$899 Million is the total value of YHB Investment Advisors, Inc.'s 281 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APD | Exit | AIR PRODS & CHEMS INC COMstock | $0 | – | -841 | -100.0% | -0.02% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -2,210 | -100.0% | -0.02% | – |
| ETR | Exit | ENTERGY CORP NEW COMstock | $0 | – | -1,831 | -100.0% | -0.02% | – |
| BA | Exit | BOEING CO COMstock | $0 | – | -1,535 | -100.0% | -0.02% | – |
| PM | Exit | PHILIP MORRIS INTL INC COMstock | $0 | – | -2,090 | -100.0% | -0.02% | – |
| SCHP | Exit | SCHWAB U.S. TIPS ETFetf | $0 | – | -3,766 | -100.0% | -0.02% | – |
| BSMP | Exit | INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETFetf | $0 | – | -8,580 | -100.0% | -0.02% | – |
| T | Exit | AT&T INC COMstock | $0 | – | -10,567 | -100.0% | -0.02% | – |
| DOW | Exit | DOW INC COMstock | $0 | – | -4,141 | -100.0% | -0.02% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC COMstock | $0 | – | -3,327 | -100.0% | -0.02% | – |
| VMBS | Exit | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $0 | – | -8,245 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
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.