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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
Huntington Bancshares Inc COM(HBAN)Stock446150104$191,5000.0%
Proshares Ultra Financials(UYG)ETF74347X633$205000.0%
Kinder Morgan Inc del COM(KMI)Stock49456B101$209800.0%
M & T BK Corp COM(MTB)Stock55261F104$201250.0%
Cigna Corp New COM(CI)Stock125523100$201260.0%
Clorox Co del COM(CLX)Stock189054109$201250.0%
Celanese Corp del COM(CE)Stock150870103$202050.0%
Exelon Corp COM(EXC)Stock30161N101$214090.0%
Orbcomm Inc COM(ORBC)Stock68555P100$223,2250.0%
Dell Technologies Inc CL C(DELL)Stock24703L202$223750.0%
Smith A O Corp COM(AOS)Stock831865209$224190.0%
BCE Inc COM New(BCE)Stock05534B760$225000.0%
Baxter Intl Inc COM(BAX)Stock071813109$222750.0%
Eastman Chemical Co COM(EMN)Stock277432100$222930.0%
Marriott Vactins Worldwid Corp COM(VAC)Stock57164Y107$232510.0%
Qurate Retail Inc COM SER A(QVCAUSD)Stock74915M100$231,4270.0%
Eaton Vance SR Income TR SH BEN INT(EVF)CEF27826S103$233,7000.0%
CRH PLC ADRADR12626K203$237390.0%
KKR & Co Inc CL A(KKR)Stock48251W104$231,0000.0%
Chimera Invt Corp COM NewREIT16934Q208$231,2390.0%
Chemours Co COM(CC)Stock163851108$236170.0%
Stone HBR Emerg Mrkts Inc FD COM(EDF)CEF86164T107$241,8640.0%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$243460.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$244000.0%
Sempra Energy COM(SRE)Stock816851109$241910.0%
Woodward Inc COM(WWD)Stock980745103$242500.0%
NU Skin Enterprises Inc CL A(NUS)Stock67018T105$245000.0%
Ishares U.S. Regional Banks ETF(IAT)ETF464288778$245500.0%
Vanguard Financials Index Fund(VFH)ETF92204A405$243750.0%
Equifax Inc COM(EFX)Stock294429105$242000.0%
Tableau Software Inc CL A(DATA)Stock87336U105$252000.0%
Pinnacle West Cap Corp COM(PNW)Stock723484101$252660.0%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$25430.0%
Nuance Communications Inc COMStock67020Y100$251,4680.0%
Blackstone GSO Flting RTE Fund COM(BSL)CEF09256U105$251,5000.0%
Micro Focus International PLC Spon ADR NewADR594837304$259520.0%
Invesco Zacks Mid-Cap ETF(CZA)ETF46137Y401$263850.0%
Bridge Bancorp Inc COMStock108035106$269000.0%
Southern Co COM(SO)Stock842587107$265000.0%
Pentair PLC SHS(PNR)StockG7S00T104$265860.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$261250.0%
WPP PLC New ADR(WPP)ADR92937A102$264920.0%
Vanguard Consumer Staples Index Fund(VDC)ETF92204A207$261800.0%
Total S A Sponsored ADS(TTEN)ADR89151E109$274860.0%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$272250.0%
Halliburton Co COM(HAL)Stock406216101$279220.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$276100.0%
National Oilwell Varco Inc COM(NOVEUR)Stock637071101$271,0010.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$283000.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$285350.0%
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