YorkBridge Wealth Partners

YorkBridge Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for YorkBridge Wealth Partners

YorkBridge Wealth Partners holds 256 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Trust Etf (SPY) 7.5 $29M 77k 382.43
Apple Stock (AAPL) 4.0 $16M 123k 129.93
Vanguard High Dividend Yield Index Etf Etf (VYM) 3.8 $15M 140k 108.21
Vanguard Russell 1000 Growth Etf Etf (VONG) 3.8 $15M 274k 55.12
Microsoft Corp Stock (MSFT) 3.3 $13M 54k 239.82
Berkley W R Corp Stock (WRB) 2.5 $10M 137k 72.57
Johnson & Johnson Stock (JNJ) 2.2 $8.9M 50k 176.65
Amazon Stock (AMZN) 2.2 $8.7M 103k 84.00
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.8 $7.2M 81k 88.73
Unitedhealth Group Stock (UNH) 1.8 $7.2M 14k 530.16
Netflix Stock (NFLX) 1.7 $6.5M 22k 294.88
Exxon Mobil Corp Stock (XOM) 1.6 $6.4M 58k 110.30
Abbott Labs Stock (ABT) 1.6 $6.2M 57k 109.79
Visa Inc Com Cl A Stock (V) 1.5 $5.8M 28k 207.76
Mastercard Incorporated Cl A Stock (MA) 1.4 $5.6M 16k 347.73
Salesforce Stock (CRM) 1.1 $4.5M 34k 132.59
Adobe Systems Incorporated Stock (ADBE) 1.1 $4.5M 13k 336.53
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $4.5M 14k 308.90
Accenture Plc Ireland Shs Class A Stock (ACN) 1.1 $4.4M 17k 266.84
Pfizer Stock (PFE) 1.1 $4.4M 86k 51.24
Home Depot Stock (HD) 1.1 $4.3M 14k 315.86
Procter And Gamble Stock (PG) 1.0 $4.1M 27k 151.56
Ishares S&p 500 Growth Etf Etf (IVW) 1.0 $3.9M 66k 58.50
Jpmorgan Chase & Co Stock (JPM) 1.0 $3.8M 28k 134.10
Servicenow Stock (NOW) 0.9 $3.5M 9.1k 388.27
Mondelez Intl Inc Cl A Stock (MDLZ) 0.9 $3.4M 51k 66.65
Ishares Russell Midcap Etf Etf (IWR) 0.8 $3.3M 49k 67.45
Lululemon Athletica Stock (LULU) 0.8 $3.3M 10k 320.38
Autodesk Stock (ADSK) 0.8 $3.3M 17k 186.87
Pepsico Stock (PEP) 0.8 $3.2M 18k 180.66
Merck & Co Stock (MRK) 0.8 $3.2M 29k 110.95
Philip Morris Intl Stock (PM) 0.8 $3.2M 31k 101.21
Paypal Hldgs Stock (PYPL) 0.8 $3.1M 44k 71.22
Vanguard Dividend Appreciation Etf Etf (VIG) 0.8 $3.1M 20k 151.86
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.8 $3.0M 16k 186.39
Ishares Russell 1000 Growth Etf Etf (IWF) 0.8 $3.0M 14k 214.25
Raytheon Technologies Corp Stock (RTX) 0.7 $2.9M 29k 100.92
Gartner Stock (IT) 0.7 $2.8M 8.4k 336.14
Thermo Fisher Scientific Stock (TMO) 0.7 $2.8M 5.1k 550.69
Travelers Companies Stock (TRV) 0.7 $2.7M 15k 187.49
Spdr S&p Dividend Etf Etf (SDY) 0.7 $2.7M 22k 125.11
Abbvie Stock (ABBV) 0.7 $2.7M 16k 161.61
Zoetis Inc Cl A Stock (ZTS) 0.6 $2.6M 18k 146.55
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.6 $2.4M 37k 65.61
Vanguard Real Estate Etf Etf (VNQ) 0.6 $2.4M 29k 82.48
Coca Cola Stock (KO) 0.6 $2.4M 37k 63.61
Nike Inc Cl B Stock (NKE) 0.6 $2.3M 20k 117.01
Vanguard Mid-cap Growth Etf Etf (VOT) 0.6 $2.2M 12k 179.76
Comcast Corp New Cl A Stock (CMCSA) 0.6 $2.2M 63k 34.97
Costco Whsl Corp Stock (COST) 0.6 $2.2M 4.8k 456.50
Docusign Stock (DOCU) 0.6 $2.2M 40k 55.42
Nextera Energy Stock (NEE) 0.5 $2.1M 25k 83.60
Airbnb Inc Com Cl A Stock (ABNB) 0.5 $2.1M 24k 85.50
Illumina Stock (ILMN) 0.5 $2.0M 10k 202.20
Meta Platforms Inc Cl A Stock (META) 0.5 $1.9M 16k 120.34
Linde Stock 0.5 $1.8M 5.5k 326.18
Altria Group Stock (MO) 0.4 $1.8M 39k 45.71
Morgan Stanley Stock (MS) 0.4 $1.7M 20k 85.02
Bank America Corp Stock (BAC) 0.4 $1.7M 52k 33.12
American Tower Corp Reit (AMT) 0.4 $1.7M 8.0k 211.86
Amgen Stock (AMGN) 0.4 $1.7M 6.4k 262.64
Disney Walt Stock (DIS) 0.4 $1.6M 18k 86.88
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $1.5M 18k 88.23
Verizon Communications Stock (VZ) 0.4 $1.5M 39k 39.40
Texas Instrs Stock (TXN) 0.4 $1.5M 9.1k 165.22
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $1.5M 20k 75.54
Enbridge Stock (ENB) 0.4 $1.5M 38k 39.10
Vanguard Growth Etf Etf (VUG) 0.4 $1.4M 6.8k 213.11
Union Pac Corp Stock (UNP) 0.4 $1.4M 7.0k 207.07
United Parcel Service Inc Cl B Stock (UPS) 0.4 $1.4M 8.2k 173.83
Williams Cos Stock (WMB) 0.4 $1.4M 42k 32.90
Bristol-myers Squibb Stock (BMY) 0.3 $1.4M 19k 71.95
Apollo Global Mgmt Stock (APO) 0.3 $1.4M 21k 63.79
Ishares S&p 500 Value Etf Etf (IVE) 0.3 $1.3M 9.2k 145.07
Becton Dickinson & Co Stock (BDX) 0.3 $1.3M 5.0k 254.30
Waste Mgmt Inc Del Stock (WM) 0.3 $1.3M 8.0k 156.88
Sap Se Adr (SAP) 0.3 $1.3M 12k 103.19
Broadcom Stock (AVGO) 0.3 $1.2M 2.2k 559.13
Cisco Sys Stock (CSCO) 0.3 $1.2M 26k 47.64
3M Stock (MMM) 0.3 $1.2M 9.6k 119.92
Oracle Corp Stock (ORCL) 0.3 $1.1M 14k 81.74
Ppg Inds Stock (PPG) 0.3 $1.1M 8.7k 125.74
Walmart Stock (WMT) 0.3 $1.1M 7.5k 141.78
Honeywell Intl Stock (HON) 0.3 $1.1M 4.9k 214.30
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.1M 3.0k 351.32
Sempra Stock (SRE) 0.3 $1.0M 6.8k 154.54
Automatic Data Processing Stock (ADP) 0.2 $984k 4.1k 238.86
Vulcan Matls Stock (VMC) 0.2 $979k 5.6k 175.11
Cohen & Steers Ltd Duration Pf Cef (LDP) 0.2 $974k 51k 19.02
Intel Corp Stock (INTC) 0.2 $925k 35k 26.43
Pioneer Nat Res Stock 0.2 $903k 4.0k 228.39
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $899k 16k 55.56
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $838k 11k 74.49
Metlife Stock (MET) 0.2 $831k 12k 72.37
Pnc Finl Svcs Group Stock (PNC) 0.2 $822k 5.2k 157.94
American Intl Group Stock (AIG) 0.2 $821k 13k 63.24
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $817k 17k 49.27
Public Svc Enterprise Grp Stock (PEG) 0.2 $804k 13k 61.27
Northrop Grumman Corp Stock (NOC) 0.2 $787k 1.4k 545.61
Progressive Corp Stock (PGR) 0.2 $763k 5.9k 129.71
Align Technology Stock (ALGN) 0.2 $757k 3.6k 210.90
Yum Brands Stock (YUM) 0.2 $741k 5.8k 128.08
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $725k 4.8k 151.65
Ishares Russell 1000 Etf Etf (IWB) 0.2 $711k 3.4k 210.52
International Business Machs Stock (IBM) 0.2 $686k 4.9k 140.90
Edison Intl Stock (EIX) 0.2 $681k 11k 63.62
Aon Plc Shs Cl A Stock (AON) 0.2 $668k 2.2k 300.14
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $664k 16k 41.97
American Express Stock (AXP) 0.2 $637k 4.3k 147.75
Markel Corp Stock (MKL) 0.2 $632k 480.00 1317.49
Qualys Stock (QLYS) 0.2 $632k 5.6k 112.23
Blackrock Stock 0.2 $628k 886.00 708.63
Chevron Corp Stock (CVX) 0.2 $622k 3.5k 179.49
Avalonbay Cmntys Reit (AVB) 0.2 $610k 3.8k 161.52
Fair Isaac Corp Stock (FICO) 0.2 $599k 1.0k 598.58
Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) 0.2 $593k 7.6k 78.12
Chesapeake Energy Corp Stock (EXE) 0.1 $583k 6.2k 94.37
Bhp Group Adr (BHP) 0.1 $583k 9.4k 62.05
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $557k 14k 40.51
Icici Bank Adr (IBN) 0.1 $549k 25k 21.89
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $541k 6.5k 83.60
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $509k 10k 50.00
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $501k 13k 38.98
Consolidated Edison Stock (ED) 0.1 $499k 5.2k 95.31
Mcdonalds Corp Stock (MCD) 0.1 $488k 1.9k 263.53
Nvidia Corporation Stock (NVDA) 0.1 $487k 3.3k 146.14
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $486k 3.5k 138.67
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $483k 2.5k 191.21
General Mtrs Stock (GM) 0.1 $483k 14k 33.64
Eqt Corp Stock (EQT) 0.1 $482k 14k 33.83
Hubbell Stock (HUBB) 0.1 $465k 2.0k 234.68
Kraft Heinz Stock (KHC) 0.1 $460k 11k 40.71
Carlyle Secured Lending Cef (CGBD) 0.1 $458k 32k 14.31
Rio Tinto Adr (RIO) 0.1 $457k 6.4k 71.20
Shell Plc Spon Ads Adr (SHEL) 0.1 $455k 8.0k 56.95
Analog Devices Stock (ADI) 0.1 $454k 2.8k 164.03
Wells Fargo Stock (WFC) 0.1 $450k 11k 41.29
Kimberly-clark Corp Stock (KMB) 0.1 $450k 3.3k 135.75
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $448k 3.3k 135.85
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $436k 8.7k 50.14
Chubb Stock (CB) 0.1 $434k 2.0k 220.60
Alcon Ag Ord Stock (ALC) 0.1 $430k 6.3k 68.55
Sysco Corp Stock (SYY) 0.1 $425k 5.6k 76.45
Horizon Therapeutics Pub L Stock 0.1 $421k 3.7k 113.80
Manulife Finl Corp Stock (MFC) 0.1 $420k 24k 17.84
Five Below Stock (FIVE) 0.1 $417k 2.4k 176.87
Fortune Brands Innovations Stock (FBIN) 0.1 $402k 7.0k 57.11
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $399k 6.0k 66.58
Ishares Russell 2000 Etf Etf (IWM) 0.1 $388k 2.2k 174.37
Norfolk Southn Corp Stock (NSC) 0.1 $383k 1.6k 246.42
Colgate Palmolive Stock (CL) 0.1 $377k 4.8k 78.79
Canadian Natl Ry Stock (CNI) 0.1 $370k 3.1k 118.88
Vanguard Information Technology Etf Etf (VGT) 0.1 $368k 1.2k 319.41
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $360k 4.3k 82.89
Schwab Charles Corp Stock (SCHW) 0.1 $360k 4.3k 83.26
Lilly Eli & Co Stock (LLY) 0.1 $353k 965.00 365.84
Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $350k 4.0k 87.16
Ulta Beauty Stock (ULTA) 0.1 $348k 742.00 469.07
Mettler Toledo International Stock (MTD) 0.1 $347k 240.00 1445.45
Deckers Outdoor Corp Stock (DECK) 0.1 $344k 862.00 399.16
Carrier Global Corporation Stock (CARR) 0.1 $344k 8.3k 41.25
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $338k 8.9k 38.00
Akamai Technologies Stock (AKAM) 0.1 $338k 4.0k 84.30
Conocophillips Stock (COP) 0.1 $336k 2.8k 118.00
Copart Stock (CPRT) 0.1 $336k 5.5k 60.89
Idex Corp Stock (IEX) 0.1 $335k 1.5k 228.33
Church & Dwight Stock (CHD) 0.1 $332k 4.1k 80.61
At&t Stock (T) 0.1 $330k 18k 18.41
Keysight Technologies Stock (KEYS) 0.1 $324k 1.9k 171.07
Dupont De Nemours Stock (DD) 0.1 $324k 4.7k 68.63
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $322k 54k 6.01
Cooper Cos Stock 0.1 $322k 974.00 330.67
Hershey Stock (HSY) 0.1 $322k 1.4k 231.57
Caterpillar Stock (CAT) 0.1 $321k 1.3k 239.56
Charles Riv Labs Intl Stock (CRL) 0.1 $318k 1.5k 217.90
Wingstop Stock (WING) 0.1 $318k 2.3k 137.62
Teledyne Technologies Stock (TDY) 0.1 $318k 794.00 399.91
Boeing Stock (BA) 0.1 $317k 1.7k 190.49
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $316k 5.8k 54.49
Activision Blizzard Stock 0.1 $316k 4.1k 76.55
Corteva Stock (CTVA) 0.1 $314k 5.3k 58.78
Clearbridge Dividend Strategy Esg Etf Etf (YLDE) 0.1 $313k 8.0k 39.04
Ciena Corp Stock (CIEN) 0.1 $310k 6.1k 50.98
Neurocrine Biosciences Stock (NBIX) 0.1 $309k 2.6k 119.44
Steris Plc Shs Usd Stock (STE) 0.1 $308k 1.7k 184.69
Paycom Software Stock (PAYC) 0.1 $307k 990.00 310.31
Raymond James Finl Stock (RJF) 0.1 $307k 2.9k 106.85
Sps Comm Stock (SPSC) 0.1 $305k 2.4k 128.43
Blackline Stock (BL) 0.1 $304k 4.5k 67.27
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $303k 2.9k 104.52
Csx Corp Stock (CSX) 0.1 $301k 9.7k 30.98
Asbury Automotive Group Stock (ABG) 0.1 $299k 1.7k 179.25
Diodes Stock (DIOD) 0.1 $299k 3.9k 76.14
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $298k 9.5k 31.46
Blackstone Stock (BX) 0.1 $297k 4.0k 74.19
Globant S A Stock (GLOB) 0.1 $296k 1.8k 168.16
Sensient Technologies Corp Stock (SXT) 0.1 $295k 4.1k 72.92
Otis Worldwide Corp Stock (OTIS) 0.1 $290k 3.7k 78.31
Ishares Tips Bond Etf Etf (TIP) 0.1 $290k 2.7k 106.44
Hdfc Bank Adr (HDB) 0.1 $290k 4.2k 68.41
Resmed Stock (RMD) 0.1 $289k 1.4k 208.13
Biogen Stock (BIIB) 0.1 $284k 1.0k 276.92
Skyworks Solutions Stock (SWKS) 0.1 $281k 3.1k 91.13
Progyny Stock (PGNY) 0.1 $278k 8.9k 31.15
General Electric Stock (GE) 0.1 $277k 3.3k 83.79
Fox Factory Hldg Corp Stock (FOXF) 0.1 $276k 3.0k 91.23
P T Telekomunikasi Indonesia Adr (TLK) 0.1 $275k 12k 23.85
First Rep Bk San Francisco Cal Stock (FRCB) 0.1 $275k 2.3k 121.89
Allstate Corp Stock (ALL) 0.1 $273k 2.0k 135.60
Saia Stock (SAIA) 0.1 $273k 1.3k 209.68
Eaton Corp Stock (ETN) 0.1 $271k 1.7k 156.95
Laboratory Corp Amer Hldgs Stock 0.1 $270k 1.1k 235.48
West Pharmaceutical Svsc Stock (WST) 0.1 $267k 1.1k 235.35
Monolithic Pwr Sys Stock (MPWR) 0.1 $266k 752.00 353.61
Williams Sonoma Stock (WSM) 0.1 $264k 2.3k 114.92
Avery Dennison Corp Stock (AVY) 0.1 $256k 1.4k 181.00
Pool Corp Stock (POOL) 0.1 $252k 835.00 302.33
Ambev Sa Adr (ABEV) 0.1 $250k 92k 2.72
Sun Cmntys Reit (SUI) 0.1 $249k 1.7k 143.00
Euronet Worldwide Stock (EEFT) 0.1 $248k 2.6k 94.38
Masco Corp Stock (MAS) 0.1 $248k 5.3k 46.67
Medtronic Stock (MDT) 0.1 $246k 3.2k 77.72
Zimmer Biomet Holdings Stock (ZBH) 0.1 $244k 1.9k 127.50
Yeti Hldgs Stock (YETI) 0.1 $241k 5.8k 41.31
Wec Energy Group Stock (WEC) 0.1 $241k 2.6k 93.76
T-mobile Us Stock (TMUS) 0.1 $239k 1.7k 140.00
Take-two Interactive Software Stock (TTWO) 0.1 $238k 2.3k 104.13
Oreilly Automotive Stock (ORLY) 0.1 $235k 278.00 844.03
Appfolio Inc Com Cl A Stock (APPF) 0.1 $233k 2.2k 105.38
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.1 $229k 3.3k 69.63
Revolve Group Inc Cl A Stock (RVLV) 0.1 $228k 10k 22.26
Alarm Com Hldgs Stock (ALRM) 0.1 $228k 4.6k 49.48
Choice Hotels Intl Stock (CHH) 0.1 $226k 2.0k 112.64
Vanguard Mid-cap Etf Etf (VO) 0.1 $225k 1.1k 203.74
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.1 $225k 6.5k 34.34
Vertex Pharmaceuticals Stock (VRTX) 0.1 $224k 774.00 288.78
Ishares Select Dividend Etf Etf (DVY) 0.1 $223k 1.8k 120.60
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $222k 3.4k 65.86
Starbucks Corp Stock (SBUX) 0.1 $220k 2.2k 99.20
Entegris Stock (ENTG) 0.1 $217k 3.3k 65.59
Emcor Group Stock (EME) 0.1 $217k 1.5k 148.11
Moodys Corp Stock (MCO) 0.1 $214k 767.00 278.62
Hamilton Lane Inc Cl A Stock (HLNE) 0.1 $213k 3.3k 63.88
Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) 0.1 $213k 32k 6.60
Amphenol Corp New Cl A Stock (APH) 0.1 $211k 2.8k 76.14
Trimble Stock (TRMB) 0.1 $207k 4.1k 50.56
Ishares Msci Eafe Etf Etf (EFA) 0.1 $204k 3.1k 65.64
Dow Stock (DOW) 0.1 $204k 4.0k 50.39
Ameriprise Finl Stock (AMP) 0.1 $202k 650.00 311.37
Duck Creek Technologies Stock 0.0 $180k 15k 12.05
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $149k 11k 13.66
Olo Inc Cl A Stock 0.0 $132k 21k 6.25
Olaplex Hldgs Stock (OLPX) 0.0 $121k 23k 5.21
Gabelli Equity Tr Cef (GAB) 0.0 $82k 15k 5.48
Inmune Bio Stock (INMB) 0.0 $66k 10k 6.34
Farfetch Ltd Ord Sh Cl A Stock (FTCHQ) 0.0 $64k 14k 4.73