$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 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $36,237,000 | +26.1% | 123,402 | -3.8% | 5.17% | +18.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $23,692,000 | +7.6% | 72,928 | -3.5% | 3.38% | +0.7% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| PFE | Sell | PFIZER INC | $6,173,000 | +8.1% | 157,556 | -0.9% | 0.88% | +1.0% |
| HON | Sell | HONEYWELL INTL INC | $5,932,000 | +4.5% | 33,517 | -0.1% | 0.85% | -2.2% |
| CHD | Sell | CHURCH & DWIGHT INC | $5,377,000 | -6.7% | 76,438 | -0.2% | 0.77% | -12.7% |
| PAYX | Sell | PAYCHEX INC | $5,229,000 | +0.4% | 61,472 | -2.3% | 0.75% | -6.2% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| EBAY | Sell | EBAY INC | $2,049,000 | -8.5% | 56,739 | -1.2% | 0.29% | -14.6% |
| 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% |
| 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% |
| 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% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,233,000 | -2.5% | 20,089 | -4.2% | 0.18% | -8.8% |
| BAC | Sell | BANK OF AMERICA CORPORATION | $1,130,000 | +17.8% | 32,086 | -2.4% | 0.16% | +10.3% |
| 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% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $897,000 | +29.8% | 3,213 | -15.9% | 0.13% | +21.9% |
| 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% |
| 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% |
| MHK | Sell | MOHAWK INDS INC | $633,000 | -50.3% | 4,641 | -54.8% | 0.09% | -53.6% |
| DISH | Sell | DISH NETWORK CORPcl a | $623,000 | -29.1% | 17,561 | -31.9% | 0.09% | -33.6% |
| SLB | Sell | SCHLUMBERGER LTD | $414,000 | +14.7% | 10,301 | -2.6% | 0.06% | +7.3% |
| FLIR | Sell | FLIR SYS INC | $380,000 | -1.6% | 7,290 | -0.7% | 0.05% | -8.5% |
| 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% |
| D | Sell | DOMINION RES INC VA NEW | $318,000 | -10.7% | 3,845 | -12.6% | 0.04% | -16.7% |
| ADBE | Sell | ADOBE SYS INC | $302,000 | +16.2% | 917 | -2.4% | 0.04% | +7.5% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $304,000 | -7.9% | 2,039 | -4.0% | 0.04% | -14.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $283,000 | -26.3% | 3,105 | -22.4% | 0.04% | -32.2% |
| XEC | Sell | CIMAREX ENERGY CO | $276,000 | -29.4% | 5,251 | -35.6% | 0.04% | -35.0% |
| 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% |
| PM | Sell | PHILIP MORRIS INTL INC | $234,000 | +7.8% | 2,752 | -3.5% | 0.03% | 0.0% |
| WBS | Sell | WEBSTER FINL CORP CONN | $223,000 | +0.5% | 4,181 | -11.8% | 0.03% | -5.9% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $202,000 | -6.5% | 3,332 | -6.7% | 0.03% | -12.1% |
| 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.