$580 Million is the total value of YHB Investment Advisors, Inc.'s 166 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ETR | Exit | ENTERGY CORP NEW | $0 | – | -1,701 | -100.0% | -0.03% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -4,038 | -100.0% | -0.03% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -1,657 | -100.0% | -0.03% | – |
HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -3,332 | -100.0% | -0.03% | – |
MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -1,908 | -100.0% | -0.03% | – |
RTN | Exit | RAYTHEON CO | $0 | – | -946 | -100.0% | -0.03% | – |
WBS | Exit | WEBSTER FINL CORP CONN | $0 | – | -4,181 | -100.0% | -0.03% | – |
VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -2,368 | -100.0% | -0.03% | – |
MBCN | Exit | MIDDLEFIELD BANC CORP | $0 | – | -8,952 | -100.0% | -0.03% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,752 | -100.0% | -0.03% | – |
DOW | Exit | DOW INC | $0 | – | -4,310 | -100.0% | -0.03% | – |
MAS | Exit | MASCO CORP | $0 | – | -4,900 | -100.0% | -0.03% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,118 | -100.0% | -0.03% | – |
GWW | Exit | GRAINGER W W INC | $0 | – | -725 | -100.0% | -0.04% | – |
XEC | Exit | CIMAREX ENERGY CO | $0 | – | -5,251 | -100.0% | -0.04% | – |
PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,696 | -100.0% | -0.04% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -3,500 | -100.0% | -0.04% | – |
SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -2,039 | -100.0% | -0.04% | – |
VIAB | Exit | VIACOM INC NEWcl b | $0 | – | -7,619 | -100.0% | -0.05% | – |
TXT | Exit | TEXTRON INC | $0 | – | -7,198 | -100.0% | -0.05% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -5,286 | -100.0% | -0.05% | – |
FLIR | Exit | FLIR SYS INC | $0 | – | -7,290 | -100.0% | -0.05% | – |
XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -12,730 | -100.0% | -0.06% | – |
SLB | Exit | SCHLUMBERGER LTD | $0 | – | -10,301 | -100.0% | -0.06% | – |
IR | Exit | INGERSOLL-RAND PLC | $0 | – | -4,090 | -100.0% | -0.08% | – |
MHK | Exit | MOHAWK INDS INC | $0 | – | -4,641 | -100.0% | -0.09% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -56,627 | -100.0% | -0.18% | – |
WTR | Exit | AQUA AMERICA INC | $0 | – | -68,300 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-16
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.