$997 Million is the total value of YHB Investment Advisors, Inc.'s 283 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 7.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COMstock | $66,839,410 | +26.0% | 405,333 | -0.7% | 6.70% | +18.4% |
| MSFT | Sell | MICROSOFT CORP COMstock | $50,861,350 | +19.6% | 176,418 | -0.5% | 5.10% | +12.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $29,667,060 | +4.0% | 51,472 | -0.6% | 2.98% | -2.2% |
| AMZN | Buy | AMAZON COM INC COMstock | $25,185,820 | +25.5% | 243,836 | +2.1% | 2.52% | +17.9% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $24,739,445 | +11.9% | 49,791 | +2.8% | 2.48% | +5.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $24,679,677 | +1.8% | 79,929 | +1.8% | 2.48% | -4.4% |
| DHR | Sell | DANAHER CORPORATION COMstock | $22,433,332 | -5.3% | 89,007 | -0.2% | 2.25% | -11.0% |
| V | Buy | VISA INC COM CL Astock | $21,095,310 | +9.3% | 93,566 | +0.7% | 2.12% | +2.7% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $19,211,608 | +16.6% | 184,727 | -0.5% | 1.93% | +9.6% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $18,812,473 | +16.9% | 181,360 | -0.6% | 1.89% | +9.8% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $18,792,856 | +3.6% | 75,123 | +0.2% | 1.88% | -2.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $16,285,779 | -4.1% | 34,461 | +7.6% | 1.63% | -9.9% |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $16,246,885 | +22.8% | 168,013 | +20.2% | 1.63% | +15.5% |
| PEP | Buy | PEPSICO INC COMstock | $15,991,552 | +1.6% | 87,721 | +0.7% | 1.60% | -4.5% |
| SYK | Buy | STRYKER CORPORATION COMstock | $14,866,052 | +16.9% | 52,076 | +0.1% | 1.49% | +9.9% |
| ECL | Buy | ECOLAB INC COMstock | $13,985,465 | +14.3% | 84,489 | +0.6% | 1.40% | +7.4% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $12,599,215 | -33.9% | 30,776 | -38.3% | 1.26% | -37.9% |
| HD | Buy | HOME DEPOT INC COMstock | $12,148,958 | -3.7% | 41,166 | +3.1% | 1.22% | -9.4% |
| INTU | Buy | INTUIT COMstock | $11,541,040 | +15.1% | 25,887 | +0.4% | 1.16% | +8.1% |
| AMGN | Buy | AMGEN INC COMstock | $11,307,110 | -7.3% | 46,772 | +0.7% | 1.13% | -12.9% |
| AON | Sell | AON PLC SHS CL Astock | $11,195,948 | +3.0% | 35,510 | -2.0% | 1.12% | -3.2% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $10,937,300 | +0.8% | 149,498 | +4.1% | 1.10% | -5.3% |
| NKE | Sell | NIKE INC CL Bstock | $10,655,699 | +4.5% | 86,886 | -0.3% | 1.07% | -1.8% |
| MCD | Sell | MCDONALDS CORP COMstock | $10,595,299 | +5.0% | 37,893 | -1.1% | 1.06% | -1.4% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $10,229,785 | -10.9% | 65,999 | +1.5% | 1.03% | -16.2% |
| URI | Sell | UNITED RENTALS INC COMstock | $9,815,244 | +9.2% | 24,801 | -1.9% | 0.98% | +2.6% |
| DIS | Sell | DISNEYstock | $9,029,985 | -1.9% | 90,183 | -14.9% | 0.90% | -7.8% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $8,486,647 | -7.1% | 110,102 | +0.7% | 0.85% | -12.7% |
| UNP | Buy | UNION PAC CORP COMstock | $8,324,114 | -2.2% | 41,360 | +0.6% | 0.84% | -8.0% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $8,101,589 | +13.4% | 126,805 | +3.8% | 0.81% | +6.6% |
| ORCL | Sell | ORACLE CORP COMstock | $8,017,268 | +12.6% | 86,281 | -1.0% | 0.80% | +5.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $7,966,775 | -2.9% | 81,352 | +0.1% | 0.80% | -8.7% |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $7,800,477 | +26.0% | 14,715 | -0.1% | 0.78% | +18.5% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $7,633,900 | -10.2% | 76,916 | -10.7% | 0.76% | -15.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $7,502,643 | -3.0% | 29,368 | +0.7% | 0.75% | -9.0% |
| TJX | Sell | TJX COS INC NEW COMstock | $7,443,965 | -2.2% | 94,997 | -0.6% | 0.75% | -8.1% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $7,429,252 | -5.0% | 89,283 | -5.3% | 0.74% | -10.7% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $6,975,617 | -3.1% | 16,969 | -9.4% | 0.70% | -9.0% |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $6,876,661 | -5.2% | 27,780 | -2.6% | 0.69% | -10.9% |
| APH | Sell | AMPHENOL CORP NEW CL Astock | $6,604,856 | +6.5% | 80,823 | -0.7% | 0.66% | +0.2% |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $6,530,856 | +4.4% | 100,213 | -11.0% | 0.66% | -1.8% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $6,412,648 | +105.9% | 23,086 | +8.3% | 0.64% | +93.7% |
| ABBV | Buy | ABBVIE INC COMstock | $6,405,558 | +1.0% | 40,193 | +2.4% | 0.64% | -5.2% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $6,287,446 | -1.7% | 71,611 | -4.8% | 0.63% | -7.6% |
| HON | Sell | HONEYWELL INTL INC COMstock | $6,248,365 | -11.5% | 32,693 | -0.8% | 0.63% | -16.7% |
| PAYX | Sell | PAYCHEX INC COMstock | $6,182,589 | -2.0% | 53,954 | -1.2% | 0.62% | -7.9% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $6,043,711 | +7.3% | 39,824 | +2.6% | 0.61% | +0.8% |
| CVS | Sell | CVS HEALTH CORP COMstock | $5,979,728 | -20.6% | 80,470 | -0.5% | 0.60% | -25.4% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $5,887,495 | -2.8% | 39,596 | -0.9% | 0.59% | -8.7% |
| FTV | Buy | FORTIVE CORP COMstock | $5,641,768 | +7.9% | 82,760 | +1.7% | 0.57% | +1.4% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $5,464,339 | +8.2% | 71,956 | +1.4% | 0.55% | +1.7% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $5,400,525 | +1.2% | 30,272 | -1.1% | 0.54% | -4.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $5,392,408 | -5.6% | 16,485 | -0.9% | 0.54% | -11.2% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $5,262,900 | +11.3% | 78,727 | +2.6% | 0.53% | +4.8% |
| YUM | Buy | YUM BRANDS INC COMstock | $5,231,775 | +3.3% | 39,611 | +0.2% | 0.52% | -2.8% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $5,162,520 | +7.9% | 13,728 | +0.8% | 0.52% | +1.4% |
| CME | Sell | CME GROUP INC COMstock | $5,060,547 | +11.5% | 26,423 | -2.1% | 0.51% | +4.8% |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $4,957,912 | +23.3% | 51,861 | +8.0% | 0.50% | +15.9% | |
| FB | Buy | META PLATFORMS INC CL Astock | $4,939,262 | +170.5% | 23,305 | +53.6% | 0.50% | +153.8% |
| ZTS | Buy | ZOETIS INC CL Astock | $4,808,304 | +18.9% | 28,889 | +4.7% | 0.48% | +11.6% |
| CHD | Sell | CHURCH & DWIGHT CO INC COMstock | $4,595,043 | +9.1% | 51,974 | -0.5% | 0.46% | +2.7% |
| GLD | Sell | SPDR GOLD SHARESetf | $4,536,161 | +6.9% | 24,758 | -1.0% | 0.46% | +0.4% |
| JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFetf | $4,435,507 | -7.8% | 88,146 | -8.2% | 0.44% | -13.3% |
| PLD | Buy | PROLOGIS INC. COMreit | $4,428,788 | +11.8% | 35,496 | +1.0% | 0.44% | +5.0% |
| WMT | Buy | WALMART INC COMstock | $4,404,837 | +6.7% | 29,873 | +2.6% | 0.44% | +0.5% |
| CMI | Buy | CUMMINS INC COMstock | $4,261,595 | +0.2% | 17,840 | +1.6% | 0.43% | -5.9% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $4,260,752 | +8.2% | 25,661 | -2.9% | 0.43% | +1.7% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $4,203,242 | +89.7% | 18,662 | +77.3% | 0.42% | +78.4% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $4,140,265 | +5.4% | 109,213 | -2.7% | 0.42% | -1.0% |
| ACWI | Buy | ISHARES MSCI ACWI ETFetf | $4,099,921 | +1300.1% | 44,975 | +1203.6% | 0.41% | +1225.8% |
| New | LINDE PLC SHSstock | $4,069,514 | – | 11,505 | +100.0% | 0.41% | – | |
| CSL | Buy | CARLISLE COS INC COMstock | $4,026,442 | -2.9% | 17,811 | +1.0% | 0.40% | -8.6% |
| NFLX | Buy | NETFLIX INC COMstock | $4,002,731 | +93.8% | 11,586 | +65.4% | 0.40% | +82.3% |
| MORN | Sell | MORNINGSTAR INC COMstock | $3,873,609 | -6.4% | 19,079 | -0.1% | 0.39% | -12.0% |
| YUMC | Sell | YUM CHINA HLDGS INC COMstock | $3,831,691 | +13.4% | 60,446 | -2.2% | 0.38% | +6.7% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $3,787,048 | +6.4% | 55,815 | +2.9% | 0.38% | 0.0% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $3,615,688 | +0.5% | 32,972 | +1.1% | 0.36% | -5.5% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,455,064 | +10.5% | 70,815 | +5.8% | 0.35% | +3.6% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $3,437,595 | -5.7% | 21,069 | +3.8% | 0.34% | -11.3% |
| WWD | Buy | WOODWARD INC COMstock | $3,381,660 | +15.4% | 34,730 | +14.5% | 0.34% | +8.3% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,369,516 | +12.4% | 25,858 | +15.7% | 0.34% | +5.6% |
| JMST | Sell | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $3,329,031 | -7.5% | 65,545 | -8.0% | 0.33% | -13.0% |
| AFL | Buy | AFLAC INC COMstock | $3,301,951 | -8.6% | 51,177 | +1.9% | 0.33% | -14.2% |
| PFE | Buy | PFIZER INC COMstock | $3,260,116 | -20.1% | 79,905 | +0.4% | 0.33% | -24.8% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $3,143,796 | +6.8% | 22,317 | -4.2% | 0.32% | +0.3% |
| ANTM | ELEVANCE HEALTH INC COMstock | $3,129,007 | -10.4% | 6,805 | 0.0% | 0.31% | -15.6% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $3,103,781 | +3.8% | 37,517 | -6.4% | 0.31% | -2.5% |
| CL | Sell | COLGATE PALMOLIVE CO COMstock | $3,039,603 | -5.0% | 40,447 | -0.4% | 0.30% | -10.6% |
| Buy | SHELL PLC SPON ADSadr | $3,044,326 | +21.8% | 52,908 | +20.5% | 0.30% | +14.2% | |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $3,035,331 | +5.9% | 43,536 | +1.3% | 0.30% | -0.7% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $2,869,102 | -10.4% | 76,755 | -1.1% | 0.29% | -15.8% |
| TFC | Buy | TRUIST FINL CORP COMstock | $2,861,059 | -19.5% | 83,902 | +1.6% | 0.29% | -24.3% |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $2,484,471 | -6.9% | 56,918 | +1.6% | 0.25% | -12.6% |
| FAST | Sell | FASTENAL CO COMstock | $2,464,033 | +12.4% | 45,681 | -1.4% | 0.25% | +5.6% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $2,452,278 | +9.7% | 12,015 | +2.7% | 0.25% | +2.9% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $2,447,093 | -13.6% | 11,627 | +1.0% | 0.24% | -18.9% |
| C | Buy | CITIGROUP INC COM NEWstock | $2,403,804 | +62.0% | 51,265 | +56.2% | 0.24% | +52.5% |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $2,379,375 | +17.4% | 7,414 | -2.6% | 0.24% | +10.6% |
| EBAY | Sell | EBAY INC. COMstock | $2,354,237 | +6.6% | 53,059 | -0.4% | 0.24% | 0.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $2,279,524 | +5.7% | 11,616 | +11.6% | 0.23% | -0.4% |
| COF | Buy | CAPITAL ONE FINL CORP COMstock | $2,159,850 | +36.9% | 22,461 | +32.3% | 0.22% | +29.2% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $2,112,657 | +1.4% | 27,714 | +0.0% | 0.21% | -4.5% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $2,080,228 | +10.7% | 45,469 | -0.2% | 0.21% | +4.5% |
| SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $2,078,108 | +7.2% | 37,538 | -1.9% | 0.21% | +0.5% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $2,019,808 | -9.9% | 21,791 | +1.6% | 0.20% | -15.1% |
| SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $2,010,421 | +1.1% | 42,015 | -5.4% | 0.20% | -4.7% |
| GSLC | Sell | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $1,865,802 | +1.2% | 22,972 | -5.2% | 0.19% | -5.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,861,760 | -3.7% | 26,861 | +0.0% | 0.19% | -9.2% |
| BLK | Buy | BLACKROCK INC COMstock | $1,843,426 | -4.6% | 2,755 | +1.0% | 0.18% | -10.2% |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $1,814,380 | +77.6% | 5,430 | +12.1% | 0.18% | +67.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $1,804,432 | +9.2% | 7,412 | -1.2% | 0.18% | +2.8% |
| LOW | Sell | LOWES COS INC COMstock | $1,809,329 | -1.5% | 9,048 | -1.8% | 0.18% | -7.7% |
| OTIS | Buy | OTIS WORLDWIDE CORP COMstock | $1,793,753 | +8.9% | 21,253 | +1.1% | 0.18% | +2.3% |
| USB | Sell | US BANCORP DEL COM NEWstock | $1,731,993 | -45.3% | 48,044 | -33.8% | 0.17% | -48.5% |
| CSCO | Sell | CISCO SYS INC COMstock | $1,728,098 | +6.7% | 33,058 | -2.8% | 0.17% | 0.0% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $1,716,712 | +3.2% | 10,521 | -0.8% | 0.17% | -2.8% |
| VV | Sell | VANGUARD LARGE-CAP ETFetf | $1,702,773 | +7.2% | 9,115 | -0.1% | 0.17% | +1.2% |
| AZO | Buy | AUTOZONE INC COMstock | $1,651,877 | +0.6% | 672 | +0.9% | 0.17% | -5.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $1,610,812 | +15.2% | 7,883 | +18.5% | 0.16% | +8.7% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,571,996 | -6.1% | 31,104 | -7.5% | 0.16% | -11.7% |
| AER | Buy | AERCAP HOLDINGS NV SHSstock | $1,534,910 | -1.8% | 27,297 | +1.9% | 0.15% | -7.8% |
| CRM | Buy | SALESFORCE INC COMstock | $1,525,520 | +94.2% | 7,636 | +28.9% | 0.15% | +82.1% |
| IQLT | Buy | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $1,453,336 | +19.8% | 41,171 | +9.9% | 0.15% | +13.2% |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $1,459,305 | +4.7% | 20,407 | 0.0% | 0.15% | -2.0% | |
| COP | Buy | CONOCOPHILLIPS COMstock | $1,445,390 | +55.5% | 14,569 | +84.9% | 0.14% | +46.5% |
| PBE | Buy | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $1,434,572 | -0.7% | 22,855 | +0.5% | 0.14% | -6.5% |
| ROBT | Buy | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $1,421,717 | +20.0% | 33,350 | +0.5% | 0.14% | +13.5% |
| HACK | Sell | ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUNDetf | $1,418,140 | +7.9% | 29,656 | -0.6% | 0.14% | +1.4% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $1,398,970 | +19.8% | 3,912 | +13.6% | 0.14% | +12.0% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $1,384,229 | +5.6% | 3,809 | +1.1% | 0.14% | -0.7% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $1,372,989 | +48.4% | 18,617 | +45.3% | 0.14% | +39.4% |
| FLRN | Sell | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $1,349,753 | -8.6% | 44,356 | -8.7% | 0.14% | -14.0% |
| MCK | MCKESSON CORP COMstock | $1,322,726 | -5.1% | 3,715 | 0.0% | 0.13% | -10.7% | |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $1,315,134 | +43.1% | 17,813 | +25.8% | 0.13% | +34.7% |
| SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $1,314,310 | -1.2% | 27,172 | -7.8% | 0.13% | -7.0% |
| MRK | Sell | MERCK & CO INC COMstock | $1,282,353 | -4.8% | 12,053 | -0.7% | 0.13% | -10.4% |
| PSX | Buy | PHILLIPS 66 COMstock | $1,290,203 | -2.5% | 12,726 | +0.1% | 0.13% | -8.5% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $1,189,619 | +13.2% | 7,212 | +1.4% | 0.12% | +6.2% |
| SBUX | Buy | STARBUCKS CORP COMstock | $1,146,849 | +5.0% | 11,014 | +0.1% | 0.12% | -0.9% |
| SPDW | Sell | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $1,090,936 | +7.2% | 33,964 | -0.9% | 0.11% | 0.0% |
| SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $1,078,727 | -15.2% | 10,305 | -15.5% | 0.11% | -20.6% |
| LECO | LINCOLN ELEC HLDGS INC COMstock | $1,076,998 | +17.0% | 6,369 | 0.0% | 0.11% | +10.2% | |
| KO | Sell | COCA COLA CO COMstock | $1,058,852 | -2.6% | 17,070 | -0.1% | 0.11% | -8.6% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $1,015,234 | +1.4% | 6,592 | 0.0% | 0.10% | -4.7% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $1,005,397 | -7.7% | 4,516 | -1.0% | 0.10% | -12.9% |
| LBRDK | Sell | LIBERTY BROADBAND CORP COM SER Cstock | $983,178 | -3.9% | 12,034 | -10.3% | 0.10% | -9.2% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $972,582 | +33.7% | 20,199 | +24.9% | 0.10% | +25.6% |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $913,080 | +13.1% | 9,725 | 0.0% | 0.09% | +7.0% | |
| SMMU | Sell | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $861,941 | -4.5% | 17,315 | -5.5% | 0.09% | -10.4% |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $836,041 | -44.9% | 20,165 | -45.6% | 0.08% | -48.1% |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $839,397 | -74.3% | 20,019 | -75.1% | 0.08% | -75.9% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $830,122 | +8.2% | 6,710 | +9.4% | 0.08% | +1.2% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $812,380 | +3.4% | 13,333 | -2.9% | 0.08% | -3.6% |
| CPT | CAMDEN PPTY TR SH BEN INTreit | $799,615 | -6.3% | 7,627 | 0.0% | 0.08% | -12.1% | |
| New | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $790,195 | – | 9,633 | +100.0% | 0.08% | – | |
| EMR | Sell | EMERSON ELEC CO COMstock | $779,119 | -10.3% | 8,941 | -1.1% | 0.08% | -16.1% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $758,513 | +3.4% | 19,222 | -0.7% | 0.08% | -2.6% |
| ABT | Sell | ABBOTT LABS COMstock | $749,932 | -8.1% | 7,406 | -0.4% | 0.08% | -13.8% |
| IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $745,934 | +57.4% | 8,403 | +44.6% | 0.08% | +47.1% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $734,166 | +116.5% | 3,873 | +109.6% | 0.07% | +105.6% |
| MMM | Sell | 3M CO COMstock | $724,006 | -16.0% | 6,888 | -4.2% | 0.07% | -20.7% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $729,273 | +26.9% | 13,364 | +23.3% | 0.07% | +19.7% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $723,023 | -4.3% | 8,729 | +1.0% | 0.07% | -11.1% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $703,632 | -4.3% | 8,481 | -0.9% | 0.07% | -9.0% |
| GSY | Sell | INVESCO ULTRA SHORT DURATION ETFetf | $701,840 | -7.6% | 14,150 | -7.8% | 0.07% | -13.6% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $683,093 | -54.1% | 8,473 | -55.8% | 0.07% | -57.2% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $668,950 | +6.7% | 19,600 | +3.1% | 0.07% | 0.0% |
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $670,691 | +9.1% | 9,800 | +4.2% | 0.07% | +1.5% |
| WRB | BERKLEY W R CORP COMstock | $671,972 | -14.2% | 10,793 | 0.0% | 0.07% | -20.2% | |
| LLY | Buy | LILLY ELI & CO COMstock | $660,893 | -4.4% | 1,924 | +1.9% | 0.07% | -10.8% |
| AGQ | PROSHARES ULTRA SILVERetf | $655,830 | -2.4% | 21,000 | 0.0% | 0.07% | -8.3% | |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $632,585 | +0.8% | 7,618 | +0.1% | 0.06% | -6.0% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $620,786 | +0.6% | 15,366 | -2.9% | 0.06% | -6.1% |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $611,568 | +23.1% | 358 | 0.0% | 0.06% | +15.1% | |
| LBRDA | Sell | LIBERTY BROADBAND CORP COM SER Astock | $596,520 | +7.2% | 7,264 | -1.0% | 0.06% | +1.7% |
| JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $600,935 | -6.9% | 9,979 | -1.1% | 0.06% | -13.0% |
| GM | GENERAL MTRS CO COMstock | $575,216 | +9.0% | 15,682 | 0.0% | 0.06% | +3.6% | |
| REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $580,921 | +3.4% | 707 | -9.2% | 0.06% | -3.3% |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETFetf | $581,735 | +3.6% | 7,700 | 0.0% | 0.06% | -3.3% | |
| CPRT | Buy | COPART INC COMstock | $566,632 | +48.6% | 7,534 | +20.3% | 0.06% | +39.0% |
| INTC | Sell | INTEL CORP COMstock | $564,647 | +10.9% | 17,283 | -10.3% | 0.06% | +5.6% |
| CI | Buy | THE CIGNA GROUP COMstock | $543,768 | -20.6% | 2,128 | +3.0% | 0.06% | -24.7% |
| EQIX | Sell | EQUINIX INC COMreit | $548,711 | +7.3% | 761 | -2.6% | 0.06% | 0.0% |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $538,789 | -2.5% | 5,107 | 0.0% | 0.05% | -8.5% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $540,990 | +3.5% | 4,127 | +11.2% | 0.05% | -3.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $510,029 | +25.4% | 5,483 | +0.5% | 0.05% | +18.6% |
| TDG | TRANSDIGM GROUP INC COMstock | $489,401 | +17.1% | 664 | 0.0% | 0.05% | +8.9% | |
| LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $476,668 | +4.9% | 23,389 | 0.0% | 0.05% | 0.0% | |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $479,719 | -7.2% | 7,087 | -3.3% | 0.05% | -12.7% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $482,108 | +62.2% | 3,925 | +28.6% | 0.05% | +50.0% |
| BAC | Sell | BANK AMERICA CORP COMstock | $480,155 | -14.2% | 16,789 | -0.7% | 0.05% | -20.0% |
| PIO | INVESCO GLOBAL WATER ETFetf | $477,792 | +7.1% | 13,659 | 0.0% | 0.05% | 0.0% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $476,973 | +6.7% | 8,920 | 0.0% | 0.05% | 0.0% | |
| IRT | Buy | INDEPENDENCE RLTY TR INC COMreit | $470,865 | +1.3% | 29,374 | +6.5% | 0.05% | -6.0% |
| VZ | Sell | VERIZONstock | $462,028 | -2.5% | 11,880 | -1.2% | 0.05% | -9.8% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $459,829 | +11.7% | 1,882 | -2.1% | 0.05% | +4.5% |
| TSLA | Buy | TESLA INC COMstock | $417,410 | +79.2% | 2,012 | +6.4% | 0.04% | +68.0% |
| QCOM | QUALCOMM INC COMstock | $407,746 | +16.0% | 3,196 | 0.0% | 0.04% | +10.8% | |
| TXN | Sell | TEXAS INSTRS INC COMstock | $412,942 | +11.0% | 2,220 | -1.4% | 0.04% | +2.5% |
| FISV | Buy | FISERV INC COMstock | $411,090 | +16.4% | 3,637 | +4.1% | 0.04% | +7.9% |
| CAT | Sell | CATERPILLAR INC COMstock | $397,385 | -5.5% | 1,737 | -1.1% | 0.04% | -11.1% |
| IDXX | Buy | IDEXX LABS INC COMstock | $396,063 | +23.0% | 792 | +0.4% | 0.04% | +17.6% |
| VUG | VANGUARD GROWTH ETFetf | $392,619 | +17.0% | 1,574 | 0.0% | 0.04% | +8.3% | |
| BSCP | Sell | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $388,565 | -0.6% | 19,160 | -1.3% | 0.04% | -7.1% |
| KMB | KIMBERLY-CLARK CORP COMstock | $391,963 | -1.1% | 2,920 | 0.0% | 0.04% | -7.1% | |
| IAC | New | IAC INC COM NEWstock | $380,344 | – | 7,371 | +100.0% | 0.04% | – |
| NVS | NOVARTIS AG SPONSORED ADRadr | $382,076 | +1.4% | 4,153 | 0.0% | 0.04% | -5.0% | |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $376,215 | +4.5% | 5,260 | -4.1% | 0.04% | 0.0% |
| DE | DEERE & CO COMstock | $378,611 | -3.7% | 917 | 0.0% | 0.04% | -9.5% | |
| ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $382,101 | -36.8% | 7,604 | -37.1% | 0.04% | -41.5% |
| AVGO | Buy | BROADCOM INC COMstock | $372,735 | +15.7% | 581 | +0.9% | 0.04% | +8.8% |
| NSC | NORFOLK SOUTHN CORP COMstock | $372,908 | -14.0% | 1,759 | 0.0% | 0.04% | -19.6% | |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $373,928 | +20.4% | 5,884 | +11.0% | 0.04% | +12.1% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $360,321 | -22.7% | 935 | -32.5% | 0.04% | -28.0% |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $357,962 | -7.5% | 5,976 | 0.0% | 0.04% | -12.2% | |
| GWW | Sell | GRAINGER W W INC COMstock | $354,737 | +10.9% | 515 | -10.4% | 0.04% | +5.9% |
| AXON | Sell | AXON ENTERPRISE INC COMstock | $351,665 | +33.8% | 1,564 | -1.3% | 0.04% | +25.0% |
| PWR | Sell | QUANTA SVCS INC COMstock | $349,777 | +16.9% | 2,099 | -0.0% | 0.04% | +9.4% |
| CNRG | Buy | SPDR S&P KENSHO CLEAN POWER ETFetf | $345,886 | +17.5% | 3,990 | +11.1% | 0.04% | +12.9% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $344,108 | +1.1% | 2,260 | +0.7% | 0.04% | -2.8% |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $343,791 | -5.6% | 2,129 | 0.0% | 0.03% | -12.8% | |
| FDX | Sell | FEDEX CORP COMstock | $326,741 | +24.9% | 1,430 | -5.3% | 0.03% | +17.9% |
| AMP | AMERIPRISE FINL INC COMstock | $328,875 | -1.6% | 1,073 | 0.0% | 0.03% | -8.3% | |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $329,604 | +7.8% | 5,970 | +1.0% | 0.03% | 0.0% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $317,353 | -10.7% | 9,871 | -5.0% | 0.03% | -15.8% |
| NOW | SERVICENOW INC COMstock | $320,192 | +19.7% | 689 | 0.0% | 0.03% | +10.3% | |
| ULTA | Buy | ULTA BEAUTY INC COMstock | $309,941 | +20.6% | 568 | +3.6% | 0.03% | +14.8% |
| BA | BOEING CO COMstock | $301,572 | +11.5% | 1,420 | 0.0% | 0.03% | +3.4% | |
| CSX | Sell | CSX CORP COMstock | $297,104 | -10.0% | 9,923 | -6.9% | 0.03% | -14.3% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $303,467 | +6.5% | 4,228 | +1.9% | 0.03% | 0.0% |
| BSCQ | Sell | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $284,871 | -3.0% | 14,868 | -4.2% | 0.03% | -6.5% |
| CDW | CDW CORP COMstock | $275,574 | +9.1% | 1,414 | 0.0% | 0.03% | +3.7% | |
| IEX | IDEX CORP COMstock | $280,470 | +1.2% | 1,214 | 0.0% | 0.03% | -6.7% | |
| STE | STERIS PLC SHS USDstock | $277,356 | +3.6% | 1,450 | 0.0% | 0.03% | -3.4% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $277,616 | +0.6% | 327 | 0.0% | 0.03% | -3.4% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $275,046 | +3.5% | 600 | 0.0% | 0.03% | 0.0% | |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $270,308 | +8.6% | 1,790 | -10.5% | 0.03% | 0.0% |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $265,517 | +7.1% | 929 | 0.0% | 0.03% | +3.8% | |
| HSY | HERSHEY CO COMstock | $267,131 | +9.9% | 1,050 | 0.0% | 0.03% | +3.8% | |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $269,226 | -6.2% | 2,791 | +0.2% | 0.03% | -12.9% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $266,635 | +32.4% | 2,260 | +2.3% | 0.03% | +28.6% |
| LMT | LOCKHEED MARTIN CORP COMstock | $257,638 | -2.8% | 545 | 0.0% | 0.03% | -7.1% | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $257,919 | +1.7% | 2,346 | 0.0% | 0.03% | -3.7% | |
| EOG | Buy | EOG RES INC COMstock | $263,305 | -10.3% | 2,297 | +1.3% | 0.03% | -16.1% |
| BSV | VANGUARD SHORT-TERM BOND ETFetf | $258,154 | +1.6% | 3,375 | 0.0% | 0.03% | -3.7% | |
| VO | VANGUARD MID-CAP ETFetf | $258,377 | +3.5% | 1,225 | 0.0% | 0.03% | -3.7% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $259,788 | +6.4% | 4,810 | +100.0% | 0.03% | 0.0% |
| GIS | GENERAL MLS INC COMstock | $245,014 | +1.9% | 2,867 | 0.0% | 0.02% | -3.8% | |
| MBCN | MIDDLEFIELD BANC CORP COM NEWstock | $250,790 | +2.2% | 8,952 | 0.0% | 0.02% | -3.8% | |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $245,707 | +1.7% | 2,356 | 0.0% | 0.02% | -3.8% | |
| POOL | Sell | POOL CORP COMstock | $253,063 | +6.8% | 739 | -5.7% | 0.02% | 0.0% |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $239,735 | +8.9% | 2,633 | 0.0% | 0.02% | +4.3% | |
| SHW | Sell | SHERWIN WILLIAMS CO COMstock | $243,426 | -16.1% | 1,083 | -11.4% | 0.02% | -22.6% |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $240,715 | +7.4% | 9,294 | 0.0% | 0.02% | 0.0% | |
| SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $238,974 | +0.0% | 3,644 | +0.7% | 0.02% | -4.0% |
| DOW | Buy | DOW INC COMstock | $237,042 | +14.3% | 4,324 | +5.1% | 0.02% | +9.1% |
| FICO | New | FAIR ISAAC CORP COMstock | $234,698 | – | 334 | +100.0% | 0.02% | – |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $243,914 | +16.5% | 4,670 | +5.3% | 0.02% | +9.1% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $239,414 | -7.9% | 5,035 | -9.0% | 0.02% | -14.3% |
| BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $239,923 | +12.4% | 12,428 | +10.6% | 0.02% | +4.3% |
| APD | AIR PRODS & CHEMS INC COMstock | $235,799 | -6.8% | 821 | 0.0% | 0.02% | -11.1% | |
| CCI | Buy | CROWN CASTLE INC COMreit | $230,205 | +4.8% | 1,720 | +6.2% | 0.02% | 0.0% |
| TYL | New | TYLER TECHNOLOGIES INC COMstock | $224,842 | – | 634 | +100.0% | 0.02% | – |
| MMC | Sell | MARSH & MCLENNAN COS INC COMstock | $229,173 | -1.6% | 1,376 | -2.2% | 0.02% | -8.0% |
| PANW | New | PALO ALTO NETWORKS INC COMstock | $230,500 | – | 1,154 | +100.0% | 0.02% | – |
| BX | New | BLACKSTONE INC COMstock | $233,215 | – | 2,655 | +100.0% | 0.02% | – |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $218,254 | -13.8% | 10,600 | -14.2% | 0.02% | -18.5% |
| ING | ING GROEP N.V. SPONSORED ADRadr | $223,192 | -2.5% | 18,803 | 0.0% | 0.02% | -8.3% | |
| DISH | New | DISH NETWORK CORPORATION CL Astock | $215,850 | – | 23,135 | +100.0% | 0.02% | – |
| Buy | AKILI INC COMMON STOCKstock | $219,408 | +68.3% | 137,130 | +17.8% | 0.02% | +57.1% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $221,405 | -6.3% | 3,177 | +1.9% | 0.02% | -12.0% |
| IYF | Buy | ISHARES U.S. FINANCIALS ETFetf | $204,528 | -4.9% | 2,875 | +0.9% | 0.02% | -8.7% |
| New | GSK PLC SPONSORED ADRadr | $208,463 | – | 5,859 | +100.0% | 0.02% | – | |
| VRSK | New | VERISK ANALYTICS INC COMstock | $212,389 | – | 1,107 | +100.0% | 0.02% | – |
| CRL | CHARLES RIV LABS INTL INC COMstock | $208,884 | -7.4% | 1,035 | 0.0% | 0.02% | -12.5% | |
| CTVA | Buy | CORTEVA INC COMstock | $211,628 | +4.5% | 3,509 | +1.8% | 0.02% | -4.5% |
| TSCO | Sell | TRACTOR SUPPLY CO COMstock | $207,487 | -3.2% | 883 | -7.3% | 0.02% | -8.7% |
| SO | Sell | SOUTHERN CO COMstock | $212,149 | -22.1% | 3,049 | -20.1% | 0.02% | -27.6% |
| ES | EVERSOURCE ENERGY COMstock | $206,763 | -6.7% | 2,642 | 0.0% | 0.02% | -12.5% | |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $209,996 | +5.5% | 11,105 | 0.0% | 0.02% | 0.0% | |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $203,875 | -15.0% | 8,315 | -17.9% | 0.02% | -23.1% |
| PM | PHILIP MORRIS INTL INC COMstock | $203,253 | -3.9% | 2,090 | 0.0% | 0.02% | -13.0% | |
| GMOLQ | GENERAL MOLY INC COMstock | $0 | – | 11,550 | 0.0% | 0.00% | – | |
| ETR | Exit | ENTERGY CORP NEW COMstock | $0 | – | -1,831 | -100.0% | -0.02% | – |
| RJF | Exit | RAYMOND JAMES FINL INC COMstock | $0 | – | -1,956 | -100.0% | -0.02% | – |
| TRMB | Exit | TRIMBLE INC COMstock | $0 | – | -4,658 | -100.0% | -0.02% | – |
| LPLA | Exit | LPL FINL HLDGS INC COMstock | $0 | – | -1,154 | -100.0% | -0.03% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC COMstock | $0 | – | -3,398 | -100.0% | -0.03% | – |
| TGT | Exit | TARGET CORP COMstock | $0 | – | -1,909 | -100.0% | -0.03% | – |
| VTEB | Exit | VANGUARD TAX-EXEMPT BOND ETFetf | $0 | – | -6,310 | -100.0% | -0.03% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP COMstock | $0 | – | -689 | -100.0% | -0.04% | – |
| MTB | Exit | M & T BK CORP COMstock | $0 | – | -3,398 | -100.0% | -0.05% | – |
| LIN | Exit | LINDE PLC SHSstock | $0 | – | -11,443 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.