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 | Value |
|---|---|
YUMCYUM CHINA HLDGS INC COM | $2.3M |
COFCAPITAL ONE FINL CORP COM | $2.2M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2.2M |
IQLTISHARES MSCI INTL QUALITY FACTOR ETF | $2.1M |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.1M |
WMWASTE MGMT INC DEL COM | $2.0M |
FASTFASTENAL CO COM | $2.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $2.0M |
EBAEBAY INC. COM | $2.0M |
LOWLOWES COS INC COM | $2.0M |
ITWILLINOIS TOOL WKS INC COM | $2.0M |
PFEPFIZER INC COM | $2.0M |
OTISOTIS WORLDWIDE CORP COM | $2.0M |
DWDMORGAN STANLEY COM NEW | $1.9M |
VVVANGUARD LARGE-CAP ETF | $1.9M |
WTRGESSENTIAL UTILS INC COM | $1.9M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $1.9M |
COPCONOCOPHILLIPS COM | $1.8M |
AERAERCAP HOLDINGS NV SHS | $1.8M |
AZOAUTOZONE INC COM | $1.8M |
PSXPHILLIPS 66 COM | $1.7M |
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $1.7M |
KVUEKENVUE INC COM | $1.6M |
CSCOCISCO SYS INC COM | $1.6M |
MAMASTERCARD INCORPORATED CL A | $1.6M |
TRVCCITIGROUP INC COM NEW | $1.6M |
SCHXSCHWAB U.S. LARGE-CAP ETF | $1.6M |
PBEINVESCO BIOTECHNOLOGY & GENOME ETF | $1.5M |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $1.4M |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $1.4M |
BMYBRISTOL-MYERS SQUIBB CO COM | $1.3M |
MRKMERCK & CO INC COM | $1.3M |
VLTOVERALTO CORP COM SHS | $1.3M |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.2M |
CVSCVS HEALTH CORP COM | $1.2M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $1.2M |
ALCALCON AG ORD SHS | $1.2M |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $1.1M |
AXPAMERICAN EXPRESS CO COM | $1.1M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $1.1M |
VOYAVOYA FINANCIAL INC COM | $1.1M |
ADPAUTOMATIC DATA PROCESSING INC COM | $999K |
AVGOBROADCOM INC COM | $963K |
KOCOCA COLA CO COM | $928K |
PYPLPAYPAL HLDGS INC COM | $915K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $893K |
LECOLINCOLN ELEC HLDGS INC COM | $885K |
SBUXSTARBUCKS CORP COM | $849K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $839K |
CMGCHIPOTLE MEXICAN GRILL INC COM | $821K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $819K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $818K |
INTCINTEL CORP COM | $797K |
SCHASCHWAB U.S. SMALL-CAP ETF | $797K |
ABTABBOTT LABS COM | $790K |
WRBBERKLEY W R CORP COM | $760K |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $753K |
SAPSAP SE SPON ADR | $740K |
VBVANGUARD SMALL-CAP ETF | $723K |
EEMISHARES MSCI EMERGING MARKETS ETF | $708K |
SRLNSPDR BLACKSTONE SENIOR LOAN ETF | $677K |
T7DTRANSDIGM GROUP INC COM | $672K |
VNQVANGUARD REAL ESTATE ETF | $671K |
XLEENERGY SELECT SECTOR SPDR FUND | $657K |
SDYSPDR S&P DIVIDEND ETF | $656K |
IBMINTERNATIONAL BUSINESS MACHS COM | $653K |
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF | $650K |
SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $643K |
EWEDWARDS LIFESCIENCES CORP COM | $634K |
AMATAPPLIED MATLS INC COM | $633K |
GSYINVESCO ULTRA SHORT DURATION ETF | $628K |
SCHMSCHWAB U.S. MID-CAP ETF | $626K |
LBRDKLIBERTY BROADBAND CORP COM SER C | $618K |
CITHE CIGNA GROUP COM | $600K |
AMTAMERICAN TOWER CORP NEW COM | $584K |
BACBANK AMERICA CORP COM | $583K |
MMM3M CO COM | $578K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $568K |
GILDGILEAD SCIENCES INC COM | $566K |
ADBEADOBE INC COM | $566K |
REGNREGENERON PHARMACEUTICALS COM | $556K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $543K |
JCIJOHNSON CTLS INTL PLC SHS | $541K |
PIOINVESCO GLOBAL WATER ETF | $540K |
TSLATESLA INC COM | $519K |
MDTMEDTRONIC PLC SHS | $512K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $508K |
VUGVANGUARD GROWTH ETF | $508K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $508K |
CATCATERPILLAR INC COM | $500K |
EQIXEQUINIX INC COM | $499K |
EMREMERSON ELEC CO COM | $496K |
CPTCAMDEN PPTY TR SH BEN INT | $487K |
PWRQUANTA SVCS INC COM | $455K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $455K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $451K |
EFAISHARES MSCI EAFE ETF | $434K |
LBRDALIBERTY BROADBAND CORP COM SER A | $420K |
NVSNNOVARTIS AG SPONSORED ADR | $416K |
NSCNORFOLK SOUTHN CORP COM | $411K |