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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
Laboratory Corp Amer Hldgs COM NewStock50540R409$6390.0%
Ishares Comex Gold Trust(IAUUSD)ETF464285105$65000.0%
Maxim Integrated Prods Inc COM(MXIM)Stock57772K101$61110.0%
BIO RAD Labs Inc CL A(BIO)Stock090572207$6250.0%
Phillips 66 Partners LP COM Unit REP INTStock718549207$71500.0%
Hartford Finl Svcs Group Inc COM(HIG)Stock416515104$71310.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$7400.0%
Pennymac MTG Invt TR COM(PMT)REIT70931T103$74000.0%
Wisdomtree U.S. Quality Dividend Growth Fund(DGRW)ETF97717X669$71600.0%
Ishares Intermediate Credit Bond ETF(IGIB)ETF464288638$7650.0%
Tetraphase Pharmaceuticals Inc COMStock88165N105$72,2000.0%
PTC Inc COM(PTC)Stock69370C100$7940.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$71150.0%
P T Telekomunikasi Indonesia Sponsored ADR(PTI)ADR715684106$72750.0%
Immunogen Inc COM(IMGNEUR)Stock45253H101$77020.0%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$8970.0%
Integrated Device Technology COMStock458118106$82610.0%
Agilent Technologies Inc COM(A)Stock00846U101$81140.0%
Mobile Telesystems Pjsc Sponsored ADRADR607409109$88340.0%
Lions Gate Entmnt Corp CL B NON VTG(LGF/BEUR)Stock535919500$83070.0%
Symantec Corp COMStock871503108$83000.0%
Robo-Stox Global Robotics and Automation Index Fund(ROBO)ETF301505707$82000.0%
Peoples United Financial Inc COM(PBCTEUR)Stock712704105$84150.0%
Pinnacle Finl Partners Inc COMStock72346Q104$81170.0%
First Data Corp New COM CL A(FDC)Stock32008D106$85000.0%
Post Hldgs Inc COM(POST)Stock737446104$81000.0%
Xerox Corp COM NewStock984121608$83000.0%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$91810.0%
Cypress Semiconductor Corp COM(CYEUR)Stock232806109$95000.0%
Schwab International Equity ETF(SCHF)ETF808524805$92670.0%
Cnooc LTD Sponsored ADR(CEO)ADR126132109$9550.0%
Liberty Media Corp Delaware COM A Siriusxm(LM03)Stock531229409$92190.0%
Shinhan Financial Group Co LTD SPN ADR Restrd(SHG)ADR824596100$92090.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$9570.0%
Tellurian Inc New COM(TELLEUR)Stock87968A104$91,0000.0%
EOG RES Inc COM(EOG)Stock26875P101$9860.0%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$92000.0%
Arris Intl Inc SHSStockG0551A103$93240.0%
Companhia de Saneamento Basico Sponsored ADR(SAJA)ADR20441A102$98770.0%
Centerpoint Energy Inc COM(CNP)Stock15189T107$93300.0%
Cimarex Energy Co COM(XECEUR)Stock171798101$91000.0%
Brighthouse Finl Inc COM(BHF)Stock10922N103$91850.0%
Banco Macro SA Spon ADR B(BMA)ADR05961W105$10960.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$10420.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$10800.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$103750.0%
Powershares Dividend Achievers PortfolioETF73935X732$104000.0%
Tripadvisor Inc COM(TRIP)Stock896945201$102520.0%
Annaly Cap Mgmt Inc COM(NLYEUR)REIT035710409$101,0000.0%
Ambev SA Sponsored ADR(ABEV)ADR02319V103$101,4710.0%
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