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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
SCHA icon
176
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$708K 0.06%
30,226
-263
-0.9% -$6.7K
AMAT icon
177
Applied Materials
AMAT
$428B
$704K 0.06%
4,850
– –
CHTR icon
178
Charter Communications
CHTR
$18.2B
$700K 0.06%
1,900
-780
-29% -$279K
VNQ icon
179
Vanguard Real Estate ETF
VNQ
$39.1B
$700K 0.06%
7,731
-109
-1% -$9.89K
SCHM icon
180
Schwab US Mid-Cap ETF
SCHM
$15.1B
$695K 0.06%
26,516
+275
+1% +$7.66K
TXN icon
181
Texas Instruments
TXN
$261B
$693K 0.06%
3,855
– –
GILD icon
182
Gilead Sciences
GILD
$165B
$673K 0.06%
6,004
– –
LEN icon
183
Lennar Class A
LEN
$21.2B
$669K 0.06%
+5,829
New +$728K
VUG icon
184
Vanguard Morningstar Growth ETF
VUG
$230B
$666K 0.06%
10,776
+282
+3% +$19K
LBRDK icon
185
Liberty Broadband Class C
LBRDK
$5.15B
$652K 0.05%
7,670
– –
MUNI icon
186
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$643K 0.05%
12,477
+698
+6% +$36.2K
CTSH icon
187
Cognizant
CTSH
$26B
$628K 0.05%
8,212
-200
-2% -$16.3K
VIG icon
188
Vanguard Dividend Appreciation ETF
VIG
$114B
$628K 0.05%
3,238
-142
-4% -$28.2K
HUM icon
189
Humana
HUM
$46.2B
$609K 0.05%
+2,301
New +$622K
LYB icon
190
LyondellBasell Industries
LYB
$19.2B
$607K 0.05%
8,617
-50
-0.6% -$3.76K
WRB icon
191
W.R. Berkley
WRB
$26.6B
$593K 0.05%
8,336
-3,000
-26% -$184K
PIO icon
192
Invesco Global Water ETF
PIO
$283M
$591K 0.05%
14,720
– –
USRT icon
193
iShares Core US REIT ETF
USRT
$4.64B
$576K 0.05%
9,992
+459
+5% +$26.6K
YUMC icon
194
Yum China
YUMC
$16.3B
$573K 0.05%
10,998
-246
-2% -$11.8K
CAT icon
195
Caterpillar
CAT
$387B
$558K 0.05%
1,692
+26
+2% +$9.26K
TSLA icon
196
Tesla
TSLA
$1.3T
$551K 0.05%
2,125
-366
-15% -$122K
SDY icon
197
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$540K 0.05%
3,980
+51
+1% +$6.86K
GLDM icon
198
SPDR Gold MiniShares Trust
GLDM
$29.7B
$538K 0.05%
8,700
+1,750
+25% +$99.4K
GEHC icon
199
GE HealthCare
GEHC
$32.4B
$535K 0.04%
6,625
+125
+2% +$10.7K
EL icon
200
Estee Lauder
EL
$32B
$492K 0.04%
+7,459
New +$540K
6 7
8
9 10

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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.