HoldingsChannel.com
All Stocks Held By YHB Investment Advisors Inc.
As of  12/31/2023, we find all stocks held by YHB Investment Advisors Inc. to be as follows, presented in the table below with each row detailing each YHB Investment Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-YHB Investment Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by YHB Investment Advisors Inc. as of the latest filing.

   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
CME GROUP INC COM 25,319 -40 $5,332
     CME25,319-40$5,332
YUM BRANDS INC COM 39,059 -41,023 $5,103
     YUM39,059-41,023$5,103
GOLDMAN SACHS GROUP INC COM 12,979 -3,416 $5,007
     GS12,979-3,416$5,007
ISHARES RUSSELL 2000 ETF (IWM) 24,843 -4,360 $4,986
     IWM24,843-4,360$4,986
RTX CORPORATION COM 59,219 -21,206 $4,983
     RTX59,219-21,206$4,983
PAYCHEX INC COM 41,604 -9,197 $4,955
     PAYX41,604-9,197$4,955
WALMART INC COM 30,325 -30,144 $4,781
     WMT30,325-30,144$4,781
MCCORMICK & CO INC COM NON VTG 69,856 -16,970 $4,780
     MKC69,856-16,970$4,780
PALO ALTO NETWORKS INC COM 16,176 -477 $4,770
     PANW16,176-477$4,770
CHURCH & DWIGHT CO INC COM 48,559 -2,712 $4,592
     CHD48,559-2,712$4,592
CHEVRON CORP NEW COM 30,542 +7,589 $4,556
     CVX30,542+7,589$4,556
MARRIOTT INTL INC NEW CL A 18,951 -5,231 $4,274
     MAR18,951-5,231$4,274
SALESFORCE INC COM 16,177 -475 $4,257
     CRM16,177-475$4,257
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 124,737 -10,385 $4,242
     SPDW124,737-10,385$4,242
SHELL PLC SPON ADS 64,310 -7,676 $4,232
     SHEL64,310-7,676$4,232
LINDE PLC SHS 10,275 -1,215 $4,220
     LIN10,275-1,215$4,220
CUMMINS INC COM 17,606 -637 $4,218
     CMI17,606-637$4,218
GENERAL ELECTRIC CO COM NEW 32,748 -13,684 $4,180
     GE32,748-13,684$4,180
AFLAC INC COM 50,295 -727 $4,149
     AFL50,295-727$4,149
WOODWARD INC COM 30,306 -39,272 $4,126
     WWD30,306-39,272$4,126
MORNINGSTAR INC COM 14,092 -4,426 $4,034
     MORN14,092-4,426$4,034
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 77,446 +2,249 $3,917
     IEMG77,446+2,249$3,917
PROLOGIS INC. COM 28,961 -6,808 $3,860
     PLD28,961-6,808$3,860
ISHARES MSCI ACWI ETF (ACWI) 36,175 UNCH $3,682
     ACWI36,175UNCH$3,682
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 72,400 -6,049 $3,637
     JPST72,400-6,049$3,637
COMCAST CORP NEW CL A 80,655 -10,796 $3,537
     CMCSA80,655-10,796$3,537
NETFLIX INC COM 7,138 -2,072 $3,475
     NFLX7,138-2,072$3,475
FORTINET INC COM 58,314 -312 $3,413
     FTNT58,314-312$3,413
FORTIVE CORP COM 46,090 -36,046 $3,394
     FTV46,090-36,046$3,394
DISNEY 36,345 -762 $3,282
     DIS36,345-762$3,282
MONDELEZ INTL INC CL A 44,205 -258 $3,202
     MDLZ44,205-258$3,202
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 30,669 +5,202 $3,190
     TSM30,669+5,202$3,190
SPDR GOLD SHARES (GLD) 16,301 -645 $3,116
     GLD16,301-645$3,116
ELEVANCE HEALTH INC COM 6,584 -1,044 $3,105
     ELV6,584-1,044$3,105
EXXON MOBIL CORP COM 30,880 -1,758 $3,087
     XOM30,880-1,758$3,087
VANGUARD TOTAL STOCK MARKET ETF (VTI) 11,991 -10,811 $2,845
     VTI11,991-10,811$2,845
INVESCO QQQ TRUST SERIES I 6,879 -149 $2,817
     QQQ6,879-149$2,817
HILTON WORLDWIDE HLDGS INC COM 15,363 -5,085 $2,797
     HLT15,363-5,085$2,797
SERVICENOW INC COM 3,943 -179 $2,786
     NOW3,943-179$2,786
BOOZ ALLEN HAMILTON HLDG CORP CL A 20,611 -100 $2,636
     BAH20,611-100$2,636
CARRIER GLOBAL CORPORATION COM 45,613 -95 $2,620
     CARR45,613-95$2,620
BECTON DICKINSON & CO COM 10,364 -650 $2,527
     BDX10,364-650$2,527
GRAINGER W W INC COM 2,905 +2,390 $2,407
     GWW2,905+2,390$2,407
L3HARRIS TECHNOLOGIES INC COM 11,394 -625 $2,400
     LHX11,394-625$2,400
COLGATE PALMOLIVE CO COM 29,770 -9,862 $2,373
     CL29,770-9,862$2,373
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 35,960 -1,161 $2,340
     SPYG35,960-1,161$2,340
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 65,727 -5,663 $2,327
     SPEM65,727-5,663$2,327
WELLS FARGO CO NEW COM 47,032 -108,421 $2,315
     WFC47,032-108,421$2,315
BLACKROCK INC COM 2,848 +46 $2,312
     BLK2,848+46$2,312
ALIGN TECHNOLOGY INC COM 8,370 -392 $2,293
     ALGN8,370-392$2,293
YUM CHINA HLDGS INC COM 53,431 -126,332 $2,267
     YUMC53,431-126,332$2,267
CAPITAL ONE FINL CORP COM 17,078 -5,191 $2,239
     COF17,078-5,191$2,239
ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) 43,040 +20,036 $2,207
     IGSB43,040+20,036$2,207
ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) 56,804 +3,042 $2,134
     IQLT56,804+3,042$2,134
JPMORGAN ULTRA SHORT MUNICIPAL INCOME ETF (JMST) 41,990 -17,926 $2,131
     JMST41,990-17,926$2,131
WASTE MGMT INC DEL COM 11,379 -10,891 $2,038
     WM11,379-10,891$2,038
FASTENAL CO COM 31,316 -13,340 $2,028
     FAST31,316-13,340$2,028
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 26,105 -1,030 $2,020
     VCSH26,105-1,030$2,020
EBAY INC. COM 46,221 -2,118 $2,016
     EBAY46,221-2,118$2,016
LOWES COS INC COM 9,013 +50 $2,006
     LOW9,013+50$2,006
ILLINOIS TOOL WKS INC COM 7,588 -372 $1,988
     ITW7,588-372$1,988
PFIZER INC COM 68,937 -6,612 $1,985
     PFE68,937-6,612$1,985
OTIS WORLDWIDE CORP COM 21,842 +110 $1,954
     OTIS21,842+110$1,954
MORGAN STANLEY COM NEW 20,544 -36,960 $1,916
     MS20,544-36,960$1,916
VANGUARD LARGE CAP ETF (VV) 8,740 -670 $1,907
     VV8,740-670$1,907
ESSENTIAL UTILS INC COM 50,881 -7,383 $1,900
     WTRG50,881-7,383$1,900
SCHWAB U.S. BROAD MARKET ETF (SCHB) 33,732 -3,344 $1,878
     SCHB33,732-3,344$1,878
CONOCOPHILLIPS COM 15,624 -6,749 $1,813
     COP15,624-6,749$1,813
AERCAP HOLDINGS NV SHS 24,097 -9,683 $1,791
     AER24,097-9,683$1,791
AUTOZONE INC COM 687 +16 $1,776
     AZO687+16$1,776
PHILLIPS 66 COM 12,814 +91 $1,706
     PSX12,814+91$1,706
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) 17,620 -2,649 $1,653
     GSLC17,620-2,649$1,653
KENVUE INC COM 75,730 +60,543 $1,630
     KVUE75,730+60,543$1,630
CISCO SYS INC COM 32,218 -280 $1,628
     CSCO32,218-280$1,628
MASTERCARD INCORPORATED CL A 3,804 +31 $1,622
     MA3,804+31$1,622
CITIGROUP INC COM NEW 30,897 -6,344 $1,589
     C30,897-6,344$1,589
SCHWAB U.S. LARGE CAP ETF (SCHX) 28,107 -611 $1,585
     SCHX28,107-611$1,585
INVESCO BIOTECHNOLOGY & GENOME ETF (PBE) 22,755 +200 $1,498
     PBE22,755+200$1,498
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF (EEMV) 24,965 +2,624 $1,388
     EEMV24,965+2,624$1,388
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 16,301 -437 $1,363
     SLYG16,301-437$1,363
BRISTOL MYERS SQUIBB CO COM 26,168 -518 $1,343
     BMY26,168-518$1,343
MERCK & CO INC COM 11,738 -38 $1,280
     MRK11,738-38$1,280
VERALTO CORP COM SHS 15,382 +15,382 $1,265
     VLTO15,382+15,382$1,265
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN) 40,331 UNCH $1,234
     FLRN40,331UNCH$1,234
CVS HEALTH CORP COM 15,372 -9,844 $1,214
     CVS15,372-9,844$1,214
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 15,112 -4,595 $1,197
     IJK15,112-4,595$1,197
ALCON AG ORD SHS 14,940 +840 $1,166
     ALC14,940+840$1,166
CHARTER COMMUNICATIONS INC NEW CL A 2,953 -922 $1,148
     CHTR2,953-922$1,148
AMERICAN EXPRESS CO COM 5,941 -1,296 $1,113
     AXP5,941-1,296$1,113
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 6,352 UNCH $1,082
     VIG6,352UNCH$1,082
VOYA FINANCIAL INC COM 14,632 -22,208 $1,068
     VOYA14,632-22,208$1,068
AUTOMATIC DATA PROCESSING INC COM 4,286 -150 $999
     ADP4,286-150$999
BROADCOM INC COM 863 +44 $963
     AVGO863+44$963
COCA COLA CO COM 15,754 -1,518 $928
     KO15,754-1,518$928
PAYPAL HLDGS INC COM 14,897 -52,385 $915
     PYPL14,897-52,385$915
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) 8,577 +289 $893
     IUSG8,577+289$893
LINCOLN ELEC HLDGS INC COM 4,069 -1,900 $885
     LECO4,069-1,900$885
STARBUCKS CORP COM 8,842 -471 $849
     SBUX8,842-471$849
COGNIZANT TECHNOLOGY SOLUTIONS CL A 11,107 -1,501 $839
     CTSH11,107-1,501$839
CHIPOTLE MEXICAN GRILL INC COM 359 UNCH $821
     CMG359UNCH$821
LYONDELLBASELL INDUSTRIES N V SHS A 8,617 -1,108 $819
     LYB8,617-1,108$819
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 7,760 +3,835 $818
     SUB7,760+3,835$818
INTEL CORP COM 15,870 -411 $797
     INTC15,870-411$797
SCHWAB U.S. SMALL CAP ETF (SCHA) 16,880 -2,744 $797
     SCHA16,880-2,744$797
ABBOTT LABS COM 7,181 -25 $790
     ABT7,181-25$790
BERKLEY W R CORP COM 10,743 -50 $760
     WRB10,743-50$760
SPDR S&P 400 MID CAP GROWTH ETF (MDYG) 9,952 -82 $753
     MDYG9,952-82$753
SAP SE SPON ADR 4,785 -338 $740
     SAP4,785-338$740
VANGUARD SMALL CAP ETF (VB) 3,387 UNCH $723
     VB3,387UNCH$723
ISHARES MSCI EMERGING MARKETS ETF (EEM) 17,602 -150 $708
     EEM17,602-150$708
SPDR BLACKSTONE SENIOR LOAN ETF (SRLN) 16,140 -800 $677
     SRLN16,140-800$677
TRANSDIGM GROUP INC COM 664 UNCH $672
     TDG664UNCH$672
VANGUARD REAL ESTATE ETF (VNQ) 7,593 +117 $671
     VNQ7,593+117$671
ENERGY SELECT SECTOR SPDR FUND (XLE) 7,835 +15 $657
     XLE7,835+15$657
SPDR S&P DIVIDEND ETF (SDY) 5,252 -1,310 $656
     SDY5,252-1,310$656
INTERNATIONAL BUSINESS MACHS COM 3,994 -4 $653
     IBM3,994-4$653
ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA) 7,700 UNCH $650
     EUSA7,700UNCH$650
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF (SMMU) 12,845 -790 $643
     SMMU12,845-790$643
EDWARDS LIFESCIENCES CORP COM 8,309 -26,688 $634
     EW8,309-26,688$634
APPLIED MATLS INC COM 3,908 UNCH $633
     AMAT3,908UNCH$633
INVESCO ULTRA SHORT DURATION ETF (GSY) 12,600 -1,100 $628
     GSY12,600-1,100$628
SCHWAB U.S. MID CAP ETF (SCHM) 8,314 -47,948 $626
     SCHM8,314-47,948$626
LIBERTY BROADBAND CORP COM SER C 7,670 -5,744 $618
     LBRDK7,670-5,744$618
THE CIGNA GROUP COM 2,005 -123 $600
     CI2,005-123$600
AMERICAN TOWER CORP NEW COM 2,704 -4,342 $584
     AMT2,704-4,342$584
BANK AMERICA CORP COM 17,329 +278 $583
     BAC17,329+278$583
3M CO COM 5,287 -957 $578
     MMM5,287-957$578
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 1,873 UNCH $568
     IWF1,873UNCH$568
ADOBE INC COM 949 +14 $566
     ADBE949+14$566
GILEAD SCIENCES INC COM 6,991 -1,350 $566
     GILD6,991-1,350$566
REGENERON PHARMACEUTICALS COM 633 -12 $556
     REGN633-12$556
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) 4,867 UNCH $543
     VYM4,867UNCH$543
JOHNSON CTLS INTL PLC SHS 9,394 UNCH $541
     JCI9,394UNCH$541
INVESCO GLOBAL WATER ETF (PIO) 13,659 UNCH $540
     PIO13,659UNCH$540
TESLA INC COM 2,088 +89 $519
     TSLA2,088+89$519
MEDTRONIC PLC SHS 6,220 -963 $512
     MDT6,220-963$512
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 6,575 -2,431 $508
     GEHC6,575-2,431$508
SPDR PORTFOLIO S&P 500 ETF (SPLG) 9,083 +1,291 $508
     SPLG9,083+1,291$508
VANGUARD GROWTH ETF (VUG) 1,634 UNCH $508
     VUG1,634UNCH$508
CATERPILLAR INC COM 1,692 +1 $500
     CAT1,692+1$500
EQUINIX INC COM 620 -36 $499
     EQIX620-36$499
EMERSON ELEC CO COM 5,091 -3,700 $496
     EMR5,091-3,700$496
CAMDEN PPTY TR SH BEN INT 4,903 -2,042 $487
     CPT4,903-2,042$487
QUANTA SVCS INC COM 2,110 +11 $455
     PWR2,110+11$455
UTILITIES SELECT SECTOR SPDR FUND (XLU) 7,183 +1,305 $455
     XLU7,183+1,305$455
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 8,031 +5 $451
     VEU8,031+5$451
ISHARES MSCI EAFE ETF (EFA) 5,766 -75 $434
     EFA5,766-75$434
LIBERTY BROADBAND CORP COM SER A 5,210 -456 $420
     LBRDA5,210-456$420
NOVARTIS AG SPONSORED ADR 4,123 UNCH $416
     NVS4,123UNCH$416
NORFOLK SOUTHN CORP COM 1,739 UNCH $411
     NSC1,739UNCH$411
ISHARES RUSSELL 1000 VALUE ETF (IWD) 2,471 UNCH $408
     IWD2,471UNCH$408
APOLLO GLOBAL MGMT INC COM 4,370 +4,370 $407
     APO4,370+4,370$407
SHERWIN WILLIAMS CO COM 1,297 +117 $405
     SHW1,297+117$405
TORONTO DOMINION BK ONT COM NEW 6,035 UNCH $390
     TD6,035UNCH$390
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF (BSCP) 19,023 -505 $389
     BSCP19,023-505$389
COPART INC COM 7,856 -6,092 $385
     CPRT7,856-6,092$385
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 9,377 -6,606 $385
     VWO9,377-6,606$385
ELI LILLY & CO COM 653 +44 $381
     LLY653+44$381
TEXAS INSTRS INC COM 2,195 +50 $374
     TXN2,195+50$374
DEERE & CO COM 931 +14 $372
     DE931+14$372
BLACKROCK ULTRA SHORT TERM BOND ETF (ICSH) 7,158 +7,158 $360
     ICSH7,158+7,158$360
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 1,857 UNCH $358
     XLK1,857UNCH$358
KIMBERLY CLARK CORP COM 2,933 UNCH $356
     KMB2,933UNCH$356
FEDEX CORP COM 1,405 -25 $355
     FDX1,405-25$355
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 2,225 +75 $351
     RSP2,225+75$351
BOEING CO COM 1,339 -25 $349
     BA1,339-25$349
FINANCIAL SELECT SECTOR SPDR FUND (XLF) 9,218 -4,115 $347
     XLF9,218-4,115$347
CSX CORP COM 9,689 UNCH $336
     CSX9,689UNCH$336
ACCENTURE PLC IRELAND SHS CLASS A 954 UNCH $335
     ACN954UNCH$335
CDW CORP COM 1,434 +20 $326
     CDW1,434+20$326
DUPONT DE NEMOURS INC COM 4,154 -115 $320
     DD4,154-115$320
BLACKSTONE INC COM 2,410 -30 $316
     BX2,410-30$316
QUALCOMM INC COM 2,120 -487 $307
     QCOM2,120-487$307
D R HORTON INC COM 2,007 UNCH $305
     DHI2,007UNCH$305
VERIZON 8,075 -13,098 $304
     VZ8,075-13,098$304
MCKESSON CORP COM 642 -3,025 $297
     MCK642-3,025$297
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 2,346 UNCH $294
     IJT2,346UNCH$294
EOG RES INC COM 2,402 UNCH $291
     EOG2,402UNCH$291
ING GROEP N.V. SPONSORED ADR 19,303 UNCH $290
     ING19,303UNCH$290
VANGUARD MID CAP ETF (VO) 1,225 UNCH $285
     VO1,225UNCH$285
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) 14,358 -395 $277
     BSCQ14,358-395$277
MONSTER BEVERAGE CORP NEW COM 4,816 +6 $277
     MNST4,816+6$277
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) 2,619 -4,834 $274
     IWP2,619-4,834$274
FAIR ISAAC CORP COM 233 -47 $271
     FICO233-47$271
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 4,650 -1,580 $270
     VXUS4,650-1,580$270
MIDDLEFIELD BANC CORP COM NEW 8,216 UNCH $266
     MBCN8,216UNCH$266
BELLRING BRANDS INC COMMON STOCK 4,780 +4,780 $265
     BRBR4,780+4,780$265
HUBBELL INC COM 795 UNCH $261
     HUBB795UNCH$261
HERSHEY CO COM 1,360 +100 $254
     HSY1,360+100$254
MARSH & MCLENNAN COS INC COM 1,326 -50 $251
     MMC1,326-50$251
DOW INC COM 4,454 +175 $244
     DOW4,454+175$244
EATON CORP PLC SHS 1,013 +1,013 $244
     ETN1,013+1,013$244
IDEXX LABS INC COM 436 -383 $242
     IDXX436-383$242
LOCKHEED MARTIN CORP COM 526 UNCH $238
     LMT526UNCH$238
OCCIDENTAL PETE CORP COM 3,964 +3,964 $237
     OXY3,964+3,964$237
HARTFORD FINL SVCS GROUP INC COM 2,917 -200 $234
     HIG2,917-200$234
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) 11,911 -960 $232
     BSCR11,911-960$232
ENTERPRISE PRODS PARTNERS L P COM 8,774 UNCH $231
     EPD8,774UNCH$231
TRACTOR SUPPLY CO COM 1,039 +1,039 $223
     TSCO1,039+1,039$223
CHARLES RIV LABS INTL INC COM 941 -101 $222
     CRL941-101$222
SPDR S&P MIDCAP 400 ETF TRUST (MDY) 435 -5 $221
     MDY435-5$221
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 5,933 +5,933 $219
     SCHF5,933+5,933$219
ISHARES CORE U.S. REIT ETF (USRT) 4,026 +4,026 $219
     USRT4,026+4,026$219
VANGUARD TAX EXEMPT BOND ETF (VTEB) 4,215 UNCH $215
     VTEB4,215UNCH$215
CASEYS GEN STORES INC COM 779 +779 $214
     CASY779+779$214
SPROTT PHYSICAL GOLD & SILVER TR UNIT 11,105 UNCH $213
     CEF11,105UNCH$213
ISHARES 5 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) 4,105 +4,105 $213
     IGIB4,105+4,105$213
SHOPIFY INC CL A 2,705 +2,705 $211
     SHOP2,705+2,705$211
DUKE ENERGY CORP NEW COM NEW 2,147 -550 $208
     DUK2,147-550$208
WASTE CONNECTIONS INC COM 1,391 +1,391 $208
     WCN1,391+1,391$208
SOUTHERN CO COM 2,949 -163 $207
     SO2,949-163$207
CARLYLE GROUP INC COM 4,965 +4,965 $202
     CG4,965+4,965$202
AKILI INC COMMON STOCK 105,930 -25,450 $52
     AKLI105,930-25,450$52
GENERAL MOLY INC COM 11,550 +0 $0
     Stock11,550UNCH$0
AIR PRODS & CHEMS INC COM $0 (exited)
     APD0-821$0
AXON ENTERPRISE INC COM $0 (exited)
     AXON0-1,564$0
SPDR BLOOMBERG 1 3 MONTH T BILL ETF $0 (exited)
     BIL0-6,544$0
VANGUARD SHORT TERM BOND ETF $0 (exited)
     BSV0-3,375$0
SPDR S&P KENSHO CLEAN POWER ETF $0 (exited)
     CNRG0-3,690$0
FISERV INC COM $0 (exited)
     FISV0-2,479$0
INTERCONTINENTAL EXCHANGE INC COM $0 (exited)
     ICE0-2,356$0
IDEX CORP COM $0 (exited)
     IEX0-1,214$0
INDEPENDENCE RLTY TR INC COM $0 (exited)
     IRT0-26,880$0
KEYSIGHT TECHNOLOGIES INC COM $0 (exited)
     KEYS0-1,922$0
LIBERTY GLOBAL PLC SHS CL C $0 (exited)
     LBTYK0-11,389$0
OREILLY AUTOMOTIVE INC COM $0 (exited)
     ORLY0-316$0
POOL CORP COM $0 (exited)
     POOL0-739$0
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND $0 (exited)
     QCLN0-4,757$0
ROPER TECHNOLOGIES INC COM $0 (exited)
     ROP0-449$0
STERIS PLC SHS USD $0 (exited)
     STE0-1,525$0
TYLER TECHNOLOGIES INC COM $0 (exited)
     TYL0-634$0
ULTA BEAUTY INC COM $0 (exited)
     ULTA0-501$0
VERISK ANALYTICS INC COM 0 -2,378 $0 (exited)
     VRSK0-2,378$0

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

EntityShares/Amount
Change
Position Value
Change
VLTO +15,382+$1,265
APO +4,370+$407
ICSH +7,158+$360
BRBR +4,780+$265
ETN +1,013+$244
OXY +3,964+$237
TSCO +1,039+$223
SCHF +5,933+$219
USRT +4,026+$219
CASY +779+$214
EntityShares/Amount
Change
Position Value
Change
BIL -6,544-$601
VRSK -2,378-$550
IRT -26,880-$378
STE -1,525-$335
AXON -1,564-$311
ORLY -316-$287
FISV -2,479-$280
POOL -739-$263
ICE -2,356-$259
KEYS -1,922-$254
EntityShares/Amount
Change
Position Value
Change
KVUE +60,543+$1,325
IGSB +20,036+$1,061
MOAT +15,424+$1,948
IJH +11,773+$5,376
CVX +7,589+$686
TSM +5,202+$977
SCHG +4,274+$1,364
SUB +3,835+$414
IQLT +3,042+$327
IJR +2,726+$2,746
EntityShares/Amount
Change
Position Value
Change
YUMC -126,332-$8,260
WFC -108,421-$4,182
V -98,952-$20,846
ZTS -57,820-$9,078
PYPL -52,385-$3,018
SCHM -47,948-$3,182
YUM -41,023-$5,446
WWD -39,272-$4,332
MS -36,960-$2,780
Size ($ 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

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