$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EVFM | Exit | EVOFEM BIOSCIENCES INC COMstock | $0 | – | -12,000 | -100.0% | -0.00% | – |
| ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -13,990 | -100.0% | -0.01% | – |
| BL | Exit | BLACKLINE INC COMstock | $0 | – | -1,803 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | -1,494 | -100.0% | -0.02% | – |
| SQ | Exit | SQUARE INC CL Astock | $0 | – | -1,030 | -100.0% | -0.02% | – |
| HUBS | Exit | HUBSPOT INC COMstock | $0 | – | -358 | -100.0% | -0.02% | – |
| SCHZ | Exit | SCHWAB US AGGREGATE BOND ETFetf | $0 | – | -4,525 | -100.0% | -0.02% | – |
| IVOL | Exit | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $0 | – | -10,698 | -100.0% | -0.03% | – |
| TAP | Exit | MOLSON COORS BEVERAGE CO CL Bstock | $0 | – | -6,453 | -100.0% | -0.03% | – |
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.