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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
SGOV icon
176
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$856K 0.06%
8,500
-6,050
-42% -$608K
TSLA icon
177
Tesla
TSLA
$1.3T
$847K 0.06%
1,904
-11
-0.6% -$3.81K
VUG icon
178
Vanguard Morningstar Growth ETF
VUG
$230B
$839K 0.06%
10,500
– –
PYPL icon
179
PayPal
PYPL
$50.5B
$811K 0.06%
12,087
-505
-4% -$35.6K
CAT icon
180
Caterpillar
CAT
$387B
$809K 0.06%
1,695
+1
+0.1% +$427
EUSA icon
181
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$793K 0.06%
7,700
– –
SCHM icon
182
Schwab US Mid-Cap ETF
SCHM
$15.1B
$779K 0.06%
26,287
-181
-0.7% -$5.27K
HUM icon
183
Humana
HUM
$46.2B
$774K 0.06%
2,974
– –
MMM icon
184
3M
MMM
$94.3B
$760K 0.06%
4,898
– –
SO icon
185
Southern Company
SO
$107B
$756K 0.06%
7,974
-1,494
-16% -$139K
MRK icon
186
Merck
MRK
$318B
$719K 0.05%
8,563
-20
-0.2% -$1.65K
ABT icon
187
Abbott
ABT
$187B
$693K 0.05%
5,176
-265
-5% -$34.8K
TXN icon
188
Texas Instruments
TXN
$261B
$683K 0.05%
3,720
– –
SAP icon
189
SAP
SAP
$238B
$671K 0.05%
2,513
– –
VIG icon
190
Vanguard Dividend Appreciation ETF
VIG
$114B
$665K 0.05%
3,083
-155
-5% -$32.5K
PIO icon
191
Invesco Global Water ETF
PIO
$283M
$661K 0.05%
14,720
– –
SUB icon
192
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$658K 0.05%
6,165
-880
-12% -$94K
SCHA icon
193
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$657K 0.05%
23,556
-8,893
-27% -$238K
GILD icon
194
Gilead Sciences
GILD
$165B
$655K 0.05%
5,904
– –
WRB icon
195
W.R. Berkley
WRB
$26.6B
$633K 0.05%
8,261
-75
-0.9% -$5.34K
VNQ icon
196
Vanguard Real Estate ETF
VNQ
$39.1B
$604K 0.04%
6,607
-100
-1% -$9.07K
EL icon
197
Estee Lauder
EL
$32B
$597K 0.04%
6,772
-637
-9% -$56.7K
USRT icon
198
iShares Core US REIT ETF
USRT
$4.64B
$582K 0.04%
9,908
-124
-1% -$7.12K
VEU icon
199
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$579K 0.04%
8,110
+2
+0% +$138
XLF icon
200
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$564K 0.04%
10,461
+826
+9% +$43.8K
6 7
8
9 10

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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.