$1.26 Billion is the total value of YHB Investment Advisors, Inc.'s 311 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC COMstock | $39,675,000 | +1.9% | 11,899 | +0.4% | 3.14% | -6.3% |
| DHR | Buy | DANAHER CORPORATION COMstock | $30,952,000 | +8.3% | 94,076 | +0.2% | 2.45% | -0.4% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $28,919,000 | +26.5% | 50,941 | +0.1% | 2.29% | +16.3% |
| V | Buy | VISA INC COM CL Astock | $20,840,000 | +3.3% | 96,165 | +6.2% | 1.65% | -5.1% |
| DIS | Buy | DISNEYstock | $18,632,000 | -7.0% | 120,294 | +1.5% | 1.48% | -14.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $17,970,000 | +31.1% | 35,786 | +2.0% | 1.42% | +20.5% |
| IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $17,581,000 | +8.7% | 62,107 | +1.1% | 1.39% | -0.1% |
| ECL | Buy | ECOLAB INC COMstock | $16,306,000 | +12.8% | 69,508 | +0.3% | 1.29% | +3.7% |
| PEP | Buy | PEPSICO INC COMstock | $15,342,000 | +16.2% | 88,322 | +0.6% | 1.22% | +6.8% |
| SYK | Buy | STRYKER CORPORATION COMstock | $14,070,000 | +4.0% | 52,664 | +2.6% | 1.12% | -4.5% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $13,427,000 | -24.7% | 71,203 | +3.9% | 1.06% | -30.8% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $11,950,000 | -9.5% | 237,437 | +0.5% | 0.95% | -16.9% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $11,835,000 | +7.0% | 103,352 | +2.1% | 0.94% | -1.6% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $11,577,000 | +7.0% | 67,674 | +1.0% | 0.92% | -1.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $11,105,000 | +9.0% | 30,908 | +201.5% | 0.88% | +0.1% |
| AMGN | Buy | AMGEN INC COMstock | $10,963,000 | +7.0% | 48,732 | +1.2% | 0.87% | -1.6% |
| UNP | Buy | UNION PAC CORP COMstock | $10,535,000 | +29.6% | 41,819 | +0.8% | 0.84% | +19.1% |
| MCD | Buy | MCDONALDS CORP COMstock | $10,429,000 | +11.2% | 38,905 | +0.0% | 0.83% | +2.2% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $9,795,000 | +13.3% | 117,063 | +0.1% | 0.78% | +4.2% |
| URI | Buy | UNITED RENTALS INC COMstock | $9,770,000 | -5.1% | 29,403 | +0.2% | 0.77% | -12.8% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $9,262,000 | +22.8% | 56,560 | +11.0% | 0.73% | +12.9% |
| ORCL | Buy | ORACLE CORP COMstock | $8,752,000 | +0.5% | 100,352 | +0.4% | 0.69% | -7.6% |
| TJX | Buy | TJX COS INC NEW COMstock | $8,529,000 | +16.3% | 112,338 | +1.1% | 0.68% | +7.0% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $8,435,000 | +0.9% | 85,936 | +0.0% | 0.67% | -7.4% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $7,400,000 | +13.1% | 15,514 | +2.1% | 0.59% | +3.9% |
| HON | Buy | HONEYWELL INTL INC COMstock | $7,031,000 | +0.8% | 33,720 | +2.6% | 0.56% | -7.5% |
| FTV | Buy | FORTIVE CORP COMstock | $6,944,000 | +9.3% | 91,026 | +1.1% | 0.55% | +0.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $6,912,000 | +0.5% | 80,313 | +0.4% | 0.55% | -7.6% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $6,856,000 | +2.0% | 30,821 | +0.3% | 0.54% | -6.4% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $6,702,000 | +17.4% | 40,970 | +0.3% | 0.53% | +7.9% |
| ZTS | Buy | ZOETIS INC CL Astock | $6,388,000 | +30.7% | 26,178 | +4.0% | 0.51% | +20.2% |
| NFLX | Buy | NETFLIX INC COMstock | $6,120,000 | -1.3% | 10,158 | +0.0% | 0.48% | -9.2% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $6,106,000 | +0.9% | 75,139 | +2.3% | 0.48% | -7.3% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $5,787,000 | +16.2% | 44,667 | +1.5% | 0.46% | +7.0% |
| PLD | Buy | PROLOGIS INC. COMreit | $5,606,000 | +35.5% | 33,299 | +0.9% | 0.44% | +24.4% |
| YUM | Buy | YUM BRANDS INC COMstock | $5,485,000 | +16.0% | 39,500 | +2.2% | 0.44% | +6.6% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $5,418,000 | +8.3% | 52,912 | +5.9% | 0.43% | -0.5% |
| CHD | Buy | CHURCH & DWIGHT CO INC COMstock | $5,367,000 | +26.1% | 52,361 | +1.6% | 0.42% | +15.8% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $5,093,000 | +9.9% | 63,324 | +4.7% | 0.40% | +1.0% |
| TFC | Buy | TRUIST FINL CORP COMstock | $5,042,000 | +0.8% | 86,117 | +1.0% | 0.40% | -7.2% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $4,800,000 | +17.3% | 95,083 | +17.9% | 0.38% | +7.6% |
| ABBV | Buy | ABBVIE INC COMstock | $4,781,000 | +28.8% | 35,309 | +2.6% | 0.38% | +18.4% |
| SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $4,746,000 | +3.4% | 75,472 | +2.9% | 0.38% | -5.1% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $4,694,000 | +15.4% | 10,753 | +4.3% | 0.37% | +6.0% |
| CSL | Buy | CARLISLE COS INC COMstock | $4,686,000 | +25.4% | 18,888 | +0.5% | 0.37% | +15.2% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $4,576,000 | +21.3% | 56,610 | +11.4% | 0.36% | +11.7% |
| C | Buy | CITIGROUP INC COM NEWstock | $4,401,000 | -6.3% | 72,873 | +8.9% | 0.35% | -13.8% |
| USB | Buy | US BANCORP DEL COM NEWstock | $4,052,000 | -3.2% | 72,145 | +2.4% | 0.32% | -11.1% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $4,055,000 | +118.1% | 88,864 | +120.0% | 0.32% | +100.6% |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $3,995,000 | -10.0% | 36,597 | +0.4% | 0.32% | -17.2% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $3,736,000 | +9.0% | 44,433 | +2.0% | 0.30% | 0.0% |
| CMI | Buy | CUMMINS INC COMstock | $3,711,000 | -0.5% | 17,011 | +2.4% | 0.29% | -8.7% |
| EBAY | Buy | EBAY INC. COMstock | $3,630,000 | -3.5% | 54,586 | +1.1% | 0.29% | -11.1% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $3,396,000 | +5.8% | 87,371 | +5.4% | 0.27% | -2.9% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,254,000 | -0.2% | 20,551 | +3.2% | 0.26% | -8.2% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $3,240,000 | +16.3% | 48,868 | +2.0% | 0.26% | +7.1% |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $3,194,000 | +19.3% | 28,264 | +9.6% | 0.25% | +9.5% |
| WMT | Buy | WALMART INC COMstock | $3,176,000 | +10.1% | 21,951 | +6.1% | 0.25% | +1.2% |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $3,116,000 | +17.1% | 58,046 | +0.5% | 0.25% | +7.9% |
| WWD | Buy | WOODWARD INC COMstock | $2,998,000 | -0.6% | 27,385 | +2.8% | 0.24% | -8.5% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $2,952,000 | -3.2% | 28,537 | +17.3% | 0.23% | -11.0% |
| AFL | Buy | AFLAC INC COMstock | $2,749,000 | +16.5% | 47,075 | +4.0% | 0.22% | +7.4% |
| JMST | Buy | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $2,716,000 | +31.6% | 53,190 | +31.6% | 0.22% | +20.8% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $2,549,000 | +30.6% | 35,179 | +15.4% | 0.20% | +20.2% |
| LOW | Buy | LOWES COS INC COMstock | $2,534,000 | +28.0% | 9,802 | +0.5% | 0.20% | +17.5% |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $2,440,000 | +6.1% | 3,713 | +7.4% | 0.19% | -2.5% |
| GSY | Buy | INVESCO ULTRA SHORT DURATION ETFetf | $2,414,000 | +61.0% | 47,995 | +61.5% | 0.19% | +48.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $2,399,000 | +8.8% | 44,231 | +3.8% | 0.19% | 0.0% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,338,000 | +1.9% | 78,946 | +4.8% | 0.18% | -6.6% |
| CSCO | Buy | CISCO SYS INC COMstock | $2,289,000 | +17.3% | 36,114 | +0.7% | 0.18% | +7.7% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $2,271,000 | +714.0% | 21,154 | +715.2% | 0.18% | +650.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $2,106,000 | -1.1% | 9,874 | +2.1% | 0.17% | -9.2% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,100,000 | +32.4% | 8,697 | +21.8% | 0.17% | +21.2% |
| BSCM | Buy | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $2,076,000 | +25.8% | 97,076 | +26.7% | 0.16% | +16.2% |
| BLK | Buy | BLACKROCK INC COMstock | $2,087,000 | +9.6% | 2,280 | +0.4% | 0.16% | +0.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $2,057,000 | +20.5% | 8,336 | +0.9% | 0.16% | +10.9% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,917,000 | +22.1% | 24,361 | +21.0% | 0.15% | +12.6% |
| SBUX | Buy | STARBUCKS CORP COMstock | $1,902,000 | +6.4% | 16,261 | +0.3% | 0.15% | -1.9% |
| SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $1,883,000 | +18.4% | 9,983 | +10.1% | 0.15% | +8.8% |
| OTIS | Buy | OTIS WORLDWIDE CORP COMstock | $1,871,000 | +9.8% | 21,486 | +3.8% | 0.15% | +0.7% |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $1,854,000 | +26.1% | 47,026 | +24.2% | 0.15% | +15.7% |
| SMMU | Buy | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $1,841,000 | +6.8% | 35,930 | +7.0% | 0.15% | -2.0% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $1,785,000 | +8.4% | 23,910 | +7.8% | 0.14% | -0.7% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $1,773,000 | +11.8% | 20,799 | +3.9% | 0.14% | +2.2% |
| ICSH | New | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $1,694,000 | – | 33,620 | +100.0% | 0.13% | – |
| ROBT | Buy | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $1,629,000 | +13.4% | 29,665 | +10.8% | 0.13% | +4.0% |
| HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $1,612,000 | +11.2% | 26,334 | +10.5% | 0.13% | +2.4% |
| VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $1,590,000 | +12.5% | 7,195 | +2.3% | 0.13% | +3.3% |
| PBE | Buy | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $1,533,000 | -2.4% | 21,525 | +2.6% | 0.12% | -10.4% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $1,274,000 | +6.0% | 3,546 | +2.6% | 0.10% | -2.9% |
| MCK | Buy | MCKESSON CORP COMstock | $1,245,000 | +25.3% | 5,007 | +0.4% | 0.10% | +15.1% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $1,165,000 | +10.2% | 12,550 | +3.4% | 0.09% | +1.1% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $1,099,000 | +23.3% | 17,930 | +22.7% | 0.09% | +13.0% |
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $1,014,000 | +10.8% | 12,443 | +2.9% | 0.08% | +1.3% |
| MRK | Buy | MERCK & CO INC COMstock | $972,000 | +2.7% | 12,677 | +0.6% | 0.08% | -6.1% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $975,000 | +9.8% | 11,506 | +10.7% | 0.08% | 0.0% |
| CRM | Buy | SALESFORCE COM INC COMstock | $924,000 | +1.3% | 3,637 | +8.1% | 0.07% | -7.6% |
| VMC | New | VULCAN MATLS CO COMstock | $850,000 | – | 4,093 | +100.0% | 0.07% | – |
| PSX | Buy | PHILLIPS 66 COMstock | $761,000 | +9.3% | 10,496 | +5.6% | 0.06% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $748,000 | +7.0% | 16,806 | +2.1% | 0.06% | -1.7% |
| TSLA | Buy | TESLA INC COMstock | $746,000 | +56.1% | 706 | +14.4% | 0.06% | +43.9% |
| UPWK | New | UPWORK INC COMstock | $718,000 | – | 21,009 | +100.0% | 0.06% | – |
| BSCS | Buy | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $716,000 | +13.1% | 31,557 | +14.2% | 0.06% | +3.6% |
| IPO | Buy | RENAISSANCE IPO ETFetf | $681,000 | -9.2% | 11,773 | +0.9% | 0.05% | -16.9% |
| EQIX | Buy | EQUINIX INC COMreit | $644,000 | +20.1% | 761 | +12.1% | 0.05% | +10.9% |
| ARKK | Buy | ARK INNOVATION ETFetf | $633,000 | -13.3% | 6,691 | +1.3% | 0.05% | -20.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $637,000 | +11.4% | 5,293 | +3.4% | 0.05% | +2.0% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $623,000 | +59.3% | 2,118 | +12.4% | 0.05% | +44.1% |
| PIO | Buy | INVESCO GLOBAL WATER ETFetf | $589,000 | +16.2% | 13,560 | +6.1% | 0.05% | +6.8% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $596,000 | +52.0% | 9,960 | +56.9% | 0.05% | +38.2% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $579,000 | +33.7% | 4,482 | +21.6% | 0.05% | +24.3% |
| QCOM | Buy | QUALCOMM INC COMstock | $561,000 | +55.8% | 3,070 | +10.0% | 0.04% | +41.9% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFetf | $512,000 | +23.4% | 7,011 | +25.6% | 0.04% | +13.9% |
| CPRT | Buy | COPART INC COMstock | $490,000 | +40.0% | 3,235 | +28.2% | 0.04% | +30.0% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $425,000 | -1.6% | 2,255 | +0.4% | 0.03% | -8.1% |
| IAC | New | IAC INTERACTIVECORP NEW COM NEWstock | $416,000 | – | 3,186 | +100.0% | 0.03% | – |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $385,000 | +31.0% | 929 | +1.1% | 0.03% | +24.0% |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $363,000 | +33.0% | 1,203 | +16.5% | 0.03% | +20.8% |
| IDXX | Buy | IDEXX LABS INC COMstock | $354,000 | +16.4% | 538 | +10.0% | 0.03% | +7.7% |
| CAT | Buy | CATERPILLAR INC COMstock | $359,000 | +15.8% | 1,736 | +7.5% | 0.03% | +3.7% |
| VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $359,000 | – | 5,645 | +100.0% | 0.03% | – |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $340,000 | +1.2% | 5,739 | +2.5% | 0.03% | -6.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETFetf | $342,000 | +27.1% | 660 | +17.9% | 0.03% | +17.4% |
| SHOP | Buy | SHOPIFY INC CL Astock | $333,000 | +1.8% | 242 | +0.4% | 0.03% | -7.1% |
| LIT | New | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $313,000 | – | 3,705 | +100.0% | 0.02% | – |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $306,000 | +7.7% | 1,203 | +0.2% | 0.02% | 0.0% |
| BURL | Buy | BURLINGTON STORES INC COMstock | $297,000 | +19.8% | 1,019 | +16.3% | 0.02% | +14.3% |
| SO | Buy | SOUTHERN CO COMstock | $296,000 | +18.9% | 4,314 | +7.4% | 0.02% | +9.5% |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $275,000 | +10.0% | 4,050 | +1.2% | 0.02% | 0.0% |
| VNQ | New | VANGUARD REAL ESTATE ETFetf | $277,000 | – | 2,387 | +100.0% | 0.02% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $264,000 | +10.5% | 903 | +0.2% | 0.02% | 0.0% |
| EOG | Buy | EOG RES INC COMstock | $264,000 | +26.3% | 2,977 | +14.5% | 0.02% | +16.7% |
| IYF | Buy | ISHARES U.S. FINANCIALS ETFetf | $257,000 | +7.1% | 2,960 | +1.7% | 0.02% | -4.8% |
| BSCT | Buy | INVESCO BULLETSHARES 2029 CORPORATE BOND ETFetf | $251,000 | +4.1% | 11,981 | +4.8% | 0.02% | -4.8% |
| CAPE | New | IPATH SHILLER CAPE ETNetf | $235,000 | – | 10,340 | +100.0% | 0.02% | – |
| AXON | New | AXON ENTERPRISE INC COMstock | $241,000 | – | 1,534 | +100.0% | 0.02% | – |
| WMS | New | ADVANCED DRAIN SYS INC DEL COMstock | $236,000 | – | 1,737 | +100.0% | 0.02% | – |
| CNC | New | CENTENE CORP DEL COMstock | $233,000 | – | 2,830 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO COMstock | $216,000 | – | 906 | +100.0% | 0.02% | – |
| VRSK | New | VERISK ANALYTICS INC COMstock | $219,000 | – | 957 | +100.0% | 0.02% | – |
| ETR | New | ENTERGY CORP NEW COMstock | $206,000 | – | 1,831 | +100.0% | 0.02% | – |
| HSY | New | HERSHEY CO COMstock | $203,000 | – | 1,050 | +100.0% | 0.02% | – |
| MO | New | ALTRIA GROUP INC COMstock | $201,000 | – | 4,236 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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)
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