YHB Investment Advisors, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

YHB Investment Advisors, Inc. is one of the top investment advisory firms in the industry, known for its expertise in managing high-quality portfolios. In this article, we will analyze the Q2 2023 and Q3 2023 13F holdings of YHB Investment Advisors, Inc., highlighting the significant changes in their holdings and the potential reasons behind them.

Apple Inc. (AAPL):

In Q2 2023, YHB Investment Advisors held 398,730 shares of Apple Inc., which decreased to 396,364 shares in Q3 2023, representing a 12.3% decrease. The value of their holdings also declined from $77,341,000 to $67,861,000. The decrease in Apple's shares may be attributed to profit-taking or a shift in the investment strategy of YHB Investment Advisors.

Microsoft Corp. (MSFT):

YHB Investment Advisors held 170,808 shares of Microsoft Corp. in Q2 2023, which slightly decreased to 169,904 shares in Q3 2023, representing a 7.8% decrease. The value of their holdings decreased from $58,166,000 to $53,647,000. This slight decrease may reflect a temporary adjustment in the portfolio.

Visa Inc. (V):

The Q2 2023 holdings of Visa Inc. stood at 92,614 shares, which significantly increased to 184,819 shares in Q3 2023, representing a remarkable 96.4% increase. The value of their holdings also surged from $21,993,000 to $43,202,000. This substantial increase indicates a high level of confidence in Visa Inc. and its growth potential.

Amazon.com Inc. (AMZN):

YHB Investment Advisors held 246,229 shares of Amazon.com Inc. in Q2 2023, which decreased to 243,985 shares in Q3 2023, representing a 3.4% decrease. The value of their holdings declined from $32,098,000 to $31,015,000. The slight decrease in Amazon's shares may be due to profit-taking or portfolio rebalancing.

Costco Wholesale Corp. New (COST):

In Q2 2023, YHB Investment Advisors held 49,487 shares of Costco Wholesale Corp., which decreased slightly to 49,071 shares in Q3 2023, representing a 4.1% decrease. The value of their holdings increased from $26,642,000 to $27,723,000. This minor decrease may reflect a strategic adjustment in their portfolio.

Berkshire Hathaway Inc. Del Cl B New (BRK-B):

YHB Investment Advisors held 79,186 shares of Berkshire Hathaway in Q2 2023, which slightly decreased to 78,923 shares in Q3 2023, representing a 2.4% decrease. The value of their holdings increased from $27,002,000 to $27,646,000. This slight decrease may be due to portfolio readjustments rather than a loss of confidence in Berkshire Hathaway.

Thermo Fisher Scientific Inc. (TMO):

YHB Investment Advisors held 50,982 shares of Thermo Fisher Scientific Inc. in Q2 2023, which decreased to 50,659 shares in Q3 2023, representing a 3.6% decrease. The value of their holdings declined from $26,599,000 to $25,641,000. The decrease in holdings may be attributed to various factors, including profit-taking or risk management strategies.

Alphabet Inc. Cap Stk Cl C (GOOG):

In Q2 2023, YHB Investment Advisors held 182,268 shares of Alphabet Inc., which decreased to 179,102 shares in Q3 2023, representing a 7.1% decrease. The value of their holdings increased from $22,048,000 to $23,614,000. This suggests a possible reallocation of funds within the technology sector.

Alphabet Inc. Cap Stk Cl A (GOOGL):

YHB Investment Advisors held 180,338 shares of Alphabet Inc. in Q2 2023, which slightly decreased to 179,029 shares in Q3 2023, representing an 8.5% decrease. The value of their holdings increased from $21,586,000 to $23,427,000. The slight decrease in holdings may be due to portfolio rebalancing.

Dana Inc. (DHR):

YHB Investment Advisors held 88,712 shares of Dana Inc. in Q2 2023, which decreased slightly to 88,621 shares in Q3 2023, representing a 3.3% decrease. The value of their holdings increased from $21,290,000 to $21,986,000. This minor decrease may reflect a strategic decision to reduce exposure to the company.

These are just a few examples of the changes in YHB Investment Advisors' portfolio holdings. It is essential to note that the decisions to modify holdings can be influenced by various factors, including market conditions, company-specific factors, and portfolio management strategies.

Please note that the data in this article is for informational purposes only and should not be considered as investment advice. Investors should conduct their research or consult with a financial advisor before making any investment decisions.

In conclusion, YHB Investment Advisors, Inc. made notable changes to their portfolio holdings between Q2 2023 and Q3 2023. The fluctuations in their holdings can be attributed to a variety of factors, including market conditions, company-specific developments, and strategic portfolio adjustments. Investors should closely monitor these changes and evaluate their own investment strategies accordingly.