YHB Investment Advisors, Inc. Diversified Active

CIK: 0001469219 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 29, 2016

Total Value ($000): $441,117 (100.0% shares, 0.0% debt)

Holdings (160)

TMO THERMO FISHER SCIENTIFIC INC 3.1%
Value ($000) $13,738 Shares 96,848 Est. Cost $84.24 Unrealized +53.7%
ECL ECOLAB INC 3.1%
Value ($000) $13,654 Shares 119,377 Est. Cost $74.65 Unrealized +40.9%
AAPL APPLE INC 3.1%
Value ($000) $13,537 Shares 128,606 Est. Cost $18.34 Unrealized +40.3%
BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $12,669 Shares 95,950 Est. Cost $116.52 Unrealized
PEP PEPSICO INC 2.8%
Value ($000) $12,408 Shares 124,175 Est. Cost $56.46 Unrealized +30.1%
MSFT MICROSOFT CORP 2.7%
Value ($000) $11,766 Shares 212,081 Est. Cost $27.83 Unrealized +65.0%
ORCL ORACLE CORP 2.4%
Value ($000) $10,459 Shares 286,316 Est. Cost $28.32 Unrealized +15.9%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $9,952 Shares 127,671 Est. Cost $53.97 Unrealized -4.8%
GOOG ALPHABET INC 2.2%
Value ($000) $9,707 Shares 12,791 Est. Cost $35.61 Unrealized 0.0%
CELGENE CORP 2.1%
Value ($000) $9,234 Shares 77,102 Est. Cost $101.70 Unrealized
CVS CVS CAREMARK CORPORATION 2.0%
Value ($000) $8,982 Shares 91,868 Est. Cost $42.35 Unrealized +71.4%
GOOGL ALPHABET INC 2.0%
Value ($000) $8,780 Shares 11,285 Est. Cost $36.73 Unrealized 0.0%
DIS DISNEY WALT CO 2.0%
Value ($000) $8,655 Shares 82,370 Est. Cost $59.41 Unrealized +72.1%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $8,167 Shares 50,567 Est. Cost $88.03 Unrealized +50.9%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $8,027 Shares 83,550 Est. Cost $95.53 Unrealized
DHR DANAHER CORP DEL 1.8%
Value ($000) $7,901 Shares 85,069 Est. Cost $26.04 Unrealized +46.8%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7,430 Shares 72,333 Est. Cost $61.01 Unrealized +24.4%
NKE NIKE INC 1.5%
Value ($000) $6,751 Shares 108,016 Est. Cost $42.00 Unrealized +34.9%
AMGN AMGEN INC 1.5%
Value ($000) $6,539 Shares 40,281 Est. Cost $76.59 Unrealized +52.1%
AMZN AMAZON COM INC 1.5%
Value ($000) $6,420 Shares 9,498 Est. Cost $16.23 Unrealized +94.2%
EXPRESS SCRIPTS INC 1.5%
Value ($000) $6,407 Shares 73,301 Est. Cost $65.19 Unrealized
V VISA INC 1.4%
Value ($000) $6,366 Shares 82,085 Est. Cost $59.37 Unrealized +21.6%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,176 Shares 77,768 Est. Cost $55.56 Unrealized +4.3%
MDLZ MONDELEZ INTL INC 1.4%
Value ($000) $5,981 Shares 133,380 Est. Cost $23.93 Unrealized +48.2%
C CITIGROUP INC 1.3%
Value ($000) $5,695 Shares 110,050 Est. Cost $36.59 Unrealized +8.3%
AON CORP 1.2%
Value ($000) $5,374 Shares 58,275 Est. Cost $66.05 Unrealized
LIBERTY GLOBAL INC 1.2%
Value ($000) $5,226 Shares 128,172 Est. Cost $46.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.2%
Value ($000) $5,127 Shares 85,424 Est. Cost $41.80 Unrealized +36.7%
KHC KRAFT HEINZ CO 1.2%
Value ($000) $5,113 Shares 70,266 Est. Cost $47.05 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $4,970 Shares 49,114 Est. Cost $48.57 Unrealized +50.1%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $4,907 Shares 70,344 Est. Cost $54.93 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $4,864 Shares 41,350 Est. Cost $52.29 Unrealized +89.9%
MCD MCDONALDS CORP 1.1%
Value ($000) $4,859 Shares 41,129 Est. Cost $71.75 Unrealized +21.6%
GENERAL ELECTRIC CO 1.1%
Value ($000) $4,704 Shares 151,008 Est. Cost $24.11 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $4,347 Shares 134,660 Est. Cost $17.26 Unrealized +18.0%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $4,331 Shares 62,963 Est. Cost $29.44 Unrealized +58.6%
SYK STRYKER CORP 1.0%
Value ($000) $4,320 Shares 46,486 Est. Cost $57.56 Unrealized +48.1%
TWENTY FIRST CENTY FOX INC 1.0%
Value ($000) $4,259 Shares 156,812 Est. Cost $32.55 Unrealized
USB US BANCORP DEL 1.0%
Value ($000) $4,200 Shares 98,436 Est. Cost $26.03 Unrealized +13.7%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $3,414 Shares 51,245 Est. Cost $44.86 Unrealized +17.1%
HD HOME DEPOT INC 0.8%
Value ($000) $3,342 Shares 25,271 Est. Cost $58.72 Unrealized +70.3%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,292 Shares 49,862 Est. Cost $44.42 Unrealized +11.8%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,287 Shares 36,538 Est. Cost $71.46 Unrealized -18.2%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $3,233 Shares 31,116 Est. Cost $15.09 Unrealized +29.2%
CHD CHURCH & DWIGHT INC 0.7%
Value ($000) $3,185 Shares 37,528 Est. Cost $27.06 Unrealized +38.6%
PAYX PAYCHEX INC 0.7%
Value ($000) $3,158 Shares 59,717 Est. Cost $27.24 Unrealized +41.5%
DISH NETWORK CORP 0.7%
Value ($000) $3,032 Shares 53,025 Est. Cost $53.44 Unrealized
YUM YUM BRANDS INC 0.7%
Value ($000) $2,925 Shares 40,047 Est. Cost $39.71 Unrealized +9.0%
INTU INTUIT 0.6%
Value ($000) $2,749 Shares 28,483 Est. Cost $61.09 Unrealized +46.3%
T AT&T INC 0.6%
Value ($000) $2,746 Shares 79,815 Est. Cost $11.48 Unrealized +8.3%
CIMAREX ENERGY CO 0.6%
Value ($000) $2,710 Shares 30,322 Est. Cost $66.48 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $2,640 Shares 43,974 Est. Cost $43.43 Unrealized +13.8%
KO COCA COLA CO 0.6%
Value ($000) $2,636 Shares 61,354 Est. Cost $27.82 Unrealized +10.9%
ABBV ABBVIE INC 0.6%
Value ($000) $2,570 Shares 43,383 Est. Cost $37.75 Unrealized +0.6%
UNP UNION PAC CORP 0.6%
Value ($000) $2,552 Shares 32,631 Est. Cost $68.38 Unrealized -0.1%
VALEANT PHARMACEUTICALS INTL 0.6%
Value ($000) $2,494 Shares 24,531 Est. Cost $119.23 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $2,327 Shares 28,629 Est. Cost $81.40 Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $2,247 Shares 31,686 Est. Cost $28.46 Unrealized +8.6%
MS MORGAN STANLEY 0.5%
Value ($000) $2,213 Shares 69,582 Est. Cost $17.58 Unrealized +42.2%
MMM 3M CO 0.5%
Value ($000) $2,209 Shares 14,667 Est. Cost $62.75 Unrealized +46.8%
WHITEWAVE FOODS CO 0.5%
Value ($000) $2,198 Shares 56,490 Est. Cost $43.52 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $2,177 Shares 24,026 Est. Cost $41.99 Unrealized +50.0%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $2,123 Shares 11,779 Est. Cost $122.07 Unrealized +23.8%
NOBLE ENERGY INC 0.5%
Value ($000) $2,113 Shares 64,168 Est. Cost $60.86 Unrealized
PRAXAIR INC 0.5%
Value ($000) $2,076 Shares 20,272 Est. Cost $116.57 Unrealized
PRECISION CASTPARTS CORP 0.5%
Value ($000) $2,056 Shares 8,862 Est. Cost $226.81 Unrealized
APH AMPHENOL CORP NEW 0.5%
Value ($000) $2,056 Shares 39,362 Est. Cost $10.75 Unrealized +12.9%
WRB BERKLEY W R CORP 0.5%
Value ($000) $2,006 Shares 36,644 Est. Cost $9.60 Unrealized +35.2%
AQUA AMERICA INC 0.4%
Value ($000) $1,981 Shares 66,488 Est. Cost $28.98 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,950 Shares 35,876 Est. Cost $36.14 Unrealized +13.0%
BAC BANK OF AMERICA CORPORATION 0.4%
Value ($000) $1,941 Shares 115,346 Est. Cost $12.94 Unrealized +4.8%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $1,932 Shares 3,538 Est. Cost $54.57 Unrealized +2.9%
MKC MCCORMICK & CO INC 0.4%
Value ($000) $1,866 Shares 21,806 Est. Cost $29.03 Unrealized +19.9%
ANADARKO PETE CORP 0.4%
Value ($000) $1,851 Shares 38,112 Est. Cost $85.12 Unrealized
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $1,833 Shares 27,523 Est. Cost $60.15 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $1,696 Shares 37,768 Est. Cost $34.90 Unrealized +4.7%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $1,643 Shares 11,535 Est. Cost $45.67 Unrealized +159.8%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $1,608 Shares 15,065 Est. Cost $57.45 Unrealized +41.2%
ALLERGAN PLC 0.4%
Value ($000) $1,604 Shares 5,133 Est. Cost $304.04 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,565 Shares 45,438 Est. Cost $17.58 Unrealized +51.6%
AFL AFLAC INC 0.3%
Value ($000) $1,468 Shares 24,503 Est. Cost $20.65 Unrealized +18.8%
COMCAST CORP NEW 0.3%
Value ($000) $1,463 Shares 25,931 Est. Cost $41.89 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,447 Shares 53,299 Est. Cost $15.47 Unrealized +30.4%
MORN MORNINGSTAR INC 0.3%
Value ($000) $1,439 Shares 17,900 Est. Cost $70.27 Unrealized +15.3%
LOW LOWES COS INC 0.3%
Value ($000) $1,395 Shares 18,346 Est. Cost $32.31 Unrealized +91.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $1,385 Shares 10,063 Est. Cost $116.72 Unrealized -25.0%
CITRIX SYS INC 0.3%
Value ($000) $1,324 Shares 17,505 Est. Cost $63.84 Unrealized
SUNTRUST BKS INC 0.3%
Value ($000) $1,268 Shares 29,605 Est. Cost $42.83 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,264 Shares 34,906 Est. Cost $35.74 Unrealized -1.5%
POWERSHARES ETF TRUST 0.3%
Value ($000) $1,236 Shares 24,465 Est. Cost $28.88 Unrealized
MONSANTO CO NEW 0.3%
Value ($000) $1,215 Shares 12,333 Est. Cost $101.03 Unrealized
CLH CLEAN HARBORS INC 0.3%
Value ($000) $1,196 Shares 28,720 Est. Cost $55.72 Unrealized -22.0%
FAST FASTENAL CO 0.3%
Value ($000) $1,166 Shares 28,568 Est. Cost $8.75 Unrealized -13.9%
NVS NOVARTIS A G 0.3%
Value ($000) $1,143 Shares 13,286 Est. Cost $73.55 Unrealized
EBAY EBAY INC 0.3%
Value ($000) $1,129 Shares 41,086 Est. Cost $21.44 Unrealized +14.6%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,062 Shares 6,895 Est. Cost $93.57 Unrealized +31.9%
ZTS ZOETIS INC 0.2%
Value ($000) $1,034 Shares 21,570 Est. Cost $30.05 Unrealized +38.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,028 Shares 14,777 Est. Cost $61.65 Unrealized +2.0%
WMT WAL MART STORES INC 0.2%
Value ($000) $1,023 Shares 16,686 Est. Cost $19.57 Unrealized -15.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,007 Shares 67,498 Est. Cost $21.90 Unrealized -34.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $979 Shares 21,174 Est. Cost $27.05 Unrealized -0.5%
STARWOOD HOTELS&RESORTS WRLD 0.2%
Value ($000) $965 Shares 13,922 Est. Cost $69.31 Unrealized
FLS FLOWSERVE CORP 0.2%
Value ($000) $919 Shares 21,844 Est. Cost $43.70 Unrealized -17.5%
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $914 Shares 33,550 Est. Cost $32.61 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $900 Shares 4,564 Est. Cost $126.99 Unrealized +37.4%
KRAFT FOODS INC 0.2%
Value ($000) $867 Shares 20,464 Est. Cost $58.89 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $845 Shares 21,566 Est. Cost $42.64 Unrealized -5.1%
CERNER CORP 0.2%
Value ($000) $821 Shares 13,649 Est. Cost $60.27 Unrealized
ABIOMED INC 0.2%
Value ($000) $803 Shares 8,891 Est. Cost $21.47 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $785 Shares 16,410 Est. Cost $40.34 Unrealized -9.5%
DISCOVERY COMMUNICATNS NEW 0.2%
Value ($000) $742 Shares 27,801 Est. Cost $34.42 Unrealized
E M C CORP MASS 0.2%
Value ($000) $741 Shares 28,858 Est. Cost $24.23 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $686 Shares 12,992 Est. Cost $32.47 Unrealized +13.2%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $673 Shares 9,905 Est. Cost $63.34 Unrealized -13.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $665 Shares 14,249 Est. Cost $41.08 Unrealized -6.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $634 Shares 11,872 Est. Cost $34.33 Unrealized +27.9%
PWR QUANTA SVCS INC 0.1%
Value ($000) $615 Shares 30,385 Est. Cost $27.53 Unrealized -23.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $614 Shares 7,249 Est. Cost $46.30 Unrealized +49.3%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $580 Shares 11,180 Est. Cost $57.72 Unrealized -3.6%
L LOEWS CORP 0.1%
Value ($000) $503 Shares 13,104 Est. Cost $42.19 Unrealized -15.9%
UNITED FINANCIAL BANCORP INC 0.1%
Value ($000) $488 Shares 37,925 Est. Cost $14.22 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $450 Shares 9,621 Est. Cost $27.46 Unrealized +7.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $428 Shares 5,993 Est. Cost $50.99 Unrealized -9.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $422 Shares 6,233 Est. Cost $46.49 Unrealized -4.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $406 Shares 8,116 Est. Cost $45.88 Unrealized -12.8%
QCLN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $404 Shares 25,180 Est. Cost $20.19 Unrealized
OGCP EMPIRE ST RLTY OP L P 0.1%
Value ($000) $385 Shares 21,474 Est. Cost $16.64 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $384 Shares 4,364 Est. Cost $48.42 Unrealized +8.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $382 Shares 3,001 Est. Cost $76.51 Unrealized +11.1%
POWERSHARES ETF TRUST 0.1%
Value ($000) $378 Shares 12,865 Est. Cost $32.38 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $376 Shares 17,941 Est. Cost $18.82 Unrealized
BA BOEING CO 0.1%
Value ($000) $363 Shares 2,512 Est. Cost $89.21 Unrealized +44.5%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $356 Shares 5,264 Est. Cost $60.67 Unrealized -11.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $335 Shares 3,615 Est. Cost $66.63 Unrealized +7.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $325 Shares 5,579 Est. Cost $24.42 Unrealized +20.7%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $324 Shares 3,788 Est. Cost $12.50 Unrealized +21.6%
VIACOM INC NEW 0.1%
Value ($000) $313 Shares 7,603 Est. Cost $64.24 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $307 Shares 7,300 Est. Cost $26.50 Unrealized +53.7%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $300 Shares 5,143 Est. Cost $38.47 Unrealized +3.0%
PINNACLE FOODS INC DEL 0.1%
Value ($000) $291 Shares 6,860 Est. Cost $40.94 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $284 Shares 592 Est. Cost $13.23 Unrealized -7.6%
MEDTRONIC INC 0.1%
Value ($000) $278 Shares 3,620 Est. Cost $72.91 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $273 Shares 3,866 Est. Cost $37.20 Unrealized +22.3%
LIBERTY GLOBAL INC 0.1%
Value ($000) $272 Shares 6,322 Est. Cost $50.75 Unrealized
CAC CAMDEN NATL CORP 0.1%
Value ($000) $271 Shares 6,150 Est. Cost $19.89 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $267 Shares 2,575 Est. Cost $66.24 Unrealized +12.1%
SJM SMUCKER J M CO 0.1%
Value ($000) $251 Shares 2,039 Est. Cost $72.97 Unrealized +20.5%
AETNA INC NEW 0.1%
Value ($000) $238 Shares 2,200 Est. Cost $106.36 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $231 Shares 2,203 Est. Cost $102.01 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $228 Shares 14,115 Est. Cost $14.90 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $227 Shares 3,945 Est. Cost $36.85 Unrealized +9.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $225 Shares 2,669 Est. Cost $63.72 Unrealized +9.4%
FISV FISERV INC 0.1%
Value ($000) $222 Shares 2,428 Est. Cost $40.21 Unrealized +16.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $222 Shares 1,967 Est. Cost $88.89 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $217 Shares 4,245 Est. Cost $33.81 Unrealized +6.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $209 Shares 1,198 Est. Cost $140.57 Unrealized +23.0%
DOW CHEM CO 0.0%
Value ($000) $205 Shares 3,981 Est. Cost $51.49 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $199 Shares 13,303 Est. Cost $19.00 Unrealized -15.1%
FISK EMPIRE ST RLTY OP L P 0.0%
Value ($000) $196 Shares 10,937 Est. Cost $17.37 Unrealized
ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $4 Shares 14,000 Est. Cost $0.29 Unrealized