- New Purchases: TFC, A2A, CSL, LYB, BLK, 2IS, AGQ, ET,
- Added Positions: DIS, HD, HLT, MAR, LHX, ANTM, AMGN, BDX, SYK, EW, IYF, UNH, CTXS, WWD, BAH, MORN, PLD, LRCX, CVS, FIS, CME, CL, WMT, VZ, FB, USB, ABBV, ZTS, MKC, SBUX, PAYX, MA, MDT, APH, CMI, HON, T, HACK, ABT, GILD, ISRG, URI, TJX, MCK, SWK, ITW, IBM, JPM, WM, TXN, FDX, DUK, BXP, BA, LMT, REGN,
- Reduced Positions: MSFT, ORCL, XOM, BMY, FISV, AAPL, GOOG, ECL, CHTR, TMO, LBTYK, PFE, GOOGL, COP, WFC, CVX, GLIBA, PSX, PBCT, LIN, MMM, YUM, GM, TRIP, TAP, MRK, GS, FAST, EMR, EWBC, CSCO, LBRDA, YUMC, BABA, LTRPA, XLU, TD, TGT, LOW, INTC, ETN, ADP, ALGN, ADBE,
- Sold Out: BBK, BOTZ, MHK, IR, SLB, XLF, FLIR, TXT, DD, PNC, XEC, SPG, DFS, GWW, MO, MAS, DOW, MMC, PM, MBCN, WBS, VLO, HIG, TROW, ACN, RTN, ETR,
For the details of YHB Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/yhb+investment+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of YHB Investment Advisors, Inc.- Apple Inc (AAPL) - 121,931 shares, 5.53% of the total portfolio. Shares reduced by 1.19%
- Microsoft Corp (MSFT) - 179,583 shares, 5.05% of the total portfolio. Shares reduced by 4.1%
- Thermo Fisher Scientific Inc (TMO) - 72,176 shares, 3.65% of the total portfolio. Shares reduced by 1.03%
- Costco Wholesale Corp (COST) - 58,360 shares, 2.97% of the total portfolio. Shares added by 0.03%
- Amazon.com Inc (AMZN) - 8,200 shares, 2.85% of the total portfolio. Shares added by 0.68%
YHB Investment Advisors, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $30.39. The impact to a portfolio due to this purchase was 0.56%. The holding were 102,597 shares as of .
New Purchase: Essential Utilities Inc (A2A)YHB Investment Advisors, Inc. initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $39.40. The impact to a portfolio due to this purchase was 0.49%. The holding were 66,953 shares as of .
New Purchase: Carlisle Companies Inc (CSL)YHB Investment Advisors, Inc. initiated holding in Carlisle Companies Inc. The purchase prices were between $100.3 and $164.06, with an estimated average price of $149.05. The stock is now traded at around $121.70. The impact to a portfolio due to this purchase was 0.3%. The holding were 13,625 shares as of .
New Purchase: LyondellBasell Industries NV (LYB)YHB Investment Advisors, Inc. initiated holding in LyondellBasell Industries NV. The purchase prices were between $34.9 and $94.48, with an estimated average price of $74.29. The stock is now traded at around $51.12. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,898 shares as of .
New Purchase: BlackRock Inc (BLK)YHB Investment Advisors, Inc. initiated holding in BlackRock Inc. The purchase prices were between $327.42 and $572.48, with an estimated average price of $494.66. The stock is now traded at around $456.60. The impact to a portfolio due to this purchase was 0.07%. The holding were 881 shares as of .
New Purchase: Trane Technologies PLC (2IS)YHB Investment Advisors, Inc. initiated holding in Trane Technologies PLC. The purchase prices were between $65 and $103.98, with an estimated average price of $91.12. The stock is now traded at around $81.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,090 shares as of .
Added: Hilton Worldwide Holdings Inc (HLT)YHB Investment Advisors, Inc. added to a holding in Hilton Worldwide Holdings Inc by 103.48%. The purchase prices were between $56.68 and $113.92, with an estimated average price of $98.09. The stock is now traded at around $68.60. The impact to a portfolio due to this purchase was 0.12%. The holding were 19,147 shares as of .
Added: Marriott International Inc (MAR)YHB Investment Advisors, Inc. added to a holding in Marriott International Inc by 31.41%. The purchase prices were between $63.81 and $151.49, with an estimated average price of $125.54. The stock is now traded at around $78.48. The impact to a portfolio due to this purchase was 0.11%. The holding were 32,872 shares as of .
Added: L3Harris Technologies Inc (LHX)YHB Investment Advisors, Inc. added to a holding in L3Harris Technologies Inc by 95.62%. The purchase prices were between $150.22 and $230.04, with an estimated average price of $205.43. The stock is now traded at around $195.99. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,299 shares as of .
Added: Anthem Inc (ANTM)YHB Investment Advisors, Inc. added to a holding in Anthem Inc by 229.76%. The purchase prices were between $174.68 and $307.74, with an estimated average price of $273.87. The stock is now traded at around $260.03. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,380 shares as of .
Added: iShares U.S. Financial (IYF)YHB Investment Advisors, Inc. added to a holding in iShares U.S. Financial by 913.69%. The purchase prices were between $81.74 and $142.33, with an estimated average price of $125.66. The stock is now traded at around $100.36. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,925 shares as of .
Added: Booz Allen Hamilton Holding Corp (BAH)YHB Investment Advisors, Inc. added to a holding in Booz Allen Hamilton Holding Corp by 23.83%. The purchase prices were between $57.38 and $79.4, with an estimated average price of $73.8. The stock is now traded at around $75.46. The impact to a portfolio due to this purchase was 0.04%. The holding were 18,630 shares as of .
Sold Out: Truist Financial Corp (BBK)YHB Investment Advisors, Inc. sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.
Sold Out: Global X Robotics & Artificial Intelligence ETF (BOTZ)YHB Investment Advisors, Inc. sold out a holding in Global X Robotics & Artificial Intelligence ETF. The sale prices were between $15.11 and $23.06, with an estimated average price of $20.77.
Sold Out: Mohawk Industries Inc (MHK)YHB Investment Advisors, Inc. sold out a holding in Mohawk Industries Inc. The sale prices were between $58.66 and $143.81, with an estimated average price of $119.34.
Sold Out: Ingersoll Rand Inc (IR)YHB Investment Advisors, Inc. sold out a holding in Ingersoll Rand Inc. The sale prices were between $71.26 and $117.82, with an estimated average price of $101.89.
Sold Out: Schlumberger Ltd (SLB)YHB Investment Advisors, Inc. sold out a holding in Schlumberger Ltd. The sale prices were between $12.05 and $40.82, with an estimated average price of $29.34.
Sold Out: FLIR Systems Inc (FLIR)YHB Investment Advisors, Inc. sold out a holding in FLIR Systems Inc. The sale prices were between $25.52 and $58.79, with an estimated average price of $47.38.
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