Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2024) → Write this ticker symbol down… (From StocksToTrade) (Ad) About Yhb Investment Advisors, Inc.Investment ActivityYhb 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 $65,831,565Apple $63,043,077Amazon.com $40,182,170Costco Wholesale $33,669,393Berkshire Hathaway $32,084,835 Largest New Holdings this Quarter EAGLE CAPITAL SELECT EQUITY ETF $8,063,422 HoldingT-Mobile US $3,086,653 HoldingiShares 0-3 Month Treasury Bond ETF $2,005,539 HoldingNovo Nordisk A/S $346,680 HoldingElement 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 TimeMap of 500 Largest Holdings ofYhb Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$65,831,565$1,302,546 ▼-1.9%156,4745.7%Computer and TechnologyAAPLApple$63,043,077$728,790 ▼-1.1%367,6415.5%Computer and TechnologyAMZNAmazon.com$40,182,170$496,767 ▼-1.2%222,7643.5%Retail/WholesaleCOSTCostco Wholesale$33,669,393$94,509 ▼-0.3%45,9572.9%Retail/WholesaleBRK.BBerkshire Hathaway$32,084,835$216,147 ▼-0.7%76,2982.8%FinanceIJHiShares Core S&P Mid-Cap ETF$27,916,817$22,584,395 ▲423.5%459,6122.4%ETFTMOThermo Fisher Scientific$27,310,179$501,589 ▼-1.8%46,9882.4%MedicalGOOGLAlphabet$24,996,725$435,735 ▼-1.7%165,6182.2%Computer and TechnologyVVisa$23,777,718$186,147 ▼-0.8%85,2002.1%Business ServicesGOOGAlphabet$23,223,457$517,227 ▼-2.2%152,5252.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$21,061,895$1,306,456 ▲6.6%190,5711.8%ETFDHRDanaher$20,654,994$43,451 ▲0.2%82,7131.8%Multi-Sector ConglomeratesNVDANVIDIA$20,555,429$262,037 ▲1.3%22,7491.8%Computer and TechnologyECLEcolab$17,646,469$142,696 ▼-0.8%76,4251.5%Basic MaterialsSYKStryker$17,109,069$222,595 ▼-1.3%47,8081.5%MedicalSPYSPDR S&P 500 ETF Trust$15,430,383$219,164 ▼-1.4%29,5001.3%FinanceHDHome Depot$14,922,669$115,463 ▲0.8%38,9021.3%Retail/WholesaleUNHUnitedHealth Group$14,494,085$975,540 ▼-6.3%29,2991.3%MedicalURIUnited Rentals$14,492,148$292,771 ▼-2.0%20,0971.3%ConstructionPEPPepsiCo$14,337,920$71,929 ▲0.5%81,9261.2%Consumer StaplesINTUIntuit$13,992,312$105,948 ▼-0.8%21,5271.2%Computer and TechnologyAMGNAmgen$12,304,812$101,502 ▲0.8%43,2781.1%MedicalLRCXLam Research$11,442,637$270,107 ▼-2.3%11,7771.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$10,467,365$926,645 ▲9.7%112,8920.9%ETFAONAON$10,027,619$780,905 ▼-7.2%30,0480.9%FinanceMCDMcDonald's$9,863,462$19,455 ▲0.2%34,9830.9%Retail/WholesaleIWBiShares Russell 1000 ETF$9,688,810$332,965 ▲3.6%33,6380.8%ETFORCLOracle$9,351,430$229,113 ▼-2.4%74,4480.8%Computer and TechnologyIVViShares Core S&P 500 ETF$9,218,676$80,437 ▲0.9%17,5350.8%ETFISRGIntuitive Surgical$9,124,395$23,945 ▲0.3%22,8630.8%MedicalUNPUnion Pacific$9,117,117$38,611 ▲0.4%37,0720.8%TransportationIVWiShares S&P 500 Growth ETF$9,069,695$530,790 ▼-5.5%107,4100.8%ETFSCHDSchwab US Dividend Equity ETF$9,004,781$657,378 ▼-6.8%111,6800.8%ETFMOATVanEck Morningstar Wide Moat ETF$8,962,311$1,209,065 ▲15.6%99,6920.8%ETFAPHAmphenol$8,769,484$62,058 ▼-0.7%76,0250.8%Computer and TechnologyJNJJohnson & Johnson$8,755,022$799,967 ▼-8.4%55,3450.8%MedicalTJXTJX Companies$8,388,043$61,258 ▲0.7%82,7060.7%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,234,108$725,897 ▲9.7%81,8990.7%ETFEAGLE CAPITAL SELECT EQUITY ETF$8,063,422$8,063,422 ▲New Holding319,6080.7%ETFJPMJPMorgan Chase & Co.$7,858,160$320,079 ▲4.2%39,2320.7%FinanceVOOVanguard S&P 500 ETF$7,316,170$527,322 ▲7.8%15,2200.6%ETFCSLCarlisle Companies$7,167,905$134,016 ▲1.9%18,2920.6%Multi-Sector ConglomeratesNKENIKE$7,017,393$149,898 ▼-2.1%74,6690.6%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$6,748,082$202,324 ▼-2.9%90,9200.6%ETFMETAMeta Platforms$6,694,691$795,380 ▼-10.6%13,7870.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$6,465,477$240,237 ▼-3.6%34,6100.6%ETFNEENextEra Energy$6,367,652$104,684 ▲1.7%99,6350.6%UtilitiesABBVAbbVie$6,300,842$126,195 ▼-2.0%34,6010.5%MedicalPGProcter & Gamble$6,241,282$30,016 ▼-0.5%38,4670.5%Consumer StaplesHONHoneywell International$5,488,494$244,448 ▼-4.3%26,7410.5%Multi-Sector ConglomeratesCMECME Group$5,411,338$39,614 ▼-0.7%25,1350.5%FinanceYUMYum! Brands$5,328,988$86,517 ▼-1.6%38,4350.5%Retail/WholesaleZTSZoetis$5,269,897$117,432 ▲2.3%31,1440.5%MedicalWMTWalmart$5,257,575$3,432,926 ▲188.1%87,3790.5%Retail/WholesaleCRMSalesforce$5,207,402$335,213 ▲6.9%17,2900.5%Computer and TechnologyIWMiShares Russell 2000 ETF$5,113,234$111,249 ▼-2.1%24,3140.4%FinanceGSThe Goldman Sachs Group$5,112,943$308,255 ▼-5.7%12,2410.4%FinanceCMICummins$5,067,642$119,922 ▼-2.3%17,1990.4%Auto/Tires/TrucksCHDChurch & Dwight$4,969,527$95,652 ▼-1.9%47,6420.4%Consumer StaplesSPDWSPDR Portfolio Developed World ex-US ETF$4,946,606$476,027 ▲10.6%138,0190.4%ETFCVXChevron$4,925,694$108,051 ▲2.2%31,2270.4%Oils/EnergyPAYXPaychex$4,884,002$224,970 ▼-4.4%39,7720.4%Business ServicesPANWPalo Alto Networks$4,815,435$219,348 ▲4.8%16,9480.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$4,809,550$1,156,970 ▲31.7%95,3330.4%ETFGEGeneral Electric$4,740,890$1,007,367 ▼-17.5%27,0090.4%TransportationLINDE PLC SHS$4,725,806$45,039 ▼-0.9%10,1780.4%StockRTXRTX$4,670,246$1,105,410 ▼-19.1%47,8850.4%AerospaceWWDWoodward$4,470,246$200,510 ▼-4.3%29,0050.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,414,686$242,169 ▲5.8%32,4490.4%Computer and TechnologyMARMarriott International$4,343,012$438,515 ▼-9.2%17,2130.4%Consumer DiscretionaryMORNMorningstar$4,328,590$16,960 ▼-0.4%14,0370.4%Business ServicesFTNTFortinet$4,277,231$293,801 ▲7.4%62,6150.4%Computer and TechnologyAFLAflac$4,213,809$104,491 ▼-2.4%49,0780.4%FinanceSHELShell$4,206,894$104,448 ▼-2.4%62,7520.4%Oils/EnergyDISWalt Disney$4,118,712$328,410 ▼-7.4%33,6610.4%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$3,977,380$18,834 ▼-0.5%77,0810.3%ETFFTVFortive$3,856,132$108,558 ▼-2.7%44,8280.3%Computer and TechnologyPLDPrologis$3,793,699$22,398 ▲0.6%29,1330.3%FinanceNFLXNetflix$3,655,519$679,602 ▼-15.7%6,0190.3%Consumer DiscretionaryXOMExxon Mobil$3,593,599$4,068 ▲0.1%30,9150.3%Oils/EnergyMKCMcCormick & Company, Incorporated$3,395,871$1,969,806 ▼-36.7%44,2110.3%Consumer StaplesCMCSAComcast$3,338,990$157,404 ▼-4.5%77,0240.3%Consumer DiscretionaryGLDSPDR Gold Shares$3,286,583$66,859 ▼-2.0%15,9760.3%FinanceACWIiShares MSCI ACWI ETF$3,240,575$743,377 ▼-18.7%29,4250.3%ManufacturingGWWW.W. Grainger$3,235,014$279,758 ▲9.5%3,1800.3%Industrial ProductsNOWServiceNow$3,218,090$211,947 ▲7.1%4,2210.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,193,925$77,451 ▲2.5%12,2890.3%ETFELVElevance Health$3,151,168$262,900 ▼-7.7%6,0770.3%MedicalMDLZMondelez International$3,134,461$40,110 ▲1.3%44,7780.3%Consumer StaplesBAHBooz Allen Hamilton$3,133,420$73,923 ▲2.4%21,1090.3%Business ServicesTMUST-Mobile US$3,086,653$3,086,653 ▲New Holding18,9110.3%Computer and TechnologyQQQInvesco QQQ$2,984,191$70,154 ▼-2.3%6,7210.3%FinanceIQLTiShares MSCI Intl Quality Factor ETF$2,797,260$544,413 ▲24.2%70,5310.2%ETFCARRCarrier Global$2,710,476$59,002 ▲2.2%46,6280.2%Computer and TechnologyALGNAlign Technology$2,659,431$85,259 ▼-3.1%8,1100.2%MedicalSPEMSPDR Portfolio Emerging Markets ETF$2,623,962$245,296 ▲10.3%72,5050.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,505,095$125,379 ▼-4.8%34,2460.2%ETFWMWaste Management$2,464,867$39,433 ▲1.6%11,5640.2%Business ServicesBDXBecton, Dickinson and Company$2,450,992$113,580 ▼-4.4%9,9050.2%MedicalFASTFastenal$2,413,402$2,314 ▼-0.1%31,2860.2%Retail/WholesaleShowing largest 100 holdings. 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