YHB Investment Advisors, Inc. Q1 2024 Filing
Filed April 26, 2024
Portfolio Value
$1.2T
Holdings
955
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (955 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP COM | 156,474 | $65.8B | 5.70% | |
| 2 | AAPLAPPLE INC COM | 367,641 | $63.0B | 5.46% | |
| 3 | AMZNAMAZON COM INC COM | 222,764 | $40.2B | 3.48% | |
| 4 | COSTCOSTCO WHSL CORP NEW COM | 45,957 | $33.7B | 2.92% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 76,298 | $32.1B | 2.78% | |
| 6 | IJHISHARES CORE S&P MID-CAP ETF | 459,612 | $27.9B | 2.42% | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC COM | 46,988 | $27.3B | 2.37% | |
| 8 | GOOGLALPHABET INC CAP STK CL A | 165,618 | $25.0B | 2.17% | |
| 9 | VVISA INC COM CL A | 85,200 | $23.8B | 2.06% | |
| 10 | GOOGALPHABET INC CAP STK CL C | 152,525 | $23.2B | 2.01% | |
| 11 | IJRISHARES CORE S&P SMALL CAP ETF | 190,571 | $21.1B | 1.82% | |
| 12 | DHRDANAHER CORPORATION COM | 82,713 | $20.7B | 1.79% | |
| 13 | NVDANVIDIA CORPORATION COM | 22,749 | $20.6B | 1.78% | |
| 14 | ECLECOLAB INC COM | 76,425 | $17.6B | 1.53% | |
| 15 | SYKSTRYKER CORPORATION COM | 47,808 | $17.1B | 1.48% | |
| 16 | SPYSPDR S&P 500 ETF TRUST | 29,500 | $15.4B | 1.34% | |
| 17 | HDHOME DEPOT INC COM | 38,902 | $14.9B | 1.29% | |
| 18 | UNHUNITEDHEALTH GROUP INC COM | 29,299 | $14.5B | 1.26% | |
| 19 | URIUNITED RENTALS INC COM | 20,097 | $14.5B | 1.26% | |
| 20 | PEPPEPSICO INC COM | 81,926 | $14.3B | 1.24% | |
| 21 | INTUINTUIT COM | 21,527 | $14.0B | 1.21% | |
| 22 | AMGNAMGEN INC COM | 43,278 | $12.3B | 1.07% | |
| 23 | LRCXEURLAM RESEARCH CORP COM | 11,777 | $11.4B | 0.99% | |
| 24 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 112,892 | $10.5B | 0.91% | |
| 25 | AONAON PLC SHS CL A | 30,048 | $10.0B | 0.87% | |
| 26 | MCDMCDONALDS CORP COM | 34,983 | $9.9B | 0.85% | |
| 27 | IWBISHARES RUSSELL 1000 ETF | 33,638 | $9.7B | 0.84% | |
| 28 | ORCLORACLE CORP COM | 74,448 | $9.4B | 0.81% | |
| 29 | IVVISHARES CORE S&P 500 ETF | 17,535 | $9.2B | 0.80% | |
| 30 | ISRGINTUITIVE SURGICAL INC COM NEW | 22,863 | $9.1B | 0.79% | |
| 31 | UNPUNION PAC CORP COM | 37,072 | $9.1B | 0.79% | |
| 32 | IVWISHARES S&P 500 GROWTH ETF | 107,410 | $9.1B | 0.79% | |
| 33 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 111,680 | $9.0B | 0.78% | |
| 34 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 99,692 | $9.0B | 0.78% | |
| 35 | APHAMPHENOL CORP NEW CL A | 76,025 | $8.8B | 0.76% | |
| 36 | JNJJOHNSON & JOHNSON COM | 55,345 | $8.8B | 0.76% | |
| 37 | TJXTJX COS INC NEW COM | 82,706 | $8.4B | 0.73% | |
| 38 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH | 81,899 | $8.2B | 0.71% | |
| 39 | EAGLEAGLE CAPITAL SELECT EQUITY ETF | 319,608 | $8.1B | 0.70% | |
| 40 | JPMJPMORGAN CHASE & CO COM | 39,232 | $7.9B | 0.68% | |
| 41 | VOOVANGUARD S&P 500 ETF | 15,220 | $7.3B | 0.63% | |
| 42 | CSLCARLISLE COS INC COM | 18,292 | $7.2B | 0.62% | |
| 43 | NKENIKE INC CL B | 74,669 | $7.0B | 0.61% | |
| 44 | AQLTISHARES CORE MSCI EAFE ETF | 90,920 | $6.7B | 0.58% | |
| 45 | METAMETA PLATFORMS INC CL A | 13,787 | $6.7B | 0.58% | |
| 46 | IVEISHARES S&P 500 VALUE ETF | 34,610 | $6.5B | 0.56% | |
| 47 | NEENEXTERA ENERGY INC COM | 99,635 | $6.4B | 0.55% | |
| 48 | ABBVABBVIE INC COM | 34,601 | $6.3B | 0.55% | |
| 49 | PGPROCTER AND GAMBLE CO COM | 38,467 | $6.2B | 0.54% | |
| 50 | HONHONEYWELL INTL INC COM | 26,741 | $5.5B | 0.48% | |
| 51 | CMECME GROUP INC COM | 25,135 | $5.4B | 0.47% | |
| 52 | YUMYUM BRANDS INC COM | 38,435 | $5.3B | 0.46% | |
| 53 | ZTSZOETIS INC CL A | 31,144 | $5.3B | 0.46% | |
| 54 | WMTWALMART INC COM | 87,379 | $5.3B | 0.46% | |
| 55 | CRMSALESFORCE INC COM | 17,290 | $5.2B | 0.45% | |
| 56 | IWMISHARES RUSSELL 2000 ETF | 24,314 | $5.1B | 0.44% | |
| 57 | GSGOLDMAN SACHS GROUP INC COM | 12,241 | $5.1B | 0.44% | |
| 58 | CMICUMMINS INC COM | 17,199 | $5.1B | 0.44% | |
| 59 | CHDCHURCH & DWIGHT CO INC COM | 47,642 | $5.0B | 0.43% | |
| 60 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 138,019 | $4.9B | 0.43% | |
| 61 | CVXCHEVRON CORP NEW COM | 31,227 | $4.9B | 0.43% | |
| 62 | PAYXPAYCHEX INC COM | 39,772 | $4.9B | 0.42% | |
| 63 | PANWPALO ALTO NETWORKS INC COM | 16,948 | $4.8B | 0.42% | |
| 64 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND | 95,333 | $4.8B | 0.42% | |
| 65 | GEGE AEROSPACE COM NEW | 27,009 | $4.7B | 0.41% | |
| 66 | LINLINDE PLC SHS | 10,178 | $4.7B | 0.41% | |
| 67 | RTXRTX CORPORATION COM | 47,885 | $4.7B | 0.40% | |
| 68 | WWDWOODWARD INC COM | 29,005 | $4.5B | 0.39% | |
| 69 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 32,449 | $4.4B | 0.38% | |
| 70 | MARMARRIOTT INTL INC NEW CL A | 17,213 | $4.3B | 0.38% | |
| 71 | MORNMORNINGSTAR INC COM | 14,037 | $4.3B | 0.38% | |
| 72 | FTNTFORTINET INC COM | 62,615 | $4.3B | 0.37% | |
| 73 | AFLAFLAC INC COM | 49,078 | $4.2B | 0.37% | |
| 74 | SHELSHELL PLC SPON ADS | 62,752 | $4.2B | 0.36% | |
| 75 | DISDISNEY | 33,661 | $4.1B | 0.36% | |
| 76 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 77,081 | $4.0B | 0.34% | |
| 77 | FTVFORTIVE CORP COM | 44,828 | $3.9B | 0.33% | |
| 78 | PLDPROLOGIS INC. COM | 29,133 | $3.8B | 0.33% | |
| 79 | NFLXNETFLIX INC COM | 6,019 | $3.7B | 0.32% | |
| 80 | XOMEXXON MOBIL CORP COM | 30,915 | $3.6B | 0.31% | |
| 81 | MCXMCCORMICK & CO INC COM NON VTG | 44,211 | $3.4B | 0.29% | |
| 82 | CMCSACOMCAST CORP NEW CL A | 77,024 | $3.3B | 0.29% | |
| 83 | GQ9SPDR GOLD SHARES | 15,976 | $3.3B | 0.28% | |
| 84 | ACWIISHARES MSCI ACWI ETF | 29,425 | $3.2B | 0.28% | |
| 85 | GWWGRAINGER W W INC COM | 3,180 | $3.2B | 0.28% | |
| 86 | NOWSERVICENOW INC COM | 4,221 | $3.2B | 0.28% | |
| 87 | VTIVANGUARD TOTAL STOCK MARKET ETF | 12,289 | $3.2B | 0.28% | |
| 88 | ELVELEVANCE HEALTH INC COM | 6,077 | $3.2B | 0.27% | |
| 89 | MDLZMONDELEZ INTL INC CL A | 44,778 | $3.1B | 0.27% | |
| 90 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 21,109 | $3.1B | 0.27% | |
| 91 | TMUST-MOBILE US INC COM | 18,911 | $3.1B | 0.27% | |
| 92 | NDQINVESCO QQQ TRUST SERIES I | 6,721 | $3.0B | 0.26% | |
| 93 | IQLTISHARES MSCI INTL QUALITY FACTOR ETF | 70,531 | $2.8B | 0.24% | |
| 94 | CARRCARRIER GLOBAL CORPORATION COM | 46,628 | $2.7B | 0.23% | |
| 95 | AFWALIGN TECHNOLOGY INC COM | 8,110 | $2.7B | 0.23% | |
| 96 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 72,505 | $2.6B | 0.23% | |
| 97 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 34,246 | $2.5B | 0.22% | |
| 98 | WMWASTE MGMT INC DEL COM | 11,564 | $2.5B | 0.21% | |
| 99 | BDXBECTON DICKINSON & CO COM | 9,905 | $2.5B | 0.21% | |
| 100 | FASTFASTENAL CO COM | 31,286 | $2.4B | 0.21% |
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