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 |
|---|---|---|---|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC COM | Stock | 451 | $68,983 | 123 | 0.00 | 0.00 | -326 | -72.61 | 03-31-2024 |
| SPDR S&P 600 SMALL CAP VALUE ETF | ETF | 452 | $68,865 | 830 | 0.00 | 830 | +Inf | 03-31-2024 | |
| JACOBS SOLUTIONS INC COM | Stock | 453 | $68,410 | 445 | 0.00 | 445 | +Inf | 03-31-2024 | |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | 454 | $65,764 | 422 | 0.00 | 422 | +Inf | 03-31-2024 |
