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YorkBridge Wealth Partners, LLC

Q2 2022 Holdings

Filed 2022-07-15 | 278 holdings | $36.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Markel Corp COM(MKL)Stock570535104$6214800.0%
AON PLC SHS CL A(AON)StockG0403H108$6232,3110.0%
Edison Intl COM(EIX)Stock281020107$6309,9610.0%
American Intl Group Inc COM New(AIG)Stock026874784$64312,5850.0%
YUM Brands Inc COM(YUM)Stock988498101$6565,7820.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$66917,1610.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$6694,6160.0%
International Business Machs COM(IBM)Stock459200101$6814,8230.0%
Qualys Inc COM(QLYS)Stock74758T303$6945,5020.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$7012,0220.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$7023,3790.0%
Progressive Corp COM(PGR)Stock743315103$7216,2050.0%
Wells Fargo Co New COM(WFC)Stock949746101$73518,7670.0%
Northrop Grumman Corp COM(NOC)Stock666807102$7361,5370.0%
Vulcan Matls Co COM(VMC)Stock929160109$7385,1950.0%
Metlife Inc COM(MET)Stock59156R108$76212,1330.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$80819,8030.0%
Pioneer NAT RES Co COM(PXDEUR)Stock723787107$8093,6280.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$8215,2040.0%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$8338,1880.0%
Honeywell Intl Inc COM(HON)Stock438516106$8614,9550.0%
Blackstone Inc COM(BX)Stock09260D107$8649,4730.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$87215,0420.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$8854,2120.0%
Sempra COM(SRE)Stock816851109$8885,9080.0%
Walmart Inc COM(WMT)Stock931142103$8937,3410.0%
BlackRock Short Maturity Bond ETF(NEAR)ETF46431W507$89718,2130.0%
Oracle Corp COM(ORCL)Stock68389X105$90812,9940.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$95411,6730.0%
Broadcom Inc COM(AVGO)Stock11135F101$9571,9690.0%
Becton Dickinson & Co COM(BDX)Stock075887109$9673,9230.0%
Illumina Inc COM(ILMN)Stock452327109$9745,2840.0%
SAP SE Spon ADR(SAP)ADR803054204$1.0K11,1380.0%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$1.0K21,2170.0%
Intel Corp COM(INTC)Stock458140100$1.1K28,0720.0%
Cohen & Steers LTD Duration PF COM(LDP)CEF19248C105$1.1K56,1860.0%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$1.1K17,6530.0%
PPG Inds Inc COM(PPG)Stock693506107$1.1K10,0480.0%
Vanguard Growth Index Fund(VUG)ETF922908736$1.2K5,2920.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$1.2K8,0590.0%
Williams COS Inc COM(WMB)Stock969457100$1.2K39,5160.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$1.3K9,1690.0%
3M Co COM(MMM)Stock88579Y101$1.3K10,1570.0%
Enbridge Inc COM(ENB)Stock29250N105$1.4K32,3050.0%
Texas Instrs Inc COM(TXN)Stock882508104$1.4K9,0530.0%
Union PAC Corp COM(UNP)Stock907818108$1.4K6,6610.0%
Linde PLC SHS(LIN)StockG5494J103$1.4K5,0160.0%
United Parcel Service Inc CL B(UPS)Stock911312106$1.4K7,9380.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$1.5K20,7530.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$1.5K19,3260.0%
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