YHB Investment Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 22, 2024), YHB Investment Advisors, Inc. reported 280 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Amazon.com (AMZN, 3.4%). Compared with Q2 2024, it opened 12 new positions, sold out of 9, added to 92 and reduced 129. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +5%) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001469219-24-000006 ↗ filed Oct 22, 2024
Holdings Value
Holdings 280 stocks · $1.2B
| AAPL Apple Inc. | 6.89% | 357,094 | $83.2M | Reduce -1.2% |
| MSFT Microsoft Corp. | 5.30% | 148,706 | $64.0M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 3.40% | 220,177 | $41.0M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 3.27% | 44,480 | $39.4M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.86% | 75,108 | $34.6M | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 2.38% | 461,544 | $28.8M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 2.37% | 46,250 | $28.6M | Reduce -0.9% |
| NVDA Nvidia Corp. | 2.31% | 229,781 | $27.9M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.25% | 164,158 | $27.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.04% | 147,196 | $24.6M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 202,430 | $23.7M | Add +4.7% |
| V Visa Inc. Class A | 1.93% | 84,865 | $23.3M | Add +0.1% |
| DHR Danaher Corp. | 1.89% | 81,910 | $22.8M | Reduce -0.1% |
| ECL Ecolab Inc. | 1.59% | 75,367 | $19.2M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 1.49% | 30,824 | $18.0M | Add +0.7% |
| SYK Stryker Corp. | 1.41% | 47,201 | $17.1M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 29,299 | $16.8M | Reduce -1.0% |
| HD Home Depot Inc. | 1.28% | 38,274 | $15.5M | Reduce -1.0% |
| URI United Rentals Inc. | 1.28% | 19,082 | $15.5M | Reduce -3.0% |
| AMGN Amgen Inc. | 1.15% | 42,913 | $13.8M | Reduce -0.2% |
| PEP Pepsico Inc. | 1.14% | 81,237 | $13.8M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 1.09% | 126,624 | $13.2M | Add +3.8% |
| IWB iShares Russell 1000 ETF | 1.07% | 41,018 | $12.9M | Add +11.9% |
| INTU Intuit Inc. | 1.05% | 20,392 | $12.7M | Reduce -3.6% |
| ORCL Oracle Corp. | 1.03% | 72,981 | $12.4M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 0.89% | 21,996 | $10.8M | Reduce -3.4% |
| IVV iShares Core S&P 500 ETF | 0.89% | 18,577 | $10.7M | Add +3.5% |
| MCD McDonald's Corp. | 0.87% | 34,451 | $10.5M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.85% | 107,653 | $10.3M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 114,727 | $9.7M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 80,088 | $9.4M | Reduce -2.9% |
| APH Amphenol Corp. Class A | 0.76% | 141,432 | $9.2M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.75% | 43,176 | $9.1M | Add +3.6% |
| AON Aon PLC Class A | 0.75% | 26,091 | $9.0M | No change |
| UNP Union Pacific Corp. | 0.74% | 36,280 | $8.9M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.72% | 102,797 | $8.7M | Add +1.7% |
| EAGL Eagle Capital Select Eqty | 0.71% | 312,008 | $8.5M | No change |
| CSL Carlisle Cos Inc. | 0.68% | 18,211 | $8.2M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.67% | 15,383 | $8.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.65% | 13,810 | $7.9M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.64% | 76,927 | $7.7M | Reduce -3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 93,342 | $7.3M | Add +1.4% |
| WMT Walmart Inc. | 0.57% | 85,749 | $6.9M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 0.57% | 34,966 | $6.9M | Add +0.6% |
| ABBV Abbvie Inc. | 0.55% | 33,334 | $6.6M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 37,671 | $6.5M | Add +5.1% |
| PG The Procter & Gamble Co. | 0.53% | 36,960 | $6.4M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.52% | 18,387 | $6.3M | Add +4.6% |
| RTX RTX Corp. | 0.47% | 47,314 | $5.7M | Add +0.1% |
| ZTS Zoetis Inc. | 0.47% | 28,925 | $5.7M | Reduce -2.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.47% | 57,924 | $5.6M | Reduce -29.2% |
| AFL Aflac Inc. | 0.45% | 49,095 | $5.5M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 107,763 | $5.5M | Reduce -4.7% |
| CMI Cummins Inc. | 0.45% | 16,818 | $5.4M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.44% | 24,306 | $5.4M | Reduce -0.2% |
| YUM Yum! Brands Inc. | 0.44% | 37,776 | $5.3M | Reduce -1.1% |
| CRM Salesforce Inc. | 0.44% | 19,233 | $5.3M | Add +4.4% |
| WWD Woodward Inc. | 0.43% | 30,169 | $5.2M | Add +1.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 136,475 | $5.1M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.42% | 10,184 | $5.0M | Reduce -7.9% |
| CHD Church & Dwight Co. Inc. | 0.41% | 47,312 | $5.0M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.41% | 14,859 | $4.9M | Add +18.8% |
| JNJ Johnson & Johnson | 0.41% | 30,306 | $4.9M | Reduce -6.7% |
| FTNT Fortinet Inc. | 0.40% | 62,648 | $4.9M | Reduce -1.0% |
| LIN Linde PLC | 0.40% | 10,107 | $4.8M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.40% | 5,392 | $4.8M | Add +16.1% |
| TMUS T-Mobile US Inc. | 0.38% | 22,411 | $4.6M | Add +6.6% |
| CVX Chevron Corp. | 0.38% | 31,345 | $4.6M | Reduce -2.1% |
| IEMG iShares Core MSCI Emerging | 0.37% | 78,428 | $4.5M | Add +0.3% |
| PAYX Paychex Inc. | 0.37% | 33,339 | $4.5M | Reduce -9.9% |
| NOW ServiceNow Inc. | 0.36% | 4,858 | $4.3M | Add +7.2% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 22,533 | $4.2M | Add +0.1% |
| SHEL Shell PLC-ADR | 0.35% | 64,385 | $4.2M | Add +2.1% |
| MORN Morningstar Inc. | 0.34% | 12,965 | $4.1M | Reduce -4.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.33% | 3,856 | $4.0M | Add +5.0% |
| MAR Marriott International Class A | 0.33% | 16,011 | $4.0M | No change |
| NFLX Netflix Inc. | 0.33% | 5,568 | $3.9M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.32% | 15,945 | $3.9M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.32% | 32,634 | $3.8M | Reduce -0.4% |
| CARR Carrier Global Corp. | 0.31% | 46,443 | $3.7M | Reduce -0.3% |
| NKE Nike Inc. Class B | 0.30% | 41,129 | $3.6M | Reduce -7.5% |
| BAH Booz Allen Hamilton Holdings | 0.29% | 21,404 | $3.5M | Add +2.0% |
| PLD Prologis Inc. | 0.29% | 27,369 | $3.5M | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 46,290 | $3.4M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,956 | $3.4M | Add +0.9% |
| FTV Fortive Corp. | 0.28% | 42,106 | $3.3M | Reduce -5.0% |
| IQLT iShares MSCI International Q | 0.27% | 79,133 | $3.3M | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 11,573 | $3.3M | Reduce -7.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 63,042 | $3.2M | Add +31.8% |
| CMCSA Comcast Corp. Class A | 0.27% | 76,608 | $3.2M | Reduce -0.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 38,830 | $3.2M | Reduce -7.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 36,656 | $3.0M | Add +3.4% |
| ACN Accenture PLC Class A | 0.25% | 8,500 | $3.0M | Add +9.9% |
| SPEM State Street SP PTF Em ETF | 0.24% | 71,469 | $3.0M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.24% | 5,670 | $2.9M | Reduce -6.8% |
| HON Honeywell International Inc. | 0.24% | 14,185 | $2.9M | Reduce -10.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 30,256 | $2.9M | Reduce -4.8% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 11,592 | $2.8M | Add +6.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.22% | 11,353 | $2.6M | No change |
| OTIS Otis Worldwide Corp. | 0.20% | 23,417 | $2.4M | Reduce -0.2% |
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −1.06 |
| MSFT Microsoft Corp. | Reduce -4.4% | 5.30% | −0.68 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 2.25% | −0.34 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 2.04% | −0.32 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 3.40% | −0.29 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.20 |
| INTU Intuit Inc. | Reduce -3.6% | 1.05% | −0.15 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -29.2% | 0.47% | −0.14 |
| ACWI iShares MSCI Acwi ETF | Reduce -52.3% | 0.13% | −0.14 |
| APH Amphenol Corp. Class A | Reduce -4.0% | 0.76% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 3.27% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -3.8% | 0.64% | −0.05 |
| CVX Chevron Corp. | Reduce -2.1% | 0.38% | −0.05 |
| HON Honeywell International Inc. | Reduce -10.6% | 0.24% | −0.05 |
| ELV Elevance Health Inc. | Reduce -6.8% | 0.24% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -4.7% | 0.45% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.24% | −0.03 |
| CDW CDW Corp. | Sold out | 0.00% | −0.03 |
| WM Waste Management Inc. | Reduce -5.6% | 0.18% | −0.02 |
| PSX Phillips 66 | Reduce -3.6% | 0.14% | −0.02 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.02 |
| WRB WR Berkley Corp. | Reduce -29.3% | 0.05% | −0.02 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -36.9% | 0.04% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -3.5% | 0.06% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.7% | 1.14% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.16% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -22.2% | 0.02% | −0.02 |
| PFE Pfizer Inc. | Reduce -8.8% | 0.15% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.0% | 0.27% | −0.02 |
| CME Cme Group Inc. | Reduce -14.2% | 0.18% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -7.9% | 0.42% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -0.1% | 0.41% | −0.01 |
| BAC Bank of America Corp. | Reduce -15.0% | 0.05% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.2% | 1.15% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -0.8% | 0.04% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -13.5% | 0.09% | −0.01 |
| ESI Element Solutions Inc. | Reduce -33.2% | 0.02% | −0.01 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.33% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.32% | −0.01 |
| FTV Fortive Corp. | Reduce -5.0% | 0.28% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.8% | 0.18% | −0.01 |
| PAYX Paychex Inc. | Reduce -9.9% | 0.37% | −0.01 |
| FDX FedEx Corp. | Reduce -7.6% | 0.03% | −0.01 |
| ALGN Align Technology Inc. | Reduce -4.6% | 0.20% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -17.9% | 0.06% | −0.01 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -2.2% | 0.10% | −0.01 |
| XLF SS Financial Select Sector | Reduce -17.4% | 0.04% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| IJR iShares Core S&P Small-Cap E | Add +4.7% | 1.96% | +0.19 |
| UNH Unitedhealth Group Inc. | Add +0.7% | 1.49% | +0.15 |
| IWB iShares Russell 1000 ETF | Add +11.9% | 1.07% | +0.13 |
| NEE Nextera Energy Inc. | Add +1.7% | 0.72% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 2.38% | +0.09 |
| AFL Aflac Inc. | Add +0.0% | 0.45% | +0.08 |
| ETN Eaton Corp. PLC | Add +18.8% | 0.41% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +72.9% | 0.16% | +0.07 |
| RTX RTX Corp. | Add +0.1% | 0.47% | +0.07 |
| TMUS T-Mobile US Inc. | Add +6.6% | 0.38% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +31.8% | 0.27% | +0.06 |
| NOW ServiceNow Inc. | Add +7.2% | 0.36% | +0.05 |
| ACN Accenture PLC Class A | Add +9.9% | 0.25% | +0.05 |
| GWW WW Grainger Inc. | Add +5.0% | 0.33% | +0.05 |
| CSL Carlisle Cos Inc. | Add +0.4% | 0.68% | +0.05 |
| GE General Electric | Add +0.1% | 0.35% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +49.3% | 0.13% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 0.89% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +3.8% | 1.09% | +0.03 |
| LLY Eli Lilly & Co. | Add +16.1% | 0.40% | +0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +11.9% | 0.19% | +0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +64.6% | 0.08% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 0.75% | +0.03 |
| CRM Salesforce Inc. | Add +4.4% | 0.44% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 0.60% | +0.03 |
| AVGO Broadcom Inc. | Add +16.9% | 0.16% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +0.6% | 0.57% | +0.03 |
| VLTO Veralto Corp. | Add +2.1% | 0.18% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +0.3% | 0.28% | +0.02 |
| SCHK Schwab 1000 Index ETF | New | 0.02% | +0.02 |
| HCA HCA Healthcare Inc. | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | Add +6.2% | 0.27% | +0.02 |
| JGRO JPMorgan Active Growth ETF | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +5.4% | 0.17% | +0.02 |
| ETR Entergy Corp. | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +32.0% | 0.14% | +0.02 |
| ONTO Onto Innovation Inc. | New | 0.02% | +0.02 |
| MBCN Middlefield Banc Corp. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +16.7% | 0.06% | +0.02 |
| RBC RBC Bearings Inc. | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +6.5% | 0.23% | +0.02 |
| AXP American Express Co. | Add +2.1% | 0.14% | +0.02 |
| MDY State Street SPDR S&P Midcap | New | 0.02% | +0.02 |
| GIS General Mills Inc. | New | 0.02% | +0.02 |
| IYF iShares US Financials ETF | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +0.1% | 1.93% | +0.02 |
| WDAY Workday Inc. Class A | Add +26.4% | 0.06% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | Add +7.6% | 0.17% | +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 |