YHB Investment Advisors, Inc. - Q4 2022 holdings

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$937 Million is the total value of YHB Investment Advisors, Inc.'s 283 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 2.8% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IJK  ISHARES S&P MID-CAP 400 GROWTH ETFetf$1,393,798
+8.4%
20,4070.0%0.15%
+4.2%
AXP  AMERICAN EXPRESS CO COMstock$1,050,798
+9.6%
7,1120.0%0.11%
+4.7%
LECO  LINCOLN ELEC HLDGS INC COMstock$920,257
+14.9%
6,3690.0%0.10%
+10.1%
AGQ  PROSHARES ULTRA SILVERetf$672,000
+54.1%
21,0000.0%0.07%
+50.0%
EUSA  ISHARES MSCI USA EQUAL WEIGHTED ETFetf$561,638
+9.3%
7,7000.0%0.06%
+5.3%
LBTYK  LIBERTY GLOBAL PLC SHS CL Cstock$454,448
+17.7%
23,3890.0%0.05%
+11.6%
PIO  INVESCO GLOBAL WATER ETFetf$445,966
+13.8%
13,6590.0%0.05%
+9.1%
NSC  NORFOLK SOUTHN CORP COMstock$433,453
+17.5%
1,7590.0%0.05%
+12.2%
TDG  TRANSDIGM GROUP INC COMstock$418,088
+20.1%
6640.0%0.04%
+15.4%
DE  DEERE & CO COMstock$393,173
+28.5%
9170.0%0.04%
+23.5%
KEYS  KEYSIGHT TECHNOLOGIES INC COMstock$364,208
+8.7%
2,1290.0%0.04%
+5.4%
AMP  AMERIPRISE FINL INC COMstock$334,100
+23.7%
1,0730.0%0.04%
+20.0%
GWW  GRAINGER W W INC COMstock$319,844
+13.8%
5750.0%0.03%
+9.7%
PWR  QUANTA SVCS INC COMstock$299,250
+11.7%
2,1000.0%0.03%
+6.7%
CNRG  SPDR S&P KENSHO CLEAN POWER ETFetf$294,402
-3.5%
3,5900.0%0.03%
-8.8%
TGT  TARGET CORP COMstock$284,517
+0.5%
1,9090.0%0.03%
-3.2%
IEX  IDEX CORP COMstock$277,193
+14.1%
1,2140.0%0.03%
+11.1%
NOW  SERVICENOW INC COMstock$267,518
+2.9%
6890.0%0.03%0.0%
MDY  SPDR S&P MIDCAP 400 ETF TRUSTetf$265,674
+10.2%
6000.0%0.03%
+3.7%
CDW  CDW CORP COMstock$252,512
+14.3%
1,4140.0%0.03%
+8.0%
LPLA  LPL FINL HLDGS INC COMstock$249,460
-1.0%
1,1540.0%0.03%
-3.6%
IJT  ISHARES S&P SMALL-CAP 600 GROWTH ETFetf$253,532
+6.1%
2,3460.0%0.03%0.0%
ICE  INTERCONTINENTAL EXCHANGE INC COMstock$241,702
+13.5%
2,3560.0%0.03%
+8.3%
MNST  MONSTER BEVERAGE CORP NEW COMstock$244,180
+16.8%
2,4050.0%0.03%
+13.0%
ACN  ACCENTURE PLC IRELAND SHS CLASS Astock$247,894
+3.7%
9290.0%0.03%
-3.7%
GIS  GENERAL MLS INC COMstock$240,398
+9.3%
2,8670.0%0.03%
+8.3%
MBCN  MIDDLEFIELD BANC CORP COM NEWstock$245,285
+0.9%
8,9520.0%0.03%
-3.7%
HSY  HERSHEY CO COMstock$243,149
+5.3%
1,0500.0%0.03%0.0%
MMC  MARSH & MCLENNAN COS INC COMstock$232,830
+10.9%
1,4070.0%0.02%
+8.7%
POOL  POOL CORP COMstock$237,027
-4.8%
7840.0%0.02%
-10.7%
TRMB  TRIMBLE INC COMstock$235,508
-6.9%
4,6580.0%0.02%
-10.7%
CRL  CHARLES RIV LABS INTL INC COMstock$225,527
+10.6%
1,0350.0%0.02%
+4.3%
ES  EVERSOURCE ENERGY COMstock$221,505
+7.5%
2,6420.0%0.02%
+4.3%
IWP  ISHARES RUSSELL MID-CAP GROWTH ETFetf$220,119
+6.3%
2,6330.0%0.02%0.0%
CCI  CROWN CASTLE INC COMreit$219,737
-6.1%
1,6200.0%0.02%
-11.5%
CEF  SPROTT PHYSICAL GOLD & SILVER TR UNITcef$199,113
+15.1%
11,1050.0%0.02%
+10.5%
GMOLQ  GENERAL MOLY INC COMstock$0–11,5500.0%0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM45Q2 20247.2%
MICROSOFT CORP COM45Q2 20246.0%
THERMO FISHER SCIENTIFIC INC COM45Q2 20243.7%
ECOLAB INC COM45Q2 20243.4%
COSTCO WHSL CORP NEW COM45Q2 20243.3%
PEPSICO INC COM45Q2 20242.8%
DANAHER CORPORATION COM45Q2 20242.7%
VISA INC COM CL A45Q2 20244.0%
ORACLE CORP COM45Q2 20242.8%
DISNEY WALT CO45Q2 20242.1%

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

Latest filings
TypeFiled
N-PX2024-08-28
13F-HR/A2024-08-15
13F-HR2024-08-01
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

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

All filings

View complete filings history.

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