YHB Investment Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), YHB Investment Advisors, Inc. reported 277 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Amazon.com (AMZN, 3.7%). Compared with Q1 2024, it opened 11 new positions, sold out of 8, added to 115 and reduced 116. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Johnson & Johnson (JNJ, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001398344-24-013500 ↗ filed Aug 1, 2024
Holdings Value
Holdings 277 stocks · $1.2B
| AAPL Apple Inc. | 6.55% | 361,388 | $76.1M | Reduce -1.7% |
| MSFT Microsoft Corp. | 5.98% | 155,555 | $69.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.68% | 221,479 | $42.8M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 3.32% | 45,381 | $38.6M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.66% | 75,998 | $30.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.59% | 165,492 | $30.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.42% | 227,837 | $28.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 2.36% | 149,518 | $27.4M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 2.30% | 455,974 | $26.7M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 2.22% | 46,689 | $25.8M | Reduce -0.6% |
| V Visa Inc. Class A | 1.92% | 84,826 | $22.3M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 1.77% | 193,406 | $20.6M | Add +1.5% |
| DHR Danaher Corp. | 1.76% | 81,947 | $20.5M | Reduce -0.9% |
| ECL Ecolab Inc. | 1.55% | 75,810 | $18.0M | Reduce -0.8% |
| SYK Stryker Corp. | 1.39% | 47,567 | $16.2M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 29,587 | $16.1M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 1.34% | 30,621 | $15.6M | Add +4.5% |
| INTU Intuit Inc. | 1.20% | 21,162 | $13.9M | Reduce -1.7% |
| PEP Pepsico Inc. | 1.16% | 81,776 | $13.5M | Reduce -0.2% |
| AMGN Amgen Inc. | 1.16% | 42,985 | $13.4M | Reduce -0.7% |
| HD Home Depot Inc. | 1.15% | 38,663 | $13.3M | Reduce -0.6% |
| URI United Rentals Inc. | 1.10% | 19,683 | $12.7M | Reduce -2.1% |
| LRCX Lam Research Corp. | 1.06% | 11,609 | $12.4M | Reduce -1.4% |
| SCHG Schwab US Large-Cap Growth | 1.06% | 122,012 | $12.3M | Add +8.1% |
| IWB iShares Russell 1000 ETF | 0.94% | 36,657 | $10.9M | Add +9.0% |
| ORCL Oracle Corp. | 0.90% | 73,764 | $10.4M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.87% | 22,759 | $10.1M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.86% | 107,495 | $9.9M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.85% | 147,254 | $9.9M | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 0.85% | 17,951 | $9.8M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 82,479 | $9.1M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.77% | 114,933 | $8.9M | Add +2.9% |
| MCD McDonald's Corp. | 0.76% | 34,794 | $8.9M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.73% | 41,671 | $8.4M | Add +6.2% |
| UNP Union Pacific Corp. | 0.71% | 36,598 | $8.3M | Reduce -1.3% |
| EAGL Eagle Capital Select Eqty | 0.71% | 312,008 | $8.3M | Reduce -2.4% |
| MINT PIMCO Enhanced Short Maturit | 0.69% | 79,958 | $8.0M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.66% | 15,363 | $7.7M | Add +0.9% |
| AON Aon PLC Class A | 0.66% | 26,091 | $7.7M | Reduce -13.2% |
| CSL Carlisle Cos Inc. | 0.63% | 18,139 | $7.4M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.62% | 101,049 | $7.2M | Add +1.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.61% | 81,845 | $7.1M | Reduce -17.9% |
| META Meta Platforms Inc. Class A | 0.60% | 13,810 | $7.0M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 92,054 | $6.7M | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.54% | 34,769 | $6.3M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 35,852 | $6.2M | Add +10.5% |
| PG The Procter & Gamble Co. | 0.52% | 36,902 | $6.1M | Reduce -4.1% |
| PANW Palo Alto Networks Inc. | 0.51% | 17,580 | $6.0M | Add +3.7% |
| WMT Walmart Inc. | 0.51% | 87,946 | $6.0M | Add +0.7% |
| ABBV Abbvie Inc. | 0.49% | 33,420 | $5.7M | Reduce -3.4% |
| JPST JPMorgan Ultra-Short Income | 0.49% | 113,102 | $5.7M | Add +18.6% |
| WWD Woodward Inc. | 0.44% | 29,641 | $5.2M | Add +2.2% |
| ZTS Zoetis Inc. | 0.44% | 29,561 | $5.1M | Reduce -5.1% |
| YUM Yum! Brands Inc. | 0.44% | 38,217 | $5.1M | Reduce -0.6% |
| CVX Chevron Corp. | 0.43% | 32,034 | $5.0M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.43% | 11,055 | $5.0M | Reduce -9.7% |
| IWM iShares Russell 2000 ETF | 0.42% | 24,344 | $4.9M | Add +0.1% |
| CHD Church & Dwight Co. Inc. | 0.42% | 47,343 | $4.9M | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 137,765 | $4.8M | Reduce -0.2% |
| CMI Cummins Inc. | 0.41% | 17,277 | $4.8M | Add +0.5% |
| JNJ Johnson & Johnson | 0.41% | 32,493 | $4.7M | Reduce -41.3% |
| RTX RTX Corp. | 0.41% | 47,264 | $4.7M | Reduce -1.3% |
| CRM Salesforce Inc. | 0.41% | 18,422 | $4.7M | Add +6.5% |
| SHEL Shell PLC-ADR | 0.39% | 63,044 | $4.6M | Add +0.5% |
| LIN Linde PLC | 0.38% | 10,111 | $4.4M | Reduce -0.7% |
| PAYX Paychex Inc. | 0.38% | 37,013 | $4.4M | Reduce -6.9% |
| AFL Aflac Inc. | 0.38% | 49,085 | $4.4M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.36% | 4,646 | $4.2M | Add +636.3% |
| IEMG iShares Core MSCI Emerging | 0.36% | 78,224 | $4.2M | Add +1.5% |
| MORN Morningstar Inc. | 0.35% | 13,598 | $4.0M | Reduce -3.1% |
| ETN Eaton Corp. PLC | 0.34% | 12,508 | $3.9M | Add +201.3% |
| NFLX Netflix Inc. | 0.34% | 5,799 | $3.9M | Reduce -3.7% |
| MAR Marriott International Class A | 0.33% | 16,011 | $3.9M | Reduce -7.0% |
| FTNT Fortinet Inc. | 0.33% | 63,283 | $3.8M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.32% | 32,751 | $3.8M | Add +5.9% |
| TMUS T-Mobile US Inc. | 0.32% | 21,027 | $3.7M | Add +11.2% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 36,194 | $3.6M | Add +81.8% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 22,508 | $3.6M | Reduce -16.7% |
| NOW ServiceNow Inc. | 0.31% | 4,532 | $3.6M | Add +7.4% |
| GLD SPDR Gold Shares | 0.30% | 15,960 | $3.4M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.29% | 15,861 | $3.4M | Reduce -40.7% |
| NKE Nike Inc. Class B | 0.29% | 44,438 | $3.3M | Reduce -40.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 12,449 | $3.3M | Add +1.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.29% | 3,672 | $3.3M | Add +15.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,895 | $3.3M | Add +2.6% |
| ELV Elevance Health Inc. | 0.28% | 6,085 | $3.3M | Add +0.1% |
| FTV Fortive Corp. | 0.28% | 44,313 | $3.3M | Reduce -1.1% |
| BAH Booz Allen Hamilton Holdings | 0.28% | 20,981 | $3.2M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 31,799 | $3.2M | Reduce -5.5% |
| PLD Prologis Inc. | 0.27% | 27,887 | $3.1M | Reduce -4.3% |
| ACWI iShares MSCI Acwi ETF | 0.27% | 27,650 | $3.1M | Reduce -6.0% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 46,164 | $3.0M | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 77,051 | $3.0M | Add +0.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 41,782 | $3.0M | Reduce -5.5% |
| CARR Carrier Global Corp. | 0.25% | 46,588 | $2.9M | Reduce -0.1% |
| IQLT iShares MSCI International Q | 0.25% | 74,482 | $2.9M | Add +5.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.24% | 35,452 | $2.8M | Add +3.5% |
| SPEM State Street SP PTF Em ETF | 0.23% | 71,544 | $2.7M | Reduce -1.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 11,353 | $2.5M | Add +0.6% |
| LHX L3HARRIS Technologies Inc. | 0.21% | 10,881 | $2.4M | Reduce -0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| JNJ Johnson & Johnson | Reduce -41.3% | 0.41% | −0.37 |
| NKE Nike Inc. Class B | Reduce -40.5% | 0.29% | −0.33 |
| CME Cme Group Inc. | Reduce -54.3% | 0.19% | −0.29 |
| AON Aon PLC Class A | Reduce -13.2% | 0.66% | −0.23 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 2.22% | −0.20 |
| HON Honeywell International Inc. | Reduce -40.7% | 0.29% | −0.20 |
| V Visa Inc. Class A | Reduce -0.4% | 1.92% | −0.19 |
| URI United Rentals Inc. | Reduce -2.1% | 1.10% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 2.66% | −0.19 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -17.9% | 0.61% | −0.18 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 2.30% | −0.18 |
| HD Home Depot Inc. | Reduce -0.6% | 1.15% | −0.18 |
| SYK Stryker Corp. | Reduce -0.5% | 1.39% | −0.12 |
| GE General Electric | Reduce -16.7% | 0.31% | −0.11 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.76% | −0.11 |
| PEP Pepsico Inc. | Reduce -0.2% | 1.16% | −0.11 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.71% | −0.10 |
| YUMC Yum China Holdings Inc. | Reduce -58.5% | 0.04% | −0.10 |
| DIS The Walt Disney Co. | Reduce -5.5% | 0.27% | −0.09 |
| DHR Danaher Corp. | Reduce -0.9% | 1.76% | −0.07 |
| PLD Prologis Inc. | Reduce -4.3% | 0.27% | −0.07 |
| ABBV Abbvie Inc. | Reduce -3.4% | 0.49% | −0.07 |
| FTV Fortive Corp. | Reduce -1.1% | 0.28% | −0.06 |
| PAYX Paychex Inc. | Reduce -6.9% | 0.38% | −0.06 |
| MAR Marriott International Class A | Reduce -7.0% | 0.33% | −0.05 |
| FAST Fastenal Co. | Reduce -1.0% | 0.17% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -5.5% | 0.26% | −0.05 |
| INTU Intuit Inc. | Reduce -1.7% | 1.20% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.4% | 0.69% | −0.04 |
| MORN Morningstar Inc. | Reduce -3.1% | 0.35% | −0.04 |
| LIN Linde PLC | Reduce -0.7% | 0.38% | −0.04 |
| YUM Yum! Brands Inc. | Reduce -0.6% | 0.44% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -15.3% | 0.18% | −0.03 |
| CVS CVS Health Corp. | Reduce -4.3% | 0.07% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -8.8% | 0.07% | −0.03 |
| ITW Illinois Tool Works | Reduce -2.8% | 0.15% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.52% | −0.03 |
| ZTS Zoetis Inc. | Reduce -5.1% | 0.44% | −0.03 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Reduce -29.6% | 0.04% | −0.03 |
| INTC Intel Corp. | Reduce -11.6% | 0.04% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -9.7% | 0.43% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.2% | 0.42% | −0.02 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -1.8% | 0.20% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -6.0% | 0.27% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.02 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −0.02 |
| VOYA Voya Financial Inc. | Reduce -14.2% | 0.08% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +0.1% | 2.42% | +0.60 |
| LLY Eli Lilly & Co. | Add +636.3% | 0.36% | +0.32 |
| ETN Eaton Corp. PLC | Add +201.3% | 0.34% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.5% | 0.54% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | Add +81.8% | 0.31% | +0.14 |
| SCHG Schwab US Large-Cap Growth | Add +8.1% | 1.06% | +0.13 |
| QUAL iShares MSCI USA Quality Fac | New | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +3.7% | 0.51% | +0.09 |
| HUM Humana Inc. | New | 0.08% | +0.08 |
| IWB iShares Russell 1000 ETF | Add +9.0% | 0.94% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +18.6% | 0.49% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +4.5% | 1.34% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.86% | +0.05 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.62% | +0.05 |
| WWD Woodward Inc. | Add +2.2% | 0.44% | +0.05 |
| ICSH iShares Ultra Short Duration | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +0.7% | 0.51% | +0.05 |
| TMUS T-Mobile US Inc. | Add +11.2% | 0.32% | +0.04 |
| WDAY Workday Inc. Class A | New | 0.04% | +0.04 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.04% | +0.04 |
| AA Alcoa Corp. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +44.8% | 0.14% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +6.2% | 0.73% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 0.85% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.5% | 0.24% | +0.02 |
| XLC SS Comm Select Sector SPDR | New | 0.02% | +0.02 |
| NOW ServiceNow Inc. | Add +7.4% | 0.31% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +0.3% | 0.13% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 0.28% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +13.4% | 0.21% | +0.02 |
| DSGX The Descartes Systems Grp | New | 0.02% | +0.02 |
| SHEL Shell PLC-ADR | Add +0.5% | 0.39% | +0.02 |
| PM Philip Morris International | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 1.39% | +0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +13.0% | 0.16% | +0.02 |
| ACN Accenture PLC Class A | Add +27.5% | 0.20% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +10.2% | 0.11% | +0.01 |
| XLK SS Technology Select Sector | Add +28.4% | 0.05% | +0.01 |
| CASY Casey's General Stores Inc. | Add +13.7% | 0.05% | +0.01 |
| APO Apollo Global Management Inc. | Add +19.8% | 0.07% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 0.66% | +0.01 |
| VLTO Veralto Corp. | Add +3.2% | 0.16% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.8% | 0.06% | +0.01 |
| AMAT Applied Materials Inc. | Add +1.2% | 0.08% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +33.9% | 0.04% | +0.01 |
| GSY Invesco Ultra Short Duration | Add +16.6% | 0.07% | +0.01 |
| PFE Pfizer Inc. | Add +7.2% | 0.17% | +0.01 |
| ALC Alcon Inc. | Add +1.4% | 0.15% | +0.01 |
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 |