$1.13 Billion is the total value of YHB Investment Advisors, Inc.'s 297 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WRB | New | BERKLEY W R CORP COMstock | $309,000 | – | 4,633 | +100.0% | 0.03% | – |
| COP | New | CONOCOPHILLIPS COMstock | $256,000 | – | 2,556 | +100.0% | 0.02% | – |
| FV | New | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $236,000 | – | 4,944 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP COMstock | $239,000 | – | 541 | +100.0% | 0.02% | – |
| PRU | New | PRUDENTIAL FINL INC COMstock | $226,000 | – | 1,910 | +100.0% | 0.02% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $213,000 | – | 8,244 | +100.0% | 0.02% | – |
| PSA | New | PUBLIC STORAGE COMreit | $213,000 | – | 545 | +100.0% | 0.02% | – |
| SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $206,000 | – | 3,074 | +100.0% | 0.02% | – |
| PANW | New | PALO ALTO NETWORKS INC COMstock | $209,000 | – | 336 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
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.