YorkBridge Wealth Partners

Latest statistics and disclosures from YorkBridge Wealth Partners's latest quarterly 13F-HR filing:

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Portfolio Holdings for YorkBridge Wealth Partners

Companies in the YorkBridge Wealth Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.5 $19M +6% 153k 122.15
Amazon Stock (AMZN) 4.7 $16M +41% 5.2k 3094.15
Microsoft Corp Stock (MSFT) 4.4 $15M +3% 64k 235.77
Facebook Inc Cl A Stock (FB) 3.2 $11M +26% 37k 294.52
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.5 $8.3M -4% 4.0k 2068.55
Abbott Labs Stock (ABT) 2.4 $8.1M +46% 68k 119.84
Johnson & Johnson Stock (JNJ) 2.3 $7.9M +2% 48k 164.36
Mastercard Incorporated Cl A Stock (MA) 1.9 $6.6M +18% 18k 356.06
Adobe Systems Incorporated Stock (ADBE) 1.9 $6.3M +2% 13k 475.38
Visa Inc Com Cl A Stock (V) 1.8 $6.0M +3% 29k 211.72
Accenture Plc Ireland Shs Class A Stock (ACN) 1.7 $5.6M 20k 276.25
Paypal Hldgs Stock (PYPL) 1.6 $5.6M +5% 23k 242.85
Unitedhealth Group Stock (UNH) 1.6 $5.3M +5% 14k 372.07
Jpmorgan Chase & Co Stock (JPM) 1.5 $5.1M +7% 33k 152.23

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Zoetis Inc Cl A Stock (ZTS) 1.4 $4.7M +2% 30k 157.48
Salesforce Stock (CRM) 1.4 $4.6M +27% 22k 211.89
Spdr S&p 500 Etf Etf (SPY) 1.3 $4.6M +20% 12k 396.36
Netflix Stock (NFLX) 1.3 $4.5M +143% 8.6k 521.62
Ishares S&p 500 Growth Etf Etf (IVW) 1.3 $4.3M 66k 65.12
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $4.0M +19% 1.9k 2062.73
Home Depot Stock (HD) 1.2 $4.0M +9% 13k 305.24
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $3.8M +14% 15k 255.48
Servicenow Stock (NOW) 1.1 $3.7M +2% 7.4k 500.07
Ishares Russell Mid-cap Etf Etf (IWR) 1.1 $3.7M 50k 73.92
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.0 $3.5M 47k 74.43
Procter And Gamble Stock (PG) 1.0 $3.4M +7% 25k 135.43
Starbucks Corp Stock (SBUX) 1.0 $3.4M +3% 31k 109.28
Autodesk Stock (ADSK) 1.0 $3.4M -10% 12k 277.12
Exxon Mobil Corp Stock (XOM) 0.9 $3.2M +172% 57k 55.83
Pfizer Stock (PFE) 0.9 $3.1M +3% 86k 36.22
Disney Walt Stock (DIS) 0.9 $2.9M +26% 16k 184.49
Philip Morris Intl Stock (PM) 0.8 $2.8M +982% 31k 88.73
Ishares Russell 1000 Growth Etf Etf (IWF) 0.8 $2.7M 11k 243.02
Mondelez Intl Inc Cl A Stock (MDLZ) 0.8 $2.7M +243% 46k 58.52
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.8 $2.6M -5% 18k 147.07
Gartner Stock (IT) 0.8 $2.6M +2% 14k 182.52
Pepsico Stock (PEP) 0.8 $2.6M +52% 18k 141.44
Comcast Corp New Cl A Stock (CMCSA) 0.8 $2.6M +5% 47k 54.12
Nike Inc Cl B Stock (NKE) 0.8 $2.6M +5% 19k 132.91
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $2.5M +2% 25k 99.66
Nextera Energy Stock (NEE) 0.7 $2.4M +6% 32k 75.60
Verizon Communications Stock (VZ) 0.7 $2.4M +5% 41k 58.16
Align Technology Stock (ALGN) 0.7 $2.2M -27% 4.1k 541.63
Merck & Co Stock (MRK) 0.6 $2.2M +72% 28k 77.11
Illumina Stock (ILMN) 0.6 $2.1M +13% 5.6k 384.12
Travelers Companies Stock (TRV) 0.6 $2.1M +13% 14k 150.37
Spdr S&p Dividend Etf Etf (SDY) 0.6 $2.1M +3% 18k 118.01
Altria Group Stock (MO) 0.6 $2.1M +490% 41k 51.17
Raytheon Technologies Corp Stock (RTX) 0.6 $2.1M +10% 27k 77.27
3M Stock (MMM) 0.6 $2.0M -10% 10k 192.71
Texas Instrs Stock (TXN) 0.6 $1.9M +3% 10k 188.96
Intuitive Surgical Stock (ISRG) 0.5 $1.8M +5% 2.4k 738.74
Abbvie Stock (ABBV) 0.5 $1.8M +232% 16k 108.23
American Tower Corp Reit (AMT) 0.5 $1.7M +9% 7.0k 239.13
Amgen Stock (AMGN) 0.5 $1.7M +14% 6.7k 248.85
Costco Whsl Corp Stock (COST) 0.5 $1.7M 4.7k 352.53
Coca Cola Stock (KO) 0.5 $1.7M +10% 32k 52.72
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.5 $1.6M -2% 61k 26.12
Msci Stock (MSCI) 0.4 $1.5M -16% 3.6k 419.37
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $1.5M +2% 13k 118.31
Bk Of America Corp Stock (BAC) 0.4 $1.4M +10% 36k 38.68
Bristol-myers Squibb Stock (BMY) 0.4 $1.3M +55% 21k 63.15
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $1.3M 9.2k 141.24
Union Pac Corp Stock (UNP) 0.4 $1.3M +8% 5.7k 220.42
Walmart Stock (WMT) 0.4 $1.2M 9.0k 135.86
Public Svc Enterprise Grp Stock (PEG) 0.4 $1.2M +163% 20k 60.23
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.2M +17% 7.0k 169.95
Intel Corp Stock (INTC) 0.4 $1.2M -5% 19k 64.02
Linde Stock (LIN) 0.3 $1.2M +14% 4.1k 280.24
Waste Mgmt Inc Del Stock (WM) 0.3 $1.1M +20% 8.6k 129.05
Ppg Inds Stock (PPG) 0.3 $1.1M +12% 7.3k 150.26
Blackstone Group Stock (BX) 0.3 $1.1M +12% 14k 74.51
Honeywell Intl Stock (HON) 0.3 $1.1M 4.9k 217.14
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.0M +6% 14k 72.91
At&t Stock (T) 0.3 $1.0M -3% 34k 30.28
Sap Se Adr (SAP) 0.3 $1.0M +35% 8.2k 122.78
Vanguard Real Estate Etf Etf (VNQ) 0.3 $917k +8% 10k 91.83
Ecolab Stock (ECL) 0.3 $853k +24% 4.0k 214.11
Automatic Data Processing Stock (ADP) 0.2 $833k -10% 4.4k 188.50
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $830k -42% 17k 50.22
International Business Machs Stock (IBM) 0.2 $787k 5.9k 133.19
Broadcom Stock (AVGO) 0.2 $787k +14% 1.7k 463.76
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $779k -2% 6.0k 129.70
Nvidia Corporation Stock (NVDA) 0.2 $756k +7% 1.4k 533.90
Ishares Russell 1000 Etf Etf (IWB) 0.2 $755k 3.4k 223.97
TCG BDC Cef (CGBD) 0.2 $729k 55k 13.19
Progressive Corp Stock (PGR) 0.2 $700k 7.3k 95.67
Alibaba Group Hldg Adr (BABA) 0.2 $688k -28% 3.0k 226.76
Metlife Stock (MET) 0.2 $685k +21% 11k 60.75
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $675k +20% 4.2k 159.54
Oracle Corp Stock (ORCL) 0.2 $675k +20% 9.6k 70.17
American Express Stock (AXP) 0.2 $673k 4.8k 141.48
Bhp Group Adr (BHP) 0.2 $672k NEW 9.7k 69.43
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $655k -4% 6.4k 102.12
Enbridge Stock (ENB) 0.2 $654k +32% 18k 36.42
Blackrock Stock (BLK) 0.2 $651k 863.00 754.35
Fortune Brands Home & Sec Stock (FBHS) 0.2 $648k NEW 6.8k 95.86
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $645k 13k 49.09
Pnc Finl Svcs Group Stock (PNC) 0.2 $641k +17% 3.7k 175.33
Yum Brands Stock (YUM) 0.2 $637k NEW 5.9k 108.11
Cisco Sys Stock (CSCO) 0.2 $626k 12k 51.70
Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $621k NEW 1.9k 321.43
Williams Cos Stock (WMB) 0.2 $592k +42% 25k 23.69
Becton Dickinson & Co Stock (BDX) 0.2 $589k +44% 2.4k 242.99
Aon Plc Shs Cl A Stock (AON) 0.2 $581k -5% 2.5k 230.01
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $574k +43% 5.1k 112.00
Wec Energy Group Stock (WEC) 0.2 $569k +15% 6.1k 93.59
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $569k 3.8k 151.49
Apollo Global Mgmt Inc Com Cl A Stock (APO) 0.2 $564k +32% 12k 47.04
International Paper Stock (IP) 0.2 $553k +11% 10k 54.11
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $553k -23% 12k 48.28
Williams Sonoma Stock (WSM) 0.2 $552k -21% 3.1k 179.05
Markel Corp Stock (MKL) 0.2 $547k 480.00 1139.58
Vanguard S&p 500 Etf Etf (VOO) 0.2 $545k +10% 1.5k 364.30
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $530k -10% 5.2k 101.16
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $515k -9% 9.9k 52.01
American Intl Group Stock (AIG) 0.2 $510k +51% 11k 46.20
Rio Tinto Adr (RIO) 0.1 $506k +30% 6.5k 77.69
Vulcan Matls Stock (VMC) 0.1 $494k +37% 2.9k 168.83
Fair Isaac Corp Stock (FICO) 0.1 $486k 1.0k 486.00
Kimberly-clark Corp Stock (KMB) 0.1 $476k 3.4k 139.02
Akamai Technologies Stock (AKAM) 0.1 $473k +32% 4.6k 101.94
Alcon Ag Ord Stock (ALC) 0.1 $467k +26% 6.7k 70.14
Burlington Stores Stock (BURL) 0.1 $465k +20% 1.6k 299.04
Unilever Adr (UL) 0.1 $453k +21% 8.1k 55.87
Edison Intl Stock (EIX) 0.1 $449k +54% 7.7k 58.63
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BAM) 0.1 $445k -4% 10k 44.53
Ishares Russell 2000 Etf Etf (IWM) 0.1 $442k 2.0k 221.11
Sysco Corp Stock (SYY) 0.1 $438k 5.6k 78.81
Norfolk Southn Corp Stock (NSC) 0.1 $436k 1.6k 268.47
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $435k 1.2k 358.32
Sempra Energy Stock (SRE) 0.1 $435k +61% 3.3k 132.58
Wells Fargo Stock (WFC) 0.1 $435k +9% 11k 39.10
Kraft Heinz Stock (KHC) 0.1 $433k NEW 11k 40.03
Northrop Grumman Corp Stock (NOC) 0.1 $424k +85% 1.3k 323.91
Etsy Stock (ETSY) 0.1 $421k +44% 2.1k 201.63
Us Bancorp Del Stock (USB) 0.1 $421k +37% 7.6k 55.26
Western Asset Mun Def Opp Tr Cef (MTT) 0.1 $414k NEW 20k 21.12
Icici Bank Adr (IBN) 0.1 $411k +25% 26k 16.04
Analog Devices Stock (ADI) 0.1 $404k 2.6k 155.09
Ishares Tips Bond Etf Etf (TIP) 0.1 $398k 3.2k 125.35
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $392k -9% 3.4k 116.67
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $390k +80% 75k 5.22
Canadian Natl Ry Stock (CNI) 0.1 $389k +15% 3.4k 116.12
Otis Worldwide Corp Stock (OTIS) 0.1 $388k +8% 5.7k 68.51
Thermo Fisher Scientific Stock (TMO) 0.1 $386k -2% 845.00 456.80
Diageo Adr (DEO) 0.1 $383k +36% 2.3k 164.03
Mcdonalds Corp Stock (MCD) 0.1 $381k 1.7k 223.99
Square Inc Cl A Stock (SQ) 0.1 $379k +53% 1.7k 227.22
Charles Riv Labs Intl Stock (CRL) 0.1 $377k +27% 1.3k 289.55
Schwab Charles Corp Stock (SCHW) 0.1 $374k +2% 5.7k 65.12
Nxp Semiconductors N V Stock (NXPI) 0.1 $373k NEW 1.9k 201.51
Hubbell Stock (HUBB) 0.1 $370k 2.0k 186.87
Dupont De Nemours Stock (DD) 0.1 $370k -6% 4.8k 77.21
Boston Properties Reit (BXP) 0.1 $370k +67% 3.7k 101.31
Colgate Palmolive Stock (CL) 0.1 $368k 4.7k 78.77
Chevron Corp Stock (CVX) 0.1 $363k +11% 3.5k 104.79
Ciena Corp Stock (CIEN) 0.1 $361k +45% 6.6k 54.73
General Electric Stock (GE) 0.1 $360k +2% 27k 13.12
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $359k 32k 11.15
Carrier Global Corporation Stock (CARR) 0.1 $358k -5% 8.5k 42.25
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $358k -11% 1.7k 214.37
Qualys Stock (QLYS) 0.1 $357k NEW 3.4k 104.88
Raymond James Finl Stock (RJF) 0.1 $355k +21% 2.9k 122.54
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $354k +46% 4.0k 89.24
Cintas Corp Stock (CTAS) 0.1 $351k +32% 1.0k 341.44
Medtronic Stock (MDT) 0.1 $351k -6% 3.0k 118.22
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $350k +63% 4.6k 75.38
Skyworks Solutions Stock (SWKS) 0.1 $342k +28% 1.9k 183.38
Keysight Technologies Stock (KEYS) 0.1 $340k +45% 2.4k 143.58
Trex Stock (TREX) 0.1 $340k NEW 834.00 407.67
Horizon Therapeutics Pub L Stock (HZNP) 0.1 $340k NEW 3.7k 91.92
Fortinet Stock (FTNT) 0.1 $337k +30% 1.8k 184.56
Hdfc Bank Adr (HDB) 0.1 $336k +25% 4.3k 77.60
Huntington Ingalls Inds Stock (HII) 0.1 $330k NEW 1.6k 205.74
Boeing Stock (BA) 0.1 $330k +8% 1.3k 254.63
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $330k +53% 67k 4.96
Generac Hldgs Stock (GNRC) 0.1 $329k +5% 1.0k 327.04
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $329k +9% 678.00 485.25
Steris Plc Shs Usd Stock (STE) 0.1 $328k NEW 1.7k 190.59
First Rep Bk San Francisco Cal Stock (FRC) 0.1 $327k +24% 2.0k 166.84
Entegris Stock (ENTG) 0.1 $322k +32% 2.9k 111.81
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.1 $322k NEW 3.4k 95.46
Sensient Technologies Corp Stock (SXT) 0.1 $316k 4.1k 78.02
Monolithic Pwr Sys Stock (MPWR) 0.1 $313k +31% 887.00 352.87
Csx Corp Stock (CSX) 0.1 $312k 3.2k 96.33
Masco Corp Stock (MAS) 0.1 $307k NEW 5.1k 60.00
Diodes Stock (DIOD) 0.1 $307k +26% 3.8k 79.82
Teledyne Technologies Stock (TDY) 0.1 $307k NEW 742.00 413.75
West Pharmaceutical Svsc Stock (WST) 0.1 $306k NEW 1.1k 282.03
Pioneer Nat Res Stock (PXD) 0.1 $306k NEW 1.9k 158.96
Royal Dutch Shell Plc Spon Adr B Adr (RDS.B) 0.1 $300k NEW 8.1k 36.89
Church & Dwight Stock (CHD) 0.1 $299k NEW 3.4k 87.48
Mettler Toledo International Stock (MTD) 0.1 $299k +39% 259.00 1154.44
Idex Corp Stock (IEX) 0.1 $298k NEW 1.4k 209.27
Truist Finl Corp Stock (TFC) 0.1 $297k 5.1k 58.32
Synopsys Stock (SNPS) 0.1 $296k +33% 1.2k 247.49
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $296k NEW 5.1k 58.04
Paycom Software Stock (PAYC) 0.1 $295k +30% 796.00 370.60
Biogen Stock (BIIB) 0.1 $295k -12% 1.1k 280.15
Svb Financial Group Stock (SIVB) 0.1 $294k NEW 596.00 493.29
Pool Corp Stock (POOL) 0.1 $294k +45% 851.00 345.48
Cooper Cos Stock (COO) 0.1 $292k NEW 761.00 383.71
Zimmer Biomet Holdings Stock (ZBH) 0.1 $287k NEW 1.8k 160.25
Resmed Stock (RMD) 0.1 $285k +50% 1.5k 193.75
Caterpillar Stock (CAT) 0.1 $285k -2% 1.2k 231.90
Sun Cmntys Reit (SUI) 0.1 $283k NEW 1.9k 150.21
Chubb Stock (CB) 0.1 $283k +23% 1.8k 157.84
Take-two Interactive Software Stock (TTWO) 0.1 $282k +45% 1.6k 176.58
Neurocrine Biosciences Stock (NBIX) 0.1 $282k NEW 2.9k 97.11
Lamb Weston Hldgs Stock (LW) 0.1 $282k NEW 3.6k 77.34
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $279k NEW 3.5k 80.40
Copart Stock (CPRT) 0.1 $279k +48% 2.6k 108.48
Corteva Stock (CTVA) 0.1 $267k -6% 5.7k 46.60
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $259k -7% 1.9k 132.89
Dow Stock (DOW) 0.1 $259k 4.0k 64.06
Ambev Sa Adr (ABEV) 0.1 $255k +64% 93k 2.74
Vanguard Value Index Fund Etf (VTV) 0.1 $253k +11% 1.9k 131.70
Tesla Stock (TSLA) 0.1 $252k -5% 378.00 666.67
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $249k 3.4k 73.78
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $249k -8% 1.2k 206.47
General Mls Stock (GIS) 0.1 $247k 4.0k 61.32
Allstate Corp Stock (ALL) 0.1 $242k 2.1k 115.02
Laboratory Corp Amer Hldgs Stock (LH) 0.1 $239k NEW 938.00 254.80
Moodys Corp Stock (MCO) 0.1 $234k 783.00 298.85
Mack Cali Rlty Corp Reit (CLI) 0.1 $232k 15k 15.47
Yandex N V Shs Class A Stock (YNDX) 0.1 $232k NEW 3.6k 64.04
Citigroup Stock (C) 0.1 $230k -75% 3.2k 72.78
Hershey Stock (HSY) 0.1 $229k 1.4k 158.26
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $224k 1.0k 221.78
Qualcomm Stock (QCOM) 0.1 $222k 1.7k 132.70
Ishares Select Dividend Etf Etf (DVY) 0.1 $220k NEW 1.9k 114.29
HP Stock (HPQ) 0.1 $218k NEW 6.9k 31.71
Fidelity Natl Information Svcs Stock (FIS) 0.1 $215k 1.5k 140.80
Vertex Pharmaceuticals Stock (VRTX) 0.1 $214k +4% 996.00 214.86
Ishares Msci Eafe Etf Etf (EFA) 0.1 $213k -36% 2.8k 75.80
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $210k NEW 2.7k 78.24
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.1 $207k -15% 1.5k 134.68
Dominion Energy Stock (D) 0.1 $205k 2.7k 75.93
Spdr Gold Shares Etf (GLD) 0.1 $203k 1.3k 159.97

Past Filings by YorkBridge Wealth Partners

SEC 13F filings are viewable for YorkBridge Wealth Partners going back to 2017

View all past filings