YHB Investment Advisors, Inc. Q2 2023 Filing
Filed August 10, 2023
Portfolio Value
$1.1T
Holdings
281
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (281 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 398,730 | $77.3B | 7.21% | |
| 2 | MSFTMICROSOFT CORP COM | 170,808 | $58.2B | 5.43% | |
| 3 | AMZNAMAZON COM INC COM | 246,229 | $32.1B | 2.99% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 79,186 | $27.0B | 2.52% | |
| 5 | COSTCOSTCO WHSL CORP NEW COM | 49,487 | $26.6B | 2.49% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC COM | 50,982 | $26.6B | 2.48% | |
| 7 | GOOGALPHABET INC CAP STK CL C | 182,268 | $22.0B | 2.06% | |
| 8 | VVISA INC COM CL A | 92,614 | $22.0B | 2.05% | |
| 9 | GOOGLALPHABET INC CAP STK CL A | 180,338 | $21.6B | 2.01% | |
| 10 | DHRDANAHER CORPORATION COM | 88,712 | $21.3B | 1.99% | |
| 11 | IJHISHARES CORE S&P MID-CAP ETF | 75,485 | $19.7B | 1.84% | |
| 12 | IJRISHARES CORE S&P SMALL CAP ETF | 172,963 | $17.2B | 1.61% | |
| 13 | UNHUNITEDHEALTH GROUP INC COM | 34,995 | $16.8B | 1.57% | |
| 14 | PEPPEPSICO INC COM | 86,894 | $16.1B | 1.50% | |
| 15 | ECLECOLAB INC COM | 84,706 | $15.8B | 1.48% | |
| 16 | SYKSTRYKER CORPORATION COM | 51,663 | $15.8B | 1.47% | |
| 17 | SPYSPDR S&P 500 ETF TRUST | 30,055 | $13.3B | 1.24% | |
| 18 | HDHOME DEPOT INC COM | 41,322 | $12.8B | 1.20% | |
| 19 | AONAON PLC SHS CL A | 35,510 | $12.3B | 1.14% | |
| 20 | INTUINTUIT COM | 26,185 | $12.0B | 1.12% | |
| 21 | MCDMCDONALDS CORP COM | 37,475 | $11.2B | 1.04% | |
| 22 | URIUNITED RENTALS INC COM | 24,532 | $10.9B | 1.02% | |
| 23 | JNJJOHNSON & JOHNSON COM | 65,845 | $10.9B | 1.02% | |
| 24 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 148,907 | $10.8B | 1.01% | |
| 25 | AMGNAMGEN INC COM | 46,457 | $10.3B | 0.96% | |
| 26 | ISRGINTUITIVE SURGICAL INC COM NEW | 29,255 | $10.0B | 0.93% | |
| 27 | ORCLORACLE CORP COM | 83,983 | $10.0B | 0.93% | |
| 28 | NVDANVIDIA CORPORATION COM | 23,597 | $10.0B | 0.93% | |
| 29 | ZTSZOETIS INC CL A | 58,103 | $9.8B | 0.92% | |
| 30 | LRCXEURLAM RESEARCH CORP COM | 14,776 | $9.5B | 0.89% | |
| 31 | NKENIKE INC CL B | 85,654 | $9.5B | 0.88% | |
| 32 | IVWISHARES S&P 500 GROWTH ETF | 127,075 | $9.0B | 0.84% | |
| 33 | UNPUNION PAC CORP COM | 41,101 | $8.4B | 0.78% | |
| 34 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | 82,201 | $8.2B | 0.76% | |
| 35 | NEENEXTERA ENERGY INC COM | 109,575 | $8.1B | 0.76% | |
| 36 | RTXRAYTHEON TECHNOLOGIES CORP COM | 80,920 | $7.9B | 0.74% | |
| 37 | TJXTJX COS INC NEW COM | 93,075 | $7.9B | 0.74% | |
| 38 | MCXMCCORMICK & CO INC COM NON VTG | 88,581 | $7.7B | 0.72% | |
| 39 | IVVISHARES CORE S&P 500 ETF | 17,168 | $7.7B | 0.71% | |
| 40 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 100,876 | $7.6B | 0.71% | |
| 41 | YUMCYUM CHINA HLDGS INC COM | 120,993 | $7.3B | 0.68% | |
| 42 | APHAMPHENOL CORP NEW CL A | 80,114 | $6.8B | 0.63% | |
| 43 | HONHONEYWELL INTL INC COM | 32,092 | $6.7B | 0.62% | |
| 44 | IWBISHARES RUSSELL 1000 ETF | 26,751 | $6.5B | 0.61% | |
| 45 | IVEISHARES S&P 500 VALUE ETF | 39,960 | $6.4B | 0.60% | |
| 46 | METAMETA PLATFORMS INC CL A | 22,001 | $6.3B | 0.59% | |
| 47 | FTVFORTIVE CORP COM | 81,636 | $6.1B | 0.57% | |
| 48 | AQLTISHARES CORE MSCI EAFE ETF | 89,549 | $6.0B | 0.56% | |
| 49 | PGPROCTER AND GAMBLE CO COM | 39,064 | $5.9B | 0.55% | |
| 50 | PAYXPAYCHEX INC COM | 52,662 | $5.9B | 0.55% | |
| 51 | GEGENERAL ELECTRIC CO COM NEW | 51,861 | $5.7B | 0.53% | |
| 52 | VOOVANGUARD S&P 500 ETF | 13,727 | $5.6B | 0.52% | |
| 53 | YUMYUM BRANDS INC COM | 39,971 | $5.5B | 0.52% | |
| 54 | IWMISHARES RUSSELL 2000 ETF | 29,210 | $5.5B | 0.51% | |
| 55 | GSGOLDMAN SACHS GROUP INC COM | 16,850 | $5.4B | 0.51% | |
| 56 | ABBVABBVIE INC COM | 38,346 | $5.2B | 0.48% | |
| 57 | CHDCHURCH & DWIGHT CO INC COM | 51,540 | $5.2B | 0.48% | |
| 58 | DWDMORGAN STANLEY COM NEW | 57,504 | $4.9B | 0.46% | |
| 59 | WMTWALMART INC COM | 30,101 | $4.7B | 0.44% | |
| 60 | MARMARRIOTT INTL INC NEW CL A | 25,661 | $4.7B | 0.44% | |
| 61 | CMECME GROUP INC COM | 25,378 | $4.7B | 0.44% | |
| 62 | NFLXNETFLIX INC COM | 10,472 | $4.6B | 0.43% | |
| 63 | CSLCARLISLE COS INC COM | 17,913 | $4.6B | 0.43% | |
| 64 | PYPLPAYPAL HLDGS INC COM | 68,443 | $4.6B | 0.43% | |
| 65 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 89,177 | $4.5B | 0.42% | |
| 66 | CMICUMMINS INC COM | 18,222 | $4.5B | 0.42% | |
| 67 | CMCSACOMCAST CORP NEW CL A | 106,227 | $4.4B | 0.41% | |
| 68 | LINLINDE PLC SHS | 11,513 | $4.4B | 0.41% | |
| 69 | PLDPROLOGIS INC. COM | 35,225 | $4.3B | 0.40% | |
| 70 | ACWIISHARES MSCI ACWI ETF | 43,800 | $4.2B | 0.39% | |
| 71 | WWDWOODWARD INC COM | 35,008 | $4.2B | 0.39% | |
| 72 | DISDISNEY | 45,628 | $4.1B | 0.38% | |
| 73 | SCHMSCHWAB U.S. MID-CAP ETF | 56,436 | $4.0B | 0.37% | |
| 74 | SHELSHELL PLC SPON ADS | 65,908 | $4.0B | 0.37% | |
| 75 | PANWPALO ALTO NETWORKS INC COM | 15,451 | $3.9B | 0.37% | |
| 76 | JPMJPMORGAN CHASE & CO COM | 26,789 | $3.9B | 0.36% | |
| 77 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 117,957 | $3.8B | 0.36% | |
| 78 | MORNMORNINGSTAR INC COM | 18,912 | $3.7B | 0.35% | |
| 79 | FTNTFORTINET INC COM | 48,741 | $3.7B | 0.34% | |
| 80 | AFLAFLAC INC COM | 51,464 | $3.6B | 0.34% | |
| 81 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 72,349 | $3.6B | 0.33% | |
| 82 | XOMEXXON MOBIL CORP COM | 33,070 | $3.5B | 0.33% | |
| 83 | JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 69,621 | $3.5B | 0.33% | |
| 84 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 43,001 | $3.4B | 0.32% | |
| 85 | CVXCHEVRON CORP NEW COM | 21,651 | $3.4B | 0.32% | |
| 86 | WFCWELLS FARGO CO NEW COM | 79,539 | $3.4B | 0.32% | |
| 87 | EWEDWARDS LIFESCIENCES CORP COM | 35,543 | $3.4B | 0.31% | |
| 88 | CRMSALESFORCE INC COM | 15,307 | $3.2B | 0.30% | |
| 89 | MDLZMONDELEZ INTL INC CL A | 44,064 | $3.2B | 0.30% | |
| 90 | CLCOLGATE PALMOLIVE CO COM | 40,007 | $3.1B | 0.29% | |
| 91 | HLTHILTON WORLDWIDE HLDGS INC COM | 20,960 | $3.1B | 0.28% | |
| 92 | AFWALIGN TECHNOLOGY INC COM | 8,621 | $3.0B | 0.28% | |
| 93 | ELVELEVANCE HEALTH INC COM | 6,805 | $3.0B | 0.28% | |
| 94 | GQ9SPDR GOLD SHARES | 16,946 | $3.0B | 0.28% | |
| 95 | BDXBECTON DICKINSON & CO COM | 11,029 | $2.9B | 0.27% | |
| 96 | PFEPFIZER INC COM | 76,594 | $2.8B | 0.26% | |
| 97 | FASTFASTENAL CO COM | 45,736 | $2.7B | 0.25% | |
| 98 | NDQINVESCO QQQ TRUST SERIES I | 6,987 | $2.6B | 0.24% | |
| 99 | COFCAPITAL ONE FINL CORP COM | 23,182 | $2.5B | 0.24% | |
| 100 | VTIVANGUARD TOTAL STOCK MARKET ETF | 11,375 | $2.5B | 0.23% |
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