YorkBridge Wealth Partners

YorkBridge Wealth Partners as of June 30, 2021

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 246 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.4 $21M 152k 136.96
Microsoft Corp Stock (MSFT) 4.5 $17M 64k 270.90
Amazon Stock (AMZN) 4.1 $16M 4.6k 3440.15
Facebook Inc Cl A Stock (META) 3.3 $13M 37k 347.70
Berkley W R Corp Stock (WRB) 2.9 $11M 150k 74.43
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.6 $10M 4.0k 2506.35
Johnson & Johnson Stock (JNJ) 2.1 $8.0M 48k 164.75
Abbott Labs Stock (ABT) 2.1 $7.9M 68k 115.93
Adobe Systems Incorporated Stock (ADBE) 2.0 $7.7M 13k 585.65
Mastercard Incorporated Cl A Stock (MA) 1.8 $6.8M 19k 365.11
Visa Inc Com Cl A Stock (V) 1.8 $6.7M 29k 233.80
Paypal Hldgs Stock (PYPL) 1.7 $6.6M 23k 291.48
Accenture Plc Ireland Shs Class A Stock (ACN) 1.6 $6.0M 21k 294.80
Unitedhealth Group Stock (UNH) 1.5 $5.8M 15k 400.44
Zoetis Inc Cl A Stock (ZTS) 1.5 $5.6M 30k 186.37
Jpmorgan Chase & Co Stock (JPM) 1.4 $5.5M 35k 155.54
Salesforce Stock (CRM) 1.4 $5.3M 22k 244.28
Cowen Inc Cl A Stock 1.4 $5.3M 129k 41.05
Ishares S&p 500 Growth Etf Etf (IVW) 1.2 $4.8M 66k 72.73
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $4.7M 1.9k 2441.74
Spdr S&p 500 Etf Etf (SPY) 1.2 $4.4M 10k 428.03
Home Depot Stock (HD) 1.1 $4.3M 13k 318.92
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $4.1M 15k 277.91
Servicenow Stock (NOW) 1.1 $4.1M 7.4k 549.61
Ishares Russell Mid-cap Etf Etf (IWR) 1.0 $3.9M 49k 79.23
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.0 $3.8M 49k 78.26
Autodesk Stock (ADSK) 0.9 $3.6M 12k 291.86
Exxon Mobil Corp Stock (XOM) 0.9 $3.5M 56k 63.08
Procter And Gamble Stock (PG) 0.9 $3.5M 26k 134.92
Starbucks Corp Stock (SBUX) 0.9 $3.5M 31k 111.81
Pfizer Stock (PFE) 0.9 $3.4M 87k 39.16
Netflix Stock (NFLX) 0.8 $3.2M 6.1k 528.22
Philip Morris Intl Stock (PM) 0.8 $3.1M 31k 99.11
Ishares Russell 1000 Growth Etf Etf (IWF) 0.8 $3.1M 11k 271.45
Nike Inc Cl B Stock (NKE) 0.8 $2.9M 19k 154.48
Mondelez Intl Inc Cl A Stock (MDLZ) 0.8 $2.9M 47k 62.44
Disney Walt Stock (DIS) 0.7 $2.9M 16k 175.77
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $2.8M 27k 104.18
Pepsico Stock (PEP) 0.7 $2.7M 19k 148.19
Gartner Stock (IT) 0.7 $2.7M 11k 242.24
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.7 $2.7M 17k 154.80
Illumina Stock (ILMN) 0.7 $2.7M 5.6k 473.16
Comcast Corp New Cl A Stock (CMCSA) 0.7 $2.6M 46k 57.03
Align Technology Stock (ALGN) 0.7 $2.5M 4.1k 610.92
Nextera Energy Stock (NEE) 0.6 $2.4M 33k 73.27
Intuitive Surgical Stock (ISRG) 0.6 $2.4M 2.6k 919.49
Verizon Communications Stock (VZ) 0.6 $2.4M 42k 56.03
Raytheon Technologies Corp Stock (RTX) 0.6 $2.3M 27k 85.32
Merck & Co Stock (MRK) 0.6 $2.2M 29k 77.77
Spdr S&p Dividend Etf Etf (SDY) 0.6 $2.2M 18k 122.30
Travelers Companies Stock (TRV) 0.6 $2.2M 14k 149.74
3M Stock (MMM) 0.5 $2.1M 10k 198.66
American Tower Corp Reit (AMT) 0.5 $2.0M 7.5k 270.17
Altria Group Stock (MO) 0.5 $1.9M 41k 47.67
Msci Stock (MSCI) 0.5 $1.9M 3.6k 532.98
Texas Instrs Stock (TXN) 0.5 $1.9M 9.9k 192.31
Costco Whsl Corp Stock (COST) 0.5 $1.9M 4.8k 395.59
Abbvie Stock (ABBV) 0.5 $1.9M 16k 112.66
Coca Cola Stock (KO) 0.5 $1.8M 33k 54.10
Bk Of America Corp Stock (BAC) 0.4 $1.7M 41k 41.23
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.4 $1.7M 61k 27.39
Amgen Stock (AMGN) 0.4 $1.6M 6.7k 243.81
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $1.5M 13k 120.17
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.5M 7.0k 207.98
Bristol-myers Squibb Stock (BMY) 0.4 $1.4M 21k 66.83
Ppg Inds Stock (PPG) 0.4 $1.4M 8.0k 169.71
Ishares S&p 500 Value Etf Etf (IVE) 0.4 $1.4M 9.2k 147.67
Linde Stock 0.3 $1.3M 4.6k 289.04
Union Pac Corp Stock (UNP) 0.3 $1.3M 5.9k 219.88
Public Svc Enterprise Grp Stock (PEG) 0.3 $1.2M 21k 59.74
Waste Mgmt Inc Del Stock (WM) 0.3 $1.2M 8.8k 140.08
Honeywell Intl Stock (HON) 0.3 $1.2M 5.5k 219.35
Blackstone Group Stock (BX) 0.3 $1.2M 12k 97.12
Walmart Stock (WMT) 0.3 $1.1M 7.8k 141.03
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.1M 14k 75.58
Vanguard Real Estate Etf Etf (VNQ) 0.3 $1.0M 10k 101.78
Cisco Sys Stock (CSCO) 0.3 $1.0M 19k 52.98
Intel Corp Stock (INTC) 0.2 $952k 17k 56.15
Citigroup Stock (C) 0.2 $940k 13k 70.73
At&t Stock (T) 0.2 $928k 32k 28.79
Sap Se Adr (SAP) 0.2 $918k 6.5k 140.39
Broadcom Stock (AVGO) 0.2 $913k 1.9k 476.76
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $912k 6.3k 145.92
Automatic Data Processing Stock (ADP) 0.2 $878k 4.4k 198.69
Enbridge Stock (ENB) 0.2 $870k 22k 40.05
International Business Machs Stock (IBM) 0.2 $863k 5.9k 146.62
Ecolab Stock (ECL) 0.2 $856k 4.2k 206.07
Oracle Corp Stock (ORCL) 0.2 $837k 11k 77.81
Ishares Russell 1000 Etf Etf (IWB) 0.2 $816k 3.4k 242.06
Apollo Global Mgmt Inc Com Cl A Stock 0.2 $798k 13k 62.21
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $783k 15k 51.52
Pnc Finl Svcs Group Stock (PNC) 0.2 $775k 4.1k 190.65
American Express Stock (AXP) 0.2 $770k 4.7k 165.31
Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $749k 1.9k 386.88
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $743k 15k 50.18
Blackrock Stock 0.2 $735k 840.00 875.00
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $726k 6.4k 113.24
Williams Cos Stock (WMB) 0.2 $722k 27k 26.55
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $707k 4.3k 165.85
Bhp Group Adr (BHP) 0.2 $707k 9.7k 72.80
Alibaba Group Hldg Adr (BABA) 0.2 $704k 3.1k 226.66
Progressive Corp Stock (PGR) 0.2 $699k 7.1k 98.15
Metlife Stock (MET) 0.2 $697k 12k 59.87
Yum Brands Stock (YUM) 0.2 $678k 5.9k 115.07
Fortune Brands Home & Sec Stock (FBIN) 0.2 $673k 6.8k 99.56
International Paper Stock (IP) 0.2 $645k 11k 61.32
Nvidia Corporation Stock (NVDA) 0.2 $621k 776.00 800.26
Becton Dickinson & Co Stock (BDX) 0.2 $618k 2.5k 243.02
Aon Plc Shs Cl A Stock (AON) 0.2 $603k 2.5k 238.72
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $597k 5.1k 116.13
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $596k 3.8k 158.68
Vanguard S&p 500 Etf Etf (VOO) 0.2 $589k 1.5k 393.45
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $586k 12k 50.36
American Intl Group Stock (AIG) 0.2 $578k 12k 47.60
Markel Corp Stock (MKL) 0.1 $570k 480.00 1187.50
Vulcan Matls Stock (VMC) 0.1 $569k 3.3k 174.17
Akamai Technologies Stock (AKAM) 0.1 $550k 4.7k 116.60
Rio Tinto Adr (RIO) 0.1 $548k 6.5k 83.95
Sempra Stock (SRE) 0.1 $547k 4.1k 132.41
Wells Fargo Stock (WFC) 0.1 $528k 12k 45.29
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $525k 9.7k 54.26
Us Bancorp Del Stock (USB) 0.1 $521k 9.2k 56.92
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.1 $509k 10k 50.93
Fair Isaac Corp Stock (FICO) 0.1 $503k 1.0k 503.00
Unilever Adr (UL) 0.1 $497k 8.5k 58.47
Otis Worldwide Corp Stock (OTIS) 0.1 $491k 6.0k 81.82
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $490k 4.7k 104.70
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $490k 1.2k 398.70
Edison Intl Stock (EIX) 0.1 $488k 8.4k 57.80
Northrop Grumman Corp Stock (NOC) 0.1 $485k 1.3k 363.57
Pioneer Nat Res Stock 0.1 $463k 2.8k 162.57
TCG BDC Cef (CGBD) 0.1 $461k 35k 13.21
Charles Riv Labs Intl Stock (CRL) 0.1 $461k 1.2k 370.28
Alcon Ag Ord Stock (ALC) 0.1 $460k 6.5k 70.31
Ishares Russell 2000 Etf Etf (IWM) 0.1 $459k 2.0k 229.61
Kimberly-clark Corp Stock (KMB) 0.1 $458k 3.4k 133.76
Etsy Stock (ETSY) 0.1 $453k 2.2k 205.91
Kraft Heinz Stock (KHC) 0.1 $441k 11k 40.77
Icici Bank Adr (IBN) 0.1 $439k 26k 17.11
Wec Energy Group Stock (WEC) 0.1 $434k 4.9k 88.95
Sysco Corp Stock (SYY) 0.1 $432k 5.6k 77.73
Norfolk Southn Corp Stock (NSC) 0.1 $430k 1.6k 265.43
Church & Dwight Stock (CHD) 0.1 $426k 5.0k 85.18
Thermo Fisher Scientific Stock (TMO) 0.1 $426k 845.00 504.14
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $423k 3.4k 125.89
Analog Devices Stock (ADI) 0.1 $414k 2.4k 172.14
Carrier Global Corporation Stock (CARR) 0.1 $412k 8.5k 48.62
Generac Hldgs Stock (GNRC) 0.1 $408k 982.00 415.48
Ishares Tips Bond Etf Etf (TIP) 0.1 $406k 3.2k 127.87
Nxp Semiconductors N V Stock (NXPI) 0.1 $402k 2.0k 205.52
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $401k 67k 6.01
Cintas Corp Stock (CTAS) 0.1 $400k 1.0k 382.04
Schwab Charles Corp Stock (SCHW) 0.1 $396k 5.4k 72.87
Colgate Palmolive Stock (CL) 0.1 $394k 4.8k 81.37
Mcdonalds Corp Stock (MCD) 0.1 $393k 1.7k 231.04
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $392k 4.6k 84.52
West Pharmaceutical Svsc Stock (WST) 0.1 $392k 1.1k 359.30
Ciena Corp Stock (CIEN) 0.1 $379k 6.7k 56.91
General Electric Stock 0.1 $376k 28k 13.45
Qualys Stock (QLYS) 0.1 $376k 3.7k 100.80
Pool Corp Stock (POOL) 0.1 $375k 817.00 459.00
Resmed Stock (RMD) 0.1 $372k 1.5k 246.19
Dupont De Nemours Stock (DD) 0.1 $370k 4.8k 77.47
Hubbell Stock (HUBB) 0.1 $370k 2.0k 186.87
Medtronic Stock (MDT) 0.1 $370k 3.0k 124.04
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $369k 1.6k 236.54
Raymond James Finl Stock (RJF) 0.1 $369k 2.8k 129.75
Keysight Technologies Stock (KEYS) 0.1 $368k 2.4k 154.36
Fortinet Stock (FTNT) 0.1 $368k 1.5k 238.50
First Rep Bk San Francisco Cal Stock (FRCB) 0.1 $367k 2.0k 187.24
Biogen Stock (BIIB) 0.1 $363k 1.0k 346.37
Chevron Corp Stock (CVX) 0.1 $363k 3.5k 104.79
Skyworks Solutions Stock (SWKS) 0.1 $360k 1.9k 191.59
Mettler Toledo International Stock (MTD) 0.1 $360k 260.00 1384.62
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $359k 4.1k 88.31
Boston Properties Reit (BXP) 0.1 $359k 3.1k 114.73
Steris Plc Shs Usd Stock (STE) 0.1 $358k 1.7k 206.46
Entegris Stock (ENTG) 0.1 $356k 2.9k 122.97
Huntington Ingalls Inds Stock (HII) 0.1 $352k 1.7k 210.90
Sensient Technologies Corp Stock (SXT) 0.1 $351k 4.1k 86.67
Horizon Therapeutics Pub L Stock 0.1 $348k 3.7k 93.67
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $348k 657.00 529.68
Copart Stock (CPRT) 0.1 $343k 2.6k 131.77
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $337k 32k 10.46
Canadian Natl Ry Stock (CNI) 0.1 $336k 3.2k 105.40
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $336k 54k 6.21
Burlington Stores Stock (BURL) 0.1 $335k 1.0k 322.43
Monolithic Pwr Sys Stock (MPWR) 0.1 $335k 898.00 373.05
Svb Financial Group Stock (SIVBQ) 0.1 $332k 596.00 557.05
Sun Cmntys Reit (SUI) 0.1 $328k 1.9k 171.55
Ambev Sa Adr (ABEV) 0.1 $321k 93k 3.44
Diageo Adr (DEO) 0.1 $321k 1.7k 191.99
Idex Corp Stock (IEX) 0.1 $318k 1.4k 220.22
Hdfc Bank Adr (HDB) 0.1 $317k 4.3k 73.23
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.1 $317k 3.0k 105.77
Royal Dutch Shell Plc Spon Adr B Adr 0.1 $317k 8.2k 38.82
Csx Corp Stock (CSX) 0.1 $312k 9.7k 32.11
Teledyne Technologies Stock (TDY) 0.1 $312k 746.00 418.23
Paycom Software Stock (PAYC) 0.1 $310k 853.00 363.42
Boeing Stock (BA) 0.1 $310k 1.3k 239.20
Diodes Stock (DIOD) 0.1 $310k 3.9k 79.73
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $309k 5.1k 60.59
Cooper Cos Stock 0.1 $306k 772.00 396.37
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $305k 3.6k 85.27
Masco Corp Stock (MAS) 0.1 $304k 5.2k 58.97
Chubb Stock (CB) 0.1 $301k 1.9k 159.01
Brooks Automation Stock (AZTA) 0.1 $300k 3.2k 95.15
Neurocrine Biosciences Stock (NBIX) 0.1 $297k 3.1k 97.31
Asbury Automotive Group Stock (ABG) 0.1 $294k 1.7k 171.23
Williams Sonoma Stock (WSM) 0.1 $294k 1.8k 159.61
Take-two Interactive Software Stock (TTWO) 0.1 $288k 1.6k 177.12
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $288k 1.9k 147.77
Zimmer Biomet Holdings Stock (ZBH) 0.1 $288k 1.8k 160.80
Vanguard Value Index Fund Etf (VTV) 0.1 $287k 2.1k 137.25
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $287k 1.3k 223.00
Moodys Corp Stock (MCO) 0.1 $284k 783.00 362.71
Truist Finl Corp Stock (TFC) 0.1 $283k 5.1k 55.57
General Mls Stock (GIS) 0.1 $276k 4.5k 60.95
Tesla Stock (TSLA) 0.1 $271k 398.00 680.90
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $270k 3.4k 80.00
Caterpillar Stock (CAT) 0.1 $267k 1.2k 217.25
Allstate Corp Stock (ALL) 0.1 $265k 2.0k 130.54
Laboratory Corp Amer Hldgs Stock 0.1 $259k 938.00 276.12
Yandex N V Shs Class A Stock (NBIS) 0.1 $257k 3.6k 70.82
Revolve Group Inc Cl A Stock (RVLV) 0.1 $257k 3.7k 68.79
Mack Cali Rlty Corp Reit (VRE) 0.1 $257k 15k 17.13
Dow Stock (DOW) 0.1 $256k 4.0k 63.32
Southwestern Energy Stock 0.1 $256k 45k 5.67
P T Telekomunikasi Indonesia Adr (TLK) 0.1 $253k 12k 21.68
Hershey Stock (HSY) 0.1 $252k 1.4k 174.15
Square Inc Cl A Stock (XYZ) 0.1 $248k 1.0k 243.61
Corteva Stock (CTVA) 0.1 $246k 5.5k 44.36
Fidelity Natl Information Svcs Stock (FIS) 0.1 $241k 1.7k 141.60
Qualcomm Stock (QCOM) 0.1 $239k 1.7k 142.86
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $236k 995.00 237.19
Ishares Select Dividend Etf Etf (DVY) 0.1 $231k 2.0k 116.61
Ishares Msci Eafe Etf Etf (EFA) 0.1 $222k 2.8k 79.00
Spdr Gold Shares Etf (GLD) 0.1 $210k 1.3k 165.48
HP Stock (HPQ) 0.1 $208k 6.9k 30.25
Vertex Pharmaceuticals Stock (VRTX) 0.1 $206k 1.0k 201.37
Activision Blizzard Stock 0.1 $204k 2.1k 95.24
Sanofi Adr (SNY) 0.1 $203k 3.8k 52.78
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.1 $202k 1.4k 140.67
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $201k 515.00 390.29
Inmune Bio Stock (INMB) 0.0 $182k 10k 17.55
Blade Air Mobility Inc Cl A Stock (SRTA) 0.0 $105k 10k 10.50