YHB Investment Advisors

Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 955 positions in its portfolio as reported in the March 2024 quarterly 13F filing

YHB Investment Advisors has 955 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 5.7 $66M 157k 420.72
 View chart
Apple Stock (AAPL) 5.5 $63M 368k 171.48
 View chart
Amazon Stock (AMZN) 3.5 $40M 223k 180.38
 View chart
Costco Whsl Corp Stock (COST) 2.9 $34M 46k 732.63
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.8 $32M 76k 420.52
 View chart
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.4 $28M +423% 460k 60.74
 View chart
Thermo Fisher Scientific Stock (TMO) 2.4 $27M 47k 581.22
 View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $25M 166k 150.93
 View chart
Visa Inc Com Cl A Stock (V) 2.1 $24M 85k 279.08
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.0 $23M -2% 153k 152.26
 View chart
Ishares Core S&p Small Cap Etf Etf (IJR) 1.8 $21M +6% 191k 110.52
 View chart
Danaher Corporation Stock (DHR) 1.8 $21M 83k 249.72
 View chart
Nvidia Corporation Stock (NVDA) 1.8 $21M 23k 903.58
 View chart
Ecolab Stock (ECL) 1.5 $18M 76k 230.90
 View chart
Stryker Corporation Stock (SYK) 1.5 $17M 48k 357.87
 View chart
Spdr S&p 500 Etf Trust Etf (SPY) 1.3 $15M 30k 523.06
 View chart
Home Depot Stock (HD) 1.3 $15M 39k 383.60
 View chart
Unitedhealth Group Stock (UNH) 1.3 $15M -6% 29k 494.70
 View chart
United Rentals Stock (URI) 1.3 $15M 20k 721.11
 View chart
Pepsico Stock (PEP) 1.2 $14M 82k 175.01
 View chart
Intuit Stock (INTU) 1.2 $14M 22k 649.99
 View chart
Amgen Stock (AMGN) 1.1 $12M 43k 284.32
 View chart
Lam Research Corp Stock (LRCX) 1.0 $11M -2% 12k 971.61
 View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.9 $11M +9% 113k 92.72
 View chart
Aon Plc Shs Cl A Stock (AON) 0.9 $10M -7% 30k 333.72
 View chart
Mcdonalds Corp Stock (MCD) 0.9 $9.9M 35k 281.95
 View chart
Ishares Russell 1000 Etf Etf (IWB) 0.8 $9.7M +3% 34k 288.03
 View chart
Oracle Corp Stock (ORCL) 0.8 $9.4M -2% 74k 125.61
 View chart
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $9.2M 18k 525.73
 View chart
Intuitive Surgical Stock (ISRG) 0.8 $9.1M 23k 399.09
 View chart
Union Pac Corp Stock (UNP) 0.8 $9.1M 37k 245.93
 View chart
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $9.1M -5% 107k 84.44
 View chart
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $9.0M -6% 112k 80.63
 View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.8 $9.0M +15% 100k 89.90
 View chart
Amphenol Corp New Cl A Stock (APH) 0.8 $8.8M 76k 115.35
 View chart
Johnson & Johnson Stock (JNJ) 0.8 $8.8M -8% 55k 158.19
 View chart
Tjx Cos Stock (TJX) 0.7 $8.4M 83k 101.42
 View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT) 0.7 $8.2M +9% 82k 100.54
 View chart
Eagle Capital Select Equity Etf Etf 0.7 $8.1M NEW 320k 25.23
 View chart
Jpmorgan Chase & Co Stock (JPM) 0.7 $7.9M +4% 39k 200.30
 View chart
Vanguard S&p 500 Etf Etf (VOO) 0.6 $7.3M +7% 15k 480.69
 View chart
Carlisle Cos Stock (CSL) 0.6 $7.2M 18k 391.86
 View chart
Nike Inc Cl B Stock (NKE) 0.6 $7.0M -2% 75k 93.98
 View chart
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $6.7M -2% 91k 74.22
 View chart
Meta Platforms Inc Cl A Stock (META) 0.6 $6.7M -10% 14k 485.58
 View chart
Ishares S&p 500 Value Etf Etf (IVE) 0.6 $6.5M -3% 35k 186.81
 View chart
Nextera Energy Stock (NEE) 0.6 $6.4M 100k 63.91
 View chart
Abbvie Stock (ABBV) 0.5 $6.3M 35k 182.10
 View chart
Procter And Gamble Stock (PG) 0.5 $6.2M 39k 162.25
 View chart
Honeywell Intl Stock (HON) 0.5 $5.5M -4% 27k 205.25
 View chart
Cme Group Stock (CME) 0.5 $5.4M 25k 215.29
 View chart
Yum Brands Stock (YUM) 0.5 $5.3M 38k 138.65
 View chart
Zoetis Inc Cl A Stock (ZTS) 0.5 $5.3M +2% 31k 169.21
 View chart
Walmart Stock (WMT) 0.5 $5.3M +188% 87k 60.17
 View chart
Salesforce Stock (CRM) 0.5 $5.2M +6% 17k 301.18
 View chart
Ishares Russell 2000 Etf Etf (IWM) 0.4 $5.1M -2% 24k 210.30
 View chart
Goldman Sachs Group Stock (GS) 0.4 $5.1M -5% 12k 417.69
 View chart
Cummins Stock (CMI) 0.4 $5.1M -2% 17k 294.65
 View chart
Church & Dwight Stock (CHD) 0.4 $5.0M 48k 104.31
 View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $4.9M +10% 138k 35.84
 View chart
Chevron Corp Stock (CVX) 0.4 $4.9M +2% 31k 157.74
 View chart
Paychex Stock (PAYX) 0.4 $4.9M -4% 40k 122.80
 View chart
Palo Alto Networks Stock (PANW) 0.4 $4.8M +4% 17k 284.13
 View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) 0.4 $4.8M +31% 95k 50.45
 View chart
Ge Aerospace Stock (GE) 0.4 $4.7M -17% 27k 175.53
 View chart
Linde Stock (LIN) 0.4 $4.7M 10k 464.32
 View chart
Rtx Corporation Stock (RTX) 0.4 $4.7M -19% 48k 97.53
 View chart
Woodward Stock (WWD) 0.4 $4.5M -4% 29k 154.12
 View chart
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $4.4M +5% 32k 136.05
 View chart
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $4.3M -9% 17k 252.31
 View chart
Morningstar Stock (MORN) 0.4 $4.3M 14k 308.37
 View chart
Fortinet Stock (FTNT) 0.4 $4.3M +7% 63k 68.31
 View chart
Aflac Stock (AFL) 0.4 $4.2M -2% 49k 85.86
 View chart
Shell Plc Spon Ads Adr (SHEL) 0.4 $4.2M -2% 63k 67.04
 View chart
Disney Stock (DIS) 0.4 $4.1M -7% 34k 122.36
 View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $4.0M 77k 51.60
 View chart
Fortive Corp Stock (FTV) 0.3 $3.9M -2% 45k 86.02
 View chart
Prologis Reit (PLD) 0.3 $3.8M 29k 130.22
 View chart
Netflix Stock (NFLX) 0.3 $3.7M -15% 6.0k 607.33
 View chart
Exxon Mobil Corp Stock (XOM) 0.3 $3.6M 31k 116.24
 View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.3 $3.4M -36% 44k 76.81
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.3 $3.3M -4% 77k 43.35
 View chart
Spdr Gold Shares Etf (GLD) 0.3 $3.3M 16k 205.72
 View chart
Ishares Msci Acwi Etf Etf (ACWI) 0.3 $3.2M -18% 29k 110.13
 View chart
Grainger W W Stock (GWW) 0.3 $3.2M +9% 3.2k 1017.30
 View chart
Servicenow Stock (NOW) 0.3 $3.2M +7% 4.2k 762.40
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.2M +2% 12k 259.90
 View chart
Elevance Health Stock (ELV) 0.3 $3.2M -7% 6.1k 518.54
 View chart
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $3.1M 45k 70.00
 View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $3.1M +2% 21k 148.44
 View chart
T-mobile Us Stock (TMUS) 0.3 $3.1M NEW 19k 163.22
 View chart
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $3.0M -2% 6.7k 444.01
 View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $2.8M +24% 71k 39.66
 View chart
Carrier Global Corporation Stock (CARR) 0.2 $2.7M +2% 47k 58.13
 View chart
Align Technology Stock (ALGN) 0.2 $2.7M -3% 8.1k 327.92
 View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $2.6M +10% 73k 36.19
 View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.5M -4% 34k 73.15
 View chart
Waste Mgmt Inc Del Stock (WM) 0.2 $2.5M 12k 213.15
 View chart
Becton Dickinson & Co Stock (BDX) 0.2 $2.5M -4% 9.9k 247.45
 View chart
Fastenal Stock (FAST) 0.2 $2.4M 31k 77.14
 View chart
Hilton Worldwide Hldgs Stock (HLT) 0.2 $2.4M -26% 11k 213.31
 View chart
Wells Fargo Stock (WFC) 0.2 $2.4M -12% 41k 57.96
 View chart
Blackrock Stock (BLK) 0.2 $2.4M 2.9k 833.70
 View chart
Capital One Finl Corp Stock (COF) 0.2 $2.3M -7% 16k 148.89
 View chart
L3harris Technologies Stock (LHX) 0.2 $2.3M -4% 11k 213.10
 View chart
Otis Worldwide Corp Stock (OTIS) 0.2 $2.3M +7% 23k 99.27
 View chart
Lowes Cos Stock (LOW) 0.2 $2.3M 9.0k 254.73
 View chart
Autozone Stock (AZO) 0.2 $2.3M +4% 721.00 3151.65
 View chart
Phillips 66 Stock (PSX) 0.2 $2.2M +3% 13k 163.34
 View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $2.1M -2% 42k 51.28
 View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.1M 42k 50.74
 View chart
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $2.1M +536% 6.1k 346.61
 View chart
Vanguard Large-cap Etf Etf (VV) 0.2 $2.1M 8.7k 239.76
 View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $2.0M 26k 77.31
 View chart
Illinois Tool Wks Stock (ITW) 0.2 $2.0M 7.6k 268.35
 View chart
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $2.0M -2% 33k 61.05
 View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.2 $2.0M NEW 20k 100.71
 View chart
Kenvue Stock (KVUE) 0.2 $2.0M +21% 92k 21.46
 View chart
Citigroup Stock (C) 0.2 $2.0M 31k 63.24
 View chart
Morgan Stanley Stock (MS) 0.2 $1.9M 21k 94.16
 View chart
Aercap Holdings Nv Stock (AER) 0.2 $1.8M -13% 21k 86.91
 View chart
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.8M 3.7k 481.57
 View chart
Pfizer Stock (PFE) 0.2 $1.8M -6% 65k 27.75
 View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.8M -2% 17k 103.79
 View chart
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $1.8M 28k 62.06
 View chart
Ebay Stock (EBAY) 0.2 $1.7M -28% 33k 52.78
 View chart
Colgate Palmolive Stock (CL) 0.2 $1.7M -35% 19k 90.05
 View chart
Conocophillips Stock (COP) 0.1 $1.7M -14% 13k 127.28
 View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $1.7M +17% 29k 56.59
 View chart
Veralto Corp Stock (VLTO) 0.1 $1.6M +19% 18k 88.66
 View chart
Invesco Biotechnology & Genome Etf Etf (PBE) 0.1 $1.6M +8% 25k 64.72
 View chart
Alcon Ag Ord Stock (ALC) 0.1 $1.6M +26% 19k 83.14
 View chart
Yum China Hldgs Stock (YUMC) 0.1 $1.6M -26% 39k 39.79
 View chart
Merck & Co Stock (MRK) 0.1 $1.5M -3% 11k 131.95
 View chart
American Express Stock (AXP) 0.1 $1.4M 5.9k 227.69
 View chart
Cisco Sys Stock (CSCO) 0.1 $1.3M -16% 27k 49.91
 View chart
Eaton Corp Stock (ETN) 0.1 $1.3M +309% 4.2k 312.68
 View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.3M -9% 15k 87.23
 View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.3M -8% 14k 91.25
 View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $1.2M 40k 30.83
 View chart
Broadcom Stock (AVGO) 0.1 $1.2M +8% 933.00 1325.41
 View chart
Cvs Health Corp Stock (CVS) 0.1 $1.2M -2% 15k 79.76
 View chart
Bristol-myers Squibb Stock (BMY) 0.1 $1.2M -18% 21k 54.23
 View chart
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.1M 6.2k 182.61
 View chart
Transdigm Group Stock (TDG) 0.1 $1.1M +35% 898.00 1231.60
 View chart
Voya Financial Stock (VOYA) 0.1 $1.1M 15k 73.92
 View chart
Automatic Data Processing Stock (ADP) 0.1 $1.1M 4.2k 249.74
 View chart
Chipotle Mexican Grill Stock (CMG) 0.1 $1.0M 359.00 2906.77
 View chart
Lincoln Elec Hldgs Stock (LECO) 0.1 $1.0M 4.1k 255.44
 View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $1.0M +2% 8.8k 117.21
 View chart
Paypal Hldgs Stock (PYPL) 0.1 $966k -3% 14k 66.99
 View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $951k +70% 16k 61.53
 View chart
Berkley W R Corp Stock (WRB) 0.1 $950k 11k 88.44
 View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $881k 8.6k 102.28
 View chart
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $867k 3.0k 290.63
 View chart
Coca Cola Stock (KO) 0.1 $852k -11% 14k 61.18
 View chart
Applied Matls Stock (AMAT) 0.1 $812k 3.9k 206.23
 View chart
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $792k -2% 11k 73.29
 View chart
Abbott Labs Stock (ABT) 0.1 $779k -4% 6.8k 113.66
 View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $765k -11% 8.8k 87.29
 View chart
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $764k -8% 16k 49.24
 View chart
International Business Machs Stock (IBM) 0.1 $757k 4.0k 190.98
 View chart
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $750k 7.9k 94.41
 View chart
Invesco Global Water Etf Etf (PIO) 0.1 $718k +21% 17k 43.11
 View chart
The Cigna Group Stock (CI) 0.1 $717k 2.0k 363.19
 View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $701k 7.7k 90.99
 View chart
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $698k -3% 17k 41.08
 View chart
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $692k +2% 8.5k 81.43
 View chart
Sap Se Adr (SAP) 0.1 $691k -25% 3.5k 195.03
 View chart
Vanguard Small-cap Etf Etf (VB) 0.1 $689k -11% 3.0k 228.59
 View chart
Intel Corp Stock (INTC) 0.1 $681k -2% 15k 44.17
 View chart
Starbucks Corp Stock (SBUX) 0.1 $681k -15% 7.5k 91.39
 View chart
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $681k +8% 14k 49.89
 View chart
Vanguard Real Estate Etf Etf (VNQ) 0.1 $661k 7.6k 86.49
 View chart
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $656k -19% 6.3k 104.73
 View chart
Apollo Global Mgmt Stock (APO) 0.1 $655k +33% 5.8k 112.45
 View chart
Pimco Short Term Municipal Bond Active Exchange-traded Fund Pimco Short Ter Etf (SMMU) 0.1 $641k 13k 49.90
 View chart
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $633k 1.9k 337.05
 View chart
Bank America Corp Stock (BAC) 0.1 $632k -3% 17k 37.92
 View chart
Caterpillar Stock (CAT) 0.1 $621k 1.7k 366.33
 View chart
Ge Healthcare Technologies Stock (GEHC) 0.1 $598k 6.6k 90.91
 View chart
Vanguard Growth Etf Etf (VUG) 0.1 $593k +5% 1.7k 344.20
 View chart
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $589k 4.9k 120.99
 View chart
Emerson Elec Stock (EMR) 0.0 $566k 5.0k 113.42
 View chart
Occidental Pete Corp Stock (OXY) 0.0 $559k +117% 8.6k 64.99
 View chart
Regeneron Pharmaceuticals Stock (REGN) 0.0 $555k -8% 577.00 962.49
 View chart
Quanta Svcs Stock (PWR) 0.0 $548k 2.1k 259.80
 View chart
Spdr S&p Dividend Etf Etf (SDY) 0.0 $526k -23% 4.0k 131.25
 View chart
3M Stock (MMM) 0.0 $514k -8% 4.8k 106.07
 View chart
Sherwin Williams Stock (SHW) 0.0 $491k +9% 1.4k 347.33
 View chart
Eli Lilly & Co Stock (LLY) 0.0 $491k -3% 631.00 777.96
 View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $486k +28% 2.9k 169.37
 View chart
Equinix Reit (EQIX) 0.0 $484k -5% 586.00 825.33
 View chart
Adobe Stock (ADBE) 0.0 $479k 949.00 504.60
 View chart
Gilead Sciences Stock (GILD) 0.0 $477k -6% 6.5k 73.25
 View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $471k 8.0k 58.65
 View chart
American Tower Corp Reit (AMT) 0.0 $470k -12% 2.4k 197.59
 View chart
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $467k -3% 4.7k 98.40
 View chart
Essential Utils Stock (WTRG) 0.0 $463k -75% 13k 37.05
 View chart
Caseys Gen Stores Stock (CASY) 0.0 $457k +84% 1.4k 318.45
 View chart
Copart Stock (CPRT) 0.0 $455k 7.9k 57.92
 View chart
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $452k +16% 2.2k 208.24
 View chart
Ishares Msci Eafe Etf Etf (EFA) 0.0 $450k -2% 5.6k 79.86
 View chart
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $450k +15% 11k 42.12
 View chart
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $443k 2.5k 179.11
 View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.0 $439k 7.7k 57.23
 View chart
Norfolk Southn Corp Stock (NSC) 0.0 $438k 1.7k 254.87
 View chart
Edwards Lifesciences Corp Stock (EW) 0.0 $427k -46% 4.5k 95.56
 View chart
Fedex Corp Stock (FDX) 0.0 $407k 1.4k 289.74
 View chart
Novartis Adr (NVS) 0.0 $399k 4.1k 96.73
 View chart
Deere & Co Stock (DE) 0.0 $382k 931.00 410.74
 View chart
Texas Instrs Stock (TXN) 0.0 $382k 2.2k 174.21
 View chart
Kimberly-clark Corp Stock (KMB) 0.0 $380k 2.9k 129.36
 View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $377k -2% 19k 20.43
 View chart
Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $375k +73% 7.0k 53.80
 View chart
Tesla Stock (TSLA) 0.0 $371k 2.1k 175.79
 View chart
Cdw Corp Stock (CDW) 0.0 $367k 1.4k 255.78
 View chart
Toronto Dominion Bk Ont Stock (TD) 0.0 $363k 6.0k 60.38
 View chart
Qualcomm Stock (QCOM) 0.0 $359k 2.1k 169.30
 View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $348k +64% 6.7k 51.60
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $347k NEW 2.7k 128.40
 View chart
Mckesson Corp Stock (MCK) 0.0 $342k 637.00 536.85
 View chart
Csx Corp Stock (CSX) 0.0 $338k -5% 9.1k 37.07
 View chart
D R Horton Stock (DHI) 0.0 $330k 2.0k 164.55
 View chart
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $329k -30% 5.0k 65.65
 View chart
Hubbell Stock (HUBB) 0.0 $326k 785.00 415.05
 View chart
Ing Groep Adr (ING) 0.0 $318k 19k 16.49
 View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $310k 2.4k 130.73
 View chart
Vanguard Mid-cap Etf Etf (VO) 0.0 $306k 1.2k 249.86
 View chart
Blackstone Stock (BX) 0.0 $305k -3% 2.3k 131.37
 View chart
Element Solutions Stock (ESI) 0.0 $301k NEW 12k 24.98
 View chart
Dupont De Nemours Stock (DD) 0.0 $300k -5% 3.9k 76.67
 View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $299k 2.6k 114.14
 View chart
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.0 $298k 5.2k 57.12
 View chart
Fair Isaac Corp Stock (FICO) 0.0 $291k 233.00 1249.61
 View chart
Eog Res Stock (EOG) 0.0 $291k -5% 2.3k 127.84
 View chart
Monster Beverage Corp Stock (MNST) 0.0 $286k 4.8k 59.28
 View chart
Hartford Finl Svcs Group Stock (HIG) 0.0 $283k -5% 2.7k 103.05
 View chart
Verizon Stock (VZ) 0.0 $278k -17% 6.6k 41.96
 View chart
Oreilly Automotive Stock (ORLY) 0.0 $277k NEW 245.00 1128.88
 View chart
Advanced Micro Devices Stock (AMD) 0.0 $276k NEW 1.5k 180.49
 View chart
Tractor Supply Stock (TSCO) 0.0 $274k 1.0k 261.72
 View chart
Marsh & Mclennan Cos Stock (MMC) 0.0 $268k 1.3k 205.98
 View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $265k -3% 14k 19.21
 View chart
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $259k -7% 4.3k 60.30
 View chart
Charles Riv Labs Intl Stock (CRL) 0.0 $255k 941.00 270.95
 View chart
Hershey Stock (HSY) 0.0 $255k -3% 1.3k 194.50
 View chart
Dow Stock (DOW) 0.0 $251k -2% 4.3k 57.93
 View chart
Enterprise Prods Partners Stock (EPD) 0.0 $244k -4% 8.4k 29.18
 View chart
Waste Connections Stock (WCN) 0.0 $239k 1.4k 172.01
 View chart

Past Filings by YHB Investment Advisors

SEC 13F filings are viewable for YHB Investment Advisors going back to 2003

View all past filings