UNH) | 0.5 | $6.6M | -35% | 19k | 345.30 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $6.5M | +13% | 99k | 65.92 |
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| Ge Aerospace Com New (GE) | 0.5 | $6.4M | 21k | 300.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $6.3M | 26k | 241.96 |
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| Fortinet (FTNT) | 0.5 | $6.2M | +4% | 73k | 84.08 |
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| Broadcom (AVGO) | 0.4 | $6.1M | 19k | 329.91 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $6.0M | 140k | 42.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $5.9M | 17k | 355.47 |
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| Eli Lilly & Co. (LLY) | 0.4 | $5.7M | +4% | 7.5k | 762.94 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $5.4M | +6% | 106k | 51.04 |
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| Procter & Gamble Company (PG) | 0.4 | $5.4M | -3% | 35k | 153.65 |
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| Yum! Brands (YUM) | 0.4 | $5.3M | 35k | 152.00 |
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| Servicenow (NOW) | 0.4 | $5.3M | 5.7k | 920.30 |
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| AFLAC Incorporated (AFL) | 0.4 | $5.2M | -2% | 46k | 111.70 |
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| salesforce (CRM) | 0.4 | $5.1M | 22k | 237.01 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.4 | $5.0M | 48k | 104.49 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $4.9M | +8% | 112k | 44.19 |
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| Johnson & Johnson (JNJ) | 0.4 | $4.9M | -2% | 26k | 185.39 |
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| Chevron Corporation (CVX) | 0.3 | $4.7M | 31k | 155.29 |
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| Shell Spon Ads (SHEL) | 0.3 | $4.7M | -4% | 66k | 71.53 |
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| W.W. Grainger (GWW) | 0.3 | $4.6M | +2% | 4.8k | 952.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.5M | +3% | 7.5k | 600.38 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $4.4M | -4% | 45k | 99.09 |
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| Linde SHS (LIN) | 0.3 | $4.3M | -5% | 9.0k | 474.98 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.3 | $4.2M | NEW | 37k | 114.68 |
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| Marriott Intl Cl A (MAR) | 0.3 | $4.1M | 16k | 260.44 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $3.9M | 147k | 26.34 |
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| Church & Dwight (CHD) | 0.3 | $3.8M | -2% | 43k | 87.63 |
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| L3harris Technologies (LHX) | 0.3 | $3.7M | 12k | 305.41 |
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| Morgan Stanley Com New (MS) | 0.3 | $3.6M | 23k | 158.96 |
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| Capital One Financial (COF) | 0.3 | $3.6M | 17k | 212.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.5M | -2% | 11k | 328.18 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.5M | 31k | 112.75 |
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| AutoZone (AZO) | 0.3 | $3.5M | 817.00 | 4290.20 |
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| Ge Vernova (GEV) | 0.3 | $3.4M | 5.6k | 614.90 |
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| Zoetis Cl A (ZTS) | 0.3 | $3.4M | -10% | 24k | 146.32 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $3.4M | 73k | 46.81 |
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| Walt Disney Company (DIS) | 0.2 | $3.4M | 29k | 114.50 |
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| Paychex (PAYX) | 0.2 | $3.3M | -4% | 26k | 126.76 |
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| Prologis (PLD) | 0.2 | $3.2M | 28k | 114.52 |
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| Citigroup Com New (C) | 0.2 | $3.0M | 30k | 101.50 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $2.9M | +22% | 38k | 78.34 |
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| Fastenal Company (FAST) | 0.2 | $2.9M | 59k | 49.04 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.8M | -46% | 53k | 53.03 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.8M | +2% | 9.1k | 307.86 |
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| Welltower Inc Com reit (WELL) | 0.2 | $2.8M | +9% | 16k | 178.14 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $2.7M | 11k | 259.44 |
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| Carrier Global Corporation (CARR) | 0.2 | $2.7M | 46k | 59.70 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.7M | +5% | 105k | 25.71 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $2.6M | -11% | 41k | 63.83 |
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| Morningstar (MORN) | 0.2 | $2.6M | -7% | 11k | 232.01 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $2.6M | +4% | 66k | 39.19 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $2.6M | 82k | 31.42 |
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| eBay (EBAY) | 0.2 | $2.5M | 28k | 90.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.5M | -2% | 40k | 62.47 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $2.5M | -4% | 20k | 121.00 |
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| Waste Management (WM) | 0.2 | $2.4M | 11k | 220.83 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.4M | -2% | 4.2k | 568.81 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.2M | 11k | 194.47 |
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| Lowe's Companies (LOW) | 0.2 | $2.2M | 8.7k | 251.31 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $2.2M | -7% | 32k | 66.91 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.2M | -13% | 26k | 83.82 |
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| Cme (CME) | 0.2 | $2.1M | -5% | 7.9k | 270.19 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.1M | -5% | 16k | 130.27 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $2.0M | 40k | 50.57 |
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| American Express Company (AXP) | 0.1 | $2.0M | 6.0k | 332.16 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.0M | -5% | 22k | 91.43 |
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| Phillips 66 (PSX) | 0.1 | $1.9M | +3% | 14k | 136.02 |
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| Casey's General Stores (CASY) | 0.1 | $1.8M | +23% | 3.1k | 565.28 |
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| Anthem (ELV) | 0.1 | $1.8M | 5.5k | 323.12 |
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| Fortive (FTV) | 0.1 | $1.8M | -5% | 36k | 48.99 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $1.7M | -4% | 16k | 106.61 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.7M | 9.5k | 182.42 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $1.7M | 24k | 69.87 |
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| ConocoPhillips (COP) | 0.1 | $1.6M | 17k | 94.59 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.6M | +4% | 12k | 133.28 |
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| Nike CL B (NKE) | 0.1 | $1.6M | -2% | 24k | 69.73 |
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| Honeywell International (HON) | 0.1 | $1.6M | -2% | 7.5k | 210.49 |
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| Cisco Systems (CSCO) | 0.1 | $1.6M | 23k | 68.42 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.5M | -9% | 9.3k | 164.50 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $1.5M | +35% | 29k | 50.23 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | -6% | 5.1k | 281.84 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.4M | -3% | 19k | 74.50 |
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| Workday Cl A (WDAY) | 0.1 | $1.4M | +39% | 5.9k | 240.73 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.4M | +17% | 1.5k | 968.09 |
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| International Business Machines (IBM) | 0.1 | $1.4M | +4% | 5.0k | 282.13 |
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| Illinois Tool Works (ITW) | 0.1 | $1.4M | -14% | 5.3k | 260.77 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $1.3M | +61% | 20k | 65.00 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | +2% | 4.4k | 293.50 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | 13k | 95.89 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.3M | -2% | 16k | 79.93 |
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| Pfizer (PFE) | 0.1 | $1.3M | -7% | 50k | 25.48 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.2M | 948.00 | 1318.02 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.2M | -4% | 8.9k | 138.24 |
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| Cigna Corp (CI) | 0.1 | $1.2M | -10% | 4.0k | 288.27 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.1M | +18% | 21k | 54.09 |
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| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $1.1M | -5% | 36k | 30.86 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $1.1M | +275% | 22k | 50.75 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.1M | -42% | 11k | 99.95 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $1.1M | -7% | 35k | 30.29 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | 21k | 51.59 |
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| Becton, Dickinson and (BDX) | 0.1 | $1.0M | -31% | 5.6k | 187.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | +12% | 6.1k | 170.85 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.0M | +46% | 14k | 76.45 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | +9% | 2.9k | 346.25 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | -5% | 11k | 89.34 |
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| Coca-Cola Company (KO) | 0.1 | $996k | 15k | 66.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $992k | +4% | 2.1k | 468.41 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $991k | -7% | 11k | 94.31 |
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| Colgate-Palmolive Company (CL) | 0.1 | $960k | -8% | 12k | 79.94 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $958k | 4.1k | 235.81 |
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| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $951k | -18% | 10k | 91.56 |
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| Applied Materials (AMAT) | 0.1 | $943k | 4.6k | 204.75 |
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| Voya Financial (VOYA) | 0.1 | $939k | 13k | 74.80 |
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| Quanta Services (PWR) | 0.1 | $932k | +17% | 2.3k | 414.42 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $915k | +21% | 18k | 52.28 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $914k | 17k | 53.40 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $898k | +123% | 9.6k | 93.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $892k | -74% | 4.7k | 189.70 |
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| Lennar Corp Cl A (LEN) | 0.1 | $882k | 7.0k | 126.04 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $856k | -41% | 8.5k | 100.70 |
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| Tesla Motors (TSLA) | 0.1 | $847k | 1.9k | 444.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $839k | 1.8k | 479.61 |
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| Paypal Holdings (PYPL) | 0.1 | $811k | -4% | 12k | 67.06 |
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| Caterpillar (CAT) | 0.1 | $809k | 1.7k | 477.19 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $793k | 7.7k | 102.97 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $779k | 26k | 29.64 |
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| Humana (HUM) | 0.1 | $774k | 3.0k | 260.17 |
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| 3M Company (MMM) | 0.1 | $760k | 4.9k | 155.19 |
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| Southern Company (SO) | 0.1 | $756k | -15% | 8.0k | 94.77 |
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| Merck & Co (MRK) | 0.1 | $719k | 8.6k | 83.93 |
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| Abbott Laboratories (ABT) | 0.1 | $693k | -4% | 5.2k | 133.94 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $684k | 3.7k | 183.73 |
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| Sap Se Spon Adr (SAP) | 0.0 | $672k | 2.5k | 267.21 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $665k | -4% | 3.1k | 215.79 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $661k | 15k | 44.89 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $658k | -12% | 6.2k | 106.78 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $657k | -27% | 24k | 27.90 |
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| Gilead Sciences (GILD) | 0.0 | $655k | 5.9k | 110.99 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $633k | 8.3k | 76.62 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $604k | 6.6k | 91.41 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $597k | -8% | 6.8k | 88.12 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $582k | 9.9k | 58.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $579k | 8.1k | 71.37 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $564k | +8% | 11k | 53.87 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $551k | 8.2k | 67.07 |
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| Booking Holdings (BKNG) | 0.0 | $551k | -2% | 102.00 | 5399.27 |
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| Kenvue (KVUE) | 0.0 | $548k | -27% | 34k | 16.23 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $533k | 2.6k | 203.59 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $522k | -3% | 3.7k | 140.03 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $520k | -2% | 5.6k | 93.37 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $518k | 1.9k | 275.11 |
|
|
| Norfolk Southern (NSC) | 0.0 | $518k | 1.7k | 300.49 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $506k | 3.9k | 128.24 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $505k | NEW | 5.5k | 91.75 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $503k | -13% | 11k | 45.10 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $497k | 6.6k | 75.10 |
|
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $487k | 7.7k | 63.54 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $484k | 8.7k | 55.33 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $463k | 6.1k | 75.39 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $457k | -6% | 5.8k | 78.37 |
|
| O'reilly Automotive (ORLY) | 0.0 | $451k | +7% | 4.2k | 107.81 |
|
| D.R. Horton (DHI) | 0.0 | $450k | +24% | 2.7k | 169.47 |
|
| Yum China Holdings (YUMC) | 0.0 | $425k | -7% | 9.9k | 42.92 |
|
| Alcoa (AA) | 0.0 | $421k | 13k | 32.89 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $416k | 8.5k | 49.04 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $415k | +16% | 18k | 23.28 |
|
| Emerson Electric (EMR) | 0.0 | $411k | 3.1k | 131.18 |
|
|
| Sprott Asset Management Tr Unit (CEF) | 0.0 | $407k | 11k | 36.69 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $406k | 2.7k | 148.61 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $405k | -3% | 1.1k | 352.75 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $401k | -2% | 5.5k | 73.46 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $399k | -31% | 1.6k | 246.60 |
|
| Ptc (PTC) | 0.0 | $397k | 2.0k | 203.02 |
|
|
| Deere & Company (DE) | 0.0 | $387k | -10% | 846.00 | 457.26 |
|
| McKesson Corporation (MCK) | 0.0 | $386k | -17% | 499.00 | 772.54 |
|
| Equinix (EQIX) | 0.0 | $383k | -8% | 489.00 | 783.24 |
|
| Starbucks Corporation (SBUX) | 0.0 | $370k | -4% | 4.4k | 84.60 |
|
| Martin Marietta Materials (MLM) | 0.0 | $368k | 584.00 | 630.28 |
|
|
| Progressive Corporation (PGR) | 0.0 | $367k | 1.5k | 246.95 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $361k | -5% | 6.7k | 54.13 |
|
| Micron Technology (MU) | 0.0 | $355k | 2.1k | 167.32 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $351k | 1.2k | 293.74 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $350k | 893.00 | 391.64 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $342k | +10% | 3.4k | 99.81 |
|
| Qualcomm (QCOM) | 0.0 | $339k | 2.0k | 166.36 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $336k | 13k | 26.08 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $335k | 670.00 | 499.21 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $332k | 2.3k | 141.50 |
|
|
| Philip Morris International (PM) | 0.0 | $331k | 2.0k | 162.20 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $330k | 2.5k | 133.39 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $330k | 5.2k | 63.33 |
|
|
| Hubbell (HUBB) | 0.0 | $327k | 760.00 | 430.31 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $324k | -7% | 10k | 32.06 |
|
| Trane Technologies SHS (TT) | 0.0 | $322k | 764.00 | 421.96 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $322k | 573.00 | 562.27 |
|
|
| Federal Signal Corporation (FSS) | 0.0 | $319k | NEW | 2.7k | 118.99 |
|
| Ameriprise Financial (AMP) | 0.0 | $315k | 641.00 | 491.37 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $310k | 3.6k | 87.21 |
|
|
| Tyler Technologies (TYL) | 0.0 | $308k | 589.00 | 523.16 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $304k | 475.00 | 638.89 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $303k | 2.4k | 124.32 |
|
|
| CSX Corporation (CSX) | 0.0 | $302k | 8.5k | 35.51 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $294k | 2.1k | 142.41 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $292k | -2% | 749.00 | 390.29 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $287k | +7% | 5.6k | 50.78 |
|
| Hca Holdings (HCA) | 0.0 | $282k | 662.00 | 426.20 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $282k | 377.00 | 746.63 |
|
|
| Axon Enterprise (AXON) | 0.0 | $281k | 391.00 | 717.64 |
|
|
| Entergy Corporation (ETR) | 0.0 | $276k | -5% | 3.0k | 93.19 |
|
| Dupont De Nemours (DD) | 0.0 | $274k | -5% | 3.5k | 77.90 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $270k | 2.3k | 118.37 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $268k | 2.4k | 109.95 |
|
|
| EOG Resources (EOG) | 0.0 | $268k | -11% | 2.4k | 112.12 |
|
| Enterprise Products Partners (EPD) | 0.0 | $264k | +4% | 8.4k | 31.27 |
|
| Strategy Cl A New (MSTR) | 0.0 | $259k | 803.00 | 322.21 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $257k | 4.5k | 56.87 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $253k | 1.3k | 201.53 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $248k | 1.5k | 161.79 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $248k | 1.3k | 186.49 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $247k | 2.0k | 126.64 |
|
|
| Hershey Company (HSY) | 0.0 | $247k | 1.3k | 187.05 |
|
|
| Waste Connections (WCN) | 0.0 | $245k | 1.4k | 175.86 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $239k | 1.2k | 197.62 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $238k | -5% | 937.00 | 254.28 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $235k | 1.8k | 128.40 |
|
|
| American Tower Reit (AMT) | 0.0 | $230k | -22% | 1.2k | 192.32 |
|
| Emcor (EME) | 0.0 | $226k | NEW | 348.00 | 649.54 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.0 | $224k | 1.3k | 171.14 |
|
|
| FedEx Corporation (FDX) | 0.0 | $221k | -14% | 937.00 | 235.81 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $219k | -2% | 368.00 | 596.03 |
|
| T. Rowe Price (TROW) | 0.0 | $218k | NEW | 2.1k | 102.64 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $217k | NEW | 3.2k | 67.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $214k | NEW | 3.8k | 56.10 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $213k | NEW | 6.4k | 33.37 |
|
| Descartes Sys Grp (DSGX) | 0.0 | $213k | 2.3k | 94.23 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $210k | 1.3k | 166.15 |
|
|
| Corteva (CTVA) | 0.0 | $210k | 3.1k | 67.63 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $209k | 1.2k | 168.54 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $208k | NEW | 677.00 | 307.62 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $205k | NEW | 1.7k | 123.77 |
|
| At&t (T) | 0.0 | $204k | -12% | 7.2k | 28.24 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $202k | NEW | 4.0k | 50.07 |
|
| Middlefield Banc Corp Com New (MBCN) | 0.0 | $200k | 6.7k | 30.01 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- 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
- YHB Investment Advisors 2022 Q1 filed April 14, 2022