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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
KO icon
151
Coca-Cola
KO
$375B
$1.02M 0.09%
14,309
+610
+4% +$40.7K
GSY icon
152
Invesco Ultra Short Duration ETF
GSY
$3.88B
$981K 0.08%
19,570
+1,410
+8% +$70.7K
WDAY icon
153
Workday
WDAY
$44.4B
$976K 0.08%
4,180
-26
-0.6% -$6.64K
MDYG icon
154
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$972K 0.08%
12,236
+117
+1% +$10.1K
SLYG icon
155
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$943K 0.08%
11,358
-878
-7% -$78.4K
BAC icon
156
Bank of America
BAC
$442B
$879K 0.07%
21,054
+769
+4% +$34.3K
SGOV icon
157
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$876K 0.07%
8,700
+5,500
+172% +$553K
SO icon
158
Southern Company
SO
$107B
$853K 0.07%
9,272
+1,832
+25% +$159K
VOYA icon
159
Voya Financial
VOYA
$9.19B
$851K 0.07%
12,557
– –
CASY icon
160
Casey's General Stores
CASY
$30.9B
$842K 0.07%
1,939
+53
+3% +$21.7K
PYPL icon
161
PayPal
PYPL
$50.5B
$837K 0.07%
12,822
-150
-1% -$11.7K
IGIB icon
162
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$829K 0.07%
15,781
+1,969
+14% +$102K
BMY icon
163
Bristol-Myers Squibb
BMY
$132B
$783K 0.07%
12,835
– –
LECO icon
164
Lincoln Electric
LECO
$15.4B
$769K 0.06%
4,068
– –
XLE icon
165
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$768K 0.06%
16,426
-292
-2% -$13.2K
SHW icon
166
Sherwin-Williams
SHW
$89.8B
$764K 0.06%
2,187
+401
+22% +$141K
CI icon
167
Cigna
CI
$74.6B
$745K 0.06%
2,263
– –
EEM icon
168
iShares MSCI Emerging Markets ETF
EEM
$30B
$741K 0.06%
16,954
-35
-0.2% -$1.52K
ABT icon
169
Abbott
ABT
$187B
$731K 0.06%
5,507
-119
-2% -$15.1K
SUB icon
170
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$726K 0.06%
6,879
+487
+8% +$51.5K
SAP icon
171
SAP
SAP
$238B
$723K 0.06%
2,692
-1,068
-28% -$291K
EUSA icon
172
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$721K 0.06%
7,700
– –
MMM icon
173
3M
MMM
$94.3B
$719K 0.06%
4,898
-40
-0.8% -$5.88K
IWF icon
174
iShares Russell 1000 Growth ETF
IWF
$128B
$715K 0.06%
7,920
-300
-4% -$29.6K
PLTR icon
175
Palantir
PLTR
$413B
$712K 0.06%
8,438
+4,513
+115% +$396K
5 6
7
8 9

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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.