Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC COM | 371,891 | -24,473 | $71,600 |
AAPL | 371,891 | -24,473 | $71,600 |
MICROSOFT CORP COM | 159,570 | -10,334 | $60,005 |
MSFT | 159,570 | -10,334 | $60,005 |
AMAZON COM INC COM | 225,518 | -18,467 | $34,265 |
AMZN | 225,518 | -18,467 | $34,265 |
COSTCO WHSL CORP NEW COM | 46,086 | -2,985 | $30,421 |
COST | 46,086 | -2,985 | $30,421 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | $27,396 | ||
BRK.B | 76,812 | -2,111 | $27,396 |
THERMO FISHER SCIENTIFIC INC COM | 47,851 | -2,808 | $25,399 |
TMO | 47,851 | -2,808 | $25,399 |
ISHARES CORE S&P MID CAP ETF (IJH) | 87,791 | +11,773 | $24,331 |
IJH | 87,791 | +11,773 | $24,331 |
ALPHABET INC CAP STK CL A | 168,505 | -10,524 | $23,538 |
GOOGL | 168,505 | -10,524 | $23,538 |
VISA INC COM CL A | 85,867 | -98,952 | $22,356 |
V | 85,867 | -98,952 | $22,356 |
ALPHABET INC CAP STK CL C | 155,922 | -23,180 | $21,974 |
GOOG | 155,922 | -23,180 | $21,974 |
ISHARES CORE S&P SMALL CAP ETF (IJR) | 178,750 | +2,726 | $19,350 |
IJR | 178,750 | +2,726 | $19,350 |
DANAHER CORPORATION COM | 82,539 | -6,082 | $19,094 |
DHR | 82,539 | -6,082 | $19,094 |
UNITEDHEALTH GROUP INC COM | 31,271 | -3,743 | $16,463 |
UNH | 31,271 | -3,743 | $16,463 |
ECOLAB INC COM | 77,043 | -5,960 | $15,281 |
ECL | 77,043 | -5,960 | $15,281 |
STRYKER CORPORATION COM | 48,430 | -3,045 | $14,503 |
SYK | 48,430 | -3,045 | $14,503 |
SPDR S&P 500 ETF TRUST (SPY) | 29,919 | -257 | $14,221 |
SPY | 29,919 | -257 | $14,221 |
PEPSICO INC COM | 81,515 | -6,058 | $13,844 |
PEP | 81,515 | -6,058 | $13,844 |
INTUIT COM | 21,690 | -4,051 | $13,557 |
INTU | 21,690 | -4,051 | $13,557 |
HOME DEPOT INC COM | 38,601 | -2,750 | $13,377 |
HD | 38,601 | -2,750 | $13,377 |
AMGEN INC COM | 42,921 | -3,589 | $12,362 |
AMGN | 42,921 | -3,589 | $12,362 |
UNITED RENTALS INC COM | 20,503 | -3,845 | $11,757 |
URI | 20,503 | -3,845 | $11,757 |
NVIDIA CORPORATION COM | 22,459 | -1,189 | $11,122 |
NVDA | 22,459 | -1,189 | $11,122 |
MCDONALDS CORP COM | 34,914 | -2,740 | $10,352 |
MCD | 34,914 | -2,740 | $10,352 |
JOHNSON & JOHNSON COM | 60,402 | -4,310 | $9,467 |
JNJ | 60,402 | -4,310 | $9,467 |
LAM RESEARCH CORP COM | 12,055 | -2,565 | $9,442 |
LRCX | 12,055 | -2,565 | $9,442 |
AON PLC SHS CL A | 32,388 | -2,831 | $9,426 |
AON | 32,388 | -2,831 | $9,426 |
SCHWAB US DIVIDEND EQUITY ETF (SCHD) | 119,833 | -16,695 | $9,123 |
SCHD | 119,833 | -16,695 | $9,123 |
UNION PAC CORP COM | 36,915 | -3,822 | $9,067 |
UNP | 36,915 | -3,822 | $9,067 |
ISHARES S&P 500 GROWTH ETF (IVW) | 113,696 | -13,379 | $8,539 |
IVW | 113,696 | -13,379 | $8,539 |
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) | 102,898 | +4,274 | $8,536 |
SCHG | 102,898 | +4,274 | $8,536 |
ISHARES RUSSELL 1000 ETF (IWB) | 32,482 | +1,795 | $8,519 |
IWB | 32,482 | +1,795 | $8,519 |
ISHARES CORE S&P 500 ETF (IVV) | 17,382 | +149 | $8,302 |
IVV | 17,382 | +149 | $8,302 |
NIKE INC CL B | 76,264 | -8,921 | $8,280 |
NKE | 76,264 | -8,921 | $8,280 |
ORACLE CORP COM | 76,272 | -7,373 | $8,041 |
ORCL | 76,272 | -7,373 | $8,041 |
TJX COS INC NEW COM | 82,102 | -10,475 | $7,702 |
TJX | 82,102 | -10,475 | $7,702 |
INTUITIVE SURGICAL INC COM NEW | 22,803 | -5,960 | $7,693 |
ISRG | 22,803 | -5,960 | $7,693 |
AMPHENOL CORP NEW CL A | 76,563 | -3,113 | $7,590 |
APH | 76,563 | -3,113 | $7,590 |
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) | 74,679 | -3,779 | $7,452 |
MINT | 74,679 | -3,779 | $7,452 |
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | 86,243 | +15,424 | $7,319 |
MOAT | 86,243 | +15,424 | $7,319 |
ISHARES CORE MSCI EAFE ETF (IEFA) | 93,646 | +2,269 | $6,588 |
IEFA | 93,646 | +2,269 | $6,588 |
JPMORGAN CHASE & CO COM | 37,634 | +508 | $6,402 |
JPM | 37,634 | +508 | $6,402 |
ISHARES S&P 500 VALUE ETF (IVE) | 35,896 | -4,064 | $6,242 |
IVE | 35,896 | -4,064 | $6,242 |
VANGUARD S&P 500 ETF (VOO) | 14,123 | -83 | $6,169 |
VOO | 14,123 | -83 | $6,169 |
ZOETIS INC CL A | 30,450 | -57,820 | $6,010 |
ZTS | 30,450 | -57,820 | $6,010 |
NEXTERA ENERGY INC COM | 97,997 | -10,367 | $5,952 |
NEE | 97,997 | -10,367 | $5,952 |
HONEYWELL INTL INC COM | 27,932 | -3,660 | $5,858 |
HON | 27,932 | -3,660 | $5,858 |
PROCTER AND GAMBLE CO COM | 38,652 | -274 | $5,664 |
PG | 38,652 | -274 | $5,664 |
CARLISLE COS INC COM | 17,950 | +31 | $5,608 |
CSL | 17,950 | +31 | $5,608 |
ABBVIE INC COM | 35,294 | -2,405 | $5,470 |
ABBV | 35,294 | -2,405 | $5,470 |
META PLATFORMS INC CL A | 15,425 | -3,268 | $5,460 |
META | 15,425 | -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 |