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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD CORP CL A LTD VT SH | Stock | 401 | $103,801 | 2,478 | 0.00 | 2,478 | +Inf | 03-31-2024 | |
| GALLAGHER ARTHUR J & CO COM | Stock | 402 | $103,767 | 415 | 0.00 | 415 | +Inf | 03-31-2024 | |
| POOL CORP COM | Stock | 403 | $103,296 | 256 | 0.00 | 0.00 | -483 | -65.36 | 03-31-2024 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 404 | $101,650 | 807 | 0.00 | 807 | +Inf | 03-31-2024 |
