$701 Million is the total value of YHB Investment Advisors, Inc.'s 187 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 12.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $36,237,000 | +26.1% | 123,402 | -3.8% | 5.17% | +18.0% |
| MSFT | Buy | MICROSOFT CORP | $29,532,000 | +13.7% | 187,267 | +0.2% | 4.22% | +6.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $23,692,000 | +7.6% | 72,928 | -3.5% | 3.38% | +0.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b | $19,896,000 | +8.9% | 87,841 | +0.0% | 2.84% | +1.9% |
| V | Sell | VISA INC | $18,108,000 | +8.6% | 96,369 | -0.6% | 2.58% | +1.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $17,148,000 | +0.3% | 58,343 | -1.7% | 2.45% | -6.2% |
| DHR | Sell | DANAHER CORP DEL | $16,395,000 | +5.5% | 106,823 | -0.7% | 2.34% | -1.3% |
| ECL | Sell | ECOLAB INC | $15,546,000 | -4.2% | 80,553 | -1.7% | 2.22% | -10.4% |
| AMZN | Buy | AMAZON COM INC | $15,051,000 | +7.0% | 8,145 | +0.5% | 2.15% | +0.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $14,307,000 | +4.0% | 10,682 | -5.2% | 2.04% | -2.7% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $14,296,000 | +8.7% | 95,460 | -0.9% | 2.04% | +1.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $14,266,000 | +11.5% | 10,670 | +1.6% | 2.04% | +4.3% |
| DIS | Buy | DISNEY WALT CO | $14,105,000 | +13.5% | 97,527 | +2.3% | 2.01% | +6.2% |
| PEP | Sell | PEPSICO INC | $13,398,000 | -1.1% | 98,033 | -0.8% | 1.91% | -7.5% |
| AMGN | Sell | AMGEN INC | $12,376,000 | +24.3% | 51,338 | -0.2% | 1.77% | +16.3% |
| NKE | Buy | NIKE INCcl b | $11,515,000 | +9.4% | 113,657 | +1.4% | 1.64% | +2.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $11,398,000 | +11.4% | 78,135 | -1.2% | 1.63% | +4.3% |
| SYK | Sell | STRYKER CORP | $10,785,000 | -3.7% | 51,373 | -0.8% | 1.54% | -9.9% |
| HD | Buy | HOME DEPOT INC | $10,779,000 | -5.7% | 49,359 | +0.2% | 1.54% | -11.8% |
| MKC | Sell | MCCORMICK & CO INC | $9,380,000 | +8.0% | 55,265 | -0.6% | 1.34% | +1.0% |
| BDX | Sell | BECTON DICKINSON & CO | $9,013,000 | +6.9% | 33,141 | -0.6% | 1.29% | 0.0% |
| FB | Buy | FACEBOOK INCcl a | $8,707,000 | +26.2% | 42,421 | +9.5% | 1.24% | +18.0% |
| MCD | Buy | MCDONALDS CORP | $8,525,000 | -7.3% | 43,141 | +0.7% | 1.22% | -13.3% |
| UNP | Buy | UNION PAC CORP | $8,371,000 | +14.2% | 46,304 | +2.3% | 1.20% | +6.8% |
| CVS | Buy | CVS CAREMARK CORPORATION | $8,344,000 | +18.0% | 112,313 | +0.2% | 1.19% | +10.5% |
| INTU | Buy | INTUIT | $8,232,000 | -0.6% | 31,430 | +0.9% | 1.18% | -7.0% |
| NEE | Sell | NEXTERA ENERGY INC | $8,007,000 | +3.5% | 33,064 | -0.4% | 1.14% | -3.1% |
| ORCL | Sell | ORACLE CORP | $7,966,000 | -4.6% | 150,352 | -0.9% | 1.14% | -10.8% |
| PYPL | Sell | PAYPAL HLDGS INC | $7,710,000 | +4.2% | 71,280 | -0.2% | 1.10% | -2.6% |
| TJX | Sell | TJX COS INC NEW | $7,539,000 | +9.2% | 123,467 | -0.3% | 1.08% | +2.2% |
| FTV | Buy | FORTIVE CORP | $7,465,000 | +13.6% | 97,724 | +2.0% | 1.06% | +6.3% |
| USB | Buy | US BANCORP DEL | $7,426,000 | +7.6% | 125,248 | +0.5% | 1.06% | +0.8% |
| XOM | Sell | EXXON MOBIL CORP | $7,418,000 | -6.6% | 106,309 | -5.4% | 1.06% | -12.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $6,854,000 | +30.2% | 23,315 | -3.8% | 0.98% | +21.8% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $6,746,000 | +6.6% | 11,412 | -2.6% | 0.96% | -0.2% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $6,449,000 | -0.4% | 103,979 | -3.3% | 0.92% | -6.9% |
| CME | Buy | CME GROUP INC | $6,187,000 | -4.9% | 30,826 | +0.1% | 0.88% | -11.1% |
| PFE | Sell | PFIZER INC | $6,173,000 | +8.1% | 157,556 | -0.9% | 0.88% | +1.0% |
| PG | Buy | PROCTER & GAMBLE CO | $6,089,000 | +2.0% | 48,751 | +1.6% | 0.87% | -4.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $6,061,000 | +109.9% | 94,427 | +65.8% | 0.86% | +96.6% |
| HON | Sell | HONEYWELL INTL INC | $5,932,000 | +4.5% | 33,517 | -0.1% | 0.85% | -2.2% |
| TFC | New | TRUIST FINL CORP | $5,417,000 | – | 96,190 | +100.0% | 0.77% | – |
| CMCSK | Buy | COMCAST CORP NEWcl a spl | $5,378,000 | +10.7% | 119,596 | +10.9% | 0.77% | +3.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $5,377,000 | +14.4% | 49,683 | +2.0% | 0.77% | +7.0% |
| CHD | Sell | CHURCH & DWIGHT INC | $5,377,000 | -6.7% | 76,438 | -0.2% | 0.77% | -12.7% |
| URI | Buy | UNITED RENTALS INC | $5,261,000 | +34.9% | 31,547 | +0.8% | 0.75% | +26.2% |
| PAYX | Sell | PAYCHEX INC | $5,229,000 | +0.4% | 61,472 | -2.3% | 0.75% | -6.2% |
| C | Buy | CITIGROUP INC | $5,059,000 | +16.1% | 63,320 | +0.4% | 0.72% | +8.6% |
| LRCX | Buy | LAM RESEARCH CORP | $4,832,000 | +27.9% | 16,526 | +1.1% | 0.69% | +19.6% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $4,649,000 | +6.5% | 33,421 | +1.7% | 0.66% | -0.3% |
| ZTS | Sell | ZOETIS INC902252 10 5cl a | $4,302,000 | +5.3% | 32,506 | -0.9% | 0.61% | -1.4% |
| YUM | Sell | YUM BRANDS INC | $4,125,000 | -11.6% | 40,949 | -0.4% | 0.59% | -17.3% |
| CVX | Sell | CHEVRON CORP NEW | $4,064,000 | +0.7% | 33,722 | -0.9% | 0.58% | -5.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $4,065,000 | -3.1% | 59,055 | +3.5% | 0.58% | -9.4% |
| ABBV | Sell | ABBVIE INC | $3,919,000 | +14.3% | 44,265 | -2.2% | 0.56% | +6.9% |
| GE | Sell | GENERAL ELECTRIC CO | $3,880,000 | +23.6% | 347,641 | -1.0% | 0.55% | +15.7% |
| WFC | Sell | WELLS FARGO & CO NEW | $3,803,000 | +5.8% | 70,682 | -0.8% | 0.54% | -0.9% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $3,788,000 | +21.4% | 25,015 | -0.3% | 0.54% | +13.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $3,782,000 | +10.6% | 16,449 | -0.4% | 0.54% | +3.4% |
| CTXS | Buy | CITRIX SYS INC | $3,589,000 | +16.0% | 32,364 | +1.0% | 0.51% | +8.5% |
| YUMC | Sell | YUM CHINA HLDGS INC | $3,445,000 | +5.5% | 71,763 | -0.1% | 0.49% | -1.2% |
| MORN | Sell | MORNINGSTAR INC | $3,414,000 | +2.6% | 22,563 | -0.9% | 0.49% | -4.1% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $3,221,000 | +13.9% | 19,434 | -0.7% | 0.46% | +6.7% |
| WTR | Sell | AQUA AMERICA INC | $3,206,000 | +3.7% | 68,300 | -1.0% | 0.46% | -3.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,091,000 | +0.7% | 56,125 | +1.1% | 0.44% | -5.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $3,081,000 | +12.4% | 13,206 | +5.9% | 0.44% | +5.3% |
| PLD | Buy | PROLOGIS INC | $3,035,000 | +6.5% | 34,048 | +1.8% | 0.43% | -0.5% |
| LIN | Sell | LINDE PLC | $2,995,000 | +6.6% | 14,066 | -3.0% | 0.43% | -0.5% |
| ABT | Sell | ABBOTT LABS | $2,949,000 | +2.9% | 33,948 | -0.9% | 0.42% | -3.7% |
| CSCO | Sell | CISCO SYS INC | $2,874,000 | -3.7% | 59,918 | -0.8% | 0.41% | -9.9% |
| CMI | Sell | CUMMINS INC | $2,782,000 | +6.5% | 15,547 | -3.2% | 0.40% | -0.3% |
| AFL | Sell | AFLAC INC | $2,748,000 | +0.4% | 51,954 | -0.7% | 0.39% | -6.2% |
| INTC | Sell | INTEL CORP | $2,715,000 | +14.7% | 45,363 | -1.3% | 0.39% | +7.2% |
| FAST | Sell | FASTENAL CO | $2,547,000 | +12.2% | 68,936 | -0.8% | 0.36% | +5.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,544,000 | +27.6% | 18,251 | +7.7% | 0.36% | +19.4% |
| MDT | Buy | MEDTRONIC PLC | $2,471,000 | +7.9% | 21,778 | +3.3% | 0.35% | +0.9% |
| WWD | Sell | WOODWARD INC | $2,434,000 | +8.3% | 20,550 | -1.4% | 0.35% | +1.2% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $2,246,000 | +9.5% | 54,104 | -1.4% | 0.32% | +2.6% |
| WMT | Buy | WAL MART STORES INC | $2,104,000 | +2.1% | 17,707 | +2.0% | 0.30% | -4.5% |
| EBAY | Sell | EBAY INC | $2,049,000 | -8.5% | 56,739 | -1.2% | 0.29% | -14.6% |
| LOW | Buy | LOWES COS INC | $2,027,000 | +9.2% | 16,928 | +0.3% | 0.29% | +2.1% |
| EWBC | Sell | EAST WEST BANCORP INC | $1,972,000 | +4.7% | 40,494 | -4.7% | 0.28% | -2.1% |
| LBTYK | Sell | LIBERTY GLOBAL PLC | $1,873,000 | -10.2% | 85,949 | -2.0% | 0.27% | -16.0% |
| MS | Sell | MORGAN STANLEY | $1,764,000 | +19.1% | 34,510 | -0.6% | 0.25% | +11.5% |
| KO | Buy | COCA COLA CO | $1,721,000 | +3.5% | 31,085 | +1.8% | 0.25% | -3.1% |
| AON | Sell | AON CORP | $1,703,000 | -22.6% | 8,175 | -28.1% | 0.24% | -27.7% |
| MMM | Sell | 3M CO | $1,670,000 | -14.6% | 9,464 | -20.4% | 0.24% | -20.1% |
| GM | Sell | GENERAL MTRS CO | $1,651,000 | -2.4% | 45,096 | -0.1% | 0.24% | -8.5% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $1,577,000 | +14.9% | 3,252 | -2.4% | 0.22% | +7.7% |
| FISV | Sell | FISERV INC | $1,570,000 | +10.0% | 13,577 | -1.5% | 0.22% | +2.8% |
| MRK | Sell | MERCK & CO INC NEW | $1,564,000 | +1.5% | 17,191 | -6.1% | 0.22% | -5.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,512,000 | +19.1% | 7,129 | -6.1% | 0.22% | +11.3% |
| NFLX | New | NETFLIX INC | $1,460,000 | – | 4,513 | +100.0% | 0.21% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING | $1,398,000 | +17.8% | 8,197 | +11.5% | 0.20% | +10.5% |
| EMR | Buy | EMERSON ELEC CO | $1,390,000 | +17.5% | 18,223 | +3.0% | 0.20% | +10.0% |
| PBE | Sell | INVESCO EXCHANGE TRADED FDdynmc biotech | $1,346,000 | +14.6% | 24,095 | -2.8% | 0.19% | +7.3% |
| GILD | Sell | GILEAD SCIENCES INC | $1,340,000 | -26.4% | 20,616 | -28.3% | 0.19% | -31.3% |
| WM | Sell | WASTE MGMT INC DEL | $1,299,000 | -2.0% | 11,399 | -1.1% | 0.18% | -8.4% |
| GLIBA | GCI LIBERTY INC | $1,251,000 | +14.1% | 17,663 | 0.0% | 0.18% | +7.2% | |
| TD | Buy | TORONTO DOMINION BK ONT | $1,248,000 | -3.6% | 22,236 | +0.0% | 0.18% | -10.1% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,238,000 | +10.6% | 56,627 | +1.3% | 0.18% | +3.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,233,000 | -2.5% | 20,089 | -4.2% | 0.18% | -8.8% |
| T | Buy | AT&T INC | $1,201,000 | +3.4% | 30,742 | +0.2% | 0.17% | -3.4% |
| AER | AERCAP HOLDINGS NV | $1,192,000 | +12.2% | 19,397 | 0.0% | 0.17% | +4.9% | |
| BAC | Sell | BANK OF AMERICA CORPORATION | $1,130,000 | +17.8% | 32,086 | -2.4% | 0.16% | +10.3% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,070,000 | +1.3% | 15,045 | +1.1% | 0.15% | -5.0% |
| SBUX | Buy | STARBUCKS CORP | $1,066,000 | +0.2% | 12,126 | +0.8% | 0.15% | -6.2% |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,044,000 | +19.2% | 9,410 | 0.0% | 0.15% | +11.2% | |
| AXP | Sell | AMERICAN EXPRESS CO | $1,027,000 | +5.0% | 8,252 | -0.2% | 0.15% | -1.3% |
| TAP | Sell | MOLSON COORS BREWING COcl b | $1,022,000 | -12.6% | 18,968 | -6.8% | 0.15% | -18.0% |
| ABMD | Sell | ABIOMED INC | $1,026,000 | -8.2% | 6,012 | -4.3% | 0.15% | -14.6% |
| LBRDA | LIBERTY BROADBAND CORP | $1,013,000 | +19.2% | 8,129 | 0.0% | 0.14% | +11.5% | |
| ITW | ILLINOIS TOOL WKS INC | $990,000 | +14.7% | 5,514 | 0.0% | 0.14% | +6.8% | |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $916,000 | +164.0% | 54,206 | +143.9% | 0.13% | +147.2% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $897,000 | +29.8% | 3,213 | -15.9% | 0.13% | +21.9% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $875,000 | +6.6% | 13,542 | +6.8% | 0.12% | 0.0% |
| MA | Buy | MASTERCARD INCcl a | $854,000 | +10.3% | 2,860 | +0.4% | 0.12% | +3.4% |
| ROBT | Sell | FIRST TR EXCHANGE TRADED FDnasdq artfcial | $818,000 | +8.1% | 23,800 | -0.6% | 0.12% | +1.7% |
| WAB | Sell | WABTEC CORP | $761,000 | +7.9% | 9,786 | -0.2% | 0.11% | +0.9% |
| PSX | Buy | PHILLIPS 66 | $746,000 | +13.7% | 6,694 | +4.5% | 0.11% | +6.0% |
| COP | Sell | CONOCOPHILLIPS | $722,000 | -0.8% | 11,097 | -13.1% | 0.10% | -7.2% |
| BA | Sell | BOEING CO | $707,000 | -15.3% | 2,170 | -1.1% | 0.10% | -20.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHINE | $700,000 | -7.4% | 5,223 | +0.5% | 0.10% | -13.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $682,000 | +152.6% | 11,363 | +148.8% | 0.10% | +136.6% |
| LECO | LINCOLN ELEC HLDGS INC | $662,000 | +11.4% | 6,847 | 0.0% | 0.09% | +3.3% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $637,000 | – | 3,220 | +100.0% | 0.09% | – |
| MHK | Sell | MOHAWK INDS INC | $633,000 | -50.3% | 4,641 | -54.8% | 0.09% | -53.6% |
| MCK | Buy | MCKESSON CORP | $624,000 | +26.6% | 4,510 | +25.1% | 0.09% | +18.7% |
| DISH | Sell | DISH NETWORK CORPcl a | $623,000 | -29.1% | 17,561 | -31.9% | 0.09% | -33.6% |
| IR | INGERSOLL-RAND PLC | $544,000 | +7.9% | 4,090 | 0.0% | 0.08% | +1.3% | |
| TRIP | TRIPADVISOR INC | $538,000 | -21.6% | 17,725 | 0.0% | 0.08% | -26.7% | |
| NVS | Buy | NOVARTIS A Gsponsored adr | $508,000 | +9.0% | 5,367 | +0.1% | 0.07% | +2.8% |
| KMB | Buy | KIMBERLY CLARK CORP | $511,000 | +14.6% | 3,711 | +18.2% | 0.07% | +7.4% |
| TGT | Buy | TARGET CORP | $450,000 | +29.3% | 3,506 | +7.8% | 0.06% | +20.8% |
| NSC | NORFOLK SOUTHERN CORP | $437,000 | +8.2% | 2,250 | 0.0% | 0.06% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $414,000 | +14.7% | 10,301 | -2.6% | 0.06% | +7.3% |
| CAC | CAMDEN NATL CORP | $415,000 | +6.4% | 9,000 | 0.0% | 0.06% | 0.0% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $403,000 | +60.6% | 14,298 | +62.5% | 0.06% | +52.6% |
| SO | SOUTHERN CO | $406,000 | +3.0% | 6,380 | 0.0% | 0.06% | -3.3% | |
| PIO | INVESCO EXCHNG TRADED FD TRglobal water | $400,000 | +10.8% | 12,950 | 0.0% | 0.06% | +3.6% | |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $392,000 | +40.5% | 12,730 | +27.6% | 0.06% | +30.2% |
| FLIR | Sell | FLIR SYS INC | $380,000 | -1.6% | 7,290 | -0.7% | 0.05% | -8.5% |
| ING | ING GROUP N Vsponsored adr | $360,000 | +15.0% | 29,914 | 0.0% | 0.05% | +6.2% | |
| CI | Sell | CIGNA CORPORATION | $348,000 | +30.3% | 1,702 | -3.4% | 0.05% | +22.0% |
| CERN | Sell | CERNER CORP | $350,000 | +1.2% | 4,770 | -6.0% | 0.05% | -5.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $338,000 | -28.4% | 900 | -47.1% | 0.05% | -33.3% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $335,000 | -50.1% | 400 | -50.0% | 0.05% | -53.4% |
| DD | Sell | DUPONT DE NEMOURS INC | $339,000 | -16.1% | 5,286 | -6.7% | 0.05% | -22.6% |
| FDX | Sell | FEDEX CORP | $330,000 | -6.5% | 2,183 | -9.9% | 0.05% | -13.0% |
| VIAB | Sell | VIACOM INC NEWcl b | $320,000 | +3.9% | 7,619 | -40.6% | 0.05% | -2.1% |
| TXT | Sell | TEXTRON INC | $321,000 | -13.9% | 7,198 | -5.6% | 0.05% | -19.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $315,000 | +20.7% | 1,342 | +14.0% | 0.04% | +12.5% |
| D | Sell | DOMINION RES INC VA NEW | $318,000 | -10.7% | 3,845 | -12.6% | 0.04% | -16.7% |
| ANTM | Buy | ANTHEM INC | $310,000 | +27.0% | 1,025 | +1.0% | 0.04% | +18.9% |
| CRM | SALESFORCE COM INC | $298,000 | +9.6% | 1,832 | 0.0% | 0.04% | +4.9% | |
| ADBE | Sell | ADOBE SYS INC | $302,000 | +16.2% | 917 | -2.4% | 0.04% | +7.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $302,000 | +0.3% | 775 | +0.4% | 0.04% | -6.5% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $304,000 | -7.9% | 2,039 | -4.0% | 0.04% | -14.0% |
| ES | EVERSOURCE ENERGY | $302,000 | -0.3% | 3,546 | 0.0% | 0.04% | -6.5% | |
| BXP | BOSTON PROPERTIES INC | $300,000 | +6.4% | 2,175 | 0.0% | 0.04% | 0.0% | |
| POST | POST HLDGS INC | $295,000 | +3.1% | 2,700 | 0.0% | 0.04% | -4.5% | |
| DFS | DISCOVER FINL SVCS | $297,000 | +4.6% | 3,500 | 0.0% | 0.04% | -2.3% | |
| SWKS | New | SKYWORKS SOLUTIONS INC | $290,000 | – | 2,400 | +100.0% | 0.04% | – |
| DUK | Sell | DUKE ENERGY CORP NEW | $283,000 | -26.3% | 3,105 | -22.4% | 0.04% | -32.2% |
| ETN | Buy | EATON CORP PLC | $282,000 | +16.0% | 2,972 | +1.7% | 0.04% | +8.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $271,000 | +14.8% | 1,696 | +0.7% | 0.04% | +8.3% |
| XEC | Sell | CIMAREX ENERGY CO | $276,000 | -29.4% | 5,251 | -35.6% | 0.04% | -35.0% |
| CSX | CSX CORP | $265,000 | +4.3% | 3,662 | 0.0% | 0.04% | -2.6% | |
| TXN | Buy | TEXAS INSTRS INC | $250,000 | -0.8% | 1,952 | +0.3% | 0.04% | -5.3% |
| GWW | GRAINGER W W INC | $245,000 | +14.0% | 725 | 0.0% | 0.04% | +6.1% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $243,000 | -6.9% | 1,059 | -10.4% | 0.04% | -12.5% |
| MAS | Sell | MASCO CORP | $235,000 | +0.4% | 4,900 | -12.8% | 0.03% | -5.6% |
| DOW | Sell | DOW INC | $236,000 | +2.6% | 4,310 | -10.7% | 0.03% | -2.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $235,000 | +10.3% | 1,118 | +1.1% | 0.03% | +6.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $234,000 | +7.8% | 2,752 | -3.5% | 0.03% | 0.0% |
| MBCN | Buy | MIDDLEFIELD BANC CORP | $234,000 | +12.0% | 8,952 | +100.0% | 0.03% | +3.1% |
| VLO | New | VALERO ENERGY CORP NEW | $222,000 | – | 2,368 | +100.0% | 0.03% | – |
| WBS | Sell | WEBSTER FINL CORP CONN | $223,000 | +0.5% | 4,181 | -11.8% | 0.03% | -5.9% |
| IYF | New | ISHARES TRu.s. finls etf | $216,000 | – | 1,571 | +100.0% | 0.03% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $213,000 | – | 1,908 | +100.0% | 0.03% | – |
| RTN | New | RAYTHEON CO | $208,000 | – | 946 | +100.0% | 0.03% | – |
| ETR | New | ENTERGY CORP NEW | $204,000 | – | 1,701 | +100.0% | 0.03% | – |
| TROW | New | PRICE T ROWE GROUP INC | $202,000 | – | 1,657 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $202,000 | – | 4,038 | +100.0% | 0.03% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $206,000 | – | 685 | +100.0% | 0.03% | – |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $202,000 | -6.5% | 3,332 | -6.7% | 0.03% | -12.1% |
| LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $97,000 | -21.8% | 13,200 | 0.0% | 0.01% | -26.3% | |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -7,495 | -100.0% | -0.04% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,783 | -100.0% | -0.04% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -10,500 | -100.0% | -0.04% | – |
| FOXA | Exit | FOX CORP | $0 | – | -10,119 | -100.0% | -0.05% | – |
| FOX | Exit | FOX CORP | $0 | – | -11,534 | -100.0% | -0.06% | – |
| UBNK | Exit | UNITED FINANCIAL BANCORP INC | $0 | – | -35,551 | -100.0% | -0.07% | – |
| OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -13,592 | -100.0% | -0.09% | – |
| EOG | Exit | EOG RES INC | $0 | – | -8,495 | -100.0% | -0.10% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -10,746 | -100.0% | -0.15% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -41,940 | -100.0% | -0.64% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -75,063 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 7.2% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.4% |
| THERMO FISHER SCIENTIFIC INC COM | 42 | Q3 2023 | 3.7% |
| ECOLAB INC COM | 42 | Q3 2023 | 3.4% |
| PEPSICO INC COM | 42 | Q3 2023 | 2.8% |
| COSTCO WHSL CORP NEW COM | 42 | Q3 2023 | 2.9% |
| DANAHER CORPORATION COM | 42 | Q3 2023 | 2.7% |
| VISA INC COM CL A | 42 | Q3 2023 | 4.0% |
| ORACLE CORP COM | 42 | Q3 2023 | 2.8% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.1% |
View YHB Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View YHB Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.