YHB Investment Advisors, Inc. Diversified Active

CIK: 0001469219 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 23, 2013

Total Value ($000): $320,963 (100.0% shares, 0.0% debt)

Holdings (142)

XOM EXXON MOBIL CORP 3.8%
Value ($000) $12,286 Shares 135,977 Est. Cost $53.69 Unrealized 0.0%
ECL ECOLAB INC 3.1%
Value ($000) $10,087 Shares 118,406 Est. Cost $73.48 Unrealized 0.0%
PEP PEPSICO INC 2.8%
Value ($000) $8,951 Shares 109,442 Est. Cost $56.00 Unrealized 0.0%
BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $8,485 Shares 75,816 Est. Cost $111.92 Unrealized
GOOGLE INC 2.4%
Value ($000) $7,757 Shares 8,811 Est. Cost $880.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 2.2%
Value ($000) $7,117 Shares 84,100 Est. Cost $79.76 Unrealized 0.0%
AAPL APPLE INC 2.2%
Value ($000) $7,033 Shares 17,735 Est. Cost $13.16 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $6,707 Shares 72,163 Est. Cost $92.94 Unrealized
ORCL ORACLE CORP 2.1%
Value ($000) $6,586 Shares 214,470 Est. Cost $27.58 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $6,233 Shares 72,593 Est. Cost $59.66 Unrealized 0.0%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,091 Shares 176,315 Est. Cost $26.70 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $5,827 Shares 75,681 Est. Cost $55.00 Unrealized 0.0%
DIS DISNEY WALT CO 1.6%
Value ($000) $5,161 Shares 81,728 Est. Cost $56.11 Unrealized 0.0%
CELGENE CORP 1.6%
Value ($000) $5,091 Shares 43,524 Est. Cost $116.97 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $5,072 Shares 45,875 Est. Cost $86.56 Unrealized 0.0%
CVS CVS CAREMARK CORPORATION 1.6%
Value ($000) $5,017 Shares 87,744 Est. Cost $41.44 Unrealized 0.0%
DHR DANAHER CORP DEL 1.4%
Value ($000) $4,638 Shares 73,270 Est. Cost $25.01 Unrealized 0.0%
MCD MCDONALDS CORP 1.4%
Value ($000) $4,582 Shares 46,284 Est. Cost $71.80 Unrealized 0.0%
KINDER MORGAN MANAGEMENT LLC 1.4%
Value ($000) $4,466 Shares 53,431 Est. Cost $83.58 Unrealized
KO COCA COLA CO 1.4%
Value ($000) $4,421 Shares 110,229 Est. Cost $27.85 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $4,214 Shares 58,807 Est. Cost $52.90 Unrealized 0.0%
PRAXAIR INC 1.3%
Value ($000) $4,174 Shares 36,245 Est. Cost $115.16 Unrealized
WMT WAL MART STORES INC 1.3%
Value ($000) $4,169 Shares 55,966 Est. Cost $19.98 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $4,109 Shares 21,503 Est. Cost $118.94 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $4,041 Shares 34,145 Est. Cost $71.30 Unrealized 0.0%
AON CORP 1.2%
Value ($000) $3,977 Shares 61,800 Est. Cost $64.35 Unrealized
NEWS CORP 1.2%
Value ($000) $3,840 Shares 117,850 Est. Cost $32.58 Unrealized
ALPS ETF TR 1.2%
Value ($000) $3,839 Shares 215,044 Est. Cost $17.85 Unrealized
APACHE CORP 1.2%
Value ($000) $3,789 Shares 45,200 Est. Cost $83.83 Unrealized
EXPRESS SCRIPTS INC 1.1%
Value ($000) $3,594 Shares 58,214 Est. Cost $61.74 Unrealized
AMGN AMGEN INC 1.1%
Value ($000) $3,426 Shares 34,729 Est. Cost $73.34 Unrealized 0.0%
NOBLE ENERGY INC 1.1%
Value ($000) $3,398 Shares 56,593 Est. Cost $60.04 Unrealized
CLH CLEAN HARBORS INC 1.0%
Value ($000) $3,326 Shares 65,815 Est. Cost $55.73 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $3,306 Shares 115,885 Est. Cost $23.16 Unrealized 0.0%
NKE NIKE INC 1.0%
Value ($000) $3,283 Shares 51,550 Est. Cost $26.53 Unrealized 0.0%
PWR QUANTA SVCS INC 1.0%
Value ($000) $3,156 Shares 119,287 Est. Cost $27.23 Unrealized 0.0%
T AT&T INC 1.0%
Value ($000) $3,143 Shares 88,779 Est. Cost $11.40 Unrealized 0.0%
COMCAST CORP NEW 0.9%
Value ($000) $3,005 Shares 75,750 Est. Cost $39.67 Unrealized
KRAFT FOODS INC 0.9%
Value ($000) $2,987 Shares 53,457 Est. Cost $55.88 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $2,971 Shares 48,632 Est. Cost $45.06 Unrealized 0.0%
SYK STRYKER CORP 0.9%
Value ($000) $2,952 Shares 45,647 Est. Cost $56.92 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $2,947 Shares 45,007 Est. Cost $50.75 Unrealized 0.0%
LIBERTY GLOBAL INC 0.9%
Value ($000) $2,916 Shares 42,959 Est. Cost $67.88 Unrealized
MS MORGAN STANLEY 0.9%
Value ($000) $2,888 Shares 118,225 Est. Cost $17.33 Unrealized 0.0%
YUM YUM BRANDS INC 0.9%
Value ($000) $2,857 Shares 41,205 Est. Cost $38.97 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $2,842 Shares 63,583 Est. Cost $28.67 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $2,742 Shares 47,860 Est. Cost $44.38 Unrealized 0.0%
EMR EMERSON ELEC CO 0.8%
Value ($000) $2,710 Shares 49,680 Est. Cost $40.02 Unrealized 0.0%
E M C CORP MASS 0.8%
Value ($000) $2,569 Shares 108,747 Est. Cost $23.62 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $2,528 Shares 109,015 Est. Cost $23.19 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,388 Shares 85,249 Est. Cost $16.46 Unrealized 0.0%
V VISA INC 0.7%
Value ($000) $2,257 Shares 12,348 Est. Cost $40.02 Unrealized 0.0%
WRB BERKLEY W R CORP 0.7%
Value ($000) $2,217 Shares 54,250 Est. Cost $9.58 Unrealized 0.0%
MMM 3M CO 0.7%
Value ($000) $2,209 Shares 20,204 Est. Cost $61.26 Unrealized 0.0%
CIMAREX ENERGY CO 0.7%
Value ($000) $2,161 Shares 33,244 Est. Cost $65.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $1,929 Shares 3,812 Est. Cost $55.09 Unrealized 0.0%
COACH INC 0.6%
Value ($000) $1,864 Shares 32,645 Est. Cost $57.10 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,832 Shares 22,490 Est. Cost $14.15 Unrealized 0.0%
PAYX PAYCHEX INC 0.6%
Value ($000) $1,794 Shares 49,145 Est. Cost $25.02 Unrealized 0.0%
UNP UNION PAC CORP 0.6%
Value ($000) $1,788 Shares 11,589 Est. Cost $57.06 Unrealized 0.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,749 Shares 71,887 Est. Cost $15.24 Unrealized 0.0%
PRECISION CASTPARTS CORP 0.5%
Value ($000) $1,728 Shares 7,646 Est. Cost $226.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,668 Shares 11,029 Est. Cost $120.06 Unrealized 0.0%
L LOEWS CORP 0.5%
Value ($000) $1,647 Shares 37,100 Est. Cost $42.08 Unrealized 0.0%
CME CME GROUP INC 0.5%
Value ($000) $1,636 Shares 21,545 Est. Cost $39.16 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $1,615 Shares 25,777 Est. Cost $29.46 Unrealized 0.0%
LIBERTY GLOBAL INC 0.5%
Value ($000) $1,607 Shares 21,864 Est. Cost $73.50 Unrealized
ALLERGAN INC 0.5%
Value ($000) $1,556 Shares 18,470 Est. Cost $84.24 Unrealized
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $1,507 Shares 28,905 Est. Cost $43.15 Unrealized 0.0%
MONSANTO CO NEW 0.5%
Value ($000) $1,493 Shares 15,111 Est. Cost $98.80 Unrealized
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $1,476 Shares 23,912 Est. Cost $26.18 Unrealized 0.0%
AFL AFLAC INC 0.5%
Value ($000) $1,463 Shares 25,167 Est. Cost $20.11 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $1,437 Shares 18,546 Est. Cost $56.05 Unrealized 0.0%
ANADARKO PETE CORP 0.4%
Value ($000) $1,416 Shares 16,473 Est. Cost $85.96 Unrealized
AQUA AMERICA INC 0.4%
Value ($000) $1,375 Shares 43,955 Est. Cost $31.28 Unrealized
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,368 Shares 16,585 Est. Cost $61.55 Unrealized 0.0%
VECO VEECO INSTRS INC DEL 0.4%
Value ($000) $1,350 Shares 38,134 Est. Cost $37.63 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $1,342 Shares 17,355 Est. Cost $56.98 Unrealized 0.0%
INTU INTUIT 0.4%
Value ($000) $1,333 Shares 21,839 Est. Cost $54.39 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,325 Shares 25,844 Est. Cost $36.21 Unrealized 0.0%
FLS FLOWSERVE CORP 0.4%
Value ($000) $1,307 Shares 24,204 Est. Cost $43.03 Unrealized 0.0%
DISH NETWORK CORP 0.4%
Value ($000) $1,248 Shares 29,350 Est. Cost $42.52 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,243 Shares 51,286 Est. Cost $17.18 Unrealized 0.0%
ALTERA CORP 0.4%
Value ($000) $1,235 Shares 37,425 Est. Cost $33.00 Unrealized
CHINA MOBILE LIMITED 0.4%
Value ($000) $1,184 Shares 22,865 Est. Cost $51.78 Unrealized
MORN MORNINGSTAR INC 0.4%
Value ($000) $1,175 Shares 15,150 Est. Cost $69.29 Unrealized 0.0%
ABBNY ABB LTD 0.4%
Value ($000) $1,145 Shares 52,855 Est. Cost $21.66 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,064 Shares 15,490 Est. Cost $68.69 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $1,024 Shares 28,320 Est. Cost $22.41 Unrealized 0.0%
QEP RES INC 0.3%
Value ($000) $996 Shares 35,850 Est. Cost $27.78 Unrealized
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $983 Shares 12,226 Est. Cost $40.27 Unrealized 0.0%
FAST FASTENAL CO 0.3%
Value ($000) $976 Shares 21,309 Est. Cost $8.84 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $973 Shares 12,486 Est. Cost $8.50 Unrealized 0.0%
DENTSPLY INTL INC NEW 0.3%
Value ($000) $971 Shares 23,707 Est. Cost $40.96 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $970 Shares 22,635 Est. Cost $34.36 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $952 Shares 12,736 Est. Cost $59.62 Unrealized 0.0%
JACOBS ENGR GROUP INC DEL 0.3%
Value ($000) $952 Shares 17,270 Est. Cost $55.12 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $929 Shares 18,449 Est. Cost $27.04 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $895 Shares 14,789 Est. Cost $39.96 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $890 Shares 16,947 Est. Cost $52.52 Unrealized
NVS NOVARTIS A G 0.3%
Value ($000) $822 Shares 11,625 Est. Cost $70.71 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $794 Shares 19,425 Est. Cost $32.16 Unrealized 0.0%
PETSMART INC 0.2%
Value ($000) $741 Shares 11,065 Est. Cost $66.97 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $739 Shares 12,907 Est. Cost $55.81 Unrealized 0.0%
POWERSHARES ETF TRUST 0.2%
Value ($000) $711 Shares 24,615 Est. Cost $28.88 Unrealized
KINDER MORGAN ENERGY PARTNER 0.2%
Value ($000) $697 Shares 8,156 Est. Cost $85.46 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $675 Shares 14,525 Est. Cost $30.02 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $645 Shares 9,361 Est. Cost $45.09 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $622 Shares 12,969 Est. Cost $50.97 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $595 Shares 11,272 Est. Cost $36.24 Unrealized 0.0%
CHICAGO BRIDGE & IRON CO N V 0.2%
Value ($000) $540 Shares 9,050 Est. Cost $59.67 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $527 Shares 7,492 Est. Cost $28.19 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $493 Shares 5,687 Est. Cost $49.85 Unrealized 0.0%
NORTHEAST UTILS 0.2%
Value ($000) $487 Shares 11,581 Est. Cost $42.05 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $464 Shares 11,254 Est. Cost $27.36 Unrealized 0.0%
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $447 Shares 23,750 Est. Cost $18.82 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $443 Shares 10,711 Est. Cost $26.55 Unrealized 0.0%
FIRST NIAGARA FINL GRP INC 0.1%
Value ($000) $437 Shares 43,400 Est. Cost $10.07 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $418 Shares 7,620 Est. Cost $54.04 Unrealized 0.0%
CITRIX SYS INC 0.1%
Value ($000) $415 Shares 6,873 Est. Cost $60.38 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $413 Shares 3,607 Est. Cost $101.46 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $408 Shares 11,686 Est. Cost $28.85 Unrealized 0.0%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $402 Shares 5,645 Est. Cost $71.21 Unrealized
UNITED FINANCIAL BANCORP INC 0.1%
Value ($000) $388 Shares 25,611 Est. Cost $15.15 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $364 Shares 3,686 Est. Cost $78.11 Unrealized 0.0%
KSS KOHLS CORP 0.1%
Value ($000) $361 Shares 7,145 Est. Cost $49.51 Unrealized 0.0%
ROCKVILLE FINL INC NEW 0.1%
Value ($000) $357 Shares 27,314 Est. Cost $13.07 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $333 Shares 3,730 Est. Cost $57.83 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $294 Shares 19,752 Est. Cost $14.88 Unrealized
SEADRILL LIMITED 0.1%
Value ($000) $289 Shares 7,090 Est. Cost $40.76 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $271 Shares 8,357 Est. Cost $18.03 Unrealized 0.0%
TXT TEXTRON INC 0.1%
Value ($000) $264 Shares 10,150 Est. Cost $26.50 Unrealized 0.0%
GREEN MTN COFFEE ROASTERS IN 0.1%
Value ($000) $261 Shares 3,475 Est. Cost $75.11 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $257 Shares 5,823 Est. Cost $26.74 Unrealized 0.0%
DRESSER-RAND GROUP INC 0.1%
Value ($000) $252 Shares 4,200 Est. Cost $60.00 Unrealized
BA BOEING CO 0.1%
Value ($000) $245 Shares 2,395 Est. Cost $80.37 Unrealized 0.0%
UNFI UNITED NAT FOODS INC 0.1%
Value ($000) $222 Shares 4,120 Est. Cost $51.91 Unrealized 0.0%
ABIOMED INC 0.1%
Value ($000) $219 Shares 10,175 Est. Cost $21.52 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $207 Shares 4,257 Est. Cost $31.98 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $205 Shares 4,565 Est. Cost $44.50 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $170 Shares 13,195 Est. Cost $10.03 Unrealized 0.0%
FTEK FUEL TECH INC 0.0%
Value ($000) $121 Shares 31,475 Est. Cost $3.91 Unrealized 0.0%