YHB Investment Advisors

YHB Investment Advisors as of March 31, 2024

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 273 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 5.8 $66M 157k 420.72
Apple Stock (AAPL) 5.6 $63M 368k 171.48
Amazon Stock (AMZN) 3.6 $40M 223k 180.38
Costco Whsl Corp Stock (COST) 3.0 $34M 46k 732.63
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.8 $32M 76k 420.52
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.5 $28M 460k 60.74
Thermo Fisher Scientific Stock (TMO) 2.4 $27M 47k 581.22
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $25M 166k 150.93
Visa Inc Com Cl A Stock (V) 2.1 $24M 85k 279.08
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.1 $23M 153k 152.26
Ishares Core S&p Small Cap Etf Etf (IJR) 1.9 $21M 191k 110.52
Danaher Corporation Stock (DHR) 1.8 $21M 83k 249.72
Nvidia Corporation Stock (NVDA) 1.8 $21M 23k 903.58
Ecolab Stock (ECL) 1.6 $18M 76k 230.90
Stryker Corporation Stock (SYK) 1.5 $17M 48k 357.87
Spdr S&p 500 Etf Trust Etf (SPY) 1.4 $15M 30k 523.06
Home Depot Stock (HD) 1.3 $15M 39k 383.60
Unitedhealth Group Stock (UNH) 1.3 $15M 29k 494.70
United Rentals Stock (URI) 1.3 $15M 20k 721.11
Pepsico Stock (PEP) 1.3 $14M 82k 175.01
Intuit Stock (INTU) 1.2 $14M 22k 649.99
Amgen Stock (AMGN) 1.1 $12M 43k 284.32
Lam Research Corp Stock 1.0 $11M 12k 971.61
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.9 $11M 113k 92.72
Aon Plc Shs Cl A Stock (AON) 0.9 $10M 30k 333.72
Mcdonalds Corp Stock (MCD) 0.9 $9.9M 35k 281.95
Ishares Russell 1000 Etf Etf (IWB) 0.9 $9.7M 34k 288.03
Oracle Corp Stock (ORCL) 0.8 $9.4M 74k 125.61
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $9.2M 18k 525.73
Intuitive Surgical Stock (ISRG) 0.8 $9.1M 23k 399.09
Union Pac Corp Stock (UNP) 0.8 $9.1M 37k 245.93
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $9.1M 107k 84.44
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $9.0M 112k 80.63
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.8 $9.0M 100k 89.90
Amphenol Corp New Cl A Stock (APH) 0.8 $8.8M 76k 115.35
Johnson & Johnson Stock (JNJ) 0.8 $8.8M 55k 158.19
Tjx Cos Stock (TJX) 0.7 $8.4M 83k 101.42
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.7 $8.2M 82k 100.54
Eagle Capital Select Equity Etf Etf (EAGL) 0.7 $8.1M 320k 25.23
Jpmorgan Chase & Co Stock (JPM) 0.7 $7.9M 39k 200.30
Vanguard S&p 500 Etf Etf (VOO) 0.6 $7.3M 15k 480.69
Carlisle Cos Stock (CSL) 0.6 $7.2M 18k 391.86
Nike Inc Cl B Stock (NKE) 0.6 $7.0M 75k 93.98
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $6.7M 91k 74.22
Meta Platforms Inc Cl A Stock (META) 0.6 $6.7M 14k 485.58
Ishares S&p 500 Value Etf Etf (IVE) 0.6 $6.5M 35k 186.81
Nextera Energy Stock (NEE) 0.6 $6.4M 100k 63.91
Abbvie Stock (ABBV) 0.6 $6.3M 35k 182.10
Procter And Gamble Stock (PG) 0.6 $6.2M 39k 162.25
Honeywell Intl Stock (HON) 0.5 $5.5M 27k 205.25
Cme Group Stock (CME) 0.5 $5.4M 25k 215.29
Yum Brands Stock (YUM) 0.5 $5.3M 38k 138.65
Zoetis Inc Cl A Stock (ZTS) 0.5 $5.3M 31k 169.21
Walmart Stock (WMT) 0.5 $5.3M 87k 60.17
Salesforce Stock (CRM) 0.5 $5.2M 17k 301.18
Ishares Russell 2000 Etf Etf (IWM) 0.5 $5.1M 24k 210.30
Goldman Sachs Group Stock (GS) 0.5 $5.1M 12k 417.69
Cummins Stock (CMI) 0.4 $5.1M 17k 294.65
Church & Dwight Stock (CHD) 0.4 $5.0M 48k 104.31
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $4.9M 138k 35.84
Chevron Corp Stock (CVX) 0.4 $4.9M 31k 157.74
Paychex Stock (PAYX) 0.4 $4.9M 40k 122.80
Palo Alto Networks Stock (PANW) 0.4 $4.8M 17k 284.13
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $4.8M 95k 50.45
Ge Aerospace Stock (GE) 0.4 $4.7M 27k 175.53
Linde Stock (LIN) 0.4 $4.7M 10k 464.32
Rtx Corporation Stock (RTX) 0.4 $4.7M 48k 97.53
Woodward Stock (WWD) 0.4 $4.5M 29k 154.12
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $4.4M 32k 136.05
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $4.3M 17k 252.31
Morningstar Stock (MORN) 0.4 $4.3M 14k 308.37
Fortinet Stock (FTNT) 0.4 $4.3M 63k 68.31
Aflac Stock (AFL) 0.4 $4.2M 49k 85.86
Shell Plc Spon Ads Adr (SHEL) 0.4 $4.2M 63k 67.04
Disney Stock (DIS) 0.4 $4.1M 34k 122.36
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $4.0M 77k 51.60
Fortive Corp Stock (FTV) 0.3 $3.9M 45k 86.02
Prologis Reit (PLD) 0.3 $3.8M 29k 130.22
Netflix Stock (NFLX) 0.3 $3.7M 6.0k 607.33
Exxon Mobil Corp Stock (XOM) 0.3 $3.6M 31k 116.24
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.3 $3.4M 44k 76.81
Comcast Corp New Cl A Stock (CMCSA) 0.3 $3.3M 77k 43.35
Spdr Gold Shares Etf (GLD) 0.3 $3.3M 16k 205.72
Ishares Msci Acwi Etf Etf (ACWI) 0.3 $3.2M 29k 110.13
Grainger W W Stock (GWW) 0.3 $3.2M 3.2k 1017.30
Servicenow Stock (NOW) 0.3 $3.2M 4.2k 762.40
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.2M 12k 259.90
Elevance Health Stock (ELV) 0.3 $3.2M 6.1k 518.54
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $3.1M 45k 70.00
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $3.1M 21k 148.44
T-mobile Us Stock (TMUS) 0.3 $3.1M 19k 163.22
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $3.0M 6.7k 444.01
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $2.8M 71k 39.66
Carrier Global Corporation Stock (CARR) 0.2 $2.7M 47k 58.13
Align Technology Stock (ALGN) 0.2 $2.7M 8.1k 327.92
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $2.6M 73k 36.19
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.5M 34k 73.15
Waste Mgmt Inc Del Stock (WM) 0.2 $2.5M 12k 213.15
Becton Dickinson & Co Stock (BDX) 0.2 $2.5M 9.9k 247.45
Fastenal Stock (FAST) 0.2 $2.4M 31k 77.14
Hilton Worldwide Hldgs Stock (HLT) 0.2 $2.4M 11k 213.31
Wells Fargo Stock (WFC) 0.2 $2.4M 41k 57.96
Blackrock Stock 0.2 $2.4M 2.9k 833.70
Capital One Finl Corp Stock (COF) 0.2 $2.3M 16k 148.89
L3harris Technologies Stock (LHX) 0.2 $2.3M 11k 213.10
Otis Worldwide Corp Stock (OTIS) 0.2 $2.3M 23k 99.27
Lowes Cos Stock (LOW) 0.2 $2.3M 9.0k 254.73
Autozone Stock (AZO) 0.2 $2.3M 721.00 3151.65
Phillips 66 Stock (PSX) 0.2 $2.2M 13k 163.34
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $2.1M 42k 51.28
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.1M 42k 50.74
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $2.1M 6.1k 346.61
Vanguard Large-cap Etf Etf (VV) 0.2 $2.1M 8.7k 239.76
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $2.0M 26k 77.31
Illinois Tool Wks Stock (ITW) 0.2 $2.0M 7.6k 268.35
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $2.0M 33k 61.05
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.2 $2.0M 20k 100.71
Kenvue Stock (KVUE) 0.2 $2.0M 92k 21.46
Citigroup Stock (C) 0.2 $2.0M 31k 63.24
Morgan Stanley Stock (MS) 0.2 $1.9M 21k 94.16
Aercap Holdings Nv Stock (AER) 0.2 $1.8M 21k 86.91
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.8M 3.7k 481.57
Pfizer Stock (PFE) 0.2 $1.8M 65k 27.75
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.8M 17k 103.79
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $1.8M 28k 62.06
Ebay Stock (EBAY) 0.2 $1.7M 33k 52.78
Colgate Palmolive Stock (CL) 0.2 $1.7M 19k 90.05
Conocophillips Stock (COP) 0.2 $1.7M 13k 127.28
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $1.7M 29k 56.59
Veralto Corp Stock (VLTO) 0.1 $1.6M 18k 88.66
Invesco Biotechnology & Genome Etf Etf (PBE) 0.1 $1.6M 25k 64.72
Alcon Ag Ord Stock (ALC) 0.1 $1.6M 19k 83.14
Yum China Hldgs Stock (YUMC) 0.1 $1.6M 39k 39.79
Merck & Co Stock (MRK) 0.1 $1.5M 11k 131.95
American Express Stock (AXP) 0.1 $1.4M 5.9k 227.69
Cisco Sys Stock (CSCO) 0.1 $1.3M 27k 49.91
Eaton Corp Stock (ETN) 0.1 $1.3M 4.2k 312.68
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.3M 15k 87.23
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.3M 14k 91.25
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $1.2M 40k 30.83
Broadcom Stock (AVGO) 0.1 $1.2M 933.00 1325.41
Cvs Health Corp Stock (CVS) 0.1 $1.2M 15k 79.76
Bristol-myers Squibb Stock (BMY) 0.1 $1.2M 21k 54.23
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.1M 6.2k 182.61
Transdigm Group Stock (TDG) 0.1 $1.1M 898.00 1231.60
Voya Financial Stock (VOYA) 0.1 $1.1M 15k 73.92
Automatic Data Processing Stock (ADP) 0.1 $1.1M 4.2k 249.74
Chipotle Mexican Grill Stock (CMG) 0.1 $1.0M 359.00 2906.77
Lincoln Elec Hldgs Stock (LECO) 0.1 $1.0M 4.1k 255.44
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $1.0M 8.8k 117.21
Paypal Hldgs Stock (PYPL) 0.1 $966k 14k 66.99
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $951k 16k 61.53
Berkley W R Corp Stock (WRB) 0.1 $950k 11k 88.44
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $881k 8.6k 102.28
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $867k 3.0k 290.63
Coca Cola Stock (KO) 0.1 $852k 14k 61.18
Applied Matls Stock (AMAT) 0.1 $812k 3.9k 206.23
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $792k 11k 73.29
Abbott Labs Stock (ABT) 0.1 $779k 6.8k 113.66
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $765k 8.8k 87.29
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $764k 16k 49.24
International Business Machs Stock (IBM) 0.1 $757k 4.0k 190.98
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $750k 7.9k 94.41
Invesco Global Water Etf Etf (PIO) 0.1 $718k 17k 43.11
The Cigna Group Stock (CI) 0.1 $717k 2.0k 363.19
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $701k 7.7k 90.99
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $698k 17k 41.08
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $692k 8.5k 81.43
Sap Se Adr (SAP) 0.1 $691k 3.5k 195.03
Vanguard Small-cap Etf Etf (VB) 0.1 $689k 3.0k 228.59
Intel Corp Stock (INTC) 0.1 $681k 15k 44.17
Starbucks Corp Stock (SBUX) 0.1 $681k 7.5k 91.39
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $681k 14k 49.89
Vanguard Real Estate Etf Etf (VNQ) 0.1 $661k 7.6k 86.49
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $656k 6.3k 104.73
Apollo Global Mgmt Stock (APO) 0.1 $655k 5.8k 112.45
Pimco Short Term Municipal Bond Active Etf Etf (SMMU) 0.1 $641k 13k 49.90
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $633k 1.9k 337.05
Bank America Corp Stock (BAC) 0.1 $632k 17k 37.92
Caterpillar Stock (CAT) 0.1 $621k 1.7k 366.33
Ge Healthcare Technologies Stock (GEHC) 0.1 $598k 6.6k 90.91
Vanguard Growth Etf Etf (VUG) 0.1 $593k 1.7k 344.20
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $589k 4.9k 120.99
Emerson Elec Stock (EMR) 0.1 $566k 5.0k 113.42
Occidental Pete Corp Stock (OXY) 0.0 $559k 8.6k 64.99
Regeneron Pharmaceuticals Stock (REGN) 0.0 $555k 577.00 962.49
Quanta Svcs Stock (PWR) 0.0 $548k 2.1k 259.80
Spdr S&p Dividend Etf Etf (SDY) 0.0 $526k 4.0k 131.25
3M Stock (MMM) 0.0 $514k 4.8k 106.07
Sherwin Williams Stock (SHW) 0.0 $491k 1.4k 347.33
Eli Lilly & Co Stock (LLY) 0.0 $491k 631.00 777.96
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $486k 2.9k 169.37
Equinix Reit (EQIX) 0.0 $484k 586.00 825.33
Adobe Stock (ADBE) 0.0 $479k 949.00 504.60
Gilead Sciences Stock (GILD) 0.0 $477k 6.5k 73.25
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $471k 8.0k 58.65
American Tower Corp Reit (AMT) 0.0 $470k 2.4k 197.59
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $467k 4.7k 98.40
Essential Utils Stock (WTRG) 0.0 $463k 13k 37.05
Caseys Gen Stores Stock (CASY) 0.0 $457k 1.4k 318.45
Copart Stock (CPRT) 0.0 $455k 7.9k 57.92
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $452k 2.2k 208.24
Ishares Msci Eafe Etf Etf (EFA) 0.0 $450k 5.6k 79.86
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $450k 11k 42.12
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $443k 2.5k 179.11
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.0 $439k 7.7k 57.23
Norfolk Southn Corp Stock (NSC) 0.0 $438k 1.7k 254.87
Edwards Lifesciences Corp Stock (EW) 0.0 $427k 4.5k 95.56
Fedex Corp Stock (FDX) 0.0 $407k 1.4k 289.74
Novartis Adr (NVS) 0.0 $399k 4.1k 96.73
Deere & Co Stock (DE) 0.0 $382k 931.00 410.74
Texas Instrs Stock (TXN) 0.0 $382k 2.2k 174.21
Kimberly-clark Corp Stock (KMB) 0.0 $380k 2.9k 129.36
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $377k 19k 20.43
Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $375k 7.0k 53.80
Tesla Stock (TSLA) 0.0 $371k 2.1k 175.79
Cdw Corp Stock (CDW) 0.0 $367k 1.4k 255.78
Toronto Dominion Bk Ont Stock (TD) 0.0 $363k 6.0k 60.38
Qualcomm Stock (QCOM) 0.0 $359k 2.1k 169.30
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $348k 6.7k 51.60
Novo-nordisk A S Adr (NVO) 0.0 $347k 2.7k 128.40
Mckesson Corp Stock (MCK) 0.0 $342k 637.00 536.85
Csx Corp Stock (CSX) 0.0 $338k 9.1k 37.07
D R Horton Stock (DHI) 0.0 $330k 2.0k 164.55
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $329k 5.0k 65.65
Hubbell Stock (HUBB) 0.0 $326k 785.00 415.05
Ing Groep Adr (ING) 0.0 $318k 19k 16.49
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $310k 2.4k 130.73
Vanguard Mid-cap Etf Etf (VO) 0.0 $306k 1.2k 249.86
Blackstone Stock (BX) 0.0 $305k 2.3k 131.37
Element Solutions Stock (ESI) 0.0 $301k 12k 24.98
Dupont De Nemours Stock (DD) 0.0 $300k 3.9k 76.67
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $299k 2.6k 114.14
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.0 $298k 5.2k 57.12
Fair Isaac Corp Stock (FICO) 0.0 $291k 233.00 1249.61
Eog Res Stock (EOG) 0.0 $291k 2.3k 127.84
Monster Beverage Corp Stock (MNST) 0.0 $286k 4.8k 59.28
Hartford Finl Svcs Group Stock (HIG) 0.0 $283k 2.7k 103.05
Verizon Stock (VZ) 0.0 $278k 6.6k 41.96
Oreilly Automotive Stock (ORLY) 0.0 $277k 245.00 1128.88
Advanced Micro Devices Stock (AMD) 0.0 $276k 1.5k 180.49
Tractor Supply Stock (TSCO) 0.0 $274k 1.0k 261.72
Marsh & Mclennan Cos Stock (MMC) 0.0 $268k 1.3k 205.98
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $265k 14k 19.21
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $259k 4.3k 60.30
Charles Riv Labs Intl Stock (CRL) 0.0 $255k 941.00 270.95
Hershey Stock (HSY) 0.0 $255k 1.3k 194.50
Dow Stock (DOW) 0.0 $251k 4.3k 57.93
Enterprise Prods Partners Stock (EPD) 0.0 $244k 8.4k 29.18
Waste Connections Stock (WCN) 0.0 $239k 1.4k 172.01
Lockheed Martin Corp Stock (LMT) 0.0 $239k 526.00 454.87
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $239k 5.7k 41.77
Idexx Labs Stock (IDXX) 0.0 $237k 439.00 539.93
Carlyle Group Stock (CG) 0.0 $233k 5.0k 46.91
Trane Technologies Stock (TT) 0.0 $228k 760.00 300.20
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $226k 12k 19.29
Schwab International Equity Etf Etf (SCHF) 0.0 $226k 5.8k 39.02
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $226k 11k 20.34
Boeing Stock (BA) 0.0 $223k 1.2k 192.99
Spdr Msci Usa Strategicfactors Etf Etf (QUS) 0.0 $220k 1.5k 145.60
Progressive Corp Stock (PGR) 0.0 $217k 1.0k 206.82
Ameriprise Finl Stock (AMP) 0.0 $214k 488.00 438.44
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $213k 4.2k 50.60
Johnson Ctls Intl Stock (JCI) 0.0 $213k 3.3k 65.32
Shopify Inc Cl A Stock (SHOP) 0.0 $211k 2.7k 77.17
Southern Stock (SO) 0.0 $206k 2.9k 71.74
Marvell Technology Stock (MRVL) 0.0 $206k 2.9k 70.88
Dimensional U.s. Equity Etf Etf (DFUS) 0.0 $203k 3.6k 56.98
General Mls Stock (GIS) 0.0 $201k 2.9k 69.97
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $200k 360.00 556.40
Cybin Stock 0.0 $21k 50k 0.41
Akili Stock (AKLI) 0.0 $7.2k 25k 0.29
General Moly Stock 0.0 $0 12k 0.00