$921 Million is the total value of YHB Investment Advisors, Inc.'s 261 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 63.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC COMstock | $50,466,000 | +14.2% | 435,766 | +259.6% | 5.48% | -14.2% |
| MSFT | Buy | MICROSOFT CORP COMstock | $40,604,000 | +11.9% | 193,048 | +8.2% | 4.41% | -15.9% |
| AMZN | Buy | AMAZON COM INC COMstock | $35,581,000 | +58.9% | 11,300 | +39.2% | 3.86% | +19.4% |
| MINT | New | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $27,860,000 | – | 273,240 | +100.0% | 3.02% | – |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $25,696,000 | -0.2% | 58,200 | -18.1% | 2.79% | -25.0% |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $21,557,000 | – | 101,234 | +100.0% | 2.34% | – |
| DHR | Sell | DANAHER CORPORATION COMstock | $20,977,000 | +11.5% | 97,416 | -8.5% | 2.28% | -16.2% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $18,155,000 | +1.4% | 51,141 | -13.4% | 1.97% | -23.8% |
| V | Sell | VISA INC COM CL Astock | $17,679,000 | -5.9% | 88,406 | -9.1% | 1.92% | -29.2% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $16,642,000 | +15.4% | 11,324 | +11.0% | 1.81% | -13.3% |
| GOOGL | ALPHABET INC CAP STK CL Astock | $15,393,000 | +3.4% | 10,503 | 0.0% | 1.67% | -22.3% | |
| DIS | Buy | DISNEYstock | $14,847,000 | +17.7% | 119,660 | +5.8% | 1.61% | -11.5% |
| ECL | Sell | ECOLAB INC COMstock | $13,824,000 | -10.8% | 69,173 | -11.2% | 1.50% | -32.9% |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $13,129,000 | +6.1% | 66,634 | -6.2% | 1.42% | -20.2% |
| CMCSA | New | COMCAST CORP NEW CL Astock | $12,385,000 | – | 267,726 | +100.0% | 1.34% | – |
| AMGN | Sell | AMGEN INC COMstock | $11,927,000 | -7.3% | 46,925 | -14.0% | 1.29% | -30.4% |
| NKE | Sell | NIKE INC CL Bstock | $11,881,000 | +7.5% | 94,639 | -16.0% | 1.29% | -19.2% |
| PEP | Sell | PEPSICO INC COMstock | $11,854,000 | -11.5% | 85,524 | -15.6% | 1.29% | -33.5% |
| HD | Sell | HOME DEPOT INC COMstock | $11,803,000 | -14.5% | 42,501 | -22.8% | 1.28% | -35.7% |
| IJH | New | ISHARES S&P MIDCAP FUNDetf | $11,753,000 | – | 63,424 | +100.0% | 1.28% | – |
| FB | Buy | FACEBOOK INC CL Astock | $11,701,000 | +19.1% | 44,679 | +3.3% | 1.27% | -10.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $10,927,000 | +54.6% | 35,049 | +46.2% | 1.19% | +16.3% |
| SYK | Sell | STRYKER CORPORATION COMstock | $10,636,000 | +7.9% | 51,043 | -6.7% | 1.15% | -18.8% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $10,294,000 | +2.6% | 53,033 | -5.2% | 1.12% | -22.9% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $9,851,000 | -11.3% | 66,169 | -16.2% | 1.07% | -33.3% |
| BSCP | New | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $9,785,000 | – | 437,799 | +100.0% | 1.06% | – |
| AON | New | AON PLC SHS CL Astock | $9,408,000 | – | 45,603 | +100.0% | 1.02% | – |
| BSCN | New | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $9,315,000 | – | 427,471 | +100.0% | 1.01% | – |
| INTU | Sell | INTUIT COMstock | $9,280,000 | -1.3% | 28,447 | -10.4% | 1.01% | -25.8% |
| MCD | Sell | MCDONALDS CORP COMstock | $8,488,000 | +4.3% | 38,673 | -12.3% | 0.92% | -21.6% |
| SPY | New | SPDR S&P 500 ETFetf | $8,396,000 | – | 25,072 | +100.0% | 0.91% | – |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $8,136,000 | +4.9% | 29,313 | -9.3% | 0.88% | -21.2% |
| UNP | Sell | UNION PAC CORP COMstock | $7,830,000 | -2.4% | 39,770 | -16.2% | 0.85% | -26.6% |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $7,742,000 | -10.3% | 33,272 | -7.7% | 0.84% | -32.6% |
| IJR | New | ISHARES S&P SMALL-CAP FUNDetf | $7,297,000 | – | 103,905 | +100.0% | 0.79% | – |
| ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $7,278,000 | +8.9% | 10,258 | -12.5% | 0.79% | -18.0% |
| FTV | Sell | FORTIVE CORP COMstock | $6,778,000 | +0.9% | 88,944 | -10.4% | 0.74% | -24.1% |
| IVW | New | ISHARES S&P 500 GROWTH ETFetf | $6,738,000 | – | 29,157 | +100.0% | 0.73% | – |
| ORCL | Sell | ORACLE CORP COMstock | $6,153,000 | -5.9% | 103,059 | -12.9% | 0.67% | -29.2% |
| TJX | Sell | TJX COS INC NEW COMstock | $6,108,000 | -5.8% | 109,749 | -14.5% | 0.66% | -29.2% |
| BSCL | New | INVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf | $5,887,000 | – | 276,120 | +100.0% | 0.64% | – |
| VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $5,743,000 | – | 69,317 | +100.0% | 0.62% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $5,684,000 | -10.2% | 98,778 | -3.9% | 0.62% | -32.5% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $5,595,000 | -2.1% | 40,256 | -15.8% | 0.61% | -26.4% |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $5,439,000 | -12.0% | 16,394 | -14.2% | 0.59% | -33.9% |
| CVS | Sell | CVS HEALTH CORP COMstock | $5,305,000 | -29.8% | 90,844 | -21.9% | 0.58% | -47.2% |
| URI | Sell | UNITED RENTALS INC COMstock | $5,312,000 | +1.8% | 30,441 | -13.1% | 0.58% | -23.5% |
| HON | Sell | HONEYWELL INTL INC COMstock | $5,205,000 | -1.8% | 31,621 | -13.7% | 0.56% | -26.1% |
| JPST | New | JPMORGAN ULTRA-SHORT INCOME ETFetf | $5,115,000 | – | 100,705 | +100.0% | 0.56% | – |
| APH | Sell | AMPHENOL CORP NEW CL Astock | $5,089,000 | -0.4% | 47,006 | -11.9% | 0.55% | -25.2% |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $5,077,000 | -4.5% | 34,489 | -13.0% | 0.55% | -28.2% |
| SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $5,080,000 | – | 44,108 | +100.0% | 0.55% | – |
| IVV | New | ISHARES CORE S&P 500 ETFetf | $4,968,000 | – | 14,784 | +100.0% | 0.54% | – |
| CHD | Sell | CHURCH & DWIGHT INC COMstock | $4,939,000 | -16.3% | 52,702 | -31.0% | 0.54% | -37.1% |
| CME | Sell | CME GROUP INC COMstock | $4,913,000 | -8.3% | 29,366 | -10.9% | 0.53% | -31.0% |
| PAYX | Sell | PAYCHEX INC COMstock | $4,834,000 | -2.8% | 60,594 | -7.7% | 0.52% | -26.8% |
| IWM | New | ISHARES RUSSELL 2000 ETFetf | $4,755,000 | – | 31,745 | +100.0% | 0.52% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $4,670,000 | +74.7% | 23,236 | +71.8% | 0.51% | +31.3% |
| CTXS | Sell | CITRIX SYS INC COMstock | $4,637,000 | -11.1% | 33,669 | -4.5% | 0.50% | -33.2% |
| GLD | New | SPDR GOLD SHARESetf | $4,419,000 | – | 24,947 | +100.0% | 0.48% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $4,300,000 | – | 36,418 | +100.0% | 0.47% | – |
| CL | Sell | COLGATE PALMOLIVE CO COMstock | $4,241,000 | -3.1% | 54,966 | -8.0% | 0.46% | -27.2% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $4,045,000 | +142.7% | 83,656 | +142.4% | 0.44% | +82.2% |
| ZTS | Sell | ZOETIS INC CL Astock | $3,981,000 | -12.5% | 24,074 | -27.5% | 0.43% | -34.2% |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $3,841,000 | +15.4% | 72,545 | +4.7% | 0.42% | -13.1% |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $3,841,000 | +36.3% | 41,488 | +26.2% | 0.42% | +2.5% |
| MORN | Sell | MORNINGSTAR INC COMstock | $3,744,000 | +7.2% | 23,313 | -5.9% | 0.41% | -19.4% |
| YUM | Buy | YUM BRANDS INC COMstock | $3,672,000 | +6.6% | 40,214 | +1.5% | 0.40% | -19.7% |
| PFE | Sell | PFIZER INC COMstock | $3,493,000 | -29.4% | 95,183 | -37.1% | 0.38% | -46.9% |
| CMI | Sell | CUMMINS INC COMstock | $3,434,000 | +20.7% | 16,264 | -1.0% | 0.37% | -9.2% |
| C | Buy | CITIGROUP INC COM NEWstock | $3,225,000 | +19.7% | 74,806 | +41.8% | 0.35% | -10.0% |
| TFC | Sell | TRUIST FINL CORP COMstock | $3,198,000 | -21.3% | 84,041 | -22.3% | 0.35% | -40.9% |
| NFLX | Buy | NETFLIX INC COMstock | $3,150,000 | +61.7% | 6,299 | +47.1% | 0.34% | +21.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $3,126,000 | -2.6% | 39,164 | -15.6% | 0.34% | -26.8% |
| PLD | Sell | PROLOGIS INC. COMreit | $3,103,000 | -10.3% | 30,835 | -16.8% | 0.34% | -32.5% |
| VOO | New | VANGUARD S&P 500 ETFetf | $3,042,000 | – | 9,888 | +100.0% | 0.33% | – |
| LIN | Sell | LINDE PLC SHSstock | $2,981,000 | +2.8% | 12,517 | -8.4% | 0.32% | -22.7% |
| EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $2,917,000 | – | 66,159 | +100.0% | 0.32% | – |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $2,828,000 | -2.8% | 49,232 | -13.4% | 0.31% | -26.9% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $2,815,000 | +59.9% | 119,749 | +74.1% | 0.30% | +20.1% |
| FAST | Sell | FASTENAL CO COMstock | $2,772,000 | -1.4% | 61,467 | -6.3% | 0.30% | -25.9% |
| EBAY | Sell | EBAY INC. COMstock | $2,720,000 | -8.1% | 52,212 | -7.4% | 0.30% | -30.9% |
| SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $2,587,000 | – | 46,626 | +100.0% | 0.28% | – |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC COMstock | $2,557,000 | +81.9% | 29,968 | +56.5% | 0.28% | +36.5% |
| SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $2,521,000 | – | 36,897 | +100.0% | 0.27% | – |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $2,516,000 | – | 45,501 | +100.0% | 0.27% | – |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $2,475,000 | +15.3% | 29,827 | +8.1% | 0.27% | -13.2% |
| GSY | New | INVESCO ULTRA SHORT DURATION ETFetf | $2,482,000 | – | 49,120 | +100.0% | 0.27% | – |
| WMT | Sell | WALMART INC COMstock | $2,467,000 | +6.9% | 17,631 | -8.5% | 0.27% | -19.5% |
| USB | Sell | US BANCORP DEL COM NEWstock | $2,462,000 | -41.6% | 68,672 | -40.0% | 0.27% | -56.1% |
| ANTM | Buy | ANTHEM INC COMstock | $2,417,000 | +71.4% | 8,998 | +67.8% | 0.26% | +28.4% |
| WTRG | Sell | ESSENTIAL UTILS INC COMstock | $2,341,000 | -14.6% | 58,154 | -10.4% | 0.25% | -35.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $2,333,000 | -43.8% | 38,699 | -45.2% | 0.25% | -57.8% |
| QQQ | New | INVESCO QQQ TRUSTetf | $2,325,000 | – | 8,369 | +100.0% | 0.25% | – |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $2,302,000 | -10.4% | 369,518 | -1.7% | 0.25% | -32.6% |
| VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $2,304,000 | – | 42,460 | +100.0% | 0.25% | – |
| MDT | Sell | MEDTRONIC PLC SHSstock | $2,263,000 | +8.8% | 21,778 | -4.0% | 0.25% | -18.0% |
| VTEB | New | VANGUARD TAX-EXEMPT BOND ETFetf | $2,222,000 | – | 40,809 | +100.0% | 0.24% | – |
| CSL | Sell | CARLISLE COS INC COMstock | $2,179,000 | -4.3% | 17,805 | -6.4% | 0.24% | -28.3% |
| SHM | New | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $2,124,000 | – | 42,595 | +100.0% | 0.23% | – |
| BSCO | New | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $2,082,000 | – | 93,850 | +100.0% | 0.23% | – |
| WWD | Buy | WOODWARD INC COMstock | $2,051,000 | +11.0% | 25,587 | +7.4% | 0.22% | -16.5% |
| GLIBA | Buy | GCI LIBERTY INC COM CLASS Astock | $2,001,000 | +83.6% | 24,414 | +59.3% | 0.22% | +38.2% |
| ABBV | Sell | ABBVIE INC COMstock | $1,978,000 | -56.2% | 22,577 | -50.9% | 0.22% | -67.0% |
| SCHF | New | SCHWAB INTERNATIONAL EQUITY ETFetf | $1,963,000 | – | 62,500 | +100.0% | 0.21% | – |
| SMMU | New | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $1,959,000 | – | 38,220 | +100.0% | 0.21% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $1,937,000 | +61.7% | 3,102 | +32.1% | 0.21% | +21.4% |
| DG | New | DOLLAR GEN CORP NEW COMstock | $1,894,000 | – | 9,036 | +100.0% | 0.21% | – |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,874,000 | +4.5% | 19,469 | +2.1% | 0.20% | -21.6% |
| LOW | Sell | LOWES COS INC COMstock | $1,842,000 | -18.3% | 11,105 | -33.5% | 0.20% | -38.5% |
| INTC | Sell | INTEL CORP COMstock | $1,844,000 | -29.6% | 35,606 | -18.7% | 0.20% | -47.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,824,000 | +23.6% | 6,203 | -9.3% | 0.20% | -7.0% |
| DISH | Buy | DISH NETWORK CORPORATION CL Astock | $1,807,000 | +255.0% | 62,253 | +322.2% | 0.20% | +168.5% |
| AFL | Sell | AFLAC INC COMstock | $1,696,000 | -8.8% | 46,665 | -9.6% | 0.18% | -31.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $1,660,000 | +7.7% | 9,774 | +7.6% | 0.18% | -18.9% |
| ABMD | ABIOMED INC COMstock | $1,638,000 | +14.7% | 5,911 | 0.0% | 0.18% | -13.6% | |
| CVX | Sell | CHEVRON CORP NEW COMstock | $1,583,000 | -44.5% | 21,985 | -31.3% | 0.17% | -58.3% |
| GM | Buy | GENERAL MTRS CO COMstock | $1,581,000 | +63.8% | 53,419 | +40.0% | 0.17% | +23.7% |
| BSCM | New | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $1,554,000 | – | 71,176 | +100.0% | 0.17% | – |
| CSCO | Sell | CISCO SYS INC COMstock | $1,544,000 | -43.1% | 39,207 | -32.6% | 0.17% | -57.0% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $1,505,000 | -65.4% | 43,828 | -55.0% | 0.16% | -74.0% |
| JMST | New | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $1,464,000 | – | 28,710 | +100.0% | 0.16% | – |
| SWK | Sell | STANLEY BLACK & DECKER INC COMstock | $1,463,000 | -48.1% | 9,019 | -55.4% | 0.16% | -60.9% |
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $1,444,000 | – | 23,953 | +100.0% | 0.16% | – |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $1,434,000 | +39.1% | 4,240 | +21.7% | 0.16% | +4.7% |
| SCHE | New | SCHWAB EMERGING MARKETS EQUITY ETFetf | $1,415,000 | – | 52,894 | +100.0% | 0.15% | – |
| GSLC | New | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $1,423,000 | – | 20,912 | +100.0% | 0.15% | – |
| SBUX | Buy | STARBUCKS CORP COMstock | $1,398,000 | +37.3% | 16,269 | +17.6% | 0.15% | +3.4% |
| BSCR | New | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $1,393,000 | – | 63,364 | +100.0% | 0.15% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $1,358,000 | -4.6% | 21,748 | -13.1% | 0.15% | -28.6% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $1,316,000 | +7.3% | 11,629 | +0.5% | 0.14% | -19.2% |
| MMM | Sell | 3M CO COMstock | $1,307,000 | -9.6% | 8,157 | -11.9% | 0.14% | -32.1% |
| LBRDA | Buy | LIBERTY BROADBAND CORP COM SER Astock | $1,278,000 | +49.0% | 9,015 | +28.5% | 0.14% | +12.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $1,260,000 | +44.0% | 41,271 | +4.8% | 0.14% | +8.7% |
| SPYG | New | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $1,255,000 | – | 25,048 | +100.0% | 0.14% | – |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,240,000 | -2.7% | 17,861 | -20.4% | 0.14% | -26.6% |
| BSCQ | New | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $1,247,000 | – | 57,640 | +100.0% | 0.14% | – |
| BND | New | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $1,231,000 | – | 13,953 | +100.0% | 0.13% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $1,222,000 | +108.9% | 17,339 | +94.9% | 0.13% | +58.3% |
| SCHB | New | SCHWAB U.S. BROAD MARKET ETFetf | $1,194,000 | – | 14,992 | +100.0% | 0.13% | – |
| IJK | New | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $1,197,000 | – | 5,006 | +100.0% | 0.13% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $1,192,000 | +17.2% | 6,172 | +6.1% | 0.13% | -12.2% |
| BLK | Buy | BLACKROCK INC COMstock | $1,167,000 | +4.2% | 2,071 | +0.6% | 0.13% | -21.6% |
| PBE | Sell | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $1,160,000 | -17.2% | 20,495 | -14.8% | 0.13% | -37.6% |
| EFA | New | ISHARES MSCI EAFE ETFetf | $1,160,000 | – | 18,222 | +100.0% | 0.13% | – |
| BSCK | New | INVESCO BULLETSHARES 2020 CORPORATE BOND ETFetf | $1,147,000 | – | 54,072 | +100.0% | 0.12% | – |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $1,122,000 | +19.2% | 3,428 | +0.0% | 0.12% | -10.3% |
| HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $1,120,000 | +9.8% | 24,056 | +4.9% | 0.12% | -17.0% |
| VV | New | VANGUARD LARGE-CAP INDEX FUNDetf | $1,100,000 | – | 7,030 | +100.0% | 0.12% | – |
| SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $1,075,000 | – | 36,724 | +100.0% | 0.12% | – |
| MRK | Sell | MERCK & CO. INC COMstock | $1,077,000 | -15.3% | 12,985 | -21.0% | 0.12% | -36.1% |
| LBTYK | Buy | LIBERTY GLOBAL PLC SHS CL Cstock | $1,067,000 | +54.6% | 51,979 | +62.0% | 0.12% | +16.0% |
| COF | New | CAPITAL ONE FINL CORP COMstock | $1,072,000 | – | 14,913 | +100.0% | 0.12% | – |
| VIG | New | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $1,044,000 | – | 8,113 | +100.0% | 0.11% | – |
| ROBT | Sell | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $1,030,000 | -14.7% | 26,455 | -30.6% | 0.11% | -35.6% |
| AGQ | Buy | PROSHARES ULTRA SILVERetf | $975,000 | +99.8% | 23,350 | +40.2% | 0.11% | +51.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $979,000 | -17.5% | 7,020 | -12.0% | 0.11% | -38.0% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $937,000 | -42.5% | 14,820 | -30.0% | 0.10% | -56.6% |
| VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $907,000 | – | 5,323 | +100.0% | 0.10% | – |
| WAB | Buy | WABTEC COMstock | $896,000 | +59.7% | 14,477 | +48.7% | 0.10% | +19.8% |
| VZ | Sell | VERIZONstock | $898,000 | -31.2% | 15,102 | -36.2% | 0.10% | -48.4% |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $881,000 | – | 20,364 | +100.0% | 0.10% | – |
| KO | Sell | COCA COLA CO COMstock | $878,000 | -36.5% | 17,782 | -42.6% | 0.10% | -52.5% |
| FISV | Buy | FISERV INC COMstock | $865,000 | +32.1% | 8,392 | +25.1% | 0.09% | -1.1% |
| TGT | Buy | TARGET CORP COMstock | $828,000 | +107.5% | 5,258 | +58.1% | 0.09% | +55.2% |
| IGSB | New | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $805,000 | – | 14,657 | +100.0% | 0.09% | – |
| BAC | Buy | BK OF AMERICA CORP COMstock | $805,000 | +6.2% | 33,396 | +4.6% | 0.09% | -20.2% |
| CRM | Sell | SALESFORCE COM INC COMstock | $795,000 | +31.0% | 3,162 | -2.5% | 0.09% | -2.3% |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $793,000 | +3.0% | 13,349 | -2.2% | 0.09% | -22.5% |
| MCK | MCKESSON CORP COMstock | $748,000 | -2.9% | 5,020 | 0.0% | 0.08% | -27.0% | |
| ABT | Sell | ABBOTT LABS COMstock | $733,000 | -76.7% | 6,734 | -80.5% | 0.08% | -82.4% |
| AXP | Sell | AMERICAN EXPRESS CO COMstock | $737,000 | -4.4% | 7,350 | -9.3% | 0.08% | -27.9% |
| SCHX | New | SCHWAB U.S. LARGE-CAP ETFetf | $715,000 | – | 8,864 | +100.0% | 0.08% | – |
| VEU | New | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $717,000 | – | 14,207 | +100.0% | 0.08% | – |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $704,000 | +83.3% | 4,840 | +61.3% | 0.08% | +38.2% |
| SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $682,000 | – | 18,657 | +100.0% | 0.07% | – |
| AER | Buy | AERCAP HOLDINGS NV SHSstock | $657,000 | +10.6% | 26,095 | +35.4% | 0.07% | -17.4% |
| SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $627,000 | – | 12,168 | +100.0% | 0.07% | – |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $616,000 | – | 2,842 | +100.0% | 0.07% | – |
| EMR | Sell | EMERSON ELEC CO COMstock | $597,000 | -43.5% | 9,098 | -46.6% | 0.06% | -57.2% |
| LECO | Sell | LINCOLN ELEC HLDGS INC COMstock | $593,000 | +4.8% | 6,439 | -4.2% | 0.06% | -22.0% |
| FDX | Buy | FEDEX CORP COMstock | $579,000 | +89.8% | 2,302 | +5.7% | 0.06% | +43.2% |
| DHI | Buy | D R HORTON INC COMstock | $573,000 | +145.9% | 7,580 | +80.5% | 0.06% | +82.4% |
| BSV | New | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $566,000 | – | 6,815 | +100.0% | 0.06% | – |
| T | Sell | AT&T INC COMstock | $538,000 | -44.6% | 18,865 | -41.3% | 0.06% | -58.6% |
| VYM | New | VANGUARD HIGH DIVIDEND YIELD ETFetf | $537,000 | – | 6,639 | +100.0% | 0.06% | – |
| TRIP | Buy | TRIPADVISOR INC COMstock | $507,000 | +77.9% | 25,869 | +72.5% | 0.06% | +34.1% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $510,000 | +21.1% | 410 | +2.5% | 0.06% | -9.8% |
| SLYG | New | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $494,000 | – | 8,362 | +100.0% | 0.05% | – |
| MDYG | New | SPDR S&P 400 MID CAP GROWTH ETFetf | $492,000 | – | 8,578 | +100.0% | 0.05% | – |
| PSX | Sell | PHILLIPS 66 COMstock | $481,000 | -32.7% | 9,269 | -6.7% | 0.05% | -49.5% |
| EUSA | New | ISHARES MSCI USA EQUAL WEIGHTED ETFetf | $470,000 | – | 7,700 | +100.0% | 0.05% | – |
| KMB | Sell | KIMBERLY-CLARK CORP COMstock | $466,000 | -10.7% | 3,156 | -14.5% | 0.05% | -32.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $457,000 | +18.4% | 932 | +5.1% | 0.05% | -10.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $453,000 | -20.2% | 810 | -11.0% | 0.05% | -40.2% |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $441,000 | +22.5% | 2,060 | +0.5% | 0.05% | -7.7% |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC COMstock | $441,000 | -25.4% | 42,814 | -16.1% | 0.05% | -43.5% |
| NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $436,000 | -7.0% | 5,011 | -6.6% | 0.05% | -30.9% |
| PIO | INVESCO GLOBAL WATER ETFetf | $411,000 | +10.5% | 12,950 | 0.0% | 0.04% | -16.7% | |
| POST | Buy | POST HLDGS INC COMstock | $412,000 | +73.8% | 4,790 | +77.4% | 0.04% | +32.4% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $398,000 | +68.6% | 2,390 | +69.5% | 0.04% | +26.5% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $395,000 | +9.7% | 13,191 | +38.5% | 0.04% | -17.3% |
| BA | Sell | BOEING CO COMstock | $390,000 | -17.5% | 2,358 | -8.7% | 0.04% | -38.2% |
| TAP | Sell | MOLSON COORS BEVERAGE CO CL Bstock | $386,000 | -4.7% | 11,508 | -2.5% | 0.04% | -27.6% |
| CERN | CERNER CORP COMstock | $356,000 | +5.6% | 4,920 | 0.0% | 0.04% | -20.4% | |
| SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $363,000 | – | 3,360 | +100.0% | 0.04% | – |
| GBIL | New | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $352,000 | – | 3,500 | +100.0% | 0.04% | – |
| CI | New | CIGNA CORP NEW COMstock | $329,000 | – | 1,940 | +100.0% | 0.04% | – |
| XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $332,000 | – | 13,805 | +100.0% | 0.04% | – |
| TDG | TRANSDIGM GROUP INC COMstock | $311,000 | +7.2% | 655 | 0.0% | 0.03% | -19.0% | |
| NOW | SERVICENOW INC COMstock | $310,000 | +19.7% | 640 | 0.0% | 0.03% | -8.1% | |
| MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $311,000 | – | 3,880 | +100.0% | 0.03% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $310,000 | -47.9% | 2,544 | -48.3% | 0.03% | -60.5% |
| AMAT | New | APPLIED MATLS INC COMstock | $303,000 | – | 5,101 | +100.0% | 0.03% | – |
| D | Sell | DOMINION ENERGY INC COMstock | $300,000 | -5.1% | 3,805 | -2.4% | 0.03% | -28.3% |
| POOL | New | POOL CORP COMstock | $298,000 | – | 891 | +100.0% | 0.03% | – |
| TRMB | New | TRIMBLE INC COMstock | $284,000 | – | 5,825 | +100.0% | 0.03% | – |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $290,000 | -2.7% | 975 | -20.9% | 0.03% | -27.9% |
| AME | New | AMETEK INC COMstock | $289,000 | – | 2,910 | +100.0% | 0.03% | – |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $280,000 | +11.1% | 3,163 | +0.2% | 0.03% | -16.7% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $280,000 | – | 2,060 | +100.0% | 0.03% | – |
| TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $274,000 | -24.7% | 2,260 | -44.7% | 0.03% | -43.4% |
| IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $279,000 | – | 5,288 | +100.0% | 0.03% | – |
| CNC | New | CENTENE CORP DEL COMstock | $277,000 | – | 4,755 | +100.0% | 0.03% | – |
| CSX | Sell | CSX CORP COMstock | $276,000 | +8.2% | 3,551 | -2.7% | 0.03% | -18.9% |
| TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $272,000 | -72.2% | 5,890 | -73.1% | 0.03% | -78.7% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $264,000 | -47.6% | 1,852 | -80.1% | 0.03% | -60.3% |
| CPRT | New | COPART INC COMstock | $266,000 | – | 2,530 | +100.0% | 0.03% | – |
| QCOM | New | QUALCOMM INC COMstock | $259,000 | – | 2,200 | +100.0% | 0.03% | – |
| GWW | GRAINGER W W INC COMstock | $259,000 | +13.6% | 725 | 0.0% | 0.03% | -15.2% | |
| LLY | New | LILLY ELI & CO COMstock | $262,000 | – | 1,768 | +100.0% | 0.03% | – |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $250,000 | +8.7% | 4,514 | +4.2% | 0.03% | -18.2% |
| BSX | New | BOSTON SCIENTIFIC CORP COMstock | $246,000 | – | 6,429 | +100.0% | 0.03% | – |
| MRVL | Sell | MARVELL TECHNOLOGY GROUP LTD ORDstock | $239,000 | +4.8% | 6,025 | -7.3% | 0.03% | -21.2% |
| SDY | New | SPDR S&P DIVIDEND ETFetf | $240,000 | – | 2,592 | +100.0% | 0.03% | – |
| IDXX | New | IDEXX LABS INC COMstock | $229,000 | – | 583 | +100.0% | 0.02% | – |
| MASI | New | MASIMO CORP COMstock | $227,000 | – | 963 | +100.0% | 0.02% | – |
| HXL | Buy | HEXCEL CORP NEW COMstock | $233,000 | +5.9% | 6,949 | +42.8% | 0.02% | -21.9% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $234,000 | – | 2,342 | +100.0% | 0.02% | – |
| STE | New | STERIS PLC SHS USDstock | $233,000 | – | 1,321 | +100.0% | 0.02% | – |
| IWP | New | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $233,000 | – | 1,347 | +100.0% | 0.02% | – |
| CSGP | New | COSTAR GROUP INC COMstock | $223,000 | – | 263 | +100.0% | 0.02% | – |
| VO | New | VANGUARD MID-CAP INDEX FUNDetf | $219,000 | – | 1,245 | +100.0% | 0.02% | – |
| IJT | New | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $213,000 | – | 1,210 | +100.0% | 0.02% | – |
| TYL | Sell | TYLER TECHNOLOGIES INC COMstock | $211,000 | 0.0% | 605 | -0.5% | 0.02% | -23.3% |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $210,000 | – | 5,144 | +100.0% | 0.02% | – |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $212,000 | -24.3% | 552 | -28.1% | 0.02% | -42.5% |
| ES | Sell | EVERSOURCE ENERGY COMstock | $213,000 | -25.8% | 2,546 | -26.1% | 0.02% | -43.9% |
| SHOP | New | SHOPIFY INC CL Astock | $215,000 | – | 210 | +100.0% | 0.02% | – |
| ING | ING GROEP N.V. SPONSORED ADRadr | $212,000 | +2.9% | 29,914 | 0.0% | 0.02% | -23.3% | |
| GDDY | New | GODADDY INC CL Astock | $204,000 | – | 2,680 | +100.0% | 0.02% | – |
| PM | New | PHILIP MORRIS INTL INC COMstock | $204,000 | – | 2,714 | +100.0% | 0.02% | – |
| LPLA | New | LPL FINL HLDGS INC COMstock | $203,000 | – | 2,645 | +100.0% | 0.02% | – |
| TROW | Sell | PRICE T ROWE GROUP INC COMstock | $205,000 | 0.0% | 1,600 | -3.4% | 0.02% | -26.7% |
| DFS | New | DISCOVER FINL SVCS COMstock | $202,000 | – | 3,500 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO COMstock | $203,000 | – | 917 | +100.0% | 0.02% | – |
| CAT | New | CATERPILLAR INC DEL COMstock | $207,000 | – | 1,388 | +100.0% | 0.02% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $204,000 | – | 11,105 | +100.0% | 0.02% | – |
| ETSY | New | ETSY INC COMstock | $202,000 | – | 1,664 | +100.0% | 0.02% | – |
| LTRPA | Buy | LIBERTY TRIPADVISOR HLDGS INC COM SER Astock | $46,000 | +91.7% | 26,412 | +129.7% | 0.01% | +66.7% |
| BMYRT | New | BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RTstock | $32,000 | – | 14,261 | +100.0% | 0.00% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -11,298 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -12,232 | -100.0% | -0.03% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,090 | -100.0% | -0.03% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -2,921 | -100.0% | -0.04% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -3,345 | -100.0% | -0.04% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,055 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -5,390 | -100.0% | -0.04% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -7,357 | -100.0% | -0.04% | – |
| CAC | Exit | CAMDEN NATL CORP | $0 | – | -9,000 | -100.0% | -0.04% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -2,612 | -100.0% | -0.07% | – |
| AON | Exit | AON CORP | $0 | – | -13,478 | -100.0% | -0.38% | – |
| CMCSK | Exit | COMCAST CORP NEWcl a spl | $0 | – | -226,824 | -100.0% | -1.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b | $0 | – | -85,225 | -100.0% | -2.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
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.