$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSMN | Exit | INVESCO BULLETSHARES 2023 MUNICIPAL BOND ETFetf | $0 | – | -8,125 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC COMstock | $0 | – | -4,236 | -100.0% | -0.02% | – |
| CNC | Exit | CENTENE CORP DEL COMstock | $0 | – | -2,830 | -100.0% | -0.02% | – |
| CAPE | Exit | IPATH SHILLER CAPE ETNetf | $0 | – | -10,340 | -100.0% | -0.02% | – |
| MASI | Exit | MASIMO CORP COMstock | $0 | – | -859 | -100.0% | -0.02% | – |
| BSCT | Exit | INVESCO BULLETSHARES 2029 CORPORATE BOND ETFetf | $0 | – | -11,981 | -100.0% | -0.02% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW COMstock | $0 | – | -2,805 | -100.0% | -0.02% | – |
| AME | Exit | AMETEK INC COMstock | $0 | – | -1,760 | -100.0% | -0.02% | – |
| EPAM | Exit | EPAM SYS INC COMstock | $0 | – | -460 | -100.0% | -0.02% | – |
| NEAR | Exit | BLACKROCK SHORT MATURITY BOND ETFetf | $0 | – | -6,100 | -100.0% | -0.02% | – |
| POST | Exit | POST HLDGS INC COMstock | $0 | – | -2,840 | -100.0% | -0.02% | – |
| ETN | Exit | EATON CORP PLC SHSstock | $0 | – | -1,850 | -100.0% | -0.02% | – |
| ETSY | Exit | ETSY INC COMstock | $0 | – | -1,432 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INC CL Astock | $0 | – | -242 | -100.0% | -0.03% | – |
| DFS | Exit | DISCOVER FINL SVCS COMstock | $0 | – | -3,500 | -100.0% | -0.03% | – |
| CERN | Exit | CERNER CORP COMstock | $0 | – | -4,670 | -100.0% | -0.03% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC SHSstock | $0 | – | -2,260 | -100.0% | -0.04% | – |
| DHI | Exit | D R HORTON INC COMstock | $0 | – | -4,697 | -100.0% | -0.04% | – |
| SCZ | Exit | ISHARES MSCI EAFE SMALL-CAP ETFetf | $0 | – | -7,011 | -100.0% | -0.04% | – |
| ARKK | Exit | ARK INNOVATION ETFetf | $0 | – | -6,691 | -100.0% | -0.05% | – |
| UPWK | Exit | UPWORK INC COMstock | $0 | – | -21,009 | -100.0% | -0.06% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD SHSstock | $0 | – | -6,758 | -100.0% | -0.13% | – |
| TIP | Exit | ISHARES TIPS BOND ETFetf | $0 | – | -12,956 | -100.0% | -0.13% | – |
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.