YHB Investment Advisors, Inc. Q4 2020 Filing
Filed January 21, 2021
Portfolio Value
$1.1T
Holdings
278
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 454,431 | $60.3B | 5.74% | |
| 2 | MSFTMICROSOFT CORP COM | 192,377 | $42.8B | 4.07% | |
| 3 | AMZNAMAZON COM INC COM | 11,303 | $36.8B | 3.50% | |
| 4 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 298,549 | $30.5B | 2.90% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC INC COM | 57,641 | $26.8B | 2.56% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 101,785 | $23.6B | 2.25% | |
| 7 | DISDISNEY | 119,570 | $21.7B | 2.06% | |
| 8 | DHRDANAHER CORPORATION COM | 96,490 | $21.4B | 2.04% | |
| 9 | GOOGALPHABET INC CAP STK CL C | 11,337 | $19.9B | 1.89% | |
| 10 | VVISA INC COM CL A | 88,474 | $19.4B | 1.84% | |
| 11 | COSTCOSTCO WHSL CORP NEW COM | 50,896 | $19.2B | 1.83% | |
| 12 | GOOGLALPHABET INC CAP STK CL A | 10,411 | $18.2B | 1.74% | |
| 13 | PYPLPAYPAL HLDGS INC COM | 67,664 | $15.8B | 1.51% | |
| 14 | ECLECOLAB INC COM | 69,118 | $15.0B | 1.42% | |
| 15 | IJHISHARES S&P MIDCAP FUND | 63,422 | $14.6B | 1.39% | |
| 16 | CMCSACOMCAST CORP NEW CL A | 269,945 | $14.1B | 1.35% | |
| 17 | NKENIKE INC CL B | 94,170 | $13.3B | 1.27% | |
| 18 | PEPPEPSICO INC COM | 85,231 | $12.6B | 1.20% | |
| 19 | SYKSTRYKER CORPORATION COM | 51,302 | $12.6B | 1.20% | |
| 20 | UNHUNITEDHEALTH GROUP INC COM | 35,461 | $12.4B | 1.18% | |
| 21 | METAFACEBOOK INC CL A | 44,677 | $12.2B | 1.16% | |
| 22 | QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF | 553,204 | $12.1B | 1.15% | |
| 23 | BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | 533,853 | $12.1B | 1.15% | |
| 24 | HDHOME DEPOT INC COM | 42,320 | $11.2B | 1.07% | |
| 25 | INTUINTUIT COM | 28,611 | $10.9B | 1.03% | |
| 26 | AMGNAMGEN INC COM | 47,104 | $10.8B | 1.03% | |
| 27 | JNJJOHNSON & JOHNSON COM | 66,932 | $10.5B | 1.00% | |
| 28 | MCXMCCORMICK & CO INC COM NON VTG | 106,700 | $10.2B | 0.97% | |
| 29 | SPYSPDR S&P 500 ETF | 25,993 | $9.7B | 0.92% | |
| 30 | AONAON PLC SHS CL A | 45,641 | $9.6B | 0.92% | |
| 31 | IJRISHARES S&P SMALL-CAP FUND | 103,263 | $9.5B | 0.90% | |
| 32 | NEENEXTERA ENERGY INC COM | 115,934 | $8.9B | 0.85% | |
| 33 | BDXBECTON DICKINSON & CO COM | 33,392 | $8.4B | 0.80% | |
| 34 | UNPUNION PAC CORP COM | 39,955 | $8.3B | 0.79% | |
| 35 | MCDMCDONALDS CORP COM | 38,723 | $8.3B | 0.79% | |
| 36 | ISRGINTUITIVE SURGICAL INC COM NEW | 10,053 | $8.2B | 0.78% | |
| 37 | LRCXEURLAM RESEARCH CORP COM | 16,165 | $7.6B | 0.73% | |
| 38 | IVWISHARES S&P 500 GROWTH ETF | 117,157 | $7.5B | 0.71% | |
| 39 | TJXTJX COS INC NEW COM | 108,021 | $7.4B | 0.70% | |
| 40 | URIUNITED RENTALS INC COM | 30,134 | $7.0B | 0.67% | |
| 41 | BSCLINVESCO BULLETSHARES 2021 CORPORATE BOND ETF | 321,953 | $6.8B | 0.65% | |
| 42 | HONHONEYWELL INTL INC COM | 31,748 | $6.8B | 0.64% | |
| 43 | ORCLORACLE CORP COM | 102,992 | $6.7B | 0.63% | |
| 44 | RTXRAYTHEON TECHNOLOGIES CORP COM | 91,068 | $6.5B | 0.62% | |
| 45 | FTVFORTIVE CORP COM | 90,151 | $6.4B | 0.61% | |
| 46 | CVSCVS HEALTH CORP COM | 90,616 | $6.2B | 0.59% | |
| 47 | IWMISHARES RUSSELL 2000 ETF | 31,484 | $6.2B | 0.59% | |
| 48 | APHAMPHENOL CORP NEW CL A | 46,824 | $6.1B | 0.58% | |
| 49 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 47,082 | $6.0B | 0.58% | |
| 50 | VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 70,110 | $5.8B | 0.56% | |
| 51 | GSGOLDMAN SACHS GROUP INC COM | 22,023 | $5.8B | 0.55% | |
| 52 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 48,295 | $5.7B | 0.54% | |
| 53 | PGPROCTER AND GAMBLE CO COM | 40,769 | $5.7B | 0.54% | |
| 54 | PAYXPAYCHEX INC COM | 60,189 | $5.6B | 0.53% | |
| 55 | IVVISHARES CORE S&P 500 ETF | 14,887 | $5.6B | 0.53% | |
| 56 | MARMARRIOTT INTL INC NEW CL A | 41,488 | $5.5B | 0.52% | |
| 57 | DWDMORGAN STANLEY COM NEW | 79,178 | $5.4B | 0.52% | |
| 58 | CMECME GROUP INC COM | 29,738 | $5.4B | 0.52% | |
| 59 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 105,115 | $5.3B | 0.51% | |
| 60 | MORNMORNINGSTAR INC COM | 23,048 | $5.3B | 0.51% | |
| 61 | GEGENERAL ELECTRIC CO COM | 468,818 | $5.1B | 0.48% | |
| 62 | FISFIDELITY NATL INFORMATION SVCS COM | 35,001 | $5.0B | 0.47% | |
| 63 | CLCOLGATE PALMOLIVE CO COM | 55,021 | $4.7B | 0.45% | |
| 64 | CHDCHURCH & DWIGHT INC COM | 53,396 | $4.7B | 0.44% | |
| 65 | TRVCCITIGROUP INC COM NEW | 73,818 | $4.6B | 0.43% | |
| 66 | CTXSEURCITRIX SYS INC COM | 34,408 | $4.5B | 0.43% | |
| 67 | WFCWELLS FARGO CO NEW COM | 146,897 | $4.4B | 0.42% | |
| 68 | GQ9SPDR GOLD SHARES | 24,807 | $4.4B | 0.42% | |
| 69 | YUMYUM BRANDS INC COM | 39,826 | $4.3B | 0.41% | |
| 70 | YUMCYUM CHINA HLDGS INC COM | 72,095 | $4.1B | 0.39% | |
| 71 | ZTSZOETIS INC CL A | 24,634 | $4.1B | 0.39% | |
| 72 | TFCTRUIST FINL CORP COM | 83,568 | $4.0B | 0.38% | |
| 73 | EWEDWARDS LIFESCIENCES CORP COM | 40,451 | $3.7B | 0.35% | |
| 74 | CMICUMMINS INC COM | 16,126 | $3.7B | 0.35% | |
| 75 | VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | 66,080 | $3.6B | 0.34% | |
| 76 | PFEPFIZER INC COM | 96,587 | $3.6B | 0.34% | |
| 77 | SCHASCHWAB U.S. SMALL-CAP ETF | 39,226 | $3.5B | 0.33% | |
| 78 | VOOVANGUARD S&P 500 ETF | 10,103 | $3.5B | 0.33% | |
| 79 | NFLXNETFLIX INC COM | 6,378 | $3.4B | 0.33% | |
| 80 | EEMISHARES MSCI EMERGING MARKETS ETF | 66,369 | $3.4B | 0.33% | |
| 81 | GSYINVESCO ULTRA SHORT DURATION ETF | 67,390 | $3.4B | 0.32% | |
| 82 | SCHMSCHWAB U.S. MID-CAP ETF | 48,966 | $3.3B | 0.32% | |
| 83 | HLTHILTON WORLDWIDE HLDGS INC COM | 30,003 | $3.3B | 0.32% | |
| 84 | LINLINDE PLC SHS | 12,524 | $3.3B | 0.31% | |
| 85 | PLDPROLOGIS INC. COM | 31,234 | $3.1B | 0.30% | |
| 86 | WWDWOODWARD INC COM | 25,307 | $3.1B | 0.29% | |
| 87 | USBUS BANCORP DEL COM NEW | 65,928 | $3.1B | 0.29% | |
| 88 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 47,114 | $3.0B | 0.29% | |
| 89 | FASTFASTENAL CO COM | 60,621 | $3.0B | 0.28% | |
| 90 | ELVANTHEM INC COM | 8,998 | $2.9B | 0.27% | |
| 91 | MDLZMONDELEZ INTL INC CL A | 49,062 | $2.9B | 0.27% | |
| 92 | BSCOINVESCO BULLETSHARES 2024 CORPORATE BOND ETF | 125,994 | $2.8B | 0.27% | |
| 93 | CSLCARLISLE COS INC COM | 18,016 | $2.8B | 0.27% | |
| 94 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 50,714 | $2.8B | 0.27% | |
| 95 | WTRGESSENTIAL UTILS INC COM | 57,881 | $2.7B | 0.26% | |
| 96 | EBAEBAY INC. COM | 53,108 | $2.7B | 0.25% | |
| 97 | NDQINVESCO QQQ TRUST | 8,484 | $2.7B | 0.25% | |
| 98 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 30,232 | $2.6B | 0.25% | |
| 99 | WMTWALMART INC COM | 17,815 | $2.6B | 0.24% | |
| 100 | MDTMEDTRONIC PLC SHS | 21,873 | $2.6B | 0.24% |
Page 1 of 3Next