YHB Investment Advisors, Inc. Q1 2021 Filing
Filed April 22, 2021
Portfolio Value
$1.2T
Holdings
294
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (294 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 451,304 | $60.5B | 5.24% | |
| 2 | MSFTMICROSOFT CORP COM | 188,678 | $49.2B | 4.26% | |
| 3 | AMZNAMAZON COM INC COM | 11,142 | $37.9B | 3.28% | |
| 4 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 278,197 | $28.4B | 2.46% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC INC COM | 57,108 | $28.1B | 2.44% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 92,646 | $25.2B | 2.18% | |
| 7 | GOOGALPHABET INC CAP STK CL C | 10,858 | $24.9B | 2.16% | |
| 8 | GOOGLALPHABET INC CAP STK CL A | 10,165 | $23.2B | 2.01% | |
| 9 | DHRDANAHER CORPORATION COM | 95,415 | $23.2B | 2.01% | |
| 10 | DISDISNEY | 115,166 | $21.6B | 1.87% | |
| 11 | VVISA INC COM CL A | 89,942 | $20.4B | 1.76% | |
| 12 | COSTCOSTCO WHSL CORP NEW COM | 51,056 | $18.9B | 1.64% | |
| 13 | PYPLPAYPAL HLDGS INC COM | 66,840 | $18.0B | 1.56% | |
| 14 | IJHISHARES S&P MIDCAP FUND | 60,819 | $16.5B | 1.43% | |
| 15 | ECLECOLAB INC COM | 68,965 | $15.4B | 1.33% | |
| 16 | METAFACEBOOK INC CL A | 48,940 | $15.0B | 1.30% | |
| 17 | QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF | 663,770 | $14.5B | 1.25% | |
| 18 | HDHOME DEPOT INC COM | 42,394 | $13.9B | 1.20% | |
| 19 | UNHUNITEDHEALTH GROUP INC COM | 35,390 | $13.8B | 1.20% | |
| 20 | BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | 606,452 | $13.5B | 1.17% | |
| 21 | CMCSACOMCAST CORP NEW CL A | 240,531 | $13.3B | 1.15% | |
| 22 | SYKSTRYKER CORPORATION COM | 51,239 | $13.2B | 1.14% | |
| 23 | NKENIKE INC CL B | 94,118 | $12.6B | 1.09% | |
| 24 | PEPPEPSICO INC COM | 86,176 | $12.4B | 1.08% | |
| 25 | AMGNAMGEN INC COM | 47,382 | $12.1B | 1.05% | |
| 26 | INTUINTUIT COM | 28,641 | $11.9B | 1.03% | |
| 27 | IJRISHARES S&P SMALL-CAP FUND | 100,163 | $11.1B | 0.96% | |
| 28 | JNJJOHNSON & JOHNSON COM | 67,961 | $11.0B | 0.95% | |
| 29 | SPYSPDR S&P 500 ETF | 26,131 | $10.9B | 0.94% | |
| 30 | AONAON PLC SHS CL A | 44,317 | $10.6B | 0.92% | |
| 31 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 91,692 | $10.5B | 0.91% | |
| 32 | LRCXEURLAM RESEARCH CORP COM | 16,282 | $10.5B | 0.91% | |
| 33 | URIUNITED RENTALS INC COM | 29,510 | $9.7B | 0.84% | |
| 34 | MCXMCCORMICK & CO INC COM NON VTG | 108,096 | $9.6B | 0.83% | |
| 35 | NEENEXTERA ENERGY INC COM | 114,900 | $9.3B | 0.81% | |
| 36 | UNPUNION PAC CORP COM | 40,422 | $9.0B | 0.78% | |
| 37 | MCDMCDONALDS CORP COM | 38,617 | $9.0B | 0.78% | |
| 38 | BDXBECTON DICKINSON & CO COM | 33,902 | $8.8B | 0.77% | |
| 39 | ISRGINTUITIVE SURGICAL INC COM NEW | 10,284 | $8.4B | 0.72% | |
| 40 | IVWISHARES S&P 500 GROWTH ETF | 116,572 | $8.2B | 0.71% | |
| 41 | ORCLORACLE CORP COM | 100,884 | $8.0B | 0.69% | |
| 42 | TJXTJX COS INC NEW COM | 109,341 | $7.7B | 0.66% | |
| 43 | HONHONEYWELL INTL INC COM | 31,957 | $7.4B | 0.64% | |
| 44 | GSGOLDMAN SACHS GROUP INC COM | 20,832 | $7.1B | 0.62% | |
| 45 | CVSCVS HEALTH CORP COM | 92,736 | $7.0B | 0.61% | |
| 46 | IWMISHARES RUSSELL 2000 ETF | 31,052 | $7.0B | 0.60% | |
| 47 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 49,223 | $6.9B | 0.60% | |
| 48 | VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | 127,675 | $6.8B | 0.59% | |
| 49 | RTXRAYTHEON TECHNOLOGIES CORP COM | 83,747 | $6.6B | 0.57% | |
| 50 | FTVFORTIVE CORP COM | 90,093 | $6.5B | 0.56% | |
| 51 | APHAMPHENOL CORP NEW CL A | 94,452 | $6.5B | 0.56% | |
| 52 | IVVISHARES CORE S&P 500 ETF | 15,112 | $6.3B | 0.55% | |
| 53 | BSCLINVESCO BULLETSHARES 2021 CORPORATE BOND ETF | 296,045 | $6.3B | 0.54% | |
| 54 | CMECME GROUP INC COM | 29,965 | $6.2B | 0.54% | |
| 55 | WFCWELLS FARGO CO NEW COM | 136,535 | $6.0B | 0.52% | |
| 56 | DWDMORGAN STANLEY COM NEW | 76,095 | $6.0B | 0.52% | |
| 57 | PAYXPAYCHEX INC COM | 60,555 | $5.9B | 0.51% | |
| 58 | GEGENERAL ELECTRIC CO COM | 425,109 | $5.7B | 0.49% | |
| 59 | MORNMORNINGSTAR INC COM | 23,518 | $5.6B | 0.48% | |
| 60 | FISFIDELITY NATL INFORMATION SVCS COM | 36,456 | $5.6B | 0.48% | |
| 61 | VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 66,995 | $5.5B | 0.48% | |
| 62 | PGPROCTER AND GAMBLE CO COM | 39,766 | $5.5B | 0.47% | |
| 63 | MARMARRIOTT INTL INC NEW CL A | 34,546 | $5.1B | 0.44% | |
| 64 | TRVCCITIGROUP INC COM NEW | 68,177 | $4.9B | 0.43% | |
| 65 | CTXSEURCITRIX SYS INC COM | 34,870 | $4.9B | 0.42% | |
| 66 | TFCTRUIST FINL CORP COM | 82,018 | $4.7B | 0.41% | |
| 67 | CHDCHURCH & DWIGHT INC COM | 52,919 | $4.7B | 0.40% | |
| 68 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 90,695 | $4.6B | 0.40% | |
| 69 | YUMYUM BRANDS INC COM | 38,817 | $4.6B | 0.40% | |
| 70 | SCHASCHWAB U.S. SMALL-CAP ETF | 43,905 | $4.5B | 0.39% | |
| 71 | CLCOLGATE PALMOLIVE CO COM | 55,188 | $4.5B | 0.39% | |
| 72 | GSYINVESCO ULTRA SHORT DURATION ETF | 85,140 | $4.3B | 0.37% | |
| 73 | CMICUMMINS INC COM | 16,264 | $4.3B | 0.37% | |
| 74 | YUMCYUM CHINA HLDGS INC COM | 70,106 | $4.2B | 0.36% | |
| 75 | SCHMSCHWAB U.S. MID-CAP ETF | 53,668 | $4.2B | 0.36% | |
| 76 | ZTSZOETIS INC CL A | 24,310 | $4.1B | 0.35% | |
| 77 | GQ9SPDR GOLD SHARES | 23,937 | $4.0B | 0.34% | |
| 78 | USBUS BANCORP DEL COM NEW | 68,119 | $3.9B | 0.34% | |
| 79 | VOOVANGUARD S&P 500 ETF | 10,148 | $3.9B | 0.34% | |
| 80 | EWEDWARDS LIFESCIENCES CORP COM | 42,971 | $3.8B | 0.33% | |
| 81 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 45,498 | $3.8B | 0.33% | |
| 82 | BSCMUSDINVESCO BULLETSHARES 2022 CORPORATE BOND ETF | 172,534 | $3.7B | 0.32% | |
| 83 | BSCOINVESCO BULLETSHARES 2024 CORPORATE BOND ETF | 164,486 | $3.7B | 0.32% | |
| 84 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 48,328 | $3.6B | 0.31% | |
| 85 | PLDPROLOGIS INC. COM | 32,204 | $3.6B | 0.31% | |
| 86 | HLTHILTON WORLDWIDE HLDGS INC COM | 28,152 | $3.6B | 0.31% | |
| 87 | PFEPFIZER INC COM | 91,803 | $3.5B | 0.31% | |
| 88 | LINLINDE PLC SHS | 12,094 | $3.5B | 0.30% | |
| 89 | EBAEBAY INC. COM | 53,964 | $3.5B | 0.30% | |
| 90 | ABBVABBVIE INC COM | 31,439 | $3.4B | 0.29% | |
| 91 | EEMISHARES MSCI EMERGING MARKETS ETF | 62,362 | $3.4B | 0.29% | |
| 92 | NFLXNETFLIX INC COM | 6,055 | $3.3B | 0.29% | |
| 93 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 60,329 | $3.3B | 0.29% | |
| 94 | ELVANTHEM INC COM | 8,503 | $3.2B | 0.28% | |
| 95 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 56,049 | $3.1B | 0.27% | |
| 96 | CSLCARLISLE COS INC COM | 17,565 | $3.1B | 0.27% | |
| 97 | FASTFASTENAL CO COM | 60,296 | $3.0B | 0.26% | |
| 98 | WWDWOODWARD INC COM | 24,558 | $3.0B | 0.26% | |
| 99 | LBRDKLIBERTY BROADBAND CORP COM SER C | 19,157 | $3.0B | 0.26% | |
| 100 | GMGENERAL MTRS CO COM | 50,112 | $2.9B | 0.25% |
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