YHB Investment Advisors
Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, IJH, AMZN, and represent 18.32% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$6.0M), SPYG, SMLF, IJH, EMGF, QQQM, JMST, FNDX, INTF, NVDA.
- Started 29 new stock positions in FNDX, VTEB, EQT, SOXX, HACK, AXON, RAAX, MO, TROW, WBS.
- Reduced shares in these 10 stocks: MSFT (-$7.7M), BRK.B (-$7.0M), AMZN (-$6.8M), AON, GS, GOOG, GOOGL, LRCX, UNH, JPST.
- Sold out of its positions in BAH, CTSH, Dupont De Nemours, FBTC, HSY, Honeywell International, LBRDA, NOC, PYPL, SPIB. CRM, TSCO, ACN.
- YHB Investment Advisors was a net buyer of stock by $3.1M.
- YHB Investment Advisors has $1.6B in assets under management (AUM), dropping by 11.93%.
- Central Index Key (CIK): 0001469219
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Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 314 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $96M | 331k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $51M | -5% | 144k | 357.37 |
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| Microsoft Corporation (MSFT) | 3.1 | $48M | -13% | 128k | 373.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $47M | +6% | 604k | 77.11 |
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| Amazon (AMZN) | 2.9 | $45M | -13% | 188k | 238.34 |
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| NVIDIA Corporation (NVDA) | 2.8 | $44M | +3% | 219k | 200.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $43M | -9% | 123k | 353.33 |
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| Lam Research Corp Com New (LRCX) | 2.7 | $42M | -5% | 97k | 433.33 |
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| Costco Wholesale Corporation (COST) | 2.5 | $39M | 42k | 935.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $30M | -18% | 60k | 500.39 |
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| Visa Com Cl A (V) | 1.8 | $28M | +2% | 83k | 343.09 |
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| Amphenol Corp Cl A (APH) | 1.6 | $25M | 141k | 176.32 |
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| Thermo Fisher Scientific (TMO) | 1.6 | $25M | +2% | 49k | 501.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $23M | +34% | 31k | 748.90 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $23M | +5% | 48k | 477.57 |
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| United Rentals (URI) | 1.4 | $22M | 19k | 1132.89 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $22M | 29k | 746.76 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $21M | -7% | 412k | 50.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $20M | 136k | 148.31 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 1.3 | $20M | +17% | 222k | 89.14 |
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| Ecolab (ECL) | 1.3 | $20M | +2% | 70k | 278.61 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $18M | +6% | 56k | 327.33 |
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| Danaher Corporation (DHR) | 1.1 | $17M | +3% | 92k | 190.48 |
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| Palo Alto Networks (PANW) | 1.1 | $17M | +5% | 50k | 341.02 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $17M | 41k | 409.50 |
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| Amgen (AMGN) | 1.1 | $17M | 46k | 362.12 |
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| Stryker Corporation (SYK) | 1.0 | $16M | +3% | 50k | 314.84 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $15M | -3% | 444k | 33.84 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $15M | 109k | 137.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $15M | 153k | 96.58 |
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| Home Depot (HD) | 0.9 | $15M | 42k | 352.68 |
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| TJX Companies (TJX) | 0.8 | $12M | 81k | 151.50 |
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| Wal-Mart Stores (WMT) | 0.8 | $12M | +8% | 107k | 113.26 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.7 | $12M | +14% | 90k | 129.02 |
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| Eli Lilly & Co. (LLY) | 0.7 | $11M | +11% | 9.5k | 1199.43 |
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| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 0.7 | $11M | +9% | 347k | 32.17 |
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| Cummins (CMI) | 0.7 | $11M | -2% | 16k | 713.21 |
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| Woodward Governor Company (WWD) | 0.7 | $11M | -8% | 26k | 425.43 |
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| Fortinet (FTNT) | 0.7 | $11M | 69k | 153.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $10M | +2% | 321k | 31.71 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $10M | +2% | 123k | 82.84 |
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| Union Pacific Corporation (UNP) | 0.6 | $10M | +4% | 37k | 272.00 |
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| Eaton Corp SHS (ETN) | 0.6 | $10M | +7% | 24k | 426.12 |
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| Nextera Energy (NEE) | 0.6 | $9.7M | +5% | 111k | 87.77 |
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| Abbvie (ABBV) | 0.6 | $9.4M | 37k | 251.64 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $9.3M | 49k | 189.73 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $9.2M | +3% | 23k | 397.68 |
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| Oracle Corporation (ORCL) | 0.6 | $9.2M | -2% | 63k | 146.55 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.6 | $9.1M | 182k | 50.39 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $8.4M | +33% | 166k | 51.00 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.5 | $8.3M | +53% | 70k | 118.99 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $8.3M | +4% | 82k | 100.81 |
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| Meta Platforms Cl A (META) | 0.5 | $8.2M | +2% | 15k | 563.29 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $8.2M | 36k | 227.06 |
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| Ge Aerospace Com New (GE) | 0.5 | $7.9M | 21k | 373.73 |
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| Carlisle Companies (CSL) | 0.5 | $7.9M | 22k | 362.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $7.8M | 26k | 300.45 |
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| Broadcom (AVGO) | 0.5 | $7.3M | +7% | 19k | 377.75 |
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| McDonald's Corporation (MCD) | 0.5 | $7.2M | 27k | 270.31 |
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| W.W. Grainger (GWW) | 0.5 | $7.1M | 5.2k | 1360.40 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $6.7M | +6% | 229k | 29.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.5M | -10% | 9.4k | 686.78 |
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| Ge Vernova (GEV) | 0.4 | $6.3M | 5.4k | 1174.86 |
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| Johnson & Johnson (JNJ) | 0.4 | $6.2M | 24k | 253.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $6.0M | 16k | 368.38 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $6.0M | +77% | 20k | 302.97 |
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| Netflix (NFLX) | 0.4 | $5.9M | +3% | 83k | 71.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.9M | -14% | 8.0k | 736.43 |
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| Marriott Intl Cl A (MAR) | 0.4 | $5.8M | 16k | 370.59 |
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| Goldman Sachs (GS) | 0.4 | $5.8M | -45% | 5.7k | 1011.37 |
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| Pepsi (PEP) | 0.4 | $5.7M | -2% | 42k | 135.40 |
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| Servicenow (NOW) | 0.4 | $5.6M | +2% | 56k | 99.28 |
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| Yum! Brands (YUM) | 0.3 | $5.3M | 33k | 159.86 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.3 | $5.3M | +42% | 129k | 40.96 |
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| AFLAC Incorporated (AFL) | 0.3 | $5.3M | 45k | 117.25 |
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| Chevron Corporation (CVX) | 0.3 | $5.3M | +2% | 32k | 165.76 |
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| Metropcs Communications (TMUS) | 0.3 | $5.2M | 31k | 167.73 |
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| Intuit (INTU) | 0.3 | $5.1M | -10% | 19k | 261.00 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.3 | $4.9M | +119% | 67k | 73.26 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $4.9M | +6% | 56k | 87.88 |
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| UnitedHealth (UNH) | 0.3 | $4.8M | -33% | 12k | 415.63 |
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| Morgan Stanley Com New (MS) | 0.3 | $4.6M | 22k | 209.04 |
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| Linde SHS (LIN) | 0.3 | $4.6M | 8.9k | 518.91 |
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| Shell Spon Ads (SHEL) | 0.3 | $4.5M | -6% | 59k | 77.54 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.3 | $4.5M | 88k | 51.78 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.3 | $4.5M | +13% | 90k | 50.51 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.5M | +15% | 84k | 53.17 |
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| Procter & Gamble Company (PG) | 0.3 | $4.4M | -7% | 30k | 146.64 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $4.4M | 32k | 136.72 |
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| L3harris Technologies (LHX) | 0.3 | $4.3M | +13% | 15k | 290.59 |
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| Welltower Inc Com reit (WELL) | 0.3 | $4.3M | +3% | 19k | 226.97 |
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| Citigroup Com New (C) | 0.3 | $4.2M | 30k | 139.96 |
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| Prologis (PLD) | 0.3 | $4.0M | +3% | 29k | 135.47 |
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| Casey's General Stores (CASY) | 0.3 | $3.9M | +16% | 5.0k | 794.79 |
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| Church & Dwight (CHD) | 0.2 | $3.8M | -2% | 39k | 96.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.6M | -8% | 9.8k | 370.06 |
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| Waste Management (WM) | 0.2 | $3.4M | +29% | 15k | 222.88 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $3.4M | +17% | 68k | 50.50 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $3.4M | +4% | 64k | 52.41 |
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| Carrier Global Corporation (CARR) | 0.2 | $3.3M | 44k | 73.35 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.2M | +31% | 6.2k | 513.60 |
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| Blackrock (BLK) | 0.2 | $3.1M | 3.2k | 961.56 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $3.0M | 8.8k | 343.91 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $3.0M | 105k | 28.96 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $3.0M | 9.2k | 330.46 |
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| O'reilly Automotive (ORLY) | 0.2 | $3.0M | +4% | 33k | 92.09 |
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| eBay (EBAY) | 0.2 | $3.0M | -2% | 27k | 111.75 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.9M | +72% | 57k | 50.49 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $2.7M | -3% | 55k | 49.55 |
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| Fastenal Company (FAST) | 0.2 | $2.7M | 56k | 48.03 |
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| Aon Shs Cl A (AON) | 0.2 | $2.7M | -65% | 8.0k | 331.69 |
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| AutoZone (AZO) | 0.2 | $2.6M | 811.00 | 3195.94 |
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| Cisco Systems (CSCO) | 0.2 | $2.6M | -3% | 22k | 117.46 |
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| Walt Disney Company (DIS) | 0.2 | $2.6M | -3% | 27k | 96.25 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.5M | -19% | 24k | 103.96 |
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| Phillips 66 (PSX) | 0.2 | $2.4M | 14k | 169.05 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.4M | 11k | 219.43 |
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| Applied Materials (AMAT) | 0.2 | $2.4M | -10% | 3.3k | 723.00 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $2.2M | -2% | 16k | 141.89 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.1M | 26k | 82.64 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.1 | $2.1M | +14% | 19k | 112.09 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $2.1M | -5% | 23k | 89.65 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.1M | -8% | 27k | 75.28 |
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| American Express Company (AXP) | 0.1 | $2.1M | +2% | 6.1k | 338.25 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $2.0M | NEW | 65k | 31.10 |
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| Capital One Financial (COF) | 0.1 | $2.0M | -38% | 10k | 200.62 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.1 | $2.0M | -12% | 30k | 67.58 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $2.0M | +3% | 11k | 190.52 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.9M | -2% | 57k | 34.00 |
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| Micron Technology (MU) | 0.1 | $1.9M | +6% | 1.7k | 1154.29 |
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| Anthem (ELV) | 0.1 | $1.9M | -5% | 5.0k | 386.73 |
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| MercadoLibre (MELI) | 0.1 | $1.9M | +76% | 1.1k | 1697.39 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.9M | +5% | 10k | 188.09 |
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| Lowe's Companies (LOW) | 0.1 | $1.9M | 8.6k | 220.49 |
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| Fortive (FTV) | 0.1 | $1.8M | 30k | 61.09 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.8M | -6% | 31k | 57.84 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.7M | +35% | 32k | 53.11 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $1.7M | -32% | 11k | 145.78 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.6M | 14k | 117.50 |
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| ConocoPhillips (COP) | 0.1 | $1.6M | -3% | 16k | 103.96 |
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| Quanta Services (PWR) | 0.1 | $1.6M | +5% | 2.2k | 720.04 |
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| Cme (CME) | 0.1 | $1.6M | 7.3k | 220.83 |
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| Paychex (PAYX) | 0.1 | $1.6M | -8% | 16k | 98.33 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.5M | +2% | 19k | 79.42 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.4M | 12k | 118.31 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | +15% | 12k | 116.67 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.4M | 1.0k | 1332.04 |
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| International Business Machines (IBM) | 0.1 | $1.3M | -8% | 4.8k | 281.22 |
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| Caterpillar (CAT) | 0.1 | $1.3M | -5% | 1.2k | 1064.90 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $1.3M | -15% | 25k | 52.60 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.3M | -13% | 18k | 71.60 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.1 | $1.3M | 11k | 119.13 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $1.3M | -2% | 15k | 88.68 |
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| S&p Global (SPGI) | 0.1 | $1.3M | +151% | 3.2k | 407.26 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | 16k | 81.27 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $1.2M | +14% | 25k | 50.58 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.2M | 15k | 79.03 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $1.2M | 24k | 50.15 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $1.2M | 12k | 98.59 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | -7% | 4.4k | 270.44 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.2M | 17k | 68.41 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.1M | -5% | 7.1k | 156.97 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | -37% | 46k | 24.55 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.2k | 344.32 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.1 | $1.1M | 37k | 30.01 |
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| Humana (HUM) | 0.1 | $1.1M | +36% | 2.8k | 397.22 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.1M | -5% | 16k | 67.10 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 8.4k | 128.50 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $1.1M | 4.1k | 265.48 |
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| Pfizer (PFE) | 0.1 | $1.1M | -7% | 44k | 24.08 |
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| Spdr Series Trust St Str Rate Etf (FLRN) | 0.1 | $1.1M | 35k | 30.85 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.1M | +10% | 6.8k | 154.11 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.0M | +304% | 8.4k | 124.17 |
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| Workday Cl A (WDAY) | 0.1 | $1.0M | +32% | 8.4k | 122.42 |
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| Cigna Corp (CI) | 0.1 | $1.0M | -2% | 3.7k | 275.68 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $1.0M | -5% | 11k | 91.64 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $987k | -6% | 9.8k | 100.67 |
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| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 0.1 | $984k | NEW | 28k | 35.07 |
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| Colgate-Palmolive Company (CL) | 0.1 | $965k | 11k | 91.68 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $955k | +3% | 26k | 36.87 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $950k | +49% | 8.9k | 106.47 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $932k | +61% | 4.1k | 229.57 |
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| Voya Financial (VOYA) | 0.1 | $905k | -20% | 10k | 90.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $894k | +499% | 10k | 86.14 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $892k | 3.0k | 298.07 |
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| Tesla Motors (TSLA) | 0.1 | $884k | 2.1k | 420.60 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $879k | 7.7k | 114.19 |
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| Automatic Data Processing (ADP) | 0.1 | $877k | 3.9k | 223.95 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $869k | +54% | 82k | 10.57 |
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| Advanced Micro Devices (AMD) | 0.1 | $826k | NEW | 1.4k | 580.91 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $808k | -18% | 16k | 50.42 |
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| Bank of America Corporation (BAC) | 0.1 | $806k | 14k | 56.98 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $777k | +2% | 3.7k | 212.77 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $764k | 21k | 36.13 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $726k | -17% | 365.00 | 1989.44 |
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| Lennar Corp Cl A (LEN) | 0.0 | $724k | 8.0k | 90.49 |
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| 3M Company (MMM) | 0.0 | $703k | -3% | 4.3k | 161.92 |
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| Gilead Sciences (GILD) | 0.0 | $689k | -6% | 5.5k | 126.33 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $678k | 8.1k | 83.75 |
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| Zoetis Cl A (ZTS) | 0.0 | $671k | -54% | 9.3k | 71.86 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $662k | 15k | 44.97 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $640k | 6.6k | 96.43 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $638k | +4% | 23k | 27.70 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $631k | +6% | 10k | 60.79 |
|
| EQT Corporation (EQT) | 0.0 | $623k | NEW | 12k | 53.17 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $620k | -2% | 11k | 57.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $609k | -11% | 2.6k | 236.62 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $596k | +2% | 2.5k | 242.43 |
|
| Becton, Dickinson and (BDX) | 0.0 | $573k | -10% | 3.8k | 151.33 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $549k | 5.3k | 103.89 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $549k | 3.5k | 156.72 |
|
|
| Deere & Company (DE) | 0.0 | $537k | 846.00 | 634.33 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $528k | 5.1k | 103.45 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $527k | +12% | 6.7k | 78.95 |
|
| Equinix (EQIX) | 0.0 | $519k | +3% | 498.00 | 1042.39 |
|
| Ea Series Trust Arge Lar Cap Etf (ABIG) | 0.0 | $511k | NEW | 15k | 34.59 |
|
| Nike CL B (NKE) | 0.0 | $491k | -33% | 12k | 41.05 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $488k | +3% | 5.7k | 85.49 |
|
| Alcoa (AA) | 0.0 | $483k | -9% | 9.3k | 52.14 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $476k | +46% | 1.4k | 334.82 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $470k | 8.8k | 53.61 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $464k | -7% | 3.0k | 152.18 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $460k | -8% | 3.9k | 117.67 |
|
| Yum China Holdings (YUMC) | 0.0 | $454k | -2% | 11k | 40.87 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $449k | +2% | 3.1k | 146.11 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $447k | 11k | 40.23 |
|
|
| Philip Morris International (PM) | 0.0 | $441k | +13% | 2.4k | 180.91 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $428k | +69% | 3.0k | 142.21 |
|
| Booking Holdings (BKNG) | 0.0 | $428k | +2374% | 2.4k | 178.24 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $421k | 6.6k | 64.01 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $419k | 823.00 | 509.46 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $419k | 2.3k | 178.60 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $418k | 841.00 | 496.73 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $411k | 2.2k | 185.23 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $410k | +4% | 7.1k | 57.67 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $405k | 13k | 31.38 |
|
|
| Emerson Electric (EMR) | 0.0 | $403k | +5% | 2.8k | 143.15 |
|
| Norfolk Southern (NSC) | 0.0 | $395k | +3% | 1.3k | 314.59 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $394k | NEW | 2.4k | 166.67 |
|
| Hubbell (HUBB) | 0.0 | $386k | -3% | 737.00 | 523.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $385k | +300% | 4.8k | 80.57 |
|
| Abbott Laboratories (ABT) | 0.0 | $385k | -13% | 4.2k | 90.74 |
|
| CSX Corporation (CSX) | 0.0 | $384k | +5% | 8.1k | 47.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $383k | +700% | 3.2k | 119.53 |
|
| Trane Technologies SHS (TT) | 0.0 | $373k | 760.00 | 491.16 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $373k | -4% | 5.6k | 66.45 |
|
| Morningstar (MORN) | 0.0 | $370k | -5% | 2.4k | 156.02 |
|
| Qualcomm (QCOM) | 0.0 | $362k | -3% | 2.0k | 184.79 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $359k | 5.8k | 62.11 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $358k | 1.4k | 252.23 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $354k | 568.00 | 623.54 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $352k | +5% | 7.8k | 45.34 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $351k | 2.8k | 127.51 |
|
|
| Altria (MO) | 0.0 | $351k | NEW | 4.9k | 71.95 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $351k | +10% | 5.5k | 64.00 |
|
| Federal Signal Corporation (FSS) | 0.0 | $345k | 2.7k | 128.49 |
|
|
| Entergy Corporation (ETR) | 0.0 | $340k | 3.0k | 114.86 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $340k | NEW | 3.1k | 110.32 |
|
| D.R. Horton (DHI) | 0.0 | $333k | 2.0k | 162.88 |
|
|
| PNC Financial Services (PNC) | 0.0 | $329k | -2% | 1.3k | 246.22 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $329k | 5.5k | 59.69 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $328k | NEW | 759.00 | 431.46 |
|
| Ralliant Corp (RAL) | 0.0 | $325k | -8% | 4.4k | 73.63 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $322k | 3.9k | 83.07 |
|
|
| Southern Company (SO) | 0.0 | $320k | 3.3k | 95.71 |
|
|
| EOG Resources (EOG) | 0.0 | $319k | 2.5k | 129.73 |
|
|
| Progressive Corporation (PGR) | 0.0 | $319k | +2% | 1.5k | 218.45 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $313k | +4% | 2.6k | 121.43 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $312k | 2.7k | 114.18 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $311k | -11% | 3.0k | 102.19 |
|
| Enterprise Products Partners (EPD) | 0.0 | $310k | 8.4k | 36.76 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $308k | 2.3k | 132.52 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $308k | NEW | 480.00 | 640.76 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $302k | 2.1k | 146.41 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $298k | NEW | 2.4k | 126.60 |
|
| McKesson Corporation (MCK) | 0.0 | $296k | 392.00 | 755.60 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $288k | -23% | 4.1k | 70.53 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $283k | NEW | 7.1k | 39.67 |
|
| M&T Bank Corporation (MTB) | 0.0 | $279k | +4% | 1.2k | 238.01 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $274k | 425.00 | 644.06 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $272k | +3% | 7.5k | 36.26 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $271k | -18% | 515.00 | 526.44 |
|
| Webster Financial Corporation (WBS) | 0.0 | $267k | NEW | 3.5k | 76.42 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $261k | -14% | 2.4k | 107.13 |
|
| Corteva (CTVA) | 0.0 | $260k | 3.1k | 84.69 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $259k | NEW | 1.6k | 163.31 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $258k | 2.4k | 109.77 |
|
|
| Hca Holdings (HCA) | 0.0 | $258k | 662.00 | 389.89 |
|
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $255k | 7.7k | 33.26 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $254k | NEW | 5.0k | 50.58 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $243k | -2% | 802.00 | 303.12 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $235k | 1.1k | 205.02 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $235k | -8% | 1.1k | 217.93 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $235k | NEW | 973.00 | 240.97 |
|
| Waste Connections (WCN) | 0.0 | $232k | 1.4k | 166.64 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $229k | NEW | 1.3k | 170.08 |
|
| Verizon Communications (VZ) | 0.0 | $227k | NEW | 5.4k | 42.34 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $226k | -49% | 4.3k | 52.65 |
|
| Farmers Natl Banc Corp (FMNB) | 0.0 | $225k | -10% | 15k | 14.60 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $224k | NEW | 1.6k | 135.64 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $223k | NEW | 3.3k | 67.56 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $222k | -3% | 315.00 | 703.34 |
|
| Ameriprise Financial (AMP) | 0.0 | $219k | -2% | 478.00 | 458.76 |
|
| Axon Enterprise (AXON) | 0.0 | $219k | NEW | 390.00 | 560.61 |
|
| FedEx Corporation (FDX) | 0.0 | $218k | 695.00 | 313.13 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $212k | NEW | 2.0k | 104.93 |
|
| Viatris (VTRS) | 0.0 | $210k | +31% | 13k | 15.88 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $209k | NEW | 1.3k | 164.60 |
|
| T. Rowe Price (TROW) | 0.0 | $207k | NEW | 1.8k | 113.69 |
|
| Waters Corporation (WAT) | 0.0 | $204k | NEW | 545.00 | 375.04 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $204k | NEW | 856.00 | 238.19 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $203k | NEW | 1.2k | 169.88 |
|
| Corning Incorporated (GLW) | 0.0 | $201k | NEW | 787.00 | 255.36 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $200k | NEW | 1.3k | 158.66 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- YHB Investment Advisors 2026 Q2 filed July 14, 2026
- YHB Investment Advisors 2026 Q1 filed April 13, 2026
- 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