YHB Investment Advisors

YHB Investment Advisors as of June 30, 2025

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 299 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.8 $75M 150k 497.41
Apple (AAPL) 5.4 $71M 343k 205.15
Amazon (AMZN) 3.7 $47M 216k 219.40
Costco Wholesale Corporation (COST) 3.2 $42M 42k 989.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $37M 76k 485.77
NVIDIA Corporation (NVDA) 2.7 $35M 224k 157.99
Visa Com Cl A (V) 2.3 $29M 82k 355.00
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $29M 467k 62.02
Alphabet Cap Stk Cl A (GOOGL) 2.2 $28M 160k 176.23
Alphabet Cap Stk Cl C (GOOG) 2.0 $25M 143k 177.39
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $23M 207k 109.29
Ecolab (ECL) 1.6 $21M 77k 269.44
Thermo Fisher Scientific (TMO) 1.5 $19M 47k 405.47
Stryker Corporation (SYK) 1.5 $19M 48k 395.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $18M 29k 617.86
Danaher Corporation (DHR) 1.3 $17M 85k 197.55
Intuit (INTU) 1.3 $16M 21k 787.62
United Rentals (URI) 1.1 $15M 20k 753.40
Oracle Corporation (ORCL) 1.1 $15M 67k 218.63
Ishares Tr Rus 1000 Etf (IWB) 1.1 $15M 43k 339.57
JPMorgan Chase & Co. (JPM) 1.1 $14M 50k 289.91
Home Depot (HD) 1.1 $14M 39k 366.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $14M 478k 29.21
Amphenol Corp Cl A (APH) 1.0 $14M 138k 98.75
Ishares Tr Core S&p500 Etf (IVV) 1.0 $13M 21k 620.89
Amgen (AMGN) 1.0 $13M 45k 279.21
Intuitive Surgical Com New (ISRG) 0.9 $12M 22k 543.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $12M 108k 110.10
Lam Research Corp Com New (LRCX) 0.9 $11M 113k 97.34
Meta Platforms Cl A (META) 0.8 $10M 14k 738.09
TJX Companies (TJX) 0.8 $10M 81k 123.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $9.9M 44k 226.49
Ishares Tr Core Msci Eafe (IEFA) 0.7 $9.5M 113k 83.48
2023 Etf Series Trust Eagle Capital Se (EAGL) 0.7 $9.4M 312k 30.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $9.3M 352k 26.50
UnitedHealth (UNH) 0.7 $9.2M 30k 311.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $9.2M 16k 568.02
Palo Alto Networks (PANW) 0.7 $8.9M 43k 204.61
Wal-Mart Stores (WMT) 0.7 $8.8M 91k 97.77
Netflix (NFLX) 0.7 $8.8M 6.6k 1339.12
Aon Shs Cl A (AON) 0.7 $8.7M 25k 356.76
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $8.4M 166k 50.68
Union Pacific Corporation (UNP) 0.6 $8.2M 36k 230.08
McDonald's Corporation (MCD) 0.6 $8.2M 28k 292.17
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $7.7M 76k 100.53
Fortinet (FTNT) 0.6 $7.4M 70k 105.70
Woodward Governor Company (WWD) 0.6 $7.4M 30k 245.10
Goldman Sachs (GS) 0.6 $7.4M 10k 707.43
Carlisle Companies (CSL) 0.6 $7.3M 20k 373.41
Nextera Energy (NEE) 0.5 $7.1M 103k 69.42
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $6.9M 35k 195.42
Pepsi (PEP) 0.5 $6.9M 52k 132.03
Raytheon Technologies Corp (RTX) 0.5 $6.8M 47k 146.01
Abbvie (ABBV) 0.5 $6.7M 36k 185.59
Eaton Corp SHS (ETN) 0.5 $6.7M 19k 356.99
Metropcs Communications (TMUS) 0.5 $6.5M 27k 238.26
salesforce (CRM) 0.5 $6.0M 22k 272.69
Servicenow (NOW) 0.4 $5.8M 5.7k 1028.07
Procter & Gamble Company (PG) 0.4 $5.8M 36k 159.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $5.7M 140k 40.49
Ishares Tr Russell 2000 Etf (IWM) 0.4 $5.6M 26k 215.79
Eli Lilly & Co. (LLY) 0.4 $5.6M 7.1k 779.50
Cummins (CMI) 0.4 $5.4M 17k 327.50
Ge Aerospace Com New (GE) 0.4 $5.4M 21k 257.40
Yum! Brands (YUM) 0.4 $5.2M 35k 148.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $5.2M 99k 52.76
Ishares Core Msci Emkt (IEMG) 0.4 $5.2M 87k 60.03
Broadcom (AVGO) 0.4 $5.2M 19k 275.65
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $5.1M 100k 50.92
AFLAC Incorporated (AFL) 0.4 $5.0M 48k 105.44
Spdr Gold Tr Gold Shs (GLD) 0.4 $5.0M 16k 304.83
W.W. Grainger (GWW) 0.4 $4.9M 4.7k 1040.23
Shell Spon Ads (SHEL) 0.4 $4.9M 69k 70.41
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $4.5M 48k 95.30
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $4.5M 103k 43.22
Linde SHS (LIN) 0.3 $4.4M 9.5k 469.16
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $4.4M 47k 93.79
Chevron Corporation (CVX) 0.3 $4.3M 30k 143.19
Marriott Intl Cl A (MAR) 0.3 $4.3M 16k 273.21
Church & Dwight (CHD) 0.3 $4.2M 44k 96.09
Johnson & Johnson (JNJ) 0.3 $4.1M 27k 152.75
Zoetis Cl A (ZTS) 0.3 $4.1M 26k 155.95
Paychex (PAYX) 0.3 $4.0M 27k 145.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.0M 7.2k 551.65
Morningstar (MORN) 0.3 $3.8M 12k 313.93
Walt Disney Company (DIS) 0.3 $3.7M 30k 124.01
Capital One Financial (COF) 0.3 $3.6M 17k 212.76
Chipotle Mexican Grill (CMG) 0.3 $3.5M 63k 56.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $3.5M 145k 24.44
Exxon Mobil Corporation (XOM) 0.3 $3.4M 32k 107.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $3.4M 11k 303.93
Carrier Global Corporation (CARR) 0.3 $3.4M 46k 73.19
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.3M 18k 181.74
Blackrock (BLK) 0.3 $3.3M 3.1k 1048.50
Morgan Stanley Com New (MS) 0.2 $3.2M 23k 140.86
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.1M 73k 42.74
L3harris Technologies (LHX) 0.2 $3.0M 12k 250.84
AutoZone (AZO) 0.2 $3.0M 813.00 3712.23
Ge Vernova (GEV) 0.2 $3.0M 5.6k 529.15
Comcast Corp Cl A (CMCSA) 0.2 $2.9M 83k 35.69
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.9M 47k 62.80
Prologis (PLD) 0.2 $2.9M 28k 105.12
Hilton Worldwide Holdings (HLT) 0.2 $2.8M 11k 266.34
Mondelez Intl Cl A (MDLZ) 0.2 $2.8M 41k 67.44
Mccormick & Co Com Non Vtg (MKC) 0.2 $2.6M 35k 75.82
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.5M 8.9k 285.30
Waste Management (WM) 0.2 $2.5M 11k 228.82
Fastenal Company (FAST) 0.2 $2.5M 60k 42.00
Citigroup Com New (C) 0.2 $2.5M 30k 85.12
Aercap Holdings Nv SHS (AER) 0.2 $2.5M 21k 117.00
Wells Fargo & Company (WFC) 0.2 $2.4M 30k 80.12
Mastercard Incorporated Cl A (MA) 0.2 $2.4M 4.3k 561.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.4M 100k 23.83
Cme (CME) 0.2 $2.3M 8.4k 275.62
Otis Worldwide Corp (OTIS) 0.2 $2.3M 23k 99.01
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $2.2M 31k 72.69
Welltower Inc Com reit (WELL) 0.2 $2.2M 14k 153.73
Anthem (ELV) 0.2 $2.1M 5.5k 388.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.1M 11k 182.78
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $2.1M 17k 121.38
eBay (EBAY) 0.2 $2.1M 28k 74.45
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $2.0M 40k 50.17
Fortive (FTV) 0.2 $2.0M 38k 52.36
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $1.9M 19k 104.13
Lowe's Companies (LOW) 0.1 $1.9M 8.7k 221.87
American Express Company (AXP) 0.1 $1.9M 6.0k 318.98
Honeywell International (HON) 0.1 $1.8M 7.6k 232.86
Alcon Ord Shs (ALC) 0.1 $1.8M 20k 88.24
Veralto Corp Com Shs (VLTO) 0.1 $1.7M 17k 100.95
Nike CL B (NKE) 0.1 $1.7M 24k 71.04
Apollo Global Mgmt (APO) 0.1 $1.7M 12k 141.87
Phillips 66 (PSX) 0.1 $1.6M 14k 119.30
Cisco Systems (CSCO) 0.1 $1.6M 23k 69.38
ConocoPhillips (COP) 0.1 $1.6M 18k 89.74
Invesco Exchange Traded Fd T Biotechnology (PBE) 0.1 $1.6M 24k 64.10
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.6M 10k 150.36
Illinois Tool Works (ITW) 0.1 $1.5M 6.2k 247.25
Cigna Corp (CI) 0.1 $1.5M 4.5k 330.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.5M 15k 100.69
TransDigm Group Incorporated (TDG) 0.1 $1.4M 948.00 1520.64
Becton, Dickinson and (BDX) 0.1 $1.4M 8.2k 172.25
International Business Machines (IBM) 0.1 $1.4M 4.8k 294.34
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M 5.5k 253.25
Automatic Data Processing (ADP) 0.1 $1.3M 4.3k 308.40
Pfizer (PFE) 0.1 $1.3M 54k 24.24
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M 16k 79.50
Palantir Technologies Cl A (PLTR) 0.1 $1.3M 9.5k 136.32
Casey's General Stores (CASY) 0.1 $1.3M 2.5k 510.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M 13k 90.98
Colgate-Palmolive Company (CL) 0.1 $1.2M 13k 90.90
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.2M 9.3k 128.60
Spdr Series Trust Bloomberg Invt (FLRN) 0.1 $1.2M 38k 30.83
Spdr Series Trust Portfolio Short (SPSB) 0.1 $1.2M 38k 30.19
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $1.1M 13k 86.87
Coca-Cola Company (KO) 0.1 $1.1M 15k 70.75
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $1.1M 21k 50.14
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $1.0M 11k 88.75
Select Sector Spdr Tr Energy (XLE) 0.1 $1.0M 12k 84.81
Workday Cl A (WDAY) 0.1 $1.0M 4.2k 240.00
Asml Holding N V N Y Registry Shs (ASML) 0.1 $987k 1.2k 801.39
Kenvue (KVUE) 0.1 $972k 46k 20.93
Bank of America Corporation (BAC) 0.1 $955k 20k 47.32
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $947k 18k 53.29
Paypal Holdings (PYPL) 0.1 $936k 13k 74.32
Sherwin-Williams Company (SHW) 0.1 $911k 2.7k 343.38
Voya Financial (VOYA) 0.1 $892k 13k 71.00
Southern Company (SO) 0.1 $869k 9.5k 91.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $856k 2.0k 424.58
Lincoln Electric Holdings (LECO) 0.1 $842k 4.1k 207.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $839k 17k 48.23
Applied Materials (AMAT) 0.1 $838k 4.6k 183.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $821k 32k 25.30
Blackstone Group Inc Com Cl A (BX) 0.1 $811k 5.4k 149.58
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $785k 13k 62.58
Charter Communications Inc N Cl A (CHTR) 0.1 $777k 1.9k 408.81
Lennar Corp Cl A (LEN) 0.1 $774k 7.0k 110.61
Texas Instruments Incorporated (TXN) 0.1 $772k 3.7k 207.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $767k 1.8k 438.40
Sap Se Spon Adr (SAP) 0.1 $764k 2.5k 304.10
Ishares Msci Equal Weite (EUSA) 0.1 $763k 7.7k 99.12
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $755k 7.7k 98.38
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $749k 7.0k 106.34
3M Company (MMM) 0.1 $746k 4.9k 152.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $742k 27k 28.05
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $740k 14k 51.36
Abbott Laboratories (ABT) 0.1 $740k 5.4k 136.01
Humana (HUM) 0.1 $727k 3.0k 244.48
Quanta Services (PWR) 0.1 $726k 1.9k 378.08
Accenture Plc Ireland Shs Class A (ACN) 0.1 $704k 2.4k 298.88
Merck & Co (MRK) 0.1 $679k 8.6k 79.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $663k 3.2k 204.67
Caterpillar (CAT) 0.1 $658k 1.7k 388.18
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.1 $658k 15k 44.67
Gilead Sciences (GILD) 0.1 $655k 5.9k 110.86
Cognizant Technology Solutio Cl A (CTSH) 0.0 $641k 8.2k 78.03
W.R. Berkley Corporation (WRB) 0.0 $612k 8.3k 73.47
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $609k 9.3k 65.52
Tesla Motors (TSLA) 0.0 $608k 1.9k 317.66
Booking Holdings (BKNG) 0.0 $608k 105.00 5789.24
Lauder Estee Cos Cl A (EL) 0.0 $599k 7.4k 80.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $597k 6.7k 89.05
Bristol Myers Squibb (BMY) 0.0 $594k 13k 46.29
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $567k 10k 56.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $545k 8.1k 67.22
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $525k 3.9k 135.73
Ishares Tr Msci Eafe Etf (EFA) 0.0 $512k 5.7k 89.39
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $510k 5.2k 97.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $507k 2.6k 194.23
Select Sector Spdr Tr Financial (XLF) 0.0 $505k 9.6k 52.37
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $504k 6.2k 80.97
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $499k 8.6k 57.86
Neuberger Berman Etf Trust Short Duration I (NBSD) 0.0 $492k 9.7k 50.94
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $490k 6.6k 74.07
Deere & Company (DE) 0.0 $481k 946.00 508.49
Yum China Holdings (YUMC) 0.0 $481k 11k 44.71
Novartis Sponsored Adr (NVS) 0.0 $477k 3.9k 121.01
Adobe Systems Incorporated (ADBE) 0.0 $459k 1.2k 386.88
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $449k 8.6k 52.34
McKesson Corporation (MCK) 0.0 $441k 602.00 732.78
Norfolk Southern (NSC) 0.0 $440k 1.7k 255.97
Align Technology (ALGN) 0.0 $435k 2.3k 189.33
CVS Caremark Corporation (CVS) 0.0 $432k 6.3k 68.98
Equinix (EQIX) 0.0 $424k 533.00 795.47
Emerson Electric (EMR) 0.0 $420k 3.2k 133.33
Starbucks Corporation (SBUX) 0.0 $420k 4.6k 91.63
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $397k 891.00 445.20
Progressive Corporation (PGR) 0.0 $396k 1.5k 266.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $388k 5.6k 69.09
Alcoa (AA) 0.0 $378k 13k 29.51
Philip Morris International (PM) 0.0 $378k 2.1k 182.13
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $369k 4.3k 86.07
O'reilly Automotive (ORLY) 0.0 $350k 3.9k 90.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $349k 7.0k 49.45
Tyler Technologies (TYL) 0.0 $343k 579.00 592.84
American Tower Reit (AMT) 0.0 $341k 1.5k 221.02
Ameriprise Financial (AMP) 0.0 $341k 638.00 533.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $338k 15k 22.10
Ptc (PTC) 0.0 $337k 2.0k 172.34
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $334k 1.2k 279.83
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $334k 11k 30.10
Trane Technologies SHS (TT) 0.0 $332k 760.00 437.41
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $327k 11k 29.75
Qualcomm (QCOM) 0.0 $324k 2.0k 159.26
Axon Enterprise (AXON) 0.0 $323k 390.00 827.94
EOG Resources (EOG) 0.0 $321k 2.7k 119.61
Martin Marietta Materials (MLM) 0.0 $321k 584.00 548.96
Microstrategy Cl A New (MSTR) 0.0 $319k 788.00 404.23
Kimberly-Clark Corporation (KMB) 0.0 $318k 2.5k 128.91
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $315k 2.7k 115.35
Hartford Financial Services (HIG) 0.0 $314k 2.5k 126.87
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $312k 2.3k 133.04
Hubbell (HUBB) 0.0 $310k 760.00 408.41
Lockheed Martin Corporation (LMT) 0.0 $310k 670.00 463.14
Regeneron Pharmaceuticals (REGN) 0.0 $302k 575.00 525.00
RBC Bearings Incorporated (RBC) 0.0 $296k 768.00 384.80
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $292k 3.1k 93.99
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $291k 3.6k 81.62
Ishares Tr Ultra Short Dur (ICSH) 0.0 $290k 5.7k 50.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $286k 2.1k 138.68
Ing Groep Sponsored Adr (ING) 0.0 $282k 13k 21.87
Crowdstrike Hldgs Cl A (CRWD) 0.0 $280k 550.00 509.31
CSX Corporation (CSX) 0.0 $278k 8.5k 32.63
Marsh & McLennan Companies (MMC) 0.0 $275k 1.3k 218.64
D.R. Horton (DHI) 0.0 $274k 2.1k 128.92
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $268k 5.3k 50.75
Micron Technology (MU) 0.0 $262k 2.1k 123.25
Waste Connections (WCN) 0.0 $259k 1.4k 186.45
Entergy Corporation (ETR) 0.0 $259k 3.1k 82.61
Johnson Ctls Intl SHS (JCI) 0.0 $258k 2.4k 105.62
Copart (CPRT) 0.0 $258k 5.2k 49.07
IDEXX Laboratories (IDXX) 0.0 $255k 475.00 536.34
Dupont De Nemours (DD) 0.0 $254k 3.7k 68.60
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $254k 4.1k 62.64
Hca Holdings (HCA) 0.0 $254k 662.00 383.10
Enterprise Products Partners (EPD) 0.0 $251k 8.1k 31.01
FedEx Corporation (FDX) 0.0 $251k 1.1k 227.31
Vanguard World Inf Tech Etf (VGT) 0.0 $250k 377.00 663.28
Select Sector Spdr Tr Communication (XLC) 0.0 $247k 2.3k 108.53
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $241k 1.8k 131.78
Tractor Supply Company (TSCO) 0.0 $239k 4.5k 52.77
At&t (T) 0.0 $237k 8.3k 28.69
Texas Roadhouse (TXRH) 0.0 $237k 1.3k 187.41
Ishares Tr U.s. Finls Etf (IYF) 0.0 $236k 2.0k 120.99
M&T Bank Corporation (MTB) 0.0 $235k 1.2k 193.99
Vanguard Index Fds Value Etf (VTV) 0.0 $235k 1.3k 176.74
Vanguard Index Fds Small Cp Etf (VB) 0.0 $234k 987.00 236.98
Corteva (CTVA) 0.0 $231k 3.1k 74.52
Descartes Sys Grp (DSGX) 0.0 $229k 2.3k 101.65
Intercontinental Exchange (ICE) 0.0 $226k 1.2k 183.47
Element Solutions (ESI) 0.0 $224k 9.9k 22.65
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $221k 4.5k 48.65
Hershey Company (HSY) 0.0 $219k 1.3k 165.95
Advanced Micro Devices (AMD) 0.0 $217k 1.5k 141.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $214k 378.00 566.48
Spdr Series Trust Msci Usa Strtgic (QUS) 0.0 $213k 1.3k 163.04
Verizon Communications (VZ) 0.0 $202k 4.7k 43.12
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $202k 9.8k 20.68
Middlefield Banc Corp Com New (MBCN) 0.0 $201k 6.7k 30.11
Energy Vault Holdings (NRGV) 0.0 $24k 33k 0.72