YHB Investment Advisors, Inc. - Q2 2022 holdings

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$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 100.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SPLV ExitINVESCO S&P 500 LOW VOLATILITY ETFetf$0–-3,074
-100.0%
-0.02%–
BURL ExitBURLINGTON STORES INC COMstock$0–-1,124
-100.0%
-0.02%–
MRVL ExitMARVELL TECHNOLOGY INC COMstock$0–-2,858
-100.0%
-0.02%–
PANW ExitPALO ALTO NETWORKS INC COMstock$0–-336
-100.0%
-0.02%–
VRSK ExitVERISK ANALYTICS INC COMstock$0–-957
-100.0%
-0.02%–
WMS ExitADVANCED DRAIN SYS INC DEL COMstock$0–-1,737
-100.0%
-0.02%–
AXON ExitAXON ENTERPRISE INC COMstock$0–-1,534
-100.0%
-0.02%–
PSA ExitPUBLIC STORAGE COMreit$0–-545
-100.0%
-0.02%–
TSCO ExitTRACTOR SUPPLY CO COMstock$0–-907
-100.0%
-0.02%–
MEG ExitMONTROSE ENVIRONMENTAL GROUP I COMstock$0–-4,061
-100.0%
-0.02%–
PRU ExitPRUDENTIAL FINL INC COMstock$0–-1,910
-100.0%
-0.02%–
XLC ExitCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf$0–-3,353
-100.0%
-0.02%–
IGIB ExitISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$0–-4,207
-100.0%
-0.02%–
GNRC ExitGENERAC HLDGS INC COMstock$0–-776
-100.0%
-0.02%–
RJF ExitRAYMOND JAMES FINL INC COMstock$0–-2,206
-100.0%
-0.02%–
FV ExitFIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf$0–-4,944
-100.0%
-0.02%–
IWP ExitISHARES RUSSELL MID-CAP GROWTH ETFetf$0–-2,508
-100.0%
-0.02%–
TROW ExitPRICE T ROWE GROUP INC COMstock$0–-1,624
-100.0%
-0.02%–
TYL ExitTYLER TECHNOLOGIES INC COMstock$0–-560
-100.0%
-0.02%–
VEA ExitVANGUARD FTSE DEVELOPED MARKETS ETFetf$0–-5,162
-100.0%
-0.02%–
XSOE ExitWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf$0–-7,965
-100.0%
-0.02%–
BSCS ExitINVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf$0–-13,923
-100.0%
-0.03%–
IPO ExitRENAISSANCE IPO ETFetf$0–-7,700
-100.0%
-0.03%–
PBCT ExitPEOPLES UNITED FINANCIAL INC COMstock$0–-26,412
-100.0%
-0.05%–
PFF ExitISHARES PREFERRED AND INCOME SECURITIES ETFetf$0–-18,626
-100.0%
-0.06%–
BSCM ExitINVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf$0–-67,154
-100.0%
-0.13%–
FIS ExitFIDELITY 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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM42Q3 20237.2%
MICROSOFT CORP COM42Q3 20235.4%
THERMO FISHER SCIENTIFIC INC COM42Q3 20233.7%
ECOLAB INC COM42Q3 20233.4%
PEPSICO INC COM42Q3 20232.8%
COSTCO WHSL CORP NEW COM42Q3 20232.9%
DANAHER CORPORATION COM42Q3 20232.7%
VISA INC COM CL A42Q3 20234.0%
ORACLE CORP COM42Q3 20232.8%
DISNEY WALT CO42Q3 20232.1%

View YHB Investment Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-26
13F-HR2024-01-29
13F-HR2023-10-23
13F-HR2023-08-10
13F-HR2023-05-08
13F-HR2023-01-12
13F-HR2022-11-03
13F-HR2022-07-14
13F-HR2022-04-14
13F-HR2022-01-18

View YHB Investment Advisors, Inc.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (948437000.0 != 948435000.0)

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