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Institutional Investment Manager
YORKBRIDGE WEALTH PARTNERS, LLC
YORKBRIDGE WEALTH PARTNERS, LLC (CIK: 0001696064). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 910 holdings with a total value of $169,386,000.
#
Name
Shares
Value ($)
%
Options
Notes
851 KIMBERLY CLARK CORP 6,809 789,000 0.47%
852 BROADCOM LTD 4,482 792,000 0.47%
853 DOLLAR GEN CORP NEW 9,949 797,000 0.47%
854 BLACKSTONE GROUP L P 30,510 810,000 0.48%
855 RAYTHEON CO 5,614 834,000 0.49%
856 BIOGEN INC 2,804 856,000 0.51%
857 AMGEN INC 6,159 896,000 0.53%
858 AMERICAN EXPRESS CO 12,398 903,000 0.53%
859 ALLERGAN PLC 4,763 916,000 0.54%
860 O REILLY AUTOMOTIVE INC NEW 3,340 924,000 0.55%
861 COCA COLA CO 22,395 930,000 0.55%
862 CITIGROUPINC 16,405 931,000 0.55%
863 DISNEY WALT CO 9,520 941,000 0.56%
864 DU PONT E I DE NEMOURS & CO 13,793 979,000 0.58%
865 ISHARES TR 5,552 995,000 0.59%
866 PALO ALTO NETWORKS INC 7,155 1,013,000 0.60%
867 PEPSICO INC 10,332 1,056,000 0.62%
868 ADOBE INC 10,307 1,082,000 0.64%
869 UNITED TECHNOLOGIES CORP 9,955 1,083,000 0.64%
870 CELGENE CORP 9,341 1,131,000 0.67%
871 ORACLE CORP 28,290 1,139,000 0.67%
872 MERCK & CO INC 18,409 1,145,000 0.68%
873 INTEL CORP 32,842 1,164,000 0.69%
874 ACCENTURE PLC IRELAND 9,826 1,186,000 0.70%
875 TRAVELERS COMPANIES INC 10,505 1,192,000 0.70%
876 ISHARES TR 9,853 1,200,000 0.71%
877 VANGUARD SPECIALIZED FUNDS 14,335 1,223,000 0.72%
878 NIKE INC 23,966 1,235,000 0.73%
879 NETFLIX INC 10,635 1,249,000 0.74%
880 TJX COS INC NEW 16,357 1,296,000 0.77%
881 UNITEDHEALTH GROUP INC 9,206 1,407,000 0.83%
882 AT&T INC 35,877 1,407,000 0.83%
883 COMCAST CORP NEW 21,856 1,512,000 0.89%
884 ISHARES TR 14,562 1,530,000 0.90%
885 PRICELINE GRP INC 1,015 1,545,000 0.91%
886 INTERNATIONAL BUSINESS MACHS 9,630 1,571,000 0.93%
887 JPMORGAN CHASE & CO 21,181 1,670,000 0.99%
888 BRISTOL MYERS SQUIBB CO 29,800 1,698,000 1.00%
889 BERKSHIRE HATHAWAY INC DEL 11,300 1,787,000 1.05%
890 PROCTER AND GAMBLE CO 21,610 1,804,000 1.07%
891 AUTOMATIC DATA PROCESSING IN 19,044 1,846,000 1.09%
892 WELLS FARGO & CO NEW 35,816 1,885,000 1.11%
893 VERIZON COMMUNICATIONS INC 37,226 1,886,000 1.11%
894 STARBUCKS CORP 34,284 1,969,000 1.16%
895 MASTERCARD INCORPORATED 19,580 2,070,000 1.22%
896 ALPHABET INC 2,767 2,108,000 1.24%
897 VISA INC 29,287 2,347,000 1.39%
898 MICROSOFT CORP 39,667 2,401,000 1.42%
899 PFIZER INC 76,206 2,415,000 1.43%
900 3M CO 14,556 2,525,000 1.49%
Page 18 of 19

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696064-17-000001, filed 2017.05.05).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.