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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
+10.1%
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
$1.3B
AUM Growth
+$98.2M
Cap. Flow
+$8.22M
Cap. Flow %
0.63%
Top 10 Hldgs %
32.34%
Holding
305
New
15
Increased
115
Reduced
121
Closed
6

Top Buys

Rank Stock Value
1
WELL icon
Welltower
WELL
+$1.81M
2
NFLX icon
Netflix
NFLX
+$1.72M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.17M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$3.96M
2
ACN icon
Accenture
ACN
+$2.19M
3
AAPL icon
Apple
AAPL
+$1.08M
4
FTV icon
Fortive
FTV
+$744K
5
COST icon
Costco
COST
+$700K

Sector Composition

Rank Sector Weight
1 Technology 23.14%
2 Financials 10.45%
3 Healthcare 9.56%
4 Consumer Discretionary 8.49%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEN icon
176
Lennar Class A
LEN
$21.2B
$774K 0.06%
7,000
+1,171
+20% +$127K
TXN icon
177
Texas Instruments
TXN
$261B
$772K 0.06%
3,720
-135
-4% -$24K
VUG icon
178
Vanguard Morningstar Growth ETF
VUG
$230B
$767K 0.06%
10,500
-276
-3% -$18.2K
SAP icon
179
SAP
SAP
$238B
$764K 0.06%
2,513
-179
-7% -$51.3K
EUSA icon
180
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$763K 0.06%
7,700
– –
LBRDK icon
181
Liberty Broadband Class C
LBRDK
$5.15B
$755K 0.06%
7,670
– –
SUB icon
182
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$749K 0.06%
7,045
+166
+2% +$17.5K
MMM icon
183
3M
MMM
$94.3B
$746K 0.06%
4,898
– –
SCHM icon
184
Schwab US Mid-Cap ETF
SCHM
$15.1B
$742K 0.06%
26,468
-48
-0.2% -$1.27K
MUNI icon
185
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$740K 0.06%
14,415
+1,938
+16% +$98.9K
ABT icon
186
Abbott
ABT
$187B
$740K 0.06%
5,441
-66
-1% -$8.7K
HUM icon
187
Humana
HUM
$46.2B
$727K 0.06%
2,974
+673
+29% +$168K
PWR icon
188
Quanta Services
PWR
$101B
$726K 0.06%
1,919
+38
+2% +$12.2K
ACN icon
189
Accenture
ACN
$108B
$704K 0.05%
2,356
-7,191
-75% -$2.19M
MRK icon
190
Merck
MRK
$318B
$679K 0.05%
8,583
-3,678
-30% -$292K
VIG icon
191
Vanguard Dividend Appreciation ETF
VIG
$114B
$663K 0.05%
3,238
– –
CAT icon
192
Caterpillar
CAT
$387B
$658K 0.05%
1,694
+2
+0.1% +$667
PIO icon
193
Invesco Global Water ETF
PIO
$283M
$657K 0.05%
14,720
– –
GILD icon
194
Gilead Sciences
GILD
$165B
$655K 0.05%
5,904
-100
-2% -$10.6K
CTSH icon
195
Cognizant
CTSH
$26B
$641K 0.05%
8,212
– –
WRB icon
196
W.R. Berkley
WRB
$26.6B
$612K 0.05%
8,336
– –
GLDM icon
197
SPDR Gold MiniShares Trust
GLDM
$29.7B
$609K 0.05%
9,301
+601
+7% +$39.1K
TSLA icon
198
Tesla
TSLA
$1.3T
$608K 0.05%
1,915
-210
-10% -$63.3K
BKNG icon
199
Booking.com
BKNG
$161B
$608K 0.05%
2,625
– –
EL icon
200
Estee Lauder
EL
$32B
$599K 0.05%
7,409
-50
-0.7% -$3.22K
6 7
8
9 10

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YHB Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, YHB Investment Advisors held 305 positions worth $1.3B, up 8.2% from $1.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q2 2025 filing shows 15 new, 115 increased, 121 reduced and 6 closed positions. Its largest new stake was ASML: 1,231 shares worth $987K. The largest sale was PepsiCo, an estimated $3.96M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • YHB Investment Advisors's largest Q2 2025 buy was ASML: 1,231 shares worth $987K.
  • YHB Investment Advisors added most to Welltower in Q2 2025, an estimated $1.81M increase.
  • YHB Investment Advisors's biggest Q2 2025 reduction was PepsiCo, cutting an estimated $3.96M.
  • YHB Investment Advisors fully exited Essential Utilities in Q2 2025, selling an estimated $244K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.3B portfolio in Q2 2025.
  • YHB Investment Advisors opened 15 new positions and closed 6 in Q2 2025.
  • YHB Investment Advisors's portfolio value rose 8.2% quarter-over-quarter to $1.3B.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.