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YIA

YHB Investment Advisors Portfolio holdings

AUM $1.56B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
-2.15%
1 Year Est. Return
+27.39%
3 Year Est. Return
+85.72%
5 Year Est. Return
+104.16%
10 Year Est. Return
+409.93%
AUM
$1.2B
AUM Growth
-$20.1M
Cap. Flow
+$21.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$8.95M
2
BLK icon
Blackrock
BLK
+$3.01M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.29M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$884K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
3
AMZN icon
Amazon
AMZN
+$947K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$842K
5
NKE icon
Nike
NKE
+$668K

Sector Composition

Rank Sector Weight
1 Technology 21.18%
2 Healthcare 11.34%
3 Financials 11.07%
4 Consumer Discretionary 8.54%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
226
Emerson Electric
EMR
$88.7B
$347K 0.03%
3,163
– –
EOG icon
227
EOG Resources
EOG
$73.5B
$338K 0.03%
2,632
+180
+7% +$23.2K
PM icon
228
Philip Morris
PM
$292B
$335K 0.03%
2,108
-50
-2% -$7.08K
BX icon
229
Blackstone
BX
$111B
$331K 0.03%
2,370
-50
-2% -$8.12K
BSCP
230
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$319K 0.03%
15,417
-1,735
-10% -$35.9K
WELL icon
231
Welltower
WELL
$170B
$319K 0.03%
+2,079
New +$296K
LMT icon
232
Lockheed Martin
LMT
$139B
$316K 0.03%
707
+179
+34% +$82.4K
CEF icon
233
Sprott Physical Gold and Silver Trust
CEF
$8.1B
$315K 0.03%
11,105
– –
QCOM icon
234
Qualcomm
QCOM
$175B
$313K 0.03%
2,038
-7
-0.3% -$1.14K
AMP icon
235
Ameriprise Financial
AMP
$49.5B
$312K 0.03%
645
+157
+32% +$82.3K
ICSH icon
236
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$312K 0.03%
6,152
+775
+14% +$39.2K
VO icon
237
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$310K 0.03%
4,800
– –
FDX icon
238
FedEx
FDX
$76B
$308K 0.03%
1,263
– –
MRSH
239
Marsh
MRSH
$91.3B
$307K 0.03%
1,256
-84
-6% -$19.1K
HIG icon
240
Hartford Financial Services
HIG
$39.2B
$306K 0.03%
2,474
– –
JGRO icon
241
JPMorgan Active Growth ETF
JGRO
$10B
$303K 0.03%
4,102
+884
+27% +$71.1K
VWO icon
242
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$302K 0.03%
6,678
-349
-5% -$15.7K
SCHK icon
243
Schwab 1000 Index ETF
SCHK
$5.95B
$296K 0.02%
10,978
-3,632
-25% -$103K
IJT icon
244
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$292K 0.02%
2,346
– –
XLU icon
245
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$280K 0.02%
7,114
-948
-12% -$37K
MLM icon
246
Martin Marietta Materials
MLM
$33B
$279K 0.02%
+584
New +$297K
DD icon
247
DuPont de Nemours
DD
$19.2B
$279K 0.02%
2,979
+1
+0% +$98
EPD icon
248
Enterprise Products Partners
EPD
$82B
$276K 0.02%
8,098
– –
WCN
249
Waste Connections
WCN
$42B
$271K 0.02%
1,391
– –
DHI icon
250
D.R. Horton
DHI
$41B
$270K 0.02%
2,127
– –
8 9
10
11 12

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YHB Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, YHB Investment Advisors held 298 positions worth $1.2B, down 1.7% from $1.22B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q1 2025 filing shows 21 new, 117 increased, 112 reduced and 8 closed positions. Its largest new stake was Lam Research: 113,707 shares worth $8.27M. The largest sale was Apple, an estimated $1.1M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 23% a quarter earlier, followed by Healthcare and Financials.

  • YHB Investment Advisors's largest Q1 2025 buy was Lam Research: 113,707 shares worth $8.27M.
  • YHB Investment Advisors added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.16M increase.
  • YHB Investment Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $1.1M.
  • YHB Investment Advisors fully exited Camden Property Trust in Q1 2025, selling an estimated $432K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.2B portfolio in Q1 2025.
  • YHB Investment Advisors opened 21 new positions and closed 8 in Q1 2025.
  • YHB Investment Advisors's portfolio value fell 1.7% quarter-over-quarter to $1.2B.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.