$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | New | ISHARES S&P 500 VALUE ETFetf | $3,966,000 | – | 28,855 | +100.0% | 0.42% | – |
| SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $2,253,000 | – | 22,500 | +100.0% | 0.24% | – |
| FLRN | New | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $1,117,000 | – | 37,099 | +100.0% | 0.12% | – |
| MTB | New | M & T BK CORP COMstock | $608,000 | – | 3,817 | +100.0% | 0.06% | – |
| MOAT | New | VANECK MORNINGSTAR WIDE MOAT ETFetf | $484,000 | – | 7,601 | +100.0% | 0.05% | – |
| New | SHELL PLC SPON ADSadr | $393,000 | – | 7,507 | +100.0% | 0.04% | – | |
| CNRG | New | SPDR S&P KENSHO CLEAN POWER ETFetf | $255,000 | – | 3,275 | +100.0% | 0.03% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $223,000 | – | 2,405 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC COMstock | $216,000 | – | 2,867 | +100.0% | 0.02% | – |
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 | 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.