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
1	AAPLAPPLE INC COM	396,364	$67.0M	6.19%
2	MSFTMICROSOFT CORP COM	169,904	$53.0M	4.89%
3	VVISA INC COM CL A	184,819	$42.0M	3.88%
4	AMZNAMAZON COM INC COM	243,985	$31.0M	2.86%
5	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	78,923	$27.0M	2.49%
6	TMOTHERMO FISHER SCIENTIFIC INC COM	50,659	$25.0M	2.31%
7	GOOGLALPHABET INC CAP STK CL A	179,029	$23.0M	2.12%
8	GOOGALPHABET INC CAP STK CL C	179,102	$23.0M	2.12%
9	DHRDANAHER CORPORATION COM	88,621	$21.0M	1.94%
10	IJHISHARES CORE S&P MID-CAP ETF	76,018	$18.0M	1.66%
11	UNHUNITEDHEALTH GROUP INC COM	35,014	$17.0M	1.57%
12	IJRISHARES CORE S&P SMALL CAP ETF	176,024	$16.0M	1.48%
13	ECLECOLAB INC COM	83,003	$14.0M	1.29%
14	PEPPEPSICO INC COM	87,573	$14.0M	1.29%
15	SYKSTRYKER CORPORATION COM	51,475	$14.0M	1.29%
16	ZTSZOETIS INC CL A	88,270	$14.0M	1.29%
17	HDHOME DEPOT INC COM	41,351	$12.0M	1.11%
18	AMGNAMGEN INC COM	46,510	$12.0M	1.11%
19	SPYSPDR S&P 500 ETF TRUST	30,176	$12.0M	1.11%
20	AONAON PLC SHS CL A	35,219	$11.0M	1.02%
21	YUMYUM BRANDS INC COM	80,082	$10.0M	0.92%
22	JNJJOHNSON & JOHNSON COM	64,712	$10.0M	0.92%
23	NVDANVIDIA CORPORATION COM	23,648	$10.0M	0.92%
24	URIUNITED RENTALS INC COM	24,348	$10.0M	0.92%
25	YUMCYUM CHINA HLDGS INC COM	179,763	$9.0M	0.83%
26	SCHDSCHWAB US DIVIDEND EQUITY ETF	136,528	$9.0M	0.83%
27	MCDMCDONALDS CORP COM	37,654	$9.0M	0.83%
28	WMTWALMART INC COM	60,469	$8.0M	0.74%
29	WWDWOODWARD INC COM	69,578	$8.0M	0.74%
30	TJXTJX COS INC NEW COM	92,577	$8.0M	0.74%
31	ORCLORACLE CORP COM	83,645	$8.0M	0.74%
32	UNPUNION PAC CORP COM	40,737	$8.0M	0.74%
33	NKENIKE INC CL B	85,185	$8.0M	0.74%
34	ISRGINTUITIVE SURGICAL INC COM NEW	28,763	$8.0M	0.74%
35	IVWISHARES S&P 500 GROWTH ETF	127,075	$8.0M	0.74%
36	IVVISHARES CORE S&P 500 ETF	17,233	$7.0M	0.65%
37	IWBISHARES RUSSELL 1000 ETF	30,687	$7.0M	0.65%
38	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	98,624	$7.0M	0.65%
39	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF	78,458	$7.0M	0.65%
40	IVEISHARES S&P 500 VALUE ETF	39,960	$6.0M	0.55%
41	FTVFORTIVE CORP COM	82,136	$6.0M	0.55%
42	WFCWELLS FARGO CO NEW COM	155,453	$6.0M	0.55%
43	NEENEXTERA ENERGY INC COM	108,364	$6.0M	0.55%
44	MCXMCCORMICK & CO INC COM NON VTG	86,826	$6.0M	0.55%
45	APHAMPHENOL CORP NEW CL A	79,676	$6.0M	0.55%
46	MOATVANECK MORNINGSTAR WIDE MOAT ETF	70,819	$5.0M	0.46%
47	PAYXPAYCHEX INC COM	50,801	$5.0M	0.46%
48	CMECME GROUP INC COM	25,359	$5.0M	0.46%
49	VOOVANGUARD S&P 500 ETF	14,206	$5.0M	0.46%
50	GSGOLDMAN SACHS GROUP INC COM	16,395	$5.0M	0.46%
51	JPMJPMORGAN CHASE & CO COM	37,126	$5.0M	0.46%
52	PGPROCTER AND GAMBLE CO COM	38,926	$5.0M	0.46%
53	GEGENERAL ELECTRIC CO COM NEW	46,432	$5.0M	0.46%
54	HONHONEYWELL INTL INC COM	31,592	$5.0M	0.46%
55	METAMETA PLATFORMS INC CL A	18,693	$5.0M	0.46%
56	IWMISHARES RUSSELL 2000 ETF	29,203	$5.0M	0.46%
57	RTXRTX CORPORATION COM	80,425	$5.0M	0.46%
58	ABBVABBVIE INC COM	37,699	$5.0M	0.46%
59	AQLTISHARES CORE MSCI EAFE ETF	91,377	$5.0M	0.46%
60	SHELSHELL PLC SPON ADS	71,986	$4.0M	0.37%
61	VTIVANGUARD TOTAL STOCK MARKET ETF	22,802	$4.0M	0.37%
62	DWDMORGAN STANLEY COM NEW	57,504	$4.0M	0.37%
63	SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	135,122	$4.0M	0.37%
64	CHDCHURCH & DWIGHT CO INC COM	51,271	$4.0M	0.37%
65	CMICUMMINS INC COM	18,243	$4.0M	0.37%
66	CSLCARLISLE COS INC COM	17,919	$4.0M	0.37%
67	PLDPROLOGIS INC. COM	35,769	$4.0M	0.37%
68	MORNMORNINGSTAR INC COM	18,518	$4.0M	0.37%
69	MARMARRIOTT INTL INC NEW CL A	24,182	$4.0M	0.37%
70	LINLINDE PLC SHS	11,490	$4.0M	0.37%
71	CMCSACOMCAST CORP NEW CL A	91,451	$4.0M	0.37%
72	NFLXNETFLIX INC COM	9,210	$3.0M	0.28%
73	HLTHILTON WORLDWIDE HLDGS INC COM	20,448	$3.0M	0.28%
74	AFLAFLAC INC COM	51,022	$3.0M	0.28%
75	CRMSALESFORCE INC COM	16,652	$3.0M	0.28%
76	ELVELEVANCE HEALTH INC COM	7,628	$3.0M	0.28%
77	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	78,449	$3.0M	0.28%
78	SCHMSCHWAB U.S. MID-CAP ETF	56,262	$3.0M	0.28%
79	MDLZMONDELEZ INTL INC CL A	44,463	$3.0M	0.28%
80	PYPLPAYPAL HLDGS INC COM	67,282	$3.0M	0.28%
81	FTNTFORTINET INC COM	58,626	$3.0M	0.28%
82	PANWPALO ALTO NETWORKS INC COM	16,653	$3.0M	0.28%
83	XOMEXXON MOBIL CORP COM	32,638	$3.0M	0.28%
84	JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	59,916	$3.0M	0.28%
85	CVXCHEVRON CORP NEW COM	22,953	$3.0M	0.28%
86	IEMGISHARES CORE MSCI EMERGING MARKETS ETF	75,197	$3.0M	0.28%
87	ACWIISHARES MSCI ACWI ETF	36,175	$3.0M	0.28%
88	DISDISNEY	37,107	$3.0M	0.28%
89	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	25,467	$2.0M	0.18%
90	BDXBECTON DICKINSON & CO COM	11,014	$2.0M	0.18%
91	WTRGESSENTIAL UTILS INC COM	58,264	$2.0M	0.18%
92	COFCAPITAL ONE FINL CORP COM	22,269	$2.0M	0.18%
93	EWEDWARDS LIFESCIENCES CORP COM	34,997	$2.0M	0.18%
94	NOWSERVICENOW INC COM	4,122	$2.0M	0.18%
95	SPEMSPDR PORTFOLIO EMERGING MARKETS ETF	71,390	$2.0M	0.18%
96	PFEPFIZER INC COM	75,549	$2.0M	0.18%
97	WMWASTE MGMT INC DEL COM	22,270	$2.0M	0.18%
98	FASTFASTENAL CO COM	44,656	$2.0M	0.18%
99	AERAERCAP HOLDINGS NV SHS	33,780	$2.0M	0.18%
100	SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF	37,121	$2.0M	0.18%

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