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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
Lowes COS Inc COM(LOW)Stock548661107$4464,0770.0%
Suntrust BKS Inc COMStock867914103$4517,6190.0%
Baidu Inc Spon ADR REP A(BIDUN)ADR056752108$4522,7390.0%
Ishares Tips Bond ETF(TIP)ETF464287176$4554,0250.0%
Walmart Inc COM(WMT)Stock931142103$4604,7210.0%
Schlumberger LTD COM(SLB)Stock806857108$47410,8800.0%
US Bancorp del COM New(USB)Stock902973304$4779,8880.0%
Markel Corp COM(MKL)Stock570535104$4934950.0%
Ecolab Inc COM(ECL)Stock278865100$5052,8620.0%
Empire ST Rlty OP L P Unit LTD PRT 60(OGCP)Stock292102209$50832,2110.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$52714,3350.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$5314,3020.0%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$5364,2410.0%
Enbridge Inc COM(ENB)Stock29250N105$53614,7710.0%
Raytheon Co COM New(RTN1USD)Stock755111507$5523,0300.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$5607,0770.0%
Sysco Corp COM(SYY)Stock871829107$5638,4340.0%
SAP SE Spon ADR(SAP)ADR803054204$5744,9700.0%
Bank New York Mellon Corp COM(BK)Stock064058100$57611,4240.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$6117,0280.0%
Boeing Co COM(BA)Stock097023105$6121,6050.0%
TCG BDC Inc COM(CGBD)Stock872280102$61642,5500.0%
Chevron Corp New COM(CVX)Stock166764100$6255,8370.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$63912,2220.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$64512,9120.0%
Kimberly Clark Corp COM(KMB)Stock494368103$6605,3240.0%
American Express Co COM(AXP)Stock025816109$6606,0430.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$6628,3400.0%
PPG Inds Inc COM(PPG)Stock693506107$6796,0190.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$7171,6770.0%
Chubb Limited COM(CB)StockH1467J104$7275,1900.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$7387,1000.0%
Linde PLC SHS(LIN)StockG5494J103$7764,4090.0%
Mcdonalds Corp COM(MCD)Stock580135101$8024,2250.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$81219,8150.0%
Bank Amer Corp COM(BAC)Stock060505104$83430,2390.0%
United Parcel Service Inc CL B(UPS)Stock911312106$8407,5190.0%
Booking Hldgs Inc COM(BKNG)Stock09857L108$8524880.0%
Honeywell Intl Inc COM(HON)Stock438516106$8905,6030.0%
Netflix Inc COM(NFLX)Stock64110L106$9432,6450.0%
Texas Instrs Inc COM(TXN)Stock882508104$1.0K9,7830.0%
Bristol Myers Squibb Co COM(BMY)Stock110122108$1.1K22,8960.0%
Citigroup Inc COM New(C)Stock172967424$1.1K17,6210.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.1K16,2050.0%
American Tower Corp New COM(AMT)REIT03027X100$1.2K5,9840.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$1.2K22,0800.0%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$1.2K2,9280.0%
International Business Machs COM(IBM)Stock459200101$1.2K8,7410.0%
Dowdupont Inc COMStock26078J100$1.3K23,8210.0%
Intel Corp COM(INTC)Stock458140100$1.3K23,6800.0%
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