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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
Union PAC Corp COM(UNP)Stock907818108$2742,4660.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$2782,1570.0%
Anthem Inc COM(ELV)Stock036752103$2801,5460.0%
Dominion RES Inc VA New COM(D)Stock25746U109$2823,6520.0%
Analog Devices Inc COM(ADI)Stock032654105$2833,7530.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$2844,6760.0%
Ecolab Inc COM(ECL)Stock278865100$2922,3320.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2931,0860.0%
US Bancorp del COM New(USB)Stock902973304$2965,7350.0%
American Intl Group Inc COM New(AIG)Stock026874784$2974,8190.0%
General MLS Inc COM(GIS)Stock370334104$3045,4310.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$3046,2010.0%
Northrop Grumman Corp COM(NOC)Stock666807102$3091,2580.0%
Qualcomm Inc COM(QCOM)Stock747525103$3105,8110.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$3121,8670.0%
Wisdomtree U.S. Smallcap Quality Dividend Growth Fund(DGRS)ETF97717X651$3159,3530.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$3177,0960.0%
Sensient Technologies Corp COM(SXT)Stock81725T100$3264,0500.0%
Philip Morris Intl Inc COM(PM)Stock718172109$3313,0010.0%
Williams COS Inc del COM(WMB)Stock969457100$33310,9810.0%
Wal-Mart Stores Inc COM(WMT)Stock931142103$3394,4950.0%
Vanguard Mid-Cap Growth Index Fund(VOT)ETF922908538$3422,9500.0%
Phillips 66 COM(PSX)Stock718546104$3424,3210.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$3464,5610.0%
Altria Group Inc COM(MO)Stock02209S103$3464,8840.0%
Baidu Inc Spon ADR REP A(BIDUN)ADR056752108$3491,9560.0%
Roper Technologies Inc COM(ROP)Stock776696106$3511,6150.0%
Colgate Palmolive Co COM(CL)Stock194162103$3555,0190.0%
SAP SE Spon ADR(SAP)ADR803054204$3573,5250.0%
Autozone Inc COM(AZO)Stock053332102$3625250.0%
Metlife Inc COM(MET)Stock59156R108$3646,9920.0%
Intl Paper Co COM(IP)Stock460146103$3686,8480.0%
Anheuser Busch Inbev SA Sponsored ADR(BUD)ADR03524A108$3753,3390.0%
Vanguard REIT ETF(VNQ)ETF922908553$3784,5410.0%
Ishares Select Dividend ETF(DVY)ETF464287168$3824,1860.0%
Abbvie Inc COM(ABBV)Stock00287Y109$3915,8680.0%
CVS Health Corp COM(CVS)Stock126650100$3954,9990.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$4003,0070.0%
Sysco Corp COM(SYY)Stock871829107$4027,6000.0%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$4098400.0%
Weatherford Intl PLC ORD SHS(WFRD)StockG48833100$41077,3900.0%
Ishares Tips Bond ETF(TIP)ETF464287176$4103,5890.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$4289,7800.0%
Taiwan Semiconductor MFG LTD Sponsored ADR(TSM)ADR874039100$43512,8240.0%
Enbridge Inc COM(ENB)Stock29250N105$43710,5170.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$43912,8090.0%
Weyerhaeuser Co COM(WY)REIT962166104$44113,0880.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$4419,2270.0%
Vanguard Ftse All-World EX US Index Fund(VEU)ETF922042775$4759,6450.0%
Markel Corp COM(MKL)Stock570535104$4784950.0%
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