Holdings Channel
Size ($ in 1000's)
At 12/31/2019: $218,173
At 09/30/2019: $198,478

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  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC COM 36,675 -149 $10,770
     AAPL36,675-149$10,770
BERKLEY W R CORP COM 146,316 UNCH $10,110
     WRB146,316UNCH$10,110
MICROSOFT CORP COM 59,309 -482 $9,353
     MSFT59,309-482$9,353
AMAZON COM INC COM 3,578 -434 $6,612
     AMZN3,578-434$6,612
ALPHABET INC CAP STK CL C 4,004 +45 $5,353
     GOOG4,004+45$5,353
VISA INC COM CL A 25,281 +224 $4,750
     V25,281+224$4,750
JOHNSON & JOHNSON COM 31,451 +122 $4,588
     JNJ31,451+122$4,588
FACEBOOK INC CL A 19,266 -739 $3,954
     FB19,266-739$3,954
MASTERCARD INC CL A 12,640 -317 $3,774
     MA12,640-317$3,774
BERKSHIRE HATHAWAY INC DEL CL B NEW      $3,399
     BRK.B13,504-213$3,059
     BRK.A1UNCH$340
ACCENTURE PLC IRELAND SHS CLASS A 15,919 +106 $3,352
     ACN15,919+106$3,352
ZOETIS INC CL A 24,433 +1,021 $3,234
     ZTS24,433+1,021$3,234
ISHARES SHORT MATURITY BOND ETF (NEAR) 63,683 -26,287 $3,200
     NEAR63,683-26,287$3,200
ADOBE INC COM 9,565 +15 $3,155
     ADBE9,565+15$3,155
ISHARES S&P 500 GROWTH ETF (IVW) 16,180 +5,143 $3,133
     IVW16,180+5,143$3,133
PFIZER INC COM 78,619 -4,959 $3,080
     PFE78,619-4,959$3,080
ISHARES RUSSELL MID CAP ETF (IWR) 49,720 +17,432 $2,964
     IWR49,720+17,432$2,964
ALPHABET INC CAP STK CL A 2,155 +2 $2,886
     GOOGL2,155+2$2,886
AUTOMATIC DATA PROCESSING INC COM 16,843 -46 $2,872
     ADP16,843-46$2,872
PROCTER & GAMBLE CO COM 22,141 -1,092 $2,765
     PG22,141-1,092$2,765
HOME DEPOT INC COM 12,541 -28 $2,739
     HD12,541-28$2,739
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 20,294 +1,693 $2,530
     VIG20,294+1,693$2,530
3M CO COM 13,381 -81 $2,361
     MMM13,381-81$2,361
JPMORGAN CHASE & CO COM 15,925 -1,148 $2,220
     JPM15,925-1,148$2,220
NIKE INC CL B 21,222 +115 $2,150
     NKE21,222+115$2,150
UNITEDHEALTH GROUP INC COM 7,268 -326 $2,137
     UNH7,268-326$2,137
PAYPAL HLDGS INC COM 19,507 +217 $2,110
     PYPL19,507+217$2,110
SCHWAB U.S. MID CAP ETF (SCHM) 34,644 +1,402 $2,084
     SCHM34,644+1,402$2,084
COMCAST CORP NEW CL A 46,316 +2,272 $2,083
     CMCSA46,316+2,272$2,083
DOLLAR GEN CORP NEW COM 13,340 +79 $2,081
     DG13,340+79$2,081
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 11,749 -8 $2,067
     IWF11,749-8$2,067
EXXON MOBIL CORP COM 28,504 -1,450 $1,989
     XOM28,504-1,450$1,989
VERIZON COMMUNICATIONS INC COM 32,323 +1,110 $1,985
     VZ32,323+1,110$1,985
DISNEY WALT CO COM DISNEY 13,652 +281 $1,974
     DIS13,652+281$1,974
SPDR S&P DIVIDEND ETF (SDY) 17,995 +132 $1,936
     SDY17,995+132$1,936
O REILLY AUTOMOTIVE INC NEW COM 4,392 +35 $1,925
     ORLY4,392+35$1,925
UNITED TECHNOLOGIES CORP COM 11,959 -683 $1,791
     UTX11,959-683$1,791
SPDR S&P 500 ETF (SPY) 5,522 -1,695 $1,777
     SPY5,522-1,695$1,777
ABBOTT LABS COM 20,334 +15,669 $1,766
     ABT20,334+15,669$1,766
PEPSICO INC COM 12,639 -199 $1,727
     PEP12,639-199$1,727
TRAVELERS COMPANIES INC COM 11,650 -854 $1,595
     TRV11,650-854$1,595
WELLS FARGO CO NEW COM 28,865 -2,028 $1,553
     WFC28,865-2,028$1,553
AMGEN INC COM 6,375 +85 $1,537
     AMGN6,375+85$1,537
COHEN & STEERS LTD DUR PFD INC COM 58,476 +5,450 $1,533
     LDP58,476+5,450$1,533
AT&T INC COM 39,207 +5,298 $1,532
     T39,207+5,298$1,532
COCA COLA CO COM 27,481 +854 $1,521
     KO27,481+854$1,521
GARTNER INC COM 9,743 +126 $1,501
     IT9,743+126$1,501
SCHWAB U.S. SMALL CAP ETF (SCHA) 19,216 +536 $1,453
     SCHA19,216+536$1,453
ALIGN TECHNOLOGY INC COM 5,191 -14 $1,448
     ALGN5,191-14$1,448
AMERICAN TOWER CORP NEW COM 6,198 +128 $1,424
     AMT6,198+128$1,424

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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