YHB Investment Advisors

YHB Investment Advisors as of Sept. 30, 2024

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 280 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $83M 357k 233.00
Microsoft Corporation (MSFT) 5.3 $64M 149k 430.30
Amazon (AMZN) 3.4 $41M 220k 186.33
Costco Wholesale Corporation (COST) 3.3 $39M 45k 886.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $35M 75k 460.26
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $29M 462k 62.32
Thermo Fisher Scientific (TMO) 2.4 $29M 46k 618.57
NVIDIA Corporation (NVDA) 2.3 $28M 230k 121.44
Alphabet Cap Stk Cl A (GOOGL) 2.3 $27M 164k 165.85
Alphabet Cap Stk Cl C (GOOG) 2.0 $25M 147k 167.19
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $24M 202k 116.96
Visa Com Cl A (V) 1.9 $23M 85k 274.95
Danaher Corporation (DHR) 1.9 $23M 82k 278.02
Ecolab (ECL) 1.6 $19M 75k 255.33
UnitedHealth (UNH) 1.5 $18M 31k 584.69
Stryker Corporation (SYK) 1.4 $17M 47k 361.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $17M 29k 573.76
Home Depot (HD) 1.3 $16M 38k 405.20
United Rentals (URI) 1.3 $16M 19k 809.73
Amgen (AMGN) 1.1 $14M 43k 322.21
Pepsi (PEP) 1.1 $14M 81k 170.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $13M 127k 104.18
Ishares Tr Rus 1000 Etf (IWB) 1.1 $13M 41k 314.39
Intuit (INTU) 1.0 $13M 20k 621.00
Oracle Corporation (ORCL) 1.0 $12M 73k 170.40
Intuitive Surgical Com New (ISRG) 0.9 $11M 22k 491.27
Ishares Tr Core S&p500 Etf (IVV) 0.9 $11M 19k 576.82
McDonald's Corporation (MCD) 0.9 $11M 35k 304.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $10M 108k 95.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $9.7M 115k 84.53
TJX Companies (TJX) 0.8 $9.4M 80k 117.54
Amphenol Corp Cl A (APH) 0.8 $9.2M 141k 65.16
JPMorgan Chase & Co. (JPM) 0.8 $9.1M 43k 210.86
Aon Shs Cl A (AON) 0.7 $9.0M 26k 345.99
Union Pacific Corporation (UNP) 0.7 $8.9M 36k 246.48
Nextera Energy (NEE) 0.7 $8.7M 103k 84.53
2023 Etf Series Trust Eagle Capital Se (EAGL) 0.7 $8.5M 312k 27.36
Carlisle Companies (CSL) 0.7 $8.2M 18k 449.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $8.1M 15k 527.68
Meta Platforms Cl A (META) 0.7 $7.9M 14k 572.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $7.7M 77k 100.69
Ishares Tr Core Msci Eafe (IEFA) 0.6 $7.3M 93k 78.05
Wal-Mart Stores (WMT) 0.6 $6.9M 86k 80.75
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $6.9M 35k 197.17
Abbvie (ABBV) 0.5 $6.6M 33k 197.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $6.5M 38k 173.67
Procter & Gamble Company (PG) 0.5 $6.4M 37k 173.20
Palo Alto Networks (PANW) 0.5 $6.3M 18k 341.80
Raytheon Technologies Corp (RTX) 0.5 $5.7M 47k 121.16
Zoetis Cl A (ZTS) 0.5 $5.7M 29k 195.38
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $5.6M 58k 96.95
AFLAC Incorporated (AFL) 0.5 $5.5M 49k 111.80
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $5.5M 108k 50.74
Cummins (CMI) 0.5 $5.4M 17k 323.79
Ishares Tr Russell 2000 Etf (IWM) 0.4 $5.4M 24k 220.89
Yum! Brands (YUM) 0.4 $5.3M 38k 139.71
salesforce (CRM) 0.4 $5.3M 19k 273.71
Woodward Governor Company (WWD) 0.4 $5.2M 30k 171.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $5.1M 137k 37.56
Goldman Sachs (GS) 0.4 $5.0M 10k 495.11
Church & Dwight (CHD) 0.4 $5.0M 47k 104.72
Eaton Corp SHS (ETN) 0.4 $4.9M 15k 331.44
Johnson & Johnson (JNJ) 0.4 $4.9M 30k 162.06
Fortinet (FTNT) 0.4 $4.9M 63k 77.55
Linde SHS (LIN) 0.4 $4.8M 10k 476.84
Eli Lilly & Co. (LLY) 0.4 $4.8M 5.4k 885.94
Metropcs Communications (TMUS) 0.4 $4.6M 22k 206.36
Chevron Corporation (CVX) 0.4 $4.6M 31k 147.27
Ishares Core Msci Emkt (IEMG) 0.4 $4.5M 78k 57.41
Paychex (PAYX) 0.4 $4.5M 33k 134.19
Servicenow (NOW) 0.4 $4.3M 4.9k 894.39
Ge Aerospace Com New (GE) 0.4 $4.2M 23k 188.58
Shell Spon Ads (SHEL) 0.4 $4.2M 64k 65.95
Morningstar (MORN) 0.3 $4.1M 13k 319.12
W.W. Grainger (GWW) 0.3 $4.0M 3.9k 1038.81
Marriott Intl Cl A (MAR) 0.3 $4.0M 16k 248.60
Netflix (NFLX) 0.3 $3.9M 5.6k 709.27
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.9M 16k 243.06
Exxon Mobil Corporation (XOM) 0.3 $3.8M 33k 117.22
Carrier Global Corporation (CARR) 0.3 $3.7M 46k 80.49
Nike CL B (NKE) 0.3 $3.6M 41k 88.40
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.3 $3.5M 21k 162.76
Prologis (PLD) 0.3 $3.5M 27k 126.28
Mondelez Intl Cl A (MDLZ) 0.3 $3.4M 46k 73.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.4M 7.0k 488.07
Fortive (FTV) 0.3 $3.3M 42k 78.93
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $3.3M 79k 41.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $3.3M 12k 283.16
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $3.2M 63k 50.94
Comcast Corp Cl A (CMCSA) 0.3 $3.2M 77k 41.77
Mccormick & Co Com Non Vtg (MKC) 0.3 $3.2M 39k 82.30
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $3.0M 37k 82.94
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.0M 8.5k 353.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.0M 72k 41.28
Anthem (ELV) 0.2 $2.9M 5.7k 520.00
Honeywell International (HON) 0.2 $2.9M 14k 206.70
Walt Disney Company (DIS) 0.2 $2.9M 30k 96.19
L3harris Technologies (LHX) 0.2 $2.8M 12k 237.87
Hilton Worldwide Holdings (HLT) 0.2 $2.6M 11k 230.50
Otis Worldwide Corp (OTIS) 0.2 $2.4M 23k 103.94
Lowe's Companies (LOW) 0.2 $2.4M 8.9k 270.85
Align Technology (ALGN) 0.2 $2.4M 9.3k 254.33
Capital One Financial (COF) 0.2 $2.4M 16k 149.73
Becton, Dickinson and (BDX) 0.2 $2.3M 9.7k 241.10
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.3M 8.9k 263.29
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.3M 37k 62.70
AutoZone (AZO) 0.2 $2.3M 731.00 3150.04
Ge Vernova (GEV) 0.2 $2.3M 8.9k 254.98
Cme (CME) 0.2 $2.2M 9.9k 220.65
Veralto Corp Com Shs (VLTO) 0.2 $2.2M 19k 111.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.2M 41k 52.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.2M 32k 66.52
Waste Management (WM) 0.2 $2.2M 10k 207.60
Morgan Stanley Com New (MS) 0.2 $2.1M 21k 104.24
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $2.1M 18k 112.94
Mastercard Incorporated Cl A (MA) 0.2 $2.0M 4.2k 493.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.0M 30k 67.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.0M 26k 79.42
Fastenal Company (FAST) 0.2 $2.0M 28k 71.42
Kenvue (KVUE) 0.2 $2.0M 87k 23.13
Aercap Holdings Nv SHS (AER) 0.2 $2.0M 21k 94.72
Wells Fargo & Company (WFC) 0.2 $2.0M 35k 56.49
Illinois Tool Works (ITW) 0.2 $2.0M 7.5k 262.07
Alcon Ord Shs (ALC) 0.2 $1.9M 19k 100.02
Citigroup Com New (C) 0.2 $1.9M 31k 62.60
Broadcom (AVGO) 0.2 $1.9M 11k 172.50
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.9M 28k 67.51
eBay (EBAY) 0.2 $1.9M 29k 65.11
Pfizer (PFE) 0.2 $1.8M 63k 28.94
Phillips 66 (PSX) 0.1 $1.7M 13k 131.45
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.1 $1.7M 25k 69.82
Colgate-Palmolive Company (CL) 0.1 $1.7M 16k 103.81
Merck & Co (MRK) 0.1 $1.7M 15k 113.56
American Express Company (AXP) 0.1 $1.7M 6.1k 271.20
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.6M 13k 119.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.6M 8.8k 179.30
ConocoPhillips (COP) 0.1 $1.5M 14k 105.28
Cisco Systems (CSCO) 0.1 $1.3M 25k 53.22
TransDigm Group Incorporated (TDG) 0.1 $1.3M 898.00 1427.13
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.3M 14k 91.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.3M 9.6k 131.91
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.2M 39k 30.85
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.1M 12k 93.11
Automatic Data Processing (ADP) 0.1 $1.1M 4.0k 276.73
Chipotle Mexican Grill (CMG) 0.1 $1.1M 19k 57.62
Paypal Holdings (PYPL) 0.1 $1.0M 13k 78.03
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M 5.1k 198.06
Voya Financial (VOYA) 0.1 $995k 13k 79.22
Coca-Cola Company (KO) 0.1 $987k 14k 71.86
Bristol Myers Squibb (BMY) 0.1 $981k 19k 51.74
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $972k 11k 87.74
Charter Communications Inc N Cl A (CHTR) 0.1 $967k 3.0k 324.08
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $938k 19k 50.50
Apollo Global Mgmt (APO) 0.1 $937k 7.5k 124.91
International Business Machines (IBM) 0.1 $901k 4.1k 221.07
Sap Se Spon Adr (SAP) 0.1 $897k 3.9k 229.10
CVS Caremark Corporation (CVS) 0.1 $855k 14k 62.88
Select Sector Spdr Tr Energy (XLE) 0.1 $853k 9.7k 87.80
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $845k 17k 50.18
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $831k 8.7k 95.90
Humana (HUM) 0.1 $815k 2.6k 316.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $810k 16k 51.50
Cigna Corp (CI) 0.1 $798k 2.3k 346.44
Lincoln Electric Holdings (LECO) 0.1 $781k 4.1k 192.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $780k 17k 45.86
Applied Materials (AMAT) 0.1 $777k 3.8k 202.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $764k 2.0k 383.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $754k 7.7k 97.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $744k 2.0k 375.38
Ishares Msci Equal Weite (EUSA) 0.1 $737k 7.7k 95.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $722k 8.7k 83.09
Workday Cl A (WDAY) 0.1 $722k 3.0k 244.41
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.1 $714k 17k 43.08
3M Company (MMM) 0.1 $690k 5.0k 136.71
Tesla Motors (TSLA) 0.1 $684k 2.6k 261.63
Abbott Laboratories (ABT) 0.1 $676k 5.9k 114.01
Caterpillar (CAT) 0.1 $671k 1.7k 391.11
Cognizant Technology Solutio Cl A (CTSH) 0.1 $671k 8.7k 77.18
Casey's General Stores (CASY) 0.1 $660k 1.8k 375.71
Sherwin-Williams Company (SHW) 0.1 $657k 1.7k 381.71
W.R. Berkley Corporation (WRB) 0.1 $643k 11k 56.73
Quanta Services (PWR) 0.1 $642k 2.2k 298.15
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $634k 12k 53.72
Select Sector Spdr Tr Technology (XLK) 0.1 $631k 2.8k 225.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $628k 5.9k 106.19
Adobe Systems Incorporated (ADBE) 0.1 $621k 1.2k 517.78
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $610k 6.5k 93.85
Bank of America Corporation (BAC) 0.1 $610k 15k 39.68
Regeneron Pharmaceuticals (REGN) 0.1 $607k 577.00 1051.24
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $593k 7.7k 77.29
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $586k 19k 30.28
Ishares Tr Blackrock Ultra (ICSH) 0.0 $569k 11k 50.74
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $567k 4.0k 142.04
Yum China Holdings (YUMC) 0.0 $549k 12k 45.02
Emerson Electric (EMR) 0.0 $538k 4.9k 109.37
Starbucks Corporation (SBUX) 0.0 $527k 5.4k 97.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $506k 8.0k 63.00
Gilead Sciences (GILD) 0.0 $506k 6.0k 83.84
Select Sector Spdr Tr Financial (XLF) 0.0 $485k 11k 45.32
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $483k 3.9k 123.53
Equinix (EQIX) 0.0 $481k 542.00 887.63
Alcoa (AA) 0.0 $477k 12k 38.58
Novartis Sponsored Adr (NVS) 0.0 $474k 4.1k 115.02
Texas Instruments Incorporated (TXN) 0.0 $470k 2.3k 206.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $469k 2.5k 189.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $466k 3.6k 128.20
Ishares Tr Msci Eafe Etf (EFA) 0.0 $464k 5.5k 83.63
American Tower Reit (AMT) 0.0 $456k 2.0k 232.56
Occidental Petroleum Corporation (OXY) 0.0 $441k 8.6k 51.54
Vanguard Index Fds Small Cp Etf (VB) 0.0 $433k 1.8k 237.21
Norfolk Southern (NSC) 0.0 $427k 1.7k 248.50
Copart (CPRT) 0.0 $412k 7.9k 52.40
D.R. Horton (DHI) 0.0 $406k 2.1k 190.77
Qualcomm (QCOM) 0.0 $402k 2.4k 170.05
Lockheed Martin Corporation (LMT) 0.0 $400k 685.00 584.56
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $400k 5.2k 76.82
Deere & Company (DE) 0.0 $396k 949.00 417.33
Novo-nordisk A S Adr (NVO) 0.0 $391k 3.3k 119.07
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $391k 6.3k 61.57
Toronto Dominion Bk Ont Com New (TD) 0.0 $381k 6.0k 63.26
Fair Isaac Corporation (FICO) 0.0 $371k 191.00 1943.52
Blackstone Group Inc Com Cl A (BX) 0.0 $371k 2.4k 153.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $366k 2.0k 179.16
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $362k 18k 20.65
FedEx Corporation (FDX) 0.0 $355k 1.3k 273.68
Kimberly-Clark Corporation (KMB) 0.0 $347k 2.4k 142.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $334k 2.8k 117.29
Dupont De Nemours (DD) 0.0 $333k 3.7k 89.12
Hubbell (HUBB) 0.0 $332k 775.00 428.35
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $331k 2.4k 139.49
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $327k 4.1k 80.78
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $323k 1.2k 263.83
McKesson Corporation (MCK) 0.0 $315k 637.00 494.42
Hartford Financial Services (HIG) 0.0 $312k 2.6k 117.61
Marsh & McLennan Companies (MMC) 0.0 $310k 1.4k 223.09
Trane Technologies SHS (TT) 0.0 $307k 790.00 388.73
CSX Corporation (CSX) 0.0 $305k 8.8k 34.53
Essential Utils (WTRG) 0.0 $300k 7.8k 38.57
EOG Resources (EOG) 0.0 $287k 2.3k 122.93
O'reilly Automotive (ORLY) 0.0 $282k 245.00 1151.60
Tractor Supply Company (TSCO) 0.0 $278k 955.00 290.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $273k 5.7k 47.85
Advanced Micro Devices (AMD) 0.0 $273k 1.7k 164.08
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $272k 4.9k 55.29
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $272k 11k 24.49
Progressive Corporation (PGR) 0.0 $269k 1.1k 253.76
Hca Holdings (HCA) 0.0 $268k 659.00 406.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $266k 6.5k 41.12
Select Sector Spdr Tr Communication (XLC) 0.0 $264k 2.9k 90.40
Philip Morris International (PM) 0.0 $262k 2.2k 121.40
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $257k 13k 19.56
Hershey Company (HSY) 0.0 $253k 1.3k 191.78
Waste Connections (WCN) 0.0 $249k 1.4k 178.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $247k 1.6k 154.02
Southern Company (SO) 0.0 $246k 2.7k 90.18
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $246k 3.2k 76.88
Verizon Communications (VZ) 0.0 $244k 5.4k 44.91
Ing Groep Sponsored Adr (ING) 0.0 $243k 13k 18.16
IDEXX Laboratories (IDXX) 0.0 $242k 479.00 505.22
Entergy Corporation (ETR) 0.0 $241k 1.8k 131.61
Enterprise Products Partners (EPD) 0.0 $240k 8.2k 29.11
Dow (DOW) 0.0 $236k 4.3k 54.63
Descartes Sys Grp (DSGX) 0.0 $232k 2.3k 102.96
Ameriprise Financial (AMP) 0.0 $229k 488.00 469.81
Onto Innovation (ONTO) 0.0 $226k 1.1k 207.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $226k 4.4k 51.12
Middlefield Banc Corp Com New (MBCN) 0.0 $225k 7.8k 28.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $223k 3.5k 64.74
RBC Bearings Incorporated (RBC) 0.0 $222k 743.00 299.38
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $222k 3.6k 62.20
Shopify Cl A (SHOP) 0.0 $219k 2.7k 80.14
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $219k 11k 19.72
Element Solutions (ESI) 0.0 $218k 8.0k 27.16
Carlyle Group (CG) 0.0 $218k 5.1k 43.06
Johnson Ctls Intl SHS (JCI) 0.0 $217k 2.8k 77.61
Edwards Lifesciences (EW) 0.0 $216k 3.3k 65.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $210k 368.00 569.66
General Mills (GIS) 0.0 $209k 2.8k 73.85
Ishares Tr U.s. Finls Etf (IYF) 0.0 $203k 2.0k 103.90
Fiserv (FI) 0.0 $202k 1.1k 179.65