YHB Investment Advisors

Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for YHB Investment Advisors

Companies in the YHB Investment Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.5 $74M -3% 421k 174.61
Microsoft Corp Stock (MSFT) 5.0 $57M 185k 308.31
Amazon Stock (AMZN) 3.4 $39M 12k 3259.96
Thermo Fisher Scientific Stock (TMO) 2.8 $32M -3% 54k 590.64
Costco Whsl Corp Stock (COST) 2.5 $28M -3% 49k 575.85
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.5 $28M -2% 80k 352.91
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.4 $27M -4% 9.7k 2792.94
Danaher Corporation Stock (DHR) 2.4 $27M -3% 91k 293.33
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.3 $26M -2% 9.3k 2781.39
Visa Inc Com Cl A Stock (V) 1.8 $21M -2% 94k 221.77
Unitedhealth Group Stock (UNH) 1.5 $17M -4% 34k 509.97
Ishares S&p Midcap Fund Etf (IJH) 1.5 $17M 63k 268.33
Disney Stock (DIS) 1.4 $16M -2% 118k 137.16
Pepsico Stock (PEP) 1.3 $15M 88k 167.39

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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.3 $14M -30% 143k 100.16
Stryker Corporation Stock (SYK) 1.2 $14M 53k 267.34
Aon Plc Shs Cl A Stock (AON) 1.1 $13M -4% 39k 325.64
Intuit Stock (INTU) 1.1 $13M -5% 27k 480.83
Ecolab Stock (ECL) 1.1 $12M 69k 176.56
Home Depot Stock (HD) 1.1 $12M -4% 40k 299.34
Nike Inc Cl B Stock (NKE) 1.0 $12M -5% 88k 134.56
Johnson & Johnson Stock (JNJ) 1.0 $12M 67k 177.23
Amgen Stock (AMGN) 1.0 $11M -3% 47k 241.81
Ishares S&p Small-cap Fund Etf (IJR) 1.0 $11M 104k 107.88
Meta Platforms Inc Cl A Stock (FB) 1.0 $11M 50k 222.35
Union Pac Corp Stock (UNP) 1.0 $11M -4% 40k 273.21
Comcast Corp New Cl A Stock (CMCSA) 0.9 $11M -4% 227k 46.82
Spdr S&p 500 Etf Etf (SPY) 0.9 $10M -2% 23k 451.62
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.8 $9.6M -7% 97k 99.80
Mcdonalds Corp Stock (MCD) 0.8 $9.6M 39k 247.29
United Rentals Stock (URI) 0.8 $9.2M -11% 26k 355.22
Nextera Energy Stock (NEE) 0.8 $9.2M -6% 108k 84.71
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.8 $9.0M +113% 121k 74.82
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $8.9M 117k 76.38
Intuitive Surgical Stock (ISRG) 0.8 $8.8M -5% 29k 301.70
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.8 $8.7M +81% 173k 50.27
Paypal Hldgs Stock (PYPL) 0.8 $8.6M +4% 74k 115.66
Cvs Health Corp Stock (CVS) 0.7 $8.5M -9% 84k 101.21
Becton Dickinson & Co Stock (BDX) 0.7 $8.1M -8% 31k 266.01
Raytheon Technologies Corp Stock (RTX) 0.7 $8.1M 82k 99.07
Paychex Stock (PAYX) 0.7 $8.0M 58k 136.47
Lam Research Corp Stock (LRCX) 0.7 $7.9M -8% 15k 537.64
Oracle Corp Stock (ORCL) 0.7 $7.7M -7% 93k 82.73
Morgan Stanley Stock (MS) 0.6 $7.4M -2% 84k 87.40
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $7.3M +3% 16k 453.68
Cme Group Stock (CME) 0.6 $6.6M -8% 28k 237.87
Honeywell Intl Stock (HON) 0.6 $6.5M 33k 194.58
Ishares Russell 2000 Etf Etf (IWM) 0.6 $6.4M 31k 205.26
Procter And Gamble Stock (PG) 0.6 $6.3M 41k 152.80
Amphenol Corp New Cl A Stock (APH) 0.6 $6.3M -10% 83k 75.35
Abbvie Stock (ABBV) 0.5 $6.2M +7% 38k 162.11
Tjx Cos Stock (TJX) 0.5 $6.1M -10% 101k 60.58
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $5.8M -3% 33k 175.75
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.5 $5.7M +43% 128k 44.96
Nvidia Corporation Stock (NVDA) 0.5 $5.7M +883% 21k 272.84
Goldman Sachs Group Stock (GS) 0.5 $5.6M -2% 17k 330.12
Zoetis Inc Cl A Stock (ZTS) 0.5 $5.4M +10% 29k 188.61
Morningstar Stock (MORN) 0.5 $5.4M -13% 20k 273.19
Prologis Reit (PLD) 0.5 $5.4M 33k 161.47
Fortive Corp Stock (FTV) 0.5 $5.3M -5% 86k 60.93
Church & Dwight Stock (CHD) 0.5 $5.2M 53k 99.39
Vanguard S&p 500 Etf Etf (VOO) 0.5 $5.2M +16% 13k 415.15
Schwab U.s. Small-cap Etf Etf (SCHA) 0.5 $5.1M +105% 109k 47.36
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $5.0M +12% 63k 78.89
Edwards Lifesciences Corp Stock (EW) 0.4 $4.9M -6% 42k 117.71
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $4.9M +2% 65k 75.86
Truist Finl Corp Stock (TFC) 0.4 $4.8M 85k 56.69
Yum Brands Stock (YUM) 0.4 $4.8M +2% 41k 118.52
Anthem Stock (ANTM) 0.4 $4.6M -3% 9.4k 491.21
General Electric Stock (GE) 0.4 $4.5M -3% 50k 91.50
Carlisle Cos Stock (CSL) 0.4 $4.4M -4% 18k 245.90
Woodward Stock (WWD) 0.4 $4.4M +28% 35k 124.90
Spdr Gold Shares Etf (GLD) 0.4 $4.3M 24k 180.64
Pfizer Stock (PFE) 0.4 $4.1M -5% 80k 51.77
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.4 $4.1M +50% 80k 50.64
Netflix Stock (NFLX) 0.4 $4.0M +5% 11k 374.62
Us Bancorp Del Stock (USB) 0.3 $3.8M 72k 53.16
Hilton Worldwide Hldgs Stock (HLT) 0.3 $3.8M -10% 25k 151.72
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.3 $3.8M -35% 49k 78.08
Citigroup Stock (C) 0.3 $3.8M -2% 71k 53.39
Linde Stock (LIN) 0.3 $3.7M 12k 319.42
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.3 $3.7M +64% 35k 104.61
Cummins Stock (CMI) 0.3 $3.6M +4% 18k 205.12
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.3 $3.6M +115% 72k 50.15
Walmart Stock (WMT) 0.3 $3.4M +4% 23k 148.94
Schwab International Equity Etf Etf (SCHF) 0.3 $3.4M +4% 91k 36.72
Ebay Stock (EBAY) 0.3 $3.2M +3% 57k 57.27
Fidelity Natl Information Svcs Stock (FIS) 0.3 $3.2M -11% 32k 100.41
Colgate Palmolive Stock (CL) 0.3 $3.2M -13% 42k 75.83
Schwab U.s. Broad Market Etf Etf (SCHB) 0.3 $3.2M +110% 60k 53.39
Medtronic Stock (MDT) 0.3 $3.2M 29k 110.93
Aflac Stock (AFL) 0.3 $3.2M +4% 49k 64.38
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $3.1M +85% 44k 69.52
Wells Fargo Stock (WFC) 0.3 $3.0M -22% 63k 48.45
Invesco Qqq Trust Etf (QQQ) 0.3 $3.0M 8.1k 362.55
Chevron Corp Stock (CVX) 0.3 $2.9M 18k 162.85
Essential Utils Stock (WTRG) 0.3 $2.9M 57k 51.13
Jpmorgan Chase & Co Stock (JPM) 0.3 $2.9M +3% 21k 136.33
Yum China Hldgs Stock (YUMC) 0.2 $2.8M 68k 41.53
Fastenal Stock (FAST) 0.2 $2.8M -19% 47k 59.40
Exxon Mobil Corp Stock (XOM) 0.2 $2.6M -5% 32k 82.58
Dollar Gen Corp Stock (DG) 0.2 $2.6M -7% 12k 222.66
Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $2.6M -14% 42k 62.79
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.2 $2.5M -2% 19k 135.30
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.5M +7% 38k 66.20
L3harris Technologies Stock (LHX) 0.2 $2.5M 9.9k 248.49
Capital One Finl Corp Stock (COF) 0.2 $2.3M -2% 18k 131.31
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $2.3M +3% 82k 27.77
Dish Network Corporation Cl A Stock (DISH) 0.2 $2.3M -3% 71k 31.65
Vanguard Total Stock Market Index Fund Etf (VTI) 0.2 $2.2M +11% 9.7k 227.71
Carrier Global Corporation Stock (CARR) 0.2 $2.1M +5% 47k 45.87
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $2.1M +273% 37k 55.56
Invesco Ultra Short Duration Etf Etf (GSY) 0.2 $2.0M -14% 41k 49.83
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $2.0M -45% 39k 51.71
Bristol-myers Squibb Stock (BMY) 0.2 $2.0M -11% 28k 73.03
Lowes Cos Stock (LOW) 0.2 $2.0M 9.8k 202.20
Align Technology Stock (ALGN) 0.2 $2.0M +21% 4.5k 436.01
Abiomed Stock (ABMD) 0.2 $1.9M 5.9k 331.18
Cisco Sys Stock (CSCO) 0.2 $1.9M -5% 34k 55.76
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.9M 21k 89.02
Blackrock Stock (BLK) 0.2 $1.8M +4% 2.4k 764.01
Illinois Tool Wks Stock (ITW) 0.2 $1.7M 8.3k 209.36
Etfmg Prime Cyber Security Etf Etf (HACK) 0.2 $1.7M +12% 30k 58.72
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.2 $1.7M -56% 20k 87.83
Otis Worldwide Corp Stock (OTIS) 0.1 $1.7M +2% 22k 76.94
Waste Mgmt Inc Del Stock (WM) 0.1 $1.7M -5% 10k 158.54
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $1.7M -2% 3.0k 545.60
Pimco Short Term Municipal Bond Active Exchange-traded Fund Etf (SMMU) 0.1 $1.6M -8% 33k 49.98
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.6M 21k 77.26
Ishares National Muni Bond Etf Etf (MUB) 0.1 $1.6M -29% 15k 109.66
Schwab U.s. Tips Etf Etf (SCHP) 0.1 $1.6M -65% 26k 60.72
Vanguard Large-cap Index Fund Etf (VV) 0.1 $1.6M +4% 7.5k 208.52
General Mtrs Stock (GM) 0.1 $1.6M -4% 36k 43.74
First Trust Nasdaq Artificial Intelligence And Robotics Etf Etf (ROBT) 0.1 $1.5M +9% 32k 47.27
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.1 $1.5M -72% 73k 20.91
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $1.5M -5% 15k 102.79
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $1.5M -32% 14k 107.10
Invesco Dynamic Biotechnology & Genome Etf Etf (PBE) 0.1 $1.4M +8% 23k 62.04
Invesco Bulletshares 2022 Corporate Bond Etf Etf (BSCM) 0.1 $1.4M -30% 67k 21.26
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $1.4M -3% 16k 89.67
American Express Stock (AXP) 0.1 $1.3M 7.2k 187.05
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $1.3M -39% 26k 51.53
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.3M +5% 3.7k 357.41
Salesforce Stock (CRM) 0.1 $1.3M +70% 6.2k 212.29
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.3M 38k 34.29
Starbucks Corp Stock (SBUX) 0.1 $1.3M -14% 14k 90.95
Stanley Black & Decker Stock (SWK) 0.1 $1.3M -9% 9.1k 139.82
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $1.3M -52% 28k 45.13
Intel Corp Stock (INTC) 0.1 $1.2M -15% 24k 49.56
Aercap Holdings Nv Stock (AER) 0.1 $1.2M -3% 23k 50.27
Mckesson Corp Stock (MCK) 0.1 $1.1M -26% 3.7k 306.21
3M Stock (MMM) 0.1 $1.1M -11% 7.4k 148.92
Coca Cola Stock (KO) 0.1 $1.1M 17k 62.00
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.1 $1.1M -61% 50k 21.06
Automatic Data Processing Stock (ADP) 0.1 $1.1M -5% 4.6k 227.54
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $1.0M -2% 6.4k 162.19
Invesco Bulletshares 2023 Corporate Bond Etf Etf (BSCN) 0.1 $1.0M -61% 49k 21.10
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.1 $1.0M -5% 7.9k 131.10
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.0M +92% 19k 53.86
Merck & Co Stock (MRK) 0.1 $1.0M -3% 12k 82.08
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $995k -5% 12k 83.87
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $951k 21k 46.14
Proshares Ultra Silver Etf (AGQ) 0.1 $900k 23k 38.54
Phillips 66 Stock (PSX) 0.1 $894k 10k 86.43
Vulcan Matls Stock (VMC) 0.1 $893k +18% 4.9k 183.71
Emerson Elec Stock (EMR) 0.1 $891k 9.1k 98.01
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $888k 23k 38.64
Lincoln Elec Hldgs Stock (LECO) 0.1 $878k 6.4k 137.86
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $865k -5% 11k 79.51
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $841k -8% 11k 74.23
Abbott Labs Stock (ABT) 0.1 $809k 6.8k 118.31
Iac Interactivecorp Stock (IAC) 0.1 $780k +144% 7.8k 100.32
Tesla Stock (TSLA) 0.1 $778k +2% 722.00 1077.56
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $761k -26% 13k 57.56
Spdr S&p Dividend Etf Etf (SDY) 0.1 $707k +23% 5.5k 128.08
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $685k -4% 9.0k 76.49
Verizon Stock (VZ) 0.1 $678k -12% 13k 50.95
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $678k -60% 19k 36.40
Bk Of America Corp Stock (BAC) 0.1 $658k -5% 16k 41.22
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $653k 7.7k 84.81
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $649k -81% 33k 19.97
Gilead Sciences Stock (GILD) 0.1 $634k 11k 59.48
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $634k -3% 8.5k 74.47
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $608k -3% 5.4k 112.30
Equinix Reit (EQIX) 0.1 $593k +5% 800.00 741.25
Chipotle Mexican Grill Stock (CMG) 0.1 $577k 365.00 1580.82
Target Corp Stock (TGT) 0.1 $576k -16% 2.7k 212.23
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $568k +2% 5.4k 104.26
Adobe Systems Incorporated Stock (ADBE) 0.0 $565k +32% 1.2k 455.28
Regeneron Pharmaceuticals Stock (REGN) 0.0 $561k 803.00 698.63
Lilly Eli & Co Stock (LLY) 0.0 $554k +5% 1.9k 286.60
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $549k -14% 2.0k 277.69
Ishares Msci Eafe Etf Etf (EFA) 0.0 $543k -69% 7.4k 73.67
Peoples United Financial Stock (PBCT) 0.0 $528k -8% 26k 19.99
Qualcomm Stock (QCOM) 0.0 $514k +9% 3.4k 152.93
Invesco Global Water Etf Etf (PIO) 0.0 $511k +3% 14k 36.54
Cigna Corp Stock (CI) 0.0 $510k +53% 2.1k 239.55
Norfolk Southn Corp Stock (NSC) 0.0 $505k -13% 1.8k 285.47
Toronto Dominion Bk Ont Stock (TD) 0.0 $460k 5.8k 79.45
Applied Matls Stock (AMAT) 0.0 $456k -14% 3.5k 131.68
Vanguard Growth Index Fund Etf (VUG) 0.0 $448k 1.6k 287.36
Fedex Corp Stock (FDX) 0.0 $433k -18% 1.9k 231.55
Transdigm Group Stock (TDG) 0.0 $433k 664.00 652.11
Caterpillar Stock (CAT) 0.0 $432k +11% 1.9k 222.91
Texas Instrs Stock (TXN) 0.0 $418k 2.3k 183.49
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $416k -73% 21k 20.22
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $413k -48% 8.2k 50.09
Novartis Adr (NVS) 0.0 $412k 4.7k 87.79
Copart Stock (CPRT) 0.0 $406k 3.2k 125.50
Csx Corp Stock (CSX) 0.0 $399k 11k 37.48
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $394k -7% 10k 38.34
Idexx Labs Stock (IDXX) 0.0 $390k +32% 712.00 547.75
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $387k +35% 5.0k 77.08
Servicenow Stock (NOW) 0.0 $384k 689.00 557.33
Deere & Co Stock (DE) 0.0 $381k 917.00 415.49
Citrix Sys Stock (CTXS) 0.0 $374k -84% 3.7k 101.00
Fiserv Stock (FISV) 0.0 $371k 3.7k 101.53
Kimberly-clark Corp Stock (KMB) 0.0 $363k -4% 2.9k 123.26
Boeing Stock (BA) 0.0 $357k -8% 1.9k 191.42
Johnson Ctls Intl Stock (JCI) 0.0 $353k +80% 5.4k 65.63
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $341k 4.4k 77.94
Eog Res Stock (EOG) 0.0 $341k -3% 2.9k 119.15
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $339k 5.7k 59.81
Renaissance Ipo Etf Etf (IPO) 0.0 $339k -34% 7.7k 44.03
Keysight Technologies Stock (KEYS) 0.0 $336k 2.1k 157.82
Duke Energy Corp Stock (DUK) 0.0 $336k -4% 3.0k 111.67
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $334k +3% 680.00 491.18
Pool Corp Stock (POOL) 0.0 $332k -12% 784.00 423.47
Steris Plc Shs Usd Stock (STE) 0.0 $330k 1.4k 241.58
Crown Castle Intl Corp Reit (CCI) 0.0 $329k -5% 1.8k 184.83
Broadcom Stock (AVGO) 0.0 $329k 523.00 629.06
Lpl Finl Hldgs Stock (LPLA) 0.0 $325k -25% 1.8k 182.58
Ameriprise Finl Stock (AMP) 0.0 $322k -10% 1.1k 300.09
International Business Machs Stock (IBM) 0.0 $319k 2.5k 130.10
Southern Stock (SO) 0.0 $313k 4.3k 72.55
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $313k 929.00 336.92
Northrop Grumman Corp Stock (NOC) 0.0 $312k -14% 697.00 447.63
Intercontinental Exchange Stock (ICE) 0.0 $311k 2.4k 132.00
Berkley W R Corp Stock (WRB) 0.0 $309k NEW 4.6k 66.70
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $308k +5% 1.9k 166.22
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $303k 2.4k 125.21
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $300k 6.3k 47.36
Grainger W W Stock (GWW) 0.0 $299k -18% 580.00 515.52
Skyworks Solutions Stock (SWKS) 0.0 $295k -31% 2.2k 133.48
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.0 $294k -55% 14k 21.12
Sherwin Williams Stock (SHW) 0.0 $290k +9% 1.2k 249.36
Dupont De Nemours Stock (DD) 0.0 $289k -10% 3.9k 73.48
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $286k 1.2k 237.74
At&t Stock (T) 0.0 $285k -45% 12k 23.64
Quanta Svcs Stock (PWR) 0.0 $276k 2.1k 131.43
Dow Stock (DOW) 0.0 $267k 4.2k 63.83
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.0 $262k 4.1k 64.69
Vanguard Real Estate Etf Etf (VNQ) 0.0 $262k 2.4k 108.40
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $261k -3% 3.7k 71.27
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.0 $260k -18% 8.0k 32.64
Conocophillips Stock (COP) 0.0 $256k NEW 2.6k 100.16
Ishares U.s. Financials Etf Etf (IYF) 0.0 $254k 3.0k 84.39
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $252k 2.5k 100.48
Marsh & Mclennan Cos Stock (MMC) 0.0 $251k -3% 1.5k 170.28
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $250k 2.5k 100.00
Tyler Technologies Stock (TYL) 0.0 $249k 560.00 444.64
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $248k 5.2k 48.04
Price T Rowe Group Stock (TROW) 0.0 $246k 1.6k 151.48
Oreilly Automotive Stock (ORLY) 0.0 $242k 353.00 685.55
Raymond James Finl Stock (RJF) 0.0 $242k -7% 2.2k 109.70
Eversource Energy Stock (ES) 0.0 $240k 2.7k 88.17
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $240k 1.5k 158.63
Hartford Finl Svcs Group Stock (HIG) 0.0 $239k 3.3k 71.84
Lockheed Martin Corp Stock (LMT) 0.0 $239k NEW 541.00 441.77
American Tower Corp Reit (AMT) 0.0 $237k +4% 945.00 250.79
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $236k NEW 4.9k 47.73
Trimble Stock (TRMB) 0.0 $233k -17% 3.2k 72.29
Idex Corp Stock (IEX) 0.0 $233k +9% 1.2k 191.93
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $231k -26% 4.2k 54.91
Generac Hldgs Stock (GNRC) 0.0 $231k 776.00 297.68
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $231k 3.4k 68.89
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP) 0.0 $228k -6% 9.2k 24.84
Hershey Stock (HSY) 0.0 $227k 1.1k 216.19
Prudential Finl Stock (PRU) 0.0 $226k NEW 1.9k 118.32
Philip Morris Intl Stock (PM) 0.0 $223k -7% 2.4k 93.74
Middlefield Banc Corp Stock (MBCN) 0.0 $222k 9.0k 24.80
Montrose Environmental Group I Stock (MEG) 0.0 $215k 4.1k 52.94
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $215k 11k 19.36
Entergy Corp Stock (ETR) 0.0 $214k 1.8k 116.88
Enterprise Prods Partners Stock (EPD) 0.0 $213k NEW 8.2k 25.84
Public Storage Reit (PSA) 0.0 $213k NEW 545.00 390.83
Tractor Supply Stock (TSCO) 0.0 $212k 907.00 233.74
Axon Enterprise Stock (AXON) 0.0 $211k 1.5k 137.55
Air Prods & Chems Stock (APD) 0.0 $210k -17% 841.00 249.70
Palo Alto Networks Stock (PANW) 0.0 $209k NEW 336.00 622.02
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $206k NEW 3.1k 67.01
Advanced Drain Sys Inc Del Stock (WMS) 0.0 $206k 1.7k 118.60
Marvell Technology Stock (MRVL) 0.0 $205k -22% 2.9k 71.73
Verisk Analytics Stock (VRSK) 0.0 $205k 957.00 214.21
Burlington Stores Stock (BURL) 0.0 $205k +10% 1.1k 182.38
Ing Groep Adr (ING) 0.0 $166k 16k 10.43
General Moly Stock 0.0 $0 12k 0.00

Past Filings by YHB Investment Advisors

SEC 13F filings are viewable for YHB Investment Advisors going back to 2003

View all past filings