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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
CSL icon
51
Carlisle Companies
CSL
$15.4B
$6.52M 0.54%
19,134
+580
+3% +$208K
PG icon
52
Procter & Gamble
PG
$339B
$6.29M 0.53%
36,892
-22
-0.1% -$3.69K
RTX icon
53
RTX Corp
RTX
$301B
$6.2M 0.52%
46,788
-833
-2% -$106K
CRM icon
54
Salesforce
CRM
$158B
$5.74M 0.48%
21,375
+1,217
+6% +$379K
GS icon
55
Goldman Sachs
GS
$303B
$5.71M 0.48%
10,444
– –
LLY icon
56
Eli Lilly
LLY
$1.06T
$5.67M 0.47%
6,868
+575
+9% +$478K
YUM icon
57
Yum! Brands
YUM
$41.1B
$5.61M 0.47%
35,661
-1,041
-3% -$150K
WWD icon
58
Woodward
WWD
$21.4B
$5.54M 0.46%
30,361
+312
+1% +$57.7K
CVX icon
59
Chevron
CVX
$366B
$5.51M 0.46%
32,922
+1,107
+3% +$173K
JMST icon
60
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$5.34M 0.45%
104,942
+17,404
+20% +$884K
CMI icon
61
Cummins
CMI
$88.7B
$5.28M 0.44%
16,830
+66
+0.4% +$23.3K
AFL icon
62
Aflac
AFL
$62.6B
$5.27M 0.44%
47,391
-573
-1% -$60.8K
SHEL icon
63
Shell
SHEL
$245B
$5.03M 0.42%
68,611
+2,649
+4% +$178K
SPDW icon
64
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$4.97M 0.42%
136,591
-1,360
-1% -$49.1K
ETN icon
65
Eaton
ETN
$174B
$4.85M 0.41%
17,849
+1,507
+9% +$469K
CHD icon
66
Church & Dwight Co
CHD
$24.5B
$4.84M 0.4%
44,008
-1,779
-4% -$190K
IWM icon
67
iShares Russell 2000 ETF
IWM
$81.9B
$4.83M 0.4%
24,233
+186
+0.8% +$40.3K
NFLX icon
68
Netflix
NFLX
$309B
$4.74M 0.4%
50,830
+450
+0.9% +$42.8K
JNJ icon
69
Johnson & Johnson
JNJ
$625B
$4.72M 0.39%
28,490
-742
-3% -$116K
GLD icon
70
SPDR Gold Trust
GLD
$142B
$4.72M 0.39%
16,370
+420
+3% +$111K
MOAT icon
71
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$4.69M 0.39%
53,285
+1,637
+3% +$151K
LIN icon
72
Linde
LIN
$226B
$4.53M 0.38%
9,737
-30
-0.3% -$13.5K
IGSB icon
73
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$4.48M 0.37%
85,477
+7,764
+10% +$404K
GWW icon
74
W.W. Grainger
GWW
$60.2B
$4.46M 0.37%
4,520
+284
+7% +$294K
ZTS icon
75
Zoetis
ZTS
$30B
$4.4M 0.37%
26,721
-814
-3% -$135K
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.