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, COST, and represent 19.19% of YHB Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SMLF, INTF, NOW, QQQM, IGIB, EQWL, EMGF, NBSD, JAAA, IEFA.
- Started 16 new stock positions in VTRS, DD, SPIB, QQQM, NOC, VRT, FBCG, FDX, EMGF, FMNB. SPGI, AJG, PNC, INTF, NMZ, IYW.
- Reduced shares in these 10 stocks: CRM, IQLT, ECL, LRCX, AAPL, SCHG, NVDA, MORN, IJR, GOOGL.
- Sold out of its positions in AMD, HACK, AXON, KVUE, MRSH, MLM, MBCN, PTC, TROW, QUS. XLV, XLY, DDD, TRUT.
- YHB Investment Advisors was a net buyer of stock by $3.5M.
- YHB Investment Advisors has $1.4B in assets under management (AUM), dropping by -3.63%.
- Central Index Key (CIK): 0001469219
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Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 298 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $83M | 326k | 253.79 |
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| Microsoft Corporation (MSFT) | 3.9 | $55M | 148k | 370.17 |
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| Amazon (AMZN) | 3.2 | $45M | 216k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $44M | -2% | 152k | 287.56 |
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| Costco Wholesale Corporation (COST) | 3.0 | $42M | 42k | 996.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $39M | 136k | 286.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $39M | 570k | 67.53 |
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| NVIDIA Corporation (NVDA) | 2.6 | $37M | -3% | 212k | 174.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $35M | 74k | 479.20 |
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| Visa Com Cl A (V) | 1.7 | $24M | 81k | 302.24 |
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| Thermo Fisher Scientific (TMO) | 1.7 | $24M | 48k | 491.53 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.6 | $23M | +2% | 444k | 50.61 |
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| Lam Research Corp Com New (LRCX) | 1.6 | $22M | -6% | 102k | 213.66 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $19M | 30k | 650.34 |
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| Ecolab (ECL) | 1.3 | $18M | -9% | 69k | 266.02 |
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| Amphenol Corp Cl A (APH) | 1.3 | $18M | 141k | 126.35 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $17M | -6% | 137k | 124.31 |
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| Danaher Corporation (DHR) | 1.2 | $17M | 88k | 189.60 |
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| Amgen (AMGN) | 1.2 | $16M | 46k | 351.85 |
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| Stryker Corporation (SYK) | 1.1 | $16M | 48k | 328.59 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $15M | +2% | 52k | 294.16 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $15M | 45k | 337.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $15M | -4% | 23k | 653.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $15M | -3% | 41k | 356.56 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 1.0 | $14M | +40% | 190k | 75.49 |
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| United Rentals (URI) | 1.0 | $14M | 20k | 728.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $14M | +6% | 154k | 90.53 |
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| Home Depot (HD) | 1.0 | $14M | +3% | 41k | 328.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $13M | -9% | 460k | 29.13 |
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| TJX Companies (TJX) | 0.9 | $13M | 82k | 159.70 |
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| Wal-Mart Stores (WMT) | 0.9 | $12M | 99k | 124.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $12M | 108k | 113.11 |
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| Intuitive Surgical Com New (ISRG) | 0.7 | $10M | 22k | 460.99 |
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| Woodward Governor Company (WWD) | 0.7 | $10M | -6% | 28k | 357.91 |
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| Nextera Energy (NEE) | 0.7 | $9.8M | +2% | 105k | 92.88 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.7 | $9.7M | 319k | 30.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $9.6M | -2% | 312k | 30.68 |
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| Oracle Corporation (ORCL) | 0.7 | $9.5M | 64k | 147.11 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $9.4M | +3% | 49k | 192.90 |
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| Intuit (INTU) | 0.7 | $9.3M | +4% | 22k | 432.38 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.6 | $9.0M | +34% | 79k | 115.24 |
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| Goldman Sachs (GS) | 0.6 | $8.8M | 10k | 845.99 |
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| Cummins (CMI) | 0.6 | $8.6M | -2% | 16k | 538.02 |
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| Union Pacific Corporation (UNP) | 0.6 | $8.6M | 35k | 242.62 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $8.4M | +4% | 120k | 69.75 |
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| McDonald's Corporation (MCD) | 0.6 | $8.2M | -2% | 26k | 310.79 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.6 | $8.2M | 179k | 45.65 |
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| Meta Platforms Cl A (META) | 0.6 | $8.1M | +3% | 14k | 572.13 |
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| Abbvie (ABBV) | 0.6 | $8.0M | 37k | 217.49 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $7.9M | +2% | 79k | 100.57 |
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| Eli Lilly & Co. (LLY) | 0.6 | $7.8M | +6% | 8.5k | 919.77 |
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| Eaton Corp SHS (ETN) | 0.6 | $7.8M | +6% | 22k | 357.67 |
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| Netflix (NFLX) | 0.6 | $7.8M | +8% | 81k | 96.15 |
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| Palo Alto Networks (PANW) | 0.5 | $7.6M | +2% | 48k | 160.32 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $7.6M | 36k | 211.15 |
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| Aon Shs Cl A (AON) | 0.5 | $7.4M | -6% | 23k | 322.78 |
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| Carlisle Companies (CSL) | 0.5 | $7.1M | +4% | 21k | 333.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $7.1M | 17k | 430.29 |
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| Pepsi (PEP) | 0.5 | $6.7M | -2% | 43k | 155.29 |
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| Metropcs Communications (TMUS) | 0.5 | $6.5M | -2% | 31k | 210.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $6.5M | -2% | 26k | 248.00 |
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| Chevron Corporation (CVX) | 0.5 | $6.4M | +4% | 31k | 206.90 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $6.3M | +7% | 124k | 50.98 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $6.3M | -10% | 11k | 597.56 |
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| Ge Aerospace Com New (GE) | 0.4 | $6.0M | 21k | 283.77 |
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| Johnson & Johnson (JNJ) | 0.4 | $5.9M | 24k | 244.44 |
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| Shell Spon Ads (SHEL) | 0.4 | $5.8M | 63k | 93.00 |
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| Servicenow (NOW) | 0.4 | $5.8M | +90% | 55k | 104.55 |
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| Fortinet (FTNT) | 0.4 | $5.6M | -7% | 69k | 81.72 |
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| W.W. Grainger (GWW) | 0.4 | $5.6M | +2% | 5.1k | 1090.81 |
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| Broadcom (AVGO) | 0.4 | $5.6M | +3% | 18k | 309.51 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $5.5M | +9% | 216k | 25.64 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $5.4M | +2% | 32k | 169.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.4M | 9.3k | 577.20 |
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| Yum! Brands (YUM) | 0.4 | $5.2M | -2% | 34k | 155.48 |
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| Marriott Intl Cl A (MAR) | 0.4 | $5.1M | 16k | 327.07 |
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| AFLAC Incorporated (AFL) | 0.4 | $4.9M | -2% | 45k | 109.70 |
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| UnitedHealth (UNH) | 0.3 | $4.7M | -4% | 17k | 270.59 |
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| Ge Vernova (GEV) | 0.3 | $4.7M | -5% | 5.4k | 872.90 |
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| Procter & Gamble Company (PG) | 0.3 | $4.7M | -3% | 32k | 144.44 |
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| L3harris Technologies (LHX) | 0.3 | $4.5M | +4% | 13k | 345.15 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $4.5M | -9% | 46k | 97.91 |
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| Linde SHS (LIN) | 0.3 | $4.4M | 8.8k | 495.73 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.3 | $4.0M | 86k | 46.91 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $4.0M | +17% | 53k | 76.54 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.3 | $4.0M | +65% | 79k | 50.71 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $3.9M | +164% | 73k | 53.22 |
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| Prologis (PLD) | 0.3 | $3.8M | 29k | 132.18 |
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| Church & Dwight (CHD) | 0.3 | $3.7M | -4% | 40k | 93.32 |
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| Morgan Stanley Com New (MS) | 0.3 | $3.7M | 22k | 164.57 |
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| Welltower Inc Com reit (WELL) | 0.3 | $3.6M | +6% | 18k | 197.71 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.3 | $3.5M | NEW | 91k | 38.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.4M | 11k | 320.82 |
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| Citigroup Com New (C) | 0.2 | $3.3M | 29k | 113.41 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $3.2M | +3% | 62k | 52.56 |
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| Casey's General Stores (CASY) | 0.2 | $3.1M | +14% | 4.3k | 727.86 |
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| Blackrock (BLK) | 0.2 | $3.1M | 3.2k | 961.71 |
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| Capital One Financial (COF) | 0.2 | $3.0M | 17k | 182.43 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.9M | -6% | 30k | 96.70 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $2.9M | +19% | 58k | 50.45 |
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| O'reilly Automotive (ORLY) | 0.2 | $2.9M | +12% | 32k | 92.31 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $2.8M | -12% | 9.2k | 304.08 |
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| AutoZone (AZO) | 0.2 | $2.8M | -2% | 824.00 | 3377.78 |
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| Waste Management (WM) | 0.2 | $2.7M | +3% | 12k | 229.79 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.7M | 9.0k | 298.85 |
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| Walt Disney Company (DIS) | 0.2 | $2.7M | 28k | 96.38 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.6M | 105k | 25.10 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $2.6M | -52% | 57k | 46.23 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $2.6M | NEW | 11k | 237.62 |
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| Fastenal Company (FAST) | 0.2 | $2.6M | 56k | 46.40 |
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| Phillips 66 (PSX) | 0.2 | $2.6M | 14k | 182.19 |
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| Carrier Global Corporation (CARR) | 0.2 | $2.5M | 45k | 56.31 |
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| eBay (EBAY) | 0.2 | $2.5M | 27k | 91.02 |
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| Zoetis Cl A (ZTS) | 0.2 | $2.4M | -3% | 20k | 118.21 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.4M | +14% | 4.7k | 499.66 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $2.3M | -9% | 17k | 137.18 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $2.2M | +20% | 34k | 63.91 |
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| Cme (CME) | 0.2 | $2.2M | -3% | 7.3k | 295.35 |
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| ConocoPhillips (COP) | 0.2 | $2.1M | -4% | 16k | 132.00 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $2.1M | -8% | 73k | 28.71 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.1M | 11k | 191.81 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.0M | 26k | 79.61 |
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| Lowe's Companies (LOW) | 0.1 | $2.0M | 8.6k | 236.28 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $2.0M | 16k | 125.13 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $1.9M | -32% | 30k | 64.73 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $1.9M | 24k | 79.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.9M | -8% | 33k | 57.64 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.9M | -8% | 59k | 32.01 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $1.9M | NEW | 31k | 60.43 |
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| American Express Company (AXP) | 0.1 | $1.8M | 5.9k | 302.48 |
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| Cisco Systems (CSCO) | 0.1 | $1.8M | 23k | 77.59 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.7M | +11% | 19k | 92.69 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.7M | +316% | 33k | 50.37 |
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| Fortive (FTV) | 0.1 | $1.7M | -3% | 30k | 55.28 |
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| Paychex (PAYX) | 0.1 | $1.6M | -9% | 18k | 92.12 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.6M | 21k | 77.08 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $1.6M | +54% | 16k | 95.96 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $1.6M | +19% | 30k | 52.19 |
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| Anthem (ELV) | 0.1 | $1.6M | 5.3k | 292.75 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +4% | 11k | 146.28 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.5M | 9.6k | 155.11 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.4M | +8% | 23k | 61.26 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.4M | 14k | 100.62 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.4M | +2% | 12k | 111.42 |
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| Pfizer (PFE) | 0.1 | $1.4M | 48k | 28.08 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.3M | -13% | 10k | 132.90 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $1.3M | -4% | 15k | 88.42 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.3M | -4% | 17k | 75.35 |
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| International Business Machines (IBM) | 0.1 | $1.3M | +4% | 5.2k | 242.40 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | -23% | 3.7k | 341.79 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | -8% | 4.7k | 260.31 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.2M | 15k | 79.27 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $1.2M | +29% | 24k | 50.12 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +3% | 16k | 76.05 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.2M | +12% | 1.0k | 1158.96 |
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| Quanta Services (PWR) | 0.1 | $1.2M | +2% | 2.1k | 549.02 |
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| MercadoLibre (MELI) | 0.1 | $1.1M | +87% | 636.00 | 1729.02 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $1.1M | 36k | 30.07 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $1.1M | 21k | 50.62 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $1.1M | 35k | 30.78 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.1M | +4% | 12k | 91.64 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.1M | +90% | 6.2k | 171.21 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.1M | +4% | 11k | 100.66 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $1.0M | 11k | 96.62 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | +4% | 3.3k | 320.55 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | -17% | 7.5k | 138.37 |
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| Honeywell International (HON) | 0.1 | $1.0M | -11% | 4.6k | 226.02 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $1.0M | +8% | 12k | 84.52 |
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| Cigna Corp (CI) | 0.1 | $1.0M | 3.8k | 266.75 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 8.4k | 120.29 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $1.0M | 4.1k | 249.06 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $995k | -31% | 20k | 50.44 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $976k | 17k | 56.79 |
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| Nike CL B (NKE) | 0.1 | $943k | -13% | 18k | 52.82 |
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| Caterpillar (CAT) | 0.1 | $934k | -21% | 1.3k | 708.46 |
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| Colgate-Palmolive Company (CL) | 0.1 | $905k | -7% | 11k | 85.23 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $890k | 2.1k | 426.40 |
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| Voya Financial (VOYA) | 0.1 | $858k | 13k | 68.32 |
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| Workday Cl A (WDAY) | 0.1 | $826k | +11% | 6.4k | 129.92 |
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| Automatic Data Processing (ADP) | 0.1 | $810k | 4.0k | 203.18 |
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| Gilead Sciences (GILD) | 0.1 | $809k | 5.8k | 139.36 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $784k | 7.7k | 101.77 |
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| Tesla Motors (TSLA) | 0.1 | $773k | +3% | 2.1k | 371.75 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $771k | -7% | 25k | 30.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $756k | 1.7k | 436.79 |
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| Lennar Corp Cl A (LEN) | 0.0 | $695k | 8.0k | 86.84 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $684k | 8.5k | 80.56 |
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| Bank of America Corporation (BAC) | 0.0 | $684k | -29% | 14k | 48.75 |
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| Alcoa (AA) | 0.0 | $682k | -11% | 10k | 66.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $681k | +3% | 3.5k | 191.92 |
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| Bristol Myers Squibb (BMY) | 0.0 | $670k | 11k | 60.65 |
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| Becton, Dickinson and (BDX) | 0.0 | $662k | -11% | 4.2k | 157.23 |
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| 3M Company (MMM) | 0.0 | $653k | +2% | 4.5k | 145.24 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $639k | 15k | 43.42 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $637k | 6.0k | 106.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $627k | -3% | 2.9k | 215.06 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $611k | -4% | 21k | 29.08 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $608k | 8.1k | 75.10 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $588k | -2% | 3.0k | 194.14 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $586k | -46% | 444.00 | 1320.83 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $584k | 6.6k | 88.69 |
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| Yum China Holdings (YUMC) | 0.0 | $558k | +21% | 11k | 48.78 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $554k | 9.8k | 56.58 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $551k | NEW | 53k | 10.38 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $546k | NEW | 2.5k | 216.58 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $544k | +18% | 22k | 24.75 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $543k | -8% | 3.6k | 152.75 |
|
| salesforce (CRM) | 0.0 | $542k | -85% | 2.9k | 186.67 |
|
| S&p Global (SPGI) | 0.0 | $534k | NEW | 1.3k | 425.34 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $530k | 11k | 47.72 |
|
|
| Micron Technology (MU) | 0.0 | $528k | -23% | 1.6k | 337.84 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $516k | -4% | 5.3k | 97.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $513k | -7% | 2.4k | 213.67 |
|
| Abbott Laboratories (ABT) | 0.0 | $505k | 4.9k | 102.67 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $502k | +26% | 831.00 | 604.39 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $491k | -36% | 4.3k | 114.99 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $487k | -2% | 7.9k | 61.35 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $479k | 3.3k | 145.94 |
|
|
| Deere & Company (DE) | 0.0 | $477k | 846.00 | 563.30 |
|
|
| Equinix (EQIX) | 0.0 | $472k | -5% | 481.00 | 980.24 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $468k | 6.6k | 71.18 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $439k | 568.00 | 772.64 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $432k | 8.8k | 49.37 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $427k | -4% | 5.9k | 71.77 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $425k | 5.5k | 77.11 |
|
|
| Morningstar (MORN) | 0.0 | $424k | -74% | 2.5k | 169.05 |
|
| Booking Holdings (BKNG) | 0.0 | $408k | 97.00 | 4210.32 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $393k | +22% | 3.0k | 130.95 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $386k | 7.7k | 50.30 |
|
|
| Charter Communications Cl A (CHTR) | 0.0 | $384k | 1.8k | 215.88 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $376k | 841.00 | 446.54 |
|
|
| Hubbell (HUBB) | 0.0 | $373k | 760.00 | 490.74 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $362k | -3% | 5.0k | 71.82 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $360k | -9% | 2.2k | 161.73 |
|
| EOG Resources (EOG) | 0.0 | $358k | -19% | 2.5k | 144.57 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $357k | +33% | 635.00 | 561.89 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $354k | -35% | 5.3k | 66.28 |
|
| Philip Morris International (PM) | 0.0 | $354k | +4% | 2.1k | 165.34 |
|
| Humana (HUM) | 0.0 | $352k | -11% | 2.0k | 173.39 |
|
| Norfolk Southern (NSC) | 0.0 | $350k | 1.2k | 287.00 |
|
|
| Emerson Electric (EMR) | 0.0 | $349k | 2.7k | 131.02 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $348k | -36% | 5.9k | 59.19 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $343k | 1.2k | 287.18 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $340k | 2.3k | 144.71 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $338k | +3% | 7.4k | 45.89 |
|
| McKesson Corporation (MCK) | 0.0 | $337k | -7% | 389.00 | 865.36 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $336k | 13k | 26.05 |
|
|
| Entergy Corporation (ETR) | 0.0 | $333k | 3.0k | 112.36 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $329k | +37% | 6.8k | 48.32 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $324k | 2.7k | 118.62 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $324k | +44% | 2.8k | 117.66 |
|
| Southern Company (SO) | 0.0 | $322k | -5% | 3.3k | 96.52 |
|
| Enterprise Products Partners (EPD) | 0.0 | $319k | 8.4k | 37.84 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $317k | 760.00 | 416.74 |
|
|
| CSX Corporation (CSX) | 0.0 | $315k | -9% | 7.7k | 41.05 |
|
| Hartford Financial Services (HIG) | 0.0 | $315k | -2% | 2.3k | 135.23 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $314k | 3.8k | 81.98 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $314k | +23% | 2.8k | 110.86 |
|
| Hca Holdings (HCA) | 0.0 | $313k | 662.00 | 473.24 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $309k | -16% | 3.5k | 89.59 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $298k | 5.5k | 54.05 |
|
|
| Federal Signal Corporation (FSS) | 0.0 | $290k | 2.7k | 108.14 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $290k | NEW | 5.8k | 50.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $287k | 5.0k | 57.58 |
|
|
| PNC Financial Services (PNC) | 0.0 | $285k | NEW | 1.4k | 208.09 |
|
| Progressive Corporation (PGR) | 0.0 | $282k | -4% | 1.4k | 198.24 |
|
| D.R. Horton (DHI) | 0.0 | $281k | 2.0k | 137.22 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $279k | 400.00 | 698.37 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $279k | 1.1k | 243.08 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $266k | -17% | 3.4k | 78.03 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $264k | 2.1k | 128.12 |
|
|
| Qualcomm (QCOM) | 0.0 | $262k | 2.0k | 128.78 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $262k | 5.2k | 50.22 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $260k | -34% | 1.3k | 198.29 |
|
| Corteva (CTVA) | 0.0 | $259k | 3.1k | 83.71 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $257k | NEW | 1.4k | 181.42 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $243k | NEW | 971.00 | 250.58 |
|
| FedEx Corporation (FDX) | 0.0 | $243k | NEW | 682.00 | 356.18 |
|
| Dupont De Nemours (DD) | 0.0 | $240k | NEW | 5.2k | 45.80 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $238k | +8% | 7.2k | 32.95 |
|
| M&T Bank Corporation (MTB) | 0.0 | $232k | -7% | 1.1k | 206.72 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $231k | 2.5k | 93.31 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $231k | 1.2k | 196.20 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $231k | -41% | 425.00 | 543.12 |
|
| Farmers Natl Banc Corp (FMNB) | 0.0 | $228k | NEW | 17k | 13.16 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $227k | 2.4k | 96.47 |
|
|
| Waste Connections (WCN) | 0.0 | $225k | 1.4k | 161.97 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $218k | +3% | 3.7k | 59.03 |
|
| Ameriprise Financial (AMP) | 0.0 | $217k | -23% | 488.00 | 444.40 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $215k | -12% | 822.00 | 261.92 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $215k | NEW | 6.4k | 33.54 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $214k | NEW | 313.00 | 682.24 |
|
| Hershey Company (HSY) | 0.0 | $208k | -24% | 1.0k | 207.89 |
|
| Tractor Supply Company (TSCO) | 0.0 | $205k | 4.5k | 45.30 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $205k | -55% | 4.5k | 45.23 |
|
| Ralliant Corp (RAL) | 0.0 | $201k | -13% | 4.8k | 41.59 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $200k | -8% | 325.00 | 616.76 |
|
| Viatris (VTRS) | 0.0 | $136k | NEW | 10k | 13.51 |
|
Past Filings by YHB Investment Advisors
SEC 13F filings are viewable for YHB Investment Advisors going back to 2003
- 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
- YHB Investment Advisors 2022 Q3 filed Nov. 3, 2022