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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
IVV icon
26
iShares Core S&P 500 ETF
IVV
$904B
$11.6M 0.97%
20,695
-87
-0.4% -$51.4K
ISRG icon
27
Intuitive Surgical
ISRG
$134B
$10.8M 0.9%
21,771
-169
-0.8% -$93.5K
IVW icon
28
iShares S&P 500 Growth ETF
IVW
$77.6B
$10M 0.84%
107,910
+120
+0.1% +$12.1K
AON icon
29
Aon
AON
$76B
$9.9M 0.83%
24,805
-1,161
-4% -$445K
TJX icon
30
TJX Companies
TJX
$178B
$9.84M 0.82%
80,799
+493
+0.6% +$59.8K
SCHD icon
31
Schwab US Dividend Equity ETF
SCHD
$106B
$9.72M 0.81%
347,758
+1,894
+0.5% +$52.8K
ORCL icon
32
Oracle
ORCL
$423B
$9.56M 0.8%
68,405
-1,499
-2% -$244K
APH icon
33
Amphenol
APH
$209B
$9.04M 0.76%
137,837
-2,841
-2% -$194K
MCD icon
34
McDonald's
MCD
$195B
$8.78M 0.73%
28,092
-955
-3% -$286K
EAGL
35
Eagle Capital Select Equity ETF
EAGL
$4.62B
$8.74M 0.73%
312,008
– –
UNP icon
36
Union Pacific
UNP
$174B
$8.57M 0.72%
36,281
+308
+0.9% +$74.1K
LRCX icon
37
Lam Research
LRCX
$390B
$8.27M 0.69%
+113,707
New +$8.95M
VOO icon
38
Vanguard S&P 500 ETF
VOO
$1.03T
$8.21M 0.69%
15,980
+4,000
+33% +$2.16M
META icon
39
Meta Platforms (Facebook)
META
$1.51T
$7.93M 0.66%
13,759
-241
-2% -$155K
MINT icon
40
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$7.82M 0.65%
77,675
+2,247
+3% +$226K
WMT icon
41
Walmart Inc
WMT
$890B
$7.65M 0.64%
87,093
+4,944
+6% +$464K
ABBV icon
42
AbbVie
ABBV
$435B
$7.58M 0.63%
36,182
-504
-1% -$98K
NEE icon
43
NextEra Energy
NEE
$177B
$7.28M 0.61%
102,635
+2,279
+2% +$161K
PANW icon
44
Palo Alto Networks
PANW
$297B
$7.09M 0.59%
41,535
+2,223
+6% +$411K
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$196B
$7.07M 0.59%
93,464
-51
-0.1% -$3.81K
TSM icon
46
TSMC
TSM
$2.18T
$7.05M 0.59%
42,487
+2,212
+5% +$430K
JPST icon
47
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$6.98M 0.58%
137,939
+25,637
+23% +$1.29M
TMUS icon
48
T-Mobile US
TMUS
$190B
$6.9M 0.58%
25,859
+1,860
+8% +$458K
IVE icon
49
iShares S&P 500 Value ETF
IVE
$49.8B
$6.73M 0.56%
35,291
+135
+0.4% +$26.1K
FTNT icon
50
Fortinet
FTNT
$117B
$6.58M 0.55%
68,354
+2,557
+4% +$259K
1
2
3 4 5

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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.