Holdings Channel
Size ($ in 1000's)
At 06/30/2019: $225,052
At 03/31/2019: $216,902

YorkBridge Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from YorkBridge Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

YorkBridge Wealth Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKLEY W R CORP COM 146,316 +50,872 $9,647
     WRB146,316+50,872$9,647
MICROSOFT CORP COM 61,211 -1,261 $8,200
     MSFT61,211-1,261$8,200
AMAZON COM INC COM 4,177 -13 $7,910
     AMZN4,177-13$7,910
APPLE INC COM 37,164 -380 $7,355
     AAPL37,164-380$7,355
VISA INC COM CL A 24,429 -523 $4,240
     V24,429-523$4,240
JOHNSON & JOHNSON COM 30,137 +1,163 $4,197
     JNJ30,137+1,163$4,197
ALPHABET INC CAP STK CL C 3,854 +160 $4,166
     GOOG3,854+160$4,166
ISHARES SHORT MATURITY BOND ETF (NEAR) 81,415 -14,857 $4,098
     NEAR81,415-14,857$4,098
PFIZER INC COM 84,118 -1,339 $3,644
     PFE84,118-1,339$3,644
FACEBOOK INC CL A 18,334 +1,403 $3,538
     FB18,334+1,403$3,538
MASTERCARD INC CL A 12,625 +2,615 $3,340
     MA12,625+2,615$3,340
BERKSHIRE HATHAWAY INC DEL CL B NEW      $3,063
     BRK.B12,879+241$2,745
     BRK.A1UNCH$318
ACCENTURE PLC IRELAND SHS CLASS A 15,353 +891 $2,837
     ACN15,353+891$2,837
3M CO COM 15,961 -478 $2,767
     MMM15,961-478$2,767
AUTOMATIC DATA PROCESSING INC COM 16,721 -2,400 $2,764
     ADP16,721-2,400$2,764
PROCTER AND GAMBLE CO COM 25,041 +112 $2,746
     PG25,041+112$2,746
ADOBE INC COM 9,242 -155 $2,723
     ADBE9,242-155$2,723
HOME DEPOT INC COM 13,083 -3 $2,721
     HD13,083-3$2,721
ZOETIS INC CL A 22,349 -47 $2,536
     ZTS22,349-47$2,536
EXXON MOBIL CORP COM 30,972 -22 $2,373
     XOM30,972-22$2,373
ALPHABET INC CAP STK CL A 2,114 UNCH $2,289
     GOOGL2,114UNCH$2,289
JPMORGAN CHASE & CO COM 19,583 -726 $2,189
     JPM19,583-726$2,189
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 18,600 UNCH $2,142
     VIG18,600UNCH$2,142
SPDR S&P 500 ETF (SPY) 7,173 +311 $2,102
     SPY7,173+311$2,102
UNITEDHEALTH GROUP INC COM 8,564 +247 $2,090
     UNH8,564+247$2,090
TRAVELERS COMPANIES INC COM 13,913 +681 $2,080
     TRV13,913+681$2,080
PAYPAL HLDGS INC COM 17,740 -106 $2,031
     PYPL17,740-106$2,031
ORACLE CORP COM 34,200 -889 $1,948
     ORCL34,200-889$1,948
COMCAST CORP NEW CL A 45,239 -476 $1,913
     CMCSA45,239-476$1,913
VERIZON COMMUNICATIONS INC COM 33,409 +2,567 $1,909
     VZ33,409+2,567$1,909
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 11,857 UNCH $1,866
     IWF11,857UNCH$1,866
STARBUCKS CORP COM 22,209 -4,613 $1,862
     SBUX22,209-4,613$1,862
DOLLAR GEN CORP NEW COM 13,009 -2,277 $1,758
     DG13,009-2,277$1,758
SPDR S&P DIVIDEND ETF (SDY) 17,399 +14 $1,755
     SDY17,399+14$1,755
NIKE INC CL B 20,622 -4,221 $1,731
     NKE20,622-4,221$1,731
DISNEY WALT CO COM DISNEY 12,329 -8 $1,722
     DIS12,329-8$1,722
ISHARES S&P 500 GROWTH ETF (IVW) 9,499 -70 $1,703
     IVW9,499-70$1,703
SCHWAB U.S. MID CAP ETF (SCHM) 28,470 +1,261 $1,625
     SCHM28,470+1,261$1,625
O REILLY AUTOMOTIVE INC NEW COM 4,311 -823 $1,592
     ORLY4,311-823$1,592
PEPSICO INC COM 12,122 -58 $1,590
     PEP12,122-58$1,590
NEXTERA ENERGY INC COM 7,336 +12 $1,503
     NEE7,336+12$1,503
UNITED TECHNOLOGIES CORP COM 11,484 +688 $1,495
     UTX11,484+688$1,495
GARTNER INC COM 9,032 +30 $1,454
     IT9,032+30$1,454
ALIGN TECHNOLOGY INC COM 5,155 +60 $1,411
     ALGN5,155+60$1,411
WELLS FARGO CO NEW COM 29,654 -63 $1,403
     WFC29,654-63$1,403
COCA COLA CO COM 27,315 -1,347 $1,391
     KO27,315-1,347$1,391
COHEN & STEERS LTD DUR PFD INC COM 53,584 -25,696 $1,334
     LDP53,584-25,696$1,334
AT&T INC COM 37,419 -3,420 $1,254
     T37,419-3,420$1,254
AMGEN INC COM 6,765 -29 $1,247
     AMGN6,765-29$1,247
CITIGROUP INC COM NEW 17,705 +84 $1,240
     C17,705+84$1,240

See Full List: All Stocks Held By YorkBridge Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By YorkBridge Wealth Partners LLC

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