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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
AAPL icon
1
Apple
AAPL
$4.9T
$77.5M 6.47%
348,745
-4,733
-1% -$1.1M
MSFT icon
2
Microsoft
MSFT
$3.35T
$56.9M 4.76%
151,647
+201
+0.1% +$81.9K
AMZN icon
3
Amazon
AMZN
$2.53T
$41.2M 3.44%
216,571
-4,366
-2% -$947K
COST icon
4
Costco
COST
$423B
$40.8M 3.41%
43,109
-326
-0.8% -$318K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.1T
$40.6M 3.39%
76,170
+762
+1% +$370K
V icon
6
Visa
V
$673B
$29.1M 2.43%
82,907
-1,721
-2% -$582K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$27.3M 2.28%
468,500
+2,689
+0.6% +$167K
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.08T
$24.9M 2.08%
160,848
-5,894
-4% -$1.07M
NVDA icon
9
NVIDIA
NVDA
$4.72T
$24.9M 2.08%
229,445
+4,459
+2% +$565K
TMO icon
10
Thermo Fisher Scientific
TMO
$214B
$23.2M 1.94%
46,583
+133
+0.3% +$72K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.08T
$22.7M 1.9%
145,397
-3,622
-2% -$663K
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$110B
$21.6M 1.8%
206,591
+185
+0.1% +$20.9K
ECL icon
13
Ecolab
ECL
$78.6B
$19.3M 1.61%
76,191
+410
+0.5% +$103K
SYK icon
14
Stryker
SYK
$133B
$17.7M 1.48%
47,531
+234
+0.5% +$89K
DHR icon
15
Danaher
DHR
$138B
$16.8M 1.4%
81,727
+565
+0.7% +$123K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$16.2M 1.35%
28,932
-1,433
-5% -$842K
UNH icon
17
UnitedHealth
UNH
$383B
$15.6M 1.3%
29,699
-1,303
-4% -$666K
HD icon
18
Home Depot
HD
$332B
$14.1M 1.18%
38,388
+33
+0.1% +$12.9K
AMGN icon
19
Amgen
AMGN
$209B
$13.6M 1.13%
43,570
+56
+0.1% +$16.5K
INTU icon
20
Intuit
INTU
$86.3B
$12.6M 1.05%
20,512
+261
+1% +$157K
IWB icon
21
iShares Russell 1000 ETF
IWB
$47.9B
$12.5M 1.05%
40,870
+832
+2% +$269K
SCHG icon
22
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$12.4M 1.04%
496,108
+11,571
+2% +$317K
URI icon
23
United Rentals
URI
$66.5B
$12.3M 1.03%
19,641
+699
+4% +$481K
PEP icon
24
PepsiCo
PEP
$191B
$12.3M 1.02%
81,836
-27
-0% -$4.02K
JPM icon
25
JPMorgan Chase
JPM
$933B
$11.9M 0.99%
48,314
+459
+1% +$117K
1
2 3 4 5

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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.