YI

YHB Investment Advisors, Inc.

13F
YHB Investment Advisors, Inc.
Last update 2024-10-23 280 Stocks (12 new)
Value $1.21 Bil Turnover 3 %
Countries:
Top Holdings: AAPL(6.89%)MSFT(5.30%)AMZN(3.40%)COST(3.27%)BRK.B(2.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
YHB Investment Advisors, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
357,094
83202.810
-1.19%
6.890
-0.08%
0.000
+3.19%
+17.04%
3389420.991
Hardware
MSFT 		Microsoft Corp
148,706
63988.260
-4.40%
5.300
-0.26%
0.000
+4.17%
+13.11%
3145177.615
Software
AMZN 		Amazon.com Inc
220,177
41025.660
-0.59%
3.400
-0.02%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
COST 		Costco Wholesale Corp
44,480
39432.570
-1.99%
3.270
-0.07%
0.010
+8.11%
+42.08%
413112.904
Retail - Defensive
BRK.B 		Berkshire Hathaway Inc
75,108
34569.210
-1.17%
2.860
-0.03%
0.000
+8.34%
+30.74%
1006211.610
Insurance
IJH 		iShares Core S&P Mid-Cap ETF
461,544
28763.440
+1.22%
2.380
+0.03%
0.030
+12.84%
+18.73%
97616.316
 
TMO 		Thermo Fisher Scientific Inc
46,250
28609.080
-0.94%
2.370
-0.02%
0.010
-9.68%
+2.08%
206837.018
Medical Diagnostics & Research
NVDA 		NVIDIA Corp
229,781
27904.630
+0.85%
2.310
+0.02%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
GOOGL 		Alphabet Inc
164,158
27225.660
-0.81%
2.250
-0.02%
0.000
+12.06%
+30.34%
2232618.220
Interactive Media
GOOG 		Alphabet Inc
147,196
24609.720
-1.55%
2.040
-0.04%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media

YHB Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

YHB Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LRCX 		Lam Research Corp2024-09-30Sold Out
-1.06%
●
73.16 ($86.94) 112.73
$75.70
-12.93%
Sold Out
0
-116,090
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.83%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 315.12%
506,496
96,121
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.53%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 199.46%
344,181
76,416
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Sold Out
-0.31%
●
100.3 ($100.53) 100.74
$100.44
-0.09%
Sold Out
0
-36,194
MSFT 		Microsoft Corp2024-09-30Reduce
-0.26%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Reduce -4.4%
148,706
-6,849
BLK 		BlackRock Inc2024-09-30Sold Out
-0.20%
●
782.27 ($865.46) 949.51
$1,036.35
19.75%
Sold Out
0
-2,899
MOAT 		VanEck Morningstar Wide Moat ETF2024-09-30Reduce
-0.18%
●
85.84 ($91.44) 96.95
$97.40
6.52%
Reduce -29.23%
57,924
-23,921
ACWI 		iShares MSCI ACWI Index Fund2024-09-30Reduce
-0.14%
●
107.24 ($114.58) 119.84
$120.55
5.21%
Reduce -52.26%
13,200
-14,450
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.12%
●
20.37 ($21.79) 22.62
$23.65
8.54%
Add 215.41%
90,579
20,620
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.12%
●
19.98 ($21.35) 22.17
$23.21
8.71%
Add 198.92%
97,227
21,567

YHB Investment Advisors, Inc. Total Holding History ($B)

To

YHB Investment Advisors, Inc.'s Asset Allocation

To

YHB Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

YHB Investment Advisors, Inc.'s Hypothetical Growth since 2024-09-30

YHB Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

YHB Investment Advisors, Inc.'s Holdings Heat Map

Size field:

YHB Investment Advisors, Inc.'s Holdings Bubble Chart

YHB Investment Advisors, Inc. News

  • 1

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