YHB Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$1.21B
Signature - Title
Mark W. Everette - CEO and Senior Portfolio Manager
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by YHB Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. YHB Investment Advisors, Inc. reported 280 stock holdings with total value $1.21B as of Q3 2024. Top holdings included AAPL, MSFT, AMZN, COST, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 280 $1.21B +$18.5M -$41.6M -$23M AAPL, MSFT, AMZN, COST, BRKB 13F-HR 10/22/2024, 04:49 PM
Q2 2024 276 $1.16B +$57.9M -$28.4M +$29.5M AAPL, MSFT, AMZN, COST, BRKB 13F-HR 8/1/2024, 02:56 PM
Q1 2024 272 $1.13B +$59.6M -$32.4M +$27.1M MSFT, AAPL, AMZN, COST, BRKB Restatement 8/14/2024, 06:15 PM
Q4 2023 263 $1.03B +$17.9M -$175M -$157M AAPL, MSFT, AMZN, COST, BRKB 13F-HR 1/29/2024, 03:22 PM
Q3 2023 268 $1.08B +$68.9M -$23.3M +$45.6M AAPL, MSFT, V, AMZN, COST 13F-HR 10/23/2023, 12:47 PM
Q2 2023 280 $1.07B +$41.4M -$37.2M +$4.21M AAPL, MSFT, AMZN, BRKB, COST 13F-HR 8/10/2023, 09:21 AM
Q1 2023 282 $997M +$33.3M -$30.3M +$2.97M AAPL, MSFT, TMO, AMZN, COST 13F-HR 5/8/2023, 11:27 AM
Q4 2022 282 $937M +$27.2M -$48.3M -$21.1M AAPL, MSFT, TMO, BRKB, DHR 13F-HR 1/12/2023, 09:01 AM
Q3 2022 280 $899M +$57.7M -$28.1M +$29.6M AAPL, MSFT, AMZN, TMO, DHR 13F-HR 11/3/2022, 11:37 AM
Q2 2022 278 $948M +$47.1M -$31.6M +$15.6M AAPL, MSFT, TMO, AMZN, COST 13F-HR 7/14/2022, 09:17 AM
Q1 2022 296 $1.13B +$39.6M -$82.1M -$42.5M AAPL, MSFT, AMZN, TMO, COST 13F-HR 4/14/2022, 08:38 AM
Q4 2021 310 $1.26B +$35.4M -$26.9M +$8.54M AAPL, MSFT, AMZN, TMO, DHR 13F-HR 1/18/2022, 08:30 AM
Q3 2021 303 $1.16B +$25.9M -$49.5M -$23.6M AAPL, MSFT, AMZN, TMO, DHR 13F-HR 10/28/2021, 08:20 AM
Q2 2021 302 $1.17B +$23.8M -$30M -$6.16M AAPL, MSFT, AMZN, TMO, GOOG 13F-HR 7/15/2021, 08:20 AM
Q1 2021 293 $1.15B +$44.8M -$31.5M +$13.3M AAPL, MSFT, AMZN, MINT, TMO 13F-HR 4/22/2021, 09:00 AM
Q4 2020 277 $1.05B +$56.2M -$11.2M +$45.1M AAPL, MSFT, AMZN, MINT, TMO 13F-HR 1/21/2021, 09:00 AM
Q3 2020 261 $921M +$311M -$107M +$204M AAPL, MSFT, AMZN, MINT, TMO 13F-HR 11/2/2020, 11:49 AM
Q2 2020 177 $693M +$25.5M -$25.3M +$168K AAPL, MSFT, TMO, AMZN, DHR 13F-HR 7/20/2020, 09:31 AM
Q1 2020 166 $580M +$20.9M -$19.1M +$1.78M AAPL, MSFT, TMO, COST, BRKB 13F-HR 4/16/2020, 08:53 AM
Q4 2019 187 $701M +$17.6M -$25.2M -$7.55M AAPL, MSFT, TMO, BRKB, V 13F-HR 1/27/2020, 12:04 PM
Q3 2019 186 $656M +$26.8M -$8.81M +$18M AAPL, MSFT, TMO, BRKB, COST 13F-HR 10/15/2019, 08:16 AM
Q2 2019 185 $630M +$6.23M -$42.3M -$36.1M MSFT, AAPL, TMO, BRKB, V 13F-HR 7/15/2019, 08:13 AM
Q1 2019 195 $638M +$19.6M -$17.4M +$2.23M AAPL, MSFT, TMO, BRKB, AMZN 13F-HR 4/29/2019, 02:06 PM
Q4 2018 179 $560M +$45M -$63.9M -$18.9M MSFT, AAPL, BRKB, TMO, AMZN 13F-HR 1/11/2019, 03:10 PM
Q3 2018 189 $662M +$14.6M -$17.9M -$3.28M MSFT, AAPL, TMO, BRKB, AMZN 13F-HR 10/29/2018, 02:43 PM
Q2 2018 181 $612M +$16.1M -$15.8M +$260K MSFT, AAPL, TMO, BRKB, AMZN 13F-HR 7/9/2018, 08:47 AM
Q1 2018 184 $590M +$24.4M -$16.7M +$7.71M MSFT, BRKB, AAPL, TMO, AMZN 13F-HR 4/16/2018, 09:08 AM
Q4 2017 187 $587M +$13.3M -$15.1M -$1.81M BRKB, MSFT, AAPL, TMO, ECL 13F-HR 1/16/2018, 10:19 AM
Q3 2017 176 $559M +$42.5M -$88.8M -$46.2M BRKB, AAPL, TMO, MSFT, ECL 13F-HR 11/6/2017, 10:47 AM
Q2 2017 180 $583M +$98.7M -$41.5M +$57.3M PFE, MON, AAPL, BRKB, TMO 13F-HR 7/31/2017, 08:49 AM
Q1 2017 178 $515M +$12.3M -$9.91M +$2.43M AAPL, BRKB, MSFT, TMO, ECL 13F-HR 5/10/2017, 09:06 AM
Q4 2016 172 $480M +$63.5M -$4.04M +$59.5M BRKB, MSFT, AAPL, TMO, ECL 13F-HR 2/10/2017, 10:19 AM
Q3 2016 166 $414M +$14.6M -$61.7M -$47.1M AAPL, TMO, BRKB, ECL, PEP 13F-HR 10/24/2016, 11:13 AM
Q2 2016 165 $455M +$80.2M -$5.05M +$75.1M BRKB, TMO, ECL, PEP, MSFT 13F-HR 7/22/2016, 10:28 AM
Q1 2016 151 $370M +$10.1M -$83.1M -$73M AAPL, TMO, PEP, BRKB, XOM 13F-HR 4/19/2016, 09:47 AM
Q4 2015 160 $441M +$43.2M -$41.4M +$1.84M TMO, ECL, AAPL, BRKB, PEP 13F-HR 1/29/2016, 11:09 AM
Q3 2015 162 $423M +$11.1M -$13.6M -$2.45M AAPL, ECL, BRKB, TMO, PEP 13F-HR 10/28/2015, 12:37 PM
Q2 2015 171 $458M +$25.7M -$10.6M +$15.1M AAPL, ECL, TMO, BRKB, PEP 13F-HR 7/30/2015, 02:20 PM
Q1 2015 169 $446M +$18.2M -$12.4M +$5.78M AAPL, ECL, TMO, BRKB, ORCL 13F-HR 4/20/2015, 11:35 AM
Q4 2014 164 $437M +$17.4M -$12.2M +$5.27M AAPL, BRKB, ECL, ORCL, XOM 13F-HR 1/30/2015, 08:19 AM
Q3 2014 154 $417M +$6.96M -$7.27M -$304K ECL, BRKB, XOM, AAPL, PEP 13F-HR 10/14/2014, 10:08 AM
Q2 2014 154 $414M +$34M -$10.3M +$23.7M XOM, ECL, BRKB, AAPL, ORCL 13F-HR 7/29/2014, 11:58 AM
Q1 2014 151 $394M +$30M -$7.94M +$22.1M XOM, ECL, BRKB, ORCL, TMO 13F-HR 5/1/2014, 02:29 PM
Q4 2013 148 $373M $0 $0 XOM, ECL, AAPL, GOOGL, ORCL 13F-HR 1/14/2014, 11:27 AM