YHB Investment Advisors, Inc. Diversified Active

CIK: 0001469219 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 15, 2013

Total Value ($000): $338,009 (100.0% shares, 0.0% debt)

Holdings (143)

ECL ECOLAB INC 3.4%
Value ($000) $11,645 Shares 117,911 Est. Cost $73.48 Unrealized +10.5%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $11,522 Shares 133,910 Est. Cost $53.69 Unrealized +0.9%
BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $8,756 Shares 77,136 Est. Cost $111.94 Unrealized
PEP PEPSICO INC 2.5%
Value ($000) $8,601 Shares 108,193 Est. Cost $56.00 Unrealized +1.4%
AAPL APPLE INC 2.5%
Value ($000) $8,338 Shares 17,489 Est. Cost $13.16 Unrealized +8.5%
ORCL ORACLE CORP 2.4%
Value ($000) $8,033 Shares 242,190 Est. Cost $27.52 Unrealized -1.7%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $7,674 Shares 71,173 Est. Cost $92.94 Unrealized
GOOGLE INC 2.3%
Value ($000) $7,613 Shares 8,692 Est. Cost $880.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $7,607 Shares 82,555 Est. Cost $79.76 Unrealized +8.8%
CELGENE CORP 1.9%
Value ($000) $6,499 Shares 42,164 Est. Cost $116.97 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $6,154 Shares 70,990 Est. Cost $59.66 Unrealized +6.5%
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,031 Shares 181,228 Est. Cost $26.71 Unrealized +1.1%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $5,653 Shares 74,786 Est. Cost $55.00 Unrealized +2.2%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $5,351 Shares 46,461 Est. Cost $86.62 Unrealized +5.8%
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $5,216 Shares 59,026 Est. Cost $52.90 Unrealized +11.5%
DHR DANAHER CORP DEL 1.5%
Value ($000) $5,143 Shares 74,185 Est. Cost $25.04 Unrealized +9.5%
DIS DISNEY WALT CO 1.5%
Value ($000) $5,054 Shares 78,368 Est. Cost $56.11 Unrealized +1.5%
CVS CVS CAREMARK CORPORATION 1.5%
Value ($000) $4,939 Shares 87,039 Est. Cost $41.44 Unrealized +3.2%
NOBLE ENERGY INC 1.4%
Value ($000) $4,826 Shares 72,018 Est. Cost $61.54 Unrealized
AON CORP 1.4%
Value ($000) $4,571 Shares 61,400 Est. Cost $64.35 Unrealized
PRAXAIR INC 1.3%
Value ($000) $4,436 Shares 36,906 Est. Cost $115.25 Unrealized
MCD MCDONALDS CORP 1.3%
Value ($000) $4,413 Shares 45,872 Est. Cost $71.80 Unrealized -1.7%
CLH CLEAN HARBORS INC 1.3%
Value ($000) $4,393 Shares 74,883 Est. Cost $55.74 Unrealized +0.1%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $4,363 Shares 35,913 Est. Cost $71.39 Unrealized +2.4%
KO COCA COLA CO 1.2%
Value ($000) $4,215 Shares 111,281 Est. Cost $27.85 Unrealized -3.9%
WMT WAL MART STORES INC 1.2%
Value ($000) $4,134 Shares 55,891 Est. Cost $19.98 Unrealized -1.0%
APACHE CORP 1.2%
Value ($000) $4,099 Shares 48,140 Est. Cost $83.91 Unrealized
KINDER MORGAN MANAGEMENT LLC 1.2%
Value ($000) $4,089 Shares 54,554 Est. Cost $83.41 Unrealized
TWENTY FIRST CENTY FOX INC 1.2%
Value ($000) $3,981 Shares 118,800 Est. Cost $33.51 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $3,877 Shares 20,934 Est. Cost $118.94 Unrealized -6.2%
AMGN AMGEN INC 1.1%
Value ($000) $3,829 Shares 34,210 Est. Cost $73.34 Unrealized +5.0%
ALPS ETF TR 1.1%
Value ($000) $3,770 Shares 214,351 Est. Cost $17.85 Unrealized
NKE NIKE INC 1.1%
Value ($000) $3,722 Shares 51,241 Est. Cost $26.53 Unrealized +5.3%
EXPRESS SCRIPTS INC 1.1%
Value ($000) $3,666 Shares 59,314 Est. Cost $61.74 Unrealized
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $3,633 Shares 115,611 Est. Cost $23.16 Unrealized +2.4%
LIBERTY GLOBAL INC 1.0%
Value ($000) $3,469 Shares 45,984 Est. Cost $68.38 Unrealized
COMCAST CORP NEW 1.0%
Value ($000) $3,362 Shares 77,550 Est. Cost $39.76 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $3,275 Shares 48,654 Est. Cost $45.06 Unrealized +3.3%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $3,203 Shares 44,732 Est. Cost $50.75 Unrealized +15.5%
CIMAREX ENERGY CO 0.9%
Value ($000) $3,183 Shares 33,019 Est. Cost $65.00 Unrealized
MS MORGAN STANLEY 0.9%
Value ($000) $3,167 Shares 117,500 Est. Cost $17.33 Unrealized +13.4%
SYK STRYKER CORP 0.9%
Value ($000) $2,993 Shares 44,277 Est. Cost $56.92 Unrealized +4.4%
YUM YUM BRANDS INC 0.9%
Value ($000) $2,981 Shares 41,761 Est. Cost $39.00 Unrealized +5.2%
T AT&T INC 0.9%
Value ($000) $2,962 Shares 87,592 Est. Cost $11.40 Unrealized -3.9%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $2,943 Shares 63,583 Est. Cost $28.67 Unrealized +1.9%
PWR QUANTA SVCS INC 0.9%
Value ($000) $2,943 Shares 106,975 Est. Cost $27.23 Unrealized -2.5%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $2,843 Shares 47,936 Est. Cost $44.38 Unrealized +0.4%
KRAFT FOODS INC 0.8%
Value ($000) $2,813 Shares 53,603 Est. Cost $55.88 Unrealized
E M C CORP MASS 0.8%
Value ($000) $2,806 Shares 109,798 Est. Cost $23.62 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $2,580 Shares 108,001 Est. Cost $23.19 Unrealized
MMM 3M CO 0.7%
Value ($000) $2,382 Shares 19,944 Est. Cost $61.26 Unrealized +7.7%
V VISA INC 0.7%
Value ($000) $2,378 Shares 12,443 Est. Cost $40.02 Unrealized +5.8%
PFE PFIZER INC 0.7%
Value ($000) $2,368 Shares 82,428 Est. Cost $16.46 Unrealized -0.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value ($000) $2,228 Shares 27,132 Est. Cost $29.64 Unrealized +11.0%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,169 Shares 33,520 Est. Cost $40.02 Unrealized +9.5%
COACH INC 0.6%
Value ($000) $2,015 Shares 36,955 Est. Cost $56.80 Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $1,980 Shares 48,730 Est. Cost $25.02 Unrealized +8.0%
ALLERGAN INC 0.6%
Value ($000) $1,957 Shares 21,640 Est. Cost $85.15 Unrealized
CHD CHURCH & DWIGHT INC 0.6%
Value ($000) $1,952 Shares 32,505 Est. Cost $26.11 Unrealized -0.7%
L LOEWS CORP 0.6%
Value ($000) $1,912 Shares 40,900 Est. Cost $42.19 Unrealized +2.5%
WRB BERKLEY W R CORP 0.5%
Value ($000) $1,854 Shares 43,250 Est. Cost $9.58 Unrealized -0.1%
UNP UNION PAC CORP 0.5%
Value ($000) $1,836 Shares 11,819 Est. Cost $57.12 Unrealized +5.3%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,833 Shares 22,865 Est. Cost $14.16 Unrealized +4.8%
PRECISION CASTPARTS CORP 0.5%
Value ($000) $1,781 Shares 7,836 Est. Cost $226.03 Unrealized
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $1,780 Shares 31,005 Est. Cost $43.38 Unrealized +7.4%
ANADARKO PETE CORP 0.5%
Value ($000) $1,779 Shares 19,133 Est. Cost $86.94 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,756 Shares 27,929 Est. Cost $36.61 Unrealized +13.4%
LIBERTY GLOBAL INC 0.5%
Value ($000) $1,735 Shares 21,864 Est. Cost $73.50 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,733 Shares 10,954 Est. Cost $120.06 Unrealized +5.9%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,705 Shares 72,755 Est. Cost $15.26 Unrealized +11.0%
AFL AFLAC INC 0.5%
Value ($000) $1,619 Shares 26,118 Est. Cost $20.19 Unrealized +11.2%
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $1,572 Shares 17,356 Est. Cost $56.98 Unrealized +10.0%
MONSANTO CO NEW 0.5%
Value ($000) $1,572 Shares 15,061 Est. Cost $98.80 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $1,562 Shares 21,140 Est. Cost $39.16 Unrealized +13.0%
FLS FLOWSERVE CORP 0.4%
Value ($000) $1,505 Shares 24,129 Est. Cost $43.03 Unrealized +7.1%
DISH NETWORK CORP 0.4%
Value ($000) $1,485 Shares 33,000 Est. Cost $42.80 Unrealized
VECO VEECO INSTRS INC DEL 0.4%
Value ($000) $1,471 Shares 39,508 Est. Cost $37.53 Unrealized -6.8%
HD HOME DEPOT INC 0.4%
Value ($000) $1,470 Shares 19,386 Est. Cost $56.13 Unrealized +3.1%
INTU INTUIT 0.4%
Value ($000) $1,450 Shares 21,869 Est. Cost $54.39 Unrealized +6.9%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $1,445 Shares 3,840 Est. Cost $55.09 Unrealized -19.8%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,384 Shares 16,595 Est. Cost $61.55 Unrealized +0.1%
ALTERA CORP 0.4%
Value ($000) $1,380 Shares 37,150 Est. Cost $33.00 Unrealized
AQUA AMERICA INC 0.4%
Value ($000) $1,366 Shares 55,253 Est. Cost $29.94 Unrealized
MORN MORNINGSTAR INC 0.4%
Value ($000) $1,197 Shares 15,105 Est. Cost $69.29 Unrealized +11.6%
CHINA MOBILE LIMITED 0.4%
Value ($000) $1,186 Shares 21,025 Est. Cost $51.78 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $1,180 Shares 25,410 Est. Cost $34.60 Unrealized +5.9%
PETSMART INC 0.3%
Value ($000) $1,163 Shares 15,245 Est. Cost $69.52 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $1,141 Shares 31,195 Est. Cost $22.59 Unrealized +7.8%
INTC INTEL CORP 0.3%
Value ($000) $1,129 Shares 49,258 Est. Cost $17.18 Unrealized -1.6%
FAST FASTENAL CO 0.3%
Value ($000) $1,091 Shares 21,709 Est. Cost $8.84 Unrealized -2.8%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $1,053 Shares 17,982 Est. Cost $52.86 Unrealized
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $1,051 Shares 11,681 Est. Cost $40.27 Unrealized +5.5%
JACOBS ENGR GROUP INC DEL 0.3%
Value ($000) $1,041 Shares 17,885 Est. Cost $55.23 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $967 Shares 12,811 Est. Cost $59.62 Unrealized +6.1%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $966 Shares 12,486 Est. Cost $8.50 Unrealized +2.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $958 Shares 13,789 Est. Cost $39.96 Unrealized +11.3%
LOW LOWES COS INC 0.3%
Value ($000) $920 Shares 19,325 Est. Cost $32.16 Unrealized +13.2%
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $895 Shares 13,429 Est. Cost $56.08 Unrealized +11.9%
NVS NOVARTIS A G 0.3%
Value ($000) $892 Shares 11,625 Est. Cost $70.71 Unrealized
POWERSHARES ETF TRUST 0.3%
Value ($000) $863 Shares 24,615 Est. Cost $28.88 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $852 Shares 18,249 Est. Cost $27.04 Unrealized -3.4%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $687 Shares 14,425 Est. Cost $30.02 Unrealized +3.2%
KINDER MORGAN ENERGY PARTNER 0.2%
Value ($000) $649 Shares 8,131 Est. Cost $85.46 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $645 Shares 8,911 Est. Cost $45.09 Unrealized +7.2%
CHICAGO BRIDGE & IRON CO N V 0.2%
Value ($000) $603 Shares 8,905 Est. Cost $59.67 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $580 Shares 11,222 Est. Cost $36.24 Unrealized +6.3%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $548 Shares 8,468 Est. Cost $28.13 Unrealized -1.8%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $530 Shares 11,915 Est. Cost $50.97 Unrealized -7.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $492 Shares 5,687 Est. Cost $49.85 Unrealized -5.0%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $487 Shares 6,170 Est. Cost $71.87 Unrealized
CITRIX SYS INC 0.1%
Value ($000) $484 Shares 6,852 Est. Cost $60.38 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $476 Shares 3,707 Est. Cost $101.75 Unrealized +10.3%
NEWS CORP 0.1%
Value ($000) $471 Shares 29,325 Est. Cost $32.58 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $468 Shares 10,469 Est. Cost $26.55 Unrealized +2.3%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $448 Shares 6,970 Est. Cost $54.04 Unrealized +9.5%
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $435 Shares 20,600 Est. Cost $18.82 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $423 Shares 17,950 Est. Cost $21.66 Unrealized
FIRST NIAGARA FINL GRP INC 0.1%
Value ($000) $420 Shares 40,465 Est. Cost $10.07 Unrealized
NORTHEAST UTILS 0.1%
Value ($000) $416 Shares 10,081 Est. Cost $42.05 Unrealized
UNITED FINANCIAL BANCORP INC 0.1%
Value ($000) $414 Shares 25,611 Est. Cost $15.15 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $404 Shares 4,036 Est. Cost $78.32 Unrealized +2.9%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $399 Shares 9,645 Est. Cost $27.36 Unrealized +10.3%
ABT ABBOTT LABS 0.1%
Value ($000) $393 Shares 11,844 Est. Cost $28.83 Unrealized -3.9%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $388 Shares 4,150 Est. Cost $57.97 Unrealized +2.2%
KSS KOHLS CORP 0.1%
Value ($000) $380 Shares 7,345 Est. Cost $49.59 Unrealized +5.3%
ROCKVILLE FINL INC NEW 0.1%
Value ($000) $355 Shares 27,314 Est. Cost $13.07 Unrealized
SEADRILL LIMITED 0.1%
Value ($000) $320 Shares 7,094 Est. Cost $40.76 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $280 Shares 10,150 Est. Cost $26.50 Unrealized +3.2%
UNFI UNITED NAT FOODS INC 0.1%
Value ($000) $277 Shares 4,120 Est. Cost $51.91 Unrealized +17.1%
GREEN MTN COFFEE ROASTERS IN 0.1%
Value ($000) $269 Shares 3,575 Est. Cost $75.11 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $268 Shares 7,357 Est. Cost $18.03 Unrealized -1.7%
BA BOEING CO 0.1%
Value ($000) $264 Shares 2,245 Est. Cost $80.37 Unrealized +13.9%
DRESSER-RAND GROUP INC 0.1%
Value ($000) $262 Shares 4,200 Est. Cost $60.00 Unrealized
CSX CSX CORP 0.1%
Value ($000) $257 Shares 9,995 Est. Cost $6.86 Unrealized 0.0%
TEX TEREX CORP NEW 0.1%
Value ($000) $252 Shares 7,514 Est. Cost $30.31 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $240 Shares 5,823 Est. Cost $26.74 Unrealized -5.3%
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $238 Shares 16,529 Est. Cost $14.88 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $205 Shares 6,600 Est. Cost $27.79 Unrealized 0.0%
ABIOMED INC 0.1%
Value ($000) $204 Shares 10,701 Est. Cost $21.40 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $182 Shares 13,202 Est. Cost $10.03 Unrealized +12.0%
FTEK FUEL TECH INC 0.0%
Value ($000) $137 Shares 31,475 Est. Cost $3.91 Unrealized +1.8%
MIDWAY GOLD CORP 0.0%
Value ($000) $16 Shares 16,500 Est. Cost $0.97 Unrealized
PARAMOUNT GOLD & SILVER CORP 0.0%
Value ($000) $15 Shares 11,600 Est. Cost $1.29 Unrealized