Basic Stats
Portfolio Value $ 1,295,379,703
Current Positions 299
Latest Holdings, Performance, AUM (from 13F, 13D)

YHB Investment Advisors, Inc. has disclosed 299 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 1,295,379,703 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). YHB Investment Advisors, Inc.’s top holdings are Microsoft Corporation (US:MSFT) , Apple Inc. (US:AAPL) , Amazon.com, Inc. (US:AMZN) , Costco Wholesale Corporation (US:COST) , and Berkshire Hathaway Inc. (US:BRK.B) . YHB Investment Advisors, Inc.’s new positions include J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (US:HELO) , Neuberger Berman Income Funds - Neuberger Berman Short Duration Bond Fund (US:NBSD) , Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) , iShares Trust - iShares U.S. Healthcare Providers ETF (US:IHF) , and .

YHB Investment Advisors, Inc. - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.15 74.80 5.7744 1.0193
0.22 35.44 2.7357 0.6585
0.07 14.74 1.1377 0.3389
0.14 13.58 1.0481 0.2930
0.01 8.85 0.6830 0.2871
0.22 47.44 3.6623 0.2204
0.02 16.22 1.2523 0.2003
0.04 9.86 0.7614 0.1723
0.11 11.04 0.8523 0.1618
0.02 5.18 0.3996 0.1447
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.34 70.45 5.4387 -1.0321
0.03 9.24 0.7129 -0.5864
0.08 37.07 2.8616 -0.5270
0.05 6.92 0.5343 -0.4906
0.05 19.12 1.4763 -0.4599
0.00 0.70 0.0544 -0.1945
0.08 29.20 2.2543 -0.1727
0.04 12.47 0.9625 -0.1713
0.04 41.98 3.2406 -0.1650
0.02 8.74 0.6749 -0.1520
13F and Fund Filings

This form was filed on 2025-07-10 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
MSFT / Microsoft Corporation 0.15 -0.83 74.80 31.40 5.7744 1.0193
AAPL / Apple Inc. 0.34 -1.53 70.45 -9.06 5.4387 -1.0321
AMZN / Amazon.com, Inc. 0.22 -0.16 47.44 15.13 3.6623 0.2204
COST / Costco Wholesale Corporation 0.04 -1.63 41.98 2.96 3.2406 -0.1650
BRK.B / Berkshire Hathaway Inc. 0.08 0.18 37.07 -8.62 2.8616 -0.5270
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.22 -2.24 35.44 42.51 2.7357 0.6585
V / Visa Inc. 0.08 -0.78 29.20 0.50 2.2543 -0.1727
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.47 -0.30 28.97 5.97 2.2363 -0.0471
GOOGL / Alphabet Inc. 0.16 -0.63 28.17 13.25 2.1746 0.0969
GOOG / Alphabet Inc. 0.14 -1.62 25.37 11.71 1.9588 0.0614
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.21 0.09 22.60 4.61 1.7445 -0.0600
ECL / Ecolab Inc. 0.08 0.55 20.64 6.86 1.5934 -0.0200
TMO / Thermo Fisher Scientific Inc. 0.05 1.25 19.12 -17.50 1.4763 -0.4599
SYK / Stryker Corporation 0.05 0.53 18.90 6.84 1.4593 -0.0186
SPY / SPDR S&P 500 ETF 0.03 0.69 18.00 11.22 1.3896 0.0377
DHR / Danaher Corporation 0.08 3.67 16.74 -0.10 1.2921 -0.1074
INTU / Intuit Inc. 0.02 0.41 16.22 28.81 1.2523 0.2003
URI / United Rentals, Inc. 0.02 0.30 14.84 20.57 1.1458 0.1176
ORCL / Oracle Corporation 0.07 -1.45 14.74 54.11 1.1377 0.3389
IWB / iShares Trust - iShares Russell 1000 ETF 0.04 5.47 14.64 16.75 1.1299 0.0828
JPM / JPMorgan Chase & Co. 0.05 2.79 14.40 21.49 1.1115 0.1215
HD / The Home Depot, Inc. 0.04 1.97 14.35 2.02 1.1080 -0.0672
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.48 -3.63 13.97 12.42 1.0781 0.0405
APH / Amphenol Corporation 0.14 -0.25 13.58 50.19 1.0481 0.2930
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 -0.42 12.80 10.04 0.9878 0.0165
AMGN / Amgen Inc. 0.04 2.49 12.47 -8.15 0.9625 -0.1713
ISRG / Intuitive Surgical, Inc. 0.02 0.96 11.94 10.78 0.9221 0.0214
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.11 0.11 11.89 18.73 0.9182 0.0814
LRCX / Lam Research Corporation 0.11 -0.25 11.04 33.56 0.8523 0.1618
META / Meta Platforms, Inc. 0.01 0.34 10.19 28.50 0.7866 0.1242
TJX / The TJX Companies, Inc. 0.08 0.74 10.05 2.13 0.7760 -0.0461
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.04 2.49 9.86 39.85 0.7614 0.1723
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.11 21.16 9.45 33.69 0.7297 0.1391
EAGL / The 2023 ETF Series Trust - Eagle Capital Select Equity ETF 0.31 0.00 9.42 7.75 0.7269 -0.0031
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.35 1.28 9.33 -4.01 0.7206 -0.0916
UNH / UnitedHealth Group Incorporated 0.03 -0.32 9.24 -40.63 0.7129 -0.5864
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.02 0.93 9.16 11.56 0.7072 0.0212
PANW / Palo Alto Networks, Inc. 0.04 4.40 8.87 25.19 0.6849 0.0929
WMT / Walmart Inc. 0.09 3.91 8.85 15.74 0.6831 0.0444
NFLX / Netflix, Inc. 0.01 29.98 8.85 86.65 0.6830 0.2871
AON / Aon plc 0.02 -1.21 8.74 -11.69 0.6749 -0.1520
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.17 20.02 8.39 20.15 0.6477 0.0644
UNP / Union Pacific Corporation 0.04 -1.20 8.25 -3.78 0.6367 -0.0793
MCD / McDonald's Corporation 0.03 -0.31 8.18 -6.76 0.6317 -0.1013
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.08 -1.94 7.66 -2.02 0.5912 -0.0617
FTNT / Fortinet, Inc. 0.07 3.06 7.45 13.18 0.5748 0.0252
WWD / Woodward, Inc. 0.03 -0.10 7.43 34.17 0.5739 0.1111
GS / The Goldman Sachs Group, Inc. 0.01 0.00 7.39 29.50 0.5704 0.0938
CSL / Carlisle Companies Incorporated 0.02 2.63 7.33 12.54 0.5661 0.0219
NEE / NextEra Energy, Inc. 0.10 -0.16 7.11 -2.23 0.5492 -0.0586
IVE / iShares Trust - iShares S&P 500 Value ETF 0.04 0.42 6.93 2.97 0.5346 -0.0272
PEP / PepsiCo, Inc. 0.05 -35.94 6.92 -43.59 0.5343 -0.4906
RTX / RTX Corporation 0.05 0.22 6.85 10.47 0.5286 0.0109
ABBV / AbbVie Inc. 0.04 0.08 6.72 -11.35 0.5188 -0.1144
ETN / Eaton Corporation plc 0.02 4.43 6.65 37.17 0.5137 0.1084
TMUS / T-Mobile US, Inc. 0.03 5.68 6.51 -5.58 0.5026 -0.0735
CRM / Salesforce, Inc. 0.02 2.50 5.97 4.15 0.4612 -0.0179
NOW / ServiceNow, Inc. 0.01 4.89 5.82 35.45 0.4493 0.0904
PG / The Procter & Gamble Company 0.04 -1.63 5.78 -8.05 0.4463 -0.0788
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.14 2.19 5.65 13.63 0.4363 0.0209
IWM / iShares Trust - iShares Russell 2000 ETF 0.03 7.06 5.60 15.80 0.4322 0.0284
LLY / Eli Lilly and Company 0.01 3.95 5.56 -1.90 0.4296 -0.0442
CMI / Cummins Inc. 0.02 -1.13 5.45 3.30 0.4207 -0.0200
GE / General Electric Company 0.02 -0.18 5.45 28.36 0.4207 0.0661
YUM / Yum! Brands, Inc. 0.04 -0.79 5.24 -6.58 0.4047 -0.0640
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.10 16.19 5.24 17.07 0.4045 0.0306
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.09 10.06 5.22 22.40 0.4030 0.0468
AVGO / Broadcom Inc. 0.02 2.46 5.18 69.62 0.3996 0.1447
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.10 -4.83 5.09 -4.70 0.3926 -0.0531
AFL / Aflac Incorporated 0.05 0.17 5.01 -5.01 0.3864 -0.0537
GLD / SPDR Gold Trust 0.02 0.29 5.00 6.11 0.3863 -0.0076
GWW / W.W. Grainger, Inc. 0.00 3.87 4.88 9.39 0.3770 0.0041
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.07 0.40 4.85 -3.52 0.3744 -0.0455
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.05 3.97 4.52 23.27 0.3493 0.0427
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.10 15.49 4.45 25.76 0.3438 0.0480
LIN / Linde plc 0.01 -2.72 4.44 -1.99 0.3431 -0.0356
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.05 -11.71 4.41 -5.91 0.3406 -0.0511
CVX / Chevron Corporation 0.03 -8.78 4.30 -21.92 0.3320 -0.1281
MAR / Marriott International, Inc. 0.02 -1.84 4.29 12.59 0.3315 0.0129
CHD / Church & Dwight Co., Inc. 0.04 -0.20 4.22 -12.88 0.3258 -0.0789
JNJ / Johnson & Johnson 0.03 -5.38 4.12 -12.85 0.3179 -0.0768
ZTS / Zoetis Inc. 0.03 -2.21 4.08 -7.37 0.3146 -0.0529
PAYX / Paychex, Inc. 0.03 -2.90 3.97 -8.45 0.3069 -0.0558
QQQ / Invesco QQQ Trust, Series 1 0.01 0.04 3.97 17.68 0.3063 0.0247
MORN / Morningstar, Inc. 0.01 -5.47 3.82 -1.04 0.2952 -0.0276
DIS / The Walt Disney Company 0.03 -0.33 3.70 25.23 0.2859 0.0389
COF / Capital One Financial Corporation 0.02 8.51 3.58 28.78 0.2764 0.0441
CMG / Chipotle Mexican Grill, Inc. 0.06 2.02 3.54 14.10 0.2736 0.0141
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.14 18.29 3.53 30.92 0.2726 0.0473
XOM / Exxon Mobil Corporation 0.03 -0.23 3.42 -9.53 0.2639 -0.0517
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 14.69 3.38 26.83 0.2610 0.0383
CARR / Carrier Global Corporation 0.05 -0.08 3.37 15.35 0.2599 0.0161
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.02 59.76 3.30 67.62 0.2546 0.0902
BLK / BlackRock, Inc. 0.00 2.21 3.29 13.24 0.2542 0.0113
MS / Morgan Stanley 0.02 -0.49 3.18 20.15 0.2458 0.0244
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.07 1.69 3.12 10.39 0.2411 0.0048
LHX / L3Harris Technologies, Inc. 0.01 -3.64 3.03 15.50 0.2336 0.0147
AZO / AutoZone, Inc. 0.00 3.70 3.02 0.97 0.2330 -0.0167
GEV / GE Vernova Inc. 0.01 -18.64 2.96 41.05 0.2287 0.0532
CMCSA / Comcast Corporation 0.08 -0.22 2.95 -3.50 0.2277 -0.0276
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.05 6.80 2.93 14.96 0.2261 0.0133
PLD / Prologis, Inc. 0.03 -1.08 2.93 -6.99 0.2261 -0.0369
HLT / Hilton Worldwide Holdings Inc. 0.01 0.00 2.82 17.04 0.2174 0.0164
MDLZ / Mondelez International, Inc. 0.04 -0.54 2.79 -1.13 0.2154 -0.0204
MKC / McCormick & Company, Incorporated 0.03 -3.98 2.65 -11.56 0.2044 -0.0457
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 0.71 2.53 11.78 0.1950 0.0062
WM / Waste Management, Inc. 0.01 1.81 2.52 0.64 0.1945 -0.0146
FAST / Fastenal Company 0.06 112.44 2.52 15.08 0.1945 0.0116
C / Citigroup Inc. 0.03 0.00 2.51 19.95 0.1940 0.0189
AER / AerCap Holdings N.V. 0.02 -2.34 2.49 11.85 0.1923 0.0062
WFC / Wells Fargo & Company 0.03 -6.73 2.39 4.09 0.1846 -0.0073
MA / Mastercard Incorporated 0.00 2.06 2.39 4.65 0.1844 -0.0063
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.10 2.26 2.37 13.18 0.1830 0.0081
CME / CME Group Inc. 0.01 -3.06 2.30 0.70 0.1778 -0.0132
OTIS / Otis Worldwide Corporation 0.02 -0.14 2.26 -4.16 0.1742 -0.0225
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.03 -19.62 2.23 -11.16 0.1722 -0.0375
WELL / Welltower Inc. 0.01 581.00 2.18 584.28 0.1680 0.1414
ELV / Elevance Health, Inc. 0.01 -1.35 2.13 -11.78 0.1642 -0.0372
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.01 45.38 2.08 55.54 0.1605 0.0488
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.02 -7.44 2.07 2.07 0.1601 -0.0096
EBAY / eBay Inc. 0.03 -0.59 2.07 9.29 0.1598 0.0016
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 0.04 14.99 2.00 15.35 0.1544 0.0096
FTV / Fortive Corporation 0.04 -3.32 2.00 -30.81 0.1541 -0.0869
BAH / Booz Allen Hamilton Holding Corporation 0.02 -9.68 1.94 -10.10 0.1498 -0.0304
LOW / Lowe's Companies, Inc. 0.01 -0.14 1.93 -5.02 0.1489 -0.0207
AXP / American Express Company 0.01 0.18 1.91 18.75 0.1472 0.0131
HON / Honeywell International Inc. 0.01 -26.87 1.78 -19.57 0.1371 -0.0473
ALC / Alcon Inc. 0.02 2.32 1.77 -4.43 0.1365 -0.0181
VLTO / Veralto Corporation 0.02 -3.53 1.73 -0.06 0.1335 -0.0110
NKE / NIKE, Inc. 0.02 -12.97 1.72 -2.60 0.1331 -0.0148
APO / Apollo Global Management, Inc. 0.01 10.74 1.68 14.77 0.1296 0.0074
PSX / Phillips 66 0.01 2.33 1.61 -1.11 0.1241 -0.0117
CSCO / Cisco Systems, Inc. 0.02 -1.87 1.59 10.33 0.1228 0.0024
COP / ConocoPhillips 0.02 4.03 1.58 -11.13 0.1221 -0.0265
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF 0.02 -1.02 1.55 0.00 0.1200 -0.0098
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.01 -3.50 1.55 14.20 0.1198 0.0063
ITW / Illinois Tool Works Inc. 0.01 -6.26 1.54 -6.56 0.1188 -0.0188
CI / The Cigna Group 0.00 98.54 1.49 99.60 0.1147 0.0525
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.01 67.24 1.47 67.43 0.1131 0.0399
TDG / TransDigm Group Incorporated 0.00 5.10 1.44 15.56 0.1113 0.0071
BDX / Becton, Dickinson and Company 0.01 -8.72 1.42 -31.38 0.1093 -0.0630
IBM / International Business Machines Corporation 0.00 1.17 1.40 19.85 0.1082 0.0104
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 152.51 1.39 210.29 0.1071 0.0697
ADP / Automatic Data Processing, Inc. 0.00 -1.74 1.32 -0.82 0.1023 -0.0093
PFE / Pfizer Inc. 0.05 -10.92 1.31 -14.81 0.1009 -0.0272
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.02 -30.17 1.30 -29.70 0.1006 -0.0542
PLTR / Palantir Technologies Inc. 0.01 13.13 1.30 82.72 0.1005 0.0410
CASY / Casey's General Stores, Inc. 0.00 31.30 1.30 54.46 0.1003 0.0300
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 -0.19 1.22 9.03 0.0942 0.0007
CL / Colgate-Palmolive Company 0.01 -1.09 1.20 -4.09 0.0925 -0.0118
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.01 1.09 1.20 11.68 0.0923 0.0029
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.04 -1.43 1.17 -1.44 0.0902 -0.0088
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 0.04 4.21 1.16 4.52 0.0893 -0.0031
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF 0.01 4.49 1.11 14.20 0.0857 0.0045
KO / The Coca-Cola Company 0.02 6.74 1.08 5.47 0.0834 -0.0022
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF 0.02 9.20 1.07 9.29 0.0827 0.0008
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF 0.01 0.30 1.01 7.32 0.0780 -0.0007
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 45.01 1.01 31.68 0.0780 0.0139
WDAY / Workday, Inc. 0.00 0.17 1.00 2.87 0.0776 -0.0040
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 0.99 0.0762 0.0762
KVUE / Kenvue Inc. 0.05 -2.63 0.97 -15.05 0.0750 -0.0205
BAC / Bank of America Corporation 0.02 -4.10 0.96 8.77 0.0738 0.0004
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.02 12.66 0.95 14.37 0.0731 0.0039
PYPL / PayPal Holdings, Inc. 0.01 -1.79 0.94 11.84 0.0722 0.0024
SHW / The Sherwin-Williams Company 0.00 21.35 0.91 19.40 0.0704 0.0066
VOYA / Voya Financial, Inc. 0.01 0.00 0.89 4.82 0.0688 -0.0022
SO / The Southern Company 0.01 2.11 0.87 2.00 0.0671 -0.0041
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 1.87 0.86 19.89 0.0661 0.0064
LECO / Lincoln Electric Holdings, Inc. 0.00 -0.15 0.84 9.49 0.0650 0.0007
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF 0.02 2.58 0.84 13.24 0.0648 0.0029
AMAT / Applied Materials, Inc. 0.00 -5.61 0.84 19.20 0.0647 0.0059
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.03 7.35 0.82 15.82 0.0634 0.0042
BX / Blackstone Inc. 0.01 128.73 0.81 144.71 0.0626 0.0349
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 0.01 0.79 0.0606 0.0606
CHTR / Charter Communications, Inc. 0.00 0.00 0.78 10.86 0.0600 0.0015
LEN / Lennar Corporation 0.01 20.09 0.77 15.70 0.0598 0.0039
TXN / Texas Instruments Incorporated 0.00 -3.50 0.77 11.56 0.0596 0.0018
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -2.56 0.77 15.34 0.0592 0.0036
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 -6.65 0.76 5.82 0.0590 -0.0014
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF 0.01 0.00 0.76 5.97 0.0589 -0.0013
LBRDK / Liberty Broadband Corporation 0.01 0.00 0.75 15.64 0.0583 0.0038
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.01 2.41 0.75 3.17 0.0578 -0.0028
MMM / 3M Company 0.00 0.00 0.75 3.62 0.0576 -0.0025
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.03 -0.18 0.74 6.92 0.0573 -0.0007
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.01 15.53 0.74 15.09 0.0572 0.0034
ABT / Abbott Laboratories 0.01 -1.20 0.74 1.37 0.0571 -0.0039
HUM / Humana Inc. 0.00 29.25 0.73 19.57 0.0561 0.0053
PWR / Quanta Services, Inc. 0.00 2.02 0.73 51.67 0.0560 0.0161
ACN / Accenture plc 0.00 -75.32 0.70 -76.37 0.0544 -0.1945
MRK / Merck & Co., Inc. 0.01 -30.00 0.68 -38.27 0.0525 -0.0395
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.66 5.41 0.0512 -0.0013
CAT / Caterpillar Inc. 0.00 0.12 0.66 17.74 0.0508 0.0041
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 0.01 0.00 0.66 11.36 0.0508 0.0014
GILD / Gilead Sciences, Inc. 0.01 -1.67 0.65 -2.68 0.0505 -0.0057
CTSH / Cognizant Technology Solutions Corporation 0.01 0.00 0.64 1.91 0.0495 -0.0030
WRB / W. R. Berkley Corporation 0.01 0.00 0.61 3.20 0.0473 -0.0023
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.01 6.91 0.61 13.20 0.0470 0.0021
TSLA / Tesla, Inc. 0.00 -9.88 0.61 10.55 0.0470 0.0010
BKNG / Booking Holdings Inc. 0.00 0.00 0.61 25.67 0.0469 0.0065
EL / The Estée Lauder Companies Inc. 0.01 -0.67 0.60 21.54 0.0462 0.0051
VGSN.X / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 -13.25 0.60 -14.59 0.0461 -0.0124
BMY / Bristol-Myers Squibb Company 0.01 0.00 0.59 -24.04 0.0459 -0.0195
USRT / iShares Trust - iShares Core U.S. REIT ETF 0.01 0.40 0.57 -1.39 0.0438 -0.0043
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.01 -0.02 0.55 11.00 0.0421 0.0010
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -2.76 0.53 -2.78 0.0405 -0.0046
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 4.07 0.51 13.81 0.0395 0.0020
LBRDA / Liberty Broadband Corporation 0.01 0.00 0.51 15.16 0.0393 0.0024
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 2.47 0.51 5.64 0.0391 -0.0009
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 -0.16 0.50 5.00 0.0390 -0.0012
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.01 0.50 0.0389 0.0389
LYB / LyondellBasell Industries N.V. 0.01 0.00 0.50 -17.82 0.0385 -0.0122
NBSD / Neuberger Berman Income Funds - Neuberger Berman Short Duration Bond Fund 0.01 0.49 0.0380 0.0380
GEHC / GE HealthCare Technologies Inc. 0.01 -0.18 0.49 -8.43 0.0378 -0.0069
DE / Deere & Company 0.00 0.00 0.48 8.33 0.0371 0.0000
YUMC / Yum China Holdings, Inc. 0.01 -2.27 0.48 -16.08 0.0371 -0.0107
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 -3.66 0.48 4.61 0.0368 -0.0013
ADBE / Adobe Inc. 0.00 0.00 0.46 0.88 0.0354 -0.0026
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.01 0.45 0.0347 0.0347
MCK / McKesson Corporation 0.00 0.00 0.44 8.89 0.0341 0.0002
NSC / Norfolk Southern Corporation 0.00 0.00 0.44 8.11 0.0340 -0.0000
ALGN / Align Technology, Inc. 0.00 -20.98 0.43 -5.86 0.0336 -0.0050
CVS / CVS Health Corporation 0.01 -10.06 0.43 -8.49 0.0333 -0.0061
EQIX / Equinix, Inc. 0.00 -7.94 0.42 -10.38 0.0327 -0.0067
EMR / Emerson Electric Co. 0.00 -0.32 0.42 21.39 0.0325 0.0035
SBUX / Starbucks Corporation 0.00 -8.23 0.42 -14.31 0.0324 -0.0085
VRTX / Vertex Pharmaceuticals Incorporated 0.00 -5.31 0.40 -13.16 0.0306 -0.0075
PGR / The Progressive Corporation 0.00 -0.54 0.40 -6.16 0.0306 -0.0047
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 60.44 0.39 78.80 0.0300 0.0118
AA / Alcoa Corporation 0.01 0.00 0.38 -3.08 0.0292 -0.0035
PM / Philip Morris International Inc. 0.00 -1.61 0.38 12.87 0.0292 0.0012
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 0.00 4.39 0.37 21.85 0.0285 0.0032
ORLY / O'Reilly Automotive, Inc. 0.00 1,400.00 0.35 -5.66 0.0270 -0.0040
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 5.54 0.35 15.23 0.0269 0.0017
TYL / Tyler Technologies, Inc. 0.00 26.14 0.34 28.95 0.0265 0.0042
AMT / American Tower Corporation 0.00 -9.25 0.34 -7.86 0.0263 -0.0046
AMP / Ameriprise Financial, Inc. 0.00 -1.09 0.34 8.97 0.0263 0.0002
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 18.87 0.34 32.68 0.0261 0.0048
PTC / PTC Inc. 0.00 26.55 0.34 40.59 0.0260 0.0060
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -0.42 0.33 7.74 0.0258 -0.0001
CEF / Sprott Physical Gold and Silver Trust 0.01 0.00 0.33 6.03 0.0258 -0.0005
TT / Trane Technologies plc 0.00 0.00 0.33 29.69 0.0257 0.0043
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.01 0.02 0.33 10.51 0.0252 0.0005
QCOM / QUALCOMM Incorporated 0.00 -0.15 0.32 3.51 0.0250 -0.0011
AXON / Axon Enterprise, Inc. 0.00 0.00 0.32 57.07 0.0249 0.0078
EOG / EOG Resources, Inc. 0.00 2.09 0.32 -4.75 0.0248 -0.0034
MLM / Martin Marietta Materials, Inc. 0.00 0.00 0.32 14.70 0.0247 0.0014
MSTR / Strategy Inc 0.00 8.54 0.32 52.15 0.0246 0.0071
KMB / Kimberly-Clark Corporation 0.00 -4.79 0.32 -13.59 0.0246 -0.0062
SHOP / Shopify Inc. 0.00 0.18 0.31 20.77 0.0243 0.0026
HIG / The Hartford Insurance Group, Inc. 0.00 0.00 0.31 2.29 0.0242 -0.0013
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.00 0.31 6.85 0.0241 -0.0003
HUBB / Hubbell Incorporated 0.00 0.00 0.31 23.51 0.0240 0.0030
LMT / Lockheed Martin Corporation 0.00 -5.23 0.31 -1.59 0.0240 -0.0024
REGN / Regeneron Pharmaceuticals, Inc. 0.00 0.00 0.30 -17.31 0.0233 -0.0072
RBC / RBC Bearings Incorporated 0.00 0.00 0.30 19.43 0.0228 0.0022
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 0.29 0.0226 0.0226
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 0.28 0.29 3.93 0.0225 -0.0010
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.01 -6.91 0.29 -6.75 0.0224 -0.0036
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.29 18.18 0.0221 0.0018
ING / ING Groep N.V. - Depositary Receipt (Common Stock) 0.01 0.00 0.28 11.51 0.0218 0.0007
CRWD / CrowdStrike Holdings, Inc. 0.00 -12.00 0.28 27.27 0.0216 0.0032
CSX / CSX Corporation 0.01 -1.78 0.28 8.63 0.0214 0.0001
MMC / Marsh & McLennan Companies, Inc. 0.00 0.00 0.27 -10.46 0.0212 -0.0044
DHI / D.R. Horton, Inc. 0.00 0.00 0.27 1.48 0.0212 -0.0014
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.01 23.13 0.27 23.04 0.0206 0.0025
MU / Micron Technology, Inc. 0.00 0.26 0.0202 0.0202
WCN / Waste Connections, Inc. 0.00 0.00 0.26 -4.43 0.0200 -0.0026
ETR / Entergy Corporation 0.00 0.00 0.26 -3.37 0.0200 -0.0024
JCI / Johnson Controls International plc 0.00 -12.71 0.26 15.25 0.0199 0.0012
CPRT / Copart, Inc. 0.01 -33.20 0.26 -42.12 0.0199 -0.0173
IDXX / IDEXX Laboratories, Inc. 0.00 0.25 0.0197 0.0197
DD / DuPont de Nemours, Inc. 0.00 -0.94 0.25 -8.96 0.0196 -0.0037
IHI / iShares Trust - iShares U.S. Medical Devices ETF 0.00 0.25 0.0196 0.0196
HCA / HCA Healthcare, Inc. 0.00 0.00 0.25 10.96 0.0196 0.0005
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 0.00 0.25 -9.06 0.0194 -0.0037
FDX / FedEx Corporation 0.00 -12.75 0.25 -18.57 0.0193 -0.0064
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.25 0.0193 0.0193
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 -0.66 0.25 11.82 0.0190 0.0006
OLLI / Ollie's Bargain Outlet Holdings, Inc. 0.00 0.00 0.24 13.15 0.0186 0.0008
TSCO / Tractor Supply Company 0.00 0.00 0.24 -4.42 0.0184 -0.0024
T / AT&T Inc. 0.01 -0.85 0.24 0.85 0.0183 -0.0014
TXRH / Texas Roadhouse, Inc. 0.00 0.00 0.24 12.38 0.0183 0.0007
IYF / iShares Trust - iShares U.S. Financials ETF 0.00 0.00 0.24 6.82 0.0182 -0.0002
MTB / M&T Bank Corporation 0.00 -5.46 0.23 2.63 0.0181 -0.0010
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -1.48 0.23 0.86 0.0181 -0.0013
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.10 0.23 6.88 0.0181 -0.0002
CTVA / Corteva, Inc. 0.00 0.23 0.0178 0.0178
DSGX / The Descartes Systems Group Inc. 0.00 0.00 0.23 0.88 0.0177 -0.0013
ICE / Intercontinental Exchange, Inc. 0.00 0.00 0.23 6.60 0.0174 -0.0003
ESI / Element Solutions Inc 0.01 0.00 0.22 0.45 0.0173 -0.0014
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF 0.00 0.22 0.0170 0.0170
HSY / The Hershey Company 0.00 0.00 0.22 -2.67 0.0169 -0.0019
AMD / Advanced Micro Devices, Inc. 0.00 0.22 0.0168 0.0168
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.21 0.0165 0.0165
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF 0.00 0.21 0.0165 0.0165
VZ / Verizon Communications Inc. 0.00 -10.20 0.20 -14.41 0.0156 -0.0042
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.01 -36.68 0.20 -36.79 0.0156 -0.0110
MBCN / Middlefield Banc Corp. 0.01 -7.62 0.20 -0.50 0.0155 -0.0014
NRGV / Energy Vault Holdings, Inc. 0.03 0.00 0.02 4.55 0.0018 -0.0001
WTRG / Essential Utilities, Inc. 0.00 -100.00 0.00 0.0000
DUK / Duke Energy Corporation 0.00 -100.00 0.00 0.0000
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.00 -100.00 0.00 0.0000
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 -100.00 0.00 0.0000
FI / Fiserv, Inc. 0.00 -100.00 0.00 0.0000
DFS / Discover Financial Services 0.00 -100.00 0.00 0.0000