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YorkBridge Wealth Partners, LLC

Q1 2018 Holdings

Filed 2018-05-15 | 866 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Guidewire Software Inc COM(GWRE)Stock40171V100$334000.0%
Chemours Co COM(CC)Stock163851108$346690.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$345800.0%
Marriott Vacations Wrldwde CP COM(VAC)Stock57164Y107$342570.0%
Viacom Inc New CL B(VIAB)Stock92553P201$341,1180.0%
Occidental Pete Corp del COM(OXY)Stock674599105$344730.0%
Devon Energy Corp New COM(DVN)Stock25179M103$341,0490.0%
Cable One Inc COM(CABO)Stock12685J105$35500.0%
First Finl Bancorp OH COM(FFBC)Stock320209109$351,2010.0%
Ishares U.S. Consumer Goods ETF(IYK)ETF464287812$363000.0%
Ishares U.S. Insurance ETF(IAK)ETF464288786$365500.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$366100.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$372360.0%
Express Scripts Hldg Co COMStock30219G108$375230.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$375300.0%
PG&E Corp COM(PCG)Stock69331C108$378280.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$374550.0%
Paychex Inc COM(PAYX)Stock704326107$375960.0%
National Oilwell Varco Inc COM(NOVEUR)Stock637071101$389380.0%
Wisdomtree Europe Hedged Equity Fund(HEDJ)ETF97717X701$385940.0%
Stryker Corp COM(SYK)Stock863667101$392480.0%
Alliant Energy Corp COM(LNT)Stock018802108$399650.0%
Dominion Energy Inc COM(D)Stock25746U109$406240.0%
Spdr S&P Biotech ETF(XBI)ETF78464A870$404400.0%
Ishares U.S. Financial Services ETF(IYG)ETF464287770$403000.0%
Capital One Finl Corp COM(COF)Stock14040H105$404170.0%
Citrix SYS Inc COM(CTXSEUR)Stock177376100$414320.0%
Teladoc Inc COM(TDOC)Stock87918A105$411,0000.0%
Apollo Global Mgmt LLC CL A SHSStock037612306$421,4000.0%
Alliance Data Systems Corp COM(BFH)Stock018581108$422000.0%
CA Inc COMStock12673P105$421,2150.0%
BB&T Corp COM(BBTUSD)Stock054937107$438240.0%
Ansys Inc COM(AKX)Stock03662Q105$432700.0%
Vanguard Telecommunication Services Index Fund(VOX)ETF92204A884$435000.0%
OGE Energy Corp COM(OGE)Stock670837103$441,4020.0%
Loews Corp COM(L)Stock540424108$459000.0%
Ironwood Pharmaceuticals Inc COM CL A(IRWD)Stock46333X108$452,6350.0%
FCB Finl Hldgs Inc CL AStock30255G103$468670.0%
Hess Corp COM(HES)Stock42809H107$468440.0%
Dolby Laboratories Inc COM(DLB)Stock25659T107$466840.0%
AIR Prods & Chems Inc COM(APD)Stock009158106$462830.0%
Wisdomtree U.S. Midcap Dividend Fund(DON)ETF97717W505$471,3650.0%
Freeport-Mcmoran Inc CL B(FCX)Stock35671D857$472,6580.0%
Blackstone GSO Strategic CR FD COM SHS BEN in(BGB)CEF09257R101$472,9700.0%
Clearbridge Energy MLP OPP FD COMCEF18469P100$474,5350.0%
Hyatt Hotels Corp COM CL A(H)Stock448579102$486290.0%
Kraft Heinz Co COM(KHC)Stock500754106$498070.0%
Aqua America Inc COMStock03836W103$491,4840.0%
Becton Dickinson & Co COM(BDX)Stock075887109$502250.0%
Ishares S&P Midcap Fund(IJH)ETF464287507$512720.0%
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