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

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.20 billion in total holdings as of March 31, 2025.
Yhb Investment Advisors, Inc. owns shares of 290 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 3.05% of the portfolio was purchased this quarter.
About 1.37% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 277 new stocks and bought additional shares in 117 stocks.
Yhb Investment Advisors, Inc. sold shares of 112 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $77,466,832
Microsoft: $56,926,775
Amazon.com: $41,204,875
Costco Wholesale: $40,771,328
Berkshire Hathaway: $40,566,619

Largest New Holdings this Quarter

512807306 - LAM RESEARCH CORP: $8,266,499 Holding
09290D101 - BLACKROCK INC: $2,907,587 Holding
526057104 - Lennar: $669,053 Holding
444859102 - Humana: $608,845 Holding
518439104 - Estée Lauder Companies: $492,294 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 113,707 shares (about $8.27M)
BLACKROCK INC: 3,072 shares (about $2.91M)
Vanguard S&P 500 ETF: 4,000 shares (about $2.06M)
JPMorgan Ultra-Short Income ETF: 25,637 shares (about $1.30M)
JPMorgan Ultra-Short Municipal ETF: 17,404 shares (about $885.00K)

Largest Sales this Quarter

Apple: 4,733 shares (about $1.05M)
Alphabet: 5,894 shares (about $911.45K)
Amazon.com: 4,366 shares (about $830.68K)
SPDR S&P 500 ETF Trust: 1,433 shares (about $801.60K)
UnitedHealth Group: 1,303 shares (about $682.45K)

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	$77,466,832	$1,051,343 ▼	-1.3%	348,745	6.5%	Computer and Technology
MSFT Microsoft	$56,926,775	$75,453 ▲	0.1%	151,647	4.8%	Computer and Technology
AMZN Amazon.com	$41,204,875	$830,677 ▼	-2.0%	216,571	3.4%	Retail/Wholesale
COST Costco Wholesale	$40,771,328	$308,322 ▼	-0.8%	43,109	3.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$40,566,619	$405,826 ▲	1.0%	76,170	3.4%	Finance
V Visa	$29,055,500	$603,140 ▼	-2.0%	82,907	2.4%	Business Services
IJH iShares Core S&P Mid-Cap ETF	$27,336,993	$156,903 ▲	0.6%	468,500	2.3%	ETF
GOOGL Alphabet	$24,873,557	$911,449 ▼	-3.5%	160,848	2.1%	Computer and Technology
NVDA NVIDIA	$24,867,300	$483,267 ▲	2.0%	229,445	2.1%	Computer and Technology
TMO Thermo Fisher Scientific	$23,179,695	$66,181 ▲	0.3%	46,583	1.9%	Medical
GOOG Alphabet	$22,715,348	$565,864 ▼	-2.4%	145,397	1.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$21,603,258	$19,345 ▲	0.1%	206,591	1.8%	ETF
ECL Ecolab	$19,315,876	$103,943 ▲	0.5%	76,191	1.6%	Basic Materials
SYK Stryker	$17,693,476	$87,107 ▲	0.5%	47,531	1.5%	Medical
DHR Danaher	$16,754,092	$115,825 ▲	0.7%	81,727	1.4%	Medical
SPY SPDR S&P 500 ETF Trust	$16,184,207	$801,603 ▼	-4.7%	28,932	1.4%	Finance
UNH UnitedHealth Group	$15,554,996	$682,453 ▼	-4.2%	29,699	1.3%	Medical
HD Home Depot	$14,068,648	$12,094 ▲	0.1%	38,388	1.2%	Retail/Wholesale
AMGN Amgen	$13,574,150	$17,447 ▲	0.1%	43,570	1.1%	Medical
INTU Intuit	$12,593,903	$160,248 ▲	1.3%	20,512	1.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$12,536,316	$255,205 ▲	2.1%	40,870	1.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$12,422,543	$289,738 ▲	2.4%	496,108	1.0%	ETF
URI United Rentals	$12,309,015	$438,063 ▲	3.7%	19,641	1.0%	Construction
PEP PepsiCo	$12,270,437	$4,048 ▼	0.0%	81,836	1.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$11,851,469	$112,593 ▲	1.0%	48,314	1.0%	Finance
IVV iShares Core S&P 500 ETF	$11,628,521	$48,885 ▼	-0.4%	20,695	1.0%	ETF
ISRG Intuitive Surgical	$10,782,523	$83,701 ▼	-0.8%	21,771	0.9%	Medical
IVW iShares S&P 500 Growth ETF	$10,017,306	$11,140 ▲	0.1%	107,910	0.8%	ETF
AON AON	$9,899,427	$463,343 ▼	-4.5%	24,805	0.8%	Finance
TJX TJX Companies	$9,841,318	$60,047 ▲	0.6%	80,799	0.8%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$9,723,321	$52,956 ▲	0.5%	347,758	0.8%	ETF
ORCL Oracle	$9,563,745	$209,576 ▼	-2.1%	68,405	0.8%	Computer and Technology
APH Amphenol	$9,040,729	$186,341 ▼	-2.0%	137,837	0.8%	Computer and Technology
MCD McDonald's	$8,775,144	$298,315 ▼	-3.3%	28,092	0.7%	Retail/Wholesale
2023 ETF SERIES TRUST	$8,739,344		0.0%	312,008	0.7%	EAGLE CAPITAL SE
UNP Union Pacific	$8,571,023	$72,762 ▲	0.9%	36,281	0.7%	Transportation
LAM RESEARCH CORP	$8,266,499	$8,266,499 ▲	New Holding	113,707	0.7%	COM NEW
VOO Vanguard S&P 500 ETF	$8,212,461	$2,055,685 ▲	33.4%	15,980	0.7%	ETF
META Meta Platforms	$7,930,137	$138,903 ▼	-1.7%	13,759	0.7%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,815,663	$226,093 ▲	3.0%	77,675	0.7%	ETF
WMT Walmart	$7,645,860	$434,032 ▲	6.0%	87,093	0.6%	Retail/Wholesale
ABBV AbbVie	$7,580,821	$105,598 ▼	-1.4%	36,182	0.6%	Medical
NEE NextEra Energy	$7,275,807	$161,559 ▲	2.3%	102,635	0.6%	Utilities
PANW Palo Alto Networks	$7,087,512	$379,332 ▲	5.7%	41,535	0.6%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$7,070,552	$3,858 ▼	-0.1%	93,464	0.6%	ETF
TSM Taiwan Semiconductor Manufacturing	$7,052,842	$367,192 ▲	5.5%	42,487	0.6%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$6,983,844	$1,298,000 ▲	22.8%	137,939	0.6%	ETF
TMUS T-Mobile US	$6,896,854	$496,081 ▲	7.8%	25,859	0.6%	Computer and Technology
IVE iShares S&P 500 Value ETF	$6,725,719	$25,728 ▲	0.4%	35,291	0.6%	ETF
FTNT Fortinet	$6,579,756	$246,137 ▲	3.9%	68,354	0.5%	Computer and Technology
CSL Carlisle Companies	$6,515,116	$197,490 ▲	3.1%	19,134	0.5%	Multi-Sector Conglomerates
PG Procter & Gamble	$6,287,056	$3,749 ▼	-0.1%	36,892	0.5%	Consumer Staples
RTX RTX	$6,197,587	$110,340 ▼	-1.7%	46,788	0.5%	Aerospace
CRM Salesforce	$5,736,195	$326,594 ▲	6.0%	21,375	0.5%	Computer and Technology
GS The Goldman Sachs Group	$5,705,453		0.0%	10,444	0.5%	Finance
LLY Eli Lilly and Company	$5,672,350	$474,898 ▲	9.1%	6,868	0.5%	Medical
YUM Yum! Brands	$5,611,559	$163,810 ▼	-2.8%	35,661	0.5%	Retail/Wholesale
WWD Woodward	$5,540,557	$56,937 ▲	1.0%	30,361	0.5%	Aerospace
CVX Chevron	$5,507,447	$185,188 ▲	3.5%	32,922	0.5%	Energy
JMST JPMorgan Ultra-Short Municipal ETF	$5,336,319	$884,996 ▲	19.9%	104,942	0.4%	ETF
CMI Cummins	$5,275,330	$20,688 ▲	0.4%	16,830	0.4%	Auto/Tires/Trucks
AFL Aflac	$5,269,383	$63,712 ▼	-1.2%	47,391	0.4%	Finance
SHEL Shell	$5,027,814	$194,119 ▲	4.0%	68,611	0.4%	Energy
SPDW SPDR Portfolio Developed World ex-US ETF	$4,973,263	$49,517 ▼	-1.0%	136,591	0.4%	ETF
ETN Eaton	$4,851,894	$409,648 ▲	9.2%	17,849	0.4%	Industrials
CHD Church & Dwight	$4,844,869	$195,851 ▼	-3.9%	44,008	0.4%	Consumer Staples
IWM iShares Russell 2000 ETF	$4,834,241	$37,105 ▲	0.8%	24,233	0.4%	Finance
NFLX Netflix	$4,740,050	$41,964 ▲	0.9%	5,083	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$4,724,747	$123,052 ▼	-2.5%	28,490	0.4%	Medical
GLD SPDR Gold Shares	$4,716,852	$121,019 ▲	2.6%	16,370	0.4%	Finance
MOAT VanEck Morningstar Wide Moat ETF	$4,689,095	$144,056 ▲	3.2%	53,285	0.4%	ETF
LINDE PLC	$4,533,754	$13,969 ▼	-0.3%	9,737	0.4%	SHS
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,476,407	$406,599 ▲	10.0%	85,477	0.4%	Manufacturing
GWW W.W. Grainger	$4,464,992	$280,544 ▲	6.7%	4,520	0.4%	Industrials
ZTS Zoetis	$4,399,683	$134,027 ▼	-3.0%	26,721	0.4%	Medical
PAYX Paychex	$4,341,748	$278,475 ▼	-6.0%	28,142	0.4%	Business Services
NOW ServiceNow	$4,296,768	$223,715 ▲	5.5%	5,397	0.4%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$4,264,278	$49,221 ▼	-1.1%	79,012	0.4%	ETF
GE GE Aerospace	$4,245,458	$264,603 ▼	-5.9%	21,211	0.4%	Industrials
MORN Morningstar	$3,863,525	$2,399 ▲	0.1%	12,884	0.3%	Business Services
MAR Marriott International	$3,813,820		0.0%	16,011	0.3%	Consumer Discretionary
XOM Exxon Mobil	$3,778,804	$10,466 ▼	-0.3%	31,773	0.3%	Energy
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,670,498	$245,691 ▲	7.2%	45,670	0.3%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$3,541,461	$276,163 ▲	8.5%	89,228	0.3%	ETF
QQQ Invesco QQQ	$3,371,536	$211,952 ▲	6.7%	7,190	0.3%	Finance
PLD Prologis	$3,148,118	$42,816 ▲	1.4%	28,161	0.3%	Finance
CMG Chipotle Mexican Grill	$3,106,392	$399,672 ▲	14.8%	61,868	0.3%	Retail/Wholesale
CMCSA Comcast	$3,055,947	$84,612 ▼	-2.7%	82,817	0.3%	Consumer Discretionary
AVGO Broadcom	$3,051,679	$151,868 ▲	5.2%	18,326	0.3%	Computer and Technology
MKC McCormick & Company, Incorporated	$2,994,066	$94,987 ▼	-3.1%	36,375	0.3%	Consumer Staples
AZO AutoZone	$2,989,220	$106,758 ▲	3.7%	784	0.2%	Retail/Wholesale
ACN Accenture	$2,979,046	$57,415 ▲	2.0%	9,547	0.2%	Computer and Technology
DIS Walt Disney	$2,957,140	$65,635 ▼	-2.2%	29,961	0.2%	Consumer Discretionary
CARR Carrier Global	$2,918,086	$4,945 ▼	-0.2%	46,027	0.2%	Computer and Technology
BLACKROCK INC	$2,907,587	$2,907,587 ▲	New Holding	3,072	0.2%	COM
FTV Fortive	$2,885,621	$36,151 ▼	-1.2%	39,432	0.2%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$2,829,022	$20,079 ▼	-0.7%	71,857	0.2%	ETF
MDLZ Mondelez International	$2,822,434	$75,789 ▼	-2.6%	41,598	0.2%	Consumer Staples
COF Capital One Financial	$2,780,764	$13,806 ▼	-0.5%	15,509	0.2%	Finance
SCHX Schwab US Large-Cap ETF	$2,697,120	$212,807 ▲	8.6%	122,152	0.2%	ETF

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

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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