$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.