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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
BlackRock Inc COM(BLKCHF)Stock09247X101$9951,8680.1%
Palo Alto Networks Inc COM(PANW)Stock697435105$9965,2270.1%
Gartner Inc COM(IT)Stock366651107$1.0K8,6400.1%
Texas Instrs Inc COM(TXN)Stock882508104$1.0K10,0360.1%
O Reilly Automotive Inc New COM(ORLY)Stock67103H107$1.1K4,6480.1%
Merck & Co Inc COM(MRK)Stock58933Y105$1.1K19,5930.1%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.1K15,8440.1%
Nextera Energy Inc COM(NEE)Stock65339F101$1.1K7,0240.1%
Salesforce COM Inc COM(CRM)Stock79466L302$1.1K9,2370.1%
American Express Co COM(AXP)Stock025816109$1.2K12,4150.1%
Amgen Inc COM(AMGN)Stock031162100$1.2K6,8310.1%
Boeing Co COM(BA)Stock097023105$1.2K3,4650.1%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$1.2K5,6620.1%
United Technologies Corp COM(UTXZ)Stock913017109$1.2K9,5440.1%
Align Technology Inc COM(ALGN)Stock016255101$1.2K4,4650.1%
Dollar GEN Corp New COM(DG)Stock256677105$1.2K12,3350.1%
Intel Corp COM(INTC)Stock458140100$1.2K23,0820.1%
Coca Cola Co COM(KO)Stock191216100$1.2K27,7190.1%
Citigroup Inc COM New(C)Stock172967424$1.3K17,4300.1%
Verizon Communications Inc COM(VZ)Stock92343V104$1.3K27,1390.1%
Comcast Corp New CL A(CMCSA)Stock20030N101$1.4K42,8540.1%
Disney Walt Co COM Disney(DIS)Stock254687106$1.4K14,2290.1%
Pepsico Inc COM(PEP)Stock713448108$1.4K13,3790.1%
Booking Hldgs Inc COM(BKNG)Stock09857L108$1.5K7140.1%
International Business Machs COM(IBM)Stock459200101$1.5K9,5070.1%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1.5K10,2790.1%
Dowdupont Inc COMStock26078J100$1.6K23,3220.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$1.6K9,9340.1%
Zoetis Inc CL A(ZTS)Stock98978V103$1.6K18,6840.1%
Oracle Corp COM(ORCL)Stock68389X105$1.6K34,5810.1%
Travelers Companies Inc COM(TRV)Stock89417E109$1.6K11,6770.1%
Spdr S&P Dividend ETF(SDY)ETF78464A763$1.6K17,9440.1%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$1.7K16,7000.1%
Bristol Myers Squibb Co COM(BMY)Stock110122108$1.7K28,6970.1%
Nike Inc CL B(NKE)Stock654106103$1.7K25,4860.1%
Wells Fargo Co New COM(WFC)Stock949746101$1.7K32,9460.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.7K12,6800.2%
Starbucks Corp COM(SBUX)Stock855244109$1.7K29,2740.2%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1.9K8,5980.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$2.1K7,7090.2%
Procter and Gamble Co COM(PG)Stock742718109$2.1K26,4870.2%
Automatic Data Processing Inc COM(ADP)Stock053015103$2.2K19,3220.2%
Adobe SYS Inc COM(ADBE)Stock00724F101$2.4K10,6000.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$2.4K31,5460.2%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2.4K12,3300.2%
JPMorgan Chase & Co COM(JPM)Stock46625H100$2.5K21,7750.2%
First Bancshares Inc MS COM(FBMSUSD)Stock318916103$2.8K86,0020.2%
Pfizer Inc COM(PFE)Stock717081103$3.1K84,2000.3%
Facebook Inc CL A(META)Stock30303M102$3.1K18,9500.3%
Ishares Short Maturity Bond ETF(NEAR)ETF46431W507$3.2K63,9650.3%
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