CEO and Senior Portfolio Manager

0001398344-22-007369.txt : 20220414 0001398344-22-007369.hdr.sgml : 20220414 20220414083848 ACCESSION NUMBER: 0001398344-22-007369 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22826098 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 03-31-2022 03-31-2022 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 04-11-2022 0 297 1132786 INFORMATION TABLE 2 fp0075073_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM Stock 88579Y101 1105 7420 SH SOLE 7420 0 0 ABBOTT LABS COM Stock 002824100 809 6838 SH SOLE 6838 0 0 ABBVIE INC COM Stock 00287Y109 6167 38042 SH SOLE 38042 0 0 ABIOMED INC COM Stock 003654100 1945 5873 SH SOLE 5873 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 313 929 SH SOLE 929 0 0 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 565 1241 SH SOLE 1241 0 0 ADVANCED DRAIN SYS INC DEL COM Stock 00790R104 206 1737 SH SOLE 1737 0 0 AERCAP HOLDINGS NV SHS Stock N00985106 1175 23373 SH SOLE 23373 0 0 AFLAC INC COM Stock 001055102 3163 49128 SH SOLE 49128 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 210 841 SH SOLE 841 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 1959 4493 SH SOLE 4493 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 25828 9286 SH SOLE 9286 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 27220 9746 SH SOLE 9746 0 0 AMAZON COM INC COM Stock 023135106 38523 11817 SH SOLE 11817 0 0 AMERICAN EXPRESS CO COM Stock 025816109 1349 7212 SH SOLE 7212 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 237 945 SH SOLE 945 0 0 AMERIPRISE FINL INC COM Stock 03076C106 322 1073 SH SOLE 1073 0 0 AMGEN INC COM Stock 031162100 11425 47247 SH SOLE 47247 0 0 AMPHENOL CORP NEW CL A Stock 032095101 6273 83255 SH SOLE 83255 0 0 ANTHEM INC COM Stock 036752103 4611 9387 SH SOLE 9387 0 0 AON PLC SHS CL A Stock G0403H108 12762 39191 SH SOLE 39191 0 0 APPLE INC COM Stock 037833100 73474 420788 SH SOLE 420788 0 0 APPLIED MATLS INC COM Stock 038222105 456 3463 SH SOLE 3463 0 0 AT&T INC COM Stock 00206R102 285 12058 SH SOLE 12058 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1056 4641 SH SOLE 4641 0 0 AXON ENTERPRISE INC COM Stock 05464C101 211 1534 SH SOLE 1534 0 0 BECTON DICKINSON & CO COM Stock 075887109 8109 30484 SH SOLE 30484 0 0 BERKLEY W R CORP COM Stock 084423102 309 4633 SH SOLE 4633 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 28214 79947 SH SOLE 79947 0 0 BK OF AMERICA CORP COM Stock 060505104 658 15964 SH SOLE 15964 0 0 BLACKROCK INC COM Stock 09247X101 1813 2373 SH SOLE 2373 0 0 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 3631 72402 SH SOLE 72402 0 0 BOEING CO COM Stock 097023105 357 1865 SH SOLE 1864 0 0 BOOZ ALLEN HAMILTON HLDG CORP CL A Stock 099502106 1714 19515 SH SOLE 19515 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 2009 27509 SH SOLE 27509 0 0 BROADCOM INC COM Stock 11135F101 329 523 SH SOLE 523 0 0 BURLINGTON STORES INC COM Stock 122017106 205 1124 SH SOLE 1124 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 2301 17524 SH SOLE 17524 0 0 CARLISLE COS INC COM Stock 142339100 4433 18028 SH SOLE 18028 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 2149 46849 SH SOLE 46849 0 0 CATERPILLAR INC COM Stock 149123101 432 1938 SH SOLE 1937 0 0 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 1651 3026 SH SOLE 3026 0 0 CHEVRON CORP NEW COM Stock 166764100 2920 17931 SH SOLE 17930 0 0 CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 577 365 SH SOLE 365 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 5247 52794 SH SOLE 52794 0 0 CIGNA CORP NEW COM Stock 125523100 510 2129 SH SOLE 2129 0 0 CISCO SYS INC COM Stock 17275R102 1910 34254 SH SOLE 34254 0 0 CITIGROUP INC COM NEW Stock 172967424 3783 70850 SH SOLE 70850 0 0 CITRIX SYS INC COM Stock 177376100 374 3703 SH SOLE 3703 0 0 CME GROUP INC COM Stock 12572Q105 6638 27906 SH SOLE 27905 0 0 COCA COLA CO COM Stock 191216100 1070 17257 SH SOLE 17257 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 1413 15758 SH SOLE 15758 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 3189 42055 SH SOLE 42055 0 0 COMCAST CORP NEW CL A Stock 20030N101 10640 227255 SH SOLE 227254 0 0 COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 231 3353 SH SOLE 3353 0 0 CONOCOPHILLIPS COM Stock 20825C104 256 2556 SH SOLE 2556 0 0 COPART INC COM Stock 217204106 406 3235 SH SOLE 3235 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 28394 49308 SH SOLE 49307 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 329 1780 SH SOLE 1780 0 0 CSX CORP COM Stock 126408103 399 10646 SH SOLE 10645 0 0 CUMMINS INC COM Stock 231021106 3646 17775 SH SOLE 17775 0 0 CVS HEALTH CORP COM Stock 126650100 8469 83677 SH SOLE 83677 0 0 DANAHER CORPORATION COM Stock 235851102 26682 90963 SH SOLE 90963 0 0 DEERE & CO COM Stock 244199105 381 917 SH SOLE 917 0 0 DISH NETWORK CORPORATION CL A Stock 25470M109 2252 71144 SH SOLE 71144 0 0 DISNEY Stock 254687106 16147 117722 SH SOLE 117721 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 2614 11740 SH SOLE 11739 0 0 DOW INC COM Stock 260557103 267 4183 SH SOLE 4183 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 336 3009 SH SOLE 3008 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 289 3933 SH SOLE 3932 0 0 EBAY INC. 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SH SOLE 48654 0 0 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 1338 25965 SH SOLE 25965 0 0 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 865 10879 SH SOLE 10879 0 0 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 339 5668 SH SOLE 5668 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 2207 9692 SH SOLE 9691 0 0 VERISK ANALYTICS INC COM Stock 92345Y106 205 957 SH SOLE 957 0 0 VERIZON Stock 92343V104 678 13308 SH SOLE 13308 0 0 VISA INC COM CL A Stock 92826C839 20872 94116 SH SOLE 94116 0 0 VULCAN MATLS CO COM Stock 929160109 893 4861 SH SOLE 4861 0 0 WALMART INC COM Stock 931142103 3427 23009 SH SOLE 23009 0 0 WASTE MGMT INC DEL COM Stock 94106L109 1654 10433 SH SOLE 10433 0 0 WELLS FARGO CO NEW COM Stock 949746101 3040 62740 SH SOLE 62740 0 0 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 260 7965 SH SOLE 7965 0 0 WOODWARD INC COM Stock 980745103 4401 35235 SH SOLE 35234 0 0 YUM BRANDS INC COM Stock 988498101 4809 40574 SH SOLE 40573 0 0 YUM CHINA HLDGS INC COM Stock 98850P109 2822 67945 SH SOLE 67945 0 0 ZOETIS INC CL A Stock 98978V103 5436 28822 SH SOLE 28822 0 0