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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
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$283000.0%
Crown Castle Intl Corp New COM(CCI)REIT22822V101$282160.0%
V F Corp COM(VFC)Stock918204108$283190.0%
CME Group Inc COM CL A(CME)Stock12572Q105$301800.0%
Ishares Floating Rate Bond ETF(FLOT)ETF46429B655$305900.0%
Invesco S&P 500 Equal Weight Technology ETF(RSPT)ETF46137V282$301750.0%
American Natl INS Co COM(ANATUSD)Stock028591105$302500.0%
Expedia Group Inc COM New(EXPE)Stock30212P303$302520.0%
Healthcare TR Amer Inc CL A NewREIT42225P501$301,0630.0%
Cree Inc COMStock225447101$315410.0%
Ishares U.S. Financial Services ETF(IYG)ETF464287770$312500.0%
Emerson Elec Co COM(EMR)Stock291011104$314460.0%
Ishares Edge Msci MIN VOL Global ETF(ACWV)ETF464286525$313500.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$313650.0%
Legg Mason LOW Volatility High Dividend ETF(LVHD)ETF52468L406$321,0000.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$321940.0%
Discovery Inc COM SER A(DISCAUSD)Stock25470F104$321,1950.0%
GW Pharmaceuticals PLC ADSADR36197T103$342000.0%
Graham Hldgs Co COM(GHC)Stock384637104$34500.0%
Ishares S&P Midcap Fund(IJH)ETF464287507$341810.0%
Weatherford Intl PLC ORD SHS(WFRD)StockG48833100$3448,5240.0%
Xilinx Inc COM(XLNXEUR)Stock983919101$342670.0%
Paychex Inc COM(PAYX)Stock704326107$354400.0%
Grubhub Inc COMStock400110102$355100.0%
Ishares U.S. Insurance ETF(IAK)ETF464288786$355500.0%
State STR Corp COM(STT)Stock857477103$355270.0%
AIR Prods & Chems Inc COM(APD)Stock009158106$351840.0%
Ishares U.S. Consumer Goods ETF(IYK)ETF464287812$363000.0%
Deere & Co COM(DE)Stock244199105$362270.0%
Ishares U.S. Utilities ETF(IDU)ETF464287697$372500.0%
Dolby Laboratories Inc COM CL A(DLB)Stock25659T107$375810.0%
Blackstone GSO Strategic CR FD COM SHS BEN in(BGB)CEF09257R101$372,5700.0%
WEX Inc COM(WEX)Stock96208T104$382000.0%
America Movil SAB de CV Spon ADR L SHS(AMXN)ADR02364W105$382,6430.0%
Citrix SYS Inc COM(CTXSEUR)Stock177376100$383810.0%
Guidewire Software Inc COM(GWRE)Stock40171V100$394000.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$392360.0%
Freeport-Mcmoran Inc CL B(FCX)Stock35671D857$403,1420.0%
Apollo Global Mgmt LLC CL A SHSStock037612306$401,4000.0%
Oneok Inc New COM(OKE)Stock682680103$405690.0%
Invesco QQQ Trust(QQQ)ETF46090E103$412280.0%
Cognizant Technology Solutions CL A(CTSH)Stock192446102$425840.0%
Vanguard Communication Services ETF(VOX)ETF92204A884$425000.0%
NXP Semiconductors N V COM(NXPI)StockN6596X109$434900.0%
Western Digital Corp COM(WDC)Stock958102105$438870.0%
Loews Corp COM(L)Stock540424108$439000.0%
Exact Sciences Corp COM(EXAS)Stock30063P105$435000.0%
IHS Markit LTD SHS(IHS)StockG47567105$448110.0%
Wayfair Inc CL A(W)Stock94419L101$453000.0%
Alliant Energy Corp COM(LNT)Stock018802108$459650.0%
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