News + Filings Holdings
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YHB Investment Advisors, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Walt Disney Co
| DIS | Common | 45,628 | -44,555 | 4,073,633,000 | -4,956,352,000 | 0.38 | 0.00 |
Hist
| 06/30/2023 |
BECTON DICKINSON & CO
| BDX | Common | 11,029 | -16,751 | 2,911,766,000 | -3,964,895,000 | 0.27 | |
Hist
| 06/30/2023 |
CVS HEALTH Corp
| CVS | Common | 32,833 | -47,637 | 2,269,740,000 | -3,709,988,000 | 0.21 | 0.00 |
Hist
| 06/30/2023 |
THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 50,982 | -490 | 26,599,615,000 | -3,067,445,000 | 2.48 | 0.01 |
Hist
| 06/30/2023 |
DOLLAR GENERAL CORP
| DG | COM | 1,261 | -10,366 | 214,093,000 | -2,233,000,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
SPDR GOLD TRUST
| GLD | COM | 16,946 | -7,812 | 3,020,963,000 | -1,515,198,000 | 0.28 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| MS | Common | 57,504 | -14,107 | 4,910,842,000 | -1,376,604,000 | 0.46 | |
Hist
| 06/30/2023 |
AbbVie Inc.
| ABBV | COM | 38,346 | -1,847 | 5,166,357,000 | -1,239,201,000 | 0.48 | 0.00 |
Hist
| 06/30/2023 |
NIKE, Inc.
| NKE | Common | 85,654 | -1,232 | 9,453,632,000 | -1,202,067,000 | 0.88 | 0.01 |
Hist
| 06/30/2023 |
DANAHER CORP /DE/
| DHR | Common | 88,712 | -295 | 21,290,923,000 | -1,142,409,000 | 1.99 | 0.01 |
Hist
| 06/30/2023 |
AMGEN INC
| AMGN | Common | 46,457 | -315 | 10,314,474,000 | -992,636,000 | 0.96 | 0.01 |
Hist
| 06/30/2023 |
PayPal Holdings, Inc.
| PYPL | COM | 68,443 | -3,513 | 4,567,201,000 | -897,138,000 | 0.43 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| ONEK | Common | 5,221 | -14,978 | 272,066,000 | -700,516,000 | 0.03 | |
Hist
| 06/30/2023 |
US BANCORP \DE\
| USB | Common | 35,313 | -12,731 | 1,166,736,000 | -565,257,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| SUB | Common | 5,195 | -5,110 | 540,488,000 | -538,239,000 | 0.05 | |
Hist
| 06/30/2023 |
PFIZER INC
| PFE | Common | 76,594 | -3,311 | 2,809,459,000 | -450,657,000 | 0.26 | 0.00 |
Hist
| 06/30/2023 |
TRUIST FINANCIAL CORP
| BBT | Common | 80,861 | -3,041 | 2,454,125,000 | -406,934,000 | 0.23 | |
Hist
| 06/30/2023 |
ELI LILLY & Co
| LLY | Common | 577 | -1,347 | 270,601,000 | -390,292,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
CME GROUP INC.
| CME | Common | 25,378 | -1,045 | 4,702,368,000 | -358,179,000 | 0.44 | 0.01 |
Hist
| 06/30/2023 |
NEXTERA ENERGY INC
| FPL | common | 109,575 | -527 | 8,130,481,000 | -356,166,000 | 0.76 | |
Hist
| 06/30/2023 |
PAYCHEX INC
| PAYX | Common | 52,662 | -1,292 | 5,891,298,000 | -291,291,000 | 0.55 | 0.01 |
Hist
| 06/30/2023 |
BlackRock Funds III
| CSJ | Common | 25,541 | -5,563 | 1,281,392,000 | -290,604,000 | 0.12 | |
Hist
| 06/30/2023 |
AMERICAN TOWER CORP /MA/
| AMT | COM | 7,146 | -737 | 1,385,895,000 | -224,917,000 | 0.13 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ICSH | Common | 4,054 | -3,550 | 203,916,000 | -178,185,000 | 0.02 | |
Hist
| 06/30/2023 |
Morningstar, Inc.
| MORN | Common | 18,912 | -167 | 3,708,076,000 | -165,533,000 | 0.35 | 0.04 |
Hist
| 06/30/2023 |
IAC Inc.
| IAC | Common | 3,603 | -3,768 | 226,268,000 | -154,076,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
BRISTOL MYERS SQUIBB CO
| BMY | Common | 26,773 | -88 | 1,712,158,000 | -149,602,000 | 0.16 | |
Hist
| 06/30/2023 |
EBAY INC
| EBAY | Common | 49,602 | -3,457 | 2,216,695,000 | -137,542,000 | 0.21 | 0.01 |
Hist
| 06/30/2023 |
Liberty Broadband Corp
| LBRDA | COM SER A | 5,789 | -1,475 | 461,557,000 | -134,963,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | ETF | 148,907 | -591 | 10,813,610,000 | -123,690,000 | 1.01 | |
Hist
| 06/30/2023 |
SSGA Active Trust
| SRLN | Common | 17,040 | -3,125 | 713,465,000 | -122,576,000 | 0.07 | |
Hist
| 06/30/2023 |
PIMCO ETF Trust
| SMMU | Common | 15,015 | -2,300 | 743,693,000 | -118,248,000 | 0.07 | |
Hist
| 06/30/2023 |
PROLOGIS
| PLD | Common Stock | 35,225 | -271 | 4,319,647,000 | -109,141,000 | 0.40 | |
Hist
| 06/30/2023 |
REGENERON PHARMACEUTICALS, INC.
| REGN | Common | 670 | -37 | 481,422,000 | -99,499,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
QUALCOMM INC/DE
| QCOM | Common | 2,607 | -589 | 310,337,000 | -97,409,000 | 0.03 | |
Hist
| 06/30/2023 |
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