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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
Bank New York Mellon Corp COM(BK)Stock064058100$48110,2160.0%
Prudential Finl Inc COM(PRU)Stock744320102$4844,4990.0%
Raytheon Co COM New(RTN1USD)Stock755111507$4973,1850.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$5086,9790.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$5345,0560.1%
Time Warner Inc COM NewStock887317303$5455,4830.1%
Bank Amer Corp COM(BAC)Stock060505104$55923,7640.1%
Chevron Corp New COM(CVX)Stock166764100$5635,3410.1%
Palo Alto Networks Inc COM(PANW)Stock697435105$5645,1280.1%
Mcdonalds Corp COM(MCD)Stock580135101$5674,0180.1%
Suntrust BKS Inc COMStock867914103$58810,2920.1%
Medtronic PLC SHS(MDT)StockG5960L103$6027,1090.1%
PPG Inds Inc COM(PPG)Stock693506107$6375,8200.1%
Costco Whsl Corp New COM(COST)Stock22160K105$6613,7020.1%
United Parcel Service Inc CL B(UPS)Stock911312106$6856,4060.1%
Dollar GEN Corp New COM(DG)Stock256677105$6929,3740.1%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$7196,2700.1%
American Tower Corp New COM(AMT)REIT03027X100$7275,6870.1%
BlackRock Inc COM(BLKCHF)Stock09247X101$7281,8940.1%
Cohen & Steers LTD DUR PFD Inc COM(LDP)CEF19248C105$72827,8740.1%
Align Technology Inc COM(ALGN)Stock016255101$7305,4400.1%
Gartner Inc COM(IT)Stock366651107$7576,6240.1%
Salesforce COM Inc COM(CRM)Stock79466L302$7688,8150.1%
Schlumberger LTD COM(SLB)Stock806857108$79411,1120.1%
DU Pont E I de Nemours & Co COMStock263534109$80610,0880.1%
Texas Instrs Inc COM(TXN)Stock882508104$82410,4030.1%
Honeywell Intl Inc COM(HON)Stock438516106$8386,3860.1%
Kimberly Clark Corp COM(KMB)Stock494368103$8526,7260.1%
Blackstone Group L P COM Unit LTD(BXUSD)Stock09253U108$85927,9260.1%
Chubb Limited COM(CB)StockH1467J104$8706,3470.1%
DOW Chem Co COMStock260543103$93614,9760.1%
O Reilly Automotive Inc New COM(ORLY)Stock67103H107$9453,8450.1%
Nextera Energy Inc COM(NEE)Stock65339F101$9697,2330.1%
Broadcom LTD SHS(AVGO)StockY09827109$9724,3130.1%
TJX COS Inc New COM(TJX)Stock872540109$97612,3730.1%
American Express Co COM(AXP)Stock025816109$1.0K12,6430.1%
Intel Corp COM(INTC)Stock458140100$1.0K27,2510.1%
Citigroup Inc COM New(C)Stock172967424$1.1K17,6130.1%
Allergan PLC SHSStockG0177J108$1.1K4,3100.1%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$1.1K2,6970.1%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$1.1K5,7620.1%
United Technologies Corp COM(UTXZ)Stock913017109$1.2K9,8870.1%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1.2K9,8410.1%
Merck & Co Inc COM(MRK)Stock58933Y105$1.2K19,2620.1%
Amgen Inc COM(AMGN)Stock031162100$1.2K7,6060.1%
Oracle Corp COM(ORCL)Stock68389X105$1.2K27,5940.1%
Travelers Companies Inc COM(TRV)Stock89417E109$1.3K10,4460.1%
Adobe SYS Inc COM(ADBE)Stock00724F101$1.3K9,7020.1%
Disney Walt Co COM Disney(DIS)Stock254687106$1.3K11,4950.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$1.3K9,9560.1%
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