$1.05 Billion is the total value of YHB Investment Advisors, Inc.'s 278 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LBRDK | New | LIBERTY BROADBAND CORP COM SER Cstock | $2,465,000 | – | 15,567 | +100.0% | 0.24% | – |
| NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $1,018,000 | – | 20,300 | +100.0% | 0.10% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $994,000 | – | 8,485 | +100.0% | 0.10% | – |
| TSLA | New | TESLA INC COMstock | $449,000 | – | 636 | +100.0% | 0.04% | – |
| VUG | New | VANGUARD GROWTH INDEX FUNDetf | $441,000 | – | 1,740 | +100.0% | 0.04% | – |
| QCLN | New | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $281,000 | – | 4,000 | +100.0% | 0.03% | – |
| VIAC | New | VIACOMCBS INC CL Bstock | $261,000 | – | 7,010 | +100.0% | 0.02% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $250,000 | – | 1,896 | +100.0% | 0.02% | – |
| SO | New | SOUTHERN CO COMstock | $247,000 | – | 4,018 | +100.0% | 0.02% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETFetf | $239,000 | – | 570 | +100.0% | 0.02% | – |
| BL | New | BLACKLINE INC COMstock | $244,000 | – | 1,831 | +100.0% | 0.02% | – |
| BURL | New | BURLINGTON STORES INC COMstock | $229,000 | – | 876 | +100.0% | 0.02% | – |
| ETN | New | EATON CORP PLC SHSstock | $228,000 | – | 1,900 | +100.0% | 0.02% | – |
| ACN | New | ACCENTURE PLC IRELAND SHS CLASS Astock | $234,000 | – | 897 | +100.0% | 0.02% | – |
| DOW | New | DOW INC COMstock | $233,000 | – | 4,194 | +100.0% | 0.02% | – |
| AVGO | New | BROADCOM INC COMstock | $228,000 | – | 521 | +100.0% | 0.02% | – |
| SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $220,000 | – | 3,699 | +100.0% | 0.02% | – |
| MPWR | New | MONOLITHIC PWR SYS INC COMstock | $210,000 | – | 573 | +100.0% | 0.02% | – |
| VTRS | New | VIATRIS INC COMstock | $207,000 | – | 11,067 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES MSCI EAFE SMALL-CAP ETFetf | $205,000 | – | 3,005 | +100.0% | 0.02% | – |
| IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $205,000 | – | 1,498 | +100.0% | 0.02% | – |
| IEX | New | IDEX CORP COMstock | $205,000 | – | 1,031 | +100.0% | 0.02% | – |
| VRSK | New | VERISK ANALYTICS INC COMstock | $200,000 | – | 964 | +100.0% | 0.02% | – |
| MBCN | New | MIDDLEFIELD BANC CORP COM NEWstock | $201,000 | – | 8,952 | +100.0% | 0.02% | – |
| GMOLQ | New | GENERAL MOLY INC COMstock | $0 | – | 11,550 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
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.