YHB Investment Advisors, Inc. Q4 2022 Filing
Filed January 12, 2023
Portfolio Value
$937.3T
Holdings
283
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (283 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 408,379 | $53.1T | 5.66% | |
| 2 | MSFTMICROSOFT CORP COM | 177,368 | $42.5T | 4.54% | |
| 3 | TMOTHERMO FISHER SCIENTIFIC INC COM | 51,778 | $28.5T | 3.04% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 78,515 | $24.3T | 2.59% | |
| 5 | DHRDANAHER CORPORATION COM | 89,223 | $23.7T | 2.53% | |
| 6 | COSTCOSTCO WHSL CORP NEW COM | 48,451 | $22.1T | 2.36% | |
| 7 | AMZNAMAZON COM INC COM | 238,923 | $20.1T | 2.14% | |
| 8 | VVISA INC COM CL A | 92,878 | $19.3T | 2.06% | |
| 9 | SPYSPDR S&P 500 ETF TRUST | 49,868 | $19.1T | 2.03% | |
| 10 | IJHISHARES CORE S&P MID-CAP ETF | 74,975 | $18.1T | 1.93% | |
| 11 | UNHUNITEDHEALTH GROUP INC COM | 32,036 | $17.0T | 1.81% | |
| 12 | GOOGALPHABET INC CAP STK CL C | 185,659 | $16.5T | 1.76% | |
| 13 | GOOGLALPHABET INC CAP STK CL A | 182,366 | $16.1T | 1.72% | |
| 14 | PEPPEPSICO INC COM | 87,092 | $15.7T | 1.68% | |
| 15 | IJRISHARES CORE S&P SMALL CAP ETF | 139,781 | $13.2T | 1.41% | |
| 16 | SYKSTRYKER CORPORATION COM | 52,010 | $12.7T | 1.36% | |
| 17 | HDHOME DEPOT INC COM | 39,921 | $12.6T | 1.35% | |
| 18 | ECLECOLAB INC COM | 84,026 | $12.2T | 1.30% | |
| 19 | AMGNAMGEN INC COM | 46,453 | $12.2T | 1.30% | |
| 20 | JNJJOHNSON & JOHNSON COM | 65,005 | $11.5T | 1.23% | |
| 21 | AONAON PLC SHS CL A | 36,225 | $10.9T | 1.16% | |
| 22 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 143,678 | $10.9T | 1.16% | |
| 23 | NKENIKE INC CL B | 87,119 | $10.2T | 1.09% | |
| 24 | MCDMCDONALDS CORP COM | 38,298 | $10.1T | 1.08% | |
| 25 | INTUINTUIT COM | 25,780 | $10.0T | 1.07% | |
| 26 | DISDISNEY | 105,938 | $9.2T | 0.98% | |
| 27 | NEENEXTERA ENERGY INC COM | 109,286 | $9.1T | 0.97% | |
| 28 | URIUNITED RENTALS INC COM | 25,282 | $9.0T | 0.96% | |
| 29 | UNPUNION PAC CORP COM | 41,107 | $8.5T | 0.91% | |
| 30 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | 86,128 | $8.5T | 0.91% | |
| 31 | RTXRAYTHEON TECHNOLOGIES CORP COM | 81,283 | $8.2T | 0.88% | |
| 32 | MCXMCCORMICK & CO INC COM NON VTG | 94,309 | $7.8T | 0.83% | |
| 33 | ISRGINTUITIVE SURGICAL INC COM NEW | 29,163 | $7.7T | 0.83% | |
| 34 | TJXTJX COS INC NEW COM | 95,580 | $7.6T | 0.81% | |
| 35 | CVSCVS HEALTH CORP COM | 80,853 | $7.5T | 0.80% | |
| 36 | BDXBECTON DICKINSON & CO COM | 28,510 | $7.3T | 0.77% | |
| 37 | IVVISHARES CORE S&P 500 ETF | 18,736 | $7.2T | 0.77% | |
| 38 | IVWISHARES S&P 500 GROWTH ETF | 122,106 | $7.1T | 0.76% | |
| 39 | ORCLORACLE CORP COM | 87,136 | $7.1T | 0.76% | |
| 40 | HONHONEYWELL INTL INC COM | 32,949 | $7.1T | 0.75% | |
| 41 | DWDMORGAN STANLEY COM NEW | 75,223 | $6.4T | 0.68% | |
| 42 | ABBVABBVIE INC COM | 39,256 | $6.3T | 0.68% | |
| 43 | PAYXPAYCHEX INC COM | 54,605 | $6.3T | 0.67% | |
| 44 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 112,542 | $6.3T | 0.67% | |
| 45 | APHAMPHENOL CORP NEW CL A | 81,430 | $6.2T | 0.66% | |
| 46 | LRCXEURLAM RESEARCH CORP COM | 14,729 | $6.2T | 0.66% | |
| 47 | PGPROCTER AND GAMBLE CO COM | 39,950 | $6.1T | 0.65% | |
| 48 | GSGOLDMAN SACHS GROUP INC COM | 16,627 | $5.7T | 0.61% | |
| 49 | IVEISHARES S&P 500 VALUE ETF | 38,821 | $5.6T | 0.60% | |
| 50 | IWMISHARES RUSSELL 2000 ETF | 30,612 | $5.3T | 0.57% | |
| 51 | FTVFORTIVE CORP COM | 81,370 | $5.2T | 0.56% | |
| 52 | YUMYUM BRANDS INC COM | 39,536 | $5.1T | 0.54% | |
| 53 | PYPLPAYPAL HLDGS INC COM | 70,930 | $5.1T | 0.54% | |
| 54 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 95,994 | $4.8T | 0.51% | |
| 55 | VOOVANGUARD S&P 500 ETF | 13,621 | $4.8T | 0.51% | |
| 56 | AQLTISHARES CORE MSCI EAFE ETF | 76,707 | $4.7T | 0.50% | |
| 57 | CMECME GROUP INC COM | 26,997 | $4.5T | 0.48% | |
| 58 | CMICUMMINS INC COM | 17,557 | $4.3T | 0.45% | |
| 59 | GQ9SPDR GOLD SHARES | 25,018 | $4.2T | 0.45% | |
| 60 | CHDCHURCH & DWIGHT CO INC COM | 52,255 | $4.2T | 0.45% | |
| 61 | CSLCARLISLE COS INC COM | 17,642 | $4.1T | 0.44% | |
| 62 | MORNMORNINGSTAR INC COM | 19,103 | $4.1T | 0.44% | |
| 63 | WMTWALMART INC COM | 29,114 | $4.1T | 0.44% | |
| 64 | PFEPFIZER INC COM | 79,621 | $4.1T | 0.44% | |
| 65 | ZTSZOETIS INC CL A | 27,598 | $4.0T | 0.43% | |
| 66 | GEGENERAL ELECTRIC CO COM NEW | 48,003 | $4.0T | 0.43% | |
| 67 | PLDPROLOGIS INC. COM | 35,155 | $4.0T | 0.42% | |
| 68 | MARMARRIOTT INTL INC NEW CL A | 26,438 | $3.9T | 0.42% | |
| 69 | CMCSACOMCAST CORP NEW CL A | 112,282 | $3.9T | 0.42% | |
| 70 | LINLINDE PLC SHS | 11,443 | $3.7T | 0.40% | |
| 71 | CVXCHEVRON CORP NEW COM | 20,301 | $3.6T | 0.39% | |
| 72 | AFLAFLAC INC COM | 50,244 | $3.6T | 0.39% | |
| 73 | JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 71,212 | $3.6T | 0.38% | |
| 74 | XOMEXXON MOBIL CORP COM | 32,612 | $3.6T | 0.38% | |
| 75 | SCHMSCHWAB U.S. MID-CAP ETF | 54,264 | $3.6T | 0.38% | |
| 76 | TFCTRUIST FINL CORP COM | 82,570 | $3.6T | 0.38% | |
| 77 | ELVELEVANCE HEALTH INC COM | 6,805 | $3.5T | 0.37% | |
| 78 | YUMCYUM CHINA HLDGS INC COM | 61,810 | $3.4T | 0.36% | |
| 79 | SCHASCHWAB U.S. SMALL-CAP ETF | 80,557 | $3.3T | 0.35% | |
| 80 | WFCWELLS FARGO CO NEW COM | 77,589 | $3.2T | 0.34% | |
| 81 | CLCOLGATE PALMOLIVE CO COM | 40,601 | $3.2T | 0.34% | |
| 82 | USBUS BANCORP DEL COM NEW | 72,619 | $3.2T | 0.34% | |
| 83 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 66,941 | $3.1T | 0.33% | |
| 84 | NVDANVIDIA CORPORATION COM | 21,314 | $3.1T | 0.33% | |
| 85 | JPMJPMORGAN CHASE & CO COM | 22,350 | $3.0T | 0.32% | |
| 86 | EWEDWARDS LIFESCIENCES CORP COM | 40,066 | $3.0T | 0.32% | |
| 87 | HLTHILTON WORLDWIDE HLDGS INC COM | 23,298 | $2.9T | 0.31% | |
| 88 | WWDWOODWARD INC COM | 30,325 | $2.9T | 0.31% | |
| 89 | MDLZMONDELEZ INTL INC CL A | 42,987 | $2.9T | 0.31% | |
| 90 | DGDOLLAR GEN CORP NEW COM | 11,507 | $2.8T | 0.30% | |
| 91 | WTRGESSENTIAL UTILS INC COM | 56,033 | $2.7T | 0.28% | |
| 92 | SHELSHELL PLC SPON ADS | 43,906 | $2.5T | 0.27% | |
| 93 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 21,456 | $2.2T | 0.24% | |
| 94 | VTIVANGUARD TOTAL STOCK MARKET ETF | 11,696 | $2.2T | 0.24% | |
| 95 | IWBISHARES RUSSELL 1000 ETF | 10,527 | $2.2T | 0.24% | |
| 96 | EBAEBAY INC. COM | 53,276 | $2.2T | 0.24% | |
| 97 | FASTFASTENAL CO COM | 46,326 | $2.2T | 0.23% | |
| 98 | LHXL3HARRIS TECHNOLOGIES INC COM | 10,407 | $2.2T | 0.23% | |
| 99 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 27,712 | $2.1T | 0.22% | |
| 100 | NFLXNETFLIX INC COM | 7,003 | $2.1T | 0.22% |
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