YorkBridge Wealth Partners

YorkBridge Wealth Partners as of June 30, 2022

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 278 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 7.5 $29M 76k 377.26
Apple Stock (AAPL) 5.0 $19M 140k 136.72
Berkley W R Corp Stock (WRB) 4.0 $15M 225k 68.26
Microsoft Corp Stock (MSFT) 3.8 $14M 56k 256.84
Amazon Stock (AMZN) 3.5 $13M 125k 106.21
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.5 $9.6M 4.4k 2187.44
Johnson & Johnson Stock (JNJ) 2.3 $8.7M 49k 177.51
Unitedhealth Group Stock (UNH) 1.9 $7.2M 14k 513.59
Visa Inc Com Cl A Stock (V) 1.8 $7.0M 36k 196.89
Meta Platforms Inc Cl A Stock (META) 1.8 $6.9M 43k 161.26
Mastercard Incorporated Cl A Stock (MA) 1.7 $6.4M 20k 315.47
Abbott Labs Stock (ABT) 1.7 $6.3M 58k 108.65
Salesforce Stock (CRM) 1.4 $5.5M 34k 165.03
Adobe Systems Incorporated Stock (ADBE) 1.4 $5.5M 15k 366.05
Exxon Mobil Corp Stock (XOM) 1.3 $5.0M 58k 85.64
Accenture Plc Ireland Shs Class A Stock (ACN) 1.3 $4.8M 17k 277.66
Ishares Russell 1000 Growth Etf Etf (IWF) 1.2 $4.8M 22k 218.71
Pfizer Stock (PFE) 1.2 $4.5M 85k 52.43
Ishares S&p 500 Growth Etf Etf (IVW) 1.1 $4.0M 67k 60.36
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $4.0M 15k 273.01
Procter And Gamble Stock (PG) 1.0 $3.8M 26k 143.78
Home Depot Stock (HD) 1.0 $3.7M 14k 274.25
Servicenow Stock (NOW) 0.9 $3.6M 7.5k 475.52
Zoetis Inc Cl A Stock (ZTS) 0.9 $3.5M 20k 171.91
Autodesk Stock (ADSK) 0.9 $3.3M 19k 171.97
Ishares Russell Mid-cap Etf Etf (IWR) 0.8 $3.2M 49k 64.66
Mondelez Intl Inc Cl A Stock (MDLZ) 0.8 $3.1M 50k 62.09
Philip Morris Intl Stock (PM) 0.8 $3.1M 31k 98.73
Paypal Hldgs Stock (PYPL) 0.8 $3.0M 44k 69.84
Cowen Inc Cl A Stock 0.8 $3.0M 128k 23.69
Jpmorgan Chase & Co Stock (JPM) 0.8 $3.0M 27k 112.61
Pepsico Stock (PEP) 0.8 $3.0M 18k 166.65
Netflix Stock (NFLX) 0.7 $2.8M 16k 174.85
Lululemon Athletica Stock (LULU) 0.7 $2.8M 10k 272.57
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.7 $2.8M 19k 143.45
Raytheon Technologies Corp Stock (RTX) 0.7 $2.7M 29k 96.10
Merck & Co Stock (MRK) 0.7 $2.6M 28k 91.17
Travelers Companies Stock (TRV) 0.7 $2.5M 15k 169.10
Abbvie Stock (ABBV) 0.7 $2.5M 16k 153.17
Docusign Stock (DOCU) 0.6 $2.4M 42k 57.39
Spdr S&p Dividend Etf Etf (SDY) 0.6 $2.3M 19k 118.68
Costco Whsl Corp Stock (COST) 0.6 $2.3M 4.8k 479.21
Vanguard Real Estate Etf Etf (VNQ) 0.6 $2.3M 25k 91.09
Coca Cola Stock (KO) 0.6 $2.2M 36k 62.90
Comcast Corp New Cl A Stock (CMCSA) 0.6 $2.2M 57k 39.25
Airbnb Inc Com Cl A Stock (ABNB) 0.6 $2.2M 25k 89.06
Verizon Communications Stock (VZ) 0.6 $2.2M 43k 50.74
Gartner Stock (IT) 0.6 $2.1M 8.9k 241.87
Nike Inc Cl B Stock (NKE) 0.5 $2.1M 21k 102.22
American Tower Corp Reit (AMT) 0.5 $1.9M 7.6k 255.57
Nextera Energy Stock (NEE) 0.5 $1.9M 25k 77.47
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.5 $1.9M 30k 62.74
Disney Walt Stock (DIS) 0.5 $1.9M 20k 94.39
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $1.8M 836.00 2179.43
Intuitive Surgical Stock (ISRG) 0.5 $1.7M 8.6k 200.67
Altria Group Stock (MO) 0.4 $1.7M 40k 41.77
Bk Of America Corp Stock (BAC) 0.4 $1.6M 51k 31.13
Amgen Stock (AMGN) 0.4 $1.6M 6.4k 243.32
Morgan Stanley Stock (MS) 0.4 $1.5M 20k 76.05
Bristol-myers Squibb Stock (BMY) 0.4 $1.5M 19k 76.99
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $1.5M 21k 71.65
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.4M 7.9k 182.54
Linde Stock 0.4 $1.4M 5.0k 287.48
Union Pac Corp Stock (UNP) 0.4 $1.4M 6.7k 213.33
Texas Instrs Stock (TXN) 0.4 $1.4M 9.1k 153.65
Enbridge Stock (ENB) 0.4 $1.4M 32k 42.25
3M Stock (MMM) 0.3 $1.3M 10k 129.37
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $1.3M 9.2k 137.42
Williams Cos Stock (WMB) 0.3 $1.2M 40k 31.20
Waste Mgmt Inc Del Stock (WM) 0.3 $1.2M 8.1k 153.00
Vanguard Growth Index Fund Etf (VUG) 0.3 $1.2M 5.3k 222.98
Ppg Inds Stock (PPG) 0.3 $1.1M 10k 114.35
Cisco Sys Stock (CSCO) 0.3 $1.1M 26k 42.65
Public Svc Enterprise Grp Stock (PEG) 0.3 $1.1M 18k 63.28
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.3 $1.1M 56k 19.79
Intel Corp Stock (INTC) 0.3 $1.0M 28k 37.40
Apollo Global Mgmt Stock (APO) 0.3 $1.0M 21k 48.50
Sap Se Adr (SAP) 0.3 $1.0M 11k 90.68
Align Technology Stock (ALGN) 0.3 $995k 4.2k 236.57
Illumina Stock (ILMN) 0.3 $974k 5.3k 184.33
Becton Dickinson & Co Stock (BDX) 0.3 $967k 3.9k 246.50
Broadcom Stock (AVGO) 0.3 $957k 2.0k 486.03
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $954k 12k 81.73
Oracle Corp Stock (ORCL) 0.2 $908k 13k 69.88
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $897k 18k 49.25
Walmart Stock (WMT) 0.2 $893k 7.3k 121.65
Sempra Stock (SRE) 0.2 $888k 5.9k 150.30
Automatic Data Processing Stock (ADP) 0.2 $885k 4.2k 210.11
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $872k 15k 57.97
Blackstone Stock (BX) 0.2 $864k 9.5k 91.21
Honeywell Intl Stock (HON) 0.2 $861k 5.0k 173.76
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $833k 8.2k 101.73
Pnc Finl Svcs Group Stock (PNC) 0.2 $821k 5.2k 157.76
Pioneer Nat Res Stock 0.2 $809k 3.6k 222.99
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $808k 20k 40.80
Metlife Stock (MET) 0.2 $762k 12k 62.80
Vulcan Matls Stock (VMC) 0.2 $738k 5.2k 142.06
Northrop Grumman Corp Stock (NOC) 0.2 $736k 1.5k 478.85
Wells Fargo Stock (WFC) 0.2 $735k 19k 39.16
Progressive Corp Stock (PGR) 0.2 $721k 6.2k 116.20
Ishares Russell 1000 Etf Etf (IWB) 0.2 $702k 3.4k 207.75
Vanguard S&p 500 Etf Etf (VOO) 0.2 $701k 2.0k 346.69
Qualys Stock (QLYS) 0.2 $694k 5.5k 126.14
International Business Machs Stock (IBM) 0.2 $681k 4.8k 141.20
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $669k 4.6k 144.93
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $669k 17k 38.98
Yum Brands Stock (YUM) 0.2 $656k 5.8k 113.46
American Intl Group Stock (AIG) 0.2 $643k 13k 51.09
Edison Intl Stock (EIX) 0.2 $630k 10k 63.25
Aon Plc Shs Cl A Stock (AON) 0.2 $623k 2.3k 269.58
Markel Corp Stock (MKL) 0.2 $621k 480.00 1293.75
T-mobile Us Stock (TMUS) 0.2 $621k 4.6k 134.56
Us Bancorp Del Stock (USB) 0.2 $604k 13k 46.03
American Express Stock (AXP) 0.2 $598k 4.3k 138.68
Bhp Group Adr (BHP) 0.2 $579k 10k 56.21
Ishares Russell 2000 Value Etf Etf (IWN) 0.2 $574k 4.2k 136.08
Blackrock Stock 0.1 $572k 939.00 609.16
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.1 $552k 8.2k 67.49
Vici Pptys Reit (VICI) 0.1 $537k 18k 29.78
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $528k 11k 47.66
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $527k 13k 41.66
Consolidated Edison Stock (ED) 0.1 $521k 5.5k 95.02
Dollar Gen Corp Stock (DG) 0.1 $521k 2.1k 245.52
M & T Bk Corp Stock (MTB) 0.1 $520k 3.3k 159.26
Chevron Corp Stock (CVX) 0.1 $519k 3.6k 144.77
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $505k 6.4k 79.18
Nvidia Corporation Stock (NVDA) 0.1 $488k 3.2k 151.51
Dupont De Nemours Stock (DD) 0.1 $475k 8.5k 55.58
Sysco Corp Stock (SYY) 0.1 $471k 5.6k 84.74
Icici Bank Adr (IBN) 0.1 $469k 27k 17.73
Church & Dwight Stock (CHD) 0.1 $468k 5.1k 92.65
Alcon Ag Ord Stock (ALC) 0.1 $467k 6.7k 69.85
Ecolab Stock (ECL) 0.1 $452k 2.9k 153.85
Hunt J B Trans Svcs Stock (JBHT) 0.1 $452k 2.9k 157.55
Kimberly-clark Corp Stock (KMB) 0.1 $448k 3.3k 135.22
Thermo Fisher Scientific Stock (TMO) 0.1 $437k 805.00 542.86
Shell Plc Spon Ads Adr (SHEL) 0.1 $435k 8.3k 52.23
Aecom Stock (ACM) 0.1 $435k 6.7k 65.25
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock 0.1 $431k 9.7k 44.46
Otis Worldwide Corp Stock (OTIS) 0.1 $429k 6.1k 70.75
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $423k 3.3k 128.18
Fortune Brands Home & Sec Stock (FBIN) 0.1 $421k 7.0k 59.89
Rio Tinto Adr (RIO) 0.1 $421k 6.9k 61.04
Mcdonalds Corp Stock (MCD) 0.1 $420k 1.7k 246.91
At&t Stock (T) 0.1 $415k 20k 20.97
Kraft Heinz Stock (KHC) 0.1 $411k 11k 38.18
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $409k 1.3k 326.16
Advance Auto Parts Stock (AAP) 0.1 $407k 2.4k 172.97
Carlyle Secured Lending Cef (CGBD) 0.1 $407k 32k 12.71
Elevance Health Stock (ELV) 0.1 $406k 842.00 482.19
Fair Isaac Corp Stock (FICO) 0.1 $401k 1.0k 401.00
International Flavors&fragranc Stock (IFF) 0.1 $397k 3.3k 119.00
Akamai Technologies Stock (AKAM) 0.1 $394k 4.3k 91.33
Colgate Palmolive Stock (CL) 0.1 $383k 4.8k 80.14
Electronic Arts Stock (EA) 0.1 $379k 3.1k 121.55
Ishares Russell 2000 Etf Etf (IWM) 0.1 $377k 2.2k 169.29
Chubb Stock (CB) 0.1 $372k 1.9k 196.51
Vanguard Value Index Fund Etf (VTV) 0.1 $371k 2.8k 131.89
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $368k 4.4k 83.18
Canadian Natl Ry Stock (CNI) 0.1 $366k 3.3k 112.51
Analog Devices Stock (ADI) 0.1 $365k 2.5k 146.23
Element Solutions Stock (ESI) 0.1 $365k 21k 17.80
Norfolk Southn Corp Stock (NSC) 0.1 $361k 1.6k 227.33
Steris Plc Shs Usd Stock (STE) 0.1 $360k 1.7k 206.19
Tesla Stock (TSLA) 0.1 $360k 534.00 674.16
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $358k 4.0k 90.45
Chesapeake Energy Corp Stock (EXE) 0.1 $355k 4.4k 81.05
Hubbell Stock (HUBB) 0.1 $354k 2.0k 178.79
Amn Healthcare Svcs Stock (AMN) 0.1 $349k 3.2k 109.78
Neurocrine Biosciences Stock (NBIX) 0.1 $348k 3.6k 97.51
Fox Factory Hldg Corp Stock (FOXF) 0.1 $343k 4.3k 80.52
P T Telekomunikasi Indonesia Adr (TLK) 0.1 $332k 12k 27.06
Keysight Technologies Stock (KEYS) 0.1 $332k 2.4k 137.76
Resmed Stock (RMD) 0.1 $330k 1.6k 209.66
Take-two Interactive Software Stock (TTWO) 0.1 $327k 2.7k 122.70
Raymond James Finl Stock (RJF) 0.1 $326k 3.6k 89.41
Activision Blizzard Stock 0.1 $326k 4.2k 77.82
Sensient Technologies Corp Stock (SXT) 0.1 $326k 4.1k 80.49
Sps Comm Stock (SPSC) 0.1 $323k 2.9k 113.10
Sun Cmntys Reit (SUI) 0.1 $316k 2.0k 159.19
Boston Properties Reit (BXP) 0.1 $316k 3.6k 89.01
Copart Stock (CPRT) 0.1 $316k 2.9k 108.63
Teledyne Technologies Stock (TDY) 0.1 $311k 829.00 375.15
Ishares Tips Bond Etf Etf (TIP) 0.1 $311k 2.7k 114.00
First Rep Bk San Francisco Cal Stock (FRCB) 0.1 $309k 2.1k 143.99
Idex Corp Stock (IEX) 0.1 $307k 1.7k 181.55
Charles Riv Labs Intl Stock (CRL) 0.1 $307k 1.4k 213.94
Paycom Software Stock (PAYC) 0.1 $306k 1.1k 280.22
Asbury Automotive Group Stock (ABG) 0.1 $305k 1.8k 169.16
Diageo Adr (DEO) 0.1 $303k 1.7k 174.14
Lilly Eli & Co Stock (LLY) 0.1 $302k 932.00 324.03
Masco Corp Stock (MAS) 0.1 $301k 5.9k 50.62
Carrier Global Corporation Stock (CARR) 0.1 $301k 8.4k 35.69
Corteva Stock (CTVA) 0.1 $301k 5.6k 54.15
Monolithic Pwr Sys Stock (MPWR) 0.1 $300k 780.00 384.62
Schwab Charles Corp Stock (SCHW) 0.1 $300k 4.8k 63.08
Hershey Stock (HSY) 0.1 $299k 1.4k 215.26
Clearbridge Dividend Strategy Esg Etf Etf (YLDE) 0.1 $298k 8.0k 37.23
Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $296k 3.7k 79.06
Mettler Toledo International Stock (MTD) 0.1 $295k 257.00 1147.86
Horizon Therapeutics Pub L Stock 0.1 $294k 3.7k 79.80
Entegris Stock (ENTG) 0.1 $293k 3.2k 92.08
Azenta Stock (AZTA) 0.1 $290k 4.0k 72.03
West Pharmaceutical Svsc Stock (WST) 0.1 $288k 953.00 302.20
Globant S A Stock (GLOB) 0.1 $285k 1.6k 174.21
Csx Corp Stock (CSX) 0.1 $282k 9.7k 29.02
Yeti Hldgs Stock (YETI) 0.1 $279k 6.5k 43.20
Eqt Corp Stock (EQT) 0.1 $278k 8.1k 34.43
Trimble Stock (TRMB) 0.1 $277k 4.8k 58.30
Pool Corp Stock (POOL) 0.1 $276k 786.00 351.14
Blackline Stock (BL) 0.1 $276k 4.2k 66.51
Cooper Cos Stock 0.1 $275k 877.00 313.57
Medtronic Stock (MDT) 0.1 $275k 3.1k 89.63
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $269k 1.4k 188.51
Ciena Corp Stock (CIEN) 0.1 $268k 5.9k 45.64
Generac Hldgs Stock (GNRC) 0.1 $267k 1.3k 210.90
Saia Stock (SAIA) 0.1 $267k 1.4k 187.90
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $266k 1.5k 175.58
Diodes Stock (DIOD) 0.1 $266k 4.1k 64.69
General Mls Stock (GIS) 0.1 $266k 3.5k 75.40
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $265k 1.3k 196.73
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $264k 58k 4.52
Alarm Com Hldgs Stock (ALRM) 0.1 $263k 4.3k 61.82
Wec Energy Group Stock (WEC) 0.1 $258k 2.6k 100.58
Allstate Corp Stock (ALL) 0.1 $258k 2.0k 126.97
Conocophillips Stock (COP) 0.1 $257k 2.9k 89.89
Lithia Mtrs Stock (LAD) 0.1 $257k 935.00 274.87
Williams Sonoma Stock (WSM) 0.1 $256k 2.3k 111.01
Livanova Stock (LIVN) 0.1 $256k 4.1k 62.48
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $253k 4.5k 56.32
Etsy Stock (ETSY) 0.1 $253k 3.5k 73.33
Skyworks Solutions Stock (SWKS) 0.1 $251k 2.7k 92.52
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.1 $249k 5.5k 45.61
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $247k 1.9k 127.19
Hdfc Bank Adr (HDB) 0.1 $246k 4.5k 54.95
Ambev Sa Adr (ABEV) 0.1 $246k 98k 2.51
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $245k 3.9k 63.55
Laboratory Corp Amer Hldgs Stock 0.1 $244k 1.0k 234.39
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $243k 640.00 379.69
Progyny Stock (PGNY) 0.1 $241k 8.3k 29.03
Caterpillar Stock (CAT) 0.1 $240k 1.3k 178.97
Revolve Group Inc Cl A Stock (RVLV) 0.1 $240k 9.3k 25.92
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $239k 29k 8.22
Five Below Stock (FIVE) 0.1 $236k 2.1k 113.35
Svb Financial Group Stock (SIVBQ) 0.1 $235k 596.00 394.30
Eaton Corp Stock (ETN) 0.1 $231k 1.8k 126.16
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.1 $229k 779.00 293.97
Boeing Stock (BA) 0.1 $228k 1.7k 136.85
Nxp Semiconductors N V Stock (NXPI) 0.1 $227k 1.5k 147.88
HP Stock (HPQ) 0.1 $225k 6.9k 32.73
Burlington Stores Stock (BURL) 0.1 $225k 1.6k 136.45
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $224k 3.4k 66.37
Seaworld Entmt Stock (PRKS) 0.1 $224k 5.1k 44.13
Palo Alto Networks Stock (PANW) 0.1 $222k 450.00 493.33
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.1 $221k 3.5k 62.96
Aercap Holdings Nv Stock (AER) 0.1 $221k 5.4k 40.90
Vertex Pharmaceuticals Stock (VRTX) 0.1 $219k 778.00 281.49
Dominion Energy Stock (D) 0.1 $217k 2.7k 79.72
Ishares Select Dividend Etf Etf (DVY) 0.1 $217k 1.8k 117.81
General Electric Stock (GE) 0.1 $216k 3.4k 63.53
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $214k 32k 6.64
Moodys Corp Stock (MCO) 0.1 $213k 783.00 272.03
Biogen Stock (BIIB) 0.1 $210k 1.0k 203.88
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.1 $210k 4.2k 49.94
Dow Stock (DOW) 0.1 $209k 4.0k 51.69
International Paper Stock (IP) 0.1 $208k 5.0k 41.75
Altair Engr Inc Com Cl A Stock (ALTR) 0.1 $206k 3.9k 52.59
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.1 $202k 1.6k 129.82
Humana Stock (HUM) 0.1 $202k 431.00 468.68
Ishares Msci Eafe Etf Etf (EFA) 0.1 $201k 3.2k 62.54
Bumble Inc Com Cl A Stock (BMBL) 0.1 $200k 7.1k 28.15
Hamilton Lane Inc Cl A Stock (HLNE) 0.1 $200k 3.0k 67.14
Olo Inc Cl A Stock (OLO) 0.0 $190k 19k 9.86
Duck Creek Technologies Stock 0.0 $167k 11k 14.83
Inmune Bio Stock (INMB) 0.0 $92k 10k 8.87
Gabelli Equity Tr Cef (GAB) 0.0 $92k 15k 6.13
Farfetch Ltd Ord Sh Cl A Stock (FTCHQ) 0.0 $86k 12k 7.19
Skylight Health Group Stock (SLHGF) 0.0 $5.0k 10k 0.50