Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YHB INVESTMENT ADVISORS INC | 08-01-2024 | 06-30-2024 | 277 | 1,162,183,687 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO COM | Stock | 201 | $533,285 | 4,841 | 0.00 | 0.00 | -150 | -3.01 | 06-30-2024 |
| 3M CO COM | Stock | 202 | $532,512 | 5,211 | 0.00 | 0.00 | 370 | 7.64 | 06-30-2024 |
| FINANCIAL SELECT SECTOR SPDR FUND | ETF | 203 | $532,457 | 12,952 | 0.00 | 0.00 | 2,271 | 21.26 | 06-30-2024 |
| ADOBE INC COM | Stock | 204 | $529,985 | 954 | 0.00 | 0.00 | 5 | 0.53 | 06-30-2024 |
