13F Filings History of YHB Investment Advisors, Inc.

Latest 13F report
Q3 2025 - 08 Oct 2025
Value $
$1,367,438,211
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 299 stock holdings with total value $1,367,438,211 as of Q3 2025. Top holdings included AAPL, MSFT, AMZN, NVDA, and COST.

Notify me when YHB Investment Advisors, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 299 $1,367,438,211 +$37,477,648 -$51,638,712 -$14,161,064 AAPL, MSFT, AMZN, NVDA, COST 13F-HR 08 Oct 2025, 13:46
Q2 2025 299 $1,295,379,703 +$32,696,080 -$21,191,691 +$11,504,389 MSFT, AAPL, AMZN, COST, BRKB 13F-HR 10 Jul 2025, 11:28
Q1 2025 290 $1,197,176,937 +$36,568,890 -$16,405,206 +$20,163,684 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 22 Apr 2025, 17:59
Q4 2024 277 $1,217,325,566 +$53,647,075 -$24,195,194 +$29,451,881 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 22 Jan 2025, 16:09
Q3 2024 280 $1,207,526,408 +$18,543,494 -$41,550,183 -$23,006,689 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 22 Oct 2024, 16:49
Q2 2024 276 $1,162,183,687 +$57,888,996 -$28,367,994 +$29,521,002 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 01 Aug 2024, 14:56
Q1 2024 272 $1,127,439,641 +$59,589,940 -$32,445,427 +$27,144,513 MSFT, AAPL, AMZN, COST, BRKB Restatement 14 Aug 2024, 18:15
Q4 2023 263 $1,032,738,294 +$17,882,984 -$174,761,039 -$156,878,055 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 29 Jan 2024, 15:22
Q3 2023 268 $1,083,257,669 +$68,867,543 -$15,493,003 +$53,374,540 AAPL, MSFT, V, AMZN, COST 13F-HR 23 Oct 2023, 12:47
Q2 2023 280 $1,072,068,304 +$41,380,014 -$31,632,075 +$9,747,939 AAPL, MSFT, AMZN, BRKB, COST 13F-HR 10 Aug 2023, 09:21
Q1 2023 282 $997,302,217 +$33,312,438 -$23,992,220 +$9,320,218 AAPL, MSFT, TMO, AMZN, COST 13F-HR 08 May 2023, 11:27
Q4 2022 282 $937,293,066 +$27,167,277 -$38,779,161 -$11,611,884 AAPL, MSFT, TMO, BRKB, DHR 13F-HR 12 Jan 2023, 08:01
Q3 2022 280 $899,421,000 +$57,742,668 -$25,642,345 +$32,100,323 AAPL, MSFT, AMZN, TMO, DHR 13F-HR 03 Nov 2022, 11:37
Q2 2022 278 $947,220,216 +$47,116,612 -$20,335,004 +$26,781,608 AAPL, MSFT, TMO, AMZN, COST 13F-HR 14 Jul 2022, 09:17
Q1 2022 296 $1,131,264,532 +$39,483,772 -$71,318,266 -$31,834,494 AAPL, MSFT, AMZN, TMO, COST 13F-HR 14 Apr 2022, 08:38
Q4 2021 310 $1,256,071,873 +$35,441,420 -$23,782,617 +$11,658,803 AAPL, MSFT, AMZN, TMO, DHR 13F-HR 18 Jan 2022, 07:30
Q3 2021 303 $1,159,871,000 +$25,873,405 -$49,497,000 -$23,623,595 AAPL, MSFT, AMZN, TMO, DHR 13F-HR 28 Oct 2021, 08:20
Q2 2021 302 $1,173,723,000 +$23,844,139 -$30,007,871 -$6,163,732 AAPL, MSFT, AMZN, TMO, GOOG 13F-HR 15 Jul 2021, 08:20
Q1 2021 292 $1,154,783,000 +$45,021,010 -$31,506,139 +$13,514,871 AAPL, MSFT, AMZN, MINT, TMO 13F-HR 22 Apr 2021, 09:00
Q4 2020 277 $1,050,720,000 +$56,247,599 -$5,716,447 +$50,531,152 AAPL, MSFT, AMZN, MINT, TMO 13F-HR 21 Jan 2021, 08:00
Q3 2020 261 $921,446,000 +$310,819,010 -$78,175,559 +$232,643,451 AAPL, MSFT, AMZN, MINT, TMO 13F-HR 02 Nov 2020, 10:49
Q2 2020 172 $675,424,000 +$25,033,933 -$14,650,810 +$10,383,123 AAPL, MSFT, TMO, AMZN, DHR 13F-HR 20 Jul 2020, 09:31
Q1 2020 164 $563,451,000 +$20,885,347 -$7,108,882 +$13,776,465 AAPL, MSFT, TMO, COST, AMZN 13F-HR 16 Apr 2020, 08:53
Q4 2019 186 $680,776,000 +$17,630,852 -$11,746,844 +$5,884,008 AAPL, MSFT, TMO, V, COST 13F-HR 27 Jan 2020, 11:04
Q3 2019 185 $637,234,000 +$26,296,310 -$6,841,991 +$19,454,319 AAPL, MSFT, TMO, COST, V 13F-HR 15 Oct 2019, 08:16
Q2 2019 184 $611,503,000 +$6,233,166 -$34,748,314 -$28,515,148 MSFT, AAPL, TMO, V, ECL 13F-HR 15 Jul 2019, 08:13
Q1 2019 195 $638,494,000 +$19,615,031 -$10,382,807 +$9,232,224 AAPL, MSFT, TMO, AMZN, V 13F-HR 29 Apr 2019, 14:06
Q4 2018 178 $540,746,000 +$44,969,874 -$45,029,234 -$59,360 MSFT, AAPL, TMO, AMZN, V 13F-HR 11 Jan 2019, 14:10
Q3 2018 188 $639,077,000 +$14,578,982 -$16,791,087 -$2,212,105 MSFT, AAPL, TMO, AMZN, ECL 13F-HR 29 Oct 2018, 14:43
Q2 2018 181 $611,655,000 +$16,107,106 -$8,623,802 +$7,483,304 MSFT, AAPL, TMO, AMZN, ECL 13F-HR 09 Jul 2018, 08:47
Q1 2018 184 $589,776,000 +$24,420,563 -$11,098,298 +$13,322,265 MSFT, AAPL, TMO, AMZN, ECL 13F-HR 16 Apr 2018, 09:08
Q4 2017 187 $586,851,000 +$13,299,548 -$14,640,598 -$1,341,050 MSFT, AAPL, TMO, ECL, AMZN 13F-HR 16 Jan 2018, 09:19
Q3 2017 176 $559,168,000 +$42,536,183 -$85,943,457 -$43,407,274 AAPL, TMO, MSFT, ECL, PEP 13F-HR 06 Nov 2017, 09:47
Q2 2017 180 $582,838,000 +$98,792,883 -$48,555,487 +$50,237,396 PFE, MON, AAPL, TMO, MSFT 13F-HR 31 Jul 2017, 08:49
Q1 2017 174 $505,150,000 +$12,305,250 -$8,999,171 +$3,306,079 AAPL, MSFT, TMO, ECL, PEP 13F-HR 10 May 2017, 09:06
Q4 2016 172 $480,184,000 +$63,541,779 -$2,305,311 +$61,236,468 MSFT, AAPL, TMO, ECL, PEP 13F-HR 10 Feb 2017, 09:19
Q3 2016 166 $414,198,000 +$14,636,114 -$54,834,457 -$40,198,343 AAPL, TMO, ECL, PEP, MSFT 13F-HR 24 Oct 2016, 11:13
Q2 2016 165 $454,741,000 +$80,203,351 -$1,913,746 +$78,289,605 TMO, ECL, PEP, MSFT, AAPL 13F-HR 22 Jul 2016, 10:28
Q1 2016 151 $370,432,000 +$10,127,661 -$67,126,875 -$56,999,214 AAPL, TMO, PEP, XOM, ECL 13F-HR 19 Apr 2016, 09:47
Q4 2015 160 $441,117,000 +$43,208,232 -$20,479,408 +$22,728,824 TMO, ECL, AAPL, PEP, MSFT 13F-HR 29 Jan 2016, 10:09
Q3 2015 161 $418,567,000 +$11,146,623 -$9,108,192 +$2,038,431 AAPL, ECL, TMO, PEP, ORCL 13F-HR 28 Oct 2015, 12:37
Q2 2015 170 $452,643,000 +$25,069,138 -$8,555,960 +$16,513,178 AAPL, ECL, TMO, PEP, ORCL 13F-HR 30 Jul 2015, 14:20
Q1 2015 167 $434,448,000 +$17,979,706 -$9,014,319 +$8,965,387 AAPL, ECL, TMO, ORCL, PEP 13F-HR 20 Apr 2015, 11:35
Q4 2014 163 $432,735,000 +$17,416,780 -$9,130,726 +$8,286,054 AAPL, ECL, ORCL, XOM, TMO 13F-HR 30 Jan 2015, 07:19
Q3 2014 153 $413,023,000 +$6,792,161 -$6,824,078 -$31,917 ECL, XOM, AAPL, PEP, TMO 13F-HR 14 Oct 2014, 10:08
Q2 2014 153 $410,930,000 +$33,939,147 -$6,927,348 +$27,011,799 XOM, ECL, AAPL, ORCL, PEP 13F-HR 29 Jul 2014, 11:58
Q1 2014 150 $390,409,000 +$29,853,308 -$5,063,197 +$24,790,111 XOM, ECL, ORCL, TMO, GOOGLXXXX 13F-HR 01 May 2014, 14:29
Q4 2013 147 $369,685,000 $0 XOM, ECL, AAPL, GOOGLXXXX, ORCL 13F-HR 14 Jan 2014, 10:27