| |
|
|
| Name: |
YHB INVESTMENT ADVISORS, INC. |
| City: |
WEST HARTFORD |
| State: |
CT |
| Zip: |
061072417 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
100 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EAGL |
Eagle Capital Select Equity... |
|
New |
$0.00 |
$8,063,000 |
319,608 |
0.7% |
8,063,000 |
319,608 |
0.442 |
N/A |
|
|
TMUS |
T-Mobile Us Inc |
90 |
New |
$162.41 |
$3,087,000 |
18,911 |
0.27% |
3,087,000 |
18,911 |
0.002 |
Wireless Communications |
|
|
SGOV |
Ishares 03 Month Treasury B... |
116 |
New |
$0.00 |
$2,006,000 |
19,914 |
0.17% |
2,006,000 |
19,914 |
0.022 |
N/A |
|
|
NVO |
Novo Nordisk A/S (ADR) |
220 |
New |
$132.92 |
$347,000 |
2,700 |
0.03% |
347,000 |
2,700 |
0 |
Drug Manufacturers - ... |
|
|
ESI |
Element Solutions Inc |
230 |
New |
$23.69 |
$301,000 |
12,038 |
0.03% |
301,000 |
12,038 |
0.005 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
240 |
New |
$153.16 |
$276,000 |
1,529 |
0.02% |
276,000 |
1,529 |
0 |
Semiconductor- Broad... |
|
|
TT |
Trane Technologies (Ingerso... |
254 |
New |
$330.06 |
$228,000 |
760 |
0.02% |
228,000 |
760 |
0 |
Diversified Machinery |
|
|
QUS |
Spdr Msci Usa Strategicfactors |
259 |
New |
$0.00 |
$220,000 |
1,513 |
0.02% |
220,000 |
1,513 |
0.018 |
N/A |
|
|
PGR |
Progressive Corp |
260 |
New |
$213.67 |
$217,000 |
1,047 |
0.02% |
217,000 |
1,047 |
0 |
Property & Casualty I... |
|
|
AMP |
Ameriprise Financial Inc |
261 |
New |
$435.33 |
$214,000 |
488 |
0.02% |
214,000 |
488 |
0 |
Asset Management |
|
|
MRVL |
Marvell Technology, Inc. |
265 |
New |
$68.02 |
$206,000 |
2,904 |
0.02% |
206,000 |
2,904 |
0.001 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
267 |
New |
$57.00 |
$203,000 |
3,566 |
0.02% |
203,000 |
3,566 |
0 |
N/A |
|
|
GIS |
General Mills Inc |
268 |
New |
$70.85 |
$201,000 |
2,867 |
0.02% |
201,000 |
2,867 |
0 |
Food - Major Diversified |
|
|
HUM |
Humana Inc |
270 |
New |
$344.50 |
$199,000 |
574 |
0.02% |
199,000 |
574 |
0.001 |
Health Care Plans |
|
|
XLC |
Communication Services Sele... |
271 |
New |
$82.01 |
$199,000 |
2,435 |
0.02% |
199,000 |
2,435 |
0 |
N/A |
|
|
TROW |
T Rowe Price Group Inc |
272 |
New |
$114.36 |
$198,000 |
1,624 |
0.02% |
198,000 |
1,624 |
0.001 |
Asset Management |
|
|
XLV |
SPDR Select Sector Health |
274 |
New |
$144.06 |
$195,000 |
1,317 |
0.02% |
195,000 |
1,317 |
0 |
Closed - End Fund - E... |
|
|
PXD |
Pioneer Natural Resources Co |
273 |
New |
$275.32 |
$195,000 |
741 |
0.02% |
195,000 |
741 |
0 |
Independent Oil & Gas |
|
|
ETR |
Entergy Corp |
275 |
New |
$111.30 |
$194,000 |
1,831 |
0.02% |
194,000 |
1,831 |
0.001 |
Electric Utilities |
|
|
MLM |
Martin Marietta Materials Inc |
277 |
New |
$606.13 |
$193,000 |
315 |
0.02% |
193,000 |
315 |
0 |
General Building Mate... |
|
|
PM |
Philip Morris International... |
280 |
New |
$99.84 |
$187,000 |
2,040 |
0.02% |
187,000 |
2,040 |
0 |
Cigarettes & Other To... |
|
|
IYF |
iShares Dow Jones US Financ... |
279 |
New |
$95.35 |
$187,000 |
1,950 |
0.02% |
187,000 |
1,950 |
0.002 |
Closed - End Fund - E... |
|
|
TM |
Toyota Motor Corporation (ADR) |
281 |
New |
$232.88 |
$182,000 |
722 |
0.02% |
182,000 |
722 |
0.001 |
Auto Manufacturers |
|
|
MU |
Micron Technology Inc |
286 |
New |
$124.81 |
$180,000 |
1,523 |
0.02% |
180,000 |
1,523 |
0 |
Semiconductor - Memor... |
|
|
SPSC |
Sps Commerce Inc |
283 |
New |
$195.64 |
$180,000 |
973 |
0.02% |
180,000 |
973 |
0 |
Networking & Communic... |
|
|
DV |
Doubleverify Holdings, Inc. |
282 |
New |
$18.88 |
$180,000 |
5,109 |
0.02% |
180,000 |
5,109 |
0.006 |
N/A |
|
|
CTVA |
Corteva, Inc. |
284 |
New |
$57.55 |
$180,000 |
3,115 |
0.02% |
180,000 |
3,115 |
0 |
N/A |
|
|
EME |
Emcor Group Inc |
287 |
New |
$374.26 |
$177,000 |
505 |
0.02% |
177,000 |
505 |
0.001 |
General Contractors |
|
|
SHM |
Spdr Brcly Cap Shrt Trm Mu |
288 |
New |
$47.26 |
$174,000 |
3,675 |
0.02% |
174,000 |
3,675 |
0.004 |
Closed - End Fund - E... |
|
|
TGT |
Target Corp |
289 |
New |
$158.96 |
$173,000 |
974 |
0.01% |
173,000 |
974 |
0 |
Discount, Variety Stores |
|
|
BSCS |
Invesco Bulletshares 2028 C... |
290 |
New |
$0.00 |
$172,000 |
8,556 |
0.01% |
172,000 |
8,556 |
0.01 |
N/A |
|
|
SPLV |
Powershares S&Amp;P 500 Low... |
291 |
New |
$65.38 |
$171,000 |
2,592 |
0.01% |
171,000 |
2,592 |
0.002 |
N/A |
|
|
SCHE |
Schwab Emerging Markets Equ... |
293 |
New |
$26.66 |
$169,000 |
6,676 |
0.01% |
169,000 |
6,676 |
0 |
N/A |
|
|
CR |
Crane Co |
294 |
New |
$145.31 |
$168,000 |
1,245 |
0.01% |
168,000 |
1,245 |
0.002 |
N/A |
|
|
ENTG |
Entegris Inc |
296 |
New |
$130.22 |
$167,000 |
1,190 |
0.01% |
167,000 |
1,190 |
0.002 |
Semiconductor Equipme... |
|
|
TREX |
Trex Co Inc |
297 |
New |
$88.49 |
$167,000 |
1,677 |
0.01% |
167,000 |
1,677 |
0 |
General Building Mate... |
|
|
SCHV |
Schwab Strategic Trust |
298 |
New |
$75.07 |
$166,000 |
2,189 |
0.01% |
166,000 |
2,189 |
0.002 |
Closed - End Fund - Debt |
|
|
BSCO |
Invesco BulletShares 2024 C... |
299 |
New |
$21.05 |
$164,000 |
7,843 |
0.01% |
164,000 |
7,843 |
0.002 |
N/A |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
300 |
New |
$124.04 |
$163,000 |
1,304 |
0.01% |
163,000 |
1,304 |
0.001 |
Closed - End Fund - E... |
|
|
SWKS |
Skyworks Solutions Inc |
301 |
New |
$94.42 |
$162,000 |
1,500 |
0.01% |
162,000 |
1,500 |
0.001 |
Semiconductor - Integ... |
|
|
DECK |
Deckers Outdoor Corp |
302 |
New |
$882.45 |
$161,000 |
171 |
0.01% |
161,000 |
171 |
0.001 |
Textile - Apparel Foo... |
|
|
NOC |
Northrop Grumman Corp |
303 |
New |
$474.07 |
$158,000 |
331 |
0.01% |
158,000 |
331 |
0.008 |
Aerospace/Defense - M... |
|
|
TY |
Tri-Continental Corp |
304 |
New |
$30.33 |
$158,000 |
5,143 |
0.01% |
158,000 |
5,143 |
0 |
Closed - End Fund - Debt |
|
|
PRU |
Prudential Financial Inc |
305 |
New |
$118.88 |
$157,000 |
1,340 |
0.01% |
157,000 |
1,340 |
0 |
Life & Health Insurance |
|
|
SAIA |
Saia Inc |
308 |
New |
$405.21 |
$155,000 |
265 |
0.01% |
155,000 |
265 |
0.001 |
Trucking |
|
|
MPWR |
Monolithic Power Systems Inc |
309 |
New |
$713.71 |
$154,000 |
228 |
0.01% |
154,000 |
228 |
0 |
Semiconductor - Speci... |
|
|
KNSL |
Kinsale Capital Group, Inc. |
310 |
New |
$378.15 |
$153,000 |
291 |
0.01% |
153,000 |
291 |
0.001 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
311 |
New |
$93.26 |
$152,000 |
1,625 |
0.01% |
152,000 |
1,625 |
0.002 |
N/A |
|
|
SWK |
Stanley Black & Decker Inc |
312 |
New |
$91.80 |
$151,000 |
1,537 |
0.01% |
151,000 |
1,537 |
0.001 |
Small Tools & Accesso... |
|
|
PSA |
Public Storage Inc |
314 |
New |
$279.83 |
$147,000 |
506 |
0.01% |
147,000 |
506 |
0 |
REIT - Industrial |
|
|
WBS |
Webster Financial Corp |
316 |
New |
$46.21 |
$142,000 |
2,803 |
0.01% |
142,000 |
2,803 |
0.002 |
Savings & Loans |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
317 |
New |
$82.76 |
$141,000 |
1,681 |
0.01% |
141,000 |
1,681 |
0 |
Closed - End Fund - E... |
|
|
PNC |
PNC Financial Services Grou... |
319 |
New |
$159.40 |
$140,000 |
867 |
0.01% |
140,000 |
867 |
0 |
Domestic Money Center... |
|
|
FDS |
Factset Research Systems Inc |
318 |
New |
$441.51 |
$140,000 |
309 |
0.01% |
140,000 |
309 |
0.001 |
Information & Deliver... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
320 |
New |
$0.00 |
$137,000 |
834 |
0.01% |
137,000 |
834 |
0 |
N/A |
|
|
CHX |
Championx Inc |
322 |
New |
$10.34 |
$134,000 |
3,745 |
0.01% |
134,000 |
3,745 |
0 |
N/A |
|
|
DVY |
iShares Dow Select Div |
321 |
New |
$124.90 |
$134,000 |
1,086 |
0.01% |
134,000 |
1,086 |
0.003 |
Closed - End Fund - E... |
|
|
DOV |
Dover Corp |
323 |
New |
$183.71 |
$128,000 |
720 |
0.01% |
128,000 |
720 |
0.001 |
Conglomerates |
|
|
WST |
West Pharmaceutical Service... |
324 |
New |
$354.48 |
$127,000 |
322 |
0.01% |
127,000 |
322 |
0 |
Rubber & Plastics |
|
|
ELF |
E L F Beauty Inc |
325 |
New |
$161.55 |
$125,000 |
640 |
0.01% |
125,000 |
640 |
0.002 |
N/A |
|
|
RJF |
Raymond James Financial Inc |
327 |
New |
$126.96 |
$123,000 |
955 |
0.01% |
123,000 |
955 |
0 |
Investment Brokerage ... |
|
|
WTS |
Watts Industries Inc |
330 |
New |
$215.61 |
$121,000 |
569 |
0.01% |
121,000 |
569 |
0 |
Industrial Equipment ... |
|
|
PFF |
iShares S&P U.S. Preferred ... |
329 |
New |
$31.45 |
$121,000 |
3,766 |
0.01% |
121,000 |
3,766 |
0.003 |
Closed - End Fund - E... |
|
|
MTD |
Mettler Toledo Internationa... |
331 |
New |
$1,496.14 |
$120,000 |
90 |
0.01% |
120,000 |
90 |
0 |
Scientific & Technica... |
|
|
QLYS |
Qualys, Inc. |
333 |
New |
$149.73 |
$118,000 |
710 |
0.01% |
118,000 |
710 |
0.002 |
Application Software |
|
|
DRI |
Darden Restaurants Inc |
336 |
New |
$148.94 |
$117,000 |
700 |
0.01% |
117,000 |
700 |
0 |
Restaurants |
|
|
ONTO |
Onto Innovation Inc |
335 |
New |
$228.30 |
$117,000 |
645 |
0.01% |
117,000 |
645 |
0 |
Scientific & Technica... |
|
|
DFS |
Discover Financial Services |
338 |
New |
$124.27 |
$116,000 |
887 |
0.01% |
116,000 |
887 |
0 |
Credit Services |
|
|
CE |
Celanese Corp |
337 |
New |
$159.71 |
$116,000 |
675 |
0.01% |
116,000 |
675 |
0.006 |
Synthetics |
|
|
ROAD |
Construction Partners, Inc. |
339 |
New |
$55.08 |
$116,000 |
2,057 |
0.01% |
116,000 |
2,057 |
0 |
N/A |
|
|
BRKR |
Bruker Corp |
340 |
New |
$75.67 |
$115,000 |
1,219 |
0.01% |
115,000 |
1,219 |
0.001 |
Scientific & Technica... |
|
|
BSCT |
Invesco Bulletshares 2029 C... |
341 |
New |
$0.00 |
$114,000 |
6,254 |
0.01% |
114,000 |
6,254 |
0.028 |
N/A |
|
|
BRO |
Brown & Brown Inc |
342 |
New |
$88.45 |
$113,000 |
1,292 |
0.01% |
113,000 |
1,292 |
0 |
Insurance Brokers |
|
|
ES |
Eversource Energy |
343 |
New |
$60.90 |
$111,000 |
1,857 |
0.01% |
111,000 |
1,857 |
0.001 |
Electric Utilities |
|
|
TTWO |
Take-Two Interactive |
344 |
New |
$144.96 |
$110,000 |
738 |
0.01% |
110,000 |
738 |
0 |
Technical & System So... |
|
|
RACE |
Ferrari NV |
347 |
New |
$0.00 |
$109,000 |
250 |
0.01% |
109,000 |
250 |
0 |
N/A |
|
|
CNI |
Canadian National Railway (... |
348 |
New |
$126.42 |
$109,000 |
824 |
0.01% |
109,000 |
824 |
0 |
Railroads |
|
|
RMD |
ResMed Inc |
346 |
New |
$215.85 |
$109,000 |
548 |
0.01% |
109,000 |
548 |
0 |
Medical Appliances & ... |
|
|
COO |
Cooper Companies Inc |
345 |
New |
$95.96 |
$109,000 |
1,072 |
0.01% |
109,000 |
1,072 |
0.001 |
Medical Instruments &... |
|
|
PRFT |
Perficient Inc |
350 |
New |
$73.44 |
$108,000 |
1,923 |
0.01% |
108,000 |
1,923 |
0 |
Business Software & S... |
|
|
SYY |
SYSCO Corp |
351 |
New |
$75.89 |
$108,000 |
1,325 |
0.01% |
108,000 |
1,325 |
0 |
Food Wholesale |
|
|
OGE |
OGE Energy Corp |
349 |
New |
$36.37 |
$108,000 |
3,141 |
0.01% |
108,000 |
3,141 |
0.008 |
Electric Utilities |
|
|
IDEV |
Ishares Core Msci Internati... |
353 |
New |
$67.93 |
$107,000 |
1,600 |
0.01% |
107,000 |
1,600 |
0 |
N/A |
|
|
TDY |
Teledyne Technologies Inc |
352 |
New |
$396.00 |
$107,000 |
250 |
0.01% |
107,000 |
250 |
0.001 |
Aerospace/Defense Pro... |
|
|
VVV |
Valvoline Inc |
354 |
New |
$41.86 |
$106,000 |
2,387 |
0.01% |
106,000 |
2,387 |
0.001 |
N/A |
|
|
MSTR |
Microstrategy Inc |
356 |
New |
$1,297.63 |
$104,000 |
61 |
0.01% |
104,000 |
61 |
0 |
Business Software & S... |
|
|
BN |
BROOKFIELD Corp |
357 |
New |
$44.65 |
$104,000 |
2,478 |
0.01% |
104,000 |
2,478 |
0 |
N/A |
|
|
AJG |
Arthur J Gallagher & Co |
358 |
New |
$250.72 |
$104,000 |
415 |
0.01% |
104,000 |
415 |
0 |
Insurance Brokers |
|
|
AVY |
Avery Dennison Corporation |
355 |
New |
$225.74 |
$104,000 |
465 |
0.01% |
104,000 |
465 |
0.001 |
Paper & Paper Products |
|
|
XLI |
SPDR Industrial Sector |
360 |
New |
$125.12 |
$102,000 |
807 |
0.01% |
102,000 |
807 |
0 |
Closed - End Fund - E... |
|
|
ASML |
ASML Holding N.V. (ADR) |
361 |
New |
$0.00 |
$101,000 |
104 |
0.01% |
101,000 |
104 |
0 |
Semiconductor Equipme... |
|
|
PH |
Parker Hannifin Corp |
362 |
New |
$549.40 |
$99,000 |
179 |
0.01% |
99,000 |
179 |
0 |
Industrial Equipment ... |
|
|
MO |
Altria Group Inc |
363 |
New |
$45.50 |
$98,000 |
2,238 |
0.01% |
98,000 |
2,238 |
0 |
Cigarettes & Other To... |
|
|
MTB |
M&T Bank Corp |
364 |
New |
$155.06 |
$95,000 |
653 |
0.01% |
95,000 |
653 |
0.001 |
Domestic Regional Banks |
|
|
HOLX |
Hologic Inc |
365 |
New |
$75.65 |
$95,000 |
1,213 |
0.01% |
95,000 |
1,213 |
0 |
Medical Appliances & ... |
|
|
SJM |
JM Smucker Company |
366 |
New |
$115.20 |
$94,000 |
750 |
0.01% |
94,000 |
750 |
0.001 |
Processed & Packaged ... |
|
|
ROLL |
Rbc Bearings Inc |
368 |
New |
$272.70 |
$93,000 |
343 |
0.01% |
93,000 |
343 |
0 |
Machine Tools & Acces... |
|
|
FN |
Fabrinet |
367 |
New |
$232.39 |
$93,000 |
490 |
0.01% |
93,000 |
490 |
0.002 |
Electronic Equipment |
|
|
IYH |
iShares Dow Jones US Health... |
369 |
New |
$60.46 |
$92,000 |
1,480 |
0.01% |
92,000 |
1,480 |
0.015 |
Closed - End Fund - E... |
|
|
WY |
Weyerhaeuser Co |
370 |
New |
$31.19 |
$92,000 |
2,560 |
0.01% |
92,000 |
2,560 |
0 |
Lumber,Wood Production |
|
