$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 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COMstock | $57,024,000 | -22.4% | 417,086 | -0.9% | 6.01% | -7.3% |
| MSFT | Sell | MICROSOFT CORP COMstock | $47,161,000 | -17.5% | 183,628 | -0.9% | 4.97% | -1.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $29,145,000 | -8.7% | 53,645 | -0.8% | 3.07% | +9.0% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $23,577,000 | -17.0% | 49,192 | -0.2% | 2.49% | -0.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $21,720,000 | -23.0% | 79,555 | -0.5% | 2.29% | -8.1% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $21,074,000 | -22.6% | 9,634 | -1.1% | 2.22% | -7.5% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $20,027,000 | -22.5% | 9,190 | -1.0% | 2.11% | -7.4% |
| V | Sell | VISA INC COM CL Astock | $18,440,000 | -11.7% | 93,658 | -0.5% | 1.94% | +5.5% |
| PEP | Sell | PEPSICO INC COMstock | $14,572,000 | -1.2% | 87,435 | -0.8% | 1.54% | +18.0% |
| IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $13,928,000 | -17.2% | 61,564 | -1.8% | 1.47% | -1.1% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $12,802,000 | -10.8% | 129,172 | -9.9% | 1.35% | +6.6% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $11,712,000 | -1.0% | 65,981 | -1.2% | 1.24% | +18.2% |
| AMGN | Sell | AMGEN INC COMstock | $11,398,000 | -0.2% | 46,849 | -0.8% | 1.20% | +19.1% |
| DIS | Sell | DISNEYstock | $10,427,000 | -35.4% | 110,459 | -6.2% | 1.10% | -22.9% |
| SYK | Sell | STRYKER CORPORATION COMstock | $10,408,000 | -26.1% | 52,318 | -0.7% | 1.10% | -11.7% |
| AON | Sell | AON PLC SHS CL Astock | $10,286,000 | -19.4% | 38,141 | -2.7% | 1.08% | -3.7% |
| INTU | Sell | INTUIT COMstock | $10,073,000 | -20.8% | 26,135 | -1.2% | 1.06% | -5.4% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $9,545,000 | -15.0% | 103,289 | -0.8% | 1.01% | +1.4% |
| MCD | Sell | MCDONALDS CORP COMstock | $9,393,000 | -1.7% | 38,045 | -1.5% | 0.99% | +17.4% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $8,645,000 | -18.8% | 220,299 | -3.1% | 0.91% | -2.9% |
| SPY | Sell | SPDR S&P 500 ETFetf | $8,634,000 | -16.8% | 22,888 | -0.4% | 0.91% | -0.7% |
| FB | Sell | META PLATFORMS INC CL Astock | $7,993,000 | -28.0% | 49,571 | -0.7% | 0.84% | -14.0% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $7,966,000 | -17.3% | 95,690 | -0.8% | 0.84% | -1.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $7,839,000 | -3.1% | 81,559 | -0.1% | 0.83% | +15.8% |
| CVS | Sell | CVS HEALTH CORP COMstock | $7,592,000 | -10.4% | 81,936 | -2.1% | 0.80% | +7.0% |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $7,321,000 | -9.7% | 29,696 | -2.6% | 0.77% | +7.8% |
| PAYX | Sell | PAYCHEX INC COMstock | $6,486,000 | -18.5% | 56,962 | -2.3% | 0.68% | -2.7% |
| ORCL | Sell | ORACLE CORP COMstock | $6,406,000 | -16.7% | 91,691 | -1.4% | 0.68% | -0.6% |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $6,267,000 | -21.1% | 14,707 | -0.4% | 0.66% | -5.7% |
| URI | Sell | UNITED RENTALS INC COMstock | $6,272,000 | -31.9% | 25,821 | -0.5% | 0.66% | -18.7% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $5,825,000 | -7.2% | 40,512 | -1.4% | 0.61% | +10.8% |
| HON | Sell | HONEYWELL INTL INC COMstock | $5,728,000 | -11.9% | 32,955 | -1.4% | 0.60% | +5.2% |
| CME | Sell | CME GROUP INC COMstock | $5,648,000 | -14.9% | 27,594 | -1.1% | 0.60% | +1.7% |
| TJX | Sell | TJX COS INC NEW COMstock | $5,512,000 | -9.6% | 98,685 | -2.0% | 0.58% | +8.0% |
| APH | Sell | AMPHENOL CORP NEW CL Astock | $5,344,000 | -14.8% | 83,002 | -0.3% | 0.56% | +1.6% |
| CHD | Sell | CHURCH & DWIGHT CO INC COMstock | $4,891,000 | -6.8% | 52,779 | -0.0% | 0.52% | +11.4% |
| MORN | Sell | MORNINGSTAR INC COMstock | $4,724,000 | -12.9% | 19,533 | -1.6% | 0.50% | +4.0% |
| FTV | Sell | FORTIVE CORP COMstock | $4,657,000 | -11.5% | 85,635 | -0.8% | 0.49% | +5.8% |
| YUM | Sell | YUM BRANDS INC COMstock | $4,560,000 | -5.2% | 40,169 | -1.0% | 0.48% | +13.2% |
| CSL | Sell | CARLISLE COS INC COMstock | $4,240,000 | -4.4% | 17,770 | -1.4% | 0.45% | +14.3% |
| TFC | Sell | TRUIST FINL CORP COMstock | $3,997,000 | -17.5% | 84,277 | -1.4% | 0.42% | -1.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $3,930,000 | -20.0% | 41,327 | -1.0% | 0.41% | -4.6% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $3,838,000 | -21.9% | 61,182 | -5.6% | 0.40% | -6.7% |
| ANTM | Sell | ELEVANCE HEALTH INC COMstock | $3,789,000 | -17.8% | 7,852 | -16.4% | 0.40% | -1.7% |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $3,588,000 | -30.2% | 92,016 | -15.3% | 0.38% | -16.7% |
| CL | Sell | COLGATE PALMOLIVE CO COMstock | $3,337,000 | +4.6% | 41,645 | -1.0% | 0.35% | +24.8% |
| LIN | Sell | LINDE PLC SHSstock | $3,291,000 | -10.4% | 11,447 | -0.5% | 0.35% | +7.1% |
| YUMC | Sell | YUM CHINA HLDGS INC COMstock | $3,258,000 | +15.5% | 67,172 | -1.1% | 0.34% | +38.2% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $3,163,000 | -30.4% | 49,673 | -0.0% | 0.33% | -17.0% | |
| DG | Sell | DOLLAR GEN CORP NEW COMstock | $2,805,000 | +7.3% | 11,427 | -2.7% | 0.30% | +28.1% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $2,788,000 | -27.3% | 25,022 | -1.0% | 0.29% | -13.3% |
| WMT | Sell | WALMART INC COMstock | $2,782,000 | -18.8% | 22,878 | -0.6% | 0.29% | -3.3% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $2,724,000 | -18.7% | 86,610 | -5.1% | 0.29% | -3.0% |
| SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $2,587,000 | -18.6% | 58,535 | -1.6% | 0.27% | -2.5% |
| WTRG | Sell | ESSENTIAL UTILS INC COMstock | $2,573,000 | -11.8% | 56,119 | -1.6% | 0.27% | +5.4% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $2,483,000 | -21.7% | 27,669 | -3.3% | 0.26% | -6.4% |
| FAST | Sell | FASTENAL CO COMstock | $2,363,000 | -16.0% | 47,326 | -0.1% | 0.25% | +0.4% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $2,355,000 | -38.0% | 30,885 | -36.5% | 0.25% | -26.0% |
| EBAY | Sell | EBAY INC. COMstock | $2,336,000 | -27.8% | 56,058 | -0.8% | 0.25% | -14.0% |
| ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $2,245,000 | -38.2% | 44,873 | -38.0% | 0.24% | -26.2% |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $2,148,000 | -27.3% | 7,665 | -5.9% | 0.23% | -13.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $2,103,000 | +4.7% | 27,313 | -0.7% | 0.22% | +25.4% |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,005,000 | -11.7% | 79,003 | -3.3% | 0.21% | +5.5% |
| SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $1,921,000 | -23.2% | 36,743 | -2.7% | 0.20% | -8.1% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,694,000 | -15.8% | 33,507 | -13.8% | 0.18% | +0.6% |
| LOW | Sell | LOWES COS INC COMstock | $1,682,000 | -15.1% | 9,630 | -1.8% | 0.18% | +1.1% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $1,669,000 | -22.3% | 46,813 | -0.1% | 0.18% | -7.4% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $1,544,000 | -9.0% | 21,844 | -1.0% | 0.16% | +8.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $1,512,000 | -13.1% | 8,297 | -0.2% | 0.16% | +3.2% |
| SMMU | Sell | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $1,475,000 | -10.1% | 29,730 | -9.4% | 0.16% | +7.6% |
| PBE | Sell | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $1,312,000 | -9.3% | 22,720 | -2.5% | 0.14% | +7.8% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $1,135,000 | -14.7% | 3,599 | -3.4% | 0.12% | +2.6% |
| MRK | Sell | MERCK & CO INC COMstock | $1,099,000 | +9.8% | 12,058 | -1.1% | 0.12% | +31.8% |
| KO | Sell | COCA COLA CO COMstock | $1,071,000 | +0.1% | 17,032 | -1.3% | 0.11% | +20.2% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $1,074,000 | -33.0% | 10,099 | -31.0% | 0.11% | -20.4% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $1,069,000 | -15.0% | 26,648 | -4.4% | 0.11% | +1.8% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $1,042,000 | -28.9% | 10,245 | -25.1% | 0.11% | -14.7% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,016,000 | -28.1% | 15,058 | -4.4% | 0.11% | -14.4% |
| DISH | Sell | DISH NETWORK CORPORATION CL Astock | $1,011,000 | -55.1% | 56,410 | -20.7% | 0.11% | -46.2% |
| GSY | Sell | INVESCO ULTRA SHORT DURATION ETFetf | $971,000 | -52.5% | 19,605 | -52.2% | 0.10% | -43.3% |
| SWK | Sell | STANLEY BLACK & DECKER INC COMstock | $926,000 | -27.1% | 8,828 | -2.8% | 0.10% | -12.5% |
| VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetf | $922,000 | -31.1% | 18,465 | -28.9% | 0.10% | -17.8% |
| SBUX | Sell | STARBUCKS CORP COMstock | $891,000 | -29.8% | 11,661 | -16.5% | 0.09% | -16.1% |
| INTC | Sell | INTEL CORP COMstock | $894,000 | -25.0% | 23,894 | -0.7% | 0.09% | -10.5% |
| SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $849,000 | -17.2% | 19,021 | -0.1% | 0.09% | 0.0% |
| GM | Sell | GENERAL MTRS CO COMstock | $842,000 | -46.1% | 26,506 | -25.8% | 0.09% | -35.5% |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $798,000 | -10.1% | 22,965 | -0.1% | 0.08% | +7.7% |
| VZ | Sell | VERIZONstock | $653,000 | -3.7% | 12,867 | -3.3% | 0.07% | +15.0% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $640,000 | +0.9% | 10,360 | -2.8% | 0.07% | +19.6% |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $610,000 | -42.5% | 29,399 | -41.6% | 0.06% | -31.9% |
| BSCP | Sell | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $611,000 | -60.0% | 29,878 | -59.1% | 0.06% | -52.6% |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $589,000 | -7.1% | 8,397 | -1.4% | 0.06% | +10.7% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $559,000 | -26.5% | 11,184 | -15.4% | 0.06% | -11.9% |
| CI | Sell | CIGNA CORP NEW COMstock | $548,000 | +7.5% | 2,079 | -2.3% | 0.06% | +28.9% |
| AGQ | Sell | PROSHARES ULTRA SILVERetf | $514,000 | -42.9% | 21,000 | -10.1% | 0.05% | -31.6% |
| REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $469,000 | -16.4% | 793 | -1.2% | 0.05% | -2.0% |
| BSCN | Sell | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $446,000 | -56.9% | 21,308 | -56.6% | 0.05% | -48.4% |
| PIO | Sell | INVESCO GLOBAL WATER ETFetf | $423,000 | -17.2% | 13,619 | -2.6% | 0.04% | 0.0% |
| QCOM | Sell | QUALCOMM INC COMstock | $413,000 | -19.6% | 3,231 | -3.9% | 0.04% | -2.2% |
| TSLA | Sell | TESLA INC COMstock | $394,000 | -49.4% | 585 | -19.0% | 0.04% | -39.1% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $387,000 | -28.7% | 6,189 | -16.0% | 0.04% | -14.6% |
| BSCQ | Sell | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $376,000 | -42.1% | 19,503 | -40.0% | 0.04% | -29.8% |
| NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $331,000 | +6.1% | 692 | -0.7% | 0.04% | +25.0% |
| WRB | Sell | BERKLEY W R CORP COMstock | $315,000 | +1.9% | 4,608 | -0.5% | 0.03% | +22.2% |
| CAT | Sell | CATERPILLAR INC COMstock | $311,000 | -28.0% | 1,739 | -10.3% | 0.03% | -13.2% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $290,000 | -3.3% | 6,135 | -3.2% | 0.03% | +19.2% |
| CTXS | Sell | CITRIX SYS INC COMstock | $278,000 | -25.7% | 2,863 | -22.7% | 0.03% | -12.1% |
| TGT | Sell | TARGET CORP COMstock | $270,000 | -53.1% | 1,909 | -29.7% | 0.03% | -45.1% |
| GWW | Sell | GRAINGER W W INC COMstock | $261,000 | -12.7% | 575 | -0.9% | 0.03% | +7.7% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $269,000 | -41.0% | 2,958 | -14.6% | 0.03% | -30.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETFetf | $258,000 | -22.8% | 625 | -8.1% | 0.03% | -6.9% |
| SHW | Sell | SHERWIN WILLIAMS CO COMstock | $259,000 | -10.7% | 1,155 | -0.7% | 0.03% | +3.8% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $247,000 | -18.5% | 2,346 | -3.1% | 0.03% | -3.7% |
| BSCR | Sell | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $235,000 | -43.5% | 12,115 | -41.1% | 0.02% | -32.4% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $228,000 | -4.6% | 531 | -1.8% | 0.02% | +14.3% |
| DOW | Sell | DOW INC COMstock | $214,000 | -19.9% | 4,141 | -1.0% | 0.02% | -4.2% |
| T | Sell | AT&T INC COMstock | $221,000 | -22.5% | 10,567 | -12.4% | 0.02% | -8.0% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $214,000 | -18.3% | 2,353 | -2.6% | 0.02% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $206,000 | -7.6% | 2,090 | -12.1% | 0.02% | +10.0% |
| BSMP | Sell | INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETFetf | $210,000 | -7.9% | 8,580 | -6.5% | 0.02% | +10.0% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetf | $210,000 | -86.8% | 3,766 | -85.6% | 0.02% | -84.3% |
| BA | Sell | BOEING CO COMstock | $210,000 | -41.2% | 1,535 | -17.7% | 0.02% | -31.2% |
| SPLV | Exit | INVESCO S&P 500 LOW VOLATILITY ETFetf | $0 | – | -3,074 | -100.0% | -0.02% | – |
| BURL | Exit | BURLINGTON STORES INC COMstock | $0 | – | -1,124 | -100.0% | -0.02% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC COMstock | $0 | – | -2,858 | -100.0% | -0.02% | – |
| PANW | Exit | PALO ALTO NETWORKS INC COMstock | $0 | – | -336 | -100.0% | -0.02% | – |
| VRSK | Exit | VERISK ANALYTICS INC COMstock | $0 | – | -957 | -100.0% | -0.02% | – |
| WMS | Exit | ADVANCED DRAIN SYS INC DEL COMstock | $0 | – | -1,737 | -100.0% | -0.02% | – |
| AXON | Exit | AXON ENTERPRISE INC COMstock | $0 | – | -1,534 | -100.0% | -0.02% | – |
| PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | -545 | -100.0% | -0.02% | – |
| TSCO | Exit | TRACTOR SUPPLY CO COMstock | $0 | – | -907 | -100.0% | -0.02% | – |
| MEG | Exit | MONTROSE ENVIRONMENTAL GROUP I COMstock | $0 | – | -4,061 | -100.0% | -0.02% | – |
| PRU | Exit | PRUDENTIAL FINL INC COMstock | $0 | – | -1,910 | -100.0% | -0.02% | – |
| XLC | Exit | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $0 | – | -3,353 | -100.0% | -0.02% | – |
| IGIB | Exit | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -4,207 | -100.0% | -0.02% | – |
| GNRC | Exit | GENERAC HLDGS INC COMstock | $0 | – | -776 | -100.0% | -0.02% | – |
| RJF | Exit | RAYMOND JAMES FINL INC COMstock | $0 | – | -2,206 | -100.0% | -0.02% | – |
| FV | Exit | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $0 | – | -4,944 | -100.0% | -0.02% | – |
| IWP | Exit | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $0 | – | -2,508 | -100.0% | -0.02% | – |
| TROW | Exit | PRICE T ROWE GROUP INC COMstock | $0 | – | -1,624 | -100.0% | -0.02% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC COMstock | $0 | – | -560 | -100.0% | -0.02% | – |
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | -5,162 | -100.0% | -0.02% | – |
| XSOE | Exit | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $0 | – | -7,965 | -100.0% | -0.02% | – |
| BSCS | Exit | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $0 | – | -13,923 | -100.0% | -0.03% | – |
| IPO | Exit | RENAISSANCE IPO ETFetf | $0 | – | -7,700 | -100.0% | -0.03% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC COMstock | $0 | – | -26,412 | -100.0% | -0.05% | – |
| PFF | Exit | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $0 | – | -18,626 | -100.0% | -0.06% | – |
| BSCM | Exit | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $0 | – | -67,154 | -100.0% | -0.13% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SVCS COMstock | $0 | – | -32,208 | -100.0% | -0.28% | – |
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.