YHB Investment Advisors, Inc. Q2 2024 Filing
Filed August 1, 2024
Portfolio Value
$1162.2T
Holdings
277
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 361,388 | $76.1T | 6.55% | |
| 2 | MSFTMICROSOFT CORP COM | 155,555 | $69.5T | 5.98% | |
| 3 | AMZNAMAZON COM INC COM | 221,479 | $42.8T | 3.68% | |
| 4 | COSTCOSTCO WHSL CORP NEW COM | 45,381 | $38.6T | 3.32% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 75,998 | $30.9T | 2.66% | |
| 6 | GOOGLALPHABET INC CAP STK CL A | 165,492 | $30.1T | 2.59% | |
| 7 | NVDANVIDIA CORPORATION COM | 227,837 | $28.1T | 2.42% | |
| 8 | GOOGALPHABET INC CAP STK CL C | 149,518 | $27.4T | 2.36% | |
| 9 | IJHISHARES CORE S&P MID-CAP ETF | 455,974 | $26.7T | 2.30% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC COM | 46,689 | $25.8T | 2.22% | |
| 11 | VVISA INC COM CL A | 84,826 | $22.3T | 1.92% | |
| 12 | IJRISHARES CORE S&P SMALL CAP ETF | 193,406 | $20.6T | 1.77% | |
| 13 | DHRDANAHER CORPORATION COM | 81,947 | $20.5T | 1.76% | |
| 14 | ECLECOLAB INC COM | 75,810 | $18.0T | 1.55% | |
| 15 | SYKSTRYKER CORPORATION COM | 47,567 | $16.2T | 1.39% | |
| 16 | SPYSPDR S&P 500 ETF TRUST | 29,587 | $16.1T | 1.39% | |
| 17 | UNHUNITEDHEALTH GROUP INC COM | 30,621 | $15.6T | 1.34% | |
| 18 | INTUINTUIT COM | 21,162 | $13.9T | 1.20% | |
| 19 | PEPPEPSICO INC COM | 81,776 | $13.5T | 1.16% | |
| 20 | AMGNAMGEN INC COM | 42,985 | $13.4T | 1.16% | |
| 21 | HDHOME DEPOT INC COM | 38,663 | $13.3T | 1.15% | |
| 22 | URIUNITED RENTALS INC COM | 19,683 | $12.7T | 1.10% | |
| 23 | LRCXEURLAM RESEARCH CORP COM | 11,609 | $12.4T | 1.06% | |
| 24 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 122,012 | $12.3T | 1.06% | |
| 25 | IWBISHARES RUSSELL 1000 ETF | 36,657 | $10.9T | 0.94% | |
| 26 | ORCLORACLE CORP COM | 73,764 | $10.4T | 0.90% | |
| 27 | ISRGINTUITIVE SURGICAL INC COM NEW | 22,759 | $10.1T | 0.87% | |
| 28 | IVWISHARES S&P 500 GROWTH ETF | 107,495 | $9.9T | 0.86% | |
| 29 | APHAMPHENOL CORP NEW CL A | 147,254 | $9.9T | 0.85% | |
| 30 | IVVISHARES CORE S&P 500 ETF | 17,951 | $9.8T | 0.85% | |
| 31 | TJXTJX COS INC NEW COM | 82,479 | $9.1T | 0.78% | |
| 32 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 114,933 | $8.9T | 0.77% | |
| 33 | MCDMCDONALDS CORP COM | 34,794 | $8.9T | 0.76% | |
| 34 | JPMJPMORGAN CHASE & CO. COM | 41,671 | $8.4T | 0.73% | |
| 35 | UNPUNION PAC CORP COM | 36,598 | $8.3T | 0.71% | |
| 36 | EAGLEAGLE CAPITAL SELECT EQUITY ETF | 312,008 | $8.3T | 0.71% | |
| 37 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 79,958 | $8.0T | 0.69% | |
| 38 | VOOVANGUARD S&P 500 ETF | 15,363 | $7.7T | 0.66% | |
| 39 | AONAON PLC SHS CL A | 26,091 | $7.7T | 0.66% | |
| 40 | CSLCARLISLE COS INC COM | 18,139 | $7.4T | 0.63% | |
| 41 | NEENEXTERA ENERGY INC COM | 101,049 | $7.2T | 0.62% | |
| 42 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 81,845 | $7.1T | 0.61% | |
| 43 | METAMETA PLATFORMS INC CL A | 13,810 | $7.0T | 0.60% | |
| 44 | AQLTISHARES CORE MSCI EAFE ETF | 92,054 | $6.7T | 0.58% | |
| 45 | IVEISHARES S&P 500 VALUE ETF | 34,769 | $6.3T | 0.54% | |
| 46 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 35,852 | $6.2T | 0.54% | |
| 47 | PGPROCTER AND GAMBLE CO COM | 36,902 | $6.1T | 0.52% | |
| 48 | PANWPALO ALTO NETWORKS INC COM | 17,580 | $6.0T | 0.51% | |
| 49 | WMTWALMART INC COM | 87,946 | $6.0T | 0.51% | |
| 50 | ABBVABBVIE INC COM | 33,420 | $5.7T | 0.49% | |
| 51 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 113,102 | $5.7T | 0.49% | |
| 52 | WWDWOODWARD INC COM | 29,641 | $5.2T | 0.44% | |
| 53 | ZTSZOETIS INC CL A | 29,561 | $5.1T | 0.44% | |
| 54 | YUMYUM BRANDS INC COM | 38,217 | $5.1T | 0.44% | |
| 55 | CVXCHEVRON CORP NEW COM | 32,034 | $5.0T | 0.43% | |
| 56 | GSGOLDMAN SACHS GROUP INC COM | 11,055 | $5.0T | 0.43% | |
| 57 | IWMISHARES RUSSELL 2000 ETF | 24,344 | $4.9T | 0.42% | |
| 58 | CHDCHURCH & DWIGHT CO INC COM | 47,343 | $4.9T | 0.42% | |
| 59 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 137,765 | $4.8T | 0.42% | |
| 60 | CMICUMMINS INC COM | 17,277 | $4.8T | 0.41% | |
| 61 | JNJJOHNSON & JOHNSON COM | 32,493 | $4.7T | 0.41% | |
| 62 | RTXRTX CORPORATION COM | 47,264 | $4.7T | 0.41% | |
| 63 | CRMSALESFORCE INC COM | 18,422 | $4.7T | 0.41% | |
| 64 | SHELSHELL PLC SPON ADS | 63,044 | $4.6T | 0.39% | |
| 65 | LINLINDE PLC SHS | 10,111 | $4.4T | 0.38% | |
| 66 | PAYXPAYCHEX INC COM | 37,013 | $4.4T | 0.38% | |
| 67 | AFLAFLAC INC COM | 49,085 | $4.4T | 0.38% | |
| 68 | LLYELI LILLY & CO COM | 4,646 | $4.2T | 0.36% | |
| 69 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 78,224 | $4.2T | 0.36% | |
| 70 | MORNMORNINGSTAR INC COM | 13,598 | $4.0T | 0.35% | |
| 71 | ETNEATON CORP PLC SHS | 12,508 | $3.9T | 0.34% | |
| 72 | NFLXNETFLIX INC COM | 5,799 | $3.9T | 0.34% | |
| 73 | MARMARRIOTT INTL INC NEW CL A | 16,011 | $3.9T | 0.33% | |
| 74 | FTNTFORTINET INC COM | 63,283 | $3.8T | 0.33% | |
| 75 | XOMEXXON MOBIL CORP COM | 32,751 | $3.8T | 0.32% | |
| 76 | TMUST-MOBILE US INC COM | 21,027 | $3.7T | 0.32% | |
| 77 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 36,194 | $3.6T | 0.31% | |
| 78 | GEGE AEROSPACE COM NEW | 22,508 | $3.6T | 0.31% | |
| 79 | NOWSERVICENOW INC COM | 4,532 | $3.6T | 0.31% | |
| 80 | GQ9SPDR GOLD SHARES | 15,960 | $3.4T | 0.30% | |
| 81 | HONHONEYWELL INTL INC COM | 15,861 | $3.4T | 0.29% | |
| 82 | NKENIKE INC CL B | 44,438 | $3.3T | 0.29% | |
| 83 | VTIVANGUARD TOTAL STOCK MARKET ETF | 12,449 | $3.3T | 0.29% | |
| 84 | GWWGRAINGER W W INC COM | 3,672 | $3.3T | 0.29% | |
| 85 | NDQINVESCO QQQ TRUST SERIES I | 6,895 | $3.3T | 0.28% | |
| 86 | ELVELEVANCE HEALTH INC COM | 6,085 | $3.3T | 0.28% | |
| 87 | FTVFORTIVE CORP COM | 44,313 | $3.3T | 0.28% | |
| 88 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 20,981 | $3.2T | 0.28% | |
| 89 | DISDISNEY | 31,799 | $3.2T | 0.27% | |
| 90 | PLDPROLOGIS INC. COM | 27,887 | $3.1T | 0.27% | |
| 91 | ACWIISHARES MSCI ACWI ETF | 27,650 | $3.1T | 0.27% | |
| 92 | MDLZMONDELEZ INTL INC CL A | 46,164 | $3.0T | 0.26% | |
| 93 | CMCSACOMCAST CORP NEW CL A | 77,051 | $3.0T | 0.26% | |
| 94 | MCXMCCORMICK & CO INC COM NON VTG | 41,782 | $3.0T | 0.26% | |
| 95 | CARRCARRIER GLOBAL CORPORATION COM | 46,588 | $2.9T | 0.25% | |
| 96 | IQLTISHARES MSCI INTL QUALITY FACTOR ETF | 74,482 | $2.9T | 0.25% | |
| 97 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 35,452 | $2.8T | 0.24% | |
| 98 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 71,544 | $2.7T | 0.23% | |
| 99 | HLTHILTON WORLDWIDE HLDGS INC COM | 11,353 | $2.5T | 0.21% | |
| 100 | LHXL3HARRIS TECHNOLOGIES INC COM | 10,881 | $2.4T | 0.21% |
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