YHB Investment Advisors, Inc. Diversified Active

CIK: 0001469219 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 14, 2014

Total Value ($000): $416,530 (100.0% shares, 0.0% debt)

Holdings (154)

ECL ECOLAB INC 3.2%
Value ($000) $13,523 Shares 117,768 Est. Cost $73.76 Unrealized +34.6%
BERKSHIRE HATHAWAY INC DEL 3.1%
Value ($000) $13,029 Shares 94,320 Est. Cost $114.18 Unrealized
XOM EXXON MOBIL CORP 3.0%
Value ($000) $12,549 Shares 133,426 Est. Cost $53.96 Unrealized +14.0%
AAPL APPLE INC 2.9%
Value ($000) $12,197 Shares 121,064 Est. Cost $17.87 Unrealized +21.0%
PEP PEPSICO INC 2.6%
Value ($000) $10,990 Shares 118,061 Est. Cost $56.09 Unrealized +15.7%
TMO THERMO FISHER SCIENTIFIC INC 2.6%
Value ($000) $10,915 Shares 89,691 Est. Cost $82.27 Unrealized +42.7%
ORCL ORACLE CORP 2.5%
Value ($000) $10,299 Shares 269,054 Est. Cost $27.84 Unrealized +22.9%
MSFT MICROSOFT CORP 2.3%
Value ($000) $9,381 Shares 202,353 Est. Cost $27.17 Unrealized +38.6%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $8,437 Shares 79,893 Est. Cost $95.28 Unrealized
CELGENE CORP 1.9%
Value ($000) $7,841 Shares 82,724 Est. Cost $101.70 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $7,471 Shares 70,087 Est. Cost $60.43 Unrealized +25.1%
CVS CVS CAREMARK CORPORATION 1.7%
Value ($000) $7,221 Shares 90,724 Est. Cost $41.86 Unrealized +37.3%
DIS DISNEY WALT CO 1.7%
Value ($000) $7,054 Shares 79,229 Est. Cost $56.69 Unrealized +39.9%
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $6,655 Shares 65,446 Est. Cost $53.99 Unrealized +47.2%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $6,436 Shares 51,354 Est. Cost $87.15 Unrealized +11.4%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $6,309 Shares 75,345 Est. Cost $55.19 Unrealized +8.2%
DHR DANAHER CORP DEL 1.4%
Value ($000) $5,950 Shares 78,311 Est. Cost $25.32 Unrealized +23.1%
GOOGLE INC 1.3%
Value ($000) $5,513 Shares 9,369 Est. Cost $881.85 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $5,444 Shares 105,055 Est. Cost $36.39 Unrealized +2.8%
GOOGLE INC 1.3%
Value ($000) $5,358 Shares 9,281 Est. Cost $575.26 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $5,286 Shares 37,635 Est. Cost $74.24 Unrealized +27.3%
LIBERTY GLOBAL INC 1.3%
Value ($000) $5,212 Shares 127,082 Est. Cost $50.75 Unrealized
KO COCA COLA CO 1.2%
Value ($000) $5,115 Shares 119,904 Est. Cost $27.82 Unrealized +3.7%
AON CORP 1.2%
Value ($000) $5,048 Shares 57,575 Est. Cost $64.66 Unrealized
NOBLE ENERGY INC 1.2%
Value ($000) $5,017 Shares 73,390 Est. Cost $62.61 Unrealized
MCD MCDONALDS CORP 1.2%
Value ($000) $4,973 Shares 52,452 Est. Cost $71.75 Unrealized -0.7%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $4,835 Shares 40,524 Est. Cost $71.46 Unrealized +9.9%
NKE NIKE INC 1.1%
Value ($000) $4,744 Shares 53,185 Est. Cost $26.97 Unrealized +27.5%
EXPRESS SCRIPTS INC 1.1%
Value ($000) $4,581 Shares 64,857 Est. Cost $62.46 Unrealized
PRAXAIR INC 1.1%
Value ($000) $4,550 Shares 35,268 Est. Cost $116.21 Unrealized
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $4,257 Shares 124,248 Est. Cost $23.40 Unrealized +21.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,205 Shares 48,755 Est. Cost $51.63 Unrealized +36.3%
WMT WAL MART STORES INC 1.0%
Value ($000) $4,198 Shares 54,899 Est. Cost $19.98 Unrealized +1.6%
PWR QUANTA SVCS INC 1.0%
Value ($000) $4,118 Shares 113,477 Est. Cost $27.53 Unrealized +26.7%
CIMAREX ENERGY CO 1.0%
Value ($000) $4,076 Shares 32,217 Est. Cost $65.00 Unrealized
ANADARKO PETE CORP 1.0%
Value ($000) $4,057 Shares 39,992 Est. Cost $85.55 Unrealized
CLH CLEAN HARBORS INC 1.0%
Value ($000) $4,001 Shares 74,211 Est. Cost $55.72 Unrealized +5.5%
TWENTY FIRST CENTY FOX INC 1.0%
Value ($000) $3,991 Shares 116,400 Est. Cost $33.51 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $3,945 Shares 37,058 Est. Cost $40.49 Unrealized +68.0%
QCOM QUALCOMM INC 0.9%
Value ($000) $3,832 Shares 51,247 Est. Cost $45.56 Unrealized +21.6%
SYK STRYKER CORP 0.9%
Value ($000) $3,690 Shares 45,701 Est. Cost $57.56 Unrealized +25.0%
COMCAST CORP NEW 0.8%
Value ($000) $3,523 Shares 65,850 Est. Cost $39.92 Unrealized
KRAFT FOODS INC 0.8%
Value ($000) $3,507 Shares 62,175 Est. Cost $55.98 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $3,383 Shares 114,410 Est. Cost $16.82 Unrealized +3.7%
IBM INTERNATIONAL BUSINESS MACHINE 0.8%
Value ($000) $3,383 Shares 17,820 Est. Cost $118.94 Unrealized -3.9%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $3,324 Shares 50,967 Est. Cost $44.75 Unrealized +13.3%
ALPS ETF TR 0.8%
Value ($000) $3,315 Shares 172,904 Est. Cost $17.87 Unrealized
MS MORGAN STANLEY 0.8%
Value ($000) $3,311 Shares 95,775 Est. Cost $17.58 Unrealized +40.1%
T AT&T INC 0.8%
Value ($000) $3,195 Shares 90,655 Est. Cost $11.41 Unrealized +4.4%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $3,187 Shares 62,275 Est. Cost $28.67 Unrealized +19.4%
APACHE CORP 0.8%
Value ($000) $3,156 Shares 33,619 Est. Cost $83.91 Unrealized
USB US BANCORP DEL 0.8%
Value ($000) $3,156 Shares 75,449 Est. Cost $24.92 Unrealized +14.0%
UNP UNION PAC CORP 0.8%
Value ($000) $3,140 Shares 28,962 Est. Cost $66.89 Unrealized +20.1%
GENERAL ELECTRIC CO 0.7%
Value ($000) $3,109 Shares 121,353 Est. Cost $23.77 Unrealized
YUM YUM BRANDS INC 0.7%
Value ($000) $3,075 Shares 42,716 Est. Cost $39.14 Unrealized +9.6%
V VISA INC 0.7%
Value ($000) $3,043 Shares 14,260 Est. Cost $41.12 Unrealized +20.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value ($000) $2,950 Shares 65,902 Est. Cost $38.02 Unrealized +9.7%
MMM 3M CO 0.7%
Value ($000) $2,852 Shares 20,127 Est. Cost $62.15 Unrealized +34.3%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,688 Shares 28,629 Est. Cost $14.63 Unrealized +22.5%
E M C CORP MASS 0.6%
Value ($000) $2,525 Shares 86,310 Est. Cost $23.93 Unrealized
KINDER MORGAN MANAGEMENT LLC 0.6%
Value ($000) $2,505 Shares 26,610 Est. Cost $83.19 Unrealized
CHD CHURCH & DWIGHT INC 0.6%
Value ($000) $2,401 Shares 34,216 Est. Cost $26.21 Unrealized +11.5%
HD HOME DEPOT INC 0.6%
Value ($000) $2,308 Shares 25,160 Est. Cost $57.10 Unrealized +15.1%
PRECISION CASTPARTS CORP 0.5%
Value ($000) $2,202 Shares 9,296 Est. Cost $232.69 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $2,155 Shares 11,738 Est. Cost $120.77 Unrealized +16.4%
PAYX PAYCHEX INC 0.5%
Value ($000) $2,149 Shares 48,612 Est. Cost $25.28 Unrealized +17.6%
DISH NETWORK CORP 0.5%
Value ($000) $2,131 Shares 33,000 Est. Cost $43.80 Unrealized
INTU INTUIT 0.5%
Value ($000) $2,111 Shares 24,082 Est. Cost $55.79 Unrealized +35.7%
ALLERGAN INC 0.5%
Value ($000) $1,975 Shares 11,085 Est. Cost $91.49 Unrealized
VALEANT PHARMACEUTICALS INTL 0.5%
Value ($000) $1,950 Shares 14,865 Est. Cost $126.22 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,930 Shares 30,838 Est. Cost $40.34 Unrealized +18.4%
WRB BERKLEY W R CORP 0.5%
Value ($000) $1,906 Shares 39,869 Est. Cost $9.56 Unrealized +11.8%
MONSANTO CO NEW 0.5%
Value ($000) $1,882 Shares 16,731 Est. Cost $100.62 Unrealized
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,838 Shares 18,560 Est. Cost $63.09 Unrealized +25.7%
CME CME GROUP INC 0.4%
Value ($000) $1,819 Shares 22,745 Est. Cost $40.42 Unrealized +18.5%
FLS FLOWSERVE CORP 0.4%
Value ($000) $1,771 Shares 25,119 Est. Cost $43.42 Unrealized +37.2%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $1,751 Shares 24,400 Est. Cost $56.44 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,748 Shares 50,200 Est. Cost $17.58 Unrealized +46.5%
AFL AFLAC INC 0.4%
Value ($000) $1,733 Shares 29,757 Est. Cost $20.65 Unrealized +12.6%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $1,724 Shares 3,733 Est. Cost $54.51 Unrealized -8.9%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,714 Shares 19,665 Est. Cost $44.91 Unrealized +65.8%
AQUA AMERICA INC 0.4%
Value ($000) $1,564 Shares 66,458 Est. Cost $29.11 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,542 Shares 17,350 Est. Cost $88.88 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,411 Shares 14,133 Est. Cost $8.67 Unrealized +29.8%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $1,386 Shares 15,607 Est. Cost $57.13 Unrealized +17.2%
VECO VEECO INSTRS INC DEL 0.3%
Value ($000) $1,345 Shares 38,473 Est. Cost $37.45 Unrealized -6.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,318 Shares 52,378 Est. Cost $15.26 Unrealized +16.0%
ALTERA CORP 0.3%
Value ($000) $1,310 Shares 36,600 Est. Cost $33.03 Unrealized
NVS NOVARTIS A G 0.3%
Value ($000) $1,259 Shares 13,373 Est. Cost $72.81 Unrealized
L LOEWS CORP 0.3%
Value ($000) $1,242 Shares 29,801 Est. Cost $42.19 Unrealized -3.5%
FAST FASTENAL CO 0.3%
Value ($000) $1,211 Shares 26,969 Est. Cost $8.83 Unrealized -4.1%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,211 Shares 13,834 Est. Cost $60.73 Unrealized +26.0%
POWERSHARES ETF TRUST 0.3%
Value ($000) $1,138 Shares 24,615 Est. Cost $28.88 Unrealized
MORN MORNINGSTAR INC 0.3%
Value ($000) $1,122 Shares 16,525 Est. Cost $70.15 Unrealized -2.4%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,121 Shares 14,652 Est. Cost $40.72 Unrealized +39.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,117 Shares 22,339 Est. Cost $26.98 Unrealized +3.0%
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $1,098 Shares 22,238 Est. Cost $42.64 Unrealized +21.7%
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $1,053 Shares 15,227 Est. Cost $57.72 Unrealized +20.6%
LOW LOWES COS INC 0.2%
Value ($000) $1,033 Shares 19,525 Est. Cost $32.31 Unrealized +27.5%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $1,005 Shares 15,030 Est. Cost $27.73 Unrealized -0.2%
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $973 Shares 29,225 Est. Cost $32.87 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $923 Shares 16,290 Est. Cost $19.45 Unrealized +1.8%
LIBERTY GLOBAL INC 0.2%
Value ($000) $905 Shares 21,264 Est. Cost $73.50 Unrealized
JACOBS ENGR GROUP INC DEL 0.2%
Value ($000) $888 Shares 18,197 Est. Cost $55.50 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $847 Shares 16,324 Est. Cost $30.46 Unrealized +22.9%
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $840 Shares 8,736 Est. Cost $60.82 Unrealized +11.9%
CITRIX SYS INC 0.2%
Value ($000) $829 Shares 11,625 Est. Cost $61.59 Unrealized
UNITED FINANCIAL BANCORP INC 0.2%
Value ($000) $780 Shares 61,448 Est. Cost $14.22 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $767 Shares 20,767 Est. Cost $28.38 Unrealized +10.4%
ABBV ABBVIE INC 0.2%
Value ($000) $755 Shares 13,079 Est. Cost $28.04 Unrealized +25.4%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $730 Shares 12,315 Est. Cost $31.12 Unrealized +26.5%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $727 Shares 7,354 Est. Cost $74.52 Unrealized
COACH INC 0.2%
Value ($000) $721 Shares 20,236 Est. Cost $56.31 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $682 Shares 8,204 Est. Cost $45.33 Unrealized +24.1%
MCK MCKESSON CORP 0.2%
Value ($000) $681 Shares 3,496 Est. Cost $105.80 Unrealized +67.1%
CERNER CORP 0.1%
Value ($000) $620 Shares 10,402 Est. Cost $55.79 Unrealized
QCLN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $618 Shares 32,385 Est. Cost $20.34 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $567 Shares 19,340 Est. Cost $32.52 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $530 Shares 8,801 Est. Cost $37.87 Unrealized +13.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $502 Shares 4,415 Est. Cost $79.47 Unrealized +20.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $499 Shares 10,500 Est. Cost $33.48 Unrealized +8.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $496 Shares 5,949 Est. Cost $48.42 Unrealized -1.1%
ABT ABBOTT LABS 0.1%
Value ($000) $486 Shares 11,683 Est. Cost $29.10 Unrealized +17.2%
STARWOOD HOTELS&RESORTS WRLD 0.1%
Value ($000) $478 Shares 5,747 Est. Cost $79.59 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $471 Shares 8,507 Est. Cost $18.10 Unrealized +67.0%
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $452 Shares 19,850 Est. Cost $18.82 Unrealized
KEURIG GREEN MTN INC 0.1%
Value ($000) $444 Shares 3,415 Est. Cost $107.85 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.1%
Value ($000) $390 Shares 6,745 Est. Cost $59.67 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $351 Shares 4,656 Est. Cost $29.50 Unrealized +4.6%
DRESSER-RAND GROUP INC 0.1%
Value ($000) $340 Shares 4,132 Est. Cost $60.00 Unrealized
FIRST NIAGARA FINL GRP INC 0.1%
Value ($000) $337 Shares 40,465 Est. Cost $10.07 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $330 Shares 17,163 Est. Cost $19.13 Unrealized +5.2%
BA BOEING CO 0.1%
Value ($000) $326 Shares 2,561 Est. Cost $86.89 Unrealized +25.8%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $294 Shares 5,055 Est. Cost $54.40 Unrealized +17.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $282 Shares 3,346 Est. Cost $65.62 Unrealized +0.9%
CSX CSX CORP 0.1%
Value ($000) $282 Shares 8,795 Est. Cost $6.91 Unrealized +24.8%
TXT TEXTRON INC 0.1%
Value ($000) $281 Shares 7,805 Est. Cost $26.50 Unrealized +39.3%
KINDER MORGAN ENERGY PARTNER 0.1%
Value ($000) $278 Shares 2,975 Est. Cost $85.29 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $262 Shares 3,981 Est. Cost $54.84 Unrealized +23.4%
SO SOUTHERN CO 0.1%
Value ($000) $257 Shares 5,897 Est. Cost $26.75 Unrealized +1.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $254 Shares 2,725 Est. Cost $65.92 Unrealized +1.8%
UNFI UNITED NAT FOODS INC 0.1%
Value ($000) $253 Shares 4,120 Est. Cost $51.91 Unrealized +21.0%
ABIOMED INC 0.1%
Value ($000) $249 Shares 10,022 Est. Cost $21.47 Unrealized
TEX TEREX CORP NEW 0.1%
Value ($000) $239 Shares 7,514 Est. Cost $30.31 Unrealized +20.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $237 Shares 940 Est. Cost $211.37 Unrealized -3.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $236 Shares 354 Est. Cost $13.11 Unrealized 0.0%
NORTHEAST UTILS 0.1%
Value ($000) $235 Shares 5,299 Est. Cost $42.05 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $219 Shares 3,560 Est. Cost $11.95 Unrealized -11.3%
WHOLE FOODS MKT INC 0.1%
Value ($000) $217 Shares 5,695 Est. Cost $38.68 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $207 Shares 3,399 Est. Cost $49.65 Unrealized +14.0%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $202 Shares 13,932 Est. Cost $14.88 Unrealized
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $182 Shares 10,681 Est. Cost $10.22 Unrealized +23.0%
OGCP EMPIRE ST RLTY OP L P 0.0%
Value ($000) $169 Shares 11,451 Est. Cost $15.72 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $96 Shares 22,475 Est. Cost $3.91 Unrealized +22.3%