YHB Investment Advisors, Inc. Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$1.2T

Holdings

277

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (277 positions)

StockValue
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$2.4M
AFWALIGN TECHNOLOGY INC COM
$2.3M
ACNACCENTURE PLC IRELAND SHS CLASS A
$2.3M
WMWASTE MGMT INC DEL COM
$2.3M
BLKCHFBLACKROCK INC COM
$2.3M
BDXBECTON DICKINSON & CO COM
$2.3M
CMECME GROUP INC COM
$2.3M
OTISOTIS WORLDWIDE CORP COM
$2.3M
VVVANGUARD LARGE-CAP ETF
$2.2M
AZOAUTOZONE INC COM
$2.2M
COFCAPITAL ONE FINL CORP COM
$2.2M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$2.2M
WFCWELLS FARGO CO NEW COM
$2.1M
SCHBSCHWAB U.S. BROAD MARKET ETF
$2.0M
DWDMORGAN STANLEY COM NEW
$2.0M
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$2.0M
LOWLOWES COS INC COM
$2.0M
TRVCCITIGROUP INC COM NEW
$2.0M
FASTFASTENAL CO COM
$1.9M
AERAERCAP HOLDINGS NV SHS
$1.9M
PFEPFIZER INC COM
$1.9M
PSXPHILLIPS 66 COM
$1.9M
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$1.9M
SCHXSCHWAB U.S. LARGE-CAP ETF
$1.8M
VLTOVERALTO CORP COM SHS
$1.8M
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
$1.8M
ITWILLINOIS TOOL WKS INC COM
$1.7M
MAMASTERCARD INCORPORATED CL A
$1.7M
ALCALCON AG ORD SHS
$1.7M
KVUEKENVUE INC COM
$1.7M
GEVGE VERNOVA INC COM
$1.7M
CLCOLGATE PALMOLIVE CO COM
$1.7M
PBEINVESCO BIOTECHNOLOGY & GENOME ETF
$1.6M
EBAEBAY INC. COM
$1.6M
COPCONOCOPHILLIPS COM
$1.5M
AVGOBROADCOM INC COM
$1.5M
AXPAMERICAN EXPRESS CO COM
$1.4M
MRKMERCK & CO INC COM
$1.4M
CSCOCISCO SYS INC COM
$1.3M
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$1.2M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$1.2M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$1.2M
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$1.2M
T7DTRANSDIGM GROUP INC COM
$1.1M
CMGCHIPOTLE MEXICAN GRILL INC COM
$1.1M
SPYMSPDR PORTFOLIO S&P 500 ETF
$1.0M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$1.0M
ADPAUTOMATIC DATA PROCESSING INC COM
$978K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$963K
HUMHUMANA INC COM
$961K
AMATAPPLIED MATLS INC COM
$940K
KOCOCA COLA CO COM
$902K
VOYAVOYA FINANCIAL INC COM
$893K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$892K
CVSCVS HEALTH CORP COM
$849K
WRBBERKLEY W R CORP COM
$840K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$824K
APOAPOLLO GLOBAL MGMT INC COM
$823K
PYPLPAYPAL HLDGS INC COM
$822K
BMYBRISTOL-MYERS SQUIBB CO COM
$805K
GSYINVESCO ULTRA SHORT DURATION ETF
$793K
SAPSAP SE SPON ADR
$790K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$780K
LECOLINCOLN ELEC HLDGS INC COM
$768K
XLEENERGY SELECT SECTOR SPDR FUND
$746K
VUGVANGUARD GROWTH ETF
$733K
EEMISHARES MSCI EMERGING MARKETS ETF
$724K
IWFISHARES RUSSELL 1000 GROWTH ETF
$723K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$720K
BACBANK AMERICA CORP COM
$719K
IBMINTERNATIONAL BUSINESS MACHS COM
$712K
SCHASCHWAB U.S. SMALL-CAP ETF
$712K
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF
$680K
PIOINVESCO GLOBAL WATER ETF
$673K
ABTABBOTT LABS COM
$671K
SCHMSCHWAB U.S. MID-CAP ETF
$655K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$647K
VNQVANGUARD REAL ESTATE ETF
$642K
CITHE CIGNA GROUP COM
$641K
VBVANGUARD SMALL-CAP ETF
$631K
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$630K
CASYCASEYS GEN STORES INC COM
$623K
REGNREGENERON PHARMACEUTICALS COM
$606K
CATCATERPILLAR INC COM
$588K
SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
$563K
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
$559K
PWRQUANTA SVCS INC COM
$547K
OXYOCCIDENTAL PETE CORP COM
$544K
SDYSPDR S&P DIVIDEND ETF
$540K
EMREMERSON ELEC CO COM
$533K
MMM3M CO COM
$533K
XLFFINANCIAL SELECT SECTOR SPDR FUND
$532K
ADBEADOBE INC COM
$530K
WDAYWORKDAY INC CL A
$523K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$506K
YUMCYUM CHINA HLDGS INC COM
$500K
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$495K
AAALCOA CORP COM
$492K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$471K
SHWSHERWIN WILLIAMS CO COM
$465K
PreviousPage 2 of 3Next