13F HOLDINGS REPORT

YHB Investment Advisors, Inc.

Quarter ended Q3 2024 · Filed October 22, 2024 · Accession 0001469219-24-000006

Total Value

$1.21B

Positions

280

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (280)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	357,094	$83.2M	6.89%
2	MICROSOFT CORP	MSFT	148,706	$64.0M	5.30%
3	AMAZON COM INC	AMZN	220,177	$41.0M	3.40%
4	COSTCO WHSL CORP NEW	22160K105	44,480	$39.4M	3.27%
5	BERKSHIRE HATHAWAY INC DEL	BRK-A	75,108	$34.6M	2.86%
6	ISHARES TR	464287507	461,544	$28.8M	2.38%
7	THERMO FISHER SCIENTIFIC INC	TMO	46,250	$28.6M	2.37%
8	NVIDIA CORPORATION	NVDA	229,781	$27.9M	2.31%
9	ALPHABET INC	GOOG	164,158	$27.2M	2.25%
10	ALPHABET INC	GOOG	147,196	$24.6M	2.04%
11	ISHARES TR	464287804	202,430	$23.7M	1.96%
12	VISA INC	V	84,865	$23.3M	1.93%
13	DANAHER CORPORATION	235851102	81,910	$22.8M	1.89%
14	ECOLAB INC	ECL	75,367	$19.2M	1.59%
15	UNITEDHEALTH GROUP INC	UNH	30,824	$18.0M	1.49%
16	STRYKER CORPORATION	SYK	47,201	$17.1M	1.41%
17	SPDR S&P 500 ETF TR	SPY	29,299	$16.8M	1.39%
18	HOME DEPOT INC	HD	38,274	$15.5M	1.28%
19	UNITED RENTALS INC	URI	19,082	$15.5M	1.28%
20	AMGEN INC	AMGN	42,913	$13.8M	1.15%
21	PEPSICO INC	PEP	81,237	$13.8M	1.14%
22	SCHWAB STRATEGIC TR	808524300	126,624	$13.2M	1.09%
23	ISHARES TR	464287622	41,018	$12.9M	1.07%
24	INTUIT	INTU	20,392	$12.7M	1.05%
25	ORACLE CORP	ORCL-PD	72,981	$12.4M	1.03%
26	INTUITIVE SURGICAL INC	ISRG	21,996	$10.8M	0.89%
27	ISHARES TR	464287200	18,577	$10.7M	0.89%
28	MCDONALDS CORP	MCD	34,451	$10.5M	0.87%
29	ISHARES TR	464287309	107,653	$10.3M	0.85%
30	SCHWAB STRATEGIC TR	808524797	114,727	$9.7M	0.80%
31	TJX COS INC NEW	872540109	80,088	$9.4M	0.78%
32	AMPHENOL CORP NEW	032095101	141,432	$9.2M	0.76%
33	JPMORGAN CHASE & CO.	VYLD	43,176	$9.1M	0.75%
34	AON PLC	AON	26,091	$9.0M	0.75%
35	UNION PAC CORP	UNP	36,280	$8.9M	0.74%
36	NEXTERA ENERGY INC	NEE-PW	102,797	$8.7M	0.72%
37	2023 ETF SERIES TRUST	88339Y102	312,008	$8.5M	0.71%
38	CARLISLE COS INC	142339100	18,211	$8.2M	0.68%
39	VANGUARD INDEX FDS	922908363	15,383	$8.1M	0.67%
40	META PLATFORMS INC	META	13,810	$7.9M	0.65%
41	PIMCO ETF TR	72201R833	76,927	$7.7M	0.64%
42	ISHARES TR	46432F842	93,342	$7.3M	0.60%
43	WALMART INC	WMT	85,749	$6.9M	0.57%
44	ISHARES TR	464287408	34,966	$6.9M	0.57%
45	ABBVIE INC	ABBV	33,334	$6.6M	0.55%
46	TAIWAN SEMICONDUCTOR MFG LTD	874039100	37,671	$6.5M	0.54%
47	PROCTER AND GAMBLE CO	742718109	36,960	$6.4M	0.53%
48	PALO ALTO NETWORKS INC	PANW	18,387	$6.3M	0.52%
49	RTX CORPORATION	RTX	47,314	$5.7M	0.47%
50	ZOETIS INC	ZTS	28,925	$5.7M	0.47%
51	VANECK ETF TRUST	92189F643	57,924	$5.6M	0.47%
52	AFLAC INC	AFL	49,095	$5.5M	0.45%
53	J P MORGAN EXCHANGE TRADED F	46641Q837	107,763	$5.5M	0.45%
54	CUMMINS INC	CMI	16,818	$5.4M	0.45%
55	ISHARES TR	464287655	24,306	$5.4M	0.44%
56	YUM BRANDS INC	YUM	37,776	$5.3M	0.44%
57	SALESFORCE INC	CRM	19,233	$5.3M	0.44%
58	WOODWARD INC	WWD	30,169	$5.2M	0.43%
59	SPDR INDEX SHS FDS	78463X889	136,475	$5.1M	0.42%
60	GOLDMAN SACHS GROUP INC	GSCE	10,184	$5.0M	0.42%
61	CHURCH & DWIGHT CO INC	CHD	47,312	$5.0M	0.41%
62	EATON CORP PLC	ETN	14,859	$4.9M	0.41%
63	JOHNSON & JOHNSON	JNJ	30,306	$4.9M	0.41%
64	FORTINET INC	FTNT	62,648	$4.9M	0.40%
65	LINDE PLC	LIN	10,107	$4.8M	0.40%
66	ELI LILLY & CO	LLY	5,392	$4.8M	0.40%
67	T-MOBILE US INC	TMUSZ	22,411	$4.6M	0.38%
68	CHEVRON CORP NEW	CVX	31,345	$4.6M	0.38%
69	ISHARES INC	46434G103	78,428	$4.5M	0.37%
70	PAYCHEX INC	PAYX	33,339	$4.5M	0.37%
71	SERVICENOW INC	NOW	4,858	$4.3M	0.36%
72	GE AEROSPACE	369604301	22,533	$4.2M	0.35%
73	SHELL PLC	RYDAF	64,385	$4.2M	0.35%
74	MORNINGSTAR INC	MORN	12,965	$4.1M	0.34%
75	GRAINGER W W INC	384802104	3,856	$4.0M	0.33%
76	MARRIOTT INTL INC NEW	571903202	16,011	$4.0M	0.33%
77	NETFLIX INC	NFLX	5,568	$3.9M	0.33%
78	SPDR GOLD TR	GLD	15,945	$3.9M	0.32%
79	EXXON MOBIL CORP	XOM	32,634	$3.8M	0.32%
80	CARRIER GLOBAL CORPORATION	CARR	46,443	$3.7M	0.31%
81	NIKE INC	NKE	41,129	$3.6M	0.30%
82	BOOZ ALLEN HAMILTON HLDG COR	BAH	21,404	$3.5M	0.29%
83	PROLOGIS INC.	PLDGP	27,369	$3.5M	0.29%
84	MONDELEZ INTL INC	609207105	46,290	$3.4M	0.28%
85	INVESCO QQQ TR	IVZ	6,956	$3.4M	0.28%
86	FORTIVE CORP	FTV	42,106	$3.3M	0.28%
87	ISHARES TR	46434V456	79,133	$3.3M	0.27%
88	VANGUARD INDEX FDS	922908769	11,573	$3.3M	0.27%
89	J P MORGAN EXCHANGE TRADED F	46641Q654	63,042	$3.2M	0.27%
90	COMCAST CORP NEW	CCZ	76,608	$3.2M	0.26%
91	MCCORMICK & CO INC	MKC-V	38,830	$3.2M	0.26%
92	SPDR SER TR	78464A409	36,656	$3.0M	0.25%
93	ACCENTURE PLC IRELAND	ACN	8,500	$3.0M	0.25%
94	SPDR INDEX SHS FDS	78463X509	71,469	$3.0M	0.24%
95	ELEVANCE HEALTH INC	ELV	5,670	$2.9M	0.24%
96	HONEYWELL INTL INC	438516106	14,185	$2.9M	0.24%
97	DISNEY WALT CO	254687106	30,256	$2.9M	0.24%
98	L3HARRIS TECHNOLOGIES INC	LHX	11,592	$2.8M	0.23%
99	HILTON WORLDWIDE HLDGS INC	HLT	11,353	$2.6M	0.22%
100	OTIS WORLDWIDE CORP	OTIS	23,417	$2.4M	0.20%
101	LOWES COS INC	548661107	8,913	$2.4M	0.20%
102	ALIGN TECHNOLOGY INC	ALGN	9,277	$2.4M	0.20%
103	CAPITAL ONE FINL CORP	14040H105	15,757	$2.4M	0.20%
104	BECTON DICKINSON & CO	BDX	9,675	$2.3M	0.19%
105	VANGUARD INDEX FDS	922908637	8,850	$2.3M	0.19%
106	ISHARES INC	464286533	37,078	$2.3M	0.19%
107	AUTOZONE INC	AZO	731	$2.3M	0.19%
108	GE VERNOVA INC	GEV	8,850	$2.3M	0.19%
109	CME GROUP INC	CME	9,869	$2.2M	0.18%
110	VERALTO CORP	VLTO	19,432	$2.2M	0.18%
111	ISHARES TR	464288646	41,073	$2.2M	0.18%
112	SCHWAB STRATEGIC TR	808524102	32,409	$2.2M	0.18%
113	WASTE MGMT INC DEL	94106L109	10,381	$2.2M	0.18%
114	MORGAN STANLEY	MS-PQ	20,523	$2.1M	0.18%
115	GOLDMAN SACHS ETF TR	NVGLF	18,243	$2.1M	0.17%
116	MASTERCARD INCORPORATED	MA	4,151	$2.0M	0.17%
117	SCHWAB STRATEGIC TR	808524201	30,193	$2.0M	0.17%
118	VANGUARD SCOTTSDALE FDS	92206C409	25,536	$2.0M	0.17%
119	FASTENAL CO	FAST	28,131	$2.0M	0.17%
120	KENVUE INC	KVUE	86,488	$2.0M	0.17%
121	AERCAP HOLDINGS NV	AER	20,855	$2.0M	0.16%
122	WELLS FARGO CO NEW	949746101	34,714	$2.0M	0.16%
123	ILLINOIS TOOL WKS INC	452308109	7,459	$2.0M	0.16%
124	ALCON AG	ALC	19,414	$1.9M	0.16%
125	CITIGROUP INC	C-PR	30,936	$1.9M	0.16%
126	BROADCOM INC	AVGO	10,937	$1.9M	0.16%
127	SPDR SER TR	78464A854	27,737	$1.9M	0.16%
128	EBAY INC.	EBAY	28,644	$1.9M	0.15%
129	PFIZER INC	PFE	63,137	$1.8M	0.15%
130	PHILLIPS 66	PSX	13,164	$1.7M	0.14%
131	INVESCO EXCHANGE TRADED FD T	IVZ	24,556	$1.7M	0.14%
132	COLGATE PALMOLIVE CO	CL	16,090	$1.7M	0.14%
133	MERCK & CO INC	MRK	14,696	$1.7M	0.14%
134	AMERICAN EXPRESS CO	AXP	6,086	$1.7M	0.14%
135	ISHARES TR	464288257	13,200	$1.6M	0.13%
136	ISHARES TR	46432F339	8,765	$1.6M	0.13%
137	CONOCOPHILLIPS	COP	13,795	$1.5M	0.12%
138	CISCO SYS INC	CSCO	25,268	$1.3M	0.11%
139	TRANSDIGM GROUP INC	TDG	898	$1.3M	0.11%
140	ISHARES TR	464287606	13,837	$1.3M	0.11%
141	ISHARES TR	464287671	9,585	$1.3M	0.10%
142	SPDR SER TR	78468R200	39,306	$1.2M	0.10%
143	SPDR SER TR	78464A201	12,183	$1.1M	0.09%
144	AUTOMATIC DATA PROCESSING IN	ADP	3,996	$1.1M	0.09%
145	CHIPOTLE MEXICAN GRILL INC	CMG	18,750	$1.1M	0.09%
146	PAYPAL HLDGS INC	PYPL	13,322	$1.0M	0.09%
147	VANGUARD SPECIALIZED FUNDS	921908844	5,089	$1.0M	0.08%
148	VOYA FINANCIAL INC	VOYA-PB	12,557	$994,766	0.08%
149	COCA COLA CO	KO	13,736	$987,098	0.08%
150	BRISTOL-MYERS SQUIBB CO	CELG-RI	18,956	$980,805	0.08%
151	SPDR SER TR	78464A821	11,082	$972,335	0.08%
152	CHARTER COMMUNICATIONS INC N	16119P108	2,983	$966,731	0.08%
153	PIMCO ETF TR	72201R874	18,580	$938,290	0.08%
154	APOLLO GLOBAL MGMT INC	03769M106	7,498	$936,575	0.08%
155	INTERNATIONAL BUSINESS MACHS	INTR	4,075	$900,874	0.07%
156	SAP SE	SAPGF	3,915	$896,927	0.07%
157	CVS HEALTH CORP	CVS	13,590	$854,535	0.07%
158	SELECT SECTOR SPDR TR	81369Y506	9,710	$852,542	0.07%
159	INVESCO ACTIVELY MANAGED EXC	IVZ	16,840	$845,031	0.07%
160	LYONDELLBASELL INDUSTRIES N	LYB	8,667	$831,165	0.07%
161	HUMANA INC	HUM	2,572	$814,655	0.07%
162	SCHWAB STRATEGIC TR	808524607	15,726	$809,889	0.07%
163	THE CIGNA GROUP	125523100	2,303	$797,851	0.07%
164	LINCOLN ELEC HLDGS INC	533900106	4,068	$781,061	0.06%
165	ISHARES TR	464287234	17,004	$779,818	0.06%
166	APPLIED MATLS INC	038222105	3,847	$777,286	0.06%
167	VANGUARD INDEX FDS	922908736	1,991	$764,405	0.06%
168	VANGUARD INDEX FDS	922908553	7,739	$753,964	0.06%
169	ISHARES TR	464287614	1,983	$744,379	0.06%
170	ISHARES INC	464286681	7,700	$737,198	0.06%
171	SCHWAB STRATEGIC TR	808524508	8,690	$722,053	0.06%
172	WORKDAY INC	WDAY	2,954	$721,987	0.06%
173	INVESCO EXCH TRADED FD TR II	IVZ	16,584	$714,439	0.06%
174	3M CO	MMM	5,044	$689,542	0.06%
175	TESLA INC	TSLA	2,613	$683,639	0.06%
176	ABBOTT LABS	ABLZF	5,926	$675,623	0.06%
177	CATERPILLAR INC	CAT	1,716	$671,153	0.06%
178	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	8,687	$670,463	0.06%
179	CASEYS GEN STORES INC	147528103	1,756	$659,747	0.05%
180	SHERWIN WILLIAMS CO	SHW	1,722	$657,306	0.05%
181	BERKLEY W R CORP	WRB-PH	11,336	$643,091	0.05%
182	QUANTA SVCS INC	74762E102	2,152	$641,619	0.05%
183	ISHARES TR	464288638	11,800	$633,896	0.05%
184	SELECT SECTOR SPDR TR	81369Y803	2,794	$630,867	0.05%
185	ISHARES TR	464288158	5,917	$628,326	0.05%
186	ADOBE INC	ADBE	1,200	$621,336	0.05%
187	GE HEALTHCARE TECHNOLOGIES I	GEHC	6,500	$610,025	0.05%
188	BANK AMERICA CORP	060505104	15,364	$609,629	0.05%
189	REGENERON PHARMACEUTICALS	REGN	577	$606,565	0.05%
190	LIBERTY BROADBAND CORP	LBRDP	7,670	$592,814	0.05%
191	SPDR SER TR	78464A474	19,338	$585,555	0.05%
192	ISHARES TR	46434V878	11,210	$568,795	0.05%
193	SPDR SER TR	78464A763	3,991	$566,882	0.05%
194	YUM CHINA HLDGS INC	YUMC	12,189	$548,749	0.05%
195	EMERSON ELEC CO	EMR	4,916	$537,663	0.04%
196	STARBUCKS CORP	SBUX	5,408	$527,203	0.04%
197	VANGUARD INTL EQUITY INDEX F	922042775	8,036	$506,297	0.04%
198	GILEAD SCIENCES INC	GILD	6,030	$505,526	0.04%
199	SELECT SECTOR SPDR TR	81369Y605	10,698	$484,833	0.04%
200	CAMDEN PPTY TR	133131102	3,911	$483,126	0.04%
201	EQUINIX INC	EQIX	542	$481,095	0.04%
202	ALCOA CORP	AA	12,363	$476,952	0.04%
203	NOVARTIS AG	NVSEF	4,123	$474,227	0.04%
204	TEXAS INSTRS INC	882508104	2,275	$469,947	0.04%
205	ISHARES TR	464287598	2,471	$468,996	0.04%
206	VANGUARD WHITEHALL FDS	921946406	3,631	$465,494	0.04%
207	ISHARES TR	464287465	5,547	$463,919	0.04%
208	AMERICAN TOWER CORP NEW	03027X100	1,960	$455,818	0.04%
209	OCCIDENTAL PETE CORP	674599105	8,553	$440,822	0.04%
210	VANGUARD INDEX FDS	922908751	1,826	$433,145	0.04%
211	NORFOLK SOUTHN CORP	655844108	1,719	$427,172	0.04%
212	COPART INC	CPRT	7,856	$411,654	0.03%
213	D R HORTON INC	23331A109	2,127	$405,768	0.03%
214	QUALCOMM INC	QCOM	2,365	$402,168	0.03%
215	LOCKHEED MARTIN CORP	LMT	685	$400,424	0.03%
216	LIBERTY BROADBAND CORP	LBRDP	5,210	$400,232	0.03%
217	DEERE & CO	DE	949	$396,046	0.03%
218	NOVO-NORDISK A S	NONOF	3,284	$391,026	0.03%
219	ISHARES TR	464288521	6,349	$390,908	0.03%
220	TORONTO DOMINION BK ONT	TORO	6,017	$380,635	0.03%
221	FAIR ISAAC CORP	FICO	191	$371,212	0.03%
222	BLACKSTONE INC	BX	2,420	$370,575	0.03%
223	INVESCO EXCHANGE TRADED FD T	IVZ	2,045	$366,382	0.03%
224	INVESCO EXCH TRD SLF IDX FD	IVZ	17,512	$361,623	0.03%
225	FEDEX CORP	FDX	1,298	$355,237	0.03%
226	KIMBERLY-CLARK CORP	KMB	2,436	$346,545	0.03%
227	ISHARES TR	464287481	2,849	$334,159	0.03%
228	DUPONT DE NEMOURS INC	DD	3,738	$333,119	0.03%
229	HUBBELL INC	HUBB	775	$331,971	0.03%
230	ISHARES TR	464287887	2,371	$330,731	0.03%
231	SELECT SECTOR SPDR TR	81369Y886	4,050	$327,159	0.03%
232	VANGUARD INDEX FDS	922908629	1,225	$323,192	0.03%
233	MCKESSON CORP	MCK	637	$314,946	0.03%
234	HARTFORD FINL SVCS GROUP INC	HIG-PG	2,649	$311,549	0.03%
235	MARSH & MCLENNAN COS INC	571748102	1,389	$309,872	0.03%
236	TRANE TECHNOLOGIES PLC	TT	790	$307,097	0.03%
237	CSX CORP	CSX	8,817	$304,451	0.03%
238	ESSENTIAL UTILS INC	29670G102	7,770	$299,689	0.02%
239	EOG RES INC	EOG	2,332	$286,673	0.02%
240	OREILLY AUTOMOTIVE INC	67103H107	245	$282,142	0.02%
241	TRACTOR SUPPLY CO	TSCO	955	$277,838	0.02%
242	VANGUARD INTL EQUITY INDEX F	922042858	5,710	$273,224	0.02%
243	ADVANCED MICRO DEVICES INC	AMD	1,661	$272,537	0.02%
244	SCHWAB STRATEGIC TR	808524722	4,919	$271,967	0.02%
245	SPROTT PHYSICAL GOLD & SILVE	SII	11,105	$271,961	0.02%
246	PROGRESSIVE CORP	743315103	1,058	$268,478	0.02%
247	HCA HEALTHCARE INC	HCA	659	$267,837	0.02%
248	SCHWAB STRATEGIC TR	808524805	6,460	$265,620	0.02%
249	SELECT SECTOR SPDR TR	81369Y852	2,919	$263,878	0.02%
250	PHILIP MORRIS INTL INC	718172109	2,158	$261,981	0.02%
251	INVESCO EXCH TRD SLF IDX FD	IVZ	13,158	$257,370	0.02%
252	HERSHEY CO	HSY	1,320	$253,150	0.02%
253	WASTE CONNECTIONS INC	WCN	1,391	$248,944	0.02%
254	SELECT SECTOR SPDR TR	81369Y209	1,603	$246,894	0.02%
255	SOUTHERN CO	SOMN	2,731	$246,282	0.02%
256	J P MORGAN EXCHANGE TRADED F	46654Q609	3,201	$246,093	0.02%
257	VERIZON COMMUNICATIONS INC	VZ	5,426	$243,682	0.02%
258	ING GROEP N.V.	INGVF	13,389	$243,144	0.02%
259	IDEXX LABS INC	45168D104	479	$242,000	0.02%
260	ENTERGY CORP NEW	ENO	1,831	$240,978	0.02%
261	ENTERPRISE PRODS PARTNERS L	293792107	8,248	$240,099	0.02%
262	DOW INC	DOW	4,327	$236,384	0.02%
263	DESCARTES SYS GROUP INC	249906108	2,257	$232,381	0.02%
264	AMERIPRISE FINL INC	03076C106	488	$229,267	0.02%
265	ONTO INNOVATION INC	ONTO	1,091	$226,448	0.02%
266	VANGUARD MUN BD FDS	922907746	4,415	$225,695	0.02%
267	MIDDLEFIELD BANC CORP	596304204	7,816	$225,101	0.02%
268	VANGUARD STAR FDS	921909768	3,450	$223,353	0.02%
269	RBC BEARINGS INC	RBC	743	$222,439	0.02%
270	DIMENSIONAL ETF TRUST	25434V401	3,566	$221,805	0.02%
271	SHOPIFY INC	SHOP	2,736	$219,263	0.02%
272	INVESCO EXCH TRD SLF IDX FD	IVZ	11,091	$218,715	0.02%
273	ELEMENT SOLUTIONS INC	ESI	8,038	$218,312	0.02%
274	CARLYLE GROUP INC	CGABL	5,065	$218,099	0.02%
275	JOHNSON CTLS INTL PLC	G51502105	2,794	$216,842	0.02%
276	EDWARDS LIFESCIENCES CORP	EW	3,269	$215,721	0.02%
277	SPDR S&P MIDCAP 400 ETF TR	MDY	368	$209,635	0.02%
278	GENERAL MLS INC	370334104	2,836	$209,439	0.02%
279	ISHARES TR	464287788	1,950	$202,605	0.02%
280	FISERV INC	FISV	1,125	$202,106	0.02%