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
Apple Inc.	AAPL	Common	398,730	-6,603	77,341,703,000	10,502,293,000	7.21		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	170,808	-5,610	58,166,998,000	7,305,648,000	5.43	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	246,229	2,393	32,098,412,000	6,912,592,000	2.99		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	79,186	-743	27,002,426,000	2,322,749,000	2.52	0.01	Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	49,487	-304	26,642,707,000	1,903,262,000	2.49		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
Alphabet Inc.	GOOG	COM	182,268	-2,459	22,048,960,000	2,837,352,000	2.06		Hist	06/30/2023
VISA INC.	V	CL A	92,614	-952	21,993,941,000	898,631,000	2.05		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	180,338	-1,022	21,586,459,000	2,773,986,000	2.01		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
iSHARES TRUST	IJH	Common	75,485	362	19,737,801,000	944,945,000	1.84		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
UNITEDHEALTH GROUP INC	UNH	Common	34,995	534	16,819,997,000	534,218,000	1.57	0.00	Hist	06/30/2023
PEPSICO INC	PEP	Common	86,894	-827	16,094,492,000	102,940,000	1.50		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
STRYKER CORP	SYK	Common	51,663	-413	15,761,872,000	895,820,000	1.47		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	30,055	-721	13,322,595,000	723,380,000	1.24		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
Aon plc	AON	Common Stock	35,510	0	12,258,052,000	1,062,104,000	1.14		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
MCDONALDS CORP	MCD	Common	37,475	-418	11,182,912,000	587,613,000	1.04	0.01	Hist	06/30/2023
UNITED RENTALS, INC.	URI	Common	24,532	-269	10,925,817,000	1,110,573,000	1.02	0.04	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	65,845	-154	10,898,698,000	668,913,000	1.02		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
AMGEN INC	AMGN	Common	46,457	-315	10,314,474,000	-992,636,000	0.96	0.01	Hist	06/30/2023
INTUITIVE SURGICAL INC	ISRG	Common	29,255	-113	10,003,455,000	2,500,812,000	0.93		Hist	06/30/2023
ORACLE CORP	ORCL	Common	83,983	-2,298	10,001,535,000	1,984,267,000	0.93	0.00	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
Zoetis Inc.	ZTS	COM	58,103	29,214	9,839,185,000	5,030,881,000	0.92	0.01	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
NIKE, Inc.	NKE	Common	85,654	-1,232	9,453,632,000	-1,202,067,000	0.88	0.01	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
UNION PACIFIC CORP	UNP	Common	41,101	-259	8,410,087,000	85,973,000	0.78	0.01	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
NEXTERA ENERGY INC	FPL	common	109,575	-527	8,130,481,000	-356,166,000	0.76		Hist	06/30/2023
<< Prev Next >>