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

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.21 billion in total holdings as of September 30, 2024.
Yhb Investment Advisors, Inc. owns shares of 280 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 1.54% of the portfolio was purchased this quarter.
About 3.44% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 277 new stocks and bought additional shares in 93 stocks.
Yhb Investment Advisors, Inc. sold shares of 128 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $83,202,813
Microsoft: $63,988,255
Amazon.com: $41,025,655
Costco Wholesale: $39,432,574
Berkshire Hathaway: $34,569,208

Largest New Holdings this Quarter

Schwab 1000 Index ETF: $271,967 Holding
HCA Healthcare: $267,837 Holding
JPMorgan Active Growth ETF: $246,093 Holding
Entergy: $240,978 Holding
Onto Innovation: $226,448 Holding

Largest Purchases this Quarter

Broadcom: 10,001 shares (about $1.73M)
iShares Russell 1000 ETF: 4,361 shares (about $1.37M)
iShares Core S&P Small-Cap ETF: 9,024 shares (about $1.06M)
SPDR Portfolio S&P 500 ETF: 11,698 shares (about $789.73K)
Eaton: 2,351 shares (about $779.22K)

Largest Sales this Quarter

Microsoft: 6,849 shares (about $2.95M)
VanEck Morningstar Wide Moat ETF: 23,921 shares (about $2.32M)
iShares MSCI ACWI ETF: 14,450 shares (about $1.73M)
Apple: 4,294 shares (about $1.00M)
Costco Wholesale: 901 shares (about $798.76K)

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	$83,202,813	$1,000,501 ▼	-1.2%	357,094	6.9%	Computer and Technology
MSFT Microsoft	$63,988,255	$2,947,128 ▼	-4.4%	148,706	5.3%	Computer and Technology
AMZN Amazon.com	$41,025,655	$242,602 ▼	-0.6%	220,177	3.4%	Retail/Wholesale
COST Costco Wholesale	$39,432,574	$798,758 ▼	-2.0%	44,480	3.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$34,569,208	$409,631 ▼	-1.2%	75,108	2.9%	Finance
IJH iShares Core S&P Mid-Cap ETF	$28,763,438	$347,123 ▲	1.2%	461,544	2.4%	ETF
TMO Thermo Fisher Scientific	$28,609,077	$271,554 ▼	-0.9%	46,250	2.4%	Medical
NVDA NVIDIA	$27,904,625	$236,080 ▲	0.9%	229,781	2.3%	Computer and Technology
GOOGL Alphabet	$27,225,656	$221,244 ▼	-0.8%	164,158	2.3%	Computer and Technology
GOOG Alphabet	$24,609,720	$388,216 ▼	-1.6%	147,196	2.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$23,676,224	$1,055,448 ▲	4.7%	202,430	2.0%	ETF
V Visa	$23,333,498	$10,723 ▲	0.0%	84,865	1.9%	Business Services
DHR Danaher	$22,772,638	$10,287 ▼	0.0%	81,910	1.9%	Multi-Sector Conglomerates
ECL Ecolab	$19,243,358	$113,111 ▼	-0.6%	75,367	1.6%	Basic Materials
UNH UnitedHealth Group	$18,022,424	$118,692 ▲	0.7%	30,824	1.5%	Medical
SYK Stryker	$17,051,679	$132,220 ▼	-0.8%	47,201	1.4%	Medical
SPY SPDR S&P 500 ETF Trust	$16,810,460	$165,242 ▼	-1.0%	29,299	1.4%	Finance
HD Home Depot	$15,508,702	$157,624 ▼	-1.0%	38,274	1.3%	Retail/Wholesale
URI United Rentals	$15,451,268	$486,648 ▼	-3.1%	19,082	1.3%	Construction
AMGN Amgen	$13,826,980	$23,199 ▼	-0.2%	42,913	1.1%	Medical
PEP PepsiCo	$13,814,363	$91,657 ▼	-0.7%	81,237	1.1%	Consumer Staples
SCHG Schwab U.S. Large-Cap Growth ETF	$13,191,736	$480,480 ▲	3.8%	126,624	1.1%	ETF
IWB iShares Russell 1000 ETF	$12,895,762	$1,371,067 ▲	11.9%	41,018	1.1%	ETF
INTU Intuit	$12,663,472	$478,172 ▼	-3.6%	20,392	1.0%	Computer and Technology
ORCL Oracle	$12,435,890	$133,422 ▼	-1.1%	72,981	1.0%	Computer and Technology
ISRG Intuitive Surgical	$10,805,975	$374,839 ▼	-3.4%	21,996	0.9%	Medical
IVV iShares Core S&P 500 ETF	$10,715,585	$361,089 ▲	3.5%	18,577	0.9%	ETF
MCD McDonald's	$10,490,585	$104,446 ▼	-1.0%	34,451	0.9%	Retail/Wholesale
IVW iShares S&P 500 Growth ETF	$10,307,802	$15,129 ▲	0.1%	107,653	0.9%	ETF
SCHD Schwab US Dividend Equity ETF	$9,697,875	$17,413 ▼	-0.2%	114,727	0.8%	ETF
TJX TJX Companies	$9,413,544	$281,038 ▼	-2.9%	80,088	0.8%	Retail/Wholesale
APH Amphenol	$9,215,709	$379,362 ▼	-4.0%	141,432	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,104,054	$317,343 ▲	3.6%	43,176	0.8%	Finance
AON AON	$9,027,225		0.0%	26,091	0.7%	Finance
UNP Union Pacific	$8,942,294	$78,381 ▼	-0.9%	36,280	0.7%	Transportation
NEE NextEra Energy	$8,689,432	$147,758 ▲	1.7%	102,797	0.7%	Utilities
2023 ETF SERIES TRUST	$8,536,539		0.0%	312,008	0.7%	EAGLE CAPITAL SE
CSL Carlisle Companies	$8,190,469	$32,382 ▲	0.4%	18,211	0.7%	Multi-Sector Conglomerates
VOO Vanguard S&P 500 ETF	$8,117,366	$10,554 ▲	0.1%	15,383	0.7%	ETF
META Meta Platforms	$7,905,396		0.0%	13,810	0.7%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,745,757	$305,190 ▼	-3.8%	76,927	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,285,343	$100,528 ▲	1.4%	93,342	0.6%	ETF
WMT Walmart	$6,924,237	$177,408 ▼	-2.5%	85,749	0.6%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$6,894,156	$38,842 ▲	0.6%	34,966	0.6%	ETF
ABBV AbbVie	$6,582,769	$16,983 ▼	-0.3%	33,334	0.5%	Medical
TSM Taiwan Semiconductor Manufacturing	$6,542,323	$315,906 ▲	5.1%	37,671	0.5%	Computer and Technology
PG Procter & Gamble	$6,401,522	$10,046 ▲	0.2%	36,960	0.5%	Consumer Staples
PANW Palo Alto Networks	$6,284,636	$275,831 ▲	4.6%	18,387	0.5%	Computer and Technology
RTX RTX	$5,732,567	$6,058 ▲	0.1%	47,314	0.5%	Aerospace
ZTS Zoetis	$5,651,400	$124,262 ▼	-2.2%	28,925	0.5%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$5,615,732	$2,319,141 ▼	-29.2%	57,924	0.5%	ETF
AFL Aflac	$5,488,777	$1,118 ▲	0.0%	49,095	0.5%	Finance
JPST JPMorgan Ultra-Short Income ETF	$5,467,903	$270,901 ▼	-4.7%	107,763	0.5%	ETF
CMI Cummins	$5,445,468	$148,619 ▼	-2.7%	16,818	0.5%	Auto/Tires/Trucks
IWM iShares Russell 2000 ETF	$5,368,952	$8,394 ▼	-0.2%	24,306	0.4%	Finance
YUM Yum! Brands	$5,277,622	$61,611 ▼	-1.2%	37,776	0.4%	Retail/Wholesale
CRM Salesforce	$5,264,264	$221,979 ▲	4.4%	19,233	0.4%	Computer and Technology
WWD Woodward	$5,174,229	$90,556 ▲	1.8%	30,169	0.4%	Aerospace
SPDW SPDR Portfolio Developed World ex-US ETF	$5,125,991	$48,452 ▼	-0.9%	136,475	0.4%	ETF
GS The Goldman Sachs Group	$5,042,200	$431,241 ▼	-7.9%	10,184	0.4%	Finance
CHD Church & Dwight	$4,954,472	$3,246 ▼	-0.1%	47,312	0.4%	Consumer Staples
ETN Eaton	$4,924,867	$779,215 ▲	18.8%	14,859	0.4%	Industrial Products
JNJ Johnson & Johnson	$4,911,383	$354,425 ▼	-6.7%	30,306	0.4%	Medical
FTNT Fortinet	$4,858,352	$49,244 ▼	-1.0%	62,648	0.4%	Computer and Technology
LINDE PLC	$4,819,436	$1,907 ▼	0.0%	10,107	0.4%	SHS
LLY Eli Lilly and Company	$4,776,988	$660,911 ▲	16.1%	5,392	0.4%	Medical
TMUS T-Mobile US	$4,624,734	$285,602 ▲	6.6%	22,411	0.4%	Computer and Technology
CVX Chevron	$4,616,211	$101,470 ▼	-2.2%	31,345	0.4%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$4,502,551	$11,712 ▲	0.3%	78,428	0.4%	ETF
PAYX Paychex	$4,473,760	$493,014 ▼	-9.9%	33,339	0.4%	Business Services
NOW ServiceNow	$4,344,947	$291,571 ▲	7.2%	4,858	0.4%	Computer and Technology
GE General Electric	$4,249,331	$4,715 ▲	0.1%	22,533	0.4%	Transportation
SHEL Shell	$4,246,191	$88,439 ▲	2.1%	64,385	0.4%	Oils/Energy
MORN Morningstar	$4,137,391	$202,003 ▼	-4.7%	12,965	0.3%	Business Services
GWW W.W. Grainger	$4,005,651	$191,141 ▲	5.0%	3,856	0.3%	Industrial Products
MAR Marriott International	$3,980,335		0.0%	16,011	0.3%	Consumer Discretionary
NFLX Netflix	$3,949,215	$163,841 ▼	-4.0%	5,568	0.3%	Consumer Discretionary
GLD SPDR Gold Shares	$3,875,592	$3,646 ▼	-0.1%	15,945	0.3%	Finance
XOM Exxon Mobil	$3,825,409	$13,715 ▼	-0.4%	32,634	0.3%	Oils/Energy
CARR Carrier Global	$3,738,208	$11,671 ▼	-0.3%	46,443	0.3%	Computer and Technology
NKE NIKE	$3,635,804	$292,516 ▼	-7.4%	41,129	0.3%	Consumer Discretionary
BAH Booz Allen Hamilton	$3,483,715	$68,847 ▲	2.0%	21,404	0.3%	Business Services
PLD Prologis	$3,456,157	$65,413 ▼	-1.9%	27,369	0.3%	Finance
MDLZ Mondelez International	$3,410,211	$9,282 ▲	0.3%	46,290	0.3%	Consumer Staples
QQQ Invesco QQQ	$3,395,015	$29,772 ▲	0.9%	6,956	0.3%	Finance
FTV Fortive	$3,323,428	$174,199 ▼	-5.0%	42,106	0.3%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$3,283,229	$192,970 ▲	6.2%	79,133	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$3,277,003	$248,048 ▼	-7.0%	11,573	0.3%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$3,211,359	$774,594 ▲	31.8%	63,042	0.3%	ETF
CMCSA Comcast	$3,199,916	$18,504 ▼	-0.6%	76,608	0.3%	Consumer Discretionary
MKC McCormick & Company, Incorporated	$3,195,700	$242,949 ▼	-7.1%	38,830	0.3%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,040,249	$99,860 ▲	3.4%	36,656	0.3%	ETF
ACN Accenture	$3,004,580	$270,412 ▲	9.9%	8,500	0.2%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$2,950,225	$3,096 ▼	-0.1%	71,469	0.2%	ETF
ELV Elevance Health	$2,948,400	$215,800 ▼	-6.8%	5,670	0.2%	Medical
HON Honeywell International	$2,932,087	$346,435 ▼	-10.6%	14,185	0.2%	Multi-Sector Conglomerates
DIS Walt Disney	$2,910,359	$148,423 ▼	-4.9%	30,256	0.2%	Consumer Discretionary
LHX L3Harris Technologies	$2,757,389	$169,126 ▲	6.5%	11,592	0.2%	Aerospace
HLT Hilton Worldwide	$2,616,867		0.0%	11,353	0.2%	Consumer Discretionary
OTIS Otis Worldwide	$2,433,972	$4,365 ▼	-0.2%	23,417	0.2%	Construction

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools