YHB Investment Advisors, Inc. Q1 2024 Filing

Filed April 26, 2024

Portfolio Value

$1.2B

Holdings

955

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (955 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP COM	156,474	$65.0M	5.63%
2	AAPLAPPLE INC COM	367,641	$63.0M	5.46%
3	AMZNAMAZON COM INC COM	222,764	$40.0M	3.47%
4	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	76,298	$32.0M	2.77%
5	IJHISHARES CORE S&P MID-CAP ETF	459,612	$27.0M	2.34%
6	GOOGLALPHABET INC CAP STK CL A	165,618	$24.0M	2.08%
7	VVISA INC COM CL A	85,200	$23.0M	1.99%
8	GOOGALPHABET INC CAP STK CL C	152,525	$23.0M	1.99%
9	IJRISHARES CORE S&P SMALL CAP ETF	190,571	$21.0M	1.82%
10	CYBNEURCYBIN INC COM	50,000	$20.7M	1.79%
11	DHRDANAHER CORPORATION COM	82,713	$20.0M	1.73%
12	ECLECOLAB INC COM	76,425	$17.0M	1.47%
13	SYKSTRYKER CORPORATION COM	47,808	$17.0M	1.47%
14	PEPPEPSICO INC COM	81,926	$14.0M	1.21%
15	HDHOME DEPOT INC COM	38,902	$14.0M	1.21%
16	UNHUNITEDHEALTH GROUP INC COM	29,299	$14.0M	1.21%
17	AMGNAMGEN INC COM	43,278	$12.0M	1.04%
18	AONAON PLC SHS CL A	30,048	$10.0M	0.87%
19	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	112,892	$10.0M	0.87%
20	ISRGINTUITIVE SURGICAL INC COM NEW	22,863	$9.0M	0.78%
21	IVWISHARES S&P 500 GROWTH ETF	107,410	$9.0M	0.78%
22	UNPUNION PAC CORP COM	37,072	$9.0M	0.78%
23	ORCLORACLE CORP COM	74,448	$9.0M	0.78%
24	MCDMCDONALDS CORP COM	34,983	$9.0M	0.78%
25	IWBISHARES RUSSELL 1000 ETF	33,638	$9.0M	0.78%
26	SCHDSCHWAB US DIVIDEND EQUITY ETF	111,680	$9.0M	0.78%
27	MOATVANECK MORNINGSTAR WIDE MOAT ETF	99,692	$8.0M	0.69%
28	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH	81,899	$8.0M	0.69%
29	JNJJOHNSON & JOHNSON COM	55,345	$8.0M	0.69%
30	APHAMPHENOL CORP NEW CL A	76,025	$8.0M	0.69%
31	EAGLEAGLE CAPITAL SELECT EQUITY ETF	319,608	$8.0M	0.69%
32	TJXTJX COS INC NEW COM	82,706	$8.0M	0.69%
33	—AKILI INC COMMON STOCK	24,730	$7.2M	0.62%
34	NKENIKE INC CL B	74,669	$7.0M	0.61%
35	CSLCARLISLE COS INC COM	18,292	$7.0M	0.61%
36	JPMJPMORGAN CHASE & CO COM	39,232	$7.0M	0.61%
37	VOOVANGUARD S&P 500 ETF	15,220	$7.0M	0.61%
38	ABBVABBVIE INC COM	34,601	$6.0M	0.52%
39	NEENEXTERA ENERGY INC COM	99,635	$6.0M	0.52%
40	METAMETA PLATFORMS INC CL A	13,787	$6.0M	0.52%
41	PGPROCTER AND GAMBLE CO COM	38,467	$6.0M	0.52%
42	IVEISHARES S&P 500 VALUE ETF	34,610	$6.0M	0.52%
43	AQLTISHARES CORE MSCI EAFE ETF	90,920	$6.0M	0.52%
44	YUMYUM BRANDS INC COM	38,435	$5.0M	0.43%
45	WMTWALMART INC COM	87,379	$5.0M	0.43%
46	CRMSALESFORCE INC COM	17,290	$5.0M	0.43%
47	CMECME GROUP INC COM	25,135	$5.0M	0.43%
48	GSGOLDMAN SACHS GROUP INC COM	12,241	$5.0M	0.43%
49	IWMISHARES RUSSELL 2000 ETF	24,314	$5.0M	0.43%
50	ZTSZOETIS INC CL A	31,144	$5.0M	0.43%
51	HONHONEYWELL INTL INC COM	26,741	$5.0M	0.43%
52	CMICUMMINS INC COM	17,199	$5.0M	0.43%
53	CVXCHEVRON CORP NEW COM	31,227	$4.0M	0.35%
54	SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	138,019	$4.0M	0.35%
55	MARMARRIOTT INTL INC NEW CL A	17,213	$4.0M	0.35%
56	JPSTJPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND	95,333	$4.0M	0.35%
57	LINLINDE PLC SHS	10,178	$4.0M	0.35%
58	SHELSHELL PLC SPON ADS	62,752	$4.0M	0.35%
59	AFLAFLAC INC COM	49,078	$4.0M	0.35%
60	FTNTFORTINET INC COM	62,615	$4.0M	0.35%
61	RTXRTX CORPORATION COM	47,885	$4.0M	0.35%
62	MORNMORNINGSTAR INC COM	14,037	$4.0M	0.35%
63	CHDCHURCH & DWIGHT CO INC COM	47,642	$4.0M	0.35%
64	DISDISNEY	33,661	$4.0M	0.35%
65	PAYXPAYCHEX INC COM	39,772	$4.0M	0.35%
66	GEGE AEROSPACE COM NEW	27,009	$4.0M	0.35%
67	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	32,449	$4.0M	0.35%
68	PANWPALO ALTO NETWORKS INC COM	16,948	$4.0M	0.35%
69	WWDWOODWARD INC COM	29,005	$4.0M	0.35%
70	MDLZMONDELEZ INTL INC CL A	44,778	$3.0M	0.26%
71	GQ9SPDR GOLD SHARES	15,976	$3.0M	0.26%
72	VTIVANGUARD TOTAL STOCK MARKET ETF	12,289	$3.0M	0.26%
73	ELVELEVANCE HEALTH INC COM	6,077	$3.0M	0.26%
74	ACWIISHARES MSCI ACWI ETF	29,425	$3.0M	0.26%
75	NFLXNETFLIX INC COM	6,019	$3.0M	0.26%
76	CMCSACOMCAST CORP NEW CL A	77,024	$3.0M	0.26%
77	XOMEXXON MOBIL CORP COM	30,915	$3.0M	0.26%
78	IEMGISHARES CORE MSCI EMERGING MARKETS ETF	77,081	$3.0M	0.26%
79	FTVFORTIVE CORP COM	44,828	$3.0M	0.26%
80	TMUST-MOBILE US INC COM	18,911	$3.0M	0.26%
81	BAHBOOZ ALLEN HAMILTON HLDG CORP CL A	21,109	$3.0M	0.26%
82	PLDPROLOGIS INC. COM	29,133	$3.0M	0.26%
83	MCXMCCORMICK & CO INC COM NON VTG	44,211	$3.0M	0.26%
84	WFCWELLS FARGO CO NEW COM	41,314	$2.0M	0.17%
85	FASTFASTENAL CO COM	31,286	$2.0M	0.17%
86	SPEMSPDR PORTFOLIO EMERGING MARKETS ETF	72,505	$2.0M	0.17%
87	SCHBSCHWAB U.S. BROAD MARKET ETF	33,015	$2.0M	0.17%
88	CARRCARRIER GLOBAL CORPORATION COM	46,628	$2.0M	0.17%
89	PSXPHILLIPS 66 COM	13,299	$2.0M	0.17%
90	BDXBECTON DICKINSON & CO COM	9,905	$2.0M	0.17%
91	ACNACCENTURE PLC IRELAND SHS CLASS A	6,068	$2.0M	0.17%
92	OTISOTIS WORLDWIDE CORP COM	23,402	$2.0M	0.17%
93	IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	41,892	$2.0M	0.17%
94	ITWILLINOIS TOOL WKS INC COM	7,563	$2.0M	0.17%
95	NDQINVESCO QQQ TRUST SERIES I	6,721	$2.0M	0.17%
96	SGOVISHARES 0-3 MONTH TREASURY BOND ETF	19,914	$2.0M	0.17%
97	LHXL3HARRIS TECHNOLOGIES INC COM	10,904	$2.0M	0.17%
98	AFWALIGN TECHNOLOGY INC COM	8,110	$2.0M	0.17%
99	VVVANGUARD LARGE-CAP ETF	8,740	$2.0M	0.17%
100	COFCAPITAL ONE FINL CORP COM	15,757	$2.0M	0.17%

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