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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
WEC Energy Group Inc COM(WEC)Stock92939U106$4126,6900.0%
Ecolab Inc COM(ECL)Stock278865100$4122,9170.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$4129,7920.0%
Medtronic PLC SHS(MDT)StockG5960L103$4185,2420.0%
Enbridge Inc COM(ENB)Stock29250N105$42213,2040.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$4235,4580.0%
Metlife Inc COM(MET)Stock59156R108$4259,0310.0%
Phillips 66 COM(PSX)Stock718546104$4274,1650.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$4272,8820.0%
Allergan PLC SHSStockG0177J108$4402,6440.0%
SAP SE Spon ADR(SAP)ADR803054204$4434,1040.0%
Roper Technologies Inc COM(ROP)Stock776696106$4621,6820.0%
US Bancorp del COM New(USB)Stock902973304$4639,0450.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$46513,6350.0%
Royal Dutch Shell PLC Spon ADR B(R6C2)ADR780259107$4706,7280.0%
Abbvie Inc COM(ABBV)Stock00287Y109$4815,2190.0%
Fedex Corp COM(FDX)Stock31428X106$4821,9940.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$4986,7070.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$52910,7490.0%
Baidu Inc Spon ADR REP A(BIDUN)ADR056752108$5312,2940.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$5486,5950.0%
Time Warner Inc COM NewStock887317303$5495,6950.0%
Bank New York Mellon Corp COM(BK)Stock064058100$55710,7160.0%
Sysco Corp COM(SYY)Stock871829107$5639,3110.0%
Raytheon Co COM New(RTN1USD)Stock755111507$5702,5800.0%
Markel Corp COM(MKL)Stock570535104$5714950.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$5854,8320.1%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$5904,7910.1%
Suntrust BKS Inc COMStock867914103$6309,1130.1%
PPG Inds Inc COM(PPG)Stock693506107$6435,8390.1%
Cohen & Steers LTD DUR PFD Inc COM(LDP)CEF19248C105$64525,3740.1%
Chevron Corp New COM(CVX)Stock166764100$6856,4580.1%
Kimberly Clark Corp COM(KMB)Stock494368103$6926,5220.1%
Mcdonalds Corp COM(MCD)Stock580135101$7024,3430.1%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$71213,4410.1%
Biogen Inc COM(BIIB)Stock09062X103$7132,6650.1%
Schlumberger LTD COM(SLB)Stock806857108$73210,8330.1%
Taiwan Semiconductor MFG LTD Sponsored ADR(TSM)ADR874039100$73416,7360.1%
United Parcel Service Inc CL B(UPS)Stock911312106$7787,2690.1%
American Tower Corp New COM(AMT)REIT03027X100$7965,7550.1%
Deere & Co COM(DE)Stock244199105$8165,4320.1%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$8262,5420.1%
Bank Amer Corp COM(BAC)Stock060505104$89729,2670.1%
Chubb Limited COM(CB)StockH1467J104$9006,6770.1%
Honeywell Intl Inc COM(HON)Stock438516106$9296,3420.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$93221,5080.1%
AT&T Inc COM(T)Stock00206R102$93426,5560.1%
Ishares Tips Bond ETF(TIP)ETF464287176$9408,3210.1%
General Electric Co COMStock369604103$94671,8050.1%
Broadcom LTD SHS(AVGO)StockY09827109$9513,9710.1%
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