CEO and Senior Portfolio Manager

0001398344-24-014712.txt : 20240815 0001398344-24-014712.hdr.sgml : 20240815 20240814181512 ACCESSION NUMBER: 0001398344-24-014712 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240815 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: YHB Investment Advisors, Inc. CENTRAL INDEX KEY: 0001469219 ORGANIZATION NAME: IRS NUMBER: 061283359 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-13567 FILM NUMBER: 241209977 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001469219 XXXXXXXX 03-31-2024 03-31-2024 true 1 RESTATEMENT false YHB Investment Advisors, Inc.

29 SOUTH MAIN ST., STE. 306 WEST HARTFORD CT 06107-2417

13F HOLDINGS REPORT 028-13567 000105434 801-35916 N Mark W. Everette CEO and Senior Portfolio Manager 860-561-7050 /s/ Mark W. Everette West Hartford CT 08-03-2024 0 273 1127439641 INFORMATION TABLE 2 fp0089458-1_13fhr-table.xml 3M CO COM Stock 88579Y101 513485 4841 SH SOLE 4841 0 0 ABBOTT LABS COM Stock 002824100 778457 6849 SH SOLE 6849 0 0 ABBVIE INC COM Stock 00287Y109 6300842 34601 SH SOLE 34601 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 2103229 6068 SH SOLE 6068 0 0 ADOBE INC COM Stock 00724F101 478865 949 SH SOLE 949 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 275969 1529 SH SOLE 1529 0 0 AERCAP HOLDINGS NV SHS Stock N00985106 1812508 20855 SH SOLE 20855 0 0 AFLAC INC COM Stock 001055102 4213809 49078 SH SOLE 49077 0 0 AKILI INC COMMON STOCK Stock 00974B107 7162 24730 SH SOLE 24730 0 0 ALCON AG ORD SHS Stock H01301128 1567660 18855 SH SOLE 18855 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 2659431 8110 SH SOLE 8110 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 24996725 165618 SH SOLE 165618 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 23223457 152525 SH SOLE 152525 0 0 AMAZON COM INC COM Stock 023135106 40182170 222764 SH SOLE 222764 0 0 AMERICAN EXPRESS CO COM Stock 025816109 1352706 5941 SH SOLE 5941 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 469474 2376 SH SOLE 2376 0 0 AMERIPRISE FINL INC COM Stock 03076C106 213959 488 SH SOLE 488 0 0 AMGEN INC COM Stock 031162100 12304812 43278 SH SOLE 43278 0 0 AMPHENOL CORP NEW CL A Stock 032095101 8769484 76025 SH SOLE 76025 0 0 AON PLC SHS CL A Stock G0403H108 10027619 30048 SH SOLE 30048 0 0 APOLLO GLOBAL MGMT INC COM Stock 03769M106 654796 5823 SH SOLE 5823 0 0 APPLE INC COM Stock 037833100 63043077 367641 SH SOLE 367640 0 0 APPLIED MATLS INC COM Stock 038222105 812134 3938 SH SOLE 3938 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1057899 4236 SH SOLE 4236 0 0 AUTOZONE INC COM Stock 053332102 2272340 721 SH SOLE 721 0 0 BANK AMERICA CORP COM Stock 060505104 631703 16659 SH SOLE 16658 0 0 BECTON DICKINSON & CO COM Stock 075887109 2450992 9905 SH SOLE 9905 0 0 BERKLEY W R CORP COM Stock 084423102 950111 10743 SH SOLE 10743 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 32084835 76298 SH SOLE 76298 0 0 BLACKROCK INC COM Stock 09247X101 2380214 2855 SH SOLE 2855 0 0 BLACKSTONE INC COM Stock 09260D107 304778 2320 SH SOLE 2320 0 0 BOEING CO COM Stock 097023105 222710 1154 SH SOLE 1154 0 0 BOOZ ALLEN HAMILTON HLDG CORP CL A Stock 099502106 3133420 21109 SH SOLE 21109 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 1152564 21253 SH SOLE 21253 0 0 BROADCOM INC COM Stock 11135F101 1236608 933 SH SOLE 933 0 0 CAMDEN PPTY TR SH BEN INT REIT 133131102 466613 4742 SH SOLE 4742 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 2346060 15757 SH SOLE 15757 0 0 CARLISLE COS INC COM Stock 142339100 7167905 18292 SH SOLE 18292 0 0 CARLYLE GROUP INC COM Stock 14316J108 232908 4965 SH SOLE 4965 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 2710476 46628 SH SOLE 46627 0 0 CASEYS GEN STORES INC COM Stock 147528103 457294 1436 SH SOLE 1436 0 0 CATERPILLAR INC COM Stock 149123101 620559 1694 SH SOLE 1693 0 0 CDW CORP COM Stock 12514G108 366789 1434 SH SOLE 1434 0 0 CHARLES RIV LABS INTL INC COM Stock 159864107 254964 941 SH SOLE 941 0 0 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 866949 2983 SH SOLE 2983 0 0 CHEVRON CORP NEW COM Stock 166764100 4925694 31227 SH SOLE 31226 0 0 CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 1043530 359 SH SOLE 359 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 4969527 47642 SH SOLE 47641 0 0 CISCO SYS INC COM Stock 17275R102 1343239 26913 SH SOLE 26913 0 0 CITIGROUP INC COM NEW Stock 172967424 1954815 30911 SH SOLE 30911 0 0 CME GROUP INC COM Stock 12572Q105 5411338 25135 SH SOLE 25135 0 0 COCA COLA CO COM Stock 191216100 852176 13929 SH SOLE 13929 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 792045 10807 SH SOLE 10807 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 1733186 19247 SH SOLE 19246 0 0 COMCAST CORP NEW CL A Stock 20030N101 3338990 77024 SH SOLE 77024 0 0 CONOCOPHILLIPS COM Stock 20825C104 1692188 13295 SH SOLE 13295 0 0 COPART INC COM Stock 217204106 455020 7856 SH SOLE 7856 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 33669393 45957 SH SOLE 45956 0 0 CSX CORP COM Stock 126408103 337953 9117 SH SOLE 9116 0 0 CUMMINS INC COM Stock 231021106 5067642 17199 SH SOLE 17198 0 0 CVS HEALTH CORP COM Stock 126650100 1198256 15023 SH SOLE 15023 0 0 CYBIN INC COM Stock 23256X100 20675 50000 SH SOLE 50000 0 0 D R HORTON INC COM Stock 23331A109 330252 2007 SH SOLE 2007 0 0 DANAHER CORPORATION COM Stock 235851102 20654994 82713 SH SOLE 82712 0 0 DEERE & CO COM Stock 244199105 382399 931 SH SOLE 931 0 0 DIMENSIONAL U.S. EQUITY ETF ETF 25434V401 203191 3566 SH SOLE 3566 0 0 DISNEY Stock 254687106 4118712 33661 SH SOLE 33660 0 0 DOW INC COM Stock 260557103 251300 4338 SH SOLE 4338 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 299702 3909 SH SOLE 3908 0 0 EAGLE CAPITAL SELECT EQUITY ETF ETF 88339Y102 8063422 319608 SH SOLE 319608 0 0 EATON CORP PLC SHS Stock G29183103 1298247 4152 SH SOLE 4152 0 0 EBAY INC. 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