13F HOLDINGS REPORT

YHB Investment Advisors, Inc.

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001667731-25-000081

Total Value

$1.22B

Positions

277

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (277)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	353,478	$88.5M	7.27%
2	MICROSOFT CORP	MSFT	151,446	$63.8M	5.24%
3	AMAZON COM INC	AMZN	220,937	$48.5M	3.98%
4	COSTCO WHSL CORP NEW	22160K105	43,435	$39.8M	3.27%
5	BERKSHIRE HATHAWAY INC DEL	BRK-A	75,408	$34.2M	2.81%
6	ALPHABET INC	GOOG	166,742	$31.6M	2.59%
7	NVIDIA CORPORATION	NVDA	224,986	$30.2M	2.48%
8	ISHARES TR	464287507	465,811	$29.0M	2.38%
9	ALPHABET INC	GOOG	149,019	$28.4M	2.33%
10	VISA INC	V	84,628	$26.7M	2.20%
11	THERMO FISHER SCIENTIFIC INC	TMO	46,450	$24.2M	1.99%
12	ISHARES TR	464287804	206,406	$23.8M	1.95%
13	DANAHER CORPORATION	235851102	81,162	$18.6M	1.53%
14	SPDR S&P 500 ETF TR	SPY	30,365	$17.8M	1.46%
15	ECOLAB INC	ECL	75,781	$17.8M	1.46%
16	STRYKER CORPORATION	SYK	47,297	$17.0M	1.40%
17	UNITEDHEALTH GROUP INC	UNH	31,002	$15.7M	1.29%
18	HOME DEPOT INC	HD	38,355	$14.9M	1.23%
19	SCHWAB STRATEGIC TR	808524300	484,537	$13.5M	1.11%
20	UNITED RENTALS INC	URI	18,942	$13.3M	1.10%
21	ISHARES TR	464287622	40,038	$12.9M	1.06%
22	INTUIT	INTU	20,251	$12.7M	1.05%
23	PEPSICO INC	PEP	81,863	$12.4M	1.02%
24	ISHARES TR	464287200	20,782	$12.2M	1.00%
25	ORACLE CORP	ORCL-PD	69,904	$11.6M	0.96%
26	JPMORGAN CHASE & CO.	VYLD	47,855	$11.5M	0.94%
27	INTUITIVE SURGICAL INC	ISRG	21,940	$11.5M	0.94%
28	AMGEN INC	AMGN	43,514	$11.3M	0.93%
29	ISHARES TR	464287309	107,790	$10.9M	0.90%
30	AMPHENOL CORP NEW	032095101	140,678	$9.8M	0.80%
31	TJX COS INC NEW	872540109	80,306	$9.7M	0.80%
32	SCHWAB STRATEGIC TR	808524797	345,864	$9.4M	0.78%
33	AON PLC	AON	25,966	$9.3M	0.77%
34	2023 ETF SERIES TRUST	88339Y102	312,008	$8.7M	0.71%
35	MCDONALDS CORP	MCD	29,047	$8.4M	0.69%
36	UNION PAC CORP	UNP	35,973	$8.2M	0.67%
37	META PLATFORMS INC	META	14,000	$8.2M	0.67%
38	TAIWAN SEMICONDUCTOR MFG LTD	874039100	40,275	$8.0M	0.65%
39	PIMCO ETF TR	72201R833	75,428	$7.6M	0.62%
40	WALMART INC	WMT	82,149	$7.4M	0.61%
41	NEXTERA ENERGY INC	NEE-PW	100,356	$7.2M	0.59%
42	PALO ALTO NETWORKS INC	PANW	39,312	$7.2M	0.59%
43	CARLISLE COS INC	142339100	18,554	$6.8M	0.56%
44	SALESFORCE INC	CRM	20,158	$6.7M	0.55%
45	ISHARES TR	464287408	35,156	$6.7M	0.55%
46	ISHARES TR	46432F842	93,515	$6.6M	0.54%
47	ABBVIE INC	ABBV	36,686	$6.5M	0.54%
48	VANGUARD INDEX FDS	922908363	11,980	$6.5M	0.53%
49	FORTINET INC	FTNT	65,797	$6.2M	0.51%
50	PROCTER AND GAMBLE CO	742718109	36,914	$6.2M	0.51%
51	GOLDMAN SACHS GROUP INC	GSCE	10,444	$6.0M	0.49%
52	CUMMINS INC	CMI	16,764	$5.8M	0.48%
53	J P MORGAN EXCHANGE TRADED F	46641Q837	112,302	$5.7M	0.46%
54	RTX CORPORATION	RTX	47,621	$5.5M	0.45%
55	SERVICENOW INC	NOW	5,116	$5.4M	0.45%
56	EATON CORP PLC	ETN	16,342	$5.4M	0.45%
57	ISHARES TR	464287655	24,047	$5.3M	0.44%
58	T-MOBILE US INC	TMUSZ	23,999	$5.3M	0.44%
59	WOODWARD INC	WWD	30,049	$5.0M	0.41%
60	AFLAC INC	AFL	47,964	$5.0M	0.41%
61	YUM BRANDS INC	YUM	36,702	$4.9M	0.40%
62	ELI LILLY & CO	LLY	6,293	$4.9M	0.40%
63	CHURCH & DWIGHT CO INC	CHD	45,787	$4.8M	0.39%
64	VANECK ETF TRUST	92189F643	51,648	$4.8M	0.39%
65	SPDR INDEX SHS FDS	78463X889	137,951	$4.7M	0.39%
66	CHEVRON CORP NEW	CVX	31,815	$4.6M	0.38%
67	NETFLIX INC	NFLX	5,038	$4.5M	0.37%
68	ZOETIS INC	ZTS	27,535	$4.5M	0.37%
69	MARRIOTT INTL INC NEW	571903202	16,011	$4.5M	0.37%
70	GRAINGER W W INC	384802104	4,236	$4.5M	0.37%
71	J P MORGAN EXCHANGE TRADED F	46641Q654	87,538	$4.4M	0.36%
72	MORNINGSTAR INC	MORN	12,876	$4.3M	0.36%
73	JOHNSON & JOHNSON	JNJ	29,232	$4.2M	0.35%
74	PAYCHEX INC	PAYX	29,947	$4.2M	0.34%
75	ISHARES INC	46434G103	79,924	$4.2M	0.34%
76	SHELL PLC	RYDAF	65,962	$4.1M	0.34%
77	LINDE PLC	LIN	9,767	$4.1M	0.34%
78	BROADCOM INC	AVGO	17,414	$4.0M	0.33%
79	ISHARES TR	464288646	77,713	$4.0M	0.33%
80	SPDR GOLD TR	GLD	15,950	$3.9M	0.32%
81	GE AEROSPACE	369604301	22,533	$3.8M	0.31%
82	SPDR SER TR	78464A409	42,613	$3.7M	0.31%
83	INVESCO QQQ TR	IVZ	6,738	$3.4M	0.28%
84	EXXON MOBIL CORP	XOM	31,861	$3.4M	0.28%
85	DISNEY WALT CO	254687106	30,626	$3.4M	0.28%
86	ACCENTURE PLC IRELAND	ACN	9,363	$3.3M	0.27%
87	CHIPOTLE MEXICAN GRILL INC	CMG	53,908	$3.3M	0.27%
88	COMCAST CORP NEW	CCZ	85,110	$3.2M	0.26%
89	CARRIER GLOBAL CORPORATION	CARR	46,105	$3.1M	0.26%
90	VANGUARD INDEX FDS	922908769	10,675	$3.1M	0.25%
91	ISHARES TR	46434V456	82,270	$3.1M	0.25%
92	FORTIVE CORP	FTV	39,926	$3.0M	0.25%
93	PROLOGIS INC.	PLDGP	27,778	$2.9M	0.24%
94	MCCORMICK & CO INC	MKC-V	37,529	$2.9M	0.24%
95	MORGAN STANLEY	MS-PQ	22,608	$2.8M	0.23%
96	NIKE INC	NKE	36,958	$2.8M	0.23%
97	CAPITAL ONE FINL CORP	14040H105	15,586	$2.8M	0.23%
98	SPDR INDEX SHS FDS	78463X509	72,367	$2.8M	0.23%
99	BOOZ ALLEN HAMILTON HLDG COR	BAH	21,355	$2.7M	0.23%
100	HILTON WORLDWIDE HLDGS INC	HLT	11,117	$2.7M	0.23%
101	SCHWAB STRATEGIC TR	808524201	112,514	$2.6M	0.21%
102	MONDELEZ INTL INC	609207105	42,715	$2.6M	0.21%
103	HONEYWELL INTL INC	438516106	11,291	$2.6M	0.21%
104	L3HARRIS TECHNOLOGIES INC	LHX	12,003	$2.5M	0.21%
105	AUTOZONE INC	AZO	756	$2.4M	0.20%
106	GE VERNOVA INC	GEV	7,249	$2.4M	0.20%
107	VANGUARD INDEX FDS	922908637	8,830	$2.4M	0.20%
108	ISHARES INC	464286533	40,173	$2.3M	0.19%
109	WELLS FARGO CO NEW	949746101	33,049	$2.3M	0.19%
110	MASTERCARD INCORPORATED	MA	4,292	$2.3M	0.19%
111	LOWES COS INC	548661107	8,888	$2.2M	0.18%
112	SCHWAB STRATEGIC TR	808524102	95,507	$2.2M	0.18%
113	CITIGROUP INC	C-PR	30,545	$2.2M	0.18%
114	CME GROUP INC	CME	9,225	$2.1M	0.18%
115	OTIS WORLDWIDE CORP	OTIS	23,011	$2.1M	0.18%
116	WASTE MGMT INC DEL	94106L109	10,427	$2.1M	0.17%
117	GOLDMAN SACHS ETF TR	NVGLF	18,244	$2.1M	0.17%
118	BECTON DICKINSON & CO	BDX	8,993	$2.0M	0.17%
119	FASTENAL CO	FAST	28,060	$2.0M	0.17%
120	ELEVANCE HEALTH INC	ELV	5,447	$2.0M	0.17%
121	AERCAP HOLDINGS NV	AER	20,461	$2.0M	0.16%
122	VANGUARD SCOTTSDALE FDS	92206C409	24,637	$1.9M	0.16%
123	SPDR SER TR	78464A854	27,000	$1.9M	0.15%
124	VERALTO CORP	VLTO	18,268	$1.9M	0.15%
125	AMERICAN EXPRESS CO	AXP	5,961	$1.8M	0.15%
126	EBAY INC.	EBAY	28,526	$1.8M	0.15%
127	ILLINOIS TOOL WKS INC	452308109	6,968	$1.8M	0.15%
128	INVESCO EXCHANGE TRADED FD T	IVZ	9,657	$1.7M	0.14%
129	CONOCOPHILLIPS	COP	17,055	$1.7M	0.14%
130	ALCON AG	ALC	19,374	$1.6M	0.14%
131	INVESCO EXCHANGE TRADED FD T	IVZ	24,506	$1.6M	0.13%
132	PFIZER INC	PFE	60,557	$1.6M	0.13%
133	ISHARES TR	464288257	12,900	$1.5M	0.12%
134	ISHARES TR	464287671	10,577	$1.5M	0.12%
135	PHILLIPS 66	PSX	12,892	$1.5M	0.12%
136	PIMCO ETF TR	72201R874	29,460	$1.5M	0.12%
137	CISCO SYS INC	CSCO	23,063	$1.4M	0.11%
138	APOLLO GLOBAL MGMT INC	03769M106	8,209	$1.4M	0.11%
139	MERCK & CO INC	MRK	13,296	$1.3M	0.11%
140	AUTOMATIC DATA PROCESSING IN	ADP	4,359	$1.3M	0.10%
141	ISHARES TR	464287606	13,837	$1.3M	0.10%
142	COLGATE PALMOLIVE CO	CL	13,589	$1.2M	0.10%
143	SPDR SER TR	78468R200	39,355	$1.2M	0.10%
144	TRANSDIGM GROUP INC	TDG	898	$1.1M	0.09%
145	PAYPAL HLDGS INC	PYPL	12,972	$1.1M	0.09%
146	SPDR SER TR	78464A201	12,236	$1.1M	0.09%
147	WORKDAY INC	WDAY	4,206	$1.1M	0.09%
148	KENVUE INC	KVUE	50,240	$1.1M	0.09%
149	SPDR SER TR	78464A821	12,119	$1.1M	0.09%
150	TESLA INC	TSLA	2,491	$1.0M	0.08%
151	INTERNATIONAL BUSINESS MACHS	INTR	4,549	$999,977	0.08%
152	SAP SE	SAPGF	3,760	$925,750	0.08%
153	CHARTER COMMUNICATIONS INC N	16119P108	2,680	$918,624	0.08%
154	INVESCO ACTIVELY MANAGED EXC	IVZ	18,160	$909,998	0.07%
155	BANK AMERICA CORP	060505104	20,285	$891,531	0.07%
156	VOYA FINANCIAL INC	VOYA-PB	12,557	$864,298	0.07%
157	ISHARES TR	46432F339	4,809	$856,387	0.07%
158	COCA COLA CO	KO	13,699	$852,925	0.07%
159	ALIGN TECHNOLOGY INC	ALGN	4,027	$839,670	0.07%
160	ISHARES TR	464287614	2,055	$825,247	0.07%
161	APPLIED MATLS INC	038222105	4,850	$788,756	0.06%
162	SCHWAB STRATEGIC TR	808524607	30,489	$788,446	0.06%
163	LINCOLN ELEC HLDGS INC	533900106	4,068	$762,553	0.06%
164	CASEYS GEN STORES INC	147528103	1,886	$747,290	0.06%
165	ISHARES INC	464286681	7,700	$734,272	0.06%
166	SPDR SER TR	78464A474	24,513	$731,958	0.06%
167	SCHWAB STRATEGIC TR	808524508	26,241	$727,138	0.06%
168	BRISTOL-MYERS SQUIBB CO	CELG-RI	12,835	$725,948	0.06%
169	TEXAS INSTRS INC	882508104	3,855	$722,851	0.06%
170	VANGUARD INDEX FDS	922908736	1,749	$717,860	0.06%
171	SELECT SECTOR SPDR TR	81369Y506	8,359	$716,037	0.06%
172	ISHARES TR	464288638	13,812	$711,457	0.06%
173	ISHARES TR	464287234	16,989	$710,493	0.06%
174	VANGUARD INDEX FDS	922908553	7,840	$698,401	0.06%
175	QUANTA SVCS INC	74762E102	2,168	$685,196	0.06%
176	ISHARES TR	464288158	6,392	$674,228	0.06%
177	BERKLEY W R CORP	WRB-PH	11,336	$663,383	0.05%
178	VANGUARD SPECIALIZED FUNDS	921908844	3,380	$661,905	0.05%
179	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	8,412	$646,883	0.05%
180	LYONDELLBASELL INDUSTRIES N	LYB	8,667	$643,698	0.05%
181	3M CO	MMM	4,938	$637,472	0.05%
182	ABBOTT LABS	ABLZF	5,626	$636,357	0.05%
183	SELECT SECTOR SPDR TR	81369Y803	2,711	$630,300	0.05%
184	THE CIGNA GROUP	125523100	2,263	$624,905	0.05%
185	SOUTHERN CO	SOMN	7,440	$612,461	0.05%
186	PIMCO ETF TR	72201R866	11,779	$609,328	0.05%
187	SHERWIN WILLIAMS CO	SHW	1,786	$607,178	0.05%
188	CATERPILLAR INC	CAT	1,666	$604,417	0.05%
189	INVESCO EXCH TRADED FD TR II	IVZ	14,720	$574,957	0.05%
190	LIBERTY BROADBAND CORP	LBRDP	7,670	$573,409	0.05%
191	GILEAD SCIENCES INC	GILD	6,004	$554,559	0.05%
192	CVS HEALTH CORP	CVS	12,345	$554,148	0.05%
193	ISHARES TR	464288521	9,533	$546,336	0.04%
194	YUM CHINA HLDGS INC	YUMC	11,244	$541,623	0.04%
195	BOOKING HOLDINGS INC	BKNG	107	$531,621	0.04%
196	EQUINIX INC	EQIX	559	$527,076	0.04%
197	ADOBE INC	ADBE	1,172	$521,165	0.04%
198	SPDR SER TR	78464A763	3,929	$519,021	0.04%
199	SELECT SECTOR SPDR TR	81369Y605	10,698	$517,034	0.04%
200	GE HEALTHCARE TECHNOLOGIES I	GEHC	6,500	$508,170	0.04%
201	ISHARES TR	464287598	2,674	$495,038	0.04%
202	ALCOA CORP	AA	12,810	$483,952	0.04%
203	VANGUARD INTL EQUITY INDEX F	922042775	8,042	$461,700	0.04%
204	STARBUCKS CORP	SBUX	4,964	$452,997	0.04%
205	COPART INC	CPRT	7,856	$450,856	0.04%
206	CAMDEN PPTY TR	133131102	3,721	$431,785	0.04%
207	BLACKSTONE INC	BX	2,420	$417,256	0.03%
208	SCHWAB STRATEGIC TR	808524722	14,610	$414,209	0.03%
209	ISHARES TR	464287465	5,472	$413,759	0.03%
210	REGENERON PHARMACEUTICALS	REGN	577	$411,014	0.03%
211	NORFOLK SOUTHN CORP	655844108	1,719	$403,449	0.03%
212	DEERE & CO	DE	946	$400,820	0.03%
213	EMERSON ELEC CO	EMR	3,163	$391,991	0.03%
214	LIBERTY BROADBAND CORP	LBRDP	5,210	$387,416	0.03%
215	WORLD GOLD TR	GLDW	6,950	$361,331	0.03%
216	FEDEX CORP	FDX	1,263	$355,320	0.03%
217	FAIR ISAAC CORP	FICO	178	$354,386	0.03%
218	INVESCO EXCH TRD SLF IDX FD	IVZ	17,152	$354,189	0.03%
219	AMERICAN TOWER CORP NEW	03027X100	1,888	$346,278	0.03%
220	MCKESSON CORP	MCK	602	$343,086	0.03%
221	NOVARTIS AG	NVSEF	3,523	$342,823	0.03%
222	VERTEX PHARMACEUTICALS INC	VRTX	841	$338,671	0.03%
223	KIMBERLY-CLARK CORP	KMB	2,519	$330,137	0.03%
224	HUBBELL INC	HUBB	775	$324,640	0.03%
225	ISHARES TR	46436E718	3,200	$321,024	0.03%
226	ISHARES TR	464287887	2,346	$317,578	0.03%
227	VANGUARD INDEX FDS	922908629	1,200	$316,956	0.03%
228	QUALCOMM INC	QCOM	2,045	$314,153	0.03%
229	VANGUARD INTL EQUITY INDEX F	922042858	7,027	$309,561	0.03%
230	SELECT SECTOR SPDR TR	81369Y886	4,031	$305,106	0.03%
231	EOG RES INC	EOG	2,452	$300,566	0.02%
232	D R HORTON INC	23331A109	2,127	$297,397	0.02%
233	PALANTIR TECHNOLOGIES INC	PLTR	3,925	$296,848	0.02%
234	SHOPIFY INC	SHOP	2,736	$290,919	0.02%
235	OREILLY AUTOMOTIVE INC	67103H107	245	$290,521	0.02%
236	ISHARES TR	464287481	2,264	$286,962	0.02%
237	DUPONT DE NEMOURS INC	DD	3,738	$285,057	0.02%
238	MARSH & MCLENNAN COS INC	571748102	1,340	$284,629	0.02%
239	SELECT SECTOR SPDR TR	81369Y852	2,919	$282,588	0.02%
240	TRANE TECHNOLOGIES PLC	TT	760	$280,706	0.02%
241	CSX CORP	CSX	8,667	$279,690	0.02%
242	VANGUARD INDEX FDS	922908751	1,157	$278,004	0.02%
243	ISHARES TR	46434V878	5,377	$271,162	0.02%
244	HARTFORD FINL SVCS GROUP INC	HIG-PG	2,474	$270,656	0.02%
245	ENTERGY CORP NEW	ENO	3,486	$264,309	0.02%
246	SPROTT PHYSICAL GOLD & SILVE	SII	11,105	$263,855	0.02%
247	J P MORGAN EXCHANGE TRADED F	46654Q609	3,218	$260,755	0.02%
248	AMERIPRISE FINL INC	03076C106	488	$259,826	0.02%
249	PHILIP MORRIS INTL INC	718172109	2,158	$259,715	0.02%
250	LOCKHEED MARTIN CORP	LMT	528	$256,576	0.02%
251	DESCARTES SYS GROUP INC	249906108	2,257	$256,395	0.02%
252	CARLYLE GROUP INC	CGABL	5,065	$255,732	0.02%
253	ENTERPRISE PRODS PARTNERS L	293792107	8,098	$253,953	0.02%
254	ELEMENT SOLUTIONS INC	ESI	9,890	$251,514	0.02%
255	PROGRESSIVE CORP	743315103	1,048	$251,111	0.02%
256	TRACTOR SUPPLY CO	TSCO	4,625	$245,403	0.02%
257	SCHWAB STRATEGIC TR	808524805	13,224	$244,644	0.02%
258	WASTE CONNECTIONS INC	WCN	1,391	$238,540	0.02%
259	FISERV INC	FISV	1,143	$234,795	0.02%
260	AXON ENTERPRISE INC	AXON	390	$231,785	0.02%
261	INVESCO EXCH TRD SLF IDX FD	IVZ	11,928	$231,761	0.02%
262	RBC BEARINGS INC	RBC	768	$229,740	0.02%
263	DIMENSIONAL ETF TRUST	25434V401	3,566	$227,333	0.02%
264	ESSENTIAL UTILS INC	29670G102	6,235	$226,455	0.02%
265	DISCOVER FINL SVCS	254709108	1,296	$224,506	0.02%
266	HERSHEY CO	HSY	1,320	$223,542	0.02%
267	JOHNSON CTLS INTL PLC	G51502105	2,794	$220,530	0.02%
268	ISHARES TR	464287788	1,950	$215,631	0.02%
269	MIDDLEFIELD BANC CORP	596304204	7,666	$215,031	0.02%
270	SELECT SECTOR SPDR TR	81369Y209	1,548	$212,958	0.02%
271	VERIZON COMMUNICATIONS INC	VZ	5,276	$210,987	0.02%
272	ING GROEP N.V.	INGVF	13,389	$209,806	0.02%
273	SPDR S&P MIDCAP 400 ETF TR	MDY	368	$209,605	0.02%
274	NOVO-NORDISK A S	NONOF	2,419	$208,082	0.02%
275	EDWARDS LIFESCIENCES CORP	EW	2,799	$207,210	0.02%
276	VANGUARD STAR FDS	921909768	3,476	$204,841	0.02%
277	OLLIES BARGAIN OUTLET HLDGS	681116109	1,831	$200,916	0.02%