$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.