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YorkBridge Wealth Partners, LLC

Q1 2019 Holdings

Filed 2019-05-09 | 774 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Twitter Inc COM(TWTRUSD)Stock90184L102$762,3210.0%
Wisdomtree Japan Hedged Equity Fund(DXJ)ETF97717W851$761,4970.0%
Unilever N V N Y SHS New(UNUSD)ADR904784709$761,2990.0%
Trustco BK Corp N Y COMStock898349105$779,8920.0%
BlackRock Utilities Infrstrctr COM(BUI)CEF09248D104$783,6090.0%
Weyerhaeuser Co COM(WY)Stock962166104$793,0130.0%
Masco Corp COM(MAS)Stock574599106$792,0140.0%
Willis Towers Watson PUB LTD SHS(WTW)StockG96629103$824690.0%
Enterprise Prods Partners L P COM(EPD)Stock293792107$822,8230.0%
Conagra Brands Inc COM(CAG)Stock205887102$822,9730.0%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$838000.0%
Southwest Airls Co COM(LUV)Stock844741108$841,6270.0%
Equinix Inc COM(EQIX)REIT29444U700$841860.0%
Western Asset MUN DEF OPP TR COMCEF95768A109$854,0860.0%
Tesla Inc COM(TSLA)Stock88160R101$853030.0%
General Dynamics Corp COM(GD)Stock369550108$875130.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$884450.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$881,6000.0%
Vanguard Small-Cap Index Fund(VB)ETF922908751$885750.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$891,9760.0%
Seagate Technology PLC SHS(STX)StockG7945M107$901,8740.0%
Activision Blizzard Inc COM(ATVIEUR)Stock00507V109$901,9730.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$913190.0%
First Bancshares Inc MS COM(FBMSUSD)Stock318916103$922,9710.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$938280.0%
Alexion Pharmaceuticals Inc COM(ALXN)Stock015351109$946960.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$942,3080.0%
Splunk Inc COM(SPLKCHF)Stock848637104$947580.0%
L3 Technologies Inc COMStock502413107$954610.0%
Eaton Corp PLC SHS(ETN)StockG29183103$961,1950.0%
Southwest Gas Holdings Inc COM(SWX)Stock844895102$961,1680.0%
Clearbridge MLP and Midstrm FD COMCEF184692101$967,5860.0%
Fidelity Msci Information Technology Index ETF(FTEC)ETF316092808$961,6250.0%
TE Connectivity LTD REG SHS(TEL)StockH84989104$981,2080.0%
Martin Marietta Matls Inc COM(MLM)Stock573284106$984870.0%
Novartis A G Sponsored ADR(NVSN)ADR66987V109$981,0240.0%
Textron Inc COM(TXT)Stock883203101$991,9630.0%
Madrigal Pharmaceuticals Inc COM(MDGL)Stock558868105$1008000.0%
Marriott Intl Inc New CL A(MAR)Stock571903202$1018060.0%
Vanguard Ftse Europe ETF(VGK)ETF922042874$1021,8940.0%
TJX COS Inc New COM(TJX)Stock872540109$1041,9620.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$1049100.0%
Allergan PLC SHSStockG0177J108$1047080.0%
Altaba Inc COM(AABAUSD)CEF021346101$1041,4000.0%
Firstenergy Corp COM(FE)Stock337932107$1052,5180.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$1052,3760.0%
Newmarket Corp COM(NEU)Stock651587107$1062440.0%
RBC Bearings Inc COM(RBC)Stock75524B104$1078380.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$1076,9570.0%
Alleghany Corp del COM(YUSD)Stock017175100$1081760.0%
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