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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
Koninklijke Philips N V NY REG SH New(PHG)ADR500472303$1453,6760.0%
Mosaic Co New COM(MOS)Stock61945C103$1506,0440.0%
Pentair PLC SHS(PNR)StockG7S00T104$1512,1570.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$1552,0390.0%
Halliburton Co COM(HAL)Stock406216101$1573,1260.0%
Spdr Gold Shares(GLD)ETF78463V107$1601,2610.0%
Vertex Pharmaceuticals Inc COM(VRTX)Stock92532F100$1621,0010.0%
MKS Instrument Inc COM(MKSI)Stock55306N104$1631,3900.0%
Dollar Tree Inc COM(DLTR)Stock256746108$1651,6810.0%
US Ecology Inc COMStock91732J102$1663,0000.0%
HP Inc COM(HPQ)Stock40434L105$1667,5830.0%
Emerson Elec Co COM(EMR)Stock291011104$1662,4410.0%
Alexion Pharmaceuticals Inc COM(ALXN)Stock015351109$1681,5060.0%
Carnival Corp Paired CTF(CCL)Stock143658300$1692,6440.0%
General Dynamics Corp COM(GD)Stock369550108$1697750.0%
TE Connectivity LTD REG SHS(TEL)StockH84989104$1691,7060.0%
Public SVC Enterprise Group COM(PEG)Stock744573106$1693,4120.0%
Humana Inc COM(HUM)Stock444859102$1705970.0%
Fair Isaac Corp COM(FICO)Stock303250104$1711,0000.0%
Ishares Nasdaq Biotechnology Index Fund(IBB)ETF464287556$1741,6280.0%
Fifth Third Bancorp COM(FITB)Stock316773100$1755,4400.0%
WPP PLC New ADR(WPP)ADR92937A102$1762,0900.0%
Tiffany & Co New COM(TIFEUR)Stock886547108$1771,8000.0%
Marathon Pete Corp COM(MPC)Stock56585A102$1772,3850.0%
Schwab Charles Corp New COM(SCHW)Stock808513105$1793,4620.0%
Anadarko Pete Corp COM(APC3EUR)Stock032511107$1792,8580.0%
Mckesson Corp COM(MCK)Stock58155Q103$1811,2550.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$1842,7650.0%
General Mtrs Co COM(GM)Stock37045V100$1864,7790.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1894,0100.0%
Akamai Technologies Inc COM(AKAM)Stock00971T101$1892,6310.0%
Allstate Corp COM(ALL)Stock020002101$1901,9660.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1922,7100.0%
BP PLC Sponsored ADR(BP)ADR055622104$1934,4880.0%
Cintas Corp COM(CTAS)Stock172908105$1981,1520.0%
General MLS Inc COM(GIS)Stock370334104$1994,4640.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$2041,3400.0%
Progressive Corp Ohio COM(PGR)Stock743315103$2043,3750.0%
Wisdomtree U.S. Smallcap Quality Dividend Growth Fund(DGRS)ETF97717X651$2065,9660.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$2062,8490.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$2091,5000.0%
Aetna Inc New COMStock00817Y108$2141,2350.0%
CVS Health Corp COM(CVS)Stock126650100$2153,3590.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2166300.0%
Ebay Inc COM(EBAY)Stock278642103$2185,3720.0%
RED HAT Inc COMStock756577102$2191,3780.0%
Suncor Energy Inc New COM(SU)Stock867224107$2205,8650.0%
Shire PLC Sponsored ADRADR82481R106$2221,4070.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$2278740.0%
Williams COS Inc del COM(WMB)Stock969457100$2289,0710.0%
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