Rocket


News + Filings
Holdings

YHB Investment Advisors, Inc.

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Walt Disney Co DISCommon45,628-44,5554,073,633,000-4,956,352,0000.380.00 Hist 06/30/2023
BECTON DICKINSON & CO BDXCommon11,029-16,7512,911,766,000-3,964,895,0000.27  Hist 06/30/2023
CVS HEALTH Corp CVSCommon32,833-47,6372,269,740,000-3,709,988,0000.210.00 Hist 06/30/2023
THERMO FISHER SCIENTIFIC INC. TMOCommon50,982-49026,599,615,000-3,067,445,0002.480.01 Hist 06/30/2023
DOLLAR GENERAL CORP DGCOM1,261-10,366214,093,000-2,233,000,0000.020.00 Hist 06/30/2023
SPDR GOLD TRUST GLDCOM16,946-7,8123,020,963,000-1,515,198,0000.28  Hist 06/30/2023
MORGAN STANLEY MSCommon57,504-14,1074,910,842,000-1,376,604,0000.46  Hist 06/30/2023
AbbVie Inc. ABBVCOM38,346-1,8475,166,357,000-1,239,201,0000.480.00 Hist 06/30/2023
NIKE, Inc. NKECommon85,654-1,2329,453,632,000-1,202,067,0000.880.01 Hist 06/30/2023
DANAHER CORP /DE/ DHRCommon88,712-29521,290,923,000-1,142,409,0001.990.01 Hist 06/30/2023
AMGEN INC AMGNCommon46,457-31510,314,474,000-992,636,0000.960.01 Hist 06/30/2023
PayPal Holdings, Inc. PYPLCOM68,443-3,5134,567,201,000-897,138,0000.43  Hist 06/30/2023
SPDR SERIES TRUST ONEKCommon5,221-14,978272,066,000-700,516,0000.03  Hist 06/30/2023
US BANCORP \DE\ USBCommon35,313-12,7311,166,736,000-565,257,0000.110.00 Hist 06/30/2023
iSHARES TRUST SUBCommon5,195-5,110540,488,000-538,239,0000.05  Hist 06/30/2023
PFIZER INC PFECommon76,594-3,3112,809,459,000-450,657,0000.260.00 Hist 06/30/2023
TRUIST FINANCIAL CORP BBTCommon80,861-3,0412,454,125,000-406,934,0000.23  Hist 06/30/2023
ELI LILLY & Co LLYCommon577-1,347270,601,000-390,292,0000.030.00 Hist 06/30/2023
CME GROUP INC. CMECommon25,378-1,0454,702,368,000-358,179,0000.440.01 Hist 06/30/2023
NEXTERA ENERGY INC FPLcommon109,575-5278,130,481,000-356,166,0000.76  Hist 06/30/2023
PAYCHEX INC PAYXCommon52,662-1,2925,891,298,000-291,291,0000.550.01 Hist 06/30/2023
BlackRock Funds III CSJCommon25,541-5,5631,281,392,000-290,604,0000.12  Hist 06/30/2023
AMERICAN TOWER CORP /MA/ AMTCOM7,146-7371,385,895,000-224,917,0000.13  Hist 06/30/2023
iSHARES TRUST ICSHCommon4,054-3,550203,916,000-178,185,0000.02  Hist 06/30/2023
Morningstar, Inc. MORNCommon18,912-1673,708,076,000-165,533,0000.350.04 Hist 06/30/2023
IAC Inc. IACCommon3,603-3,768226,268,000-154,076,0000.020.00 Hist 06/30/2023
BRISTOL MYERS SQUIBB CO BMYCommon26,773-881,712,158,000-149,602,0000.16  Hist 06/30/2023
EBAY INC EBAYCommon49,602-3,4572,216,695,000-137,542,0000.210.01 Hist 06/30/2023
Liberty Broadband Corp LBRDACOM SER A5,789-1,475461,557,000-134,963,0000.040.00 Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDETF148,907-59110,813,610,000-123,690,0001.01  Hist 06/30/2023
SSGA Active Trust SRLNCommon17,040-3,125713,465,000-122,576,0000.07  Hist 06/30/2023
PIMCO ETF Trust SMMUCommon15,015-2,300743,693,000-118,248,0000.07  Hist 06/30/2023
PROLOGIS PLDCommon Stock35,225-2714,319,647,000-109,141,0000.40  Hist 06/30/2023
REGENERON PHARMACEUTICALS, INC. REGNCommon670-37481,422,000-99,499,0000.040.00 Hist 06/30/2023
QUALCOMM INC/DE QCOMCommon2,607-589310,337,000-97,409,0000.03  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy