$1.07 Billion is the total value of YHB Investment Advisors, Inc.'s 283 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSCO | Exit | TRACTOR SUPPLY CO COMstock | $0 | – | -883 | -100.0% | -0.02% | – |
| ES | Exit | EVERSOURCE ENERGY COMstock | $0 | – | -2,642 | -100.0% | -0.02% | – |
| IYF | Exit | ISHARES U.S. FINANCIALS ETFetf | $0 | – | -2,875 | -100.0% | -0.02% | – |
| DISH | Exit | DISH NETWORK CORPORATION CL Astock | $0 | – | -23,135 | -100.0% | -0.02% | – |
| BSCO | Exit | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $0 | – | -10,600 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE INC COMreit | $0 | – | -1,720 | -100.0% | -0.02% | – |
| SHM | Exit | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $0 | – | -5,035 | -100.0% | -0.02% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -2,260 | -100.0% | -0.03% | – |
| AMP | Exit | AMERIPRISE FINL INC COMstock | $0 | – | -1,073 | -100.0% | -0.03% | – |
| GM | Exit | GENERAL MTRS CO COMstock | $0 | – | -15,682 | -100.0% | -0.06% | – |
| HACK | Exit | ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUNDetf | $0 | – | -29,656 | -100.0% | -0.14% | – |
| ROBT | Exit | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $0 | – | -33,350 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.