0001398344-19-017809.txt : 20191015 0001398344-19-017809.hdr.sgml : 20191015 20191015081634 ACCESSION NUMBER: 0001398344-19-017809 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 FILER: COMPANY DATA: COMPANY CONFORMED NAME: YHB Investment Advisors, Inc. CENTRAL INDEX KEY: 0001469219 IRS NUMBER: 061283359 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13567 FILM NUMBER: 191149282 BUSINESS ADDRESS: STREET 1: 29 SOUTH MAIN ST., STE. 306 CITY: WEST HARTFORD STATE: CT ZIP: 06107-2417 BUSINESS PHONE: 860-561-7050 MAIL ADDRESS: STREET 1: 29 SOUTH MAIN ST., STE. 306 CITY: WEST HARTFORD STATE: CT ZIP: 06107-2417 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001469219 XXXXXXXX 09-30-2019 09-30-2019 false YHB Investment Advisors, Inc.
29 SOUTH MAIN ST., STE. 306 WEST HARTFORD CT 06107-2417
13F HOLDINGS REPORT 028-13567 N
Mark W. Everette CEO and Senior Portfolio Manager 860-561-7050 /s/ Mark W. Everett West Hartford CT 10-04-2019 0 186 655506
INFORMATION TABLE 2 fp0046444_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 1955 11892 SH SOLE 11892 0 0 AUTOMATIC DATA PROCESSING COM 053015103 1187 7354 SH SOLE 7354 0 0 FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 33738R720 757 23945 SH SOLE 23945 0 0 AT&T INC COM 00206R102 1161 30689 SH SOLE 30689 0 0 ABBVIE INC COM 00287Y109 3429 45283 SH SOLE 45283 0 0 ABBOTT LABS COM 002824100 2866 34248 SH SOLE 34248 0 0 ABIOMED INC COM 003654100 1118 6282 SH SOLE 6282 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 213 1106 SH SOLE 1106 0 0 ADOBE SYS INC COM 00724F101 260 940 SH SOLE 940 0 0 AERCAP HOLDINGS NV SHS N00985106 1062 19397 SH SOLE 19397 0 0 AFLAC INC COM 001055102 2737 52314 SH SOLE 52314 0 0 AIR PRODS & CHEMS INC COM 009158106 261 1177 SH SOLE 1177 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1270 7592 SH SOLE 7592 0 0 ALIGN TECHNOLOGY INC COM 016255101 691 3822 SH SOLE 3822 0 0 ALPHABET INC CAP STK CL A 02079K305 13757 11266 SH SOLE 11266 0 0 ALPHABET INC CAP STK CL C 02079K107 12797 10498 SH SOLE 10498 0 0 AMAZON COM INC COM 023135106 14070 8105 SH SOLE 8105 0 0 AMERICAN EXPRESS CO COM 025816109 978 8267 SH SOLE 8267 0 0 AMERICAN TOWER CORP NEW COM 03027X100 261 1182 SH SOLE 1182 0 0 AMGEN INC COM 031162100 9954 51438 SH SOLE 51438 0 0 AMPHENOL CORP NEW CL A 032095101 4700 48707 SH SOLE 48707 0 0 ANTHEM INC COM 036752103 244 1015 SH SOLE 1015 0 0 AON CORP COM 037389103 2200 11365 SH SOLE 11365 0 0 APPLE INC COM 037833100 28735 128301 SH SOLE 128301 0 0 AQUA AMERICA INC COM 03836W103 3092 68971 SH SOLE 68971 0 0 BANK OF AMERICA CORPORATION COM 060505104 959 32863 SH SOLE 32863 0 0 BAXTER INTL INC COM 071813109 243 2783 SH SOLE 2783 0 0 BECTON DICKINSON & CO COM 075887109 8431 33329 SH SOLE 33329 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670207 18272 87840 SH SOLE 87840 0 0 BOEING CO COM 097023105 835 2195 SH SOLE 2195 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1056 14875 SH SOLE 14875 0 0 BOSTON PROPERTIES INC COM 101121101 282 2175 SH SOLE 2175 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2887 56940 SH SOLE 56940 0 0 CME GROUP INC COM 12572Q105 6508 30793 SH SOLE 30793 0 0 CSX CORP COM 126408103 254 3662 SH SOLE 3662 0 0 CVS CAREMARK CORPORATION COM 126650100 7069 112078 SH SOLE 112078 0 0 CAMDEN NATL CORP COM 133034108 390 9000 SH SOLE 9000 0 0 CELGENE CORP COM 151020104 4165 41940 SH SOLE 41940 0 0 CERNER CORP COM 156782104 346 5073 SH SOLE 5073 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 1373 3332 SH SOLE 3332 0 0 CHEVRON CORP NEW COM 166764100 4036 34031 SH SOLE 34031 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 672 800 SH SOLE 800 0 0 CHURCH & DWIGHT INC COM 171340102 5765 76618 SH SOLE 76618 0 0 CIGNA CORPORATION COM 125509109 267 1761 SH SOLE 1761 0 0 CIMAREX ENERGY CO COM 171798101 391 8156 SH SOLE 8156 0 0 CISCO SYS INC COM 17275R102 2985 60404 SH SOLE 60404 0 0 CITIGROUP INC COM NEW 172967424 4357 63076 SH SOLE 63076 0 0 CITRIX SYS INC COM 177376100 3093 32049 SH SOLE 32049 0 0 COCA COLA CO COM 191216100 1662 30526 SH SOLE 30526 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6478 107487 SH SOLE 107487 0 0 COLGATE PALMOLIVE CO COM 194162103 4194 57050 SH SOLE 57050 0 0 COMCAST CORP NEW CL A SPL 20030N200 4860 107818 SH SOLE 107818 0 0 CONAGRA BRANDS INC COM 205887102 230 7495 SH SOLE 7495 0 0 CONOCOPHILLIPS COM 20825C104 728 12769 SH SOLE 12769 0 0 COSTCO WHSL CORP NEW COM 22160K105 17094 59330 SH SOLE 59330 0 0 CUMMINS INC COM 231021106 2612 16056 SH SOLE 16056 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 2052 54857 SH SOLE 54857 0 0 DANAHER CORP DEL COM 235851102 15542 107607 SH SOLE 107607 0 0 DISCOVER FINL SVCS COM 254709108 284 3500 SH SOLE 3500 0 0 DISH NETWORK CORP CL A 25470M109 879 25800 SH SOLE 25800 0 0 DOMINION RES INC VA NEW COM 25746U109 356 4398 SH SOLE 4398 0 0 DOW INC COM 260557103 230 4825 SH SOLE 4825 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 384 4001 SH SOLE 4001 0 0 DUPONT DE NEMOURS INC COM 26614N102 404 5665 SH SOLE 5665 0 0 EOG RES INC COM 26875P101 630 8495 SH SOLE 8495 0 0 EAST WEST BANCORP INC COM 27579R104 1883 42509 SH SOLE 42509 0 0 EATON CORP PLC SHS G29183103 243 2921 SH SOLE 2921 0 0 EBAY INC COM 278642103 2239 57448 SH SOLE 57448 0 0 ECOLAB INC COM 278865100 16231 81956 SH SOLE 81956 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 2742 12468 SH SOLE 12468 0 0 EMERSON ELEC CO COM 291011104 1183 17688 SH SOLE 17688 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 270 4568 SH SOLE 4568 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 251 8797 SH SOLE 8797 0 0 EVERSOURCE ENERGY COM 30040W108 303 3546 SH SOLE 3546 0 0 EXXON MOBIL CORP COM 30231G102 7939 112434 SH SOLE 112434 0 0 FACEBOOK INC CL A 30303M102 6901 38753 SH SOLE 38753 0 0 FASTENAL CO 10 3 311900104 2271 69506 SH SOLE 69506 0 0 FEDEX CORP COM 31428X106 353 2422 SH SOLE 2422 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 4365 32876 SH SOLE 32876 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 279 9975 SH SOLE 9975 0 0 FISERV INC COM 337738108 1427 13777 SH SOLE 13777 0 0 FLIR SYS INC COM 302445101 386 7340 SH SOLE 7340 0 0 FORTIVE CORP COM 34959J108 6571 95842 SH SOLE 95842 0 0 FOX CORP CL A COM 35137L105 319 10119 SH SOLE 10119 0 0 FOX CORP CL B COM 35137L204 364 11534 SH SOLE 11534 0 0 GCI LIBERTY INC COM CLASS A 36164V305 1096 17663 SH SOLE 17663 0 0 GENERAL ELECTRIC CO COM 369604103 3140 351224 SH SOLE 351224 0 0 GENERAL MTRS CO COM 37045V100 1692 45150 SH SOLE 45150 0 0 GILEAD SCIENCES INC COM 375558103 1821 28736 SH SOLE 28736 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 3421 16510 SH SOLE 16510 0 0 GRAINGER W W INC COM 384802104 215 725 SH SOLE 725 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 216 3572 SH SOLE 3572 0 0 HILTON WORLDWIDE HLDGS INC COM COM 43300A203 876 9410 SH SOLE 9410 0 0 HOME DEPOT INC COM 437076102 11434 49280 SH SOLE 49280 0 0 HONEYWELL INTL INC COM 438516106 5676 33547 SH SOLE 33547 0 0 INTERNATIONAL BUSINESS MACHINE COM 459200101 756 5198 SH SOLE 5198 0 0 ING GROUP N V SPONSORED ADR 456837103 313 29914 SH SOLE 29914 0 0 ILLINOIS TOOL WKS INC COM 452308109 863 5514 SH SOLE 5514 0 0 INGERSOLL-RAND PLC SHS G47791101 504 4090 SH SOLE 4090 0 0 INTEL CORP COM 458140100 2368 45961 SH SOLE 45961 0 0 INTUIT COM 461202103 8282 31142 SH SOLE 31142 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 6327 11719 SH SOLE 11719 0 0 INVESCO EXCHANGE TRADED FD DYNMC BIOTECH 46137V787 1175 24795 SH SOLE 24795 0 0 INVESCO EXCHNG TRADED FD TR GLOBAL WATER 46138E651 361 12950 SH SOLE 12950 0 0 JPMORGAN CHASE & CO COM 46625H100 1994 16944 SH SOLE 16944 0 0 JOHNSON & JOHNSON COM 478160104 10229 79058 SH SOLE 79058 0 0 KIMBERLY CLARK CORP COM 494368103 446 3139 SH SOLE 3139 0 0 LAM RESEARCH CORP COM 512807108 3779 16352 SH SOLE 16352 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 850 8129 SH SOLE 8129 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 2086 87674 SH SOLE 87674 0 0 LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 124 13200 SH SOLE 13200 0 0 LINCOLN ELEC HLDGS INC COM 533900106 594 6847 SH SOLE 6847 0 0 LINDE PLC COM G5494J103 2810 14506 SH SOLE 14506 0 0 LOCKHEED MARTIN CORP COM 539830109 301 772 SH SOLE 772 0 0 LOWES COS INC COM 548661107 1857 16885 SH SOLE 16885 0 0 MARRIOTT INTL INC NEW CL A 571903202 3120 25090 SH SOLE 25090 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 262 10500 SH SOLE 10500 0 0 MASCO CORP COM 574599106 234 5620 SH SOLE 5620 0 0 MASTERCARD INC CL A 57636Q104 774 2850 SH SOLE 2850 0 0 MCCORMICK & CO INC COM NON VTG 579780206 8689 55595 SH SOLE 55595 0 0 MCDONALDS CORP COM 580135101 9200 42847 SH SOLE 42847 0 0 MCKESSON CORP COM 58155Q103 493 3605 SH SOLE 3605 0 0 MEDTRONIC PLC SHS G5960L103 2291 21089 SH SOLE 21089 0 0 MERCK & CO INC NEW COM 58933Y105 1541 18305 SH SOLE 18305 0 0 MICROSOFT CORP COM 594918104 25973 186813 SH SOLE 186813 0 0 MIDDLEFIELD BANC CORP COM NEW 596304204 209 4476 SH SOLE 4476 0 0 MOHAWK INDS INC COM 608190104 1273 10264 SH SOLE 10264 0 0 MOLSON COORS BREWING CO CL B 60871R209 1170 20348 SH SOLE 20348 0 0 MONDELEZ INTL INC CL A 609207105 3071 55521 SH SOLE 55521 0 0 MORGAN STANLEY COM NEW 617446448 1481 34711 SH SOLE 34711 0 0 MORNINGSTAR INC COM 617700109 3327 22768 SH SOLE 22768 0 0 NEXTERA ENERGY INC COM 65339F101 7734 33195 SH SOLE 33195 0 0 NIKE INC CL B 654106103 10525 112066 SH SOLE 112066 0 0 NORFOLK SOUTHERN CORP COM 655844108 404 2250 SH SOLE 2250 0 0 NOVARTIS A G SPONSORED ADR 66987V109 466 5363 SH SOLE 5363 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 604 13592 SH SOLE 13592 0 0 ORACLE CORP COM 68389X105 8353 151784 SH SOLE 151784 0 0 PNC FINL SVCS GROUP INC COM 693475105 236 1684 SH SOLE 1684 0 0 PAYCHEX INC COM 704326107 5210 62947 SH SOLE 62947 0 0 PAYPAL HLDGS INC COM 70450Y103 7402 71454 SH SOLE 71454 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 347 22222 SH SOLE 22222 0 0 PEPSICO INC COM 713448108 13547 98814 SH SOLE 98814 0 0 PFIZER INC COM 717081103 5713 159015 SH SOLE 159015 0 0 PHILIP MORRIS INTL INC COM 718172109 217 2852 SH SOLE 2852 0 0 PHILLIPS 66 COM 718546104 656 6404 SH SOLE 6404 0 0 POST HLDGS INC COM 737446104 286 2700 SH SOLE 2700 0 0 PROCTER & GAMBLE CO COM 742718109 5971 48006 SH SOLE 48006 0 0 PROLOGIS INC COM 74340W103 2850 33441 SH SOLE 33441 0 0 PRUDENTIAL FINL INC COM 744320102 967 10746 SH SOLE 10746 0 0 REGENERON PHARMACEUTICALS COM 75886F107 472 1700 SH SOLE 1700 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1119 55910 SH SOLE 55910 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 821 12677 SH SOLE 12677 0 0 SALESFORCE COM INC COM 79466L302 272 1832 SH SOLE 1832 0 0 SCHLUMBERGER LTD COM 806857108 361 10574 SH SOLE 10574 0 0 SIMON PPTY GROUP INC NEW COM 828806109 330 2123 SH SOLE 2123 0 0 SOUTHERN CO COM 842587107 394 6380 SH SOLE 6380 0 0 STANLEY BLACK & DECKER INC COM 854502101 2827 19574 SH SOLE 19574 0 0 STARBUCKS CORP COM 855244109 1064 12034 SH SOLE 12034 0 0 STRYKER CORP COM 863667101 11202 51788 SH SOLE 51788 0 0 SUNTRUST BKS INC COM 867914103 5164 75063 SH SOLE 75063 0 0 TJX COS INC NEW COM 872540109 6903 123846 SH SOLE 123846 0 0 TARGET CORP COM 87612E106 348 3253 SH SOLE 3253 0 0 TEXAS INSTRS INC COM 882508104 252 1946 SH SOLE 1946 0 0 TEXTRON INC COM 883203101 373 7623 SH SOLE 7623 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 22016 75588 SH SOLE 75588 0 0 TORONTO DOMINION BK ONT COM 891160509 1295 22232 SH SOLE 22232 0 0 TRIPADVISOR INC COM 896945201 686 17725 SH SOLE 17725 0 0 US BANCORP DEL COM NEW 902973304 6899 124660 SH SOLE 124660 0 0 UNION PAC CORP COM 907818108 7333 45271 SH SOLE 45271 0 0 UNITED FINANCIAL BANCORP INC COM 91030T109 485 35551 SH SOLE 35551 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5265 24226 SH SOLE 24226 0 0 UNITED RENTALS INC COM 911363109 3899 31284 SH SOLE 31284 0 0 UNITED TECHNOLOGIES CORP COM 913017109 13151 96334 SH SOLE 96334 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1265 20961 SH SOLE 20961 0 0 VIACOM INC NEW CL B 92553P201 308 12816 SH SOLE 12816 0 0 VISA INC COM CL A 92826C839 16678 96961 SH SOLE 96961 0 0 WABTEC CORP COM 929740108 705 9806 SH SOLE 9806 0 0 WAL MART STORES INC COM 931142103 2060 17357 SH SOLE 17357 0 0 DISNEY WALT CO COM DISNEY 254687106 12424 95337 SH SOLE 95337 0 0 WASTE MGMT INC DEL COM 94106L109 1325 11524 SH SOLE 11524 0 0 WEBSTER FINL CORP CONN COM 947890109 222 4739 SH SOLE 4739 0 0 WELLS FARGO & CO NEW COM 949746101 3594 71253 SH SOLE 71253 0 0 WOODWARD INC COM 980745103 2247 20839 SH SOLE 20839 0 0 YUM BRANDS INC COM 988498101 4665 41129 SH SOLE 41129 0 0 YUM CHINA HLDGS INC COM 98850P109 3265 71858 SH SOLE 71858 0 0 ZOETIS INC CL A 98978V103 4085 32786 SH SOLE 32786 0 0