$948 Million is the total value of YHB Investment Advisors, Inc.'s 279 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC COMstock | $25,511,000 | -33.8% | 240,194 | +1932.6% | 2.69% | -20.9% |
| DHR | Buy | DANAHER CORPORATION COMstock | $23,100,000 | -13.4% | 91,117 | +0.2% | 2.44% | +3.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $17,562,000 | +0.8% | 34,191 | +0.1% | 1.85% | +20.5% |
| HD | Buy | HOME DEPOT INC COMstock | $11,030,000 | -7.7% | 40,215 | +0.7% | 1.16% | +10.2% |
| ECL | Buy | ECOLAB INC COMstock | $10,732,000 | -12.3% | 69,800 | +0.7% | 1.13% | +4.8% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $10,018,000 | +15.4% | 200,003 | +15.8% | 1.06% | +37.7% |
| NKE | Buy | NIKE INC CL Bstock | $9,039,000 | -24.0% | 88,445 | +0.1% | 0.95% | -9.2% |
| UNP | Buy | UNION PAC CORP COMstock | $8,590,000 | -21.1% | 40,276 | +1.1% | 0.91% | -5.7% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $8,566,000 | +71.1% | 119,587 | +88.5% | 0.90% | +104.3% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $8,524,000 | -7.0% | 110,046 | +1.7% | 0.90% | +11.1% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $7,192,000 | -20.2% | 124,025 | +2.9% | 0.76% | -4.8% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $7,088,000 | -20.7% | 117,452 | +0.3% | 0.75% | -5.3% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $6,513,000 | +13.5% | 156,420 | +22.5% | 0.69% | +35.5% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $6,142,000 | -15.7% | 16,199 | +0.9% | 0.65% | +0.8% |
| ABBV | Buy | ABBVIE INC COMstock | $5,903,000 | -4.3% | 38,543 | +1.3% | 0.62% | +14.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $5,889,000 | -33.0% | 29,342 | +0.8% | 0.62% | -20.0% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $5,367,000 | -37.5% | 76,852 | +3.5% | 0.57% | -25.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $5,266,000 | -17.4% | 31,093 | +0.2% | 0.56% | -1.4% |
| ZTS | Buy | ZOETIS INC CL Astock | $4,968,000 | -8.6% | 28,904 | +0.3% | 0.52% | +9.2% |
| JMST | Buy | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $4,862,000 | +19.9% | 95,983 | +19.8% | 0.51% | +43.3% |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $4,516,000 | -22.5% | 33,206 | +0.1% | 0.48% | -7.6% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $4,382,000 | -15.8% | 12,632 | +0.7% | 0.46% | +0.4% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $4,208,000 | +15.3% | 40,198 | +15.2% | 0.44% | +37.9% |
| PFE | Buy | PFIZER INC COMstock | $4,171,000 | +1.4% | 79,551 | +0.1% | 0.44% | +21.2% |
| IVE | New | ISHARES S&P 500 VALUE ETFetf | $3,966,000 | – | 28,855 | +100.0% | 0.42% | – |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $3,670,000 | -35.4% | 24,212 | +16.2% | 0.39% | -22.9% |
| CMI | Buy | CUMMINS INC COMstock | $3,441,000 | -5.6% | 17,781 | +0.0% | 0.36% | +12.7% |
| USB | Buy | US BANCORP DEL COM NEWstock | $3,375,000 | -12.1% | 73,348 | +1.5% | 0.36% | +5.0% |
| C | Buy | CITIGROUP INC COM NEWstock | $3,307,000 | -12.6% | 71,903 | +1.5% | 0.35% | +4.5% |
| WWD | Buy | WOODWARD INC COMstock | $3,274,000 | -25.6% | 35,402 | +0.5% | 0.34% | -11.3% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $2,899,000 | -5.9% | 49,255 | +11.1% | 0.31% | +12.5% |
| AFL | Buy | AFLAC INC COMstock | $2,747,000 | -13.2% | 49,646 | +1.1% | 0.29% | +3.9% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $2,742,000 | +4.3% | 32,013 | +0.5% | 0.29% | +24.6% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $2,699,000 | -7.6% | 18,645 | +4.0% | 0.28% | +10.5% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $2,592,000 | -0.8% | 41,745 | +0.3% | 0.27% | +18.2% |
| NFLX | Buy | NETFLIX INC COMstock | $2,511,000 | -37.7% | 14,361 | +33.5% | 0.26% | -25.6% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $2,459,000 | -19.1% | 62,767 | +0.0% | 0.26% | -3.4% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $2,446,000 | -15.9% | 21,721 | +1.8% | 0.26% | +0.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $2,399,000 | -2.6% | 9,926 | +0.1% | 0.25% | +16.1% |
| SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $2,253,000 | – | 22,500 | +100.0% | 0.24% | – |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,035,000 | -1.5% | 41,486 | +11.5% | 0.22% | +18.1% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $1,932,000 | +12.7% | 21,386 | +9.6% | 0.20% | +35.1% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,863,000 | -15.6% | 9,879 | +1.9% | 0.20% | +0.5% |
| GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $1,666,000 | -11.4% | 22,230 | +5.3% | 0.18% | +6.0% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $1,600,000 | -3.3% | 10,458 | +0.2% | 0.17% | +15.8% |
| CSCO | Buy | CISCO SYS INC COMstock | $1,461,000 | -23.5% | 34,255 | +0.0% | 0.15% | -8.9% |
| BLK | Buy | BLACKROCK INC COMstock | $1,464,000 | -19.2% | 2,403 | +1.3% | 0.15% | -3.8% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $1,380,000 | -7.2% | 15,783 | +9.1% | 0.15% | +11.5% |
| HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $1,368,000 | -21.1% | 29,871 | +1.2% | 0.14% | -5.9% |
| VV | Buy | VANGUARD LARGE-CAP INDEX FUNDetf | $1,345,000 | -14.2% | 7,805 | +3.9% | 0.14% | +2.9% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $1,333,000 | -17.1% | 20,921 | +0.6% | 0.14% | -0.7% |
| CRM | Buy | SALESFORCE INC COMstock | $1,226,000 | -7.1% | 7,431 | +19.5% | 0.13% | +10.3% |
| ROBT | Buy | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $1,216,000 | -20.6% | 32,752 | +1.1% | 0.13% | -5.2% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $1,117,000 | -14.7% | 38,746 | +1.4% | 0.12% | +1.7% |
| AER | Buy | AERCAP HOLDINGS NV SHSstock | $1,116,000 | -5.0% | 27,248 | +16.6% | 0.12% | +13.5% |
| FLRN | New | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $1,117,000 | – | 37,099 | +100.0% | 0.12% | – |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $1,113,000 | -43.2% | 4,704 | +4.7% | 0.12% | -32.4% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $985,000 | -5.7% | 6,867 | +6.6% | 0.10% | +13.0% |
| MMM | Buy | 3M CO COMstock | $974,000 | -11.9% | 7,524 | +1.4% | 0.10% | +5.1% |
| PSX | Buy | PHILLIPS 66 COMstock | $969,000 | +8.4% | 11,814 | +14.2% | 0.10% | +29.1% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $857,000 | -13.9% | 12,155 | +2.5% | 0.09% | +2.3% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $821,000 | -5.1% | 10,915 | +0.3% | 0.09% | +14.5% |
| ABT | Buy | ABBOTT LABS COMstock | $765,000 | -5.4% | 7,038 | +2.9% | 0.08% | +14.1% |
| VMC | Buy | VULCAN MATLS CO COMstock | $726,000 | -18.7% | 5,110 | +5.1% | 0.08% | -2.5% |
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $698,000 | -17.0% | 11,444 | +1.0% | 0.07% | 0.0% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $680,000 | -3.8% | 5,729 | +3.8% | 0.07% | +16.1% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $642,000 | -6.3% | 8,982 | +0.3% | 0.07% | +13.3% |
| MTB | New | M & T BK CORP COMstock | $608,000 | – | 3,817 | +100.0% | 0.06% | – |
| COP | Buy | CONOCOPHILLIPS COMstock | $596,000 | +132.8% | 6,634 | +159.5% | 0.06% | +173.9% |
| EQIX | Buy | EQUINIX INC COMreit | $541,000 | -8.8% | 824 | +3.0% | 0.06% | +9.6% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $519,000 | -21.1% | 16,663 | +4.4% | 0.06% | -5.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $509,000 | -9.9% | 1,390 | +12.0% | 0.05% | +8.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $487,000 | -14.3% | 5,953 | +9.3% | 0.05% | +2.0% |
| MOAT | New | VANECK MORNINGSTAR WIDE MOAT ETFetf | $484,000 | – | 7,601 | +100.0% | 0.05% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $458,000 | +29.7% | 9,564 | +77.8% | 0.05% | +54.8% |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $453,000 | +32.8% | 5,896 | +34.8% | 0.05% | +60.0% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $448,000 | -18.4% | 2,050 | +3.7% | 0.05% | -2.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $411,000 | +28.8% | 2,912 | +18.8% | 0.04% | +53.6% |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $411,000 | -18.6% | 1,809 | +2.3% | 0.04% | -4.4% |
| CPRT | Buy | COPART INC COMstock | $411,000 | +1.2% | 3,782 | +16.9% | 0.04% | +19.4% |
| New | SHELL PLC SPON ADSadr | $393,000 | – | 7,507 | +100.0% | 0.04% | – | |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $366,000 | -5.4% | 5,041 | +0.4% | 0.04% | +14.7% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $352,000 | -15.8% | 2,294 | +0.7% | 0.04% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $323,000 | -3.9% | 3,013 | +0.1% | 0.03% | +13.3% |
| CSX | Buy | CSX CORP COMstock | $309,000 | -22.6% | 10,649 | +0.0% | 0.03% | -5.7% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $297,000 | -12.4% | 5,751 | +1.5% | 0.03% | +3.3% |
| TRMB | Buy | TRIMBLE INC COMstock | $271,000 | +16.3% | 4,658 | +44.5% | 0.03% | +38.1% |
| CNRG | New | SPDR S&P KENSHO CLEAN POWER ETFetf | $255,000 | – | 3,275 | +100.0% | 0.03% | – |
| SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $232,000 | -11.1% | 3,716 | +1.5% | 0.02% | +4.3% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $223,000 | -22.8% | 4,020 | +2.2% | 0.02% | -7.7% |
| MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $223,000 | – | 2,405 | +100.0% | 0.02% | – |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $226,000 | -13.7% | 4,325 | +6.8% | 0.02% | +4.3% |
| GIS | New | GENERAL MLS INC COMstock | $216,000 | – | 2,867 | +100.0% | 0.02% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $211,000 | -0.9% | 8,644 | +4.9% | 0.02% | +15.8% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $203,000 | -15.4% | 1,597 | +5.6% | 0.02% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 45 | Q2 2024 | 7.2% |
| MICROSOFT CORP COM | 45 | Q2 2024 | 6.0% |
| THERMO FISHER SCIENTIFIC INC COM | 45 | Q2 2024 | 3.7% |
| ECOLAB INC COM | 45 | Q2 2024 | 3.4% |
| COSTCO WHSL CORP NEW COM | 45 | Q2 2024 | 3.3% |
| PEPSICO INC COM | 45 | Q2 2024 | 2.8% |
| DANAHER CORPORATION COM | 45 | Q2 2024 | 2.7% |
| VISA INC COM CL A | 45 | Q2 2024 | 4.0% |
| ORACLE CORP COM | 45 | Q2 2024 | 2.8% |
| DISNEY WALT CO | 45 | Q2 2024 | 2.1% |
View YHB Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR/A | 2024-08-15 |
| 13F-HR | 2024-08-01 |
| 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 |
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.