• 13F History

YHB Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$1.2B
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 290 stock holdings with total value $1.2B as of Q1 2025. Top holdings included AAPL, MSFT, AMZN, COST, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 290 $1.2B +$36.6M -$16.4M +$20.2M AAPL, MSFT, AMZN, COST, BRKB 13F-HR 4/22/2025, 05:59 PM
Q4 2024 277 $1.22B +$53.6M -$24.2M +$29.5M AAPL, MSFT, AMZN, COST, BRKB 13F-HR 1/22/2025, 04:09 PM
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 -$15.5M +$53.4M AAPL, MSFT, V, AMZN, COST 13F-HR 10/23/2023, 12:47 PM
Q2 2023 280 $1.07B +$41.4M -$31.6M +$9.75M AAPL, MSFT, AMZN, BRKB, COST 13F-HR 8/10/2023, 09:21 AM
Q1 2023 282 $997M +$33.3M -$24M +$9.32M AAPL, MSFT, TMO, AMZN, COST 13F-HR 5/8/2023, 11:27 AM
Q4 2022 282 $937M +$27.2M -$38.8M -$11.6M AAPL, MSFT, TMO, BRKB, DHR 13F-HR 1/12/2023, 08:01 AM
Q3 2022 280 $899M +$57.7M -$25.6M +$32.1M AAPL, MSFT, AMZN, TMO, DHR 13F-HR 11/3/2022, 11:37 AM
Q2 2022 278 $947M +$47.1M -$20.3M +$26.8M AAPL, MSFT, TMO, AMZN, COST 13F-HR 7/14/2022, 09:17 AM
Q1 2022 296 $1.13B +$39.5M -$71.3M -$31.8M AAPL, MSFT, AMZN, TMO, COST 13F-HR 4/14/2022, 08:38 AM
Q4 2021 310 $1.26B +$35.4M -$23.8M +$11.7M AAPL, MSFT, AMZN, TMO, DHR 13F-HR 1/18/2022, 07:30 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 292 $1.15B +$45M -$31.5M +$13.5M AAPL, MSFT, AMZN, MINT, TMO 13F-HR 4/22/2021, 09:00 AM
Q4 2020 277 $1.05B +$56.2M -$5.72M +$50.5M AAPL, MSFT, AMZN, MINT, TMO 13F-HR 1/21/2021, 08:00 AM
Q3 2020 261 $921M +$311M -$78.2M +$233M AAPL, MSFT, AMZN, MINT, TMO 13F-HR 11/2/2020, 10:49 AM
Q2 2020 172 $675M +$25M -$14.7M +$10.4M AAPL, MSFT, TMO, AMZN, DHR 13F-HR 7/20/2020, 09:31 AM
Q1 2020 164 $563M +$20.9M -$7.11M +$13.8M AAPL, MSFT, TMO, COST, AMZN 13F-HR 4/16/2020, 08:53 AM
Q4 2019 186 $681M +$17.6M -$11.7M +$5.88M AAPL, MSFT, TMO, V, COST 13F-HR 1/27/2020, 11:04 AM
Q3 2019 185 $637M +$26.3M -$6.84M +$19.5M AAPL, MSFT, TMO, COST, V 13F-HR 10/15/2019, 08:16 AM
Q2 2019 184 $612M +$6.23M -$34.7M -$28.5M MSFT, AAPL, TMO, V, ECL 13F-HR 7/15/2019, 08:13 AM
Q1 2019 195 $638M +$19.6M -$10.4M +$9.23M AAPL, MSFT, TMO, AMZN, V 13F-HR 4/29/2019, 02:06 PM
Q4 2018 178 $541M +$45M -$45M -$59.4K MSFT, AAPL, TMO, AMZN, V 13F-HR 1/11/2019, 02:10 PM
Q3 2018 188 $639M +$14.6M -$16.8M -$2.21M MSFT, AAPL, TMO, AMZN, ECL 13F-HR 10/29/2018, 02:43 PM
Q2 2018 181 $612M +$16.1M -$8.62M +$7.48M MSFT, AAPL, TMO, AMZN, ECL 13F-HR 7/9/2018, 08:47 AM
Q1 2018 184 $590M +$24.4M -$11.1M +$13.3M MSFT, AAPL, TMO, AMZN, ECL 13F-HR 4/16/2018, 09:08 AM
Q4 2017 187 $587M +$13.3M -$14.6M -$1.34M MSFT, AAPL, TMO, ECL, AMZN 13F-HR 1/16/2018, 09:19 AM
Q3 2017 176 $559M +$42.5M -$85.9M -$43.4M AAPL, TMO, MSFT, ECL, PEP 13F-HR 11/6/2017, 09:47 AM
Q2 2017 180 $583M +$98.8M -$48.6M +$50.2M PFE, MON, AAPL, TMO, MSFT 13F-HR 7/31/2017, 08:49 AM
Q1 2017 174 $505M +$12.3M -$9M +$3.31M AAPL, MSFT, TMO, ECL, PEP 13F-HR 5/10/2017, 09:06 AM
Q4 2016 172 $480M +$63.5M -$2.31M +$61.2M MSFT, AAPL, TMO, ECL, PEP 13F-HR 2/10/2017, 09:19 AM
Q3 2016 166 $414M +$14.6M -$54.8M -$40.2M AAPL, TMO, ECL, PEP, MSFT 13F-HR 10/24/2016, 11:13 AM
Q2 2016 165 $455M +$80.2M -$1.91M +$78.3M TMO, ECL, PEP, MSFT, AAPL 13F-HR 7/22/2016, 10:28 AM
Q1 2016 151 $370M +$10.1M -$67.1M -$57M AAPL, TMO, PEP, XOM, ECL 13F-HR 4/19/2016, 09:47 AM
Q4 2015 160 $441M +$43.2M -$20.5M +$22.7M TMO, ECL, AAPL, PEP, MSFT 13F-HR 1/29/2016, 10:09 AM
Q3 2015 161 $419M +$11.1M -$9.11M +$2.04M AAPL, ECL, TMO, PEP, ORCL 13F-HR 10/28/2015, 12:37 PM
Q2 2015 170 $453M +$25.1M -$8.56M +$16.5M AAPL, ECL, TMO, PEP, ORCL 13F-HR 7/30/2015, 02:20 PM
Q1 2015 167 $434M +$18M -$9.01M +$8.97M AAPL, ECL, TMO, ORCL, PEP 13F-HR 4/20/2015, 11:35 AM
Q4 2014 163 $433M +$17.4M -$9.13M +$8.29M AAPL, ECL, ORCL, XOM, TMO 13F-HR 1/30/2015, 07:19 AM
Q3 2014 153 $413M +$6.79M -$6.82M -$31.9K ECL, XOM, AAPL, PEP, TMO 13F-HR 10/14/2014, 10:08 AM
Q2 2014 153 $411M +$33.9M -$6.93M +$27M XOM, ECL, AAPL, ORCL, PEP 13F-HR 7/29/2014, 11:58 AM
Q1 2014 150 $390M +$29.9M -$5.06M +$24.8M XOM, ECL, ORCL, TMO, GOOGLXXXX 13F-HR 5/1/2014, 02:29 PM
Q4 2013 147 $370M XOM, ECL, AAPL, GOOGLXXXX, ORCL 13F-HR 1/14/2014, 10:27 AM