$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 2.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH ETFetf | $8,941,000 | -8.7% | 117,063 | 0.0% | 0.79% | +1.7% | |
| LOW | LOWES COS INC COMstock | $1,982,000 | -21.8% | 9,802 | 0.0% | 0.18% | -12.9% | |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $1,607,000 | -9.4% | 20,799 | 0.0% | 0.14% | +1.4% | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $951,000 | -6.7% | 20,611 | 0.0% | 0.08% | +3.7% | |
| AGQ | PROSHARES ULTRA SILVERetf | $900,000 | +11.0% | 23,350 | 0.0% | 0.08% | +23.4% | |
| LECO | LINCOLN ELEC HLDGS INC COMstock | $878,000 | -1.1% | 6,369 | 0.0% | 0.08% | +11.4% | |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETFetf | $653,000 | -5.2% | 7,700 | 0.0% | 0.06% | +5.5% | |
| REGN | REGENERON PHARMACEUTICALS COMstock | $561,000 | +10.7% | 803 | 0.0% | 0.05% | +25.0% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $460,000 | +3.6% | 5,790 | 0.0% | 0.04% | +17.1% | |
| VUG | VANGUARD GROWTH INDEX FUNDetf | $448,000 | -10.4% | 1,559 | 0.0% | 0.04% | 0.0% | |
| TDG | TRANSDIGM GROUP INC COMstock | $433,000 | +2.6% | 664 | 0.0% | 0.04% | +15.2% | |
| CPRT | COPART INC COMstock | $406,000 | -17.1% | 3,235 | 0.0% | 0.04% | -7.7% | |
| DE | DEERE & CO COMstock | $381,000 | +21.3% | 917 | 0.0% | 0.03% | +36.0% | |
| FISV | FISERV INC COMstock | $371,000 | -2.1% | 3,654 | 0.0% | 0.03% | +10.0% | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $341,000 | -3.7% | 4,375 | 0.0% | 0.03% | +7.1% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $336,000 | -23.6% | 2,129 | 0.0% | 0.03% | -14.3% | |
| STE | STERIS PLC SHS USDstock | $330,000 | -0.6% | 1,366 | 0.0% | 0.03% | +11.5% | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $313,000 | -18.7% | 929 | 0.0% | 0.03% | -9.7% | |
| SO | SOUTHERN CO COMstock | $313,000 | +5.7% | 4,314 | 0.0% | 0.03% | +21.7% | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $303,000 | -9.8% | 2,420 | 0.0% | 0.03% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $311,000 | -3.4% | 2,356 | 0.0% | 0.03% | +3.8% | |
| SHM | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $300,000 | -3.8% | 6,335 | 0.0% | 0.03% | +4.0% | |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $286,000 | -6.5% | 1,203 | 0.0% | 0.02% | +4.2% | |
| PWR | QUANTA SVCS INC COMstock | $276,000 | +14.5% | 2,100 | 0.0% | 0.02% | +26.3% | |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $262,000 | -4.7% | 4,050 | 0.0% | 0.02% | +4.5% | |
| TYL | TYLER TECHNOLOGIES INC COMstock | $249,000 | -17.3% | 560 | 0.0% | 0.02% | -8.3% | |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $250,000 | 0.0% | 2,500 | 0.0% | 0.02% | +10.0% | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $248,000 | -6.1% | 5,162 | 0.0% | 0.02% | +4.8% | |
| TROW | PRICE T ROWE GROUP INC COMstock | $246,000 | -22.9% | 1,624 | 0.0% | 0.02% | -12.0% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $252,000 | -12.8% | 2,508 | 0.0% | 0.02% | -4.3% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $242,000 | -2.8% | 353 | 0.0% | 0.02% | +5.0% | |
| ES | EVERSOURCE ENERGY COMstock | $240,000 | -3.2% | 2,722 | 0.0% | 0.02% | +5.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC COMstock | $239,000 | +3.9% | 3,327 | 0.0% | 0.02% | +16.7% | |
| GNRC | GENERAC HLDGS INC COMstock | $231,000 | -15.4% | 776 | 0.0% | 0.02% | -9.1% | |
| HSY | HERSHEY CO COMstock | $227,000 | +11.8% | 1,050 | 0.0% | 0.02% | +25.0% | |
| MBCN | MIDDLEFIELD BANC CORP COM NEWstock | $222,000 | 0.0% | 8,952 | 0.0% | 0.02% | +11.1% | |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $231,000 | -11.2% | 3,353 | 0.0% | 0.02% | -4.8% | |
| ETR | ENTERGY CORP NEW COMstock | $214,000 | +3.9% | 1,831 | 0.0% | 0.02% | +18.8% | |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $215,000 | +9.1% | 11,105 | 0.0% | 0.02% | +18.8% | |
| AXON | AXON ENTERPRISE INC COMstock | $211,000 | -12.4% | 1,534 | 0.0% | 0.02% | 0.0% | |
| MEG | MONTROSE ENVIRONMENTAL GROUP I COMstock | $215,000 | -24.8% | 4,061 | 0.0% | 0.02% | -17.4% | |
| WMS | ADVANCED DRAIN SYS INC DEL COMstock | $206,000 | -12.7% | 1,737 | 0.0% | 0.02% | -5.3% | |
| VRSK | VERISK ANALYTICS INC COMstock | $205,000 | -6.4% | 957 | 0.0% | 0.02% | +5.9% | |
| ING | ING GROEP N.V. SPONSORED ADRadr | $166,000 | -25.2% | 15,914 | 0.0% | 0.02% | -16.7% | |
| GMOLQ | GENERAL MOLY INC COMstock | $0 | – | 11,550 | 0.0% | 0.00% | – |
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.