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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
Equinix Inc COM PAR $0.001(EQIX)REIT29444U700$521290.0%
Stone HBR Emerg Mrkts Inc FD COM(EDF)CEF86164T107$523,3310.0%
America Movil SAB de CV Spon ADR L SHS(AMXN)ADR02364W105$532,7150.0%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$551,8340.0%
Nucor Corp COM(NUE)Stock670346105$558930.0%
NXP Semiconductors N V COM(NXPI)StockN6596X109$564900.0%
Charter Communications Inc New CL A(CHTR)Stock16119P108$581900.0%
Total S A Sponsored ADR(TTEN)ADR89151E109$589540.0%
Ishares S&P 100 ETF(OEF)ETF464287101$595000.0%
Textron Inc COM(TXT)Stock883203101$591,0000.0%
Rockwell Collins Inc COMStock774341101$604510.0%
Iron MTN Inc New COM(IRM)REIT46284V101$601,8200.0%
DTE Energy Co COM(DTE)Stock233331107$616000.0%
American Natl INS Co COM(ANATUSD)Stock028591105$615000.0%
Aflac Inc COM(AFL)Stock001055102$621,3900.0%
Western Digital Corp COM(WDC)Stock958102105$626840.0%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$631940.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$641,3000.0%
YUM Brands Inc COM(YUM)Stock988498101$647500.0%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$651,2550.0%
Vmware Inc CL A COM(VMWEUR)Stock928563402$655350.0%
Nasdaq Inc COM(NDAQ)Stock631103108$667620.0%
Vanguard Consumer Discretionary Index Fund(VCR)ETF92204A108$664150.0%
Pioneer NAT RES Co COM(PXDEUR)Stock723787107$663620.0%
Leucadia Natl Corp COMStock527288104$662,7000.0%
Twitter Inc COM(TWTRUSD)Stock90184L102$672,3240.0%
Dentsply Sirona Inc COM(XRAY)Stock24906P109$671,3710.0%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$681,0780.0%
Southwest Airls Co COM(LUV)Stock844741108$681,2400.0%
Ionis Pharmaceuticals Inc COM(IONS)Stock462222100$681,5410.0%
Gilead Sciences Inc COM(GILD)Stock375558103$699120.0%
Alerian MLP ETF(AMLPUSD)ETF00162Q866$697,1500.0%
CDK Global Inc COM(CDK)Stock12508E101$711,1010.0%
Doubleline Income Solutions FD COM(DSL)CEF258622109$723,5000.0%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)ETF464288513$728380.0%
Enterprise Prods Partners L P COM(EPD)Stock293792107$732,8230.0%
Intuit COM(INTU)Stock461202103$744250.0%
Western Asset MUN DEF OPP TR COMCEF95768A109$743,4000.0%
Unilever N V N Y SHS New(UNUSD)ADR904784709$741,3140.0%
Fluor Corp New COM(FLR)Stock343412102$751,2720.0%
Motorola Solutions Inc COM New(MSI)Stock620076307$756880.0%
Electronic Arts Inc COM(EA)Stock285512109$756200.0%
Clearbridge Energy MLP TR FD COMCEF18469Q108$757,4050.0%
Royal BK Scotland Group PLC SP ADR Pref SADR780097739$763,0000.0%
Syntel Inc COMStock87162H103$763,0000.0%
Ishares Core High Dividend ETF(HDV)ETF46429B663$779000.0%
Dillards Inc CL A(DDS)Stock254067101$801,0000.0%
Keycorp New COM(KEY)Stock493267108$824,1260.0%
Wisdomtree Japan Hedged Equity Fund(DXJ)ETF97717W851$831,4710.0%
Amdocs LTD SHS(DOX)StockG02602103$831,2490.0%
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