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| Name: |
YHB INVESTMENT ADVISORS, INC. |
| City: |
WEST HARTFORD |
| State: |
CT |
| Zip: |
061072417 |
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| Holdings
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36 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VV |
Vanguard Large Cap VIPERS |
112 |
- |
$239.04 |
$2,096,000 |
8,740 |
0.18% |
189,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
AXP |
American Express Co |
134 |
- |
$238.65 |
$1,353,000 |
5,941 |
0.12% |
240,000 |
0 |
0.001 |
Credit Services |
|
|
VOYA |
Voya Financial Inc |
145 |
- |
$73.60 |
$1,082,000 |
14,632 |
0.09% |
14,000 |
0 |
0.012 |
Property & Casualty I... |
|
|
CMG |
Chipotle Mexican Grill Inc |
147 |
- |
$3,195.40 |
$1,044,000 |
359 |
0.09% |
223,000 |
0 |
0.001 |
Restaurants |
|
|
LECO |
Lincoln Electric Holdings Inc |
148 |
- |
$231.66 |
$1,039,000 |
4,069 |
0.09% |
154,000 |
0 |
0.007 |
Machine Tools & Acces... |
|
|
WRB |
WR Berkley Corporation |
152 |
- |
$78.61 |
$950,000 |
10,743 |
0.08% |
190,000 |
0 |
0.004 |
Property & Casualty I... |
|
|
LYB |
LyondellBasell Industries N.V. |
153 |
- |
$101.32 |
$881,000 |
8,617 |
0.08% |
62,000 |
0 |
0.003 |
Specialty Chemicals |
|
|
EUSA |
Ishares Msci Usa Index Fund |
165 |
- |
$89.14 |
$701,000 |
7,700 |
0.06% |
51,000 |
0 |
0.086 |
N/A |
|
|
SMMU |
Pimco Short Term Municipal ... |
176 |
- |
$49.83 |
$641,000 |
12,845 |
0.06% |
-2,000 |
0 |
0.014 |
Closed - End Fund - E... |
|
|
GEHC |
Ge Healthcare Holding Llc |
180 |
- |
$81.03 |
$598,000 |
6,575 |
0.05% |
90,000 |
0 |
0.001 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
182 |
- |
$119.86 |
$589,000 |
4,867 |
0.05% |
46,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
PWR |
Quanta Services Inc |
186 |
- |
$265.43 |
$548,000 |
2,110 |
0.05% |
93,000 |
0 |
0.002 |
General Contractors |
|
|
ADBE |
Adobe Systems Inc |
193 |
- |
$483.11 |
$479,000 |
949 |
0.04% |
-87,000 |
0 |
0 |
Application Software |
|
|
CPRT |
Copart Inc |
200 |
- |
$54.59 |
$455,000 |
7,856 |
0.04% |
70,000 |
0 |
0.001 |
Auto Dealerships |
|
|
IWD |
iShares Russell 1000 Value |
204 |
- |
$176.70 |
$443,000 |
2,471 |
0.04% |
35,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
LBRDK |
Liberty Broadband Corporation |
205 |
- |
$52.97 |
$439,000 |
7,670 |
0.04% |
-179,000 |
0 |
0.005 |
N/A |
|
|
FDX |
Fedex Corp |
208 |
- |
$266.89 |
$407,000 |
1,405 |
0.04% |
52,000 |
0 |
0.001 |
AirDelivery & Freight... |
|
|
NVS |
Novartis AG (ADR) |
209 |
- |
$102.26 |
$399,000 |
4,123 |
0.03% |
-17,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
DE |
Deere & Co |
210 |
- |
$407.99 |
$382,000 |
931 |
0.03% |
10,000 |
0 |
0.001 |
Farm & Construction M... |
|
|
TXN |
Texas Instruments Inc |
211 |
- |
$187.82 |
$382,000 |
2,195 |
0.03% |
8,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
CDW |
Cdw Corp |
216 |
- |
$222.05 |
$367,000 |
1,434 |
0.03% |
41,000 |
0 |
0.001 |
Catalog & Mail Order ... |
|
|
QCOM |
QUALCOMM Inc |
218 |
- |
$184.21 |
$359,000 |
2,120 |
0.03% |
52,000 |
0 |
0 |
Communication Equipment |
|
|
DHI |
DR Horton Inc |
223 |
- |
$146.86 |
$330,000 |
2,007 |
0.03% |
25,000 |
0 |
0.001 |
Residential Construct... |
|
|
ING |
ING Groep N.V. (ADR) |
226 |
- |
$17.44 |
$318,000 |
19,303 |
0.03% |
28,000 |
0 |
0 |
Life & Health Insurance |
|
|
VO |
Vanguard Mid Cap VIPERS |
228 |
- |
$245.22 |
$306,000 |
1,225 |
0.03% |
21,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
232 |
- |
$109.95 |
$299,000 |
2,619 |
0.03% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
LBRDA |
Liberty Broadband Corporation |
233 |
- |
$53.32 |
$298,000 |
5,210 |
0.03% |
-122,000 |
0 |
0.02 |
N/A |
|
|
FICO |
Fair Isaac Corp |
234 |
- |
$1,332.53 |
$291,000 |
233 |
0.03% |
20,000 |
0 |
0.001 |
Business Services |
|
|
CRL |
Charles River Laboratories ... |
246 |
- |
$228.41 |
$255,000 |
941 |
0.02% |
33,000 |
0 |
0 |
Biotechnology |
|
|
BIN |
Waste Connections, Inc |
249 |
- |
$166.09 |
$239,000 |
1,391 |
0.02% |
31,000 |
0 |
0.001 |
Waste Management |
|
|
LMT |
Lockheed Martin Corp |
250 |
- |
$470.56 |
$239,000 |
526 |
0.02% |
1,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
CG |
The Carlyle Group Inc |
253 |
- |
$31.75 |
$233,000 |
4,965 |
0.02% |
31,000 |
0 |
0.001 |
Cigarettes & Other To... |
|
|
CEF |
Sprott Physical Gold & Silv... |
256 |
- |
$21.87 |
$226,000 |
11,105 |
0.02% |
13,000 |
0 |
0 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
263 |
- |
$50.23 |
$213,000 |
4,215 |
0.02% |
-2,000 |
0 |
0 |
N/A |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
912 |
New |
$116.60 |
$0 |
0 |
0% |
0 |
0 |
0.013 |
Closed - End Fund - E... |
|
|
GMO |
General Moly Inc |
941 |
- |
$0.01 |
$0 |
11,550 |
0% |
0 |
0 |
0 |
Diversified Metals & ... |
|
