YorkBridge Wealth Partners

YorkBridge Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 280 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.7 $26M 144k 177.57
Amazon Stock (AMZN) 4.5 $20M 6.0k 3334.28
Microsoft Corp Stock (MSFT) 4.1 $18M 55k 336.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.9 $13M 4.4k 2893.62
Berkley W R Corp Stock (WRB) 2.8 $12M 150k 82.39
Spdr S&p 500 Etf Etf (SPY) 2.6 $12M 24k 474.98
Meta Platforms Inc Cl A Stock (META) 2.5 $11M 34k 336.35
Abbott Labs Stock (ABT) 2.3 $10M 73k 140.74
Johnson & Johnson Stock (JNJ) 1.9 $8.4M 49k 171.08
Mastercard Incorporated Cl A Stock (MA) 1.8 $8.1M 23k 359.32
Unitedhealth Group Stock (UNH) 1.7 $7.7M 15k 502.16
Accenture Plc Ireland Shs Class A Stock (ACN) 1.7 $7.7M 19k 414.55
Adobe Systems Incorporated Stock (ADBE) 1.6 $7.2M 13k 567.07
Visa Inc Com Cl A Stock (V) 1.5 $6.8M 31k 216.70
Zoetis Inc Cl A Stock (ZTS) 1.5 $6.8M 28k 244.02
Salesforce Stock (CRM) 1.4 $6.0M 24k 254.13
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $5.9M 2.0k 2896.96
Jpmorgan Chase & Co Stock (JPM) 1.3 $5.7M 36k 158.36
Ishares S&p 500 Growth Etf Etf (IVW) 1.2 $5.5M 66k 83.67
Home Depot Stock (HD) 1.2 $5.5M 13k 415.05
Pfizer Stock (PFE) 1.1 $5.0M 85k 59.05
Servicenow Stock (NOW) 1.1 $4.8M 7.4k 649.07
Cowen Inc Cl A Stock 1.0 $4.6M 129k 36.10
Paypal Hldgs Stock (PYPL) 1.0 $4.5M 24k 188.60
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $4.4M 15k 298.97
Autodesk Stock (ADSK) 1.0 $4.2M 15k 281.22
Procter And Gamble Stock (PG) 0.9 $4.2M 26k 163.59
Gartner Stock (IT) 0.9 $4.1M 12k 334.35
Ishares Russell Mid-cap Etf Etf (IWR) 0.9 $4.0M 49k 83.01
Netflix Stock (NFLX) 0.9 $4.0M 6.7k 602.41
Ishares Russell 1000 Growth Etf Etf (IWF) 0.9 $3.9M 13k 305.56
Airbnb Inc Com Cl A Stock (ABNB) 0.8 $3.6M 21k 166.50
Exxon Mobil Corp Stock (XOM) 0.8 $3.5M 58k 61.19
Nike Inc Cl B Stock (NKE) 0.8 $3.5M 21k 166.68
Starbucks Corp Stock (SBUX) 0.8 $3.4M 30k 116.96
Mondelez Intl Inc Cl A Stock (MDLZ) 0.7 $3.2M 49k 66.30
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.7 $3.2M 19k 171.74
Pepsico Stock (PEP) 0.7 $3.1M 18k 173.71
Intuitive Surgical Stock (ISRG) 0.7 $3.1M 8.5k 359.30
Nextera Energy Stock (NEE) 0.7 $3.0M 32k 93.36
Philip Morris Intl Stock (PM) 0.7 $3.0M 31k 95.00
Align Technology Stock (ALGN) 0.6 $2.8M 4.3k 657.24
Costco Whsl Corp Stock (COST) 0.6 $2.7M 4.8k 567.75
Disney Walt Stock (DIS) 0.6 $2.7M 17k 154.90
Raytheon Technologies Corp Stock (RTX) 0.5 $2.4M 28k 86.06
Comcast Corp New Cl A Stock (CMCSA) 0.5 $2.4M 48k 50.33
Msci Stock (MSCI) 0.5 $2.4M 3.9k 612.71
Travelers Companies Stock (TRV) 0.5 $2.4M 15k 156.41
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.5 $2.3M 29k 80.42
Spdr S&p Dividend Etf Etf (SDY) 0.5 $2.3M 18k 129.11
American Tower Corp Reit (AMT) 0.5 $2.3M 7.7k 292.56
Illumina Stock (ILMN) 0.5 $2.2M 5.8k 380.47
Abbvie Stock (ABBV) 0.5 $2.2M 16k 135.38
Merck & Co Stock (MRK) 0.5 $2.2M 29k 76.64
Verizon Communications Stock (VZ) 0.5 $2.1M 41k 51.95
Coca Cola Stock (KO) 0.5 $2.1M 36k 59.22
Bk Of America Corp Stock (BAC) 0.4 $1.9M 43k 44.48
Altria Group Stock (MO) 0.4 $1.9M 41k 47.40
Texas Instrs Stock (TXN) 0.4 $1.9M 10k 188.43
3M Stock (MMM) 0.4 $1.8M 10k 177.68
Linde Stock 0.4 $1.7M 5.0k 346.36
Ppg Inds Stock (PPG) 0.4 $1.7M 9.6k 172.41
Taiwan Semiconductor Mfg Adr (TSM) 0.4 $1.6M 13k 120.33
Union Pac Corp Stock (UNP) 0.4 $1.6M 6.4k 252.00
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.4 $1.6M 60k 26.49
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.6M 7.4k 214.36
Cisco Sys Stock (CSCO) 0.3 $1.6M 25k 63.36
Amgen Stock (AMGN) 0.3 $1.4M 6.4k 225.00
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $1.4M 9.2k 156.61
Public Svc Enterprise Grp Stock (PEG) 0.3 $1.4M 21k 66.74
Waste Mgmt Inc Del Stock (WM) 0.3 $1.4M 8.3k 166.95
Broadcom Stock (AVGO) 0.3 $1.4M 2.0k 665.36
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.3M 16k 80.82
Blackstone Stock (BX) 0.3 $1.2M 9.6k 129.37
Vanguard Real Estate Etf Etf (VNQ) 0.3 $1.2M 11k 116.02
Bristol-myers Squibb Stock (BMY) 0.3 $1.2M 19k 62.33
Walmart Stock (WMT) 0.3 $1.2M 8.1k 144.74
Apollo Global Mgmt Stock 0.3 $1.2M 16k 72.42
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.3 $1.1M 9.9k 115.19
Enbridge Stock (ENB) 0.2 $1.1M 28k 39.09
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $1.1M 6.5k 163.73
Automatic Data Processing Stock (ADP) 0.2 $1.0M 4.2k 246.58
Honeywell Intl Stock (HON) 0.2 $1.0M 4.9k 208.54
Sap Se Adr (SAP) 0.2 $996k 7.1k 140.04
Oracle Corp Stock (ORCL) 0.2 $956k 11k 87.22
Ecolab Stock (ECL) 0.2 $945k 4.0k 234.49
Williams Cos Stock (WMB) 0.2 $938k 36k 26.05
Pnc Finl Svcs Group Stock (PNC) 0.2 $909k 4.5k 200.62
Becton Dickinson & Co Stock (BDX) 0.2 $898k 3.6k 251.40
Ishares Russell 1000 Etf Etf (IWB) 0.2 $892k 3.4k 264.37
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $885k 18k 49.95
Nvidia Corporation Stock (NVDA) 0.2 $875k 3.0k 293.92
Pioneer Nat Res Stock 0.2 $849k 4.7k 181.84
Intel Corp Stock (INTC) 0.2 $832k 16k 51.50
Yum Brands Stock (YUM) 0.2 $818k 5.9k 138.83
Vulcan Matls Stock (VMC) 0.2 $807k 3.9k 207.51
Sempra Stock (SRE) 0.2 $798k 6.0k 132.21
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $773k 15k 51.03
Wells Fargo Stock (WFC) 0.2 $765k 16k 48.00
Metlife Stock (MET) 0.2 $760k 12k 62.45
Ishares Msci Eafe Etf Etf (EFA) 0.2 $759k 9.6k 78.69
Blackrock Stock 0.2 $752k 821.00 915.96
Fortune Brands Home & Sec Stock (FBIN) 0.2 $752k 7.0k 106.97
Dupont De Nemours Stock (DD) 0.2 $750k 9.3k 80.75
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $747k 4.5k 167.87
American Intl Group Stock (AIG) 0.2 $727k 13k 56.86
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $708k 4.3k 166.08
American Express Stock (AXP) 0.2 $707k 4.3k 163.58
Progressive Corp Stock (PGR) 0.2 $706k 6.9k 102.68
Docusign Stock (DOCU) 0.2 $702k 4.6k 152.24
Aon Plc Shs Cl A Stock (AON) 0.2 $699k 2.3k 300.52
Edison Intl Stock (EIX) 0.2 $695k 10k 68.21
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $692k 6.8k 102.43
Qualys Stock (QLYS) 0.2 $692k 5.0k 137.17
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $685k 14k 49.44
At&t Stock (T) 0.1 $665k 27k 24.59
Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $662k 5.7k 116.53
Northrop Grumman Corp Stock (NOC) 0.1 $661k 1.7k 387.23
International Business Machs Stock (IBM) 0.1 $645k 4.8k 133.73
Us Bancorp Del Stock (USB) 0.1 $616k 11k 56.13
Alcon Ag Ord Stock (ALC) 0.1 $609k 7.0k 87.16
Markel Corp Stock (MKL) 0.1 $592k 480.00 1233.33
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.1 $585k 9.7k 60.35
Church & Dwight Stock (CHD) 0.1 $581k 5.7k 102.52
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $581k 1.3k 457.84
Bhp Group Adr (BHP) 0.1 $568k 9.4k 60.32
Icici Bank Adr (IBN) 0.1 $560k 28k 19.79
Akamai Technologies Stock (AKAM) 0.1 $558k 4.8k 117.10
Thermo Fisher Scientific Stock (TMO) 0.1 $556k 834.00 666.67
Vanguard S&p 500 Etf Etf (VOO) 0.1 $550k 1.3k 436.51
Keysight Technologies Stock (KEYS) 0.1 $527k 2.6k 206.50
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $527k 4.7k 112.15
Cintas Corp Stock (CTAS) 0.1 $517k 1.2k 443.02
Ciena Corp Stock (CIEN) 0.1 $514k 6.7k 76.91
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $513k 5.3k 96.63
Aecom Stock (ACM) 0.1 $513k 6.6k 77.31
Otis Worldwide Corp Stock (OTIS) 0.1 $512k 5.9k 87.00
Advance Auto Parts Stock (AAP) 0.1 $511k 2.1k 239.91
Mettler Toledo International Stock (MTD) 0.1 $492k 290.00 1696.55
Norfolk Southn Corp Stock (NSC) 0.1 $482k 1.6k 297.53
TCG BDC Cef (CGBD) 0.1 $479k 35k 13.72
Element Solutions Stock (ESI) 0.1 $478k 20k 24.30
Diodes Stock (DIOD) 0.1 $474k 4.3k 109.85
Pool Corp Stock (POOL) 0.1 $474k 838.00 565.63
Kimberly-clark Corp Stock (KMB) 0.1 $473k 3.3k 142.77
Tesla Stock (TSLA) 0.1 $470k 445.00 1056.18
Raymond James Finl Stock (RJF) 0.1 $469k 4.7k 100.30
Unilever Adr (UL) 0.1 $468k 8.7k 53.74
Consolidated Edison Stock (ED) 0.1 $468k 5.5k 85.35
Rio Tinto Adr (RIO) 0.1 $467k 7.0k 66.89
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $465k 3.3k 140.91
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $463k 8.3k 55.62
International Flavors&fragranc Stock (IFF) 0.1 $462k 3.1k 150.49
Ishares Russell 2000 Etf Etf (IWM) 0.1 $462k 2.1k 222.44
Entegris Stock (ENTG) 0.1 $461k 3.3k 138.56
West Pharmaceutical Svsc Stock (WST) 0.1 $461k 983.00 468.97
Steris Plc Shs Usd Stock (STE) 0.1 $460k 1.9k 243.64
Carrier Global Corporation Stock (CARR) 0.1 $460k 8.5k 54.29
Mcdonalds Corp Stock (MCD) 0.1 $456k 1.7k 268.08
Sun Cmntys Reit (SUI) 0.1 $453k 2.2k 209.92
Charles Riv Labs Intl Stock (CRL) 0.1 $449k 1.2k 376.99
First Rep Bk San Francisco Cal Stock (FRCB) 0.1 $446k 2.2k 206.67
Copart Stock (CPRT) 0.1 $443k 2.9k 151.50
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $442k 743.00 594.89
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.1 $441k 3.4k 130.01
Hunt J B Trans Svcs Stock (JBHT) 0.1 $440k 2.2k 204.46
Analog Devices Stock (ADI) 0.1 $439k 2.5k 175.88
Dollar Gen Corp Stock (DG) 0.1 $438k 1.9k 235.74
Sysco Corp Stock (SYY) 0.1 $437k 5.6k 78.63
Take-two Interactive Software Stock (TTWO) 0.1 $434k 2.4k 177.72
Fair Isaac Corp Stock (FICO) 0.1 $434k 1.0k 434.00
Monolithic Pwr Sys Stock (MPWR) 0.1 $427k 866.00 493.07
Resmed Stock (RMD) 0.1 $425k 1.6k 260.42
Horizon Therapeutics Pub L Stock 0.1 $425k 3.9k 107.81
Fox Factory Hldg Corp Stock (FOXF) 0.1 $424k 2.5k 170.01
Canadian Natl Ry Stock (CNI) 0.1 $423k 3.4k 122.93
Masco Corp Stock (MAS) 0.1 $423k 6.0k 70.20
Chevron Corp Stock (CVX) 0.1 $418k 3.6k 117.28
Aercap Holdings Nv Stock (AER) 0.1 $416k 6.4k 65.39
Schwab Charles Corp Stock (SCHW) 0.1 $415k 4.9k 84.03
Colgate Palmolive Stock (CL) 0.1 $413k 4.8k 85.30
Hubbell Stock (HUBB) 0.1 $412k 2.0k 208.08
Mgm Growth Pptys Llc Cl A Reit 0.1 $410k 10k 40.87
Diageo Adr (DEO) 0.1 $409k 1.9k 220.13
Sensient Technologies Corp Stock (SXT) 0.1 $405k 4.1k 100.00
Svb Financial Group Stock (SIVBQ) 0.1 $404k 596.00 677.85
Globant S A Stock (GLOB) 0.1 $401k 1.3k 314.02
Endava Plc Ads Adr (DAVA) 0.1 $400k 2.4k 167.71
Idex Corp Stock (IEX) 0.1 $400k 1.7k 236.55
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $397k 1.6k 254.49
Skyworks Solutions Stock (SWKS) 0.1 $393k 2.5k 155.09
Trupanion Stock (TRUP) 0.1 $390k 3.0k 132.16
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $389k 5.0k 77.63
Paycom Software Stock (PAYC) 0.1 $388k 934.00 415.42
Vanguard Growth Index Fund Etf (VUG) 0.1 $387k 1.2k 320.90
Wingstop Stock (WING) 0.1 $387k 2.2k 172.84
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $387k 4.6k 84.85
Kraft Heinz Stock (KHC) 0.1 $386k 11k 35.85
Etsy Stock (ETSY) 0.1 $384k 1.8k 218.93
Nxp Semiconductors N V Stock (NXPI) 0.1 $382k 1.7k 227.92
P T Telekomunikasi Indonesia Adr (TLK) 0.1 $381k 13k 28.98
Burlington Stores Stock (BURL) 0.1 $378k 1.3k 291.89
Azenta Stock (AZTA) 0.1 $378k 3.7k 103.03
Boston Properties Reit (BXP) 0.1 $377k 3.3k 115.08
Teledyne Technologies Stock (TDY) 0.1 $377k 864.00 436.34
Cooper Cos Stock 0.1 $376k 897.00 419.18
Royal Dutch Shell Plc Spon Adr B Adr 0.1 $369k 8.5k 43.35
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $369k 15k 24.98
Williams Sonoma Stock (WSM) 0.1 $366k 2.2k 168.98
Chubb Stock (CB) 0.1 $366k 1.9k 193.34
Huntington Ingalls Inds Stock (HII) 0.1 $366k 2.0k 186.83
Csx Corp Stock (CSX) 0.1 $365k 9.7k 37.56
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $360k 61k 5.87
Medpace Hldgs Stock (MEDP) 0.1 $359k 1.6k 217.71
T-mobile Us Stock (TMUS) 0.1 $357k 3.1k 116.02
Zoom Video Communications Inc Cl A Stock (ZM) 0.1 $356k 1.9k 183.79
Generac Hldgs Stock (GNRC) 0.1 $352k 1.0k 352.00
Ishares Tips Bond Etf Etf (TIP) 0.1 $352k 2.7k 129.17
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $348k 5.5k 63.27
Seaworld Entmt Stock (PRKS) 0.1 $343k 5.3k 64.84
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $339k 1.9k 173.94
Vanguard Value Index Fund Etf (VTV) 0.1 $336k 2.3k 146.98
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.1 $335k 2.6k 130.00
Boeing Stock (BA) 0.1 $333k 1.7k 201.21
Revolve Group Inc Cl A Stock (RVLV) 0.1 $330k 5.9k 56.03
General Electric Stock (GE) 0.1 $328k 3.5k 94.58
Exponent Stock (EXPO) 0.1 $322k 2.8k 116.62
Medtronic Stock (MDT) 0.1 $308k 3.0k 103.60
Moodys Corp Stock (MCO) 0.1 $306k 783.00 390.80
Amn Healthcare Svcs Stock (AMN) 0.1 $303k 2.5k 122.47
Hdfc Bank Adr (HDB) 0.1 $297k 4.6k 65.13
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $297k 3.4k 88.00
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $296k 1.2k 241.44
Laboratory Corp Amer Hldgs Stock 0.1 $295k 938.00 314.50
Eaton Corp Stock (ETN) 0.1 $293k 1.7k 172.76
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $286k 32k 8.88
Ambev Sa Adr (ABEV) 0.1 $284k 101k 2.80
Activision Blizzard Stock 0.1 $283k 4.3k 66.43
Caterpillar Stock (CAT) 0.1 $280k 1.4k 206.64
Lithia Mtrs Stock (LAD) 0.1 $280k 943.00 296.92
Ralph Lauren Corp Cl A Stock (RL) 0.1 $278k 2.3k 119.01
Mirion Technologies Inc Com Cl A Stock (MIR) 0.1 $277k 26k 10.48
Asbury Automotive Group Stock (ABG) 0.1 $276k 1.6k 172.93
Hershey Stock (HSY) 0.1 $275k 1.4k 193.80
Yeti Hldgs Stock (YETI) 0.1 $271k 3.3k 82.75
Progyny Stock (PGNY) 0.1 $268k 5.3k 50.42
Corteva Stock (CTVA) 0.1 $263k 5.6k 47.34
HP Stock (HPQ) 0.1 $259k 6.9k 37.67
Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $258k 2.5k 103.61
Blackline Stock (BL) 0.1 $257k 2.5k 103.59
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $253k 995.00 254.27
Biogen Stock (BIIB) 0.1 $249k 1.0k 240.12
Wec Energy Group Stock (WEC) 0.1 $249k 2.6k 97.08
International Paper Stock (IP) 0.1 $245k 5.2k 46.99
Amphenol Corp New Cl A Stock (APH) 0.1 $243k 2.8k 87.60
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $241k 823.00 292.83
Palo Alto Networks Stock (PANW) 0.1 $240k 431.00 556.84
Allstate Corp Stock (ALL) 0.1 $239k 2.0k 117.62
General Mls Stock (GIS) 0.1 $238k 3.5k 67.46
Alarm Com Hldgs Stock (ALRM) 0.1 $237k 2.8k 84.86
Neurocrine Biosciences Stock (NBIX) 0.1 $231k 2.7k 85.18
Conocophillips Stock (COP) 0.1 $230k 3.2k 72.33
Dow Stock (DOW) 0.1 $229k 4.0k 56.64
Lowes Cos Stock (LOW) 0.1 $228k 882.00 258.50
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.1 $228k 61k 3.75
Yandex N V Shs Class A Stock (NBIS) 0.1 $227k 3.7k 60.57
Ishares Select Dividend Etf Etf (DVY) 0.1 $225k 1.8k 122.55
Marriott Vacations Worldwide C Stock (VAC) 0.1 $224k 1.3k 168.80
Zimmer Biomet Holdings Stock (ZBH) 0.0 $221k 1.7k 127.16
Sps Comm Stock (SPSC) 0.0 $217k 1.5k 142.67
Martin Marietta Matls Stock (MLM) 0.0 $216k 491.00 439.92
Livanova Stock (LIVN) 0.0 $215k 2.5k 87.58
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.0 $215k 1.4k 150.24
Appfolio Inc Com Cl A Stock (APPF) 0.0 $212k 1.7k 121.28
Dominion Energy Stock (D) 0.0 $212k 2.7k 78.52
Qualcomm Stock (QCOM) 0.0 $206k 1.1k 182.79
Citigroup Stock (C) 0.0 $202k 3.3k 60.50
Edwards Lifesciences Corp Stock (EW) 0.0 $201k 1.6k 129.68
Inmune Bio Stock (INMB) 0.0 $106k 10k 10.22
Skylight Health Group Stock (SLHGF) 0.0 $13k 10k 1.30