YHB Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), YHB Investment Advisors, Inc. reported 290 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Amazon.com (AMZN, 3.4%). Compared with Q4 2024, it opened 21 new positions, sold out of 8, added to 117 and reduced 112. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001667731-25-000497 ↗ filed Apr 23, 2025
Holdings Value
Holdings 290 stocks · $1.2B
| AAPL Apple Inc. | 6.47% | 348,745 | $77.5M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.76% | 151,647 | $56.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.44% | 216,571 | $41.2M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 3.41% | 43,109 | $40.8M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.39% | 76,170 | $40.6M | Add +1.0% |
| V Visa Inc. Class A | 2.43% | 82,907 | $29.1M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 2.28% | 468,500 | $27.3M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.08% | 160,848 | $24.9M | Reduce -3.5% |
| NVDA Nvidia Corp. | 2.08% | 229,445 | $24.9M | Add +2.0% |
| TMO Thermo Fisher Scientific Inc. | 1.94% | 46,583 | $23.2M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.90% | 145,397 | $22.7M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 1.80% | 206,591 | $21.6M | Add +0.1% |
| ECL Ecolab Inc. | 1.61% | 76,191 | $19.3M | Add +0.5% |
| SYK Stryker Corp. | 1.48% | 47,531 | $17.7M | Add +0.5% |
| DHR Danaher Corp. | 1.40% | 81,727 | $16.8M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 28,932 | $16.2M | Reduce -4.7% |
| UNH Unitedhealth Group Inc. | 1.30% | 29,699 | $15.6M | Reduce -4.2% |
| HD Home Depot Inc. | 1.18% | 38,388 | $14.1M | Add +0.1% |
| AMGN Amgen Inc. | 1.13% | 43,570 | $13.6M | Add +0.1% |
| INTU Intuit Inc. | 1.05% | 20,512 | $12.6M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 1.05% | 40,870 | $12.5M | Add +2.1% |
| SCHG Schwab US Large-Cap Growth | 1.04% | 496,108 | $12.4M | Add +2.4% |
| URI United Rentals Inc. | 1.03% | 19,641 | $12.3M | Add +3.7% |
| PEP Pepsico Inc. | 1.02% | 81,836 | $12.3M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.99% | 48,314 | $11.9M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.97% | 20,695 | $11.6M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.90% | 21,771 | $10.8M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.84% | 107,910 | $10.0M | Add +0.1% |
| AON Aon PLC Class A | 0.83% | 24,805 | $9.9M | Reduce -4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 80,799 | $9.8M | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 0.81% | 347,758 | $9.7M | Add +0.6% |
| ORCL Oracle Corp. | 0.80% | 68,405 | $9.6M | Reduce -2.1% |
| APH Amphenol Corp. Class A | 0.76% | 137,837 | $9.0M | Reduce -2.0% |
| MCD McDonald's Corp. | 0.73% | 28,092 | $8.8M | Reduce -3.3% |
| EAGL Eagle Capital Select Eqty | 0.73% | 312,008 | $8.7M | No change |
| UNP Union Pacific Corp. | 0.72% | 36,281 | $8.6M | Add +0.9% |
| LRCX Lam Research Corp. | 0.69% | 113,707 | $8.3M | New |
| VOO Vanguard S&P 500 ETF | 0.69% | 15,980 | $8.2M | Add +33.4% |
| META Meta Platforms Inc. Class A | 0.66% | 13,759 | $7.9M | Reduce -1.7% |
| MINT PIMCO Enhanced Short Maturit | 0.65% | 77,675 | $7.8M | Add +3.0% |
| WMT Walmart Inc. | 0.64% | 87,093 | $7.6M | Add +6.0% |
| ABBV Abbvie Inc. | 0.63% | 36,182 | $7.6M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.61% | 102,635 | $7.3M | Add +2.3% |
| PANW Palo Alto Networks Inc. | 0.59% | 41,535 | $7.1M | Add +5.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.59% | 93,464 | $7.1M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.59% | 42,487 | $7.1M | Add +5.5% |
| JPST JPMorgan Ultra-Short Income | 0.58% | 137,939 | $7.0M | Add +22.8% |
| TMUS T-Mobile US Inc. | 0.58% | 25,859 | $6.9M | Add +7.8% |
| IVE iShares S&P 500 Value ETF | 0.56% | 35,291 | $6.7M | Add +0.4% |
| FTNT Fortinet Inc. | 0.55% | 68,354 | $6.6M | Add +3.9% |
| CSL Carlisle Cos Inc. | 0.54% | 19,134 | $6.5M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.53% | 36,892 | $6.3M | Reduce -0.1% |
| RTX RTX Corp. | 0.52% | 46,788 | $6.2M | Reduce -1.8% |
| CRM Salesforce Inc. | 0.48% | 21,375 | $5.7M | Add +6.0% |
| GS Goldman Sachs Group Inc. | 0.48% | 10,444 | $5.7M | No change |
| LLY Eli Lilly & Co. | 0.47% | 6,868 | $5.7M | Add +9.1% |
| YUM Yum! Brands Inc. | 0.47% | 35,661 | $5.6M | Reduce -2.8% |
| WWD Woodward Inc. | 0.46% | 30,361 | $5.5M | Add +1.0% |
| CVX Chevron Corp. | 0.46% | 32,922 | $5.5M | Add +3.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.45% | 104,942 | $5.3M | Add +19.9% |
| CMI Cummins Inc. | 0.44% | 16,830 | $5.3M | Add +0.4% |
| AFL Aflac Inc. | 0.44% | 47,391 | $5.3M | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.42% | 68,611 | $5.0M | Add +4.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 136,591 | $5.0M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 0.41% | 17,849 | $4.9M | Add +9.2% |
| CHD Church & Dwight Co. Inc. | 0.40% | 44,008 | $4.8M | Reduce -3.9% |
| IWM iShares Russell 2000 ETF | 0.40% | 24,233 | $4.8M | Add +0.8% |
| NFLX Netflix Inc. | 0.40% | 5,083 | $4.7M | Add +0.9% |
| JNJ Johnson & Johnson | 0.39% | 28,490 | $4.7M | Reduce -2.5% |
| GLD SPDR Gold Shares | 0.39% | 16,370 | $4.7M | Add +2.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.39% | 53,285 | $4.7M | Add +3.2% |
| LIN Linde PLC | 0.38% | 9,737 | $4.5M | Reduce -0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.37% | 85,477 | $4.5M | Add +10.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.37% | 4,520 | $4.5M | Add +6.7% |
| ZTS Zoetis Inc. | 0.37% | 26,721 | $4.4M | Reduce -3.0% |
| PAYX Paychex Inc. | 0.36% | 28,142 | $4.3M | Reduce -6.0% |
| NOW ServiceNow Inc. | 0.36% | 5,397 | $4.3M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 0.36% | 79,012 | $4.3M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 21,211 | $4.2M | Reduce -5.9% |
| MORN Morningstar Inc. | 0.32% | 12,884 | $3.9M | Add +0.1% |
| MAR Marriott International Class A | 0.32% | 16,011 | $3.8M | No change |
| XOM Exxon Mobil Corp. | 0.32% | 31,773 | $3.8M | Reduce -0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.31% | 45,670 | $3.7M | Add +7.2% |
| IQLT iShares MSCI International Q | 0.30% | 89,228 | $3.5M | Add +8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 7,190 | $3.4M | Add +6.7% |
| PLD Prologis Inc. | 0.26% | 28,161 | $3.1M | Add +1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.26% | 61,868 | $3.1M | Add +14.8% |
| CMCSA Comcast Corp. Class A | 0.26% | 82,817 | $3.1M | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.25% | 18,326 | $3.1M | Add +5.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.25% | 36,375 | $3.0M | Reduce -3.1% |
| AZO AutoZone Inc. | 0.25% | 784 | $3.0M | Add +3.7% |
| ACN Accenture PLC Class A | 0.25% | 9,547 | $3.0M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 29,961 | $3.0M | Reduce -2.2% |
| CARR Carrier Global Corp. | 0.24% | 46,027 | $2.9M | Reduce -0.2% |
| BLK BlackRock Inc. | 0.24% | 3,072 | $2.9M | New |
| FTV Fortive Corp. | 0.24% | 39,432 | $2.9M | Reduce -1.2% |
| SPEM State Street SP PTF Em ETF | 0.24% | 71,857 | $2.8M | Reduce -0.7% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 41,598 | $2.8M | Reduce -2.6% |
| COF Capital One Financial Corp. | 0.23% | 15,509 | $2.8M | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.23% | 122,152 | $2.7M | Add +8.6% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.3% | 6.47% | −0.80 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 3.44% | −0.54 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 2.08% | −0.52 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 1.90% | −0.43 |
| ORCL Oracle Corp. | Reduce -2.1% | 0.80% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 1.35% | −0.11 |
| NKE Nike Inc. Class B | Reduce -24.6% | 0.15% | −0.08 |
| APH Amphenol Corp. Class A | Reduce -2.0% | 0.76% | −0.05 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.4% | 0.18% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -0.8% | 0.90% | −0.04 |
| TSLA Tesla Inc. | Reduce -14.7% | 0.05% | −0.04 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.04 |
| ACWI iShares MSCI Acwi ETF | Reduce -28.7% | 0.09% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.97% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.2% | 0.25% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.2% | 0.22% | −0.03 |
| ALGN Align Technology Inc. | Reduce -27.8% | 0.04% | −0.03 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Reduce -7.7% | 0.18% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -4.9% | 0.20% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -1.2% | 0.07% | −0.02 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.02 |
| GEV GE Vernova Inc. | Reduce -5.1% | 0.18% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| CHTR Charter Communications Inc. Class A | Reduce -29.1% | 0.06% | −0.02 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -7.8% | 0.09% | −0.02 |
| PWR Quanta Services Inc. | Reduce -13.2% | 0.04% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -28.4% | 0.06% | −0.02 |
| CARR Carrier Global Corp. | Reduce -0.2% | 0.24% | −0.01 |
| XLK SS Technology Select Sector | Reduce -20.0% | 0.04% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -7.2% | 0.08% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.66% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.17% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.9% | 0.09% | −0.01 |
| SCHK Schwab 1000 Index ETF | Reduce -24.9% | 0.02% | −0.01 |
| VLTO Veralto Corp. | Reduce -2.8% | 0.14% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -3.6% | 0.06% | −0.01 |
| ITW Illinois Tool Works | Reduce -4.7% | 0.14% | −0.01 |
| WDAY Workday Inc. Class A | Reduce -0.6% | 0.08% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.7% | 0.26% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.5% | 0.19% | −0.01 |
| BX Blackstone Inc. | Reduce -2.1% | 0.03% | −0.01 |
| CVS CVS Health Corp. | Reduce -43.6% | 0.04% | −0.01 |
| HUBB Hubbell Inc. | Reduce -1.9% | 0.02% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.06% | −0.01 |
| FTV Fortive Corp. | Reduce -1.2% | 0.24% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| LRCX Lam Research Corp. | New | 0.69% | +0.69 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 3.39% | +0.58 |
| BLK BlackRock Inc. | New | 0.24% | +0.24 |
| AMGN Amgen Inc. | Add +0.1% | 1.13% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +33.4% | 0.69% | +0.16 |
| ECL Ecolab Inc. | Add +0.5% | 1.61% | +0.15 |
| TMUS T-Mobile US Inc. | Add +7.8% | 0.58% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +22.8% | 0.58% | +0.12 |
| CVX Chevron Corp. | Add +3.5% | 0.46% | +0.08 |
| JMST JPM Ultra-Short Muni Income | Add +19.9% | 0.45% | +0.08 |
| SHEL Shell PLC-ADR | Add +4.0% | 0.42% | +0.08 |
| SYK Stryker Corp. | Add +0.5% | 1.48% | +0.08 |
| GLD SPDR Gold Shares | Add +2.6% | 0.39% | +0.08 |
| LLY Eli Lilly & Co. | Add +9.1% | 0.47% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +41.4% | 0.21% | +0.06 |
| LEN Lennar Corp. Class A | New | 0.06% | +0.06 |
| WWD Woodward Inc. | Add +1.0% | 0.46% | +0.05 |
| HUM Humana Inc. | New | 0.05% | +0.05 |
| AZO AutoZone Inc. | Add +3.7% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.99% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +171.9% | 0.07% | +0.05 |
| IQLT iShares MSCI International Q | Add +8.5% | 0.30% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.0% | 0.37% | +0.04 |
| UNP Union Pacific Corp. | Add +0.9% | 0.72% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +62.6% | 0.11% | +0.04 |
| EL Estee Lauder Companies Class A | New | 0.04% | +0.04 |
| FTNT Fortinet Inc. | Add +3.9% | 0.55% | +0.04 |
| ELV Elevance Health Inc. | Add +1.8% | 0.20% | +0.04 |
| WM Waste Management Inc. | Add +3.7% | 0.21% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 0.81% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +115.0% | 0.06% | +0.04 |
| SPSB SS SPDR P St C Corp. ETF | Add +50.0% | 0.09% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +3.0% | 0.65% | +0.03 |
| WMT Walmart Inc. | Add +6.0% | 0.64% | +0.03 |
| NFLX Netflix Inc. | Add +0.9% | 0.40% | +0.03 |
| WELL Welltower Inc. | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +17.6% | 0.16% | +0.03 |
| AER Aercap Holdings NV | Add +6.5% | 0.19% | +0.03 |
| TJX TJX Companies Inc. | Add +0.6% | 0.82% | +0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +17.6% | 0.14% | +0.02 |
| MLM Martin Marietta Materials | New | 0.02% | +0.02 |
| TYL Tyler Technologies Inc. | New | 0.02% | +0.02 |
| PLD Prologis Inc. | Add +1.4% | 0.26% | +0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +8.7% | 0.21% | +0.02 |
| SO The Southern Co. | Add +24.6% | 0.07% | +0.02 |
| PTC PTC Inc. | New | 0.02% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| ALC Alcon Inc. | Add +1.1% | 0.15% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.02% | +0.02 |
| HCA HCA Healthcare Inc. | New | 0.02% | +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 |