YHB Investment Advisors

YHB Investment Advisors as of Sept. 30, 2023

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 269 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.3 $68M 396k 171.21
Microsoft Corp Stock (MSFT) 5.0 $54M 170k 315.75
Visa Inc Com Cl A Stock (V) 3.9 $43M 185k 230.01
Amazon Stock (AMZN) 2.9 $31M 244k 127.12
Costco Whsl Corp Stock (COST) 2.6 $28M 49k 564.96
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.6 $28M 79k 350.30
Thermo Fisher Scientific Stock (TMO) 2.4 $26M 51k 506.17
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.2 $24M 179k 131.85
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $23M 179k 130.86
Danaher Corporation Stock (DHR) 2.0 $22M 89k 248.10
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.8 $19M 76k 249.35
Unitedhealth Group Stock (UNH) 1.6 $18M 35k 504.19
Ishares Core S&p Small Cap Etf Etf (IJR) 1.5 $17M 176k 94.33
Zoetis Inc Cl A Stock (ZTS) 1.4 $15M 88k 173.98
Pepsico Stock (PEP) 1.4 $15M 88k 169.44
Stryker Corporation Stock (SYK) 1.3 $14M 52k 273.27
Ecolab Stock (ECL) 1.3 $14M 83k 169.40
Intuit Stock (INTU) 1.2 $13M 26k 510.94
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $13M 30k 427.47
Amgen Stock (AMGN) 1.2 $13M 47k 268.76
Home Depot Stock (HD) 1.2 $13M 41k 302.16
Aon Plc Shs Cl A Stock (AON) 1.1 $11M 35k 324.22
United Rentals Stock (URI) 1.0 $11M 24k 444.57
Nvidia Corporation Stock (NVDA) 1.0 $10M 24k 435.00
Johnson & Johnson Stock (JNJ) 0.9 $10M 65k 155.75
Yum China Hldgs Stock (YUMC) 0.9 $10M 180k 55.72
Yum Brands Stock (YUM) 0.9 $10M 80k 124.94
Mcdonalds Corp Stock (MCD) 0.9 $9.9M 38k 263.44
Walmart Stock (WMT) 0.9 $9.7M 61k 159.93
Schwab Us Dividend Equity Etf Etf (SCHD) 0.9 $9.7M 137k 70.76
Lam Research Corp Stock (LRCX) 0.8 $9.2M 15k 626.75
Oracle Corp Stock (ORCL) 0.8 $8.9M 84k 105.92
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $8.7M 127k 68.42
Woodward Stock (WWD) 0.8 $8.6M 70k 124.26
Intuitive Surgical Stock (ISRG) 0.8 $8.4M 29k 292.29
Union Pac Corp Stock (UNP) 0.8 $8.3M 41k 203.63
Tjx Cos Stock (TJX) 0.8 $8.2M 93k 88.88
Nike Inc Cl B Stock (NKE) 0.8 $8.1M 85k 95.62
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.7 $7.9M 79k 100.14
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $7.4M 17k 429.43
Ishares Russell 1000 Etf Etf (IWB) 0.7 $7.2M 31k 234.91
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $7.2M 99k 72.72
Amphenol Corp New Cl A Stock (APH) 0.6 $6.7M 80k 83.99
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.6 $6.6M 87k 75.64
Wells Fargo Stock (WFC) 0.6 $6.4M 156k 40.86
Nextera Energy Stock (NEE) 0.6 $6.2M 108k 57.29
Ishares S&p 500 Value Etf Etf (IVE) 0.6 $6.1M 40k 153.84
Fortive Corp Stock (FTV) 0.6 $6.1M 82k 74.16
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $5.9M 91k 64.35
Paychex Stock (PAYX) 0.5 $5.9M 51k 115.33
Honeywell Intl Stock (HON) 0.5 $5.8M 32k 184.74
Rtx Corporation Stock (RTX) 0.5 $5.8M 80k 71.97
Procter And Gamble Stock (PG) 0.5 $5.7M 39k 145.86
Abbvie Stock (ABBV) 0.5 $5.6M 38k 149.06
Meta Platforms Inc Cl A Stock (META) 0.5 $5.6M 19k 300.21
Vanguard S&p 500 Etf Etf (VOO) 0.5 $5.6M 14k 392.69
Jpmorgan Chase & Co Stock (JPM) 0.5 $5.4M 37k 145.02
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $5.4M 71k 75.84
Goldman Sachs Group Stock (GS) 0.5 $5.3M 16k 323.57
Ishares Russell 2000 Etf Etf (IWM) 0.5 $5.2M 29k 176.74
General Electric Stock (GE) 0.5 $5.1M 46k 110.55
Cme Group Stock (CME) 0.5 $5.1M 25k 200.22
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $4.8M 23k 212.42
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $4.8M 24k 196.56
Church & Dwight Stock (CHD) 0.4 $4.7M 51k 91.63
Morgan Stanley Stock (MS) 0.4 $4.7M 58k 81.67
Carlisle Cos Stock (CSL) 0.4 $4.6M 18k 259.25
Shell Plc Spon Ads Adr (SHEL) 0.4 $4.6M 72k 64.38
Morningstar Stock (MORN) 0.4 $4.3M 19k 234.24
Linde Stock (LIN) 0.4 $4.3M 12k 372.35
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $4.2M 135k 31.01
Cummins Stock (CMI) 0.4 $4.2M 18k 228.46
Comcast Corp New Cl A Stock (CMCSA) 0.4 $4.1M 92k 44.34
Prologis Reit (PLD) 0.4 $4.0M 36k 112.21
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $3.9M 78k 50.18
Paypal Hldgs Stock (PYPL) 0.4 $3.9M 67k 58.46
Aflac Stock (AFL) 0.4 $3.9M 51k 76.75
Palo Alto Networks Stock (PANW) 0.4 $3.9M 17k 234.44
Chevron Corp Stock (CVX) 0.4 $3.9M 23k 168.62
Exxon Mobil Corp Stock (XOM) 0.4 $3.8M 33k 117.58
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $3.8M 56k 67.68
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $3.6M 75k 47.59
Netflix Stock (NFLX) 0.3 $3.5M 9.2k 377.60
Fortinet Stock (FTNT) 0.3 $3.4M 59k 58.68
Waste Mgmt Inc Del Stock (WM) 0.3 $3.4M 22k 152.44
Salesforce Stock (CRM) 0.3 $3.4M 17k 202.78
Ishares Msci Acwi Etf Etf (ACWI) 0.3 $3.3M 36k 92.37
Elevance Health Stock (ELV) 0.3 $3.3M 7.6k 435.42
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $3.1M 45k 69.40
Hilton Worldwide Hldgs Stock (HLT) 0.3 $3.1M 20k 150.18
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.3 $3.0M 60k 50.45
Disney Stock (DIS) 0.3 $3.0M 37k 81.05
Spdr Gold Shares Etf (GLD) 0.3 $2.9M 17k 171.45
Becton Dickinson & Co Stock (BDX) 0.3 $2.8M 11k 258.53
Colgate Palmolive Stock (CL) 0.3 $2.8M 40k 71.11
Conocophillips Stock (COP) 0.2 $2.7M 22k 119.80
Align Technology Stock (ALGN) 0.2 $2.7M 8.8k 305.32
Carrier Global Corporation Stock (CARR) 0.2 $2.5M 46k 55.20
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $2.5M 7.0k 358.27
Pfizer Stock (PFE) 0.2 $2.5M 76k 33.17
Voya Financial Stock (VOYA) 0.2 $2.4M 37k 66.45
Fastenal Stock (FAST) 0.2 $2.4M 45k 54.64
Edwards Lifesciences Corp Stock (EW) 0.2 $2.4M 35k 69.28
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $2.4M 71k 33.57
Servicenow Stock (NOW) 0.2 $2.3M 4.1k 558.96
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.2 $2.3M 21k 109.27
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $2.2M 26k 86.90
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.2M 37k 59.28
Capital One Finl Corp Stock (COF) 0.2 $2.2M 22k 97.05
Ebay Stock (EBAY) 0.2 $2.1M 48k 44.09
Aercap Holdings Nv Stock (AER) 0.2 $2.1M 34k 62.67
L3harris Technologies Stock (LHX) 0.2 $2.1M 12k 174.12
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $2.0M 27k 75.15
Essential Utils Stock (WTRG) 0.2 $2.0M 58k 34.33
Lowes Cos Stock (LOW) 0.2 $1.9M 9.0k 207.84
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $1.8M 37k 49.85
Vanguard Large-cap Etf Etf (VV) 0.2 $1.8M 9.4k 195.69
Illinois Tool Wks Stock (ITW) 0.2 $1.8M 8.0k 230.31
Blackrock Stock (BLK) 0.2 $1.8M 2.8k 646.49
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $1.8M 54k 33.61
Cvs Health Corp Stock (CVS) 0.2 $1.8M 25k 69.82
Cisco Sys Stock (CSCO) 0.2 $1.7M 33k 53.76
Otis Worldwide Corp Stock (OTIS) 0.2 $1.7M 22k 80.31
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.7M 20k 84.23
Autozone Stock (AZO) 0.2 $1.7M 671.00 2539.99
Charter Communications Inc New Cl A Stock (CHTR) 0.2 $1.7M 3.9k 439.82
Mckesson Corp Stock (MCK) 0.1 $1.6M 3.7k 434.85
Bristol-myers Squibb Stock (BMY) 0.1 $1.5M 27k 58.04
Citigroup Stock (C) 0.1 $1.5M 37k 41.13
Phillips 66 Stock (PSX) 0.1 $1.5M 13k 120.15
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.5M 3.8k 395.91
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.5M 29k 50.60
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.4M 20k 72.24
Invesco Biotechnology & Genome Etf Etf (PBE) 0.1 $1.3M 23k 57.04
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $1.2M 40k 30.72
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.2M 17k 73.27
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.1 $1.2M 13k 91.32
Merck & Co Stock (MRK) 0.1 $1.2M 12k 102.95
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $1.2M 22k 53.35
American Tower Corp Reit (AMT) 0.1 $1.2M 7.0k 164.45
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $1.1M 23k 49.83
Alcon Ag Ord Stock (ALC) 0.1 $1.1M 14k 77.33
Lincoln Elec Hldgs Stock (LECO) 0.1 $1.1M 6.0k 181.79
American Express Stock (AXP) 0.1 $1.1M 7.2k 149.19
Automatic Data Processing Stock (ADP) 0.1 $1.1M 4.4k 240.58
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $987k 6.4k 155.38
Coca Cola Stock (KO) 0.1 $967k 17k 55.98
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $921k 9.7k 94.70
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $854k 13k 67.74
Starbucks Corp Stock (SBUX) 0.1 $850k 9.3k 91.27
Emerson Elec Stock (EMR) 0.1 $849k 8.8k 96.57
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $813k 20k 41.42
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $786k 8.3k 94.83
Spdr S&p Dividend Etf Etf (SDY) 0.1 $755k 6.6k 115.02
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $710k 17k 41.93
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $707k 7.8k 90.39
Abbott Labs Stock (ABT) 0.1 $698k 7.2k 96.85
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $694k 10k 69.14
Verizon Stock (VZ) 0.1 $686k 21k 32.41
Berkley W R Corp Stock (WRB) 0.1 $685k 11k 63.49
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $681k 14k 49.70
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $681k 7.5k 91.35
Broadcom Stock (AVGO) 0.1 $680k 819.00 830.58
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $674k 18k 37.95
Pimco Short Term Municipal Bond Active Etf Etf (SMMU) 0.1 $667k 14k 48.95
Sap Se Adr (SAP) 0.1 $663k 5.1k 129.32
Chipotle Mexican Grill Stock (CMG) 0.1 $658k 359.00 1831.83
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.1 $657k 6.9k 94.58
Vanguard Small-cap Etf Etf (VB) 0.1 $640k 3.4k 189.07
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $627k 16k 39.21
Gilead Sciences Stock (GILD) 0.1 $625k 8.3k 74.94
Ge Healthcare Technologies Stock (GEHC) 0.1 $613k 9.0k 68.04
The Cigna Group Stock (CI) 0.1 $609k 2.1k 286.07
Copart Stock (CPRT) 0.1 $601k 14k 43.09
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $601k 6.5k 91.82
3M Stock (MMM) 0.1 $585k 6.2k 93.62
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $579k 7.7k 75.21
Intel Corp Stock (INTC) 0.1 $579k 16k 35.55
Vanguard Real Estate Etf Etf (VNQ) 0.1 $566k 7.5k 75.66
Medtronic Stock (MDT) 0.1 $563k 7.2k 78.36
Verisk Analytics Stock (VRSK) 0.1 $562k 2.4k 236.24
International Business Machs Stock (IBM) 0.1 $561k 4.0k 140.30
Transdigm Group Stock (TDG) 0.1 $560k 664.00 843.13
Applied Matls Stock (AMAT) 0.1 $541k 3.9k 138.45
Regeneron Pharmaceuticals Stock (REGN) 0.0 $531k 645.00 822.96
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.0 $515k 5.7k 90.91
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $503k 4.9k 103.32
Tesla Stock (TSLA) 0.0 $500k 2.0k 250.22
Johnson Ctls Intl Stock (JCI) 0.0 $500k 9.4k 53.21
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $498k 1.9k 265.99
Adobe Stock (ADBE) 0.0 $477k 935.00 509.90
Equinix Reit (EQIX) 0.0 $476k 656.00 726.26
Bank America Corp Stock (BAC) 0.0 $467k 17k 27.38
Caterpillar Stock (CAT) 0.0 $462k 1.7k 272.94
Invesco Global Water Etf Etf (PIO) 0.0 $461k 14k 33.78
Vanguard Growth Etf Etf (VUG) 0.0 $445k 1.6k 272.31
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $442k 13k 33.17
Novartis Adr (NVS) 0.0 $420k 4.1k 101.86
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $416k 8.0k 51.87
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $404k 3.9k 102.86
Ishares Msci Eafe Etf Etf (EFA) 0.0 $403k 5.8k 68.92
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $393k 20k 20.11
Quanta Svcs Stock (PWR) 0.0 $393k 2.1k 187.07
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $392k 7.8k 50.26
Fedex Corp Stock (FDX) 0.0 $379k 1.4k 264.92
Independence Rlty Tr Reit (IRT) 0.0 $378k 27k 14.07
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $375k 2.5k 151.82
Toronto Dominion Bk Ont Stock (TD) 0.0 $364k 6.0k 60.26
Idexx Labs Stock (IDXX) 0.0 $358k 819.00 437.27
Grainger W W Stock (GWW) 0.0 $356k 515.00 691.84
Kimberly-clark Corp Stock (KMB) 0.0 $354k 2.9k 120.84
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $346k 5.9k 58.93
Deere & Co Stock (DE) 0.0 $346k 917.00 377.38
Norfolk Southn Corp Stock (NSC) 0.0 $343k 1.7k 196.93
Texas Instrs Stock (TXN) 0.0 $341k 2.1k 159.01
Steris Plc Shs Usd Stock (STE) 0.0 $335k 1.5k 219.42
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $333k 6.2k 53.52
Eli Lilly & Co Stock (LLY) 0.0 $327k 609.00 537.13
Dupont De Nemours Stock (DD) 0.0 $318k 4.3k 74.58
Axon Enterprise Stock (AXON) 0.0 $311k 1.6k 198.99
Kenvue Stock (KVUE) 0.0 $305k 15k 20.08
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $305k 2.2k 141.69
Eog Res Stock (EOG) 0.0 $305k 2.4k 126.76
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $304k 1.9k 163.93
Sherwin Williams Stock (SHW) 0.0 $301k 1.2k 255.05
Csx Corp Stock (CSX) 0.0 $298k 9.7k 30.75
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $293k 954.00 307.11
Qualcomm Stock (QCOM) 0.0 $290k 2.6k 111.06
Oreilly Automotive Stock (ORLY) 0.0 $287k 316.00 908.86
Cdw Corp Stock (CDW) 0.0 $285k 1.4k 201.76
Fiserv Stock (FI) 0.0 $280k 2.5k 112.96
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $277k 15k 18.79
Pool Corp Stock (POOL) 0.0 $263k 739.00 356.10
Marsh & Mclennan Cos Stock (MMC) 0.0 $262k 1.4k 190.30
Boeing Stock (BA) 0.0 $262k 1.4k 191.68
Blackstone Stock (BX) 0.0 $261k 2.4k 107.14
Intercontinental Exchange Stock (ICE) 0.0 $259k 2.4k 110.02
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $257k 2.3k 109.68
Vanguard Mid-cap Etf Etf (VO) 0.0 $255k 1.2k 208.24
Monster Beverage Corp Stock (MNST) 0.0 $255k 4.8k 52.95
Ing Groep Adr (ING) 0.0 $254k 19k 13.18
Keysight Technologies Stock (KEYS) 0.0 $254k 1.9k 132.31
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $254k 3.4k 75.17
Idex Corp Stock (IEX) 0.0 $253k 1.2k 208.02
Hershey Stock (HSY) 0.0 $252k 1.3k 200.08
Hubbell Stock (HUBB) 0.0 $249k 795.00 313.41
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.0 $249k 3.7k 67.46
Tyler Technologies Stock (TYL) 0.0 $245k 634.00 386.14
Fair Isaac Corp Stock (FICO) 0.0 $243k 280.00 868.53
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $241k 13k 18.73
Enterprise Prods Partners Stock (EPD) 0.0 $240k 8.8k 27.37
Duke Energy Corp Stock (DUK) 0.0 $238k 2.7k 88.25
Air Prods & Chems Stock (APD) 0.0 $233k 821.00 283.40
Hartford Finl Svcs Group Stock (HIG) 0.0 $221k 3.1k 70.91
Dow Stock (DOW) 0.0 $221k 4.3k 51.56
Roper Technologies Stock (ROP) 0.0 $217k 449.00 484.28
D R Horton Stock (DHI) 0.0 $216k 2.0k 107.47
Lockheed Martin Corp Stock (LMT) 0.0 $215k 526.00 408.96
Liberty Global Plc Shs Cl C Stock 0.0 $211k 11k 18.56
Middlefield Banc Corp Stock (MBCN) 0.0 $209k 8.2k 25.41
Charles Riv Labs Intl Stock (CRL) 0.0 $204k 1.0k 195.98
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.0 $203k 4.8k 42.63
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $203k 4.2k 48.10
Southern Stock (SO) 0.0 $201k 3.1k 64.72
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $201k 440.00 456.64
Ulta Beauty Stock (ULTA) 0.0 $200k 501.00 399.45
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $192k 11k 17.32
Akili Stock (AKLI) 0.0 $72k 131k 0.55
General Moly Stock 0.0 $0 12k 0.00