Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | 04-25-2024 | 03-31-2024 | 955 | 1,154,166,025 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP COM | Stock | 1 | $65,831,565 | 156,474 | 0.01 | 0.00 | -13,430 | -7.90 | 03-31-2024 |
APPLE INC COM | Stock | 2 | $63,043,077 | 367,641 | 0.01 | 0.01 | -28,723 | -7.25 | 03-31-2024 |
AMAZON COM INC COM | Stock | 3 | $40,182,170 | 222,764 | 0.00 | 0.00 | -21,221 | -8.70 | 03-31-2024 |
COSTCO WHSL CORP NEW COM | Stock | 4 | $33,669,393 | 45,957 | 0.00 | 0.00 | -3,114 | -6.35 | 03-31-2024 |