YHB Investment Advisors, Inc. Q4 2023 Filing
Filed January 29, 2024
Portfolio Value
$1032.7T
Holdings
264
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (264 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 371,891 | $71.6T | 6.93% | |
| 2 | MSFTMICROSOFT CORP COM | 159,570 | $60.0T | 5.81% | |
| 3 | AMZNAMAZON COM INC COM | 225,518 | $34.3T | 3.32% | |
| 4 | COSTCOSTCO WHSL CORP NEW COM | 46,086 | $30.4T | 2.95% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 76,812 | $27.4T | 2.65% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC COM | 47,851 | $25.4T | 2.46% | |
| 7 | IJHISHARES CORE S&P MID-CAP ETF | 87,791 | $24.3T | 2.36% | |
| 8 | GOOGLALPHABET INC CAP STK CL A | 168,505 | $23.5T | 2.28% | |
| 9 | VVISA INC COM CL A | 85,867 | $22.4T | 2.16% | |
| 10 | GOOGALPHABET INC CAP STK CL C | 155,922 | $22.0T | 2.13% | |
| 11 | IJRISHARES CORE S&P SMALL CAP ETF | 178,750 | $19.3T | 1.87% | |
| 12 | DHRDANAHER CORPORATION COM | 82,539 | $19.1T | 1.85% | |
| 13 | UNHUNITEDHEALTH GROUP INC COM | 31,271 | $16.5T | 1.59% | |
| 14 | ECLECOLAB INC COM | 77,043 | $15.3T | 1.48% | |
| 15 | SYKSTRYKER CORPORATION COM | 48,430 | $14.5T | 1.40% | |
| 16 | SPYSPDR S&P 500 ETF TRUST | 29,919 | $14.2T | 1.38% | |
| 17 | PEPPEPSICO INC COM | 81,515 | $13.8T | 1.34% | |
| 18 | INTUINTUIT COM | 21,690 | $13.6T | 1.31% | |
| 19 | HDHOME DEPOT INC COM | 38,601 | $13.4T | 1.30% | |
| 20 | AMGNAMGEN INC COM | 42,921 | $12.4T | 1.20% | |
| 21 | URIUNITED RENTALS INC COM | 20,503 | $11.8T | 1.14% | |
| 22 | NVDANVIDIA CORPORATION COM | 22,459 | $11.1T | 1.08% | |
| 23 | MCDMCDONALDS CORP COM | 34,914 | $10.4T | 1.00% | |
| 24 | JNJJOHNSON & JOHNSON COM | 60,402 | $9.5T | 0.92% | |
| 25 | LRCXEURLAM RESEARCH CORP COM | 12,055 | $9.4T | 0.91% | |
| 26 | AONAON PLC SHS CL A | 32,388 | $9.4T | 0.91% | |
| 27 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 119,833 | $9.1T | 0.88% | |
| 28 | UNPUNION PAC CORP COM | 36,915 | $9.1T | 0.88% | |
| 29 | IVWISHARES S&P 500 GROWTH ETF | 113,696 | $8.5T | 0.83% | |
| 30 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 102,898 | $8.5T | 0.83% | |
| 31 | IWBISHARES RUSSELL 1000 ETF | 32,482 | $8.5T | 0.82% | |
| 32 | IVVISHARES CORE S&P 500 ETF | 17,382 | $8.3T | 0.80% | |
| 33 | NKENIKE INC CL B | 76,264 | $8.3T | 0.80% | |
| 34 | ORCLORACLE CORP COM | 76,272 | $8.0T | 0.78% | |
| 35 | TJXTJX COS INC NEW COM | 82,102 | $7.7T | 0.75% | |
| 36 | ISRGINTUITIVE SURGICAL INC COM NEW | 22,803 | $7.7T | 0.74% | |
| 37 | APHAMPHENOL CORP NEW CL A | 76,563 | $7.6T | 0.73% | |
| 38 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | 74,679 | $7.5T | 0.72% | |
| 39 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 86,243 | $7.3T | 0.71% | |
| 40 | AQLTISHARES CORE MSCI EAFE ETF | 93,646 | $6.6T | 0.64% | |
| 41 | JPMJPMORGAN CHASE & CO COM | 37,634 | $6.4T | 0.62% | |
| 42 | IVEISHARES S&P 500 VALUE ETF | 35,896 | $6.2T | 0.60% | |
| 43 | VOOVANGUARD S&P 500 ETF | 14,123 | $6.2T | 0.60% | |
| 44 | ZTSZOETIS INC CL A | 30,450 | $6.0T | 0.58% | |
| 45 | NEENEXTERA ENERGY INC COM | 97,997 | $6.0T | 0.58% | |
| 46 | HONHONEYWELL INTL INC COM | 27,932 | $5.9T | 0.57% | |
| 47 | PGPROCTER AND GAMBLE CO COM | 38,652 | $5.7T | 0.55% | |
| 48 | CSLCARLISLE COS INC COM | 17,950 | $5.6T | 0.54% | |
| 49 | ABBVABBVIE INC COM | 35,294 | $5.5T | 0.53% | |
| 50 | METAMETA PLATFORMS INC CL A | 15,425 | $5.5T | 0.53% | |
| 51 | CMECME GROUP INC COM | 25,319 | $5.3T | 0.52% | |
| 52 | YUMYUM BRANDS INC COM | 39,059 | $5.1T | 0.49% | |
| 53 | GSGOLDMAN SACHS GROUP INC COM | 12,979 | $5.0T | 0.48% | |
| 54 | IWMISHARES RUSSELL 2000 ETF | 24,843 | $5.0T | 0.48% | |
| 55 | RTXRTX CORPORATION COM | 59,219 | $5.0T | 0.48% | |
| 56 | PAYXPAYCHEX INC COM | 41,604 | $5.0T | 0.48% | |
| 57 | WMTWALMART INC COM | 30,325 | $4.8T | 0.46% | |
| 58 | MCXMCCORMICK & CO INC COM NON VTG | 69,856 | $4.8T | 0.46% | |
| 59 | PANWPALO ALTO NETWORKS INC COM | 16,176 | $4.8T | 0.46% | |
| 60 | CHDCHURCH & DWIGHT CO INC COM | 48,559 | $4.6T | 0.44% | |
| 61 | CVXCHEVRON CORP NEW COM | 30,542 | $4.6T | 0.44% | |
| 62 | MARMARRIOTT INTL INC NEW CL A | 18,951 | $4.3T | 0.41% | |
| 63 | CRMSALESFORCE INC COM | 16,177 | $4.3T | 0.41% | |
| 64 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 124,737 | $4.2T | 0.41% | |
| 65 | SHELSHELL PLC SPON ADS | 64,310 | $4.2T | 0.41% | |
| 66 | LINLINDE PLC SHS | 10,275 | $4.2T | 0.41% | |
| 67 | CMICUMMINS INC COM | 17,606 | $4.2T | 0.41% | |
| 68 | GEGENERAL ELECTRIC CO COM NEW | 32,748 | $4.2T | 0.40% | |
| 69 | AFLAFLAC INC COM | 50,295 | $4.1T | 0.40% | |
| 70 | WWDWOODWARD INC COM | 30,306 | $4.1T | 0.40% | |
| 71 | MORNMORNINGSTAR INC COM | 14,092 | $4.0T | 0.39% | |
| 72 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 77,446 | $3.9T | 0.38% | |
| 73 | PLDPROLOGIS INC. COM | 28,961 | $3.9T | 0.37% | |
| 74 | ACWIISHARES MSCI ACWI ETF | 36,175 | $3.7T | 0.36% | |
| 75 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 72,400 | $3.6T | 0.35% | |
| 76 | CMCSACOMCAST CORP NEW CL A | 80,655 | $3.5T | 0.34% | |
| 77 | NFLXNETFLIX INC COM | 7,138 | $3.5T | 0.34% | |
| 78 | FTNTFORTINET INC COM | 58,314 | $3.4T | 0.33% | |
| 79 | FTVFORTIVE CORP COM | 46,090 | $3.4T | 0.33% | |
| 80 | DISDISNEY | 36,345 | $3.3T | 0.32% | |
| 81 | MDLZMONDELEZ INTL INC CL A | 44,205 | $3.2T | 0.31% | |
| 82 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 30,669 | $3.2T | 0.31% | |
| 83 | GQ9SPDR GOLD SHARES | 16,301 | $3.1T | 0.30% | |
| 84 | ELVELEVANCE HEALTH INC COM | 6,584 | $3.1T | 0.30% | |
| 85 | XOMEXXON MOBIL CORP COM | 30,880 | $3.1T | 0.30% | |
| 86 | VTIVANGUARD TOTAL STOCK MARKET ETF | 11,991 | $2.8T | 0.28% | |
| 87 | NDQINVESCO QQQ TRUST SERIES I | 6,879 | $2.8T | 0.27% | |
| 88 | HLTHILTON WORLDWIDE HLDGS INC COM | 15,363 | $2.8T | 0.27% | |
| 89 | NOWSERVICENOW INC COM | 3,943 | $2.8T | 0.27% | |
| 90 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 20,611 | $2.6T | 0.26% | |
| 91 | CARRCARRIER GLOBAL CORPORATION COM | 45,613 | $2.6T | 0.25% | |
| 92 | BDXBECTON DICKINSON & CO COM | 10,364 | $2.5T | 0.24% | |
| 93 | GWWGRAINGER W W INC COM | 2,905 | $2.4T | 0.23% | |
| 94 | LHXL3HARRIS TECHNOLOGIES INC COM | 11,394 | $2.4T | 0.23% | |
| 95 | CLCOLGATE PALMOLIVE CO COM | 29,770 | $2.4T | 0.23% | |
| 96 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 35,960 | $2.3T | 0.23% | |
| 97 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 65,727 | $2.3T | 0.23% | |
| 98 | WFCWELLS FARGO CO NEW COM | 47,032 | $2.3T | 0.22% | |
| 99 | BLKCHFBLACKROCK INC COM | 2,848 | $2.3T | 0.22% | |
| 100 | AFWALIGN TECHNOLOGY INC COM | 8,370 | $2.3T | 0.22% |
Page 1 of 3Next