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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
VNQ icon
201
Vanguard Real Estate ETF
VNQ
$39B
$597K 0.05%
6,707
-1,024
-13% -$90.3K
BMY icon
202
Bristol-Myers Squibb
BMY
$132B
$594K 0.05%
12,835
– –
USRT icon
203
iShares Core US REIT ETF
USRT
$4.63B
$567K 0.04%
10,032
+40
+0.4% +$2.24K
VEU icon
204
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$545K 0.04%
8,108
-2
-0% -$127
SDY icon
205
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$525K 0.04%
3,870
-110
-3% -$14.6K
EFA icon
206
iShares MSCI EAFE ETF
EFA
$80.2B
$512K 0.04%
5,726
+224
+4% +$19.1K
LBRDA icon
207
Liberty Broadband Class A
LBRDA
$5.16B
$510K 0.04%
5,210
– –
IWD icon
208
iShares Russell 1000 Value ETF
IWD
$83.7B
$507K 0.04%
2,610
+63
+2% +$11.7K
XLF icon
209
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$505K 0.04%
9,635
-15
-0.2% -$742
XLP icon
210
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$504K 0.04%
+6,229
New +$505K
LYB icon
211
LyondellBasell Industries
LYB
$19.2B
$499K 0.04%
8,617
– –
NBSD
212
Neuberger Short Duration Income ETF
NBSD
$1.21B
$492K 0.04%
+9,664
New +$491K
GEHC icon
213
GE HealthCare
GEHC
$32.4B
$490K 0.04%
6,613
-12
-0.2% -$835
DE icon
214
Deere & Co
DE
$168B
$481K 0.04%
946
– –
YUMC icon
215
Yum China
YUMC
$16.3B
$481K 0.04%
10,748
-250
-2% -$11.2K
NVS icon
216
Novartis
NVS
$297B
$477K 0.04%
3,943
-150
-4% -$16.9K
ADBE icon
217
Adobe
ADBE
$105B
$458K 0.04%
1,185
– –
SPYV icon
218
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$449K 0.03%
+8,581
New +$429K
MCK icon
219
McKesson
MCK
$101B
$441K 0.03%
602
– –
NSC icon
220
Norfolk Southern
NSC
$75.1B
$440K 0.03%
1,719
– –
ALGN icon
221
Align Technology
ALGN
$12.3B
$435K 0.03%
2,297
-610
-21% -$108K
CVS icon
222
CVS Health
CVS
$122B
$432K 0.03%
6,260
-700
-10% -$45.9K
EQIX icon
223
Equinix
EQIX
$103B
$424K 0.03%
533
-46
-8% -$39K
EMR icon
224
Emerson Electric
EMR
$88.3B
$420K 0.03%
3,153
-10
-0.3% -$1.15K
SBUX icon
225
Starbucks
SBUX
$120B
$420K 0.03%
4,582
-411
-8% -$35.6K
7 8
9
10 11

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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.