YHB Investment Advisors

YHB Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 277 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.3 $89M 354k 250.42
Microsoft Corporation (MSFT) 5.2 $64M 151k 421.50
Amazon (AMZN) 4.0 $49M 221k 219.39
Costco Wholesale Corporation (COST) 3.3 $40M 43k 916.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $34M 75k 453.28
Alphabet Cap Stk Cl A (GOOGL) 2.6 $32M 167k 189.30
NVIDIA Corporation (NVDA) 2.5 $30M 225k 134.29
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $29M 466k 62.31
Alphabet Cap Stk Cl C (GOOG) 2.3 $28M 149k 190.44
Visa Com Cl A (V) 2.2 $27M 85k 316.04
Thermo Fisher Scientific (TMO) 2.0 $24M 47k 520.23
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $24M 206k 115.22
Danaher Corporation (DHR) 1.5 $19M 81k 229.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $18M 30k 586.08
Ecolab (ECL) 1.5 $18M 76k 234.32
Stryker Corporation (SYK) 1.4 $17M 47k 360.05
UnitedHealth (UNH) 1.3 $16M 31k 505.86
Home Depot (HD) 1.2 $15M 38k 388.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $14M 485k 27.87
United Rentals (URI) 1.1 $13M 19k 704.44
Ishares Tr Rus 1000 Etf (IWB) 1.1 $13M 40k 322.16
Intuit (INTU) 1.0 $13M 20k 628.51
Pepsi (PEP) 1.0 $12M 82k 152.06
Ishares Tr Core S&p500 Etf (IVV) 1.0 $12M 21k 588.68
Oracle Corporation (ORCL) 1.0 $12M 70k 166.64
JPMorgan Chase & Co. (JPM) 0.9 $12M 48k 239.71
Intuitive Surgical Com New (ISRG) 0.9 $12M 22k 521.96
Amgen (AMGN) 0.9 $11M 44k 260.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $11M 108k 101.53
Amphenol Corp Cl A (APH) 0.8 $9.8M 141k 69.45
TJX Companies (TJX) 0.8 $9.7M 80k 120.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $9.4M 346k 27.32
Aon Shs Cl A (AON) 0.8 $9.3M 26k 359.16
2023 Etf Series Trust Eagle Capital Se (EAGL) 0.7 $8.7M 312k 27.85
McDonald's Corporation (MCD) 0.7 $8.4M 29k 289.89
Union Pacific Corporation (UNP) 0.7 $8.2M 36k 228.04
Meta Platforms Cl A (META) 0.7 $8.2M 14k 585.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $8.0M 40k 197.49
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $7.6M 75k 100.34
Wal-Mart Stores (WMT) 0.6 $7.4M 82k 90.35
Nextera Energy (NEE) 0.6 $7.2M 100k 71.69
Palo Alto Networks (PANW) 0.6 $7.2M 39k 181.96
Carlisle Companies (CSL) 0.6 $6.8M 19k 368.83
salesforce (CRM) 0.6 $6.7M 20k 334.33
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $6.7M 35k 190.88
Ishares Tr Core Msci Eafe (IEFA) 0.5 $6.6M 94k 70.28
Abbvie (ABBV) 0.5 $6.5M 37k 177.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $6.5M 12k 538.82
Fortinet (FTNT) 0.5 $6.2M 66k 94.48
Procter & Gamble Company (PG) 0.5 $6.2M 37k 167.65
Goldman Sachs (GS) 0.5 $6.0M 10k 572.62
Cummins (CMI) 0.5 $5.8M 17k 348.59
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $5.7M 112k 50.37
Raytheon Technologies Corp (RTX) 0.5 $5.5M 48k 115.72
Servicenow (NOW) 0.4 $5.4M 5.1k 1060.12
Eaton Corp SHS (ETN) 0.4 $5.4M 16k 331.87
Ishares Tr Russell 2000 Etf (IWM) 0.4 $5.3M 24k 220.96
Metropcs Communications (TMUS) 0.4 $5.3M 24k 220.73
Woodward Governor Company (WWD) 0.4 $5.0M 30k 166.42
AFLAC Incorporated (AFL) 0.4 $5.0M 48k 103.44
Yum! Brands (YUM) 0.4 $4.9M 37k 134.16
Eli Lilly & Co. (LLY) 0.4 $4.9M 6.3k 772.00
Church & Dwight (CHD) 0.4 $4.8M 46k 104.71
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $4.8M 52k 92.72
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $4.7M 138k 34.13
Chevron Corporation (CVX) 0.4 $4.6M 32k 144.84
Netflix (NFLX) 0.4 $4.5M 5.0k 891.32
Zoetis Cl A (ZTS) 0.4 $4.5M 28k 162.93
Marriott Intl Cl A (MAR) 0.4 $4.5M 16k 278.94
W.W. Grainger (GWW) 0.4 $4.5M 4.2k 1054.05
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $4.4M 88k 50.71
Morningstar (MORN) 0.4 $4.3M 13k 336.76
Johnson & Johnson (JNJ) 0.3 $4.2M 29k 144.62
Paychex (PAYX) 0.3 $4.2M 30k 140.22
Ishares Core Msci Emkt (IEMG) 0.3 $4.2M 80k 52.22
Shell Spon Ads (SHEL) 0.3 $4.1M 66k 62.65
Linde SHS (LIN) 0.3 $4.1M 9.8k 418.65
Broadcom (AVGO) 0.3 $4.0M 17k 231.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $4.0M 78k 51.70
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.9M 16k 242.13
Ge Aerospace Com New (GE) 0.3 $3.8M 23k 166.79
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $3.7M 43k 87.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.4M 6.7k 511.23
Exxon Mobil Corporation (XOM) 0.3 $3.4M 32k 107.57
Walt Disney Company (DIS) 0.3 $3.4M 31k 111.35
Accenture Plc Ireland Shs Class A (ACN) 0.3 $3.3M 9.4k 351.79
Chipotle Mexican Grill (CMG) 0.3 $3.3M 54k 60.30
Comcast Corp Cl A (CMCSA) 0.3 $3.2M 85k 37.53
Carrier Global Corporation (CARR) 0.3 $3.1M 46k 68.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $3.1M 11k 289.80
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $3.1M 82k 37.12
Fortive (FTV) 0.2 $3.0M 40k 75.00
Prologis (PLD) 0.2 $2.9M 28k 105.70
Mccormick & Co Com Non Vtg (MKC) 0.2 $2.9M 38k 76.24
Morgan Stanley Com New (MS) 0.2 $2.8M 23k 125.72
Nike CL B (NKE) 0.2 $2.8M 37k 75.67
Capital One Financial (COF) 0.2 $2.8M 16k 178.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.8M 72k 38.37
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $2.7M 21k 128.70
Hilton Worldwide Holdings (HLT) 0.2 $2.7M 11k 247.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.6M 113k 23.18
Mondelez Intl Cl A (MDLZ) 0.2 $2.6M 43k 59.73
Honeywell International (HON) 0.2 $2.6M 11k 225.88
L3harris Technologies (LHX) 0.2 $2.5M 12k 210.28
AutoZone (AZO) 0.2 $2.4M 756.00 3202.00
Ge Vernova (GEV) 0.2 $2.4M 7.2k 328.93
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.4M 8.8k 269.70
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.3M 40k 57.99
Wells Fargo & Company (WFC) 0.2 $2.3M 33k 70.24
Mastercard Incorporated Cl A (MA) 0.2 $2.3M 4.3k 526.57
Lowe's Companies (LOW) 0.2 $2.2M 8.9k 246.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.2M 96k 22.70
Citigroup Com New (C) 0.2 $2.2M 31k 70.39
Cme (CME) 0.2 $2.1M 9.2k 232.23
Otis Worldwide Corp (OTIS) 0.2 $2.1M 23k 92.61
Waste Management (WM) 0.2 $2.1M 10k 201.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $2.1M 18k 115.18
Becton, Dickinson and (BDX) 0.2 $2.0M 9.0k 226.87
Fastenal Company (FAST) 0.2 $2.0M 28k 71.91
Anthem (ELV) 0.2 $2.0M 5.4k 368.90
Aercap Holdings Nv SHS (AER) 0.2 $2.0M 21k 95.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.9M 25k 78.01
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.9M 27k 68.94
Veralto Corp Com Shs (VLTO) 0.2 $1.9M 18k 101.85
American Express Company (AXP) 0.1 $1.8M 6.0k 296.79
eBay (EBAY) 0.1 $1.8M 29k 61.95
Illinois Tool Works (ITW) 0.1 $1.8M 7.0k 253.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.7M 9.7k 175.23
ConocoPhillips (COP) 0.1 $1.7M 17k 99.17
Alcon Ord Shs (ALC) 0.1 $1.6M 19k 84.86
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.1 $1.6M 25k 66.53
Pfizer (PFE) 0.1 $1.6M 61k 26.53
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.5M 13k 117.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.5M 11k 139.41
Phillips 66 (PSX) 0.1 $1.5M 13k 113.93
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $1.5M 30k 49.84
Cisco Systems (CSCO) 0.1 $1.4M 23k 59.20
Apollo Global Mgmt (APO) 0.1 $1.4M 8.2k 165.16
Merck & Co (MRK) 0.1 $1.3M 13k 99.48
Automatic Data Processing (ADP) 0.1 $1.3M 4.4k 292.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.3M 14k 90.93
Colgate-Palmolive Company (CL) 0.1 $1.2M 14k 90.91
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.2M 39k 30.73
TransDigm Group Incorporated (TDG) 0.1 $1.1M 898.00 1267.28
Paypal Holdings (PYPL) 0.1 $1.1M 13k 85.35
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.1M 12k 90.35
Workday Cl A (WDAY) 0.1 $1.1M 4.2k 258.03
Kenvue (KVUE) 0.1 $1.1M 50k 21.35
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.1M 12k 86.89
Tesla Motors (TSLA) 0.1 $1.0M 2.5k 403.84
International Business Machines (IBM) 0.1 $1000k 4.5k 219.82
Sap Se Spon Adr (SAP) 0.1 $926k 3.8k 246.21
Charter Communications Inc N Cl A (CHTR) 0.1 $919k 2.7k 342.77
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $910k 18k 50.11
Bank of America Corporation (BAC) 0.1 $892k 20k 43.95
Voya Financial (VOYA) 0.1 $864k 13k 68.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $856k 4.8k 178.08
Coca-Cola Company (KO) 0.1 $853k 14k 62.26
Align Technology (ALGN) 0.1 $840k 4.0k 208.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $825k 2.1k 401.58
Applied Materials (AMAT) 0.1 $789k 4.9k 162.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $788k 31k 25.86
Lincoln Electric Holdings (LECO) 0.1 $763k 4.1k 187.45
Casey's General Stores (CASY) 0.1 $747k 1.9k 396.23
Ishares Msci Equal Weite (EUSA) 0.1 $734k 7.7k 95.36
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $732k 25k 29.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $727k 26k 27.71
Bristol Myers Squibb (BMY) 0.1 $726k 13k 56.56
Texas Instruments Incorporated (TXN) 0.1 $723k 3.9k 187.51
Vanguard Index Fds Growth Etf (VUG) 0.1 $718k 1.7k 410.44
Select Sector Spdr Tr Energy (XLE) 0.1 $716k 8.4k 85.66
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $712k 14k 51.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $711k 17k 41.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $698k 7.8k 89.08
Quanta Services (PWR) 0.1 $685k 2.2k 316.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $674k 6.4k 105.48
W.R. Berkley Corporation (WRB) 0.1 $663k 11k 58.52
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $662k 3.4k 195.83
Cognizant Technology Solutio Cl A (CTSH) 0.1 $647k 8.4k 76.90
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $644k 8.7k 74.27
3M Company (MMM) 0.1 $638k 4.9k 129.10
Abbott Laboratories (ABT) 0.1 $636k 5.6k 113.11
Select Sector Spdr Tr Technology (XLK) 0.1 $630k 2.7k 232.50
Cigna Corp (CI) 0.1 $625k 2.3k 276.14
Southern Company (SO) 0.1 $613k 7.4k 82.32
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $609k 12k 51.73
Sherwin-Williams Company (SHW) 0.0 $607k 1.8k 339.97
Caterpillar (CAT) 0.0 $604k 1.7k 362.80
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $575k 15k 39.06
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $573k 7.7k 74.76
Gilead Sciences (GILD) 0.0 $555k 6.0k 92.36
CVS Caremark Corporation (CVS) 0.0 $554k 12k 44.89
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $546k 9.5k 57.31
Yum China Holdings (YUMC) 0.0 $542k 11k 48.17
Booking Holdings (BKNG) 0.0 $532k 107.00 4968.42
Equinix (EQIX) 0.0 $527k 559.00 942.89
Adobe Systems Incorporated (ADBE) 0.0 $521k 1.2k 444.68
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $519k 3.9k 132.10
Select Sector Spdr Tr Financial (XLF) 0.0 $517k 11k 48.33
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $508k 6.5k 78.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $495k 2.7k 185.13
Alcoa (AA) 0.0 $484k 13k 37.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $462k 8.0k 57.41
Starbucks Corporation (SBUX) 0.0 $453k 5.0k 91.26
Copart (CPRT) 0.0 $451k 7.9k 57.39
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $432k 3.7k 116.04
Blackstone Group Inc Com Cl A (BX) 0.0 $417k 2.4k 172.42
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $414k 15k 28.35
Ishares Tr Msci Eafe Etf (EFA) 0.0 $414k 5.5k 75.61
Regeneron Pharmaceuticals (REGN) 0.0 $411k 577.00 712.33
Norfolk Southern (NSC) 0.0 $403k 1.7k 234.70
Deere & Company (DE) 0.0 $401k 946.00 423.70
Emerson Electric (EMR) 0.0 $392k 3.2k 123.93
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $387k 5.2k 74.36
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $361k 7.0k 51.99
FedEx Corporation (FDX) 0.0 $355k 1.3k 281.33
Fair Isaac Corporation (FICO) 0.0 $354k 178.00 1990.93
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $354k 17k 20.65
American Tower Reit (AMT) 0.0 $346k 1.9k 183.41
McKesson Corporation (MCK) 0.0 $343k 602.00 569.91
Novartis Sponsored Adr (NVS) 0.0 $343k 3.5k 97.31
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $339k 841.00 402.70
Kimberly-Clark Corporation (KMB) 0.0 $330k 2.5k 131.06
Hubbell (HUBB) 0.0 $325k 775.00 418.89
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $321k 3.2k 100.32
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $318k 2.3k 135.37
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $317k 1.2k 264.13
Qualcomm (QCOM) 0.0 $314k 2.0k 153.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $310k 7.0k 44.05
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $305k 4.0k 75.69
EOG Resources (EOG) 0.0 $301k 2.5k 122.58
D.R. Horton (DHI) 0.0 $297k 2.1k 139.82
Palantir Technologies Cl A (PLTR) 0.0 $297k 3.9k 75.63
Shopify Cl A (SHOP) 0.0 $291k 2.7k 106.33
O'reilly Automotive (ORLY) 0.0 $291k 245.00 1185.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $287k 2.3k 126.75
Dupont De Nemours (DD) 0.0 $285k 3.7k 76.26
Marsh & McLennan Companies (MMC) 0.0 $285k 1.3k 212.41
Select Sector Spdr Tr Communication (XLC) 0.0 $283k 2.9k 96.81
Trane Technologies SHS (TT) 0.0 $281k 760.00 369.35
CSX Corporation (CSX) 0.0 $280k 8.7k 32.27
Vanguard Index Fds Small Cp Etf (VB) 0.0 $278k 1.2k 240.28
Ishares Tr Blackrock Ultra (ICSH) 0.0 $271k 5.4k 50.43
Hartford Financial Services (HIG) 0.0 $271k 2.5k 109.40
Entergy Corporation (ETR) 0.0 $264k 3.5k 75.82
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $264k 11k 23.76
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $261k 3.2k 81.03
Ameriprise Financial (AMP) 0.0 $260k 488.00 532.43
Philip Morris International (PM) 0.0 $260k 2.2k 120.35
Lockheed Martin Corporation (LMT) 0.0 $257k 528.00 485.94
Descartes Sys Grp (DSGX) 0.0 $256k 2.3k 113.60
Carlyle Group (CG) 0.0 $256k 5.1k 50.49
Enterprise Products Partners (EPD) 0.0 $254k 8.1k 31.36
Element Solutions (ESI) 0.0 $252k 9.9k 25.43
Progressive Corporation (PGR) 0.0 $251k 1.0k 239.61
Tractor Supply Company (TSCO) 0.0 $245k 4.6k 53.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $245k 13k 18.50
Waste Connections (WCN) 0.0 $239k 1.4k 171.49
Fiserv (FI) 0.0 $235k 1.1k 205.42
Axon Enterprise (AXON) 0.0 $232k 390.00 594.32
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $232k 12k 19.43
RBC Bearings Incorporated (RBC) 0.0 $230k 768.00 299.14
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $227k 3.6k 63.75
Essential Utils (WTRG) 0.0 $227k 6.2k 36.32
Discover Financial Services 0.0 $225k 1.3k 173.23
Hershey Company (HSY) 0.0 $224k 1.3k 169.35
Johnson Ctls Intl SHS (JCI) 0.0 $221k 2.8k 78.93
Ishares Tr U.s. Finls Etf (IYF) 0.0 $216k 2.0k 110.58
Middlefield Banc Corp Com New (MBCN) 0.0 $215k 7.7k 28.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $213k 1.5k 137.57
Verizon Communications (VZ) 0.0 $211k 5.3k 39.99
Ing Groep Sponsored Adr (ING) 0.0 $210k 13k 15.67
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $210k 368.00 569.58
Novo-nordisk A S Adr (NVO) 0.0 $208k 2.4k 86.02
Edwards Lifesciences (EW) 0.0 $207k 2.8k 74.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $205k 3.5k 58.93
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $201k 1.8k 109.73