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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
+8.2%
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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
-$14M
Cap. Flow %
-1.02%
Top 10 Hldgs %
33.74%
Holding
311
New
12
Increased
91
Reduced
138
Closed
12

Top Buys

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.29M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.35M
3
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$11M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.7M
3
BLK icon
Blackrock
BLK
+$3.29M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

Sector Composition

Rank Sector Weight
1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
26
Intuit
INTU
$89B
$14.2M 1.04%
20,848
+252
+1% +$182K
IVW icon
27
iShares S&P 500 Growth ETF
IVW
$77.6B
$13.1M 0.95%
108,150
+122
+0.1% +$14K
AMGN icon
28
Amgen
AMGN
$222B
$12.7M 0.93%
45,125
+468
+1% +$136K
TSM icon
29
TSMC
TSM
$2.18T
$12.3M 0.9%
43,973
+427
+1% +$104K
TJX icon
30
TJX Companies
TJX
$178B
$11.7M 0.86%
81,171
-226
-0.3% -$30K
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$196B
$11.1M 0.81%
126,777
+13,540
+12% +$1.15M
META icon
32
Meta Platforms (Facebook)
META
$1.51T
$10.1M 0.74%
13,696
-110
-0.8% -$81.9K
ISRG icon
33
Intuitive Surgical
ISRG
$134B
$9.86M 0.72%
22,043
+62
+0.3% +$29.8K
EAGL
34
Eagle Capital Select Equity ETF
EAGL
$4.62B
$9.75M 0.71%
312,008
– –
WMT icon
35
Walmart Inc
WMT
$890B
$9.61M 0.7%
93,229
+2,731
+3% +$272K
PANW icon
36
Palo Alto Networks
PANW
$297B
$9.14M 0.67%
44,864
+1,503
+3% +$288K
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$105B
$8.77M 0.64%
321,159
-31,063
-9% -$847K
AON icon
38
Aon
AON
$76B
$8.75M 0.64%
24,535
+30
+0.1% +$10.9K
NFLX icon
39
Netflix
NFLX
$309B
$8.43M 0.62%
70,330
+4,260
+6% +$520K
UNP icon
40
Union Pacific
UNP
$174B
$8.33M 0.61%
35,257
-589
-2% -$133K
GS icon
41
Goldman Sachs
GS
$303B
$8.32M 0.61%
10,444
– –
ABBV icon
42
AbbVie
ABBV
$435B
$8.31M 0.61%
35,903
-309
-0.9% -$62.9K
MCD icon
43
McDonald's
MCD
$195B
$8.25M 0.6%
27,137
-869
-3% -$264K
MINT icon
44
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$7.89M 0.58%
78,406
+2,236
+3% +$225K
RTX icon
45
RTX Corp
RTX
$301B
$7.82M 0.57%
46,728
-165
-0.4% -$25.6K
NEE icon
46
NextEra Energy
NEE
$177B
$7.68M 0.56%
101,727
-748
-0.7% -$54.7K
SMLF icon
47
iShares US Small Cap Equity Factor ETF
SMLF
$4.27B
$7.58M 0.55%
+101,916
New +$7.29M
WWD icon
48
Woodward
WWD
$21.4B
$7.58M 0.55%
29,980
-350
-1% -$87K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$1.01T
$7.54M 0.55%
12,313
-3,815
-24% -$2.25M
IVE icon
50
iShares S&P 500 Value ETF
IVE
$49.8B
$7.35M 0.54%
35,584
+146
+0.4% +$29.3K
1
2
3 4 5

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YHB Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, YHB Investment Advisors held 311 positions worth $1.37B, up 5.6% from $1.3B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

YHB Investment Advisors's Q3 2025 filing shows 12 new, 91 increased, 138 reduced and 12 closed positions. Its largest new stake was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M. The largest sale was Lam Research, an estimated $11M.

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

  • YHB Investment Advisors's largest Q3 2025 buy was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M.
  • YHB Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $6.35M increase.
  • YHB Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $5.7M.
  • YHB Investment Advisors fully exited Lam Research in Q3 2025, selling an estimated $11M.
  • YHB Investment Advisors's ten largest holdings make up 34% of its $1.37B portfolio in Q3 2025.
  • YHB Investment Advisors opened 12 new positions and closed 12 in Q3 2025.
  • YHB Investment Advisors's portfolio value rose 5.6% quarter-over-quarter to $1.37B.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.