Portfolio (Quarterly)
Guide ↗
YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLY | SELECT SECTOR SPDR TR | — | 3,922 | $468K | 0.03% | SOLD |
| 2 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 569 | $354K | 0.02% | SOLD |
| 3 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,565 | $335K | 0.02% | SOLD |
| 4 | PTC | PTC INC | Technology | 1,806 | $315K | 0.02% | SOLD |
| 5 | XLV | SELECT SECTOR SPDR TR | — | 1,897 | $294K | 0.02% | SOLD |
| 6 | TRUT | VANECK ETF TRUST | — | 10,743 | $284K | 0.02% | SOLD |
| 7 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,256 | $233K | 0.02% | SOLD |
| 8 | — | MIDDLEFIELD BANC CORP | — | 6,666 | $230K | 0.02% | SOLD |
| 9 | QUS | SPDR SERIES TRUST | — | 1,308 | $228K | 0.02% | SOLD |
| 10 | AXON | AXON ENTERPRISE INC | Industrials | 392 | $223K | 0.01% | SOLD |
| 11 | KVUE | KENVUE INC | Consumer Defensive | 12,707 | $219K | 0.01% | SOLD |
| 12 | HACK | AMPLIFY ETF TR | — | 2,650 | $213K | 0.01% | SOLD |
| 13 | TROW | PRICE T ROWE GROUP INC | Financial Services | 2,024 | $207K | 0.01% | SOLD |
| 14 | DDD | 3-D SYS CORP DEL | Technology | 10,003 | $18K | 0.00% | SOLD |
Sector Allocation
Technology
27.8%
Financial Services
12.4%
Healthcare
12.3%
Consumer Cyclical
11.2%
Communication Services
11.0%
Industrials
10.8%
Consumer Defensive
7.4%
Basic Materials
2.5%
Energy
2.3%
Utilities
1.5%