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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
VTI icon
101
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$2.67M 0.22%
9,698
-977
-9% -$284K
MS icon
102
Morgan Stanley
MS
$340B
$2.65M 0.22%
22,720
+112
+0.5% +$14.4K
LHX icon
103
L3Harris
LHX
$53.4B
$2.62M 0.22%
12,517
+514
+4% +$108K
EEMV icon
104
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$2.55M 0.21%
43,670
+3,497
+9% +$204K
SPYM
105
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$2.51M 0.21%
38,172
+11,172
+41% +$773K
WM icon
106
Waste Management
WM
$91B
$2.5M 0.21%
10,813
+386
+4% +$85.5K
ELV icon
107
Elevance Health
ELV
$85.5B
$2.41M 0.2%
5,545
+98
+2% +$39.3K
HLT icon
108
Hilton Worldwide
HLT
$71.5B
$2.41M 0.2%
10,575
-542
-5% -$135K
OTIS icon
109
Otis Worldwide
OTIS
$28.2B
$2.36M 0.2%
22,829
-182
-0.8% -$17.8K
WFC icon
110
Wells Fargo
WFC
$264B
$2.3M 0.19%
31,992
-1,057
-3% -$79.4K
CME icon
111
CME Group
CME
$94.8B
$2.29M 0.19%
8,619
-606
-7% -$149K
MA icon
112
Mastercard
MA
$493B
$2.28M 0.19%
4,165
-127
-3% -$69.1K
VV icon
113
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.26M 0.19%
8,790
-40
-0.5% -$10.8K
AER icon
114
AerCap
AER
$23.8B
$2.23M 0.19%
21,802
+1,341
+7% +$133K
HON icon
115
Honeywell
HON
$78B
$2.21M 0.18%
11,061
-919
-8% -$186K
FAST icon
116
Fastenal
FAST
$59.5B
$2.19M 0.18%
56,464
+344
+0.6% +$12.9K
BAH icon
117
Booz Allen Hamilton
BAH
$9.15B
$2.16M 0.18%
20,635
-720
-3% -$86.8K
GEV icon
118
GE Vernova
GEV
$264B
$2.1M 0.18%
6,882
-367
-5% -$128K
C icon
119
Citigroup
C
$226B
$2.1M 0.18%
29,523
-1,022
-3% -$77.9K
SCHB icon
120
Schwab US Broad Market ETF
SCHB
$44.9B
$2.09M 0.17%
97,279
+1,772
+2% +$40.3K
BDX icon
121
Becton Dickinson
BDX
$48.2B
$2.06M 0.17%
9,003
+10
+0.1% +$2.32K
GSLC icon
122
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$2.03M 0.17%
18,458
+214
+1% +$24.7K
LOW icon
123
Lowe's Companies
LOW
$125B
$2.03M 0.17%
8,705
-183
-2% -$45K
RSP icon
124
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.97M 0.16%
11,357
+1,700
+18% +$302K
EBAY icon
125
eBay
EBAY
$49.8B
$1.89M 0.16%
27,977
-549
-2% -$36.6K
3 4
5
6 7

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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.