YHB Investment Advisors, Inc. [Rocket]

Holdings

YHB Investment Advisors, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
AMAZON COM INC	AMZN	Common	246,229	2,393	32,098,412,000	6,912,592,000	2.99		Hist	06/30/2023
Zoetis Inc.	ZTS	COM	58,103	29,214	9,839,185,000	5,030,881,000	0.92	0.01	Hist	06/30/2023
Palo Alto Networks Inc	PANW	COM	15,451	14,297	3,947,885,000	3,717,385,000	0.37	0.01	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	23,597	511	9,982,104,000	3,569,456,000	0.93	0.00	Hist	06/30/2023
Yum China Holdings, Inc.	YUMC	Common	120,993	60,547	7,252,608,000	3,420,917,000	0.68	0.03	Hist	06/30/2023
GREAT WEST LIFE ASSURANCE CO /CAN/	GWL	Common	117,957	83,993	3,838,325,000	2,747,389,000	0.36		Hist	06/30/2023
iSHARES TRUST	IWB	Common	26,751	8,089	6,520,289,000	2,317,047,000	0.61		Hist	06/30/2023
GLOBAL MOAT FUND, LP	MOAT	ETF	43,001	25,188	3,431,050,000	2,115,916,000	0.32		Hist	06/30/2023
ECOLAB INC.	ECL	Common	84,706	217	15,813,709,000	1,828,244,000	1.48	0.03	Hist	06/30/2023
ServiceNow, Inc.	NOW	COM	3,788	3,099	2,128,742,000	1,808,550,000	0.20		Hist	06/30/2023
Salesforce, Inc.	CRM	Common	15,307	7,671	3,233,757,000	1,708,237,000	0.30		Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	14,776	61	9,498,956,000	1,698,479,000	0.89	0.01	Hist	06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Common	21,867	16,384	2,206,818,000	1,696,789,000	0.21		Hist	06/30/2023
SPDR INDEX SHS FDS	SPEM	ETF	62,870	43,270	2,161,480,000	1,492,530,000	0.20		Hist	06/30/2023
ALIGN TECHNOLOGY INC	ALGN	Common	8,621	3,191	3,048,730,000	1,234,350,000	0.28		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	100,876	663	7,560,661,000	1,029,805,000	0.71		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	172,963	4,950	17,235,798,000	988,913,000	1.61		Hist	06/30/2023
iSHARES TRUST	IJH	Common	75,485	362	19,737,801,000	944,945,000	1.84		Hist	06/30/2023
Shell plc	SHEL	ADR	65,908	13,000	3,979,525,000	935,199,000	0.37		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	127,075	270	8,956,236,000	854,647,000	0.84		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	89,549	10,822	6,044,558,000	781,658,000	0.56		Hist	06/30/2023
Woodward, Inc.	WWD	Common	35,008	278	4,162,783,000	781,123,000	0.39	0.06	Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	41,322	156	12,836,407,000	687,449,000	1.20	0.00	Hist	06/30/2023
iSHARES TRUST	IVV	Common	17,168	199	7,651,949,000	676,332,000	0.71		Hist	06/30/2023
CONOCOPHILLIPS	COP	Common	19,782	5,213	2,049,613,000	604,223,000	0.19	0.00	Hist	06/30/2023
CARLISLE COMPANIES INC	CSL	Common	17,913	102	4,595,255,000	568,813,000	0.43	0.04	Hist	06/30/2023
PIMCO ETF Trust	MINT	Common	82,201	5,285	8,200,345,000	566,445,000	0.76		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	34,995	534	16,819,997,000	534,218,000	1.57	0.00	Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	26,789	931	3,896,182,000	526,666,000	0.36		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	WFC	Common	79,539	2,784	3,394,725,000	525,623,000	0.32	0.00	Hist	06/30/2023
INTUIT INC.	INTU	Common	26,185	298	11,997,663,000	456,623,000	1.12	0.01	Hist	06/30/2023
iSHARES TRUST	IVE	Common	39,960	136	6,441,210,000	397,499,000	0.60		Hist	06/30/2023
CAPITAL ONE FINANCIAL CORP	COF	Common	23,182	721	2,535,415,000	375,565,000	0.24	0.01	Hist	06/30/2023
ILLINOIS TOOL WORKS INC	ITW	Common	8,690	1,278	2,173,900,000	369,468,000	0.20		Hist	06/30/2023
iSHARES TRUST	EEMV	Common	19,913	6,549	1,094,817,000	365,544,000	0.10		Hist	06/30/2023
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