Latest YHB Investment Advisors, Inc. Stock Portfolio

YHB Investment Advisors, Inc. Performance:

2024 Q4: -0.13%YTD: 13.14%2023: 17.59%

Performance for 2024 Q4 is -0.13%, and YTD is 13.14%, and 2023 is 17.59%.

About YHB Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, YHB Investment Advisors, Inc. reported an equity portfolio of $1.2 Billions as of 31 Dec, 2024.

The top stock holdings of YHB Investment Advisors, Inc. are AAPL, MSFT, AMZN. The fund has invested 7.3% of it's portfolio in APPLE INC and 5.2% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off HUMANA INC (HUM), VANGUARD WHITEHALL FDS (VIGI) and OCCIDENTAL PETE CORP (OXY) stocks. They significantly reduced their stock positions in ALIGN TECHNOLOGY INC (ALGN), ISHARES TR (ACWF) and ISHARES TR (IBCE). YHB Investment Advisors, Inc. opened new stock positions in PIMCO ETF TR (BOND), BOOKING HOLDINGS INC (BKNG) and WORLD GOLD TR (GLDM). The fund showed a lot of confidence in some stocks as they added substantially to TRACTOR SUPPLY CO (TSCO), INVESCO EXCHANGE TRADED FD T (CSD) and SCHWAB STRATEGIC TR (FNDA).

YHB Investment Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that YHB Investment Advisors, Inc. made a return of -0.13% in the last quarter. In trailing 12 months, it's portfolio return was 13.14%.

New Buys

Ticker	$ Bought
pimco etf tr	609,328
booking holdings inc	531,621
world gold tr	361,331
vertex pharmaceuticals inc	338,671
ishares tr	321,024
palantir technologies inc	296,848
axon enterprise inc	231,785
discover finl svcs	224,506

New stocks bought by YHB Investment Advisors, Inc.

Additions

Ticker	% Inc.
tractor supply co	384
invesco exchange traded fd t	372
schwab strategic tr	282
schwab strategic tr	272
schwab strategic tr	201
schwab strategic tr	201
schwab strategic tr	197
schwab strategic tr	194

Additions to existing portfolio by YHB Investment Advisors, Inc.

Reductions

Ticker	% Reduced
align technology inc	-56.59
ishares tr	-52.03
ishares tr	-45.13
kenvue inc	-41.91
vanguard index fds	-36.64
emerson elec co	-35.66
vanguard specialized funds	-33.58
bristol-myers squibb co	-32.29

YHB Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-218,715
occidental pete corp	-440,822
toronto dominion bk ont	-380,635
vanguard mun bd fds	-225,695
dow inc	-236,384
vanguard whitehall fds	-465,494
general mls inc	-209,439
humana inc	-814,655

YHB Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

YHB Investment Advisors, Inc. has about 27.2% of it's holdings in Others sector.

Sector	%
Others	27.2
Technology	21.3
Healthcare	10.7
Consumer Cyclical	9.1
Industrials	7.4
Financial Services	7
Communication Services	6.8
Consumer Defensive	6.5
Basic Materials	2

Market Cap. Distribution

YHB Investment Advisors, Inc. has about 72.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.4
LARGE-CAP	28.8
UNALLOCATED	27.2

Stocks belong to which Index?

About 70.9% of the stocks held by YHB Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	70.9
Others	29

Top 5 Winners (%)		%
TSLA	tesla inc	52.9 %
AVGO	broadcom inc	32.4 %
NFLX	netflix inc	24.8 %
WFC	wells fargo co new	24.3 %
CRM	salesforce inc	21.1 %

Top 5 Winners ($)		$
AMZN	amazon com inc	7.3 M
AAPL	apple inc	6.2 M
GOOG	alphabet inc	3.9 M
V	visa inc	3.5 M
GOOG	alphabet inc	3.5 M

Top 5 Losers (%)		%
TSCO	tractor supply co	-81.3 %
PANW	palo alto networks inc	-49.2 %
ETR	entergy corp new	-43.2 %
REGN	regeneron pharmaceuticals	-32.2 %
ELV	elevance health inc	-28.8 %

Top 5 Losers ($)		$
PANW	palo alto networks inc	-6.9 M
TMO	thermo fisher scientific inc	-4.6 M
DHR	danaher corporation	-4.0 M
AMGN	amgen inc	-2.7 M
UNH	unitedhealth group inc	-2.4 M

YHB Investment Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of YHB Investment Advisors, Inc.

YHB Investment Advisors, Inc. has 277 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. PANW proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for YHB Investment Advisors, Inc. last quarter.

Last Reported on: 22 Jan, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.04	12,810	483,952	added	3.62

AAPL	apple inc	7.27	353,478	88,517,900	reduced	-1.01

AAXJ	ishares tr	0.33	77,713	4,017,780	added	89.21

AAXJ	ishares tr	0.12	12,900	1,515,750	reduced	-2.27

AAXJ	ishares tr	0.06	13,812	711,457	added	17.05

AAXJ	ishares tr	0.06	6,392	674,228	added	8.03

AAXJ	ishares tr	0.04	9,533	546,336	added	50.15

ABBV	abbvie inc	0.54	36,686	6,519,080	added	10.06

ABT	abbott labs	0.05	5,626	636,357	reduced	-5.06

ACN	accenture plc ireland	0.27	9,363	3,293,810	added	10.15

ACWF	ishares tr	0.25	82,270	3,053,860	added	3.96

ACWF	ishares tr	0.02	5,377	271,162	reduced	-52.03

ACWV	ishares inc	0.19	40,173	2,329,640	added	8.35

ACWV	ishares inc	0.06	7,700	734,272	unchanged	0.00

ADBE	adobe inc	0.04	1,172	521,165	reduced	-2.33

ADP	automatic data processing in	0.10	4,359	1,276,010	added	9.08

AFK	vaneck etf trust	0.39	51,648	4,788,890	reduced	-10.83

AFL	aflac inc	0.41	47,964	4,961,390	reduced	-2.3

ALGN	align technology inc	0.07	4,027	839,670	reduced	-56.59

AMAT	applied matls inc	0.06	4,850	788,756	added	26.07