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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
Eagle Bancorp Inc MD COM(EGBN)Stock268948106$3440.0%
Honda Motor LTD Amern SHS(HMC)ADR438128308$31030.0%
Ishares U.S. Technology ETF(IYW)ETF464287721$3220.0%
NCR Corp New COM(VYX)Stock62886E108$3690.0%
Ishares Global Healthcare ETF(IXJ)ETF464287325$3330.0%
Wintrust Finl Corp COM(WTFC)Stock97650W108$3400.0%
First REP BK SAN Francisco CAL COM(FRCB)Stock33616C100$3290.0%
Turkcell Iletisim Hizmetleri Spon ADR New(TKC)ADR900111204$33410.0%
Newmont Mining Corp COM(NEM)Stock651639106$3800.0%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$3400.0%
Entegris Inc COM(ENTG)Stock29362U104$31150.0%
Cenovus Energy Inc COM(CVE)Stock15135U109$33040.0%
Ishares U.S. Healthcare ETF(IYH)ETF464287762$3180.0%
Ishares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$3500.0%
Cnooc LTD Sponsored ADR(CEO)ADR126132109$3250.0%
Discovery Communicatns New COM SER C(DISCKUSD)Stock25470F302$31080.0%
Tupperware Brands Corp COM(TUP)Stock899896104$3360.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$3400.0%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$3270.0%
Pldt Inc Sponsored ADR(PHI)ADR69344D408$3930.0%
Veritiv Corp COM(VRTVEUR)Stock923454102$3490.0%
Teradata Corp del COM(TDC)Stock88076W103$31000.0%
Enlink Midstream Partners LP COM Unit REP LTDStock29336U107$42330.0%
Ishares International Select Dividend ETF(IDV)ETF464288448$41200.0%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$4340.0%
JPMorgan Alerian MLP Index ETN(AMJEUR)ETF46625H365$41250.0%
Centurylink Inc COM(CTLEUR)Stock156700106$41550.0%
Telefonica S A Sponsored ADR(TELFY)ADR879382208$43290.0%
Hancock John Income Secs TR COM(JHS)CEF410123103$42500.0%
Franklin RES Inc COM(BEN)Stock354613101$4920.0%
Cognizant Technology Solutions CL A(CTSH)Stock192446102$4630.0%
Smith & Nephew PLC Spdn ADR New(SNN)ADR83175M205$41240.0%
Kohls Corp COM(KSS)Stock500255104$4950.0%
Open Text Corp COM(OTEX)Stock683715106$41060.0%
Laboratory Corp Amer Hldgs COM NewStock50540R409$4250.0%
Discover Finl Svcs COM(DFSEUR)Stock254709108$4670.0%
Western UN Co COM(WU)Stock959802109$41840.0%
Dover Corp COM(DOV)Stock260003108$4560.0%
Nielsen Hldgs PLC SHS EURStockG6518L108$4870.0%
Archer Daniels Midland Co COM(ADM)Stock039483102$41000.0%
American WTR WKS Co Inc New COM(AWK)Stock030420103$4500.0%
Micron Technology Inc COM(MU)Stock595112103$51680.0%
BHP Billiton LTD Sponsored ADR(BHP)ADR088606108$51320.0%
UBS Group AG SHS(UBS)StockH42097107$52880.0%
Tallgrass Energy Partners LP COM UnitStock874697105$5970.0%
Powershares S&P 500 LOW Volatility PortfolioETF73937B779$51060.0%
Advansix Inc COM(ASIX)Stock00773T101$51940.0%
Western Gas Partners LP COM Unit LP inStock958254104$5900.0%
Cullen Frost Bankers Inc COM(CFR)Stock229899109$5550.0%
Bioshares Biotechnology Products Fund(BBP)ETF26923G202$51300.0%
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