YHB Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), YHB Investment Advisors, Inc. reported 277 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Amazon.com (AMZN, 4.0%). Compared with Q3 2024, it opened 9 new positions, sold out of 12, added to 101 and reduced 131. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Danaher (DHR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001667731-25-000081 ↗ filed Jan 22, 2025
Holdings Value
Holdings 277 stocks · $1.2B
| AAPL Apple Inc. | 7.27% | 353,478 | $88.5M | Reduce -1.0% |
| MSFT Microsoft Corp. | 5.24% | 151,446 | $63.8M | Add +1.8% |
| AMZN Amazon.com Inc. | 3.98% | 220,937 | $48.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 3.27% | 43,435 | $39.8M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.81% | 75,408 | $34.2M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.59% | 166,742 | $31.6M | Add +1.6% |
| NVDA Nvidia Corp. | 2.48% | 224,986 | $30.2M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 2.38% | 465,811 | $29.0M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 2.33% | 149,019 | $28.4M | Add +1.2% |
| V Visa Inc. Class A | 2.20% | 84,628 | $26.7M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.99% | 46,450 | $24.2M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 1.95% | 206,406 | $23.8M | Add +2.0% |
| DHR Danaher Corp. | 1.53% | 81,162 | $18.6M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 30,365 | $17.8M | Add +3.6% |
| ECL Ecolab Inc. | 1.46% | 75,781 | $17.8M | Add +0.6% |
| SYK Stryker Corp. | 1.40% | 47,297 | $17.0M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.29% | 31,002 | $15.7M | Add +0.6% |
| HD Home Depot Inc. | 1.23% | 38,355 | $14.9M | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 1.11% | 484,537 | $13.5M | Reduce -4.3% |
| URI United Rentals Inc. | 1.10% | 18,942 | $13.3M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 1.06% | 40,038 | $12.9M | Reduce -2.4% |
| INTU Intuit Inc. | 1.05% | 20,251 | $12.7M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.02% | 81,863 | $12.4M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 1.00% | 20,782 | $12.2M | Add +11.9% |
| ORCL Oracle Corp. | 0.96% | 69,904 | $11.6M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 0.94% | 47,855 | $11.5M | Add +10.8% |
| ISRG Intuitive Surgical Inc. | 0.94% | 21,940 | $11.5M | Reduce -0.3% |
| AMGN Amgen Inc. | 0.93% | 43,514 | $11.3M | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 0.90% | 107,790 | $10.9M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.80% | 140,678 | $9.8M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 80,306 | $9.7M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 0.78% | 345,864 | $9.4M | Add +0.5% |
| AON Aon PLC Class A | 0.77% | 25,966 | $9.3M | Reduce -0.5% |
| EAGL Eagle Capital Select Eqty | 0.71% | 312,008 | $8.7M | No change |
| MCD McDonald's Corp. | 0.69% | 29,047 | $8.4M | Reduce -15.7% |
| UNP Union Pacific Corp. | 0.67% | 35,973 | $8.2M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.67% | 14,000 | $8.2M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.65% | 40,275 | $8.0M | Add +6.9% |
| MINT PIMCO Enhanced Short Maturit | 0.62% | 75,428 | $7.6M | Reduce -1.9% |
| WMT Walmart Inc. | 0.61% | 82,149 | $7.4M | Reduce -4.2% |
| NEE Nextera Energy Inc. | 0.59% | 100,356 | $7.2M | Reduce -2.4% |
| PANW Palo Alto Networks Inc. | 0.59% | 39,312 | $7.2M | Add +6.9% |
| CSL Carlisle Cos Inc. | 0.56% | 18,554 | $6.8M | Add +1.9% |
| CRM Salesforce Inc. | 0.55% | 20,158 | $6.7M | Add +4.8% |
| IVE iShares S&P 500 Value ETF | 0.55% | 35,156 | $6.7M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 93,515 | $6.6M | Add +0.2% |
| ABBV Abbvie Inc. | 0.54% | 36,686 | $6.5M | Add +10.1% |
| VOO Vanguard S&P 500 ETF | 0.53% | 11,980 | $6.5M | Reduce -22.1% |
| FTNT Fortinet Inc. | 0.51% | 65,797 | $6.2M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.51% | 36,914 | $6.2M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.49% | 10,444 | $6.0M | Add +2.5% |
| CMI Cummins Inc. | 0.48% | 16,764 | $5.8M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 0.46% | 112,302 | $5.7M | Add +4.2% |
| RTX RTX Corp. | 0.45% | 47,621 | $5.5M | Add +0.7% |
| NOW ServiceNow Inc. | 0.45% | 5,116 | $5.4M | Add +5.3% |
| ETN Eaton Corp. PLC | 0.45% | 16,342 | $5.4M | Add +10.0% |
| IWM iShares Russell 2000 ETF | 0.44% | 24,047 | $5.3M | Reduce -1.1% |
| TMUS T-Mobile US Inc. | 0.44% | 23,999 | $5.3M | Add +7.1% |
| WWD Woodward Inc. | 0.41% | 30,049 | $5.0M | Reduce -0.4% |
| AFL Aflac Inc. | 0.41% | 47,964 | $5.0M | Reduce -2.3% |
| YUM Yum! Brands Inc. | 0.40% | 36,702 | $4.9M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.40% | 6,293 | $4.9M | Add +16.7% |
| CHD Church & Dwight Co. Inc. | 0.39% | 45,787 | $4.8M | Reduce -3.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.39% | 51,648 | $4.8M | Reduce -10.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.39% | 137,951 | $4.7M | Add +1.1% |
| CVX Chevron Corp. | 0.38% | 31,815 | $4.6M | Add +1.5% |
| NFLX Netflix Inc. | 0.37% | 5,038 | $4.5M | Reduce -9.5% |
| ZTS Zoetis Inc. | 0.37% | 27,535 | $4.5M | Reduce -4.8% |
| MAR Marriott International Class A | 0.37% | 16,011 | $4.5M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.37% | 4,236 | $4.5M | Add +9.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 87,538 | $4.4M | Add +38.9% |
| MORN Morningstar Inc. | 0.36% | 12,876 | $4.3M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.35% | 29,232 | $4.2M | Reduce -3.5% |
| PAYX Paychex Inc. | 0.34% | 29,947 | $4.2M | Reduce -10.2% |
| IEMG iShares Core MSCI Emerging | 0.34% | 79,924 | $4.2M | Add +1.9% |
| SHEL Shell PLC-ADR | 0.34% | 65,962 | $4.1M | Add +2.5% |
| LIN Linde PLC | 0.34% | 9,767 | $4.1M | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.33% | 17,414 | $4.0M | Add +59.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.33% | 77,713 | $4.0M | Add +89.2% |
| GLD SPDR Gold Shares | 0.32% | 15,950 | $3.9M | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 22,533 | $3.8M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.31% | 42,613 | $3.7M | Add +16.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,738 | $3.4M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.28% | 31,861 | $3.4M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 30,626 | $3.4M | Add +1.2% |
| ACN Accenture PLC Class A | 0.27% | 9,363 | $3.3M | Add +10.2% |
| CMG Chipotle Mexican Grill Inc. | 0.27% | 53,908 | $3.3M | Add +187.5% |
| CMCSA Comcast Corp. Class A | 0.26% | 85,110 | $3.2M | Add +11.1% |
| CARR Carrier Global Corp. | 0.26% | 46,105 | $3.1M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 10,675 | $3.1M | Reduce -7.8% |
| IQLT iShares MSCI International Q | 0.25% | 82,270 | $3.1M | Add +4.0% |
| FTV Fortive Corp. | 0.25% | 39,926 | $3.0M | Reduce -5.2% |
| PLD Prologis Inc. | 0.24% | 27,778 | $2.9M | Add +1.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.23% | 37,529 | $2.9M | Reduce -3.4% |
| MS Morgan Stanley | 0.23% | 22,608 | $2.8M | Add +10.2% |
| NKE Nike Inc. Class B | 0.23% | 36,958 | $2.8M | Reduce -10.1% |
| COF Capital One Financial Corp. | 0.23% | 15,586 | $2.8M | Reduce -1.1% |
| SPEM State Street SP PTF Em ETF | 0.23% | 72,367 | $2.8M | Add +1.3% |
| BAH Booz Allen Hamilton Holdings | 0.23% | 21,355 | $2.7M | Reduce -0.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.23% | 11,117 | $2.7M | Reduce -2.1% |
Portfolio Sells Q3 2024 → Q4 2024
| DHR Danaher Corp. | Reduce -0.9% | 1.53% | −0.36 |
| URI United Rentals Inc. | Reduce -0.7% | 1.10% | −0.18 |
| MCD McDonald's Corp. | Reduce -15.7% | 0.69% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -22.1% | 0.53% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -2.4% | 0.59% | −0.13 |
| ALGN Align Technology Inc. | Reduce -56.6% | 0.07% | −0.13 |
| ZTS Zoetis Inc. | Reduce -4.8% | 0.37% | −0.10 |
| ELV Elevance Health Inc. | Reduce -3.9% | 0.17% | −0.08 |
| KVUE Kenvue Inc. | Reduce -41.9% | 0.09% | −0.08 |
| ORCL Oracle Corp. | Reduce -4.2% | 0.96% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.7% | 0.21% | −0.07 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -10.8% | 0.39% | −0.07 |
| NKE Nike Inc. Class B | Reduce -10.1% | 0.23% | −0.07 |
| HUM Humana Inc. | Sold out | 0.00% | −0.07 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.67% | −0.07 |
| LIN Linde PLC | Reduce -3.4% | 0.34% | −0.06 |
| BAH Booz Allen Hamilton Holdings | Reduce -0.2% | 0.23% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -45.1% | 0.07% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.5% | 0.35% | −0.06 |
| CARR Carrier Global Corp. | Reduce -0.7% | 0.26% | −0.05 |
| AFL Aflac Inc. | Reduce -2.3% | 0.41% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -15.5% | 0.10% | −0.04 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.28% | −0.04 |
| HON Honeywell International Inc. | Reduce -20.4% | 0.21% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -2.8% | 0.40% | −0.03 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.4% | 0.23% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -9.5% | 0.11% | −0.03 |
| FTV Fortive Corp. | Reduce -5.2% | 0.25% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -33.6% | 0.05% | −0.03 |
| VLTO Veralto Corp. | Reduce -6.0% | 0.15% | −0.03 |
| OTIS Otis Worldwide Corp. | Reduce -1.7% | 0.18% | −0.03 |
| ALC Alcon Inc. | Reduce -0.2% | 0.14% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -7.0% | 0.17% | −0.03 |
| PAYX Paychex Inc. | Reduce -10.2% | 0.34% | −0.03 |
| CVS CVS Health Corp. | Reduce -9.2% | 0.05% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -52.0% | 0.02% | −0.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Reduce -2.1% | 0.12% | −0.02 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.51% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -32.3% | 0.06% | −0.02 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.18% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.9% | 0.62% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.1% | 0.13% | −0.02 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.3% | 3.98% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 2.59% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 2.33% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +10.8% | 0.94% | +0.19 |
| CMG Chipotle Mexican Grill Inc. | Add +187.5% | 0.27% | +0.18 |
| AVGO Broadcom Inc. | Add +59.2% | 0.33% | +0.18 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +89.2% | 0.33% | +0.15 |
| CRM Salesforce Inc. | Add +4.8% | 0.55% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +11.9% | 1.00% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.9% | 0.65% | +0.11 |
| RSP Invesco S&P 500 Equal Weight | Add +372.2% | 0.14% | +0.11 |
| FTNT Fortinet Inc. | Add +5.0% | 0.51% | +0.11 |
| JMST JPM Ultra-Short Muni Income | Add +38.9% | 0.36% | +0.10 |
| NOW ServiceNow Inc. | Add +5.3% | 0.45% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +2.5% | 0.49% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.6% | 1.46% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +6.9% | 0.59% | +0.07 |
| MS Morgan Stanley | Add +10.2% | 0.23% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +16.3% | 0.31% | +0.06 |
| TMUS T-Mobile US Inc. | Add +7.1% | 0.44% | +0.05 |
| MUNI PIMCO Intermediate Municipal | New | 0.05% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.90% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +24.2% | 0.21% | +0.04 |
| BKNG Booking Holdings Inc. | New | 0.04% | +0.04 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +58.6% | 0.12% | +0.04 |
| DIS The Walt Disney Co. | Add +1.2% | 0.28% | +0.04 |
| ETN Eaton Corp. PLC | Add +10.0% | 0.45% | +0.04 |
| GWW WW Grainger Inc. | Add +9.8% | 0.37% | +0.04 |
| APO Apollo Global Management Inc. | Add +9.5% | 0.11% | +0.03 |
| SO The Southern Co. | Add +172.4% | 0.05% | +0.03 |
| GLDM SPDR Gold Minishares Trust | New | 0.03% | +0.03 |
| WDAY Workday Inc. Class A | Add +42.4% | 0.09% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.03% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +32.0% | 0.07% | +0.02 |
| ACN Accenture PLC Class A | Add +10.2% | 0.27% | +0.02 |
| TXN Texas Instruments Inc. | Add +69.5% | 0.06% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| COP Conocophillips | Add +23.6% | 0.14% | +0.02 |
| META Meta Platforms Inc. Class A | Add +1.4% | 0.67% | +0.02 |
| DFS Discover Financial Services | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +0.3% | 0.80% | +0.02 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.02% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +10.3% | 0.12% | +0.02 |
| MA Mastercard Inc. Class A | Add +3.4% | 0.19% | +0.02 |
| ADP Automatic Data Processing | Add +9.1% | 0.10% | +0.01 |
| USRT iShares Core US REIT ETF | Add +50.1% | 0.04% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +4.2% | 0.46% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +26.8% | 0.06% | +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 |