YHB Investment Advisors, Inc. Diversified Active

CIK: 0001469219 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 22, 2016

Total Value ($000): $454,741 (100.0% shares, 0.0% debt)

Holdings (165)

BERKSHIRE HATHAWAY INC DEL 3.2%
Value ($000) $14,776 Shares 102,050 Est. Cost $125.12 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 3.2%
Value ($000) $14,337 Shares 97,028 Est. Cost $95.20 Unrealized +50.8%
ECL ECOLAB INC 2.9%
Value ($000) $13,185 Shares 111,175 Est. Cost $81.36 Unrealized +29.0%
PEP PEPSICO INC 2.8%
Value ($000) $12,826 Shares 121,070 Est. Cost $60.10 Unrealized +28.3%
MSFT MICROSOFT CORP 2.7%
Value ($000) $12,227 Shares 238,947 Est. Cost $33.98 Unrealized +35.3%
AAPL APPLE INC 2.6%
Value ($000) $11,934 Shares 124,834 Est. Cost $18.34 Unrealized +23.3%
ORCL ORACLE CORP 2.6%
Value ($000) $11,627 Shares 284,068 Est. Cost $30.73 Unrealized +12.5%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $11,539 Shares 123,093 Est. Cost $54.14 Unrealized +6.9%
CVS CVS CAREMARK CORPORATION 2.0%
Value ($000) $8,939 Shares 93,368 Est. Cost $44.05 Unrealized +69.1%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $8,827 Shares 72,768 Est. Cost $62.25 Unrealized +39.8%
DHR DANAHER CORP DEL 1.9%
Value ($000) $8,790 Shares 87,031 Est. Cost $26.71 Unrealized +50.1%
GOOG ALPHABET INC 1.9%
Value ($000) $8,552 Shares 12,356 Est. Cost $35.62 Unrealized +0.1%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $8,545 Shares 83,327 Est. Cost $95.82 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $8,529 Shares 11,919 Est. Cost $24.77 Unrealized +36.5%
DIS DISNEY WALT CO 1.8%
Value ($000) $8,119 Shares 83,004 Est. Cost $60.87 Unrealized +51.4%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $7,838 Shares 49,913 Est. Cost $90.63 Unrealized +41.3%
GOOGL ALPHABET INC 1.7%
Value ($000) $7,763 Shares 11,034 Est. Cost $36.69 Unrealized -0.7%
CELGENE CORP 1.6%
Value ($000) $7,299 Shares 74,004 Est. Cost $101.57 Unrealized
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $6,800 Shares 80,312 Est. Cost $55.77 Unrealized +13.6%
V VISA INC 1.4%
Value ($000) $6,492 Shares 87,525 Est. Cost $60.18 Unrealized +21.7%
AMGN AMGEN INC 1.4%
Value ($000) $6,277 Shares 41,258 Est. Cost $79.38 Unrealized +47.0%
AON CORP 1.4%
Value ($000) $6,232 Shares 57,050 Est. Cost $91.67 Unrealized
MDLZ MONDELEZ INTL INC 1.3%
Value ($000) $6,032 Shares 132,535 Est. Cost $28.54 Unrealized +22.1%
NKE NIKE INC 1.3%
Value ($000) $5,940 Shares 107,604 Est. Cost $42.23 Unrealized +19.2%
EXPRESS SCRIPTS INC 1.3%
Value ($000) $5,839 Shares 77,032 Est. Cost $65.49 Unrealized
KHC KRAFT HEINZ CO 1.3%
Value ($000) $5,727 Shares 64,725 Est. Cost $47.05 Unrealized +13.9%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $5,691 Shares 71,969 Est. Cost $55.19 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $5,652 Shares 40,030 Est. Cost $90.49 Unrealized +26.2%
SYK STRYKER CORP 1.2%
Value ($000) $5,538 Shares 46,219 Est. Cost $58.27 Unrealized +72.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.1%
Value ($000) $5,126 Shares 89,558 Est. Cost $42.87 Unrealized +25.0%
GENERAL ELECTRIC CO 1.1%
Value ($000) $4,911 Shares 156,012 Est. Cost $24.34 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $4,899 Shares 139,128 Est. Cost $17.34 Unrealized +21.4%
MCD MCDONALDS CORP 1.1%
Value ($000) $4,841 Shares 40,227 Est. Cost $71.75 Unrealized +38.2%
C CITIGROUP INC 1.0%
Value ($000) $4,729 Shares 111,558 Est. Cost $34.59 Unrealized -4.3%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $4,414 Shares 60,008 Est. Cost $31.13 Unrealized +62.2%
HD HOME DEPOT INC 1.0%
Value ($000) $4,401 Shares 34,463 Est. Cost $71.22 Unrealized +47.4%
TWENTY FIRST CENTY FOX INC 0.9%
Value ($000) $4,090 Shares 151,212 Est. Cost $29.51 Unrealized
USB US BANCORP DEL 0.9%
Value ($000) $4,078 Shares 101,104 Est. Cost $26.10 Unrealized +11.8%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $3,868 Shares 46,362 Est. Cost $48.57 Unrealized +29.2%
CHD CHURCH & DWIGHT INC 0.8%
Value ($000) $3,864 Shares 37,557 Est. Cost $27.43 Unrealized +55.2%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $3,850 Shares 29,526 Est. Cost $15.09 Unrealized +55.7%
PAYX PAYCHEX INC 0.8%
Value ($000) $3,738 Shares 62,820 Est. Cost $27.71 Unrealized +45.0%
LIBERTY GLOBAL PLC 0.8%
Value ($000) $3,707 Shares 129,372 Est. Cost $28.65 Unrealized
CIMAREX ENERGY CO 0.8%
Value ($000) $3,512 Shares 29,434 Est. Cost $70.23 Unrealized
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $3,511 Shares 47,963 Est. Cost $45.50 Unrealized +25.0%
WHITEWAVE FOODS CO 0.8%
Value ($000) $3,479 Shares 74,125 Est. Cost $43.01 Unrealized
INTU INTUIT 0.8%
Value ($000) $3,439 Shares 30,808 Est. Cost $63.38 Unrealized +53.4%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $3,423 Shares 32,654 Est. Cost $71.38 Unrealized -6.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,270 Shares 52,625 Est. Cost $45.81 Unrealized +5.5%
DISH NETWORK CORP 0.7%
Value ($000) $3,174 Shares 60,575 Est. Cost $52.86 Unrealized
T AT&T INC 0.7%
Value ($000) $3,148 Shares 72,858 Est. Cost $11.92 Unrealized +26.8%
YUM YUM BRANDS INC 0.7%
Value ($000) $3,085 Shares 37,208 Est. Cost $39.71 Unrealized +24.6%
SBUX STARBUCKS CORP 0.7%
Value ($000) $2,994 Shares 52,424 Est. Cost $44.04 Unrealized +5.5%
UNP UNION PAC CORP 0.7%
Value ($000) $2,977 Shares 34,118 Est. Cost $68.16 Unrealized +0.1%
KO COCA COLA CO 0.6%
Value ($000) $2,750 Shares 60,673 Est. Cost $30.76 Unrealized +8.3%
TJX TJX COS INC NEW 0.6%
Value ($000) $2,689 Shares 34,821 Est. Cost $28.86 Unrealized +15.5%
ABBV ABBVIE INC 0.6%
Value ($000) $2,688 Shares 43,425 Est. Cost $37.74 Unrealized +8.5%
MMM 3M CO 0.6%
Value ($000) $2,521 Shares 14,395 Est. Cost $74.19 Unrealized +38.1%
MKC MCCORMICK & CO INC 0.5%
Value ($000) $2,475 Shares 23,206 Est. Cost $29.68 Unrealized +37.0%
APH AMPHENOL CORP NEW 0.5%
Value ($000) $2,411 Shares 42,058 Est. Cost $10.89 Unrealized +20.6%
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $2,370 Shares 3,583 Est. Cost $54.74 Unrealized +28.6%
CME CME GROUP INC 0.5%
Value ($000) $2,366 Shares 24,291 Est. Cost $41.99 Unrealized +56.8%
AQUA AMERICA INC 0.5%
Value ($000) $2,193 Shares 61,496 Est. Cost $28.98 Unrealized
NOBLE ENERGY INC 0.5%
Value ($000) $2,191 Shares 61,068 Est. Cost $47.34 Unrealized
WRB BERKLEY W R CORP 0.5%
Value ($000) $2,146 Shares 35,819 Est. Cost $11.86 Unrealized +12.0%
STARWOOD HOTELS&RESORTS WRLD 0.5%
Value ($000) $2,113 Shares 28,572 Est. Cost $72.16 Unrealized
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $2,084 Shares 18,735 Est. Cost $60.93 Unrealized +42.0%
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $2,054 Shares 43,404 Est. Cost $36.32 Unrealized +2.5%
PRAXAIR INC 0.4%
Value ($000) $2,024 Shares 18,011 Est. Cost $116.25 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,972 Shares 54,003 Est. Cost $35.98 Unrealized +6.0%
SUNTRUST BKS INC 0.4%
Value ($000) $1,969 Shares 47,920 Est. Cost $41.09 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $1,813 Shares 69,782 Est. Cost $19.30 Unrealized +3.1%
AFL AFLAC INC 0.4%
Value ($000) $1,778 Shares 24,638 Est. Cost $20.78 Unrealized +31.3%
ANADARKO PETE CORP 0.4%
Value ($000) $1,764 Shares 33,124 Est. Cost $78.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,758 Shares 11,834 Est. Cost $125.56 Unrealized +1.9%
COMCAST CORP NEW 0.4%
Value ($000) $1,628 Shares 24,974 Est. Cost $41.89 Unrealized
WMT WAL MART STORES INC 0.3%
Value ($000) $1,588 Shares 21,747 Est. Cost $19.56 Unrealized -0.2%
CITRIX SYS INC 0.3%
Value ($000) $1,554 Shares 19,405 Est. Cost $65.30 Unrealized
BAC BANK OF AMERICA CORPORATION 0.3%
Value ($000) $1,545 Shares 116,414 Est. Cost $12.30 Unrealized -7.8%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,487 Shares 8,770 Est. Cost $100.20 Unrealized +38.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,477 Shares 51,494 Est. Cost $16.49 Unrealized +26.5%
MORN MORNINGSTAR INC 0.3%
Value ($000) $1,452 Shares 17,761 Est. Cost $70.27 Unrealized +18.9%
LOW LOWES COS INC 0.3%
Value ($000) $1,446 Shares 18,270 Est. Cost $40.00 Unrealized +62.0%
ABT ABBOTT LABS 0.3%
Value ($000) $1,434 Shares 36,478 Est. Cost $34.90 Unrealized -4.4%
IMPERVA INC 0.3%
Value ($000) $1,410 Shares 32,790 Est. Cost $43.00 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,408 Shares 75,219 Est. Cost $20.28 Unrealized -46.2%
FAST FASTENAL CO 0.3%
Value ($000) $1,394 Shares 31,398 Est. Cost $8.76 Unrealized +1.2%
INTC INTEL CORP 0.3%
Value ($000) $1,346 Shares 41,028 Est. Cost $17.84 Unrealized +40.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,330 Shares 23,812 Est. Cost $27.84 Unrealized +13.1%
CLH CLEAN HARBORS INC 0.3%
Value ($000) $1,288 Shares 24,715 Est. Cost $55.72 Unrealized -10.2%
ALLERGAN PLC 0.2%
Value ($000) $1,132 Shares 4,899 Est. Cost $304.04 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,131 Shares 23,830 Est. Cost $31.27 Unrealized +40.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,131 Shares 17,012 Est. Cost $60.56 Unrealized +1.3%
EBAY EBAY INC 0.2%
Value ($000) $1,100 Shares 46,971 Est. Cost $21.46 Unrealized +0.0%
MONSANTO CO NEW 0.2%
Value ($000) $1,074 Shares 10,388 Est. Cost $101.38 Unrealized
NVS NOVARTIS A G 0.2%
Value ($000) $1,039 Shares 12,592 Est. Cost $73.55 Unrealized
ABIOMED INC 0.2%
Value ($000) $1,002 Shares 9,167 Est. Cost $28.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $995 Shares 6,557 Est. Cost $116.72 Unrealized -18.5%
MCK MCKESSON CORP 0.2%
Value ($000) $981 Shares 5,258 Est. Cost $130.24 Unrealized +24.9%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $934 Shares 5,644 Est. Cost $135.53 Unrealized 0.0%
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $931 Shares 34,175 Est. Cost $30.44 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $919 Shares 8,170 Est. Cost $74.45 Unrealized +17.8%
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $910 Shares 21,192 Est. Cost $42.64 Unrealized +2.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $870 Shares 14,318 Est. Cost $61.49 Unrealized -10.2%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $842 Shares 14,624 Est. Cost $35.57 Unrealized +11.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $833 Shares 12,570 Est. Cost $35.03 Unrealized +44.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $806 Shares 15,460 Est. Cost $40.59 Unrealized +2.4%
POWERSHARES ETF TRUST 0.2%
Value ($000) $774 Shares 20,915 Est. Cost $29.72 Unrealized
CERNER CORP 0.2%
Value ($000) $761 Shares 12,984 Est. Cost $60.14 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $761 Shares 10,325 Est. Cost $53.73 Unrealized +10.7%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $754 Shares 11,639 Est. Cost $60.31 Unrealized
VIACOM INC NEW 0.2%
Value ($000) $751 Shares 18,107 Est. Cost $50.95 Unrealized
PINNACLE FOODS INC DEL 0.2%
Value ($000) $698 Shares 15,070 Est. Cost $42.97 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $651 Shares 7,089 Est. Cost $46.30 Unrealized +55.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $627 Shares 7,890 Est. Cost $81.40 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $595 Shares 20,464 Est. Cost $29.08 Unrealized
UNITED FINANCIAL BANCORP INC 0.1%
Value ($000) $492 Shares 37,925 Est. Cost $14.22 Unrealized
L LOEWS CORP 0.1%
Value ($000) $489 Shares 11,904 Est. Cost $37.95 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $486 Shares 8,222 Est. Cost $57.72 Unrealized +4.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $468 Shares 10,727 Est. Cost $39.34 Unrealized -16.6%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $465 Shares 5,966 Est. Cost $46.49 Unrealized +2.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $459 Shares 5,348 Est. Cost $50.99 Unrealized +5.5%
SO SOUTHERN CO 0.1%
Value ($000) $456 Shares 8,497 Est. Cost $27.46 Unrealized +22.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $412 Shares 4,047 Est. Cost $49.39 Unrealized +24.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $405 Shares 5,878 Est. Cost $26.66 Unrealized +24.6%
OGCP EMPIRE ST RLTY OP L P 0.1%
Value ($000) $402 Shares 21,474 Est. Cost $16.64 Unrealized
FLS FLOWSERVE CORP 0.1%
Value ($000) $399 Shares 8,844 Est. Cost $43.70 Unrealized -11.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $398 Shares 2,895 Est. Cost $76.51 Unrealized +22.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $397 Shares 3,815 Est. Cost $68.66 Unrealized +21.3%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $386 Shares 5,109 Est. Cost $60.25 Unrealized -5.8%
POWERSHARES GLOBAL ETF TRUST 0.1%
Value ($000) $381 Shares 17,641 Est. Cost $18.82 Unrealized
DOW CHEM CO 0.1%
Value ($000) $359 Shares 7,231 Est. Cost $50.87 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $354 Shares 5,045 Est. Cost $38.47 Unrealized +21.2%
POST POST HLDGS INC 0.1%
Value ($000) $351 Shares 4,250 Est. Cost $48.36 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $344 Shares 3,771 Est. Cost $13.38 Unrealized +19.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $340 Shares 11,616 Est. Cost $29.27 Unrealized
DISCOVERY COMMUNICATNS NEW 0.1%
Value ($000) $322 Shares 12,751 Est. Cost $33.63 Unrealized
BA BOEING CO 0.1%
Value ($000) $321 Shares 2,472 Est. Cost $89.56 Unrealized +32.4%
RED HAT INC 0.1%
Value ($000) $302 Shares 4,166 Est. Cost $72.49 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $298 Shares 3,434 Est. Cost $63.51 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $297 Shares 5,967 Est. Cost $46.29 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $293 Shares 4,721 Est. Cost $59.47 Unrealized +3.5%
SJM SMUCKER J M CO 0.1%
Value ($000) $280 Shares 1,837 Est. Cost $99.14 Unrealized 0.0%
AETNA INC NEW 0.1%
Value ($000) $269 Shares 2,200 Est. Cost $106.36 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $267 Shares 7,300 Est. Cost $26.50 Unrealized +41.7%
CAC CAMDEN NATL CORP 0.1%
Value ($000) $258 Shares 6,150 Est. Cost $19.89 Unrealized +1.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $255 Shares 3,575 Est. Cost $36.85 Unrealized +23.3%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $254 Shares 4,245 Est. Cost $34.49 Unrealized +17.7%
MA MASTERCARD INC 0.1%
Value ($000) $251 Shares 2,848 Est. Cost $84.98 Unrealized +6.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $251 Shares 5,558 Est. Cost $37.48 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $248 Shares 3,925 Est. Cost $55.29 Unrealized +0.5%
META FACEBOOK INC 0.1%
Value ($000) $242 Shares 2,121 Est. Cost $104.09 Unrealized +9.9%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $236 Shares 4,500 Est. Cost $49.73 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $235 Shares 1,975 Est. Cost $88.89 Unrealized +2.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $233 Shares 2,000 Est. Cost $67.81 Unrealized +24.2%
FISV FISERV INC 0.1%
Value ($000) $233 Shares 2,146 Est. Cost $51.47 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $230 Shares 5,193 Est. Cost $36.26 Unrealized 0.0%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $225 Shares 4,700 Est. Cost $25.34 Unrealized 0.0%
JOHNSON CTLS INC 0.0%
Value ($000) $221 Shares 4,990 Est. Cost $44.29 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $213 Shares 6,900 Est. Cost $27.32 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $210 Shares 3,928 Est. Cost $45.88 Unrealized -12.2%
FISK EMPIRE ST RLTY OP L P 0.0%
Value ($000) $206 Shares 10,937 Est. Cost $17.37 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $201 Shares 13,732 Est. Cost $14.90 Unrealized
INTERVAL LEISURE GROUP INC 0.0%
Value ($000) $196 Shares 12,305 Est. Cost $15.93 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $133 Shares 15,100 Est. Cost $9.51 Unrealized 0.0%