YHB Investment Advisors, Inc. Diversified Active

Location: West Hartford, CT

CIK: 0001469219 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 11, 2019

Total Value: $560M (100.0% shares, 0.0% debt)

Holdings (179)

MSFT MICROSOFT CORP 3.7%
Value $20.83M Shares 205,049 Est. Cost $41.96 Unrealized +138.4%
AAPL APPLE INC 3.6%
Value $20.35M Shares 129,006 Est. Cost $21.34 Unrealized +115.6%
BERKSHIRE HATHAWAY INC DEL 3.4%
Value $18.93M Shares 92,703 Est. Cost $140.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 3.1%
Value $17.21M Shares 76,914 Est. Cost $106.65 Unrealized +115.9%
AMZN AMAZON COM INC 2.3%
Value $12.88M Shares 8,572 Est. Cost $34.49 Unrealized +141.0%
V VISA INC 2.3%
Value $12.75M Shares 96,637 Est. Cost $69.87 Unrealized +88.1%
GOOG ALPHABET INC 2.3%
Value $12.68M Shares 12,248 Est. Cost $36.47 Unrealized +45.7%
ECL ECOLAB INC 2.3%
Value $12.65M Shares 85,845 Est. Cost $89.43 Unrealized +58.2%
COST COSTCO WHSL CORP NEW 2.2%
Value $12.06M Shares 59,208 Est. Cost $110.21 Unrealized +83.3%
DHR DANAHER CORP DEL 2.0%
Value $11.02M Shares 106,825 Est. Cost $40.43 Unrealized +117.4%
GOOGL ALPHABET INC 2.0%
Value $11.01M Shares 10,536 Est. Cost $37.68 Unrealized +42.4%
PEP PEPSICO INC 1.9%
Value $10.72M Shares 97,080 Est. Cost $65.08 Unrealized +39.3%
JNJ JOHNSON & JOHNSON 1.9%
Value $10.66M Shares 82,635 Est. Cost $69.63 Unrealized +63.9%
DIS DISNEY WALT CO 1.8%
Value $10.06M Shares 91,738 Est. Cost $70.71 Unrealized +54.3%
UNITED TECHNOLOGIES CORP 1.7%
Value $9.678M Shares 90,895 Est. Cost $98.53 Unrealized
AMGN AMGEN INC 1.7%
Value $9.458M Shares 48,586 Est. Cost $95.46 Unrealized +64.3%
ORCL ORACLE CORP 1.5%
Value $8.536M Shares 189,057 Est. Cost $34.10 Unrealized +26.6%
HD HOME DEPOT INC 1.5%
Value $8.488M Shares 49,400 Est. Cost $88.68 Unrealized +69.6%
SYK STRYKER CORP 1.4%
Value $7.959M Shares 50,774 Est. Cost $70.58 Unrealized +119.3%
NKE NIKE INC 1.4%
Value $7.946M Shares 107,169 Est. Cost $44.98 Unrealized +51.5%
MCD MCDONALDS CORP 1.4%
Value $7.944M Shares 44,736 Est. Cost $81.19 Unrealized +84.9%
XOM EXXON MOBIL CORP 1.4%
Value $7.888M Shares 115,675 Est. Cost $54.92 Unrealized +2.7%
MKC MCCORMICK & CO INC 1.4%
Value $7.584M Shares 54,465 Est. Cost $40.58 Unrealized +54.2%
BDX BECTON DICKINSON & CO 1.2%
Value $6.91M Shares 30,666 Est. Cost $150.95 Unrealized +37.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.2%
Value $6.808M Shares 107,250 Est. Cost $48.16 Unrealized +30.0%
CVS CVS CAREMARK CORPORATION 1.2%
Value $6.577M Shares 100,382 Est. Cost $47.96 Unrealized +23.8%
INTU INTUIT 1.2%
Value $6.451M Shares 32,770 Est. Cost $86.49 Unrealized +129.5%
FTV FORTIVE CORP 1.1%
Value $6.351M Shares 93,865 Est. Cost $36.86 Unrealized +23.7%
UNH UNITEDHEALTH GROUP INC 1.1%
Value $6.296M Shares 25,273 Est. Cost $140.05 Unrealized +67.8%
UNP UNION PAC CORP 1.1%
Value $6.25M Shares 45,214 Est. Cost $78.53 Unrealized +61.0%
NEE NEXTERA ENERGY INC 1.1%
Value $6.11M Shares 35,153 Est. Cost $19.19 Unrealized +91.0%
PYPL PAYPAL HLDGS INC 1.0%
Value $5.864M Shares 69,734 Est. Cost $42.69 Unrealized +94.6%
PFE PFIZER INC 1.0%
Value $5.792M Shares 132,693 Est. Cost $22.35 Unrealized +34.3%
CELGENE CORP 1.0%
Value $5.761M Shares 89,897 Est. Cost $101.52 Unrealized
CME CME GROUP INC 1.0%
Value $5.748M Shares 30,557 Est. Cost $62.08 Unrealized +129.1%
USB US BANCORP DEL 1.0%
Value $5.569M Shares 121,862 Est. Cost $29.16 Unrealized +31.3%
ISRG INTUITIVE SURGICAL INC 1.0%
Value $5.506M Shares 11,497 Est. Cost $111.33 Unrealized +52.2%
TJX TJX COS INC NEW 1.0%
Value $5.358M Shares 119,751 Est. Cost $39.82 Unrealized +15.2%
META FACEBOOK INC 0.9%
Value $5.291M Shares 40,364 Est. Cost $148.63 Unrealized -3.2%
CHD CHURCH & DWIGHT INC 0.9%
Value $5.182M Shares 78,795 Est. Cost $36.32 Unrealized +60.1%
ABBV ABBVIE INC 0.8%
Value $4.549M Shares 49,345 Est. Cost $53.92 Unrealized +20.2%
C CITIGROUP INC 0.8%
Value $4.435M Shares 85,192 Est. Cost $43.11 Unrealized +14.5%
PG PROCTER & GAMBLE CO 0.8%
Value $4.383M Shares 47,685 Est. Cost $56.40 Unrealized +32.5%
PAYX PAYCHEX INC 0.8%
Value $4.231M Shares 64,942 Est. Cost $32.86 Unrealized +67.5%
HON HONEYWELL INTL INC 0.7%
Value $4.167M Shares 31,542 Est. Cost $96.68 Unrealized +21.8%
WFC WELLS FARGO & CO NEW 0.7%
Value $4.094M Shares 88,850 Est. Cost $41.52 Unrealized +1.2%
COMCAST CORP NEW 0.7%
Value $4.029M Shares 118,313 Est. Cost $36.07 Unrealized
YUM YUM BRANDS INC 0.7%
Value $3.886M Shares 42,277 Est. Cost $44.89 Unrealized +74.6%
SUNTRUST BKS INC 0.7%
Value $3.676M Shares 72,870 Est. Cost $47.41 Unrealized
APH AMPHENOL CORP NEW 0.6%
Value $3.617M Shares 44,641 Est. Cost $12.57 Unrealized +59.5%
CVX CHEVRON CORP NEW 0.6%
Value $3.612M Shares 33,203 Est. Cost $72.11 Unrealized +17.5%
MAR MARRIOTT INTL INC NEW 0.6%
Value $3.576M Shares 32,944 Est. Cost $73.28 Unrealized +48.1%
CL COLGATE PALMOLIVE CO 0.6%
Value $3.421M Shares 57,473 Est. Cost $48.79 Unrealized +8.4%
GS GOLDMAN SACHS GROUP INC 0.5%
Value $3.042M Shares 18,208 Est. Cost $163.52 Unrealized +4.5%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value $3.006M Shares 57,826 Est. Cost $33.94 Unrealized +20.7%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value $2.836M Shares 27,658 Est. Cost $75.73 Unrealized +20.3%
OXY OCCIDENTAL PETE CORP DEL 0.5%
Value $2.802M Shares 45,644 Est. Cost $56.34 Unrealized +5.6%
CITRIX SYS INC 0.5%
Value $2.705M Shares 26,398 Est. Cost $73.79 Unrealized
CSCO CISCO SYS INC 0.5%
Value $2.627M Shares 60,638 Est. Cost $21.84 Unrealized +69.0%
MORN MORNINGSTAR INC 0.5%
Value $2.617M Shares 23,829 Est. Cost $76.18 Unrealized +53.9%
ABIOMED INC 0.5%
Value $2.587M Shares 7,958 Est. Cost $32.80 Unrealized
URI UNITED RENTALS INC 0.5%
Value $2.575M Shares 25,116 Est. Cost $116.97 Unrealized -0.3%
ZTS ZOETIS INC 0.5%
Value $2.573M Shares 30,075 Est. Cost $39.50 Unrealized +115.2%
TWENTY FIRST CENTY FOX INC 0.5%
Value $2.562M Shares 53,630 Est. Cost $36.89 Unrealized
ABT ABBOTT LABS 0.4%
Value $2.483M Shares 34,328 Est. Cost $47.74 Unrealized +30.2%
AQUA AMERICA INC 0.4%
Value $2.431M Shares 71,093 Est. Cost $30.15 Unrealized
YUMC YUM CHINA HLDGS INC 0.4%
Value $2.391M Shares 71,298 Est. Cost $31.69 Unrealized +8.3%
AFL AFLAC INC 0.4%
Value $2.389M Shares 52,439 Est. Cost $29.62 Unrealized +26.9%
MMM 3M CO 0.4%
Value $2.379M Shares 12,484 Est. Cost $86.33 Unrealized +48.6%
LINDE PLC 0.4%
Value $2.361M Shares 15,133 Est. Cost $156.02 Unrealized
AON CORP 0.4%
Value $2.299M Shares 15,813 Est. Cost $119.66 Unrealized
LIBERTY GLOBAL PLC 0.4%
Value $2.265M Shares 109,754 Est. Cost $30.40 Unrealized
SWK STANLEY BLACK & DECKER INC 0.4%
Value $2.236M Shares 18,674 Est. Cost $64.22 Unrealized +58.1%
INTC INTEL CORP 0.4%
Value $2.144M Shares 45,694 Est. Cost $23.46 Unrealized +71.3%
CMI CUMMINS INC 0.4%
Value $2.092M Shares 15,653 Est. Cost $96.73 Unrealized +21.4%
MDLZ MONDELEZ INTL INC 0.4%
Value $2.088M Shares 52,168 Est. Cost $31.65 Unrealized +13.0%
CIMAREX ENERGY CO 0.4%
Value $2.081M Shares 33,756 Est. Cost $77.47 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value $2.071M Shares 12,326 Est. Cost $117.83 Unrealized +2.6%
GM GENERAL MTRS CO 0.4%
Value $2.053M Shares 61,375 Est. Cost $29.23 Unrealized +7.2%
FAST FASTENAL CO 0.3%
Value $1.899M Shares 36,308 Est. Cost $9.12 Unrealized +23.6%
TWENTY FIRST CENTY FOX INC 0.3%
Value $1.896M Shares 39,410 Est. Cost $28.07 Unrealized
LAM RESEARCH CORP 0.3%
Value $1.865M Shares 13,695 Est. Cost $190.60 Unrealized
MS MORGAN STANLEY 0.3%
Value $1.851M Shares 46,686 Est. Cost $34.10 Unrealized +2.7%
VNQ VANGUARD INDEX FDS 0.3%
Value $1.792M Shares 24,033 Est. Cost $85.52 Unrealized
PLD PROLOGIS INC 0.3%
Value $1.691M Shares 28,794 Est. Cost $44.66 Unrealized +19.0%
JPM JPMORGAN CHASE & CO 0.3%
Value $1.666M Shares 17,071 Est. Cost $52.19 Unrealized +67.7%
GILD GILEAD SCIENCES INC 0.3%
Value $1.653M Shares 26,419 Est. Cost $48.84 Unrealized +8.5%
MHK MOHAWK INDS INC 0.3%
Value $1.622M Shares 13,871 Est. Cost $205.34 Unrealized -35.0%
SLB SCHLUMBERGER LTD 0.3%
Value $1.62M Shares 44,893 Est. Cost $55.77 Unrealized -27.9%
LOW LOWES COS INC 0.3%
Value $1.589M Shares 17,205 Est. Cost $59.89 Unrealized +41.3%
WMT WAL MART STORES INC 0.3%
Value $1.53M Shares 16,425 Est. Cost $20.35 Unrealized +41.3%
EWBC EAST WEST BANCORP INC 0.3%
Value $1.515M Shares 34,794 Est. Cost $53.58 Unrealized -19.4%
EBAY EBAY INC 0.3%
Value $1.491M Shares 53,120 Est. Cost $23.61 Unrealized +10.8%
WWD WOODWARD INC 0.3%
Value $1.482M Shares 19,945 Est. Cost $71.65 Unrealized +2.9%
PRU PRUDENTIAL FINL INC 0.3%
Value $1.48M Shares 18,146 Est. Cost $64.69 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value $1.453M Shares 30,683 Est. Cost $31.06 Unrealized +23.6%
MRK MERCK & CO INC NEW 0.3%
Value $1.403M Shares 18,365 Est. Cost $42.46 Unrealized +33.1%
KHC KRAFT HEINZ CO 0.2%
Value $1.349M Shares 31,337 Est. Cost $49.64 Unrealized -26.2%
TRIP TRIPADVISOR INC 0.2%
Value $1.33M Shares 24,660 Est. Cost $32.13 Unrealized +53.3%
GCI LIBERTY INC 0.2%
Value $1.257M Shares 30,532 Est. Cost $45.49 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value $1.249M Shares 4,382 Est. Cost $287.35 Unrealized +9.2%
PBE INVESCO EXCHANGE TRADED FD 0.2%
Value $1.195M Shares 25,395 Est. Cost $57.48 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value $1.169M Shares 13,134 Est. Cost $43.25 Unrealized +84.2%
TD TORONTO DOMINION BK ONT 0.2%
Value $1.145M Shares 23,033 Est. Cost $43.27 Unrealized +26.5%
EMR EMERSON ELEC CO 0.2%
Value $1.102M Shares 18,438 Est. Cost $45.26 Unrealized +25.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $1.101M Shares 19,578 Est. Cost $30.20 Unrealized +27.9%
DOWDUPONT INC 0.2%
Value $1.077M Shares 20,131 Est. Cost $68.73 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.2%
Value $1.029M Shares 7,851 Est. Cost $52.27 Unrealized +131.8%
T AT&T INC 0.2%
Value $985K Shares 34,518 Est. Cost $13.00 Unrealized +7.8%
AER AERCAP HOLDINGS NV 0.2%
Value $935K Shares 23,610 Est. Cost $51.54 Unrealized -4.4%
GENERAL ELECTRIC CO 0.2%
Value $903K Shares 119,313 Est. Cost $12.72 Unrealized
ANADARKO PETE CORP 0.2%
Value $898K Shares 20,485 Est. Cost $73.16 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $896K Shares 14,371 Est. Cost $41.37 Unrealized +29.1%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $862K Shares 6,286 Est. Cost $112.25 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.2%
Value $856K Shares 11,922 Est. Cost $70.71 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value $843K Shares 9,272 Est. Cost $67.05 Unrealized +15.1%
BOTZ GLOBAL X FDS 0.1%
Value $833K Shares 49,735 Est. Cost $16.75 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value $788K Shares 31,996 Est. Cost $14.05 Unrealized +62.2%
AXP AMERICAN EXPRESS CO 0.1%
Value $788K Shares 8,267 Est. Cost $61.62 Unrealized +54.2%
CIGNA CORPORATION 0.1%
Value $761K Shares 4,008 Est. Cost $181.60 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $742K Shares 11,516 Est. Cost $44.78 Unrealized +19.8%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value $726K Shares 10,104 Est. Cost $70.57 Unrealized +6.6%
BA BOEING CO 0.1%
Value $666K Shares 2,065 Est. Cost $95.09 Unrealized +252.3%
MA MASTERCARD INC 0.1%
Value $645K Shares 3,418 Est. Cost $91.35 Unrealized +109.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $634K Shares 5,005 Est. Cost $92.95 Unrealized +18.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value $601K Shares 5,286 Est. Cost $113.55 Unrealized -22.5%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value $540K Shares 6,847 Est. Cost $57.72 Unrealized +43.8%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $533K Shares 2,547 Est. Cost $252.66 Unrealized 0.0%
NVS NOVARTIS A G 0.1%
Value $524K Shares 6,103 Est. Cost $73.78 Unrealized
UNITED FINANCIAL BANCORP INC 0.1%
Value $523K Shares 35,551 Est. Cost $14.08 Unrealized
EOG EOG RES INC 0.1%
Value $521K Shares 5,970 Est. Cost $80.67 Unrealized 0.0%
ROBT FIRST TR EXCHANGE TRADED FD 0.1%
Value $507K Shares 19,695 Est. Cost $25.74 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $464K Shares 8,770 Est. Cost $50.76 Unrealized
PSX PHILLIPS 66 0.1%
Value $413K Shares 4,794 Est. Cost $81.40 Unrealized -10.0%
RED HAT INC 0.1%
Value $413K Shares 2,351 Est. Cost $74.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $393K Shares 4,558 Est. Cost $52.08 Unrealized +22.7%
POST POST HLDGS INC 0.1%
Value $388K Shares 4,350 Est. Cost $51.66 Unrealized +16.6%
D DOMINION RES INC VA NEW 0.1%
Value $376K Shares 5,263 Est. Cost $46.49 Unrealized +14.5%
KMB KIMBERLY CLARK CORP 0.1%
Value $376K Shares 3,303 Est. Cost $78.38 Unrealized +10.2%
INGERSOLL-RAND PLC 0.1%
Value $373K Shares 4,090 Est. Cost $87.48 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value $353K Shares 2,361 Est. Cost $102.38 Unrealized +39.0%
TXT TEXTRON INC 0.1%
Value $351K Shares 7,623 Est. Cost $30.43 Unrealized +83.0%
VIACOM INC NEW 0.1%
Value $329K Shares 12,818 Est. Cost $49.42 Unrealized
CAC CAMDEN NATL CORP 0.1%
Value $324K Shares 9,000 Est. Cost $22.06 Unrealized +36.8%
PIO INVESCO EXCHNG TRADED FD TR 0.1%
Value $322K Shares 13,950 Est. Cost $25.66 Unrealized
ING ING GROEP N V 0.1%
Value $319K Shares 29,914 Est. Cost $18.45 Unrealized
FDX FEDEX CORP 0.1%
Value $317K Shares 1,965 Est. Cost $212.31 Unrealized -12.5%
OGCP EMPIRE ST RLTY OP L P 0.1%
Value $316K Shares 21,474 Est. Cost $16.64 Unrealized
MCK MCKESSON CORP 0.1%
Value $314K Shares 2,840 Est. Cost $129.94 Unrealized -9.1%
SO SOUTHERN CO 0.1%
Value $312K Shares 7,105 Est. Cost $27.92 Unrealized +22.7%
CERNER CORP 0.1%
Value $309K Shares 5,892 Est. Cost $60.86 Unrealized
TGT TARGET CORP 0.1%
Value $308K Shares 4,653 Est. Cost $58.77 Unrealized +7.7%
LIBERTY TRIPADVISOR HLDGS IN 0.1%
Value $295K Shares 18,575 Est. Cost $9.44 Unrealized
ELV ANTHEM INC 0.1%
Value $287K Shares 1,093 Est. Cost $162.45 Unrealized +54.0%
BAX BAXTER INTL INC 0.0%
Value $275K Shares 4,183 Est. Cost $38.19 Unrealized +54.4%
PEOPLES UNITED FINANCIAL INC 0.0%
Value $270K Shares 18,727 Est. Cost $15.52 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value $268K Shares 16,550 Est. Cost $13.80 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $255K Shares 11,950 Est. Cost $24.32 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value $253K Shares 4,418 Est. Cost $57.27 Unrealized
CSX CSX CORP 0.0%
Value $246K Shares 3,962 Est. Cost $13.50 Unrealized +54.8%
BXP BOSTON PROPERTIES INC 0.0%
Value $245K Shares 2,175 Est. Cost $93.83 Unrealized -7.7%
ES EVERSOURCE ENERGY 0.0%
Value $244K Shares 3,746 Est. Cost $41.45 Unrealized +22.2%
FLIR SYS INC 0.0%
Value $241K Shares 5,540 Est. Cost $54.18 Unrealized
BIIB BIOGEN INC 0.0%
Value $232K Shares 772 Est. Cost $296.85 Unrealized +7.5%
MAS MASCO CORP 0.0%
Value $227K Shares 7,750 Est. Cost $30.01 Unrealized -7.8%
MO ALTRIA GROUP INC 0.0%
Value $226K Shares 4,566 Est. Cost $27.98 Unrealized +18.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $222K Shares 1,899 Est. Cost $109.48 Unrealized -9.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $221K Shares 9,007 Est. Cost $29.27 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $214K Shares 3,202 Est. Cost $49.80 Unrealized +15.1%
ADBE ADOBE SYS INC 0.0%
Value $213K Shares 940 Est. Cost $204.18 Unrealized +18.2%
WBS WEBSTER FINL CORP CONN 0.0%
Value $209K Shares 4,248 Est. Cost $45.93 Unrealized +24.3%
FIRST DATA CORP NEW 0.0%
Value $208K Shares 12,300 Est. Cost $21.75 Unrealized
DISCOVER FINL SVCS 0.0%
Value $206K Shares 3,500 Est. Cost $63.07 Unrealized
GWW GRAINGER W W INC 0.0%
Value $205K Shares 725 Est. Cost $184.63 Unrealized +46.5%
TXRH TEXAS ROADHOUSE INC 0.0%
Value $204K Shares 3,425 Est. Cost $57.07 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value $203K Shares 2,952 Est. Cost $65.04 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $200K Shares 1,308 Est. Cost $50.60 Unrealized 0.0%
FISK EMPIRE ST RLTY OP L P 0.0%
Value $153K Shares 10,937 Est. Cost $17.37 Unrealized
BCS BARCLAYS PLC 0.0%
Value $85,000 Shares 11,262 Est. Cost $11.82 Unrealized