YorkBridge Wealth Partners

YorkBridge Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 215 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.4 $19M 144k 132.69
Microsoft Corp Stock (MSFT) 4.6 $14M 62k 222.42
Amazon Stock (AMZN) 4.0 $12M 3.7k 3256.83
Berkley W R Corp Stock (WRB) 3.3 $9.9M 150k 66.42
Facebook Inc Cl A Stock (META) 2.6 $7.9M 29k 273.18
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.5 $7.4M 4.2k 1751.84
Johnson & Johnson Stock (JNJ) 2.5 $7.4M 47k 157.39
Adobe Systems Incorporated Stock (ADBE) 2.2 $6.5M 13k 500.15
Visa Inc Com Cl A Stock (V) 2.0 $6.0M 28k 218.72
Mastercard Incorporated Cl A Stock (MA) 1.9 $5.5M 16k 356.92
Accenture Plc Ireland Shs Class A Stock (ACN) 1.8 $5.2M 20k 261.19
Paypal Hldgs Stock (PYPL) 1.7 $5.1M 22k 234.20
Abbott Labs Stock (ABT) 1.7 $5.1M 47k 109.49
Zoetis Inc Cl A Stock (ZTS) 1.6 $4.8M 29k 165.49
Unitedhealth Group Stock (UNH) 1.6 $4.8M 14k 350.71
Ishares S&p 500 Growth Etf Etf (IVW) 1.4 $4.2M 67k 63.83
Autodesk Stock (ADSK) 1.4 $4.2M 14k 305.32
Servicenow Stock (NOW) 1.3 $4.0M 7.2k 550.41
Jpmorgan Chase & Co Stock (JPM) 1.3 $3.9M 31k 127.08
Salesforce Stock (CRM) 1.3 $3.8M 17k 222.54
Spdr S&p 500 Etf Etf (SPY) 1.2 $3.6M 9.6k 373.91
Ishares Russell Mid-cap Etf Etf (IWR) 1.1 $3.4M 50k 68.54
Procter And Gamble Stock (PG) 1.1 $3.3M 24k 139.16
Starbucks Corp Stock (SBUX) 1.1 $3.2M 30k 106.97
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.1 $3.2M 47k 68.19
Home Depot Stock (HD) 1.1 $3.1M 12k 265.61
Pfizer Stock (PFE) 1.0 $3.1M 83k 36.81
Align Technology Stock (ALGN) 1.0 $3.0M 5.7k 534.36
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $3.0M 13k 231.87
Cowen Inc Cl A Stock 1.0 $3.0M 114k 25.99
Dollar Gen Corp Stock (DG) 0.9 $2.8M 14k 210.27
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $2.8M 1.6k 1752.48
Ishares Russell 1000 Growth Etf Etf (IWF) 0.9 $2.8M 12k 241.11
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.9 $2.7M 19k 141.15
Nike Inc Cl B Stock (NKE) 0.9 $2.6M 18k 141.50
Comcast Corp New Cl A Stock (CMCSA) 0.8 $2.3M 45k 52.40
Nextera Energy Stock (NEE) 0.8 $2.3M 30k 77.16
Disney Walt Stock (DIS) 0.8 $2.3M 13k 181.22
Verizon Communications Stock (VZ) 0.8 $2.3M 38k 58.76
Gartner Stock (IT) 0.7 $2.2M 14k 160.16
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $2.2M 25k 89.01
Regeneron Pharmaceuticals Stock (REGN) 0.7 $2.1M 4.3k 483.05
3M Stock (MMM) 0.7 $2.0M 12k 174.77
Msci Stock (MSCI) 0.6 $1.9M 4.3k 446.57
Netflix Stock (NFLX) 0.6 $1.9M 3.5k 540.84
Intuitive Surgical Stock (ISRG) 0.6 $1.9M 2.3k 817.95
Spdr S&p Dividend Etf Etf (SDY) 0.6 $1.8M 17k 105.95
Costco Whsl Corp Stock (COST) 0.6 $1.8M 4.8k 376.79
Illumina Stock (ILMN) 0.6 $1.8M 4.9k 370.01
Pepsico Stock (PEP) 0.6 $1.8M 12k 148.28
Travelers Companies Stock (TRV) 0.6 $1.8M 13k 140.35
Raytheon Technologies Corp Stock (RTX) 0.6 $1.7M 24k 71.52
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.6 $1.6M 62k 26.60
Texas Instrs Stock (TXN) 0.5 $1.6M 9.6k 164.08
Coca Cola Stock (KO) 0.5 $1.6M 29k 54.86
American Tower Corp Reit (AMT) 0.5 $1.4M 6.4k 224.47
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.5 $1.4M 29k 50.16
Amgen Stock (AMGN) 0.5 $1.4M 5.9k 229.90
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $1.3M 12k 109.04
Merck & Co Stock (MRK) 0.4 $1.3M 16k 81.80
Walmart Stock (WMT) 0.4 $1.3M 9.0k 144.13
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $1.2M 9.2k 128.04
Union Pac Corp Stock (UNP) 0.4 $1.1M 5.2k 208.26
Honeywell Intl Stock (HON) 0.3 $1.0M 4.9k 212.63
United Parcel Service Inc Cl B Stock (UPS) 0.3 $1.0M 5.9k 168.38
At&t Stock (T) 0.3 $1.0M 35k 28.77
Alibaba Group Hldg Adr (BABA) 0.3 $981k 4.2k 232.63
Intel Corp Stock (INTC) 0.3 $980k 20k 49.81
Bk Of America Corp Stock (BAC) 0.3 $979k 32k 30.32
Linde Stock 0.3 $948k 3.6k 263.48
Ppg Inds Stock (PPG) 0.3 $932k 6.5k 144.18
Automatic Data Processing Stock (ADP) 0.3 $873k 5.0k 176.11
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $858k 13k 64.14
Exxon Mobil Corp Stock (XOM) 0.3 $856k 21k 41.24
Waste Mgmt Inc Del Stock (WM) 0.3 $840k 7.1k 117.94
Bristol-myers Squibb Stock (BMY) 0.3 $839k 14k 62.00
Blackstone Group Inc Com Cl A Stock (BX) 0.3 $824k 13k 64.84
Citigroup Stock (C) 0.3 $796k 13k 61.69
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $795k 6.2k 128.43
Sap Se Adr (SAP) 0.3 $791k 6.1k 130.36
Vanguard Real Estate Etf Etf (VNQ) 0.3 $779k 9.2k 84.90
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $777k 13k 58.46
International Business Machs Stock (IBM) 0.3 $754k 6.0k 125.83
Progressive Corp Stock (PGR) 0.2 $729k 7.4k 98.93
Ishares Russell 1000 Etf Etf (IWB) 0.2 $714k 3.4k 211.81
Ecolab Stock (ECL) 0.2 $695k 3.2k 216.44
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $689k 6.7k 102.68
Nvidia Corporation Stock (NVDA) 0.2 $685k 1.3k 521.71
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $673k 15k 44.80
Broadcom Stock (AVGO) 0.2 $649k 1.5k 437.92
Blackrock Stock 0.2 $635k 880.00 721.59
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $620k 13k 47.19
American Express Stock (AXP) 0.2 $585k 4.8k 120.99
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.2 $577k 9.9k 58.36
Aon Plc Shs Cl A Stock (AON) 0.2 $567k 2.7k 211.09
TCG BDC Cef (CGBD) 0.2 $567k 55k 10.26
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $546k 11k 50.08
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $536k 5.9k 91.59
Cisco Sys Stock (CSCO) 0.2 $532k 12k 44.75
Abbvie Stock (ABBV) 0.2 $530k 4.9k 107.14
Oracle Corp Stock (ORCL) 0.2 $515k 8.0k 64.65
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $514k 3.8k 136.85
Fair Isaac Corp Stock (FICO) 0.2 $511k 1.0k 511.00
Markel Corp Stock (MKL) 0.2 $496k 480.00 1033.33
Wec Energy Group Stock (WEC) 0.2 $484k 5.3k 91.98
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $473k 3.6k 132.79
Vanguard S&p 500 Etf Etf (VOO) 0.2 $466k 1.4k 343.91
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $463k 3.5k 131.68
Pnc Finl Svcs Group Stock (PNC) 0.2 $463k 3.1k 149.02
Kimberly-clark Corp Stock (KMB) 0.2 $457k 3.4k 134.89
International Paper Stock (IP) 0.2 $456k 9.2k 49.74
Public Svc Enterprise Grp Stock (PEG) 0.1 $445k 7.6k 58.30
Apollo Global Mgmt Inc Com Cl A Stock 0.1 $442k 9.0k 49.02
Metlife Stock (MET) 0.1 $436k 9.3k 47.00
Enbridge Stock (ENB) 0.1 $435k 14k 31.98
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.1 $433k 11k 41.26
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $430k 1.2k 354.20
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $421k 3.7k 113.48
Becton Dickinson & Co Stock (BDX) 0.1 $419k 1.7k 250.45
Sysco Corp Stock (SYY) 0.1 $413k 5.6k 74.31
Ishares Tips Bond Etf Etf (TIP) 0.1 $405k 3.2k 127.56
Thermo Fisher Scientific Stock (TMO) 0.1 $404k 867.00 465.97
Unilever Adr (UL) 0.1 $402k 6.7k 60.34
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $400k 1.9k 211.86
Colgate Palmolive Stock (CL) 0.1 $400k 4.7k 85.62
Williams Sonoma Stock (WSM) 0.1 $398k 3.9k 101.87
Ishares Russell 2000 Etf Etf (IWM) 0.1 $396k 2.0k 196.14
Analog Devices Stock (ADI) 0.1 $385k 2.6k 147.79
Norfolk Southn Corp Stock (NSC) 0.1 $384k 1.6k 237.77
Rio Tinto Adr (RIO) 0.1 $375k 5.0k 75.18
Medtronic Stock (MDT) 0.1 $371k 3.2k 117.29
Akamai Technologies Stock (AKAM) 0.1 $366k 3.5k 104.90
Mcdonalds Corp Stock (MCD) 0.1 $365k 1.7k 214.58
Dupont De Nemours Stock (DD) 0.1 $365k 5.1k 71.04
Otis Worldwide Corp Stock (OTIS) 0.1 $354k 5.2k 67.63
Williams Cos Stock (WMB) 0.1 $351k 18k 20.08
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $348k 1.00 348000.00
Alcon Ag Ord Stock (ALC) 0.1 $346k 5.2k 65.93
Carrier Global Corporation Stock (CARR) 0.1 $338k 9.0k 37.67
Burlington Stores Stock (BURL) 0.1 $337k 1.3k 261.44
Ishares Msci Eafe Etf Etf (EFA) 0.1 $322k 4.4k 72.97
Canadian Natl Ry Stock (CNI) 0.1 $319k 2.9k 109.96
Vulcan Matls Stock (VMC) 0.1 $317k 2.1k 148.48
Edison Intl Stock (EIX) 0.1 $312k 5.0k 62.87
Hubbell Stock (HUBB) 0.1 $310k 2.0k 156.57
Wells Fargo Stock (WFC) 0.1 $308k 10k 30.23
Icici Bank Adr (IBN) 0.1 $304k 21k 14.84
Sensient Technologies Corp Stock (SXT) 0.1 $299k 4.1k 73.83
Schwab Charles Corp Stock (SCHW) 0.1 $298k 5.6k 52.97
Csx Corp Stock (CSX) 0.1 $294k 3.2k 90.77
Biogen Stock (BIIB) 0.1 $294k 1.2k 244.59
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $292k 32k 9.07
General Electric Stock 0.1 $290k 27k 10.79
Altria Group Stock (MO) 0.1 $287k 7.0k 40.94
Tesla Stock (TSLA) 0.1 $281k 398.00 706.03
American Intl Group Stock (AIG) 0.1 $277k 7.3k 37.90
Paycom Software Stock (PAYC) 0.1 $275k 608.00 452.30
Cintas Corp Stock (CTAS) 0.1 $275k 778.00 353.47
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $274k 2.1k 129.80
Diageo Adr (DEO) 0.1 $271k 1.7k 158.76
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $264k 43k 6.09
Chevron Corp Stock (CVX) 0.1 $263k 3.1k 84.46
Sempra Energy Stock (SRE) 0.1 $260k 2.0k 127.64
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $259k 2.7k 95.78
Etsy Stock (ETSY) 0.1 $258k 1.5k 177.93
Us Bancorp Del Stock (USB) 0.1 $258k 5.5k 46.66
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $256k 1.3k 194.97
Boeing Stock (BA) 0.1 $255k 1.2k 214.29
Charles Riv Labs Intl Stock (CRL) 0.1 $255k 1.0k 249.76
Qualcomm Stock (QCOM) 0.1 $250k 1.6k 152.25
Hdfc Bank Adr (HDB) 0.1 $249k 3.5k 72.13
Monolithic Pwr Sys Stock (MPWR) 0.1 $246k 673.00 365.53
Truist Finl Corp Stock (TFC) 0.1 $244k 5.1k 47.91
Philip Morris Intl Stock (PM) 0.1 $240k 2.9k 82.76
Ciena Corp Stock (CIEN) 0.1 $239k 4.5k 52.90
Corteva Stock (CTVA) 0.1 $238k 6.2k 38.66
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $238k 620.00 383.87
Tiffany & Co Stock 0.1 $237k 1.8k 131.67
Square Inc Cl A Stock (SQ) 0.1 $237k 1.1k 217.43
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $237k 3.4k 70.22
General Mls Stock (GIS) 0.1 $237k 4.0k 58.84
Allstate Corp Stock (ALL) 0.1 $236k 2.1k 109.97
Synopsys Stock (SNPS) 0.1 $232k 893.00 259.80
First Rep Bk San Francisco Cal Stock (FRCB) 0.1 $231k 1.6k 146.85
Caterpillar Stock (CAT) 0.1 $230k 1.3k 182.25
Take-two Interactive Software Stock (TTWO) 0.1 $229k 1.1k 208.18
Spdr Gold Shares Etf (GLD) 0.1 $229k 1.3k 178.21
Raymond James Finl Stock (RJF) 0.1 $229k 2.4k 95.78
Moodys Corp Stock (MCO) 0.1 $227k 783.00 289.91
Vertex Pharmaceuticals Stock (VRTX) 0.1 $226k 957.00 236.15
Dow Stock (DOW) 0.1 $224k 4.0k 55.40
Chubb Stock (CB) 0.1 $223k 1.5k 153.79
Hershey Stock (HSY) 0.1 $223k 1.5k 152.22
Skyworks Solutions Stock (SWKS) 0.1 $222k 1.5k 153.00
Copart Stock (CPRT) 0.1 $220k 1.7k 127.09
Pool Corp Stock (POOL) 0.1 $217k 583.00 372.21
Generac Hldgs Stock (GNRC) 0.1 $217k 955.00 227.23
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.1 $217k 1.8k 118.77
Fidelity Natl Information Svcs Stock (FIS) 0.1 $216k 1.5k 141.27
Keysight Technologies Stock (KEYS) 0.1 $215k 1.6k 132.15
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $215k 2.8k 75.92
Northrop Grumman Corp Stock (NOC) 0.1 $215k 705.00 304.96
Diodes Stock (DIOD) 0.1 $214k 3.0k 70.42
Fedex Corp Stock (FDX) 0.1 $214k 825.00 259.39
Mettler Toledo International Stock (MTD) 0.1 $212k 186.00 1139.78
Entegris Stock (ENTG) 0.1 $209k 2.2k 96.09
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $209k 1.0k 206.93
Fortinet Stock (FTNT) 0.1 $208k 1.4k 148.47
Resmed Stock (RMD) 0.1 $207k 976.00 212.09
Boston Properties Reit (BXP) 0.1 $206k 2.2k 94.45
Vanguard Value Index Fund Etf (VTV) 0.1 $205k 1.7k 119.12
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $205k 42k 4.94
Dominion Energy Stock (D) 0.1 $203k 2.7k 75.19
Mack Cali Rlty Corp Reit (VRE) 0.1 $187k 15k 12.47
Ambev Sa Adr (ABEV) 0.1 $173k 57k 3.06