CEO and Senior Portfolio Manager

0001398344-21-020514.txt : 20211028 0001398344-21-020514.hdr.sgml : 20211028 20211028082024 ACCESSION NUMBER: 0001398344-21-020514 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211028 DATE AS OF CHANGE: 20211028 EFFECTIVENESS DATE: 20211028 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: 211355155 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 09-30-2021 09-30-2021 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. Everette West Hartford CT 10-25-2021 0 304 1159868 INFORMATION TABLE 2 fp0069577_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM Stock 88579Y101 1483 8453 SH SOLE 8453 0 0 ABBOTT LABS COM Stock 002824100 838 7098 SH SOLE 7098 0 0 ABBVIE INC COM Stock 00287Y109 3712 34415 SH SOLE 34415 0 0 ABIOMED INC COM Stock 003654100 1924 5910 SH SOLE 5910 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 294 919 SH SOLE 919 0 0 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 539 937 SH SOLE 937 0 0 AERCAP HOLDINGS NV SHS Stock N00985106 1412 24431 SH SOLE 24431 0 0 AFLAC INC COM Stock 001055102 2360 45273 SH SOLE 45273 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 260 1016 SH SOLE 1016 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 221 1494 SH SOLE 1494 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 2300 3457 SH SOLE 3457 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 25511 9542 SH SOLE 9542 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 27306 10245 SH SOLE 10245 0 0 AMAZON COM INC COM Stock 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COM Stock 22160K105 22866 50888 SH SOLE 50887 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 332 1913 SH SOLE 1913 0 0 CSX CORP COM Stock 126408103 331 11121 SH SOLE 11121 0 0 CUMMINS INC COM Stock 231021106 3731 16616 SH SOLE 16616 0 0 CVS HEALTH CORP COM Stock 126650100 7846 92462 SH SOLE 92461 0 0 D R HORTON INC COM Stock 23331A109 394 4697 SH SOLE 4697 0 0 DANAHER CORPORATION COM Stock 235851102 28573 93853 SH SOLE 93852 0 0 DEERE & CO COM Stock 244199105 307 917 SH SOLE 917 0 0 DISCOVER FINL SVCS COM Stock 254709108 430 3500 SH SOLE 3500 0 0 DISH NETWORK CORPORATION CL A Stock 25470M109 3194 73499 SH SOLE 73499 0 0 DISNEY Stock 254687106 20041 118465 SH SOLE 118464 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 2704 12746 SH SOLE 12745 0 0 DOW INC COM Stock 260557103 246 4270 SH SOLE 4270 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 329 3370 SH SOLE 3370 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 315 4633 SH SOLE 4633 0 0 EATON CORP PLC SHS Stock G29183103 276 1850 SH SOLE 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SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100 572 5121 SH SOLE 5121 0 0 TARGET CORP COM Stock 87612E106 739 3231 SH SOLE 3231 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 227 1517 SH SOLE 1517 0 0 TESLA INC COM Stock 88160R101 478 617 SH SOLE 617 0 0 TEXAS INSTRS INC COM Stock 882508104 432 2246 SH SOLE 2246 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 32129 56235 SH SOLE 56234 0 0 TJX COS INC NEW COM Stock 872540109 7331 111108 SH SOLE 111108 0 0 TORONTO DOMINION BK ONT COM NEW Stock 891160509 383 5790 SH SOLE 5790 0 0 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 390 2260 SH SOLE 2260 0 0 TRANSDIGM GROUP INC COM Stock 893641100 415 664 SH SOLE 664 0 0 TRIMBLE INC COM Stock 896239100 324 3935 SH SOLE 3935 0 0 TRUIST FINL CORP COM Stock 89832Q109 5003 85295 SH SOLE 85295 0 0 TYLER TECHNOLOGIES INC COM Stock 902252105 259 564 SH SOLE 564 0 0 UNION PAC CORP COM Stock 907818108 8130 41476 SH SOLE 41476 0 0 UNITED RENTALS INC COM Stock 911363109 10294 29334 SH SOLE 29334 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 13705 35074 SH SOLE 35074 0 0 US BANCORP DEL COM NEW Stock 902973304 4186 70423 SH SOLE 70423 0 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 807 12626 SH SOLE 12626 0 0 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 1033 6728 SH SOLE 6728 0 0 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 891 14615 SH SOLE 14615 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 261 5162 SH SOLE 5162 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1039 20781 SH SOLE 20781 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 452 1559 SH SOLE 1559 0 0 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 583 5639 SH SOLE 5639 0 0 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 1413 7035 SH SOLE 7035 0 0 VANGUARD MID-CAP INDEX FUND ETF 922908629 284 1201 SH SOLE 1201 0 0 VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771 2153 40393 SH SOLE 40393 0 0 VANGUARD S&P 500 ETF ETF 922908363 4067 10313 SH SOLE 10313 0 0 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 410 5000 SH SOLE 5000 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 6054 73465 SH SOLE 73465 0 0 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2674 48825 SH SOLE 48825 0 0 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 888 10395 SH SOLE 10395 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 1586 7141 SH SOLE 7141 0 0 VERIZON Stock 92343V104 853 15788 SH SOLE 15788 0 0 VISA INC COM CL A Stock 92826C839 20173 90563 SH SOLE 90562 0 0 WALMART INC COM Stock 931142103 2884 20690 SH SOLE 20689 0 0 WASTE MGMT INC DEL COM Stock 94106L109 1692 11325 SH SOLE 11325 0 0 WELLS FARGO CO NEW COM Stock 949746101 5133 110604 SH SOLE 110604 0 0 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 1602 6892 SH SOLE 6892 0 0 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 425 11400 SH SOLE 11400 0 0 WOODWARD INC COM Stock 980745103 3016 26640 SH SOLE 26639 0 0 YUM BRANDS INC COM Stock 988498101 4728 38659 SH SOLE 38658 0 0 YUM CHINA HLDGS INC COM Stock 98850P109 4022 69212 SH SOLE 69212 0 0 ZOETIS INC CL A Stock 98978V103 4886 25169 SH SOLE 25168 0 0 ZYNGA INC CL A Stock 98986T108 105 13990 SH SOLE 13990 0 0