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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
IGIB icon
151
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$1.14M 0.08%
21,134
+3,355
+19% +$179K
FLRN icon
152
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$1.11M 0.08%
35,820
-2,065
-5% -$63.6K
ICSH icon
153
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$1.09M 0.08%
21,527
+15,800
+276% +$800K
BAH icon
154
Booz Allen Hamilton
BAH
$9.15B
$1.07M 0.08%
10,752
-7,886
-42% -$843K
SPSB icon
155
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.07M 0.08%
35,343
-2,973
-8% -$89.7K
BAC icon
156
Bank of America
BAC
$442B
$1.06M 0.08%
20,552
+361
+2% +$17.6K
BDX icon
157
Becton Dickinson
BDX
$48.2B
$1.05M 0.08%
5,589
-2,629
-32% -$488K
BX icon
158
Blackstone
BX
$110B
$1.04M 0.08%
6,084
+663
+12% +$114K
GLDM icon
159
SPDR Gold MiniShares Trust
GLDM
$29.7B
$1.04M 0.08%
13,585
+4,284
+46% +$294K
SHW icon
160
Sherwin-Williams
SHW
$89.8B
$1.01M 0.07%
2,904
+250
+9% +$88.1K
XLE icon
161
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1M 0.07%
22,480
-1,340
-6% -$58.7K
KO icon
162
Coca-Cola
KO
$375B
$996K 0.07%
15,019
-255
-2% -$17.6K
IWF icon
163
iShares Russell 1000 Growth ETF
IWF
$128B
$992K 0.07%
8,468
+400
+5% +$44.5K
SLYG icon
164
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$991K 0.07%
10,507
-885
-8% -$81.4K
CL icon
165
Colgate-Palmolive
CL
$74.4B
$960K 0.07%
12,009
-1,170
-9% -$99.8K
LECO icon
166
Lincoln Electric
LECO
$15.4B
$958K 0.07%
4,062
– –
MDYG icon
167
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$951K 0.07%
10,383
-2,403
-19% -$216K
AMAT icon
168
Applied Materials
AMAT
$428B
$943K 0.07%
4,604
+26
+0.6% +$4.72K
VOYA icon
169
Voya Financial
VOYA
$9.19B
$939K 0.07%
12,557
– –
PWR icon
170
Quanta Services
PWR
$101B
$932K 0.07%
2,250
+331
+17% +$129K
MUNI icon
171
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$915K 0.07%
17,508
+3,093
+21% +$159K
EEM icon
172
iShares MSCI Emerging Markets ETF
EEM
$30B
$914K 0.07%
17,115
-277
-2% -$13.9K
JGRO icon
173
JPMorgan Active Growth ETF
JGRO
$10B
$898K 0.07%
9,579
+5,297
+124% +$473K
RSP icon
174
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$892K 0.07%
4,704
-13,440
-74% -$2.5M
LEN icon
175
Lennar Class A
LEN
$21.2B
$882K 0.06%
7,000
– –
5 6
7
8 9

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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.