Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.22 billion in total holdings as of December 31, 2024.
Yhb Investment Advisors, Inc. owns shares of 277 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 4.41% of the portfolio was purchased this quarter.
About 1.99% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 280 new stocks and bought additional shares in 106 stocks.
Yhb Investment Advisors, Inc. sold shares of 126 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $88,517,865
Microsoft: $63,834,390
Amazon.com: $48,471,456
Costco Wholesale: $39,798,598
Berkshire Hathaway: $34,180,938

Largest New Holdings this Quarter

PIMCO Intermediate Municipal Bond Exchange-Traded Fund: $609,328 Holding
Booking: $531,621 Holding
SPDR Gold MiniShares Trust: $361,331 Holding
Vertex Pharmaceuticals: $338,671 Holding
iShares 0-3 Month Treasury Bond ETF: $321,024 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF: 357,913 shares (about $9.98M)
Schwab US Dividend Equity ETF: 231,137 shares (about $6.31M)
Palo Alto Networks: 20,925 shares (about $3.81M)
Chipotle Mexican Grill: 35,158 shares (about $2.12M)
Schwab US Large-Cap ETF: 82,321 shares (about $1.91M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 3,403 shares (about $1.83M)
McDonald's: 5,404 shares (about $1.57M)
Align Technology: 5,250 shares (about $1.09M)
Costco Wholesale: 1,045 shares (about $957.51K)
Apple: 3,616 shares (about $905.52K)

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
AAPL Apple	$88,517,865	$905,518 ▼	-1.0%	353,478	7.3%	Computer and Technology
MSFT Microsoft	$63,834,390	$1,154,908 ▲	1.8%	151,446	5.2%	Computer and Technology
AMZN Amazon.com	$48,471,456	$166,737 ▲	0.3%	220,937	4.0%	Retail/Wholesale
COST Costco Wholesale	$39,798,598	$957,512 ▼	-2.3%	43,435	3.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$34,180,938	$135,984 ▲	0.4%	75,408	2.8%	Finance
GOOGL Alphabet	$31,564,346	$489,153 ▲	1.6%	166,742	2.6%	Computer and Technology
NVDA NVIDIA	$30,213,432	$643,922 ▼	-2.1%	224,986	2.5%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$29,024,667	$265,877 ▲	0.9%	465,811	2.4%	ETF
GOOG Alphabet	$28,379,133	$347,172 ▲	1.2%	149,019	2.3%	Computer and Technology
V Visa	$26,745,729	$74,901 ▼	-0.3%	84,628	2.2%	Business Services
TMO Thermo Fisher Scientific	$24,164,504	$104,045 ▲	0.4%	46,450	2.0%	Medical
IJR iShares Core S&P Small-Cap ETF	$23,782,132	$458,115 ▲	2.0%	206,406	2.0%	ETF
DHR Danaher	$18,630,762	$171,704 ▼	-0.9%	81,162	1.5%	Multi-Sector Conglomerates
SPY SPDR S&P 500 ETF Trust	$17,796,215	$624,758 ▲	3.6%	30,365	1.5%	Finance
ECL Ecolab	$17,757,031	$97,009 ▲	0.5%	75,781	1.5%	Basic Materials
SYK Stryker	$17,029,233	$34,565 ▲	0.2%	47,297	1.4%	Medical
UNH UnitedHealth Group	$15,682,572	$90,043 ▲	0.6%	31,002	1.3%	Medical
HD Home Depot	$14,919,673	$31,508 ▲	0.2%	38,355	1.2%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$13,504,050	$9,975,038 ▲	282.7%	484,537	1.1%	ETF
URI United Rentals	$13,343,502	$98,622 ▼	-0.7%	18,942	1.1%	Construction
IWB iShares Russell 1000 ETF	$12,898,785	$315,720 ▼	-2.4%	40,038	1.1%	ETF
INTU Intuit	$12,727,956	$88,620 ▼	-0.7%	20,251	1.0%	Computer and Technology
PEP PepsiCo	$12,448,098	$95,190 ▲	0.8%	81,863	1.0%	Consumer Staples
IVV iShares Core S&P 500 ETF	$12,233,948	$1,298,039 ▲	11.9%	20,782	1.0%	ETF
ORCL Oracle	$11,648,880	$512,755 ▼	-4.2%	69,904	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,471,261	$1,121,597 ▲	10.8%	47,855	0.9%	Finance
ISRG Intuitive Surgical	$11,451,802	$29,230 ▼	-0.3%	21,940	0.9%	Medical
AMGN Amgen	$11,341,486	$156,645 ▲	1.4%	43,514	0.9%	Medical
IVW iShares S&P 500 Growth ETF	$10,943,883	$13,910 ▲	0.1%	107,790	0.9%	ETF
APH Amphenol	$9,770,087	$52,365 ▼	-0.5%	140,678	0.8%	Computer and Technology
TJX TJX Companies	$9,701,768	$26,337 ▲	0.3%	80,306	0.8%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$9,449,005	$6,314,663 ▲	201.5%	345,864	0.8%	ETF
AON AON	$9,325,949	$44,895 ▼	-0.5%	25,966	0.8%	Finance
2023 ETF SERIES TRUST	$8,689,423		0.0%	312,008	0.7%	EAGLE CAPITAL SE
MCD McDonald's	$8,420,555	$1,566,588 ▼	-15.7%	29,047	0.7%	Retail/Wholesale
UNP Union Pacific	$8,203,283	$70,008 ▼	-0.8%	35,973	0.7%	Transportation
META Meta Platforms	$8,197,140	$111,247 ▲	1.4%	14,000	0.7%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$7,953,910	$514,264 ▲	6.9%	40,275	0.7%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,568,479	$150,410 ▼	-1.9%	75,428	0.6%	ETF
WMT Walmart	$7,422,168	$325,260 ▼	-4.2%	82,149	0.6%	Retail/Wholesale
NEE NextEra Energy	$7,194,548	$174,996 ▼	-2.4%	100,356	0.6%	Utilities
PANW Palo Alto Networks	$7,153,190	$3,807,502 ▲	113.8%	39,312	0.6%	Computer and Technology
CSL Carlisle Companies	$6,843,274	$126,509 ▲	1.9%	18,554	0.6%	Multi-Sector Conglomerates
CRM Salesforce	$6,739,424	$309,255 ▲	4.8%	20,158	0.6%	Computer and Technology
IVE iShares S&P 500 Value ETF	$6,710,540	$36,267 ▲	0.5%	35,156	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$6,572,234	$12,158 ▲	0.2%	93,515	0.5%	ETF
ABBV AbbVie	$6,519,076	$595,648 ▲	10.1%	36,686	0.5%	Medical
VOO Vanguard S&P 500 ETF	$6,455,057	$1,833,603 ▼	-22.1%	11,980	0.5%	ETF
FTNT Fortinet	$6,216,501	$297,518 ▲	5.0%	65,797	0.5%	Computer and Technology
PG Procter & Gamble	$6,188,699	$7,712 ▼	-0.1%	36,914	0.5%	Consumer Staples
GS The Goldman Sachs Group	$5,980,443	$148,881 ▲	2.6%	10,444	0.5%	Finance
CMI Cummins	$5,843,764	$18,824 ▼	-0.3%	16,764	0.5%	Auto/Tires/Trucks
JPST JPMorgan Ultra-Short Income ETF	$5,656,669	$228,630 ▲	4.2%	112,302	0.5%	ETF
RTX RTX	$5,510,724	$35,526 ▲	0.6%	47,621	0.5%	Aerospace
NOW ServiceNow	$5,423,574	$273,511 ▲	5.3%	5,116	0.4%	Computer and Technology
ETN Eaton	$5,423,420	$492,163 ▲	10.0%	16,342	0.4%	Industrial Products
IWM iShares Russell 2000 ETF	$5,313,425	$57,229 ▼	-1.1%	24,047	0.4%	Finance
TMUS T-Mobile US	$5,297,299	$350,519 ▲	7.1%	23,999	0.4%	Computer and Technology
WWD Woodward	$5,000,794	$19,971 ▼	-0.4%	30,049	0.4%	Aerospace
AFL Aflac	$4,961,388	$116,990 ▼	-2.3%	47,964	0.4%	Finance
YUM Yum! Brands	$4,923,891	$144,086 ▼	-2.8%	36,702	0.4%	Retail/Wholesale
LLY Eli Lilly and Company	$4,858,196	$695,572 ▲	16.7%	6,293	0.4%	Medical
CHD Church & Dwight	$4,794,401	$159,684 ▼	-3.2%	45,787	0.4%	Consumer Staples
MOAT VanEck Morningstar Wide Moat ETF	$4,788,889	$581,921 ▼	-10.8%	51,648	0.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$4,708,253	$50,376 ▲	1.1%	137,951	0.4%	ETF
CVX Chevron	$4,608,061	$68,074 ▲	1.5%	31,815	0.4%	Oils/Energy
NFLX Netflix	$4,490,470	$472,400 ▼	-9.5%	5,038	0.4%	Consumer Discretionary
ZTS Zoetis	$4,486,236	$226,471 ▼	-4.8%	27,535	0.4%	Medical
MAR Marriott International	$4,466,108		0.0%	16,011	0.4%	Consumer Discretionary
GWW W.W. Grainger	$4,464,956	$400,539 ▲	9.9%	4,236	0.4%	Industrial Products
JMST JPMorgan Ultra-Short Municipal ETF	$4,439,063	$1,242,195 ▲	38.9%	87,538	0.4%	ETF
MORN Morningstar	$4,336,122	$29,972 ▼	-0.7%	12,876	0.4%	Business Services
JNJ Johnson & Johnson	$4,227,546	$155,322 ▼	-3.5%	29,232	0.3%	Medical
PAYX Paychex	$4,199,168	$475,626 ▼	-10.2%	29,947	0.3%	Business Services
IEMG iShares Core MSCI Emerging Markets ETF	$4,173,631	$78,121 ▲	1.9%	79,924	0.3%	ETF
SHEL Shell	$4,132,519	$98,799 ▲	2.4%	65,962	0.3%	Oils/Energy
LINDE PLC	$4,088,985	$142,342 ▼	-3.4%	9,767	0.3%	SHS
AVGO Broadcom	$4,037,262	$1,501,628 ▲	59.2%	17,414	0.3%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,017,779	$1,894,296 ▲	89.2%	77,713	0.3%	Manufacturing
GLD SPDR Gold Shares	$3,861,974	$1,211 ▲	0.0%	15,950	0.3%	Finance
GE General Electric	$3,758,336		0.0%	22,533	0.3%	Transportation
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,746,730	$523,767 ▲	16.3%	42,613	0.3%	ETF
QQQ Invesco QQQ	$3,444,669	$111,448 ▼	-3.1%	6,738	0.3%	Finance
XOM Exxon Mobil	$3,427,273	$83,151 ▼	-2.4%	31,861	0.3%	Oils/Energy
DIS Walt Disney	$3,410,245	$41,200 ▲	1.2%	30,626	0.3%	Consumer Discretionary
ACN Accenture	$3,293,810	$303,595 ▲	10.2%	9,363	0.3%	Computer and Technology
CMG Chipotle Mexican Grill	$3,250,652	$2,120,027 ▲	187.5%	53,908	0.3%	Retail/Wholesale
CMCSA Comcast	$3,194,178	$319,080 ▲	11.1%	85,110	0.3%	Consumer Discretionary
CARR Carrier Global	$3,147,150	$23,072 ▼	-0.7%	46,105	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,093,592	$260,238 ▼	-7.8%	10,675	0.3%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$3,053,864	$116,446 ▲	4.0%	82,270	0.3%	ETF
FTV Fortive	$2,994,482	$163,502 ▼	-5.2%	39,926	0.2%	Computer and Technology
PLD Prologis	$2,936,135	$43,231 ▲	1.5%	27,778	0.2%	Finance
MKC McCormick & Company, Incorporated	$2,861,223	$99,189 ▼	-3.4%	37,529	0.2%	Consumer Staples
MS Morgan Stanley	$2,842,278	$262,126 ▲	10.2%	22,608	0.2%	Finance
NKE NIKE	$2,796,612	$315,620 ▼	-10.1%	36,958	0.2%	Consumer Discretionary
COF Capital One Financial	$2,779,296	$30,493 ▼	-1.1%	15,586	0.2%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$2,776,734	$34,456 ▲	1.3%	72,367	0.2%	ETF
BAH Booz Allen Hamilton	$2,748,389	$6,306 ▼	-0.2%	21,355	0.2%	Business Services
HLT Hilton Worldwide	$2,747,678	$58,330 ▼	-2.1%	11,117	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025)

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools