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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
VCSH icon
126
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.85M 0.15%
23,467
-1,170
-5% -$91.7K
ALC icon
127
Alcon
ALC
$35B
$1.85M 0.15%
19,584
+210
+1% +$18.8K
COP icon
128
ConocoPhillips
COP
$141B
$1.78M 0.15%
16,943
-112
-0.7% -$11.2K
NKE icon
129
Nike
NKE
$61.9B
$1.77M 0.15%
27,878
-9,080
-25% -$668K
SMMU icon
130
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$1.73M 0.14%
34,660
+5,200
+18% +$260K
VLTO icon
131
Veralto
VLTO
$24B
$1.73M 0.14%
17,753
-515
-3% -$51.4K
ITW icon
132
Illinois Tool Works
ITW
$84.5B
$1.65M 0.14%
6,642
-326
-5% -$83.8K
PSX icon
133
Phillips 66
PSX
$81.4B
$1.63M 0.14%
13,165
+273
+2% +$33.6K
AXP icon
134
American Express
AXP
$230B
$1.61M 0.13%
5,967
+6
+0.1% +$1.77K
PBE icon
135
Invesco Biotechnology & Genome ETF
PBE
$353M
$1.55M 0.13%
24,506
– –
PFE icon
136
Pfizer
PFE
$153B
$1.53M 0.13%
60,506
-51
-0.1% -$1.33K
APO icon
137
Apollo Global Management
APO
$73.4B
$1.46M 0.12%
10,682
+2,473
+30% +$380K
CSCO icon
138
Cisco
CSCO
$479B
$1.44M 0.12%
23,373
+310
+1% +$19.1K
IUSG icon
139
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.36M 0.11%
10,697
+120
+1% +$16.6K
QUAL icon
140
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$1.34M 0.11%
7,822
+3,013
+63% +$539K
ADP icon
141
Automatic Data Processing
ADP
$108B
$1.34M 0.11%
4,372
+13
+0.3% +$3.92K
CL icon
142
Colgate-Palmolive
CL
$74.4B
$1.25M 0.1%
13,324
-265
-2% -$23.7K
TDG icon
143
TransDigm Group
TDG
$67.7B
$1.25M 0.1%
902
+4
+0.4% +$5.33K
FLRN icon
144
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$1.18M 0.1%
38,435
-920
-2% -$28.3K
IBM icon
145
IBM
IBM
$224B
$1.17M 0.1%
4,705
+156
+3% +$38.2K
KVUE icon
146
Kenvue
KVUE
$36.9B
$1.14M 0.1%
47,684
-2,556
-5% -$56.6K
IJK icon
147
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.12M 0.09%
13,437
-400
-3% -$36K
SPSB icon
148
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.11M 0.09%
36,767
+12,254
+50% +$367K
MRK icon
149
Merck
MRK
$318B
$1.1M 0.09%
12,261
-1,035
-8% -$96.6K
ACWI icon
150
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.07M 0.09%
9,200
-3,700
-29% -$443K
4 5
6
7 8

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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.