$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ICSH | New | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $1,694,000 | – | 33,620 | +100.0% | 0.13% | – |
| VMC | New | VULCAN MATLS CO COMstock | $850,000 | – | 4,093 | +100.0% | 0.07% | – |
| UPWK | New | UPWORK INC COMstock | $718,000 | – | 21,009 | +100.0% | 0.06% | – |
| IAC | New | IAC INTERACTIVECORP NEW COM NEWstock | $416,000 | – | 3,186 | +100.0% | 0.03% | – |
| VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $359,000 | – | 5,645 | +100.0% | 0.03% | – |
| LIT | New | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $313,000 | – | 3,705 | +100.0% | 0.02% | – |
| VNQ | New | VANGUARD REAL ESTATE ETFetf | $277,000 | – | 2,387 | +100.0% | 0.02% | – |
| 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)
View complete filings history.