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YHB Investment Advisors Inc. Top Holdings
As of  12/31/2023, below is a summary of the YHB Investment Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by YHB Investment Advisors Inc.. In the YHB Investment Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by YHB Investment Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the YHB Investment Advisors Inc. top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
APPLE INC COM 371,891 -24,473 $71,600
     AAPL371,891-24,473$71,600
MICROSOFT CORP COM 159,570 -10,334 $60,005
     MSFT159,570-10,334$60,005
AMAZON COM INC COM 225,518 -18,467 $34,265
     AMZN225,518-18,467$34,265
COSTCO WHSL CORP NEW COM 46,086 -2,985 $30,421
     COST46,086-2,985$30,421
BERKSHIRE HATHAWAY INC DEL CL B NEW      $27,396
     BRK.B76,812-2,111$27,396
THERMO FISHER SCIENTIFIC INC COM 47,851 -2,808 $25,399
     TMO47,851-2,808$25,399
ISHARES CORE S&P MID CAP ETF (IJH) 87,791 +11,773 $24,331
     IJH87,791+11,773$24,331
ALPHABET INC CAP STK CL A 168,505 -10,524 $23,538
     GOOGL168,505-10,524$23,538
VISA INC COM CL A 85,867 -98,952 $22,356
     V85,867-98,952$22,356
ALPHABET INC CAP STK CL C 155,922 -23,180 $21,974
     GOOG155,922-23,180$21,974
ISHARES CORE S&P SMALL CAP ETF (IJR) 178,750 +2,726 $19,350
     IJR178,750+2,726$19,350
DANAHER CORPORATION COM 82,539 -6,082 $19,094
     DHR82,539-6,082$19,094
UNITEDHEALTH GROUP INC COM 31,271 -3,743 $16,463
     UNH31,271-3,743$16,463
ECOLAB INC COM 77,043 -5,960 $15,281
     ECL77,043-5,960$15,281
STRYKER CORPORATION COM 48,430 -3,045 $14,503
     SYK48,430-3,045$14,503
SPDR S&P 500 ETF TRUST (SPY) 29,919 -257 $14,221
     SPY29,919-257$14,221
PEPSICO INC COM 81,515 -6,058 $13,844
     PEP81,515-6,058$13,844
INTUIT COM 21,690 -4,051 $13,557
     INTU21,690-4,051$13,557
HOME DEPOT INC COM 38,601 -2,750 $13,377
     HD38,601-2,750$13,377
AMGEN INC COM 42,921 -3,589 $12,362
     AMGN42,921-3,589$12,362
UNITED RENTALS INC COM 20,503 -3,845 $11,757
     URI20,503-3,845$11,757
NVIDIA CORPORATION COM 22,459 -1,189 $11,122
     NVDA22,459-1,189$11,122
MCDONALDS CORP COM 34,914 -2,740 $10,352
     MCD34,914-2,740$10,352
JOHNSON & JOHNSON COM 60,402 -4,310 $9,467
     JNJ60,402-4,310$9,467
LAM RESEARCH CORP COM 12,055 -2,565 $9,442
     LRCX12,055-2,565$9,442
AON PLC SHS CL A 32,388 -2,831 $9,426
     AON32,388-2,831$9,426
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 119,833 -16,695 $9,123
     SCHD119,833-16,695$9,123
UNION PAC CORP COM 36,915 -3,822 $9,067
     UNP36,915-3,822$9,067
ISHARES S&P 500 GROWTH ETF (IVW) 113,696 -13,379 $8,539
     IVW113,696-13,379$8,539
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 102,898 +4,274 $8,536
     SCHG102,898+4,274$8,536
ISHARES RUSSELL 1000 ETF (IWB) 32,482 +1,795 $8,519
     IWB32,482+1,795$8,519
ISHARES CORE S&P 500 ETF (IVV) 17,382 +149 $8,302
     IVV17,382+149$8,302
NIKE INC CL B 76,264 -8,921 $8,280
     NKE76,264-8,921$8,280
ORACLE CORP COM 76,272 -7,373 $8,041
     ORCL76,272-7,373$8,041
TJX COS INC NEW COM 82,102 -10,475 $7,702
     TJX82,102-10,475$7,702
INTUITIVE SURGICAL INC COM NEW 22,803 -5,960 $7,693
     ISRG22,803-5,960$7,693
AMPHENOL CORP NEW CL A 76,563 -3,113 $7,590
     APH76,563-3,113$7,590
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 74,679 -3,779 $7,452
     MINT74,679-3,779$7,452
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) 86,243 +15,424 $7,319
     MOAT86,243+15,424$7,319
ISHARES CORE MSCI EAFE ETF (IEFA) 93,646 +2,269 $6,588
     IEFA93,646+2,269$6,588
JPMORGAN CHASE & CO COM 37,634 +508 $6,402
     JPM37,634+508$6,402
ISHARES S&P 500 VALUE ETF (IVE) 35,896 -4,064 $6,242
     IVE35,896-4,064$6,242
VANGUARD S&P 500 ETF (VOO) 14,123 -83 $6,169
     VOO14,123-83$6,169
ZOETIS INC CL A 30,450 -57,820 $6,010
     ZTS30,450-57,820$6,010
NEXTERA ENERGY INC COM 97,997 -10,367 $5,952
     NEE97,997-10,367$5,952
HONEYWELL INTL INC COM 27,932 -3,660 $5,858
     HON27,932-3,660$5,858
PROCTER AND GAMBLE CO COM 38,652 -274 $5,664
     PG38,652-274$5,664
CARLISLE COS INC COM 17,950 +31 $5,608
     CSL17,950+31$5,608
ABBVIE INC COM 35,294 -2,405 $5,470
     ABBV35,294-2,405$5,470
META PLATFORMS INC CL A 15,425 -3,268 $5,460
     META15,425-3,268$5,460

See Full List: All Stocks Held By YHB Investment Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By YHB Investment Advisors Inc.

Size ($ in 1000's)
At 12/31/2023: $1,032,736
At 09/30/2023: $1,083,255

YHB Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from YHB Investment Advisors Inc. 13F filings. Link to 13F filings: SEC filings

YHB Investment Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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