YHB Investment Advisors, Inc. Q3 2023 Filing
Filed October 23, 2023
Portfolio Value
$1.1B
Holdings
269
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (269 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 396,364 | $67.9T | 6264585.87% | |
| 2 | MSFTMICROSOFT CORP COM | 169,904 | $53.6T | 4952399.94% | |
| 3 | VVISA INC COM CL A | 184,819 | $43.2T | 3988158.77% | |
| 4 | AMZNAMAZON COM INC COM | 243,985 | $31.0T | 2863159.25% | |
| 5 | COSTCOSTCO WHSL CORP NEW COM | 49,071 | $27.7T | 2559241.44% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 78,923 | $27.6T | 2552185.40% | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC COM | 50,659 | $25.6T | 2367119.62% | |
| 8 | GOOGALPHABET INC CAP STK CL C | 179,102 | $23.6T | 2179962.74% | |
| 9 | GOOGLALPHABET INC CAP STK CL A | 179,029 | $23.4T | 2162712.54% | |
| 10 | DHRDANAHER CORPORATION COM | 88,621 | $22.0T | 2029705.14% | |
| 11 | IJHISHARES CORE S&P MID-CAP ETF | 76,018 | $19.0T | 1749833.79% | |
| 12 | UNHUNITEDHEALTH GROUP INC COM | 35,014 | $17.7T | 1629701.63% | |
| 13 | IJRISHARES CORE S&P SMALL CAP ETF | 176,024 | $16.6T | 1532819.73% | |
| 14 | ZTSZOETIS INC CL A | 88,270 | $15.1T | 1392804.94% | |
| 15 | PEPPEPSICO INC COM | 87,573 | $14.8T | 1369794.89% | |
| 16 | SYKSTRYKER CORPORATION COM | 51,475 | $14.1T | 1298553.44% | |
| 17 | ECLECOLAB INC COM | 83,003 | $14.1T | 1298008.23% | |
| 18 | INTUINTUIT COM | 25,741 | $13.2T | 1214133.49% | |
| 19 | SPYSPDR S&P 500 ETF TRUST | 30,176 | $12.9T | 1190803.01% | |
| 20 | AMGNAMGEN INC COM | 46,510 | $12.5T | 1153939.65% | |
| 21 | HDHOME DEPOT INC COM | 41,351 | $12.5T | 1153439.49% | |
| 22 | AONAON PLC SHS CL A | 35,219 | $11.4T | 1054108.49% | |
| 23 | URIUNITED RENTALS INC COM | 24,348 | $10.8T | 999244.87% | |
| 24 | YUMYUM BRANDS INC COM | 80,082 | $10.5T | 973855.97% | |
| 25 | YUMCYUM CHINA HLDGS INC COM | 179,763 | $10.5T | 971817.58% | |
| 26 | NVDANVIDIA CORPORATION COM | 23,648 | $10.3T | 949615.28% | |
| 27 | JNJJOHNSON & JOHNSON COM | 64,712 | $10.1T | 930430.36% | |
| 28 | MCDMCDONALDS CORP COM | 37,654 | $9.9T | 915718.89% | |
| 29 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 136,528 | $9.7T | 891819.67% | |
| 30 | WMTWALMART INC COM | 60,469 | $9.6T | 885108.15% | |
| 31 | LRCXEURLAM RESEARCH CORP COM | 14,620 | $9.2T | 845882.46% | |
| 32 | ORCLORACLE CORP COM | 83,645 | $8.9T | 817877.01% | |
| 33 | IVWISHARES S&P 500 GROWTH ETF | 127,075 | $8.7T | 802622.28% | |
| 34 | WWDWOODWARD INC COM | 69,578 | $8.5T | 780830.03% | |
| 35 | ISRGINTUITIVE SURGICAL INC COM NEW | 28,763 | $8.4T | 776098.10% | |
| 36 | UNPUNION PAC CORP COM | 40,737 | $8.3T | 765771.65% | |
| 37 | TJXTJX COS INC NEW COM | 92,577 | $8.2T | 759583.74% | |
| 38 | NKENIKE INC CL B | 85,185 | $8.1T | 751935.14% | |
| 39 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | 78,458 | $7.9T | 725294.74% | |
| 40 | IVVISHARES CORE S&P 500 ETF | 17,233 | $7.4T | 683158.94% | |
| 41 | IWBISHARES RUSSELL 1000 ETF | 30,687 | $7.2T | 665463.78% | |
| 42 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 98,624 | $7.2T | 662069.57% | |
| 43 | APHAMPHENOL CORP NEW CL A | 79,676 | $6.7T | 617765.41% | |
| 44 | MCXMCCORMICK & CO INC COM NON VTG | 86,826 | $6.6T | 606278.10% | |
| 45 | WFCWELLS FARGO CO NEW COM | 155,453 | $6.5T | 599725.73% | |
| 46 | NEENEXTERA ENERGY INC COM | 108,364 | $6.2T | 573100.10% | |
| 47 | IVEISHARES S&P 500 VALUE ETF | 39,960 | $6.1T | 567501.62% | |
| 48 | FTVFORTIVE CORP COM | 82,136 | $6.1T | 562301.74% | |
| 49 | AQLTISHARES CORE MSCI EAFE ETF | 91,377 | $5.9T | 542817.63% | |
| 50 | PAYXPAYCHEX INC COM | 50,801 | $5.9T | 540857.71% | |
| 51 | HONHONEYWELL INTL INC COM | 31,592 | $5.8T | 538781.47% | |
| 52 | RTXRTX CORPORATION COM | 80,425 | $5.8T | 534331.10% | |
| 53 | PGPROCTER AND GAMBLE CO COM | 38,926 | $5.7T | 524135.09% | |
| 54 | ABBVABBVIE INC COM | 37,699 | $5.6T | 518751.60% | |
| 55 | METAMETA PLATFORMS INC CL A | 18,693 | $5.6T | 518051.21% | |
| 56 | VOOVANGUARD S&P 500 ETF | 14,206 | $5.6T | 514981.67% | |
| 57 | JPMJPMORGAN CHASE & CO COM | 37,126 | $5.4T | 497016.87% | |
| 58 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 70,819 | $5.4T | 495811.52% | |
| 59 | GSGOLDMAN SACHS GROUP INC COM | 16,395 | $5.3T | 489720.35% | |
| 60 | IWMISHARES RUSSELL 2000 ETF | 29,203 | $5.2T | 476464.77% | |
| 61 | GEGENERAL ELECTRIC CO COM NEW | 46,432 | $5.1T | 473854.13% | |
| 62 | CMECME GROUP INC COM | 25,359 | $5.1T | 468707.80% | |
| 63 | VTIVANGUARD TOTAL STOCK MARKET ETF | 22,802 | $4.9T | 455391.38% | |
| 64 | MARMARRIOTT INTL INC NEW CL A | 24,182 | $4.8T | 438789.13% | |
| 65 | CHDCHURCH & DWIGHT CO INC COM | 51,271 | $4.7T | 433688.77% | |
| 66 | DWDMORGAN STANLEY COM NEW | 57,504 | $4.7T | 433539.96% | |
| 67 | CSLCARLISLE COS INC COM | 17,919 | $4.6T | 428853.08% | |
| 68 | SHELSHELL PLC SPON ADS | 71,986 | $4.6T | 427826.36% | |
| 69 | MORNMORNINGSTAR INC COM | 18,518 | $4.3T | 400427.23% | |
| 70 | LINLINDE PLC SHS | 11,490 | $4.3T | 394944.78% | |
| 71 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 135,122 | $4.2T | 386809.22% | |
| 72 | CMICUMMINS INC COM | 18,243 | $4.2T | 384742.77% | |
| 73 | CMCSACOMCAST CORP NEW CL A | 91,451 | $4.1T | 374328.25% | |
| 74 | PLDPROLOGIS INC. COM | 35,769 | $4.0T | 370512.63% | |
| 75 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 78,449 | $3.9T | 363401.39% | |
| 76 | PYPLPAYPAL HLDGS INC COM | 67,282 | $3.9T | 363099.98% | |
| 77 | AFLAFLAC INC COM | 51,022 | $3.9T | 361496.86% | |
| 78 | PANWPALO ALTO NETWORKS INC COM | 16,653 | $3.9T | 360406.53% | |
| 79 | CVXCHEVRON CORP NEW COM | 22,953 | $3.9T | 357281.88% | |
| 80 | XOMEXXON MOBIL CORP COM | 32,638 | $3.8T | 354266.99% | |
| 81 | SCHMSCHWAB U.S. MID-CAP ETF | 56,262 | $3.8T | 351515.20% | |
| 82 | WMWASTE MGMT INC DEL COM | 22,270 | $3.6T | 334655.40% | |
| 83 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 75,197 | $3.6T | 330357.89% | |
| 84 | NFLXNETFLIX INC COM | 9,210 | $3.5T | 321040.71% | |
| 85 | FTNTFORTINET INC COM | 58,626 | $3.4T | 317576.90% | |
| 86 | CRMSALESFORCE INC COM | 16,652 | $3.4T | 311716.70% | |
| 87 | ACWIISHARES MSCI ACWI ETF | 36,175 | $3.3T | 308466.50% | |
| 88 | ELVELEVANCE HEALTH INC COM | 7,628 | $3.3T | 306610.90% | |
| 89 | MDLZMONDELEZ INTL INC CL A | 44,463 | $3.1T | 284856.32% | |
| 90 | HLTHILTON WORLDWIDE HLDGS INC COM | 20,448 | $3.1T | 283485.91% | |
| 91 | JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 59,916 | $3.0T | 279043.85% | |
| 92 | DISDISNEY | 37,107 | $3.0T | 277635.59% | |
| 93 | GQ9SPDR GOLD SHARES | 16,946 | $2.9T | 268208.93% | |
| 94 | BDXBECTON DICKINSON & CO COM | 11,014 | $2.8T | 262859.97% | |
| 95 | CLCOLGATE PALMOLIVE CO COM | 39,632 | $2.8T | 260162.92% | |
| 96 | COPCONOCOPHILLIPS COM | 22,373 | $2.7T | 247428.36% | |
| 97 | AFWALIGN TECHNOLOGY INC COM | 8,762 | $2.7T | 246960.23% | |
| 98 | VOYAVOYA FINANCIAL INC COM | 36,840 | $2.5T | 234931.05% | |
| 99 | CARRCARRIER GLOBAL CORPORATION COM | 45,708 | $2.5T | 232916.57% | |
| 100 | NDQINVESCO QQQ TRUST SERIES I | 7,028 | $2.5T | 232439.95% |
Page 1 of 3Next