Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | 04-25-2024 | 03-31-2024 | 955 | 1,154,166,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 151 | $1,138,939 | 6,237 | 0.00 | 0.00 | -115 | -1.81 | 03-31-2024 |
| TRANSDIGM GROUP INC COM | Stock | 152 | $1,105,977 | 898 | 0.00 | 0.00 | 234 | 35.24 | 03-31-2024 |
| VOYA FINANCIAL INC COM | Stock | 153 | $1,081,597 | 14,632 | 0.00 | 0.00 | -22,208 | -60.28 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 154 | $1,057,899 | 4,236 | 0.00 | 0.00 | -200 | -4.51 | 03-31-2024 |
