YorkBridge Wealth Partners

YorkBridge Wealth Partners as of Sept. 30, 2020

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 178 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 5.2 $13M 59k 210.32
Apple Stock (AAPL) 4.9 $12M 101k 115.81
Berkley W R Corp Stock (WRB) 3.8 $9.2M 150k 61.15
Facebook Inc Cl A Stock (META) 3.0 $7.2M 28k 261.89
Johnson & Johnson Stock (JNJ) 2.9 $7.0M 47k 148.87
Adobe Systems Incorporated Stock (ADBE) 2.5 $6.0M 12k 490.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.5 $5.9M 4.0k 1469.55
Visa Inc Com Cl A Stock (V) 2.2 $5.3M 26k 199.95
Mastercard Incorporated Cl A Stock (MA) 2.1 $5.0M 15k 338.17
Abbott Labs Stock (ABT) 2.0 $4.8M 44k 108.83
Amazon Stock (AMZN) 2.0 $4.7M 1.5k 3148.54
Zoetis Inc Cl A Stock (ZTS) 1.9 $4.5M 28k 165.36
Accenture Plc Ireland Shs Class A Stock (ACN) 1.8 $4.4M 19k 226.00
Paypal Hldgs Stock (PYPL) 1.7 $4.1M 21k 197.01
Unitedhealth Group Stock (UNH) 1.7 $4.1M 13k 311.80
Salesforce Stock (CRM) 1.7 $4.0M 16k 251.32
Ishares S&p 500 Growth Etf Etf (IVW) 1.6 $3.8M 16k 231.06
Servicenow Stock (NOW) 1.4 $3.3M 6.8k 484.95
Home Depot Stock (HD) 1.4 $3.3M 12k 277.69
Procter And Gamble Stock (PG) 1.4 $3.2M 23k 138.99
Pfizer Stock (PFE) 1.3 $3.0M 83k 36.70
Autodesk Stock (ADSK) 1.3 $3.0M 13k 231.05
Ishares Russell Mid-cap Etf Etf (IWR) 1.2 $2.9M 50k 57.38
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.2 $2.8M 13k 212.97
Dollar Gen Corp Stock (DG) 1.1 $2.7M 13k 209.59
Ishares Russell 1000 Growth Etf Etf (IWF) 1.1 $2.6M 12k 216.86
Starbucks Corp Stock (SBUX) 1.0 $2.4M 29k 85.92
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.0 $2.4M 19k 128.68
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.0 $2.4M 43k 55.47
Regeneron Pharmaceuticals Stock (REGN) 1.0 $2.3M 4.1k 559.87
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $2.3M 1.5k 1465.58
Verizon Communications Stock (VZ) 0.9 $2.2M 37k 59.48
Nike Inc Cl B Stock (NKE) 0.9 $2.2M 18k 125.54
Jpmorgan Chase & Co Stock (JPM) 0.9 $2.1M 22k 96.29
Nextera Energy Stock (NEE) 0.9 $2.1M 7.5k 277.58
Comcast Corp New Cl A Stock (CMCSA) 0.9 $2.1M 45k 46.26
3M Stock (MMM) 0.8 $1.9M 12k 160.14
Spdr S&p 500 Etf Etf (SPY) 0.8 $1.8M 5.4k 334.81
Align Technology Stock (ALGN) 0.7 $1.8M 5.4k 327.32
Costco Whsl Corp Stock (COST) 0.7 $1.7M 4.7k 354.97
Pepsico Stock (PEP) 0.7 $1.7M 12k 138.59
Gartner Stock (IT) 0.7 $1.7M 13k 124.95
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $1.6M 24k 68.32
Spdr S&p Dividend Etf Etf (SDY) 0.7 $1.6M 17k 92.39
Disney Walt Co Com Disney Stock (DIS) 0.7 $1.6M 13k 124.10
Intuitive Surgical Stock (ISRG) 0.6 $1.5M 2.2k 709.39
Ishares Short Maturity Bond Etf Etf (NEAR) 0.6 $1.5M 31k 50.11
American Tower Corp Reit (AMT) 0.6 $1.5M 6.2k 241.77
Amgen Stock (AMGN) 0.6 $1.5M 5.9k 254.16
Msci Stock (MSCI) 0.6 $1.5M 4.1k 356.75
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.6 $1.5M 63k 23.38
Coca Cola Stock (KO) 0.6 $1.4M 29k 49.36
Texas Instrs Stock (TXN) 0.6 $1.4M 9.6k 142.78
Raytheon Technologies Corp Stock (RTX) 0.6 $1.3M 23k 57.54
Merck & Co Stock (MRK) 0.5 $1.3M 16k 82.98
Travelers Companies Stock (TRV) 0.5 $1.3M 12k 108.18
Walmart Stock (WMT) 0.5 $1.3M 9.0k 139.96
Intel Corp Stock (INTC) 0.5 $1.1M 21k 51.79
At&t Stock (T) 0.4 $1.0M 36k 28.51
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $1.0M 9.2k 112.44
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $975k 12k 81.09
Union Pac Corp Stock (UNP) 0.4 $974k 4.9k 196.93
United Parcel Service Inc Cl B Stock (UPS) 0.4 $972k 5.8k 166.58
Sap Se Adr (SAP) 0.4 $970k 6.2k 155.87
Bristol-myers Squibb Stock (BMY) 0.4 $914k 15k 60.29
Linde Stock 0.3 $827k 3.5k 238.19
Exxon Mobil Corp Stock (XOM) 0.3 $821k 24k 34.34
Waste Mgmt Inc Del Stock (WM) 0.3 $806k 7.1k 113.14
Honeywell Intl Stock (HON) 0.3 $803k 4.9k 164.65
Ppg Inds Stock (PPG) 0.3 $766k 6.3k 122.01
Automatic Data Processing Stock (ADP) 0.3 $766k 5.5k 139.50
Bk Of America Corp Stock (BAC) 0.3 $752k 31k 24.09
International Business Machs Stock (IBM) 0.3 $727k 6.0k 121.65
Vanguard Real Estate Etf Etf (VNQ) 0.3 $713k 9.0k 78.92
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $698k 12k 57.43
Progressive Corp Stock (PGR) 0.3 $698k 7.4k 94.63
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $683k 5.9k 115.18
Blackstone Group Inc Com Cl A Stock (BX) 0.3 $636k 12k 52.21
Nvidia Corporation Stock (NVDA) 0.3 $633k 1.2k 541.03
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $619k 11k 55.28
Citigroup Stock (C) 0.3 $612k 14k 43.13
Ecolab Stock (ECL) 0.3 $603k 3.0k 199.74
Alibaba Group Hldg Adr (BABA) 0.2 $577k 2.0k 293.94
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $562k 14k 39.82
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $555k 3.2k 172.84
Aon Plc Shs Cl A Stock (AON) 0.2 $554k 2.7k 206.25
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $550k 13k 43.25
Kimberly Clark Corp Stock (KMB) 0.2 $548k 3.7k 147.59
American Express Stock (AXP) 0.2 $544k 5.4k 100.18
Ishares Russell 1000 Etf Etf (IWB) 0.2 $534k 2.9k 187.04
Ishares Tips Bond Etf Etf (TIP) 0.2 $528k 4.2k 126.47
TCG BDC Cef (CGBD) 0.2 $505k 57k 8.91
Blackrock Stock 0.2 $499k 886.00 563.21
Wec Energy Group Stock (WEC) 0.2 $497k 5.1k 96.88
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $484k 12k 40.89
Cisco Sys Stock (CSCO) 0.2 $467k 12k 39.38
Markel Corp Stock (MKL) 0.2 $467k 480.00 972.92
International Paper Stock (IP) 0.2 $449k 11k 40.51
Abbvie Stock (ABBV) 0.2 $436k 5.0k 87.64
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $430k 3.6k 120.35
Vanguard Information Technology Index Fund Etf (VGT) 0.2 $425k 1.4k 311.58
Fair Isaac Corp Stock (FICO) 0.2 $425k 1.0k 425.00
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $422k 3.6k 118.17
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $422k 5.2k 80.89
Netflix Stock (NFLX) 0.2 $413k 826.00 500.00
Public Svc Enterprise Grp Stock (PEG) 0.2 $407k 7.4k 54.92
Enbridge Stock (ENB) 0.2 $405k 14k 29.20
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $391k 3.7k 105.39
Thermo Fisher Scientific Stock (TMO) 0.2 $389k 880.00 442.05
Otis Worldwide Corp Stock (OTIS) 0.2 $387k 6.2k 62.44
Mcdonalds Corp Stock (MCD) 0.2 $386k 1.8k 219.69
Broadcom Stock (AVGO) 0.2 $380k 1.0k 364.33
Oracle Corp Stock (ORCL) 0.2 $375k 6.3k 59.69
Vanguard S&p 500 Etf Etf (VOO) 0.2 $374k 1.2k 307.82
Williams Cos Stock (WMB) 0.2 $369k 19k 19.66
Becton Dickinson & Co Stock (BDX) 0.2 $362k 1.6k 232.95
Colgate Palmolive Stock (CL) 0.2 $360k 4.7k 77.05
Biogen Stock (BIIB) 0.2 $359k 1.3k 283.79
Apollo Global Mgmt Inc Com Cl A Stock 0.1 $355k 7.9k 44.74
Akamai Technologies Stock (AKAM) 0.1 $352k 3.2k 110.52
Unilever Adr (UL) 0.1 $349k 5.7k 61.64
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $349k 3.5k 99.26
Sysco Corp Stock (SYY) 0.1 $348k 5.6k 62.19
Norfolk Southn Corp Stock (NSC) 0.1 $347k 1.6k 214.20
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.1 $347k 11k 33.07
Williams Sonoma Stock (WSM) 0.1 $343k 3.8k 90.50
Medtronic Stock (MDT) 0.1 $338k 3.3k 103.81
Chubb Stock (CB) 0.1 $338k 2.9k 116.19
Metlife Stock (MET) 0.1 $336k 9.0k 37.22
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $327k 1.8k 180.07
Pnc Finl Svcs Group Stock (PNC) 0.1 $322k 2.9k 110.01
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $320k 1.00 320000.00
Canadian Natl Ry Stock (CNI) 0.1 $309k 2.9k 106.37
Kinder Morgan Inc Del Stock (KMI) 0.1 $307k 25k 12.31
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $307k 2.6k 116.64
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $305k 6.1k 50.41
Analog Devices Stock (ADI) 0.1 $304k 2.6k 116.70
Yandex N V Shs Class A Stock (NBIS) 0.1 $303k 4.6k 65.25
Rio Tinto Adr (RIO) 0.1 $302k 5.0k 60.38
Alcon Ag Ord Stock (ALC) 0.1 $299k 5.2k 56.98
Dupont De Nemours Stock (DD) 0.1 $289k 5.2k 55.44
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $285k 4.5k 63.67
Ishares Russell 2000 Etf Etf (IWM) 0.1 $283k 1.9k 149.89
Vulcan Matls Stock (VMC) 0.1 $278k 2.1k 135.41
Carrier Global Corporation Stock (CARR) 0.1 $278k 9.1k 30.49
Vertex Pharmaceuticals Stock (VRTX) 0.1 $273k 1.0k 272.18
Hubbell Stock (HUBB) 0.1 $271k 2.0k 136.87
Wells Fargo Stock (WFC) 0.1 $270k 12k 23.48
Edison Intl Stock (EIX) 0.1 $263k 5.2k 50.86
Chevron Corp Stock (CVX) 0.1 $258k 3.6k 72.05
Altria Group Stock (MO) 0.1 $258k 6.7k 38.58
Dominion Energy Stock (D) 0.1 $255k 3.2k 78.95
Burlington Stores Stock (BURL) 0.1 $255k 1.2k 206.31
Csx Corp Stock (CSX) 0.1 $252k 3.2k 77.80
General Mls Stock (GIS) 0.1 $251k 4.1k 61.76
Cintas Corp Stock (CTAS) 0.1 $247k 741.00 333.33
Bank New York Mellon Corp Stock (BK) 0.1 $236k 6.9k 34.40
Charles Riv Labs Intl Stock (CRL) 0.1 $235k 1.0k 226.83
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $235k 1.2k 193.73
Sensient Technologies Corp Stock (SXT) 0.1 $234k 4.1k 57.78
Moodys Corp Stock (MCO) 0.1 $232k 800.00 290.00
Diageo Adr (DEO) 0.1 $231k 1.7k 137.75
Spdr Gold Shares Etf (GLD) 0.1 $224k 1.3k 177.22
Us Bancorp Del Stock (USB) 0.1 $222k 6.2k 35.77
Fidelity Natl Information Svcs Stock (FIS) 0.1 $210k 1.4k 147.16
Hershey Stock (HSY) 0.1 $210k 1.5k 143.34
Tiffany & Co Stock 0.1 $209k 1.8k 116.11
Schwab Charles Corp Stock (SCHW) 0.1 $205k 5.7k 36.22
Fedex Corp Stock (FDX) 0.1 $204k 813.00 250.92
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $204k 51k 3.99
Icici Bank Adr (IBN) 0.1 $203k 21k 9.85
American Intl Group Stock (AIG) 0.1 $202k 7.4k 27.48
Generac Hldgs Stock (GNRC) 0.1 $202k 1.0k 193.30
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $200k 32k 6.21
Mack Cali Rlty Corp Reit (VRE) 0.1 $189k 15k 12.60
General Electric Stock 0.1 $184k 30k 6.23
Ambev Sa Adr (ABEV) 0.1 $159k 70k 2.27
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $156k 57k 2.75