Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2024)

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About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.15 billion in total holdings as of March 31, 2024.
Yhb Investment Advisors, Inc. owns shares of 955 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 7.41% of the portfolio was purchased this quarter.
About 2.74% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 264 new stocks and bought additional shares in 86 stocks.
Yhb Investment Advisors, Inc. sold shares of 143 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $65,831,565
Apple: $63,043,077
Amazon.com: $40,182,170
Costco Wholesale: $33,669,393
Berkshire Hathaway: $32,084,835

Largest New Holdings this Quarter

EAGLE CAPITAL SELECT EQUITY ETF: $8,063,422 Holding
T-Mobile US: $3,086,653 Holding
iShares 0-3 Month Treasury Bond ETF: $2,005,539 Holding
Novo Nordisk A/S: $346,680 Holding
Element Solutions: $300,709 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 371,821 shares (about $22.58M)
EAGLE CAPITAL SELECT EQUITY ETF: 319,608 shares (about $8.06M)
Walmart: 57,054 shares (about $3.43M)
T-Mobile US: 18,911 shares (about $3.09M)
iShares 0-3 Month Treasury Bond ETF: 19,914 shares (about $2.01M)

Largest Sales this Quarter

McCormick & Company, Incorporated: 25,645 shares (about $1.97M)
Essential Utilities: 38,385 shares (about $1.42M)
Microsoft: 3,096 shares (about $1.30M)
RTX: 11,334 shares (about $1.11M)
General Electric: 5,739 shares (about $1.01M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$65,831,565	$1,302,546 ▼	-1.9%	156,474	5.7%	Computer and Technology
AAPL Apple	$63,043,077	$728,790 ▼	-1.1%	367,641	5.5%	Computer and Technology
AMZN Amazon.com	$40,182,170	$496,767 ▼	-1.2%	222,764	3.5%	Retail/Wholesale
COST Costco Wholesale	$33,669,393	$94,509 ▼	-0.3%	45,957	2.9%	Retail/Wholesale
BRK.B Berkshire Hathaway	$32,084,835	$216,147 ▼	-0.7%	76,298	2.8%	Finance
IJH iShares Core S&P Mid-Cap ETF	$27,916,817	$22,584,395 ▲	423.5%	459,612	2.4%	ETF
TMO Thermo Fisher Scientific	$27,310,179	$501,589 ▼	-1.8%	46,988	2.4%	Medical
GOOGL Alphabet	$24,996,725	$435,735 ▼	-1.7%	165,618	2.2%	Computer and Technology
V Visa	$23,777,718	$186,147 ▼	-0.8%	85,200	2.1%	Business Services
GOOG Alphabet	$23,223,457	$517,227 ▼	-2.2%	152,525	2.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$21,061,895	$1,306,456 ▲	6.6%	190,571	1.8%	ETF
DHR Danaher	$20,654,994	$43,451 ▲	0.2%	82,713	1.8%	Multi-Sector Conglomerates
NVDA NVIDIA	$20,555,429	$262,037 ▲	1.3%	22,749	1.8%	Computer and Technology
ECL Ecolab	$17,646,469	$142,696 ▼	-0.8%	76,425	1.5%	Basic Materials
SYK Stryker	$17,109,069	$222,595 ▼	-1.3%	47,808	1.5%	Medical
SPY SPDR S&P 500 ETF Trust	$15,430,383	$219,164 ▼	-1.4%	29,500	1.3%	Finance
HD Home Depot	$14,922,669	$115,463 ▲	0.8%	38,902	1.3%	Retail/Wholesale
UNH UnitedHealth Group	$14,494,085	$975,540 ▼	-6.3%	29,299	1.3%	Medical
URI United Rentals	$14,492,148	$292,771 ▼	-2.0%	20,097	1.3%	Construction
PEP PepsiCo	$14,337,920	$71,929 ▲	0.5%	81,926	1.2%	Consumer Staples
INTU Intuit	$13,992,312	$105,948 ▼	-0.8%	21,527	1.2%	Computer and Technology
AMGN Amgen	$12,304,812	$101,502 ▲	0.8%	43,278	1.1%	Medical
LRCX Lam Research	$11,442,637	$270,107 ▼	-2.3%	11,777	1.0%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$10,467,365	$926,645 ▲	9.7%	112,892	0.9%	ETF
AON AON	$10,027,619	$780,905 ▼	-7.2%	30,048	0.9%	Finance
MCD McDonald's	$9,863,462	$19,455 ▲	0.2%	34,983	0.9%	Retail/Wholesale
IWB iShares Russell 1000 ETF	$9,688,810	$332,965 ▲	3.6%	33,638	0.8%	ETF
ORCL Oracle	$9,351,430	$229,113 ▼	-2.4%	74,448	0.8%	Computer and Technology
IVV iShares Core S&P 500 ETF	$9,218,676	$80,437 ▲	0.9%	17,535	0.8%	ETF
ISRG Intuitive Surgical	$9,124,395	$23,945 ▲	0.3%	22,863	0.8%	Medical
UNP Union Pacific	$9,117,117	$38,611 ▲	0.4%	37,072	0.8%	Transportation
IVW iShares S&P 500 Growth ETF	$9,069,695	$530,790 ▼	-5.5%	107,410	0.8%	ETF
SCHD Schwab US Dividend Equity ETF	$9,004,781	$657,378 ▼	-6.8%	111,680	0.8%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$8,962,311	$1,209,065 ▲	15.6%	99,692	0.8%	ETF
APH Amphenol	$8,769,484	$62,058 ▼	-0.7%	76,025	0.8%	Computer and Technology
JNJ Johnson & Johnson	$8,755,022	$799,967 ▼	-8.4%	55,345	0.8%	Medical
TJX TJX Companies	$8,388,043	$61,258 ▲	0.7%	82,706	0.7%	Retail/Wholesale
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$8,234,108	$725,897 ▲	9.7%	81,899	0.7%	ETF
EAGLE CAPITAL SELECT EQUITY ETF	$8,063,422	$8,063,422 ▲	New Holding	319,608	0.7%	ETF
JPM JPMorgan Chase & Co.	$7,858,160	$320,079 ▲	4.2%	39,232	0.7%	Finance
VOO Vanguard S&P 500 ETF	$7,316,170	$527,322 ▲	7.8%	15,220	0.6%	ETF
CSL Carlisle Companies	$7,167,905	$134,016 ▲	1.9%	18,292	0.6%	Multi-Sector Conglomerates
NKE NIKE	$7,017,393	$149,898 ▼	-2.1%	74,669	0.6%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$6,748,082	$202,324 ▼	-2.9%	90,920	0.6%	ETF
META Meta Platforms	$6,694,691	$795,380 ▼	-10.6%	13,787	0.6%	Computer and Technology
IVE iShares S&P 500 Value ETF	$6,465,477	$240,237 ▼	-3.6%	34,610	0.6%	ETF
NEE NextEra Energy	$6,367,652	$104,684 ▲	1.7%	99,635	0.6%	Utilities
ABBV AbbVie	$6,300,842	$126,195 ▼	-2.0%	34,601	0.5%	Medical
PG Procter & Gamble	$6,241,282	$30,016 ▼	-0.5%	38,467	0.5%	Consumer Staples
HON Honeywell International	$5,488,494	$244,448 ▼	-4.3%	26,741	0.5%	Multi-Sector Conglomerates
CME CME Group	$5,411,338	$39,614 ▼	-0.7%	25,135	0.5%	Finance
YUM Yum! Brands	$5,328,988	$86,517 ▼	-1.6%	38,435	0.5%	Retail/Wholesale
ZTS Zoetis	$5,269,897	$117,432 ▲	2.3%	31,144	0.5%	Medical
WMT Walmart	$5,257,575	$3,432,926 ▲	188.1%	87,379	0.5%	Retail/Wholesale
CRM Salesforce	$5,207,402	$335,213 ▲	6.9%	17,290	0.5%	Computer and Technology
IWM iShares Russell 2000 ETF	$5,113,234	$111,249 ▼	-2.1%	24,314	0.4%	Finance
GS The Goldman Sachs Group	$5,112,943	$308,255 ▼	-5.7%	12,241	0.4%	Finance
CMI Cummins	$5,067,642	$119,922 ▼	-2.3%	17,199	0.4%	Auto/Tires/Trucks
CHD Church & Dwight	$4,969,527	$95,652 ▼	-1.9%	47,642	0.4%	Consumer Staples
SPDW SPDR Portfolio Developed World ex-US ETF	$4,946,606	$476,027 ▲	10.6%	138,019	0.4%	ETF
CVX Chevron	$4,925,694	$108,051 ▲	2.2%	31,227	0.4%	Oils/Energy
PAYX Paychex	$4,884,002	$224,970 ▼	-4.4%	39,772	0.4%	Business Services
PANW Palo Alto Networks	$4,815,435	$219,348 ▲	4.8%	16,948	0.4%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$4,809,550	$1,156,970 ▲	31.7%	95,333	0.4%	ETF
GE General Electric	$4,740,890	$1,007,367 ▼	-17.5%	27,009	0.4%	Transportation
LINDE PLC SHS	$4,725,806	$45,039 ▼	-0.9%	10,178	0.4%	Stock
RTX RTX	$4,670,246	$1,105,410 ▼	-19.1%	47,885	0.4%	Aerospace
WWD Woodward	$4,470,246	$200,510 ▼	-4.3%	29,005	0.4%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$4,414,686	$242,169 ▲	5.8%	32,449	0.4%	Computer and Technology
MAR Marriott International	$4,343,012	$438,515 ▼	-9.2%	17,213	0.4%	Consumer Discretionary
MORN Morningstar	$4,328,590	$16,960 ▼	-0.4%	14,037	0.4%	Business Services
FTNT Fortinet	$4,277,231	$293,801 ▲	7.4%	62,615	0.4%	Computer and Technology
AFL Aflac	$4,213,809	$104,491 ▼	-2.4%	49,078	0.4%	Finance
SHEL Shell	$4,206,894	$104,448 ▼	-2.4%	62,752	0.4%	Oils/Energy
DIS Walt Disney	$4,118,712	$328,410 ▼	-7.4%	33,661	0.4%	Consumer Discretionary
IEMG iShares Core MSCI Emerging Markets ETF	$3,977,380	$18,834 ▼	-0.5%	77,081	0.3%	ETF
FTV Fortive	$3,856,132	$108,558 ▼	-2.7%	44,828	0.3%	Computer and Technology
PLD Prologis	$3,793,699	$22,398 ▲	0.6%	29,133	0.3%	Finance
NFLX Netflix	$3,655,519	$679,602 ▼	-15.7%	6,019	0.3%	Consumer Discretionary
XOM Exxon Mobil	$3,593,599	$4,068 ▲	0.1%	30,915	0.3%	Oils/Energy
MKC McCormick & Company, Incorporated	$3,395,871	$1,969,806 ▼	-36.7%	44,211	0.3%	Consumer Staples
CMCSA Comcast	$3,338,990	$157,404 ▼	-4.5%	77,024	0.3%	Consumer Discretionary
GLD SPDR Gold Shares	$3,286,583	$66,859 ▼	-2.0%	15,976	0.3%	Finance
ACWI iShares MSCI ACWI ETF	$3,240,575	$743,377 ▼	-18.7%	29,425	0.3%	Manufacturing
GWW W.W. Grainger	$3,235,014	$279,758 ▲	9.5%	3,180	0.3%	Industrial Products
NOW ServiceNow	$3,218,090	$211,947 ▲	7.1%	4,221	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,193,925	$77,451 ▲	2.5%	12,289	0.3%	ETF
ELV Elevance Health	$3,151,168	$262,900 ▼	-7.7%	6,077	0.3%	Medical
MDLZ Mondelez International	$3,134,461	$40,110 ▲	1.3%	44,778	0.3%	Consumer Staples
BAH Booz Allen Hamilton	$3,133,420	$73,923 ▲	2.4%	21,109	0.3%	Business Services
TMUS T-Mobile US	$3,086,653	$3,086,653 ▲	New Holding	18,911	0.3%	Computer and Technology
QQQ Invesco QQQ	$2,984,191	$70,154 ▼	-2.3%	6,721	0.3%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$2,797,260	$544,413 ▲	24.2%	70,531	0.2%	ETF
CARR Carrier Global	$2,710,476	$59,002 ▲	2.2%	46,628	0.2%	Computer and Technology
ALGN Align Technology	$2,659,431	$85,259 ▼	-3.1%	8,110	0.2%	Medical
SPEM SPDR Portfolio Emerging Markets ETF	$2,623,962	$245,296 ▲	10.3%	72,505	0.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,505,095	$125,379 ▼	-4.8%	34,246	0.2%	ETF
WM Waste Management	$2,464,867	$39,433 ▲	1.6%	11,564	0.2%	Business Services
BDX Becton, Dickinson and Company	$2,450,992	$113,580 ▼	-4.4%	9,905	0.2%	Medical
FAST Fastenal	$2,413,402	$2,314 ▼	-0.1%	31,286	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2024)

About Yhb Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2024)

About Yhb Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYhb Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information