YHB Investment Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 15, 2024), YHB Investment Advisors, Inc. reported 273 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Apple (AAPL, 5.6%) and Amazon.com (AMZN, 3.6%). Compared with Q4 2023, it opened 15 new positions, sold out of 6, added to 85 and reduced 138. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0001398344-24-014712 ↗ filed Aug 15, 2024
Holdings Value
Holdings 273 stocks · $1.1B
| MSFT Microsoft Corp. | 5.84% | 156,474 | $65.8M | Reduce -1.9% |
| AAPL Apple Inc. | 5.59% | 367,641 | $63.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.56% | 222,764 | $40.2M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 2.99% | 45,957 | $33.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.85% | 76,298 | $32.1M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 2.48% | 459,612 | $27.9M | Add +4.7% |
| TMO Thermo Fisher Scientific Inc. | 2.42% | 46,988 | $27.3M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 2.22% | 165,618 | $25.0M | Reduce -1.7% |
| V Visa Inc. Class A | 2.11% | 85,200 | $23.8M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.06% | 152,525 | $23.2M | Reduce -2.2% |
| IJR iShares Core S&P Small-Cap E | 1.87% | 190,571 | $21.1M | Add +6.6% |
| DHR Danaher Corp. | 1.83% | 82,713 | $20.7M | Add +0.2% |
| NVDA Nvidia Corp. | 1.82% | 22,749 | $20.6M | Add +1.3% |
| ECL Ecolab Inc. | 1.57% | 76,425 | $17.6M | Reduce -0.8% |
| SYK Stryker Corp. | 1.52% | 47,808 | $17.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 29,500 | $15.4M | Reduce -1.4% |
| HD Home Depot Inc. | 1.32% | 38,902 | $14.9M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 1.29% | 29,299 | $14.5M | Reduce -6.3% |
| URI United Rentals Inc. | 1.29% | 20,097 | $14.5M | Reduce -2.0% |
| PEP Pepsico Inc. | 1.27% | 81,926 | $14.3M | Add +0.5% |
| INTU Intuit Inc. | 1.24% | 21,527 | $14.0M | Reduce -0.8% |
| AMGN Amgen Inc. | 1.09% | 43,278 | $12.3M | Add +0.8% |
| LRCX Lam Research Corp. | 1.01% | 11,777 | $11.4M | Reduce -2.3% |
| SCHG Schwab US Large-Cap Growth | 0.93% | 112,892 | $10.5M | Add +9.7% |
| AON Aon PLC Class A | 0.89% | 30,048 | $10.0M | Reduce -7.2% |
| MCD McDonald's Corp. | 0.87% | 34,983 | $9.9M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.86% | 33,638 | $9.7M | Add +3.6% |
| ORCL Oracle Corp. | 0.83% | 74,448 | $9.4M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.82% | 17,535 | $9.2M | Add +0.9% |
| ISRG Intuitive Surgical Inc. | 0.81% | 22,863 | $9.1M | Add +0.3% |
| UNP Union Pacific Corp. | 0.81% | 37,072 | $9.1M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.80% | 107,410 | $9.1M | Reduce -5.5% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 111,680 | $9.0M | Reduce -6.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.79% | 99,692 | $9.0M | Add +15.6% |
| APH Amphenol Corp. Class A | 0.78% | 76,025 | $8.8M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.78% | 55,345 | $8.8M | Reduce -8.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.74% | 82,706 | $8.4M | Add +0.7% |
| MINT PIMCO Enhanced Short Maturit | 0.73% | 81,899 | $8.2M | Add +9.7% |
| EAGL Eagle Capital Select Eqty | 0.72% | 319,608 | $8.1M | New |
| JPM JPMorgan Chase & Co. | 0.70% | 39,232 | $7.9M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 0.65% | 15,220 | $7.3M | Add +7.8% |
| CSL Carlisle Cos Inc. | 0.64% | 18,292 | $7.2M | Add +1.9% |
| NKE Nike Inc. Class B | 0.62% | 74,669 | $7.0M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 90,920 | $6.7M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.59% | 13,787 | $6.7M | Reduce -10.6% |
| IVE iShares S&P 500 Value ETF | 0.57% | 34,610 | $6.5M | Reduce -3.6% |
| NEE Nextera Energy Inc. | 0.56% | 99,635 | $6.4M | Add +1.7% |
| ABBV Abbvie Inc. | 0.56% | 34,601 | $6.3M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.55% | 38,467 | $6.2M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.49% | 26,741 | $5.5M | Reduce -4.3% |
| CME Cme Group Inc. | 0.48% | 25,135 | $5.4M | Reduce -0.7% |
| YUM Yum! Brands Inc. | 0.47% | 38,435 | $5.3M | Reduce -1.6% |
| ZTS Zoetis Inc. | 0.47% | 31,144 | $5.3M | Add +2.3% |
| WMT Walmart Inc. | 0.47% | 87,379 | $5.3M | Reduce -4.0% |
| CRM Salesforce Inc. | 0.46% | 17,290 | $5.2M | Add +6.9% |
| IWM iShares Russell 2000 ETF | 0.45% | 24,314 | $5.1M | Reduce -2.1% |
| GS Goldman Sachs Group Inc. | 0.45% | 12,241 | $5.1M | Reduce -5.7% |
| CMI Cummins Inc. | 0.45% | 17,199 | $5.1M | Reduce -2.3% |
| CHD Church & Dwight Co. Inc. | 0.44% | 47,642 | $5.0M | Reduce -1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.44% | 138,019 | $4.9M | Add +10.7% |
| CVX Chevron Corp. | 0.44% | 31,227 | $4.9M | Add +2.2% |
| PAYX Paychex Inc. | 0.43% | 39,772 | $4.9M | Reduce -4.4% |
| PANW Palo Alto Networks Inc. | 0.43% | 16,948 | $4.8M | Add +4.8% |
| JPST JPMorgan Ultra-Short Income | 0.43% | 95,333 | $4.8M | Add +31.7% |
| GE General Electric | 0.42% | 27,009 | $4.7M | Reduce -17.5% |
| LIN Linde PLC | 0.42% | 10,178 | $4.7M | Reduce -0.9% |
| RTX RTX Corp. | 0.41% | 47,885 | $4.7M | Reduce -19.1% |
| WWD Woodward Inc. | 0.40% | 29,005 | $4.5M | Reduce -4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 32,449 | $4.4M | Add +5.8% |
| MAR Marriott International Class A | 0.39% | 17,213 | $4.3M | Reduce -9.2% |
| MORN Morningstar Inc. | 0.38% | 14,037 | $4.3M | Reduce -0.4% |
| FTNT Fortinet Inc. | 0.38% | 62,615 | $4.3M | Add +7.4% |
| AFL Aflac Inc. | 0.37% | 49,078 | $4.2M | Reduce -2.4% |
| SHEL Shell PLC-ADR | 0.37% | 62,752 | $4.2M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 33,661 | $4.1M | Reduce -7.4% |
| IEMG iShares Core MSCI Emerging | 0.35% | 77,081 | $4.0M | Reduce -0.5% |
| FTV Fortive Corp. | 0.34% | 44,828 | $3.9M | Reduce -2.7% |
| PLD Prologis Inc. | 0.34% | 29,133 | $3.8M | Add +0.6% |
| NFLX Netflix Inc. | 0.32% | 6,019 | $3.7M | Reduce -15.7% |
| XOM Exxon Mobil Corp. | 0.32% | 30,915 | $3.6M | Add +0.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 44,211 | $3.4M | Reduce -36.7% |
| CMCSA Comcast Corp. Class A | 0.30% | 77,024 | $3.3M | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.29% | 15,976 | $3.3M | Reduce -2.0% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 29,425 | $3.2M | Reduce -18.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.29% | 3,180 | $3.2M | Add +9.5% |
| NOW ServiceNow Inc. | 0.29% | 4,221 | $3.2M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 12,289 | $3.2M | Add +2.5% |
| ELV Elevance Health Inc. | 0.28% | 6,077 | $3.2M | Reduce -7.7% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 44,778 | $3.1M | Add +1.3% |
| BAH Booz Allen Hamilton Holdings | 0.28% | 21,109 | $3.1M | Add +2.4% |
| TMUS T-Mobile US Inc. | 0.27% | 18,911 | $3.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 6,721 | $3.0M | Reduce -2.3% |
| IQLT iShares MSCI International Q | 0.25% | 70,531 | $2.8M | Add +24.2% |
| CARR Carrier Global Corp. | 0.24% | 46,628 | $2.7M | Add +2.2% |
| ALGN Align Technology Inc. | 0.24% | 8,110 | $2.7M | Reduce -3.1% |
| SPEM State Street SP PTF Em ETF | 0.23% | 72,505 | $2.6M | Add +10.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 34,246 | $2.5M | Reduce -4.8% |
| WM Waste Management Inc. | 0.22% | 11,564 | $2.5M | Add +1.6% |
| BDX Becton Dickinson and Co. | 0.22% | 9,905 | $2.5M | Reduce -4.4% |
| FAST Fastenal Co. | 0.21% | 31,286 | $2.4M | Reduce -0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.1% | 5.59% | −1.34 |
| UNH Unitedhealth Group Inc. | Reduce -6.3% | 1.29% | −0.31 |
| NKE Nike Inc. Class B | Reduce -2.1% | 0.62% | −0.18 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -36.7% | 0.30% | −0.16 |
| WTRG Essential Utilities Inc. | Reduce -75.4% | 0.04% | −0.14 |
| JNJ Johnson & Johnson | Reduce -8.4% | 0.78% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.8% | 0.80% | −0.08 |
| YUMC Yum China Holdings Inc. | Reduce -26.8% | 0.14% | −0.08 |
| HON Honeywell International Inc. | Reduce -4.3% | 0.49% | −0.08 |
| CL Colgate-Palmolive Co. | Reduce -35.4% | 0.15% | −0.08 |
| INTU Intuit Inc. | Reduce -0.8% | 1.24% | −0.07 |
| ACWI iShares MSCI Acwi ETF | Reduce -18.7% | 0.29% | −0.07 |
| RTX RTX Corp. | Reduce -19.1% | 0.41% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 2.06% | −0.07 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 2.22% | −0.06 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -26.5% | 0.21% | −0.06 |
| V Visa Inc. Class A | Reduce -0.8% | 2.11% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.05 |
| PAYX Paychex Inc. | Reduce -4.4% | 0.43% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -4.5% | 0.30% | −0.05 |
| EBAY eBay Inc. | Reduce -28.5% | 0.15% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.9% | 0.60% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -16.5% | 0.12% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.8% | 2.42% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -2.4% | 0.37% | −0.04 |
| CME Cme Group Inc. | Reduce -0.7% | 0.48% | −0.04 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.03 |
| JCI Johnson Controls Internation | Reduce -65.4% | 0.02% | −0.03 |
| PFE Pfizer Inc. | Reduce -6.3% | 0.16% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -5.7% | 0.45% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -3.6% | 0.57% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -2.1% | 0.45% | −0.03 |
| MAR Marriott International Class A | Reduce -9.2% | 0.39% | −0.03 |
| AFL Aflac Inc. | Reduce -2.4% | 0.37% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.8% | 0.10% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -4.4% | 0.22% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -0.5% | 0.35% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -4.3% | 0.21% | −0.03 |
| MBCN Middlefield Banc Corp. | Sold out | 0.00% | −0.03 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.03 |
| COP Conocophillips | Reduce -14.9% | 0.15% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -46.3% | 0.04% | −0.02 |
| AON Aon PLC Class A | Reduce -7.2% | 0.89% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.7% | 0.19% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.5% | 0.80% | −0.02 |
| SBUX Starbucks Corp. | Reduce -15.7% | 0.06% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -1.6% | 0.47% | −0.02 |
| ELV Elevance Health Inc. | Reduce -7.7% | 0.28% | −0.02 |
| SUB iShares Short-Term National | Reduce -19.3% | 0.06% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +1.3% | 1.82% | +0.75 |
| EAGL Eagle Capital Select Eqty | New | 0.72% | +0.72 |
| TMUS T-Mobile US Inc. | New | 0.27% | +0.27 |
| SGOV iShares 0-3 Month Treasury B | New | 0.18% | +0.18 |
| ACN Accenture PLC Class A | Add +536.1% | 0.19% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +4.7% | 2.48% | +0.12 |
| SCHG Schwab US Large-Cap Growth | Add +9.7% | 0.93% | +0.10 |
| CSL Carlisle Cos Inc. | Add +1.9% | 0.64% | +0.09 |
| ETN Eaton Corp. PLC | Add +309.9% | 0.12% | +0.09 |
| MOAT Vaneck Morningstar Wide Moat | Add +15.6% | 0.79% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.8% | 0.39% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +4.3% | 0.70% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +31.7% | 0.43% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +0.3% | 0.81% | +0.06 |
| GWW WW Grainger Inc. | Add +9.5% | 0.29% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 0.65% | +0.05 |
| CRM Salesforce Inc. | Add +6.9% | 0.46% | +0.05 |
| FTNT Fortinet Inc. | Add +7.4% | 0.38% | +0.05 |
| IQLT iShares MSCI International Q | Add +24.2% | 0.25% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +70.2% | 0.08% | +0.04 |
| IWB iShares Russell 1000 ETF | Add +3.6% | 0.86% | +0.03 |
| TDG Transdigm Group Inc. | Add +35.2% | 0.10% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.03% | +0.03 |
| AZO AutoZone Inc. | Add +5.0% | 0.20% | +0.03 |
| HD Home Depot Inc. | Add +0.8% | 1.32% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +10.7% | 0.44% | +0.03 |
| PSX Phillips 66 | Add +3.8% | 0.19% | +0.03 |
| ESI Element Solutions Inc. | New | 0.03% | +0.03 |
| OXY Occidental Petroleum Corp. | Add +117.2% | 0.05% | +0.03 |
| ALC Alcon Inc. | Add +26.2% | 0.14% | +0.03 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| BAH Booz Allen Hamilton Holdings | Add +2.4% | 0.28% | +0.02 |
| VLTO Veralto Corp. | Add +19.8% | 0.14% | +0.02 |
| WM Waste Management Inc. | Add +1.6% | 0.22% | +0.02 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| CASY Casey's General Stores Inc. | Add +84.3% | 0.04% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.32% | +0.02 |
| C Citigroup Inc. | Add +0.1% | 0.17% | +0.02 |
| QUS SS SPDR MSCI U Stratfact ETF | New | 0.02% | +0.02 |
| PGR Progressive Corp. | New | 0.02% | +0.02 |
| AMP Ameriprise Financial Inc. | New | 0.02% | +0.02 |
| APO Apollo Global Management Inc. | Add +33.3% | 0.06% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | New | 0.02% | +0.02 |
| GIS General Mills Inc. | New | 0.02% | +0.02 |
| OTIS Otis Worldwide Corp. | Add +7.1% | 0.21% | +0.02 |
| KVUE Kenvue Inc. | Add +21.0% | 0.17% | +0.02 |
| AVGO Broadcom Inc. | Add +8.1% | 0.11% | +0.02 |
| NOW ServiceNow Inc. | Add +7.0% | 0.29% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 314 | $1.6B | AAPL, GOOGL, MSFT, IJH, AMZN |
| Q1 2026 | 298 | $1.4B | AAPL, MSFT, AMZN, GOOGL, COST |
| Q4 2025 | 296 | $1.4B | AAPL, MSFT, AMZN, GOOGL, GOOG |
| Q3 2025 | 299 | $1.4B | AAPL, MSFT, AMZN, NVDA, COST |
| Q2 2025 | 299 | $1.3B | MSFT, AAPL, AMZN, COST, BRK.B |
| Q1 2025 | 290 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q4 2024 | 277 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q3 2024 | 280 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q2 2024 | 277 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q1 2024Amended | 273 | $1.1B | MSFT, AAPL, AMZN, COST, BRK.B |