YorkBridge Wealth Partners

YorkBridge Wealth Partners as of June 30, 2020

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 171 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.0 $13M 36k 364.81
Microsoft Corp Stock (MSFT) 5.8 $13M 63k 203.51
Amazon Stock (AMZN) 4.6 $10M 3.6k 2758.90
Berkley W R Corp Stock (WRB) 3.8 $8.4M 146k 57.29
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.8 $6.1M 4.3k 1413.63
Facebook Inc Cl A Stock (META) 2.6 $5.6M 25k 227.09
Adobe Stock (ADBE) 2.2 $4.8M 11k 435.30
Visa Inc Com Cl A Stock (V) 2.1 $4.6M 24k 193.18
Johnson & Johnson Stock (JNJ) 2.0 $4.3M 31k 140.63
Mastercard Incorporated Cl A Stock (MA) 1.8 $4.0M 14k 295.67
Accenture Plc Ireland Shs Class A Stock (ACN) 1.7 $3.8M 18k 214.70
Paypal Hldgs Stock (PYPL) 1.7 $3.8M 22k 174.22
Abbott Labs Stock (ABT) 1.6 $3.5M 39k 91.44
Ishares S&p 500 Growth Etf Etf (IVW) 1.5 $3.4M 16k 207.48
Zoetis Inc Cl A Stock (ZTS) 1.5 $3.3M 24k 137.03
Home Depot Stock (HD) 1.4 $3.0M 12k 250.48
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.4 $3.0M 2.1k 1417.82
Automatic Data Processing Stock (ADP) 1.2 $2.7M 18k 148.91
Ishares Russell Mid-cap Etf Etf (IWR) 1.2 $2.7M 50k 53.60
Autodesk Stock (ADSK) 1.2 $2.6M 11k 239.20
Salesforce Stock (CRM) 1.2 $2.6M 14k 187.34
Procter And Gamble Stock (PG) 1.2 $2.6M 22k 119.58
Servicenow Stock (NOW) 1.2 $2.6M 6.4k 405.11
Pfizer Stock (PFE) 1.2 $2.6M 79k 32.70
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $2.4M 13k 178.54
Ishares Russell 1000 Growth Etf Etf (IWF) 1.1 $2.3M 12k 191.95
Regeneron Pharmaceuticals Stock (REGN) 1.0 $2.3M 3.7k 623.54
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.0 $2.3M 19k 117.17
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.0 $2.2M 42k 52.61
Dollar Gen Corp Stock (DG) 1.0 $2.2M 11k 190.54
Unitedhealth Group Stock (UNH) 0.9 $2.0M 6.9k 294.92
3M Stock (MMM) 0.9 $1.9M 12k 155.99
Verizon Communications Stock (VZ) 0.8 $1.8M 33k 55.13
Starbucks Corp Stock (SBUX) 0.8 $1.8M 24k 73.57
Comcast Corp New Cl A Stock (CMCSA) 0.8 $1.7M 45k 38.98
Netflix Stock (NFLX) 0.8 $1.7M 3.8k 454.98
Align Technology Stock (ALGN) 0.8 $1.7M 6.1k 274.47
Nike Inc Cl B Stock (NKE) 0.8 $1.6M 17k 98.02
Ishares Short Maturity Bond Etf Etf (NEAR) 0.7 $1.6M 32k 50.02
Pepsico Stock (PEP) 0.7 $1.6M 12k 132.26
American Tower Corp Reit (AMT) 0.7 $1.6M 6.1k 258.52
Spdr S&p Dividend Etf Etf (SDY) 0.7 $1.6M 17k 91.18
Msci Stock (MSCI) 0.7 $1.6M 4.7k 333.76
Spdr S&p 500 Etf Etf (SPY) 0.7 $1.5M 5.0k 308.34
Amgen Stock (AMGN) 0.7 $1.5M 6.5k 235.92
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $1.5M 22k 65.35
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.6 $1.4M 63k 22.51
Disney Walt Co Com Disney Stock (DIS) 0.6 $1.4M 13k 111.51
Jpmorgan Chase & Co Stock (JPM) 0.6 $1.4M 15k 94.04
Gartner Stock (IT) 0.6 $1.4M 11k 121.29
Raytheon Technologies Corp Stock (RTX) 0.6 $1.4M 22k 61.63
Nextera Energy Stock (NEE) 0.6 $1.3M 5.5k 240.11
Travelers Companies Stock (TRV) 0.6 $1.3M 11k 114.09
Intel Corp Stock (INTC) 0.6 $1.3M 21k 59.85
Coca Cola Stock (KO) 0.6 $1.3M 28k 44.66
Texas Instrs Stock (TXN) 0.6 $1.2M 9.6k 127.01
Merck & Co Stock (MRK) 0.5 $1.2M 15k 77.32
Exxon Mobil Corp Stock (XOM) 0.5 $1.1M 25k 44.71
At&t Stock (T) 0.5 $1.0M 35k 30.24
Ishares S&p 500 Value Etf Etf (IVE) 0.5 $992k 9.2k 108.19
Bristol-myers Squibb Stock (BMY) 0.4 $893k 15k 58.81
Alibaba Group Hldg Adr (BABA) 0.4 $871k 4.0k 215.81
Sap Se Adr (SAP) 0.4 $848k 6.1k 140.05
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $846k 15k 56.79
Union Pac Corp Stock (UNP) 0.4 $846k 5.0k 169.06
Waste Mgmt Inc Del Stock (WM) 0.3 $742k 7.0k 105.86
Citigroup Stock (C) 0.3 $739k 15k 51.12
Bk Of America Corp Stock (BAC) 0.3 $734k 31k 23.76
International Business Machs Stock (IBM) 0.3 $723k 6.0k 120.78
Linde Stock 0.3 $722k 3.4k 212.04
Walmart Stock (WMT) 0.3 $715k 6.0k 119.83
Honeywell Intl Stock (HON) 0.3 $705k 4.9k 144.56
United Parcel Service Inc Cl B Stock (UPS) 0.3 $704k 6.3k 111.16
Vanguard Real Estate Etf Etf (VNQ) 0.3 $684k 8.7k 78.53
Vanguard S&p 500 Etf Etf (VOO) 0.3 $669k 2.4k 283.59
Blackstone Group Inc Com Cl A Stock (BX) 0.3 $658k 12k 56.69
Ppg Inds Stock (PPG) 0.3 $650k 6.1k 106.02
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $621k 12k 51.15
Progressive Corp Ohio Stock (PGR) 0.3 $598k 7.5k 80.10
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $592k 5.8k 101.51
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $583k 11k 51.71
Ecolab Stock (ECL) 0.3 $570k 2.9k 198.81
Cisco Sys Stock (CSCO) 0.3 $567k 12k 46.62
American Express Stock (AXP) 0.3 $550k 5.8k 95.12
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $531k 14k 37.58
Kimberly Clark Corp Stock (KMB) 0.2 $525k 3.7k 141.40
Aon Plc Shs Cl A Stock (AON) 0.2 $517k 2.7k 192.48
Ishares Tips Bond Etf Etf (TIP) 0.2 $514k 4.2k 123.11
Abbvie Stock (ABBV) 0.2 $488k 5.0k 98.09
Blackrock Stock (BLK) 0.2 $487k 895.00 544.13
Ishares Russell 1000 Etf Etf (IWB) 0.2 $485k 2.8k 171.68
TCG BDC Cef (CGBD) 0.2 $485k 57k 8.56
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $453k 2.9k 157.95
Wec Energy Group Stock (WEC) 0.2 $446k 5.1k 87.59
Markel Corp Stock (MKL) 0.2 $443k 480.00 922.92
Chevron Corp Stock (CVX) 0.2 $437k 5.6k 78.43
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $430k 3.8k 112.54
Fair Isaac Corp Stock (FICO) 0.2 $418k 1.0k 418.00
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $411k 11k 38.78
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $408k 5.2k 78.78
Enbridge Stock (ENB) 0.2 $407k 13k 30.43
Wells Fargo Stock (WFC) 0.2 $406k 16k 25.57
Vanguard Information Technology Index Fund Etf (VGT) 0.2 $406k 1.5k 279.04
Nvidia Corporation Stock (NVDA) 0.2 $388k 1.0k 380.39
Costco Whsl Corp Stock (COST) 0.2 $383k 1.3k 303.01
Chubb Stock (CB) 0.2 $381k 3.0k 126.62
Intl Paper Stock (IP) 0.2 $377k 11k 35.17
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $374k 3.5k 107.32
Williams Cos Stock (WMB) 0.2 $374k 20k 19.04
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $371k 3.7k 100.00
Apollo Global Mgmt Inc Com Cl A Stock 0.2 $360k 7.2k 49.92
Otis Worldwide Corp Stock (OTIS) 0.2 $352k 6.2k 56.81
Becton Dickinson & Co Stock (BDX) 0.2 $351k 1.5k 239.26
Public Svc Enterprise Grp Stock (PEG) 0.2 $346k 7.0k 49.18
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.2 $345k 11k 32.88
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $343k 3.5k 97.55
Colgate Palmolive Stock (CL) 0.2 $342k 4.7k 73.20
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $337k 8.5k 39.66
Biogen Stock (BIIB) 0.2 $336k 1.3k 267.94
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.2 $334k 2.0k 164.86
Metlife Stock (MET) 0.2 $333k 9.1k 36.51
Ishares Edge Msci Min Vol Usa Etf Etf (USMV) 0.2 $331k 5.5k 60.60
Akamai Technologies Stock (AKAM) 0.1 $327k 3.1k 106.93
Mcdonalds Corp Stock (MCD) 0.1 $324k 1.8k 184.41
Analog Devices Stock (ADI) 0.1 $320k 2.6k 122.46
Thermo Fisher Scientific Stock (TMO) 0.1 $318k 877.00 362.60
Kinder Morgan Inc Del Stock (KMI) 0.1 $315k 21k 15.18
Pnc Finl Svcs Group Stock (PNC) 0.1 $312k 3.0k 105.19
General Electric Stock 0.1 $309k 45k 6.82
Medtronic Stock (MDT) 0.1 $308k 3.4k 91.78
Sysco Corp Stock (SYY) 0.1 $306k 5.6k 54.68
Unilever Adr (UL) 0.1 $301k 5.5k 54.97
Alcon Ag Ord Stock (ALC) 0.1 $292k 5.1k 57.25
Norfolk Southern Corp Stock (NSC) 0.1 $290k 1.7k 175.44
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $288k 6.1k 47.59
Vertex Pharmaceuticals Stock (VRTX) 0.1 $287k 987.00 290.78
Oracle Corp Stock (ORCL) 0.1 $287k 5.2k 55.28
Broadcom Stock (AVGO) 0.1 $280k 887.00 315.67
Edison Intl Stock (EIX) 0.1 $277k 5.1k 54.32
Dupont De Nemours Stock (DD) 0.1 $276k 5.2k 53.16
Ishares Russell 2000 Etf Etf (IWM) 0.1 $273k 1.9k 143.08
Rio Tinto Adr (RIO) 0.1 $269k 4.8k 56.11
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $267k 1.00 267000.00
Bank New York Mellon Corp Stock (BK) 0.1 $265k 6.9k 38.63
Carrier Global Corporation Stock (CARR) 0.1 $259k 12k 22.23
General Mls Stock (GIS) 0.1 $257k 4.2k 61.72
American Intl Group Stock (AIG) 0.1 $256k 8.2k 31.16
Canadian Natl Ry Stock (CNI) 0.1 $252k 2.8k 88.45
Altria Group Stock (MO) 0.1 $249k 6.3k 39.29
Hubbell Stock (HUBB) 0.1 $248k 2.0k 125.25
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $240k 51k 4.70
Us Bancorp Del Stock (USB) 0.1 $236k 6.4k 36.85
Vulcan Matls Stock (VMC) 0.1 $235k 2.0k 115.93
Mack Cali Rlty Corp Reit (VRE) 0.1 $229k 15k 15.27
Burlington Stores Stock (BURL) 0.1 $229k 1.2k 196.74
Csx Corp Stock (CSX) 0.1 $226k 3.2k 69.77
Yandex N V Shs Class A Stock (YNDX) 0.1 $225k 4.5k 50.11
Cintas Corp Stock (CTAS) 0.1 $221k 830.00 266.27
Diageo P L C Adr (DEO) 0.1 $221k 1.6k 134.10
Moodys Corp Stock (MCO) 0.1 $220k 800.00 275.00
Tiffany & Co Stock 0.1 $219k 1.8k 121.67
Boeing Stock (BA) 0.1 $218k 1.2k 183.19
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $217k 3.5k 61.96
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $217k 32k 6.74
Sensient Technologies Corp Stock (SXT) 0.1 $211k 4.1k 52.10
Spdr Gold Shares Etf (GLD) 0.1 $211k 1.3k 167.33
Sanofi Adr (SNY) 0.1 $209k 4.1k 51.14
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $206k 1.1k 179.29
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $190k 56k 3.40
Icici Bank Adr (IBN) 0.1 $186k 20k 9.31
Ambev Sa Adr (ABEV) 0.1 $182k 69k 2.64