YorkBridge Wealth Partners

YorkBridge Wealth Partners as of Sept. 30, 2021

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 259 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.4 $22M 152k 141.50
Amazon Stock (AMZN) 4.4 $18M 5.3k 3284.97
Microsoft Corp Stock (MSFT) 3.9 $16M 55k 281.93
Facebook Inc Cl A Stock (META) 3.2 $13M 38k 339.38
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.8 $11M 4.2k 2665.39
Berkley W R Corp Stock (WRB) 2.8 $11M 150k 73.18
Abbott Labs Stock (ABT) 2.1 $8.3M 71k 118.14
Johnson & Johnson Stock (JNJ) 2.0 $7.9M 49k 161.50
Adobe Systems Incorporated Stock (ADBE) 1.8 $7.1M 12k 575.68
Mastercard Incorporated Cl A Stock (MA) 1.7 $6.8M 20k 347.66
Visa Inc Com Cl A Stock (V) 1.7 $6.7M 30k 222.74
Salesforce Stock (CRM) 1.6 $6.2M 23k 271.23
Paypal Hldgs Stock (PYPL) 1.5 $6.1M 23k 260.23
Jpmorgan Chase & Co Stock (JPM) 1.5 $6.0M 37k 163.68
Unitedhealth Group Stock (UNH) 1.5 $5.9M 15k 390.71
Accenture Plc Ireland Shs Class A Stock (ACN) 1.5 $5.8M 18k 319.91
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $5.3M 2.0k 2673.53
Zoetis Inc Cl A Stock (ZTS) 1.3 $5.3M 27k 194.14
Ishares S&p 500 Growth Etf Etf (IVW) 1.2 $4.9M 66k 73.91
Home Depot Stock (HD) 1.1 $4.5M 14k 328.23
Spdr S&p 500 Etf Etf (SPY) 1.1 $4.4M 10k 429.15
Servicenow Stock (NOW) 1.1 $4.4M 7.1k 622.25
Cowen Inc Cl A Stock 1.1 $4.4M 129k 34.31
Autodesk Stock (ADSK) 1.0 $4.1M 14k 285.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $4.0M 15k 272.92
Netflix Stock (NFLX) 1.0 $3.9M 6.4k 610.31
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.0 $3.9M 51k 76.67
Ishares Russell Mid-cap Etf Etf (IWR) 1.0 $3.8M 49k 78.23
Pfizer Stock (PFE) 0.9 $3.8M 87k 43.01
Procter And Gamble Stock (PG) 0.9 $3.6M 26k 139.80
Gartner Stock (IT) 0.9 $3.6M 12k 303.91
Exxon Mobil Corp Stock (XOM) 0.9 $3.4M 58k 58.82
Airbnb Inc Com Cl A Stock (ABNB) 0.9 $3.4M 20k 167.74
Ishares Russell 1000 Growth Etf Etf (IWF) 0.8 $3.2M 12k 274.05
Starbucks Corp Stock (SBUX) 0.8 $3.1M 29k 110.32
Philip Morris Intl Stock (PM) 0.7 $3.0M 31k 94.78
Disney Walt Stock (DIS) 0.7 $2.9M 17k 169.19
Nike Inc Cl B Stock (NKE) 0.7 $2.9M 20k 145.22
Mondelez Intl Inc Cl A Stock (MDLZ) 0.7 $2.9M 49k 58.18
Align Technology Stock (ALGN) 0.7 $2.8M 4.2k 665.39
Schwab U.s. Small-cap Etf Etf (SCHA) 0.7 $2.7M 27k 100.08
Pepsico Stock (PEP) 0.7 $2.7M 18k 150.40
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.7 $2.7M 18k 153.61
Comcast Corp New Cl A Stock (CMCSA) 0.7 $2.7M 48k 55.93
Intuitive Surgical Stock (ISRG) 0.7 $2.7M 2.7k 994.05
Nextera Energy Stock (NEE) 0.7 $2.6M 33k 78.52
Raytheon Technologies Corp Stock (RTX) 0.6 $2.5M 29k 85.96
Illumina Stock (ILMN) 0.6 $2.4M 5.8k 405.63
Msci Stock (MSCI) 0.6 $2.3M 3.8k 608.31
Travelers Companies Stock (TRV) 0.6 $2.3M 15k 152.01
Verizon Communications Stock (VZ) 0.6 $2.2M 41k 54.01
Merck & Co Stock (MRK) 0.5 $2.2M 29k 75.11
Costco Whsl Corp Stock (COST) 0.5 $2.1M 4.8k 449.42
Spdr S&p Dividend Etf Etf (SDY) 0.5 $2.1M 18k 117.52
American Tower Corp Reit (AMT) 0.5 $2.0M 7.7k 265.46
Texas Instrs Stock (TXN) 0.5 $2.0M 10k 192.19
Bk Of America Corp Stock (BAC) 0.5 $1.9M 45k 42.46
Altria Group Stock (MO) 0.5 $1.8M 41k 45.53
Coca Cola Stock (KO) 0.5 $1.8M 35k 52.46
3M Stock (MMM) 0.5 $1.8M 10k 175.45
Abbvie Stock (ABBV) 0.4 $1.8M 16k 107.86
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.4 $1.6M 60k 27.27
Linde Stock 0.4 $1.5M 5.0k 293.40
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $1.5M 13k 111.61
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.4M 7.7k 182.15
Amgen Stock (AMGN) 0.4 $1.4M 6.6k 212.61
Ppg Inds Stock (PPG) 0.3 $1.4M 9.5k 143.05
Blackstone Stock (BX) 0.3 $1.3M 12k 116.38
Waste Mgmt Inc Del Stock (WM) 0.3 $1.3M 9.0k 149.38
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $1.3M 9.2k 145.38
Public Svc Enterprise Grp Stock (PEG) 0.3 $1.3M 22k 60.91
Cisco Sys Stock (CSCO) 0.3 $1.3M 24k 54.43
Union Pac Corp Stock (UNP) 0.3 $1.3M 6.5k 195.98
Bristol-myers Squibb Stock (BMY) 0.3 $1.1M 19k 59.18
Honeywell Intl Stock (HON) 0.3 $1.1M 5.3k 212.29
Walmart Stock (WMT) 0.3 $1.1M 8.0k 139.38
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.1M 15k 74.27
Vanguard Real Estate Etf Etf (VNQ) 0.3 $1.1M 11k 101.74
Broadcom Stock (AVGO) 0.3 $1.0M 2.1k 485.05
Enbridge Stock (ENB) 0.3 $999k 25k 39.79
Oracle Corp Stock (ORCL) 0.2 $978k 11k 87.10
Sap Se Adr (SAP) 0.2 $944k 7.0k 135.03
Apollo Global Mgmt Inc Com Cl A Stock 0.2 $935k 15k 61.58
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $935k 6.3k 148.15
Williams Cos Stock (WMB) 0.2 $921k 36k 25.95
Pnc Finl Svcs Group Stock (PNC) 0.2 $900k 4.6k 195.65
Ecolab Stock (ECL) 0.2 $895k 4.3k 208.62
Intel Corp Stock (INTC) 0.2 $893k 17k 53.29
At&t Stock (T) 0.2 $875k 32k 27.01
Automatic Data Processing Stock (ADP) 0.2 $868k 4.3k 199.91
International Business Machs Stock (IBM) 0.2 $865k 6.2k 139.00
Ishares Russell 1000 Etf Etf (IWB) 0.2 $816k 3.4k 241.85
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $808k 16k 50.11
Pioneer Nat Res Stock 0.2 $777k 4.7k 166.42
Metlife Stock (MET) 0.2 $775k 13k 61.76
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $765k 15k 50.50
American Express Stock (AXP) 0.2 $758k 4.5k 167.62
American Intl Group Stock (AIG) 0.2 $751k 14k 54.85
Yum Brands Stock (YUM) 0.2 $721k 5.9k 122.37
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $717k 6.4k 112.10
Aon Plc Shs Cl A Stock (AON) 0.2 $708k 2.5k 285.95
Blackrock Stock 0.2 $704k 840.00 838.10
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $696k 4.5k 156.40
Sempra Stock (SRE) 0.2 $689k 5.4k 126.47
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $683k 4.3k 160.22
Nvidia Corporation Stock (NVDA) 0.2 $680k 3.3k 207.19
Vulcan Matls Stock (VMC) 0.2 $679k 4.0k 169.16
On24 Stock (ONTF) 0.2 $668k 34k 19.94
Becton Dickinson & Co Stock (BDX) 0.2 $664k 2.7k 245.74
Us Bancorp Del Stock (USB) 0.2 $654k 11k 59.47
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $633k 5.6k 113.06
Fortune Brands Home & Sec Stock (FBIN) 0.2 $629k 7.0k 89.47
Progressive Corp Stock (PGR) 0.2 $610k 6.7k 90.41
Edison Intl Stock (EIX) 0.1 $592k 11k 55.49
Markel Corp Stock (MKL) 0.1 $574k 480.00 1195.83
Bhp Group Adr (BHP) 0.1 $570k 11k 53.52
Alcon Ag Ord Stock (ALC) 0.1 $547k 6.8k 80.42
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $542k 11k 50.25
Wells Fargo Stock (WFC) 0.1 $541k 12k 46.43
Northrop Grumman Corp Stock (NOC) 0.1 $540k 1.5k 360.24
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.1 $519k 9.7k 53.54
Icici Bank Adr (IBN) 0.1 $517k 27k 18.86
Kimberly-clark Corp Stock (KMB) 0.1 $515k 3.9k 132.46
Akamai Technologies Stock (AKAM) 0.1 $509k 4.9k 104.52
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $509k 1.3k 401.10
Zoom Video Communications Inc Cl A Stock (ZM) 0.1 $507k 1.9k 261.48
Etsy Stock (ETSY) 0.1 $498k 2.4k 207.93
Vanguard S&p 500 Etf Etf (VOO) 0.1 $496k 1.3k 394.59
Qualys Stock (QLYS) 0.1 $493k 4.4k 111.36
Unilever Adr (UL) 0.1 $492k 9.1k 54.23
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $490k 9.8k 49.98
Otis Worldwide Corp Stock (OTIS) 0.1 $488k 5.9k 82.20
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $485k 4.7k 103.37
Nxp Semiconductors N V Stock (NXPI) 0.1 $482k 2.5k 195.78
Charles Riv Labs Intl Stock (CRL) 0.1 $481k 1.2k 412.88
Rio Tinto Adr (RIO) 0.1 $476k 7.1k 66.82
Thermo Fisher Scientific Stock (TMO) 0.1 $476k 834.00 570.74
TCG BDC Cef (CGBD) 0.1 $468k 35k 13.41
Paycom Software Stock (PAYC) 0.1 $467k 942.00 495.75
Alibaba Group Hldg Adr (BABA) 0.1 $461k 3.1k 148.04
Ishares Russell 2000 Etf Etf (IWM) 0.1 $454k 2.1k 218.48
Church & Dwight Stock (CHD) 0.1 $452k 5.5k 82.62
Carrier Global Corporation Stock (CARR) 0.1 $439k 8.5k 51.81
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $436k 5.0k 86.63
Sysco Corp Stock (SYY) 0.1 $436k 5.6k 78.45
Cintas Corp Stock (CTAS) 0.1 $432k 1.1k 380.28
Raymond James Finl Stock (RJF) 0.1 $425k 4.6k 92.23
Horizon Therapeutics Pub L Stock 0.1 $425k 3.9k 109.48
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $420k 3.3k 127.27
Analog Devices Stock (ADI) 0.1 $418k 2.5k 167.47
Monolithic Pwr Sys Stock (MPWR) 0.1 $416k 859.00 484.28
Resmed Stock (RMD) 0.1 $415k 1.6k 263.32
West Pharmaceutical Svsc Stock (WST) 0.1 $413k 973.00 424.46
Generac Hldgs Stock (GNRC) 0.1 $412k 1.0k 408.73
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $411k 5.1k 81.10
First Rep Bk San Francisco Cal Stock (FRCB) 0.1 $410k 2.1k 192.67
Mcdonalds Corp Stock (MCD) 0.1 $410k 1.7k 241.03
Keysight Technologies Stock (KEYS) 0.1 $408k 2.5k 164.38
Ishares Tips Bond Etf Etf (TIP) 0.1 $405k 3.2k 127.56
Entegris Stock (ENTG) 0.1 $400k 3.2k 126.02
Consolidated Edison Stock (ED) 0.1 $398k 5.5k 72.59
Fair Isaac Corp Stock (FICO) 0.1 $398k 1.0k 398.00
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.1 $398k 3.3k 120.86
Kraft Heinz Stock (KHC) 0.1 $396k 11k 36.78
Copart Stock (CPRT) 0.1 $394k 2.8k 138.73
Royal Dutch Shell Plc Spon Adr B Adr 0.1 $393k 8.9k 44.30
Brooks Automation Stock (AZTA) 0.1 $392k 3.8k 102.46
Canadian Natl Ry Stock (CNI) 0.1 $388k 3.4k 115.68
Norfolk Southn Corp Stock (NSC) 0.1 $388k 1.6k 239.51
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $388k 59k 6.59
Sun Cmntys Reit (SUI) 0.1 $387k 2.1k 184.90
Svb Financial Group Stock (SIVBQ) 0.1 $386k 596.00 647.65
Mettler Toledo International Stock (MTD) 0.1 $386k 280.00 1378.57
Pool Corp Stock (POOL) 0.1 $385k 887.00 434.05
Diodes Stock (DIOD) 0.1 $383k 4.2k 90.59
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $376k 71k 5.27
Medtronic Stock (MDT) 0.1 $374k 3.0k 125.38
Asbury Automotive Group Stock (ABG) 0.1 $373k 1.9k 196.94
Steris Plc Shs Usd Stock (STE) 0.1 $373k 1.8k 204.50
Williams Sonoma Stock (WSM) 0.1 $371k 2.1k 177.26
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $369k 1.6k 236.54
Sensient Technologies Corp Stock (SXT) 0.1 $369k 4.1k 91.11
Sps Comm Stock (SPSC) 0.1 $369k 2.3k 161.42
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $368k 714.00 515.41
Chevron Corp Stock (CVX) 0.1 $368k 3.6k 101.41
Colgate Palmolive Stock (CL) 0.1 $366k 4.8k 75.59
Boeing Stock (BA) 0.1 $364k 1.7k 219.94
Ciena Corp Stock (CIEN) 0.1 $362k 7.0k 51.40
General Electric Stock (GE) 0.1 $360k 3.5k 102.95
Schwab Charles Corp Stock (SCHW) 0.1 $360k 4.9k 72.89
Take-two Interactive Software Stock (TTWO) 0.1 $359k 2.3k 154.21
Hubbell Stock (HUBB) 0.1 $358k 2.0k 180.81
Neurocrine Biosciences Stock (NBIX) 0.1 $358k 3.7k 95.95
Huntington Ingalls Inds Stock (HII) 0.1 $356k 1.8k 193.06
Teledyne Technologies Stock (TDY) 0.1 $354k 825.00 429.09
Boston Properties Reit (BXP) 0.1 $353k 3.3k 108.38
Cooper Cos Stock 0.1 $352k 852.00 413.15
Vanguard Growth Index Fund Etf (VUG) 0.1 $350k 1.2k 290.46
Diageo Adr (DEO) 0.1 $348k 1.8k 193.23
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $345k 4.3k 79.38
Skyworks Solutions Stock (SWKS) 0.1 $340k 2.1k 164.97
Hdfc Bank Adr (HDB) 0.1 $339k 4.6k 73.04
Idex Corp Stock (IEX) 0.1 $334k 1.6k 206.68
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $328k 5.5k 59.64
Chubb Stock (CB) 0.1 $328k 1.9k 173.27
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $327k 32k 10.15
Burlington Stores Stock (BURL) 0.1 $324k 1.1k 283.46
P T Telekomunikasi Indonesia Adr (TLK) 0.1 $322k 13k 25.40
Masco Corp Stock (MAS) 0.1 $319k 5.7k 55.55
Dupont De Nemours Stock (DD) 0.1 $318k 4.7k 68.04
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.1 $317k 2.1k 152.40
Tesla Stock (TSLA) 0.1 $309k 398.00 776.38
Truist Finl Corp Stock (TFC) 0.1 $299k 5.1k 58.71
International Paper Stock (IP) 0.1 $298k 5.3k 55.85
Biogen Stock (BIIB) 0.1 $294k 1.0k 282.69
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $293k 1.3k 222.14
Yandex N V Shs Class A Stock (NBIS) 0.1 $291k 3.6k 79.79
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $291k 1.9k 149.31
Csx Corp Stock (CSX) 0.1 $289k 9.7k 29.74
Endava Plc Ads Adr (DAVA) 0.1 $283k 2.1k 135.93
Vanguard Value Index Fund Etf (VTV) 0.1 $282k 2.1k 135.19
Ambev Sa Adr (ABEV) 0.1 $279k 101k 2.76
Moodys Corp Stock (MCO) 0.1 $278k 783.00 355.04
Revolve Group Inc Cl A Stock (RVLV) 0.1 $277k 4.5k 61.84
General Mls Stock (GIS) 0.1 $271k 4.5k 59.85
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $270k 3.4k 80.00
Zimmer Biomet Holdings Stock (ZBH) 0.1 $269k 1.8k 146.20
Laboratory Corp Amer Hldgs Stock 0.1 $264k 938.00 281.45
Caterpillar Stock (CAT) 0.1 $260k 1.4k 191.88
Allstate Corp Stock (ALL) 0.1 $259k 2.0k 127.46
Globant S A Stock (GLOB) 0.1 $258k 917.00 281.35
Wingstop Stock (WING) 0.1 $258k 1.6k 163.81
Mack Cali Rlty Corp Reit (VRE) 0.1 $257k 15k 17.13
Fox Factory Hldg Corp Stock (FOXF) 0.1 $254k 1.8k 144.56
Eaton Corp Stock (ETN) 0.1 $253k 1.7k 149.17
Ishares Msci Eafe Etf Etf (EFA) 0.1 $246k 3.1k 78.12
Hershey Stock (HSY) 0.1 $245k 1.4k 169.32
Square Inc Cl A Stock (SQ) 0.1 $244k 1.0k 239.69
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $236k 995.00 237.19
Corteva Stock (CTVA) 0.1 $234k 5.6k 42.12
Dow Stock (DOW) 0.1 $233k 4.0k 57.63
Citigroup Stock (C) 0.1 $231k 3.3k 70.23
Ishares Select Dividend Etf Etf (DVY) 0.1 $227k 2.0k 114.59
Fidelity Natl Information Svcs Stock (FIS) 0.1 $227k 1.9k 121.78
Wec Energy Group Stock (WEC) 0.1 $226k 2.6k 88.11
Conocophillips Stock (COP) 0.1 $223k 3.3k 67.76
Qualcomm Stock (QCOM) 0.1 $219k 1.7k 129.05
Blackline Stock (BL) 0.1 $219k 1.9k 118.12
Medpace Hldgs Stock (MEDP) 0.1 $219k 1.2k 189.45
Exponent Stock (EXPO) 0.1 $219k 1.9k 113.06
Progyny Stock (PGNY) 0.1 $216k 3.9k 55.92
Palo Alto Networks Stock (PANW) 0.1 $210k 439.00 478.36
Spdr Gold Shares Etf (GLD) 0.1 $208k 1.3k 163.91
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $206k 515.00 400.00
Amphenol Corp New Cl A Stock (APH) 0.1 $203k 2.8k 73.18
Inmune Bio Stock (INMB) 0.1 $201k 10k 19.38
Yeti Hldgs Stock (YETI) 0.1 $200k 2.3k 85.76
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.1 $200k 1.4k 139.76
Skylight Health Group Stock (SLHGF) 0.0 $24k 10k 2.40