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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.2 $61M 451k 134.16
Microsoft Corp Stock (MSFT) 4.3 $49M 189k 260.74
Amazon Stock (AMZN) 3.3 $38M 11k 3399.48
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 2.5 $28M -6% 278k 101.96
Thermo Fisher Scientific Stock (TMO) 2.4 $28M 57k 492.93
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $25M -8% 93k 272.11
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.2 $25M -4% 11k 2297.75
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.0 $23M -2% 10k 2282.73
Danaher Corporation Stock (DHR) 2.0 $23M 95k 243.05
Disney Stock (DIS) 1.9 $22M -3% 115k 187.26
Visa Inc Com Cl A Stock (V) 1.8 $20M 90k 226.41
Costco Whsl Corp Stock (COST) 1.6 $19M 51k 370.73
Paypal Hldgs Stock (PYPL) 1.6 $18M 67k 269.87
Ishares S&p Midcap Fund Etf (IJH) 1.4 $17M -4% 61k 271.36

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Ecolab Stock (ECL) 1.3 $15M 69k 223.14
Facebook Inc Cl A Stock (FB) 1.3 $15M +9% 49k 306.17
Invesco Bulletshares 2023 Corporate Bond Etf Etf (BSCN) 1.3 $15M +19% 664k 21.78
Home Depot Stock (HD) 1.2 $14M 42k 328.09
Unitedhealth Group Stock (UNH) 1.2 $14M 35k 391.01
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.2 $14M +13% 607k 22.27
Comcast Corp New Cl A Stock (CMCSA) 1.1 $13M -10% 241k 55.11
Stryker Corporation Stock (SYK) 1.1 $13M 51k 257.13
Nike Inc Cl B Stock (NKE) 1.1 $13M 94k 134.31
Pepsico Stock (PEP) 1.1 $12M 86k 144.16
Amgen Stock (AMGN) 1.0 $12M 47k 255.71
Intuit Stock (INTU) 1.0 $12M 29k 415.84
Ishares S&p Small-cap Fund Etf (IJR) 1.0 $11M -3% 100k 110.77
Johnson & Johnson Stock (JNJ) 1.0 $11M 68k 162.24
Spdr S&p 500 Etf Etf (SPY) 0.9 $11M 26k 417.24
Aon Plc Shs Cl A Stock (AON) 0.9 $11M -2% 44k 239.12
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.9 $11M +89% 92k 114.54
Lam Research Corp Stock (LRCX) 0.9 $11M 16k 643.72
United Rentals Stock (URI) 0.8 $9.7M -2% 30k 328.13
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.8 $9.6M 108k 88.79
Nextera Energy Stock (NEE) 0.8 $9.3M 115k 80.94
Union Pac Corp Stock (UNP) 0.8 $9.0M 40k 222.70
Mcdonalds Corp Stock (MCD) 0.8 $9.0M 39k 233.08
Becton Dickinson & Co Stock (BDX) 0.8 $8.8M 34k 260.93
Intuitive Surgical Stock (ISRG) 0.7 $8.4M +2% 10k 812.52
Ishares S&p 500 Growth Etf Etf (IVW) 0.7 $8.2M 117k 69.95
Oracle Corp Stock (ORCL) 0.7 $8.0M -2% 101k 78.95
Tjx Cos Stock (TJX) 0.7 $7.7M 109k 69.99
Honeywell Intl Stock (HON) 0.6 $7.4M 32k 232.12
Goldman Sachs Group Stock (GS) 0.6 $7.1M -5% 21k 342.31
Cvs Health Corp Stock (CVS) 0.6 $7.0M +2% 93k 75.88
Ishares Russell 2000 Etf Etf (IWM) 0.6 $7.0M 31k 224.66
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.6 $6.9M +4% 49k 140.54
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.6 $6.8M +93% 128k 53.58
Raytheon Technologies Corp Stock (RTX) 0.6 $6.6M -8% 84k 78.22
Fortive Corp Stock (FTV) 0.6 $6.5M 90k 72.38
Amphenol Corp New Cl A Stock (APH) 0.6 $6.5M +101% 95k 68.48
Ishares Core S&p 500 Etf Etf (IVV) 0.5 $6.3M 15k 418.87
Invesco Bulletshares 2021 Corporate Bond Etf Etf (BSCL) 0.5 $6.3M -8% 296k 21.15
Cme Group Stock (CME) 0.5 $6.2M 30k 207.58
Wells Fargo Stock (WFC) 0.5 $6.0M -7% 137k 43.84
Morgan Stanley Stock (MS) 0.5 $6.0M -3% 76k 78.59
Paychex Stock (PAYX) 0.5 $5.9M 61k 97.50
General Electric Stock (GE) 0.5 $5.7M -9% 425k 13.39
Morningstar Stock (MORN) 0.5 $5.6M +2% 24k 237.22
Fidelity Natl Information Svcs Stock (FIS) 0.5 $5.6M +4% 37k 152.62
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.5 $5.5M -4% 67k 82.56
Procter And Gamble Stock (PG) 0.5 $5.5M -2% 40k 137.25
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $5.1M -16% 35k 148.64
Citigroup Stock (C) 0.4 $4.9M -7% 68k 72.44
Citrix Sys Stock (CTXS) 0.4 $4.9M 35k 140.49
Truist Finl Corp Stock (TFC) 0.4 $4.7M 82k 57.84
Church & Dwight Stock (CHD) 0.4 $4.7M 53k 87.95
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $4.6M -13% 91k 50.73
Yum Brands Stock (YUM) 0.4 $4.6M -2% 39k 118.07
Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $4.5M +11% 44k 102.18
Colgate Palmolive Stock (CL) 0.4 $4.5M 55k 80.71
Invesco Ultra Short Duration Etf Etf (GSY) 0.4 $4.3M +26% 85k 50.52
Cummins Stock (CMI) 0.4 $4.3M 16k 264.33
Yum China Hldgs Stock (YUMC) 0.4 $4.2M -2% 70k 60.09
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $4.2M +9% 54k 77.55
Zoetis Inc Cl A Stock (ZTS) 0.4 $4.1M 24k 167.63
Spdr Gold Shares Etf (GLD) 0.3 $4.0M -3% 24k 166.35
Us Bancorp Del Stock (USB) 0.3 $3.9M +3% 68k 57.85
Vanguard S&p 500 Etf Etf (VOO) 0.3 $3.9M 10k 383.62
Edwards Lifesciences Corp Stock (EW) 0.3 $3.8M +6% 43k 89.01
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $3.8M +50% 46k 83.98
Invesco Bulletshares 2022 Corporate Bond Etf Etf (BSCM) 0.3 $3.7M +55% 173k 21.67
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.3 $3.7M +30% 165k 22.22
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $3.6M +2% 48k 75.19
Prologis Reit (PLD) 0.3 $3.6M +3% 32k 112.56
Hilton Worldwide Hldgs Stock (HLT) 0.3 $3.6M -6% 28k 128.05
Pfizer Stock (PFE) 0.3 $3.5M -4% 92k 38.57
Linde Stock (LIN) 0.3 $3.5M -3% 12k 289.98
Ebay Stock (EBAY) 0.3 $3.5M 54k 64.93
Abbvie Stock (ABBV) 0.3 $3.4M +36% 31k 107.92
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $3.4M -6% 62k 54.34
Netflix Stock (NFLX) 0.3 $3.3M -5% 6.1k 546.49
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $3.3M +188% 60k 54.73
Anthem Stock (ANTM) 0.3 $3.2M -5% 8.5k 375.63
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $3.1M +10% 56k 55.11
Carlisle Cos Stock (CSL) 0.3 $3.1M -2% 18k 175.12
Fastenal Stock (FAST) 0.3 $3.0M 60k 50.53
Woodward Stock (WWD) 0.3 $3.0M -2% 25k 123.67
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.3 $3.0M +23% 19k 155.35
General Mtrs Stock (GM) 0.3 $2.9M -6% 50k 58.71
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $2.9M 50k 58.77
Schwab International Equity Etf Etf (SCHF) 0.2 $2.9M +11% 73k 39.33
Invesco Qqq Trust Etf (QQQ) 0.2 $2.9M 8.4k 341.99
Jpmorgan Chase & Co Stock (JPM) 0.2 $2.9M -6% 19k 153.28
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.2 $2.8M +25% 132k 21.45
Dish Network Corporation Cl A Stock (DISH) 0.2 $2.8M +18% 74k 38.01
Walmart Stock (WMT) 0.2 $2.8M +10% 20k 140.63
Dollar Gen Corp Stock (DG) 0.2 $2.8M +33% 13k 216.76
Essential Utils Stock (WTRG) 0.2 $2.7M 58k 47.25
Medtronic Stock (MDT) 0.2 $2.6M -5% 21k 125.89
Capital One Finl Corp Stock (COF) 0.2 $2.5M -4% 18k 136.69
Aflac Stock (AFL) 0.2 $2.4M -2% 45k 53.45
Bristol-myers Squibb Stock (BMY) 0.2 $2.3M -2% 35k 65.46
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.2M +30% 44k 51.08
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.2 $2.2M +5% 102k 21.76
Exxon Mobil Corp Stock (XOM) 0.2 $2.2M -3% 39k 56.66
Lowes Cos Stock (LOW) 0.2 $2.2M 11k 208.27
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $2.1M +13% 65k 32.24
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $2.1M +10% 20k 101.66
Align Technology Stock (ALGN) 0.2 $2.0M 3.3k 606.22
Charter Communications Inc New Cl A Stock (CHTR) 0.2 $2.0M 3.1k 644.41
Chevron Corp Stock (CVX) 0.2 $2.0M 20k 102.94
L3harris Technologies Stock (LHX) 0.2 $2.0M 9.5k 210.77
Cisco Sys Stock (CSCO) 0.2 $2.0M -4% 38k 52.81
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $2.0M NEW 36k 54.26
Abiomed Stock (ABMD) 0.2 $2.0M 5.9k 330.46
Starbucks Corp Stock (SBUX) 0.2 $1.9M -5% 16k 118.34
Intel Corp Stock (INTC) 0.2 $1.9M -14% 30k 64.76
Stanley Black & Decker Stock (SWK) 0.2 $1.9M 9.0k 205.37
Carrier Global Corporation Stock (CARR) 0.2 $1.8M 41k 43.88
Illinois Tool Wks Stock (ITW) 0.2 $1.8M +24% 8.0k 224.08
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.2 $1.8M -4% 17k 107.55
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $1.8M +75% 36k 50.17
Blackrock Stock (BLK) 0.1 $1.7M 2.1k 811.24
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf (SHM) 0.1 $1.7M -27% 35k 49.73
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.1 $1.7M -5% 20k 83.49
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $1.7M +5% 28k 60.62
3M Stock (MMM) 0.1 $1.7M +2% 8.4k 198.53
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.6M 20k 82.00
Pimco Short Term Municipal Bond Active Exchange-traded Fund Etf (SMMU) 0.1 $1.6M -15% 32k 51.50
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $1.6M -13% 21k 75.45
Invesco Dynamic Biotechnology & Genome Etf Etf (PBE) 0.1 $1.6M +2% 21k 75.22
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.5M +2% 19k 79.29
Waste Mgmt Inc Del Stock (WM) 0.1 $1.5M -3% 11k 135.07
Aercap Holdings Nv Stock (AER) 0.1 $1.5M -6% 24k 60.29
Willis Towers Watson Stock (WLTW) 0.1 $1.5M NEW 6.1k 240.42
Otis Worldwide Corp Stock (OTIS) 0.1 $1.4M -2% 20k 70.56
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.4M +6% 38k 37.01
First Trust Nasdaq Artificial Intelligence And Robotics Etf Etf (ROBT) 0.1 $1.4M 26k 54.23
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $1.4M +5% 6.4k 217.13
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $1.4M -3% 17k 80.63
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.4M -17% 3.6k 386.13
Vanguard Large-cap Index Fund Etf (VV) 0.1 $1.3M 6.9k 195.50
Automatic Data Processing Stock (ADP) 0.1 $1.3M 7.0k 193.01
Etfmg Prime Cyber Security Etf Etf (HACK) 0.1 $1.3M 23k 57.32
Bk Of America Corp Stock (BAC) 0.1 $1.3M 33k 39.16
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.1 $1.3M -6% 8.4k 150.34
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $1.1M -3% 7.4k 153.05
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $1.1M -4% 13k 85.20
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $1.1M 21k 52.76
American Express Stock (AXP) 0.1 $1.1M 7.3k 149.97
Proshares Ultra Silver Etf (AGQ) 0.1 $1.1M 23k 46.42
Ishares National Muni Bond Etf Etf (MUB) 0.1 $1.0M +4% 8.9k 116.99
Merck & Co Stock (MRK) 0.1 $1.0M 13k 77.44
Verizon Stock (VZ) 0.1 $1.0M +5% 17k 58.28
Coca Cola Stock (KO) 0.1 $959k -3% 18k 53.71
Mckesson Corp Stock (MCK) 0.1 $954k 4.9k 193.23
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $940k +8% 21k 44.40
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $940k +18% 11k 87.83
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $926k +2% 9.1k 101.42
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $913k 15k 62.92
Alibaba Group Hldg Adr (BABA) 0.1 $896k 3.8k 238.81
Abbott Labs Stock (ABT) 0.1 $871k 7.0k 124.34
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $840k +16% 11k 78.70
Emerson Elec Stock (EMR) 0.1 $839k 9.1k 92.22
Gilead Sciences Stock (GILD) 0.1 $830k -11% 12k 66.87
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $807k -13% 12k 67.20
Lincoln Elec Hldgs Stock (LECO) 0.1 $797k 6.4k 123.78
Salesforce Stock (CRM) 0.1 $751k 3.2k 231.79
Target Corp Stock (TGT) 0.1 $743k -32% 3.6k 208.53
Fiserv Stock (FISV) 0.1 $713k -19% 5.7k 125.15
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $688k 6.6k 103.63
Peoples United Financial Stock (PBCT) 0.1 $687k -9% 38k 17.87
Fedex Corp Stock (FDX) 0.1 $682k 2.4k 287.40
Phillips 66 Stock (PSX) 0.1 $678k -6% 8.6k 78.71
At&t Stock (T) 0.1 $636k 21k 29.95
Boeing Stock (BA) 0.1 $632k +17% 2.5k 248.33
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $629k 7.7k 81.69
Skyworks Solutions Stock (SWKS) 0.1 $609k -33% 3.2k 189.72
Chipotle Mexican Grill Stock (CMG) 0.1 $596k -6% 388.00 1536.08
Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $567k -7% 11k 53.50
Cigna Corp Stock (CI) 0.0 $564k +33% 2.2k 252.46
Norfolk Southn Corp Stock (NSC) 0.0 $540k -2% 2.0k 270.95
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $537k -15% 11k 48.41
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $529k +132% 7.0k 75.58
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $516k +17% 6.3k 82.30
Applied Matls Stock (AMAT) 0.0 $511k -28% 3.8k 133.73
Adobe Systems Incorporated Stock (ADBE) 0.0 $496k -2% 944.00 525.42
Invesco Global Water Etf Etf (PIO) 0.0 $495k 13k 38.22
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $493k NEW 4.1k 118.91
Ark Innovation Etf Etf (ARKK) 0.0 $490k NEW 3.9k 124.27
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $488k -14% 1.9k 261.38
Renaissance Ipo Etf Etf (IPO) 0.0 $477k NEW 7.4k 64.78
D R Horton Stock (DHI) 0.0 $448k -39% 4.6k 96.41
Tesla Stock (TSLA) 0.0 $447k -5% 604.00 740.07
Kimberly-clark Corp Stock (KMB) 0.0 $443k 3.2k 139.18
Novartis Adr (NVS) 0.0 $441k 5.0k 87.99
Texas Instrs Stock (TXN) 0.0 $432k 2.3k 191.83
Vanguard Growth Index Fund Etf (VUG) 0.0 $431k -10% 1.6k 276.46
Transdigm Group Stock (TDG) 0.0 $410k 664.00 617.47
Spdr S&p Dividend Etf Etf (SDY) 0.0 $410k +8% 3.4k 121.45
Caterpillar Stock (CAT) 0.0 $404k +22% 1.7k 233.26
Regeneron Pharmaceuticals Stock (REGN) 0.0 $404k 803.00 503.11
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $393k -20% 11k 35.43
Trane Technologies Stock (TT) 0.0 $389k 2.3k 172.12
Duke Energy Corp Stock (DUK) 0.0 $388k 3.9k 100.57
Toronto Dominion Bk Ont Stock (TD) 0.0 $384k 5.8k 66.32
Servicenow Stock (NOW) 0.0 $380k 683.00 556.37
Csx Corp Stock (CSX) 0.0 $365k +4% 3.7k 98.52
Discover Finl Svcs Stock (DFS) 0.0 $358k 3.5k 102.29
Cerner Corp Stock (CERN) 0.0 $354k 4.7k 75.35
Lpl Finl Hldgs Stock (LPLA) 0.0 $351k -40% 2.4k 147.48
Deere & Co Stock (DE) 0.0 $351k 917.00 382.77
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $350k 3.5k 100.00
Qualcomm Stock (QCOM) 0.0 $346k +11% 2.5k 138.12
Pool Corp Stock (POOL) 0.0 $345k +6% 902.00 382.48
Dupont De Nemours Stock (DD) 0.0 $342k 4.4k 77.06
Lilly Eli & Co Stock (LLY) 0.0 $341k 1.8k 189.44
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $339k -2% 5.2k 65.70
International Business Machs Stock (IBM) 0.0 $339k 2.5k 133.52
Trimble Stock (TRMB) 0.0 $323k -32% 3.9k 82.08
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $318k 2.4k 131.41
Etsy Stock (ETSY) 0.0 $316k -28% 1.4k 220.21
Post Hldgs Stock (POST) 0.0 $314k -40% 2.8k 110.56
Copart Stock (CPRT) 0.0 $312k 2.5k 123.66
Crown Castle Intl Corp Reit (CCI) 0.0 $311k -29% 1.7k 179.77
Keysight Technologies Stock (KEYS) 0.0 $311k +12% 2.1k 145.53
Grainger W W Stock (GWW) 0.0 $298k 732.00 407.10
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $295k -12% 2.7k 107.86
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $295k 2.7k 108.94
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.0 $294k NEW 7.1k 41.32
Price T Rowe Group Stock (TROW) 0.0 $289k 1.6k 177.96
Intercontinental Exchange Stock (ICE) 0.0 $287k 2.4k 120.89
Equinix Reit (EQIX) 0.0 $285k NEW 403.00 707.20
Air Prods & Chems Stock (APD) 0.0 $284k 988.00 287.45
Burlington Stores Stock (BURL) 0.0 $284k 876.00 324.20
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $278k 560.00 496.43
Philip Morris Intl Stock (PM) 0.0 $277k 3.0k 93.08
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $277k 1.2k 230.64
Eversource Energy Stock (ES) 0.0 $276k 3.1k 89.73
Monster Beverage Corp Stock (MNST) 0.0 $275k -27% 2.8k 98.04
Steris Plc Shs Usd Stock (STE) 0.0 $274k 1.3k 207.89
Shopify Inc Cl A Stock (SHOP) 0.0 $269k +2% 223.00 1206.28
Eaton Corp Stock (ETN) 0.0 $268k 1.9k 141.05
Dow Stock (DOW) 0.0 $265k -2% 4.1k 64.57
Tyler Technologies Stock (TYL) 0.0 $265k 592.00 447.64
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $264k 5.1k 51.32
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.0 $262k 4.0k 65.50
Idexx Labs Stock (IDXX) 0.0 $262k -6% 489.00 535.79
Invesco Bulletshares 2023 Municipal Bond Etf Etf (BSMN) 0.0 $261k NEW 10k 25.71
Southern Stock (SO) 0.0 $261k 4.0k 64.96
Nvidia Corporation Stock (NVDA) 0.0 $261k NEW 410.00 636.59
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $258k NEW 3.4k 76.95
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $257k 897.00 286.51
Square Inc Cl A Stock (SQ) 0.0 $252k NEW 983.00 256.36
Broadcom Stock (AVGO) 0.0 $249k 521.00 477.93
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $248k 3.7k 67.41
Idex Corp Stock (IEX) 0.0 $246k +8% 1.1k 220.63
Dominion Energy Stock (D) 0.0 $244k -13% 3.1k 78.96
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.0 $240k -61% 4.7k 51.39
Ametek Stock (AME) 0.0 $238k -39% 1.8k 132.89
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $234k NEW 1.6k 143.12
Altria Group Stock (MO) 0.0 $232k NEW 4.4k 52.42
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $231k 1.5k 156.82
Montrose Environmental Group I Stock (MEG) 0.0 $230k NEW 4.1k 56.64
Hartford Finl Svcs Group Stock (HIG) 0.0 $229k NEW 3.5k 66.34
Ishares U.s. Financials Etf Etf (IYF) 0.0 $228k NEW 2.9k 78.35
Sherwin Williams Stock (SHW) 0.0 $227k NEW 852.00 266.43
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP) 0.0 $222k NEW 8.5k 26.03
Lockheed Martin Corp Stock (LMT) 0.0 $217k 554.00 391.70
Epam Sys Stock (EPAM) 0.0 $217k NEW 487.00 445.59
Blackline Stock (BL) 0.0 $215k 1.8k 119.25
Zimmer Biomet Holdings Stock (ZBH) 0.0 $213k -39% 1.2k 171.77
Masimo Corp Stock (MASI) 0.0 $212k -10% 863.00 245.65
American Tower Corp Reit (AMT) 0.0 $211k NEW 850.00 248.24
Raymond James Finl Stock (RJF) 0.0 $210k NEW 1.6k 129.71
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) 0.0 $210k NEW 9.2k 22.82
Okta Inc Cl A Stock (OKTA) 0.0 $208k NEW 770.00 270.13
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $205k 11k 18.46
Marsh & Mclennan Cos Stock (MMC) 0.0 $202k NEW 1.6k 127.69
Ing Groep Adr (ING) 0.0 $201k -46% 16k 12.63
Quanta Svcs Stock (PWR) 0.0 $201k NEW 2.1k 95.71
Zynga Inc Cl A Stock (ZNGA) 0.0 $148k NEW 14k 10.58
General Moly Stock (GMOLQ) 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