YHB Investment Advisors, Inc. Q4 2023 Filing

Filed January 29, 2024

Portfolio Value

$1.0B

Holdings

264

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (264 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC COM	371,891	$71.0M	6.87%
2	MSFTMICROSOFT CORP COM	159,570	$60.0M	5.81%
3	—AKILI INC COMMON STOCK	105,930	$51.6M	5.00%
4	AMZNAMAZON COM INC COM	225,518	$34.0M	3.29%
5	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	76,812	$27.0M	2.61%
6	IJHISHARES CORE S&P MID-CAP ETF	87,791	$24.0M	2.32%
7	GOOGLALPHABET INC CAP STK CL A	168,505	$23.0M	2.23%
8	VVISA INC COM CL A	85,867	$22.0M	2.13%
9	GOOGALPHABET INC CAP STK CL C	155,922	$21.0M	2.03%
10	IJRISHARES CORE S&P SMALL CAP ETF	178,750	$19.0M	1.84%
11	DHRDANAHER CORPORATION COM	82,539	$19.0M	1.84%
12	ECLECOLAB INC COM	77,043	$15.0M	1.45%
13	SPYSPDR S&P 500 ETF TRUST	29,919	$14.0M	1.36%
14	SYKSTRYKER CORPORATION COM	48,430	$14.0M	1.36%
15	HDHOME DEPOT INC COM	38,601	$13.0M	1.26%
16	PEPPEPSICO INC COM	81,515	$13.0M	1.26%
17	AMGNAMGEN INC COM	42,921	$12.0M	1.16%
18	NVDANVIDIA CORPORATION COM	22,459	$11.0M	1.07%
19	MCDMCDONALDS CORP COM	34,914	$10.0M	0.97%
20	SCHDSCHWAB US DIVIDEND EQUITY ETF	119,833	$9.0M	0.87%
21	JNJJOHNSON & JOHNSON COM	60,402	$9.0M	0.87%
22	AONAON PLC SHS CL A	32,388	$9.0M	0.87%
23	UNPUNION PAC CORP COM	36,915	$9.0M	0.87%
24	IVVISHARES CORE S&P 500 ETF	17,382	$8.0M	0.77%
25	IWBISHARES RUSSELL 1000 ETF	32,482	$8.0M	0.77%
26	NKENIKE INC CL B	76,264	$8.0M	0.77%
27	IVWISHARES S&P 500 GROWTH ETF	113,696	$8.0M	0.77%
28	ORCLORACLE CORP COM	76,272	$8.0M	0.77%
29	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	102,898	$8.0M	0.77%
30	MOATVANECK MORNINGSTAR WIDE MOAT ETF	86,243	$7.0M	0.68%
31	TJXTJX COS INC NEW COM	82,102	$7.0M	0.68%
32	APHAMPHENOL CORP NEW CL A	76,563	$7.0M	0.68%
33	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF	74,679	$7.0M	0.68%
34	ISRGINTUITIVE SURGICAL INC COM NEW	22,803	$7.0M	0.68%
35	IVEISHARES S&P 500 VALUE ETF	35,896	$6.0M	0.58%
36	VOOVANGUARD S&P 500 ETF	14,123	$6.0M	0.58%
37	AQLTISHARES CORE MSCI EAFE ETF	93,646	$6.0M	0.58%
38	ZTSZOETIS INC CL A	30,450	$6.0M	0.58%
39	JPMJPMORGAN CHASE & CO COM	37,634	$6.0M	0.58%
40	GSGOLDMAN SACHS GROUP INC COM	12,979	$5.0M	0.48%
41	ABBVABBVIE INC COM	35,294	$5.0M	0.48%
42	YUMYUM BRANDS INC COM	39,059	$5.0M	0.48%
43	NEENEXTERA ENERGY INC COM	97,997	$5.0M	0.48%
44	PGPROCTER AND GAMBLE CO COM	38,652	$5.0M	0.48%
45	CSLCARLISLE COS INC COM	17,950	$5.0M	0.48%
46	HONHONEYWELL INTL INC COM	27,932	$5.0M	0.48%
47	METAMETA PLATFORMS INC CL A	15,425	$5.0M	0.48%
48	CMECME GROUP INC COM	25,319	$5.0M	0.48%
49	CMICUMMINS INC COM	17,606	$4.0M	0.39%
50	MARMARRIOTT INTL INC NEW CL A	18,951	$4.0M	0.39%
51	WMTWALMART INC COM	30,325	$4.0M	0.39%
52	CRMSALESFORCE INC COM	16,177	$4.0M	0.39%
53	SHELSHELL PLC SPON ADS	64,310	$4.0M	0.39%
54	GEGENERAL ELECTRIC CO COM NEW	32,748	$4.0M	0.39%
55	MCXMCCORMICK & CO INC COM NON VTG	69,856	$4.0M	0.39%
56	IWMISHARES RUSSELL 2000 ETF	24,843	$4.0M	0.39%
57	AFLAFLAC INC COM	50,295	$4.0M	0.39%
58	SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	124,737	$4.0M	0.39%
59	CVXCHEVRON CORP NEW COM	30,542	$4.0M	0.39%
60	PANWPALO ALTO NETWORKS INC COM	16,176	$4.0M	0.39%
61	PAYXPAYCHEX INC COM	41,604	$4.0M	0.39%
62	RTXRTX CORPORATION COM	59,219	$4.0M	0.39%
63	WWDWOODWARD INC COM	30,306	$4.0M	0.39%
64	MORNMORNINGSTAR INC COM	14,092	$4.0M	0.39%
65	CHDCHURCH & DWIGHT CO INC COM	48,559	$4.0M	0.39%
66	LINLINDE PLC SHS	10,275	$4.0M	0.39%
67	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	30,669	$3.0M	0.29%
68	CMCSACOMCAST CORP NEW CL A	80,655	$3.0M	0.29%
69	GQ9SPDR GOLD SHARES	16,301	$3.0M	0.29%
70	IEMGISHARES CORE MSCI EMERGING MARKETS ETF	77,446	$3.0M	0.29%
71	FTVFORTIVE CORP COM	46,090	$3.0M	0.29%
72	NFLXNETFLIX INC COM	7,138	$3.0M	0.29%
73	PLDPROLOGIS INC. COM	28,961	$3.0M	0.29%
74	MDLZMONDELEZ INTL INC CL A	44,205	$3.0M	0.29%
75	FTNTFORTINET INC COM	58,314	$3.0M	0.29%
76	DISDISNEY	36,345	$3.0M	0.29%
77	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	72,400	$3.0M	0.29%
78	XOMEXXON MOBIL CORP COM	30,880	$3.0M	0.29%
79	ELVELEVANCE HEALTH INC COM	6,584	$3.0M	0.29%
80	ACWIISHARES MSCI ACWI ETF	36,175	$3.0M	0.29%
81	LOWLOWES COS INC COM	9,013	$2.0M	0.19%
82	YUMCYUM CHINA HLDGS INC COM	53,431	$2.0M	0.19%
83	EBAEBAY INC. COM	46,221	$2.0M	0.19%
84	AFWALIGN TECHNOLOGY INC COM	8,370	$2.0M	0.19%
85	COFCAPITAL ONE FINL CORP COM	17,078	$2.0M	0.19%
86	FASTFASTENAL CO COM	31,316	$2.0M	0.19%
87	WFCWELLS FARGO CO NEW COM	47,032	$2.0M	0.19%
88	BDXBECTON DICKINSON & CO COM	10,364	$2.0M	0.19%
89	CARRCARRIER GLOBAL CORPORATION COM	45,613	$2.0M	0.19%
90	VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF	26,105	$2.0M	0.19%
91	JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	41,990	$2.0M	0.19%
92	LHXL3HARRIS TECHNOLOGIES INC COM	11,394	$2.0M	0.19%
93	SPEMSPDR PORTFOLIO EMERGING MARKETS ETF	65,727	$2.0M	0.19%
94	IQLTISHARES MSCI INTL QUALITY FACTOR ETF	56,804	$2.0M	0.19%
95	WMWASTE MGMT INC DEL COM	11,379	$2.0M	0.19%
96	IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	43,040	$2.0M	0.19%
97	HLTHILTON WORLDWIDE HLDGS INC COM	15,363	$2.0M	0.19%
98	NDQINVESCO QQQ TRUST SERIES I	6,879	$2.0M	0.19%
99	VTIVANGUARD TOTAL STOCK MARKET ETF	11,991	$2.0M	0.19%
100	CLCOLGATE PALMOLIVE CO COM	29,770	$2.0M	0.19%

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