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YorkBridge Wealth Partners, LLC

Q1 2017 Holdings

Filed 2017-05-05 | 891 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$1622,9590.0%
Mckesson Corp COM(MCK)Stock58155Q103$1641,1750.0%
Spdr Gold Shares(GLD)ETF78463V107$1671,3980.0%
Hershey Co COM(HSY)Stock427866108$1681,5650.0%
Zimmer Biomet Hldgs Inc COM(ZBH)Stock98956P102$1741,4420.0%
Tiffany & Co New COM(TIFEUR)Stock886547108$1751,9030.0%
Vertex Pharmaceuticals Inc COM(VRTX)Stock92532F100$1751,4750.0%
BP PLC Sponsored ADR(BP)ADR055622104$1765,0540.0%
Fresenius MED Care AG&CO Kgaa Sponsored ADR(FMS)ADR358029106$1763,8640.0%
Monsanto Co New COMStock61166W101$1791,5340.0%
Anadarko Pete Corp COM(APC3EUR)Stock032511107$1803,2040.0%
Carnival Corp Paired CTF(CCL)Stock143658300$1812,8860.0%
Conocophillips COM(COP)Stock20825C104$1853,9650.0%
HSBC Hldgs PLC Spon ADR New(HBC2)ADR404280406$1864,4800.0%
General Dynamics Corp COM(GD)Stock369550108$1929870.0%
Aetna Inc New COMStock00817Y108$1921,3810.0%
Ebay Inc COM(EBAY)Stock278642103$1965,8490.0%
Spdr Bloomberg Barclays 1-3 Month T-Bill ETFETF78464A680$1974,3130.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1971,6340.0%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$1981,4100.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$2001,4380.0%
Caterpillar Inc del COM(CAT)Stock149123101$2021,9870.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2043,1700.0%
Wisdomtree Japan Hedged Equity Fund(DXJ)ETF97717W851$2063,9910.0%
CME Group Inc COM(CME)Stock12572Q105$2091,7830.0%
Boeing Co COM(BA)Stock097023105$2141,1680.0%
Banco Bilbao Vizcaya Argentari Sponsored ADR(BBVA)ADR05946K101$21526,3700.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$2202,6690.0%
TE Connectivity LTD REG SHS(TEL)StockH84989104$2242,9560.0%
Akamai Technologies Inc COM(AKAM)Stock00971T101$2243,5790.0%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$2275,4810.0%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$2272,1710.0%
Gilead Sciences Inc COM(GILD)Stock375558103$2293,3330.0%
Canadian Natl RY Co COM(CNI)Stock136375102$2293,0990.0%
Abbott Labs COM(ABT)Stock002824100$2305,2720.0%
Vanguard Small-Cap Index Fund(VB)ETF922908751$2331,7310.0%
WPP PLC New ADR(WPP)ADR92937A102$2342,1480.0%
Morgan Stanley COM New(MS)Stock617446448$2345,4060.0%
Royal Dutch Shell PLC Spon ADR B(R6C2)ADR780259107$2394,4440.0%
Clearbridge Energy MLP FD Inc COMCEF184692101$24314,5310.0%
Eaton Corp PLC SHS(ETN)StockG29183103$2453,1710.0%
Wisdomtree Europe Hedged Equity Fund(HEDJ)ETF97717X701$2463,7590.0%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$24910.0%
Zoetis Inc CL A(ZTS)Stock98978V103$2514,4410.0%
Fedex Corp COM(FDX)Stock31428X106$2531,3410.0%
Praxair Inc COMStock74005P104$2572,0490.0%
Lilly ELI & Co COM(LLY)Stock532457108$2593,1750.0%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$2642,5890.0%
Norfolk Southern Corp COM(NSC)Stock655844108$2662,2480.0%
Barclays Bank PLC ADR PFD SR 5ADR06739H362$26710,2000.0%
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