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YorkBridge Wealth Partners, LLC

Q2 2018 Holdings

Filed 2018-08-10 | 871 holdings | $9.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Preferred APT Cmntys Inc COMREIT74039L103$261,5510.0%
Primerica Inc COM(PRI)Stock74164M108$262640.0%
AMN Healthcare Services Inc COM(AMN)Stock001744101$264520.0%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$262250.0%
Merit MED SYS Inc COM(MMSI)Stock589889104$265010.0%
Centerstate BK Corp COM(CSFLUSD)Stock15201P109$268880.0%
Blackstone GSO Flting RTE Fund COM(BSL)CEF09256U105$271,5000.0%
Ishares U.S. Regional Banks ETF(IAT)ETF464288778$275500.0%
Five9 Inc COM(FIVN)Stock338307101$277770.0%
Clearbridge Amern Energ MLP FD COMCEF184691103$273,5650.0%
Sterling Bancorp del COM(STL)Stock85917A100$271,1360.0%
Nuance Communications Inc COMStock67020Y100$271,9360.0%
Supernus Pharmaceuticals Inc COM(SUPN)Stock868459108$274570.0%
Universal INS Hldgs Inc COM(UVE)Stock91359V107$277610.0%
Vanguard Consumer Staples Index Fund(VDC)ETF92204A207$272000.0%
Western Alliance Bancorp COM(WAL)Stock957638109$274720.0%
First Merchants Corp COM(FRME)Stock320817109$285990.0%
Berkshire Hills Bancorp Inc COM(BBT)Stock084680107$286860.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$281940.0%
Biotelemetry Inc COM(BEATEUR)Stock090672106$286140.0%
Ishares Edge Msci MIN VOL Global ETF(ACWV)ETF464286525$293500.0%
CBS Corp New CL BStock124857202$295190.0%
Eastman Chem Co COM(EMN)Stock277432100$292930.0%
First Bancorp N C COM(FBNC)Stock318910106$297060.0%
Graham Hldgs Co COM(GHC)Stock384637104$29500.0%
Total S A Sponsored ADR(TTEN)ADR89151E109$294860.0%
United Cmnty BKS Blairsvle GA COM(UCB)Stock90984P303$299310.0%
Target Corp COM(TGT)Stock87612E106$304000.0%
Expedia Group Inc COM New(EXPE)Stock30212P303$302520.0%
Legg Mason LOW Volatility High Dividend ETF(LVHD)ETF52468L406$301,0000.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$305800.0%
CME Group Inc COM CL A(CME)Stock12572Q105$301830.0%
Cree Inc COMStock225447101$307120.0%
Exact Sciences Corp COM(EXAS)Stock30063P105$305000.0%
Ligand Pharmaceuticals Inc COM New(LGND)Stock53220K504$301430.0%
Bottomline Tech del Inc COM(EPAYEUR)Stock101388106$306120.0%
Emerson Elec Co COM(EMR)Stock291011104$304410.0%
American Natl INS Co COM(ANATUSD)Stock028591105$302500.0%
Comfort SYS USA Inc COM(FIX)Stock199908104$306530.0%
Chemours Co COM(CC)Stock163851108$306690.0%
Twenty First Centy FOX Inc CL AStock90130A101$316170.0%
CRH PLC ADRADR12626K203$318670.0%
Edgewell Pers Care Co COM(EPC)Stock28035Q102$326380.0%
Dropbox Inc CL A(DBX)Stock26210C104$321,0000.0%
Bridge Bancorp Inc COMStock108035106$329000.0%
Invesco S&P 500 Equal Weight Technology ETF(RSPT)ETF46137V282$322000.0%
American Elec PWR Inc COM(AEP)Stock025537101$324550.0%
V F Corp COM(VFC)Stock918204108$334000.0%
Ishares U.S. Utilities ETF(IDU)ETF464287697$332500.0%
Ishares U.S. Insurance ETF(IAK)ETF464288786$345500.0%
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