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)

StockValue
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$2.0M
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$2.0M
HLTHILTON WORLDWIDE HLDGS INC COM
$2.0M
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$2.0M
WMWASTE MGMT INC DEL COM
$2.0M
LOWLOWES COS INC COM
$2.0M
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$2.0M
DWDMORGAN STANLEY COM NEW
$1.0M
EBAEBAY INC. COM
$1.0M
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$1.0M
PFEPFIZER INC COM
$1.0M
ALCALCON AG ORD SHS
$1.0M
COPCONOCOPHILLIPS COM
$1.0M
YUMCYUM CHINA HLDGS INC COM
$1.0M
BMYBRISTOL-MYERS SQUIBB CO COM
$1.0M
SCHXSCHWAB U.S. LARGE-CAP ETF
$1.0M
ADPAUTOMATIC DATA PROCESSING INC COM
$1.0M
MRKMERCK & CO INC COM
$1.0M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$1.0M
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$1.0M
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
$1.0M
AERAERCAP HOLDINGS NV SHS
$1.0M
CVSCVS HEALTH CORP COM
$1.0M
VOYAVOYA FINANCIAL INC COM
$1.0M
CSCOCISCO SYS INC COM
$1.0M
VLTOVERALTO CORP COM SHS
$1.0M
CLCOLGATE PALMOLIVE CO COM
$1.0M
LECOLINCOLN ELEC HLDGS INC COM
$1.0M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$1.0M
TRVCCITIGROUP INC COM NEW
$1.0M
PBEINVESCO BIOTECHNOLOGY & GENOME ETF
$1.0M
ETNEATON CORP PLC SHS
$1.0M
KVUEKENVUE INC COM
$1.0M
MAMASTERCARD INCORPORATED CL A
$1.0M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$1.0M
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$1.0M
AXPAMERICAN EXPRESS CO COM
$1.0M
PYPLPAYPAL HLDGS INC COM
$966K
SPYMSPDR PORTFOLIO S&P 500 ETF
$951K
WRBBERKLEY W R CORP COM
$950K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$881K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$867K
KOCOCA COLA CO COM
$852K
AMATAPPLIED MATLS INC COM
$812K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$792K
ABTABBOTT LABS COM
$778K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$765K
SCHASCHWAB U.S. SMALL-CAP ETF
$764K
IBMINTERNATIONAL BUSINESS MACHS COM
$757K
XLEENERGY SELECT SECTOR SPDR FUND
$750K
PIOINVESCO GLOBAL WATER ETF
$718K
CITHE CIGNA GROUP COM
$717K
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF
$701K
EEMISHARES MSCI EMERGING MARKETS ETF
$698K
SCHMSCHWAB U.S. MID-CAP ETF
$692K
SAPSAP SE SPON ADR
$691K
VBVANGUARD SMALL-CAP ETF
$689K
INTCINTEL CORP COM
$681K
SBUXSTARBUCKS CORP COM
$681K
GSYINVESCO ULTRA SHORT DURATION ETF
$681K
VNQVANGUARD REAL ESTATE ETF
$661K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$656K
APOAPOLLO GLOBAL MGMT INC COM
$655K
SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND PIMCO SHORT TER
$641K
IWFISHARES RUSSELL 1000 GROWTH ETF
$633K
BACBANK AMERICA CORP COM
$632K
CATCATERPILLAR INC COM
$621K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$598K
VUGVANGUARD GROWTH ETF
$593K
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$589K
EMREMERSON ELEC CO COM
$566K
OXYOCCIDENTAL PETE CORP COM
$559K
REGNREGENERON PHARMACEUTICALS COM
$555K
PWRQUANTA SVCS INC COM
$548K
SDYSPDR S&P DIVIDEND ETF
$526K
MMM3M CO COM
$513K
SHWSHERWIN WILLIAMS CO COM
$491K
LLYELI LILLY & CO COM
$491K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$486K
EQIXEQUINIX INC COM
$484K
ADBEADOBE INC COM
$479K
GILDGILEAD SCIENCES INC COM
$477K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$471K
AMTAMERICAN TOWER CORP NEW COM
$469K
CPTCAMDEN PPTY TR SH BEN INT
$467K
WTRGESSENTIAL UTILS INC COM
$463K
CASYCASEYS GEN STORES INC COM
$457K
CPRTCOPART INC COM
$455K
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$451K
EFAISHARES MSCI EAFE ETF
$450K
XLFFINANCIAL SELECT SECTOR SPDR FUND
$450K
IWDISHARES RUSSELL 1000 VALUE ETF
$443K
LBRDKLIBERTY BROADBAND CORP COM SER C
$439K
NSCNORFOLK SOUTHN CORP COM
$438K
EWEDWARDS LIFESCIENCES CORP COM
$427K
FDXFEDEX CORP COM
$407K
NVSNNOVARTIS AG SPONSORED ADR
$399K
DEDEERE & CO COM
$382K
TXNTEXAS INSTRS INC COM
$382K
KMBKIMBERLY-CLARK CORP COM
$380K
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