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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)
Original 13F HR (0001696064-17-000001) filed in 2017.05.05
#
Name
Shares
Value ($)
%
Options
Notes
51 O REILLY AUTOMOTIVE INC NEW 3,340 924 0.55%
52 ALLERGAN PLC 4,763 916 0.54%
53 AMERICAN EXPRESS CO 12,398 903 0.53%
54 AMGEN INC 6,159 896 0.53%
55 BIOGEN INC 2,804 856 0.51%
56 RAYTHEON CO 5,614 834 0.49%
57 BLACKSTONE GROUP L P 30,510 810 0.48%
58 DOLLAR GEN CORP NEW 9,949 797 0.47%
59 BROADCOM LTD 4,482 792 0.47%
60 KIMBERLY CLARK CORP 6,809 789 0.47%
61 SCHLUMBERGER LTD 9,524 774 0.46%
62 NEXTERA ENERGY INC 6,698 769 0.45%
63 REGENERON PHARMACEUTICALS 1,899 756 0.45%
64 GARTNER INC 7,101 736 0.43%
65 TEXAS INSTRS INC 9,521 709 0.42%
66 SALESFORCE COM INC 9,500 700 0.41%
67 OPHTHOTECH CORP 17,946 699 0.41%
68 SPDR SER TR 7,993 685 0.40%
69 UNITED PARCEL SERVICE INC 5,812 676 0.40%
70 CHUBB LIMITED 5,319 674 0.40%
71 DELTA AIRLINES INC DEL 13,407 660 0.39%
72 MEDTRONIC PLC 8,686 656 0.39%
73 TIME WARNER INC 6,993 652 0.38%
74 HONEYWELL INTL INC 5,674 648 0.38%
75 Intuit Inc 3,217 628 0.37%
76 ISHARES TR 5,677 625 0.37%
77 CHEVRON CORP NEW 5,537 615 0.36%
78 COSTCO WHSL CORP NEW 3,993 606 0.36%
79 AMERICAN TOWER CORP NEW 5,517 592 0.35%
80 MCDONALDS CORP 4,852 585 0.35%
81 COHEN & STEERS LTD DUR PFD INC COM 24,474 582 0.34%
82 PPG INDS INC 5,805 570 0.34%
83 BLACKROCK INC 1,388 519 0.31%
84 SUNTRUST BKS INC 9,821 515 0.30%
85 ISHARES TR 5,096 504 0.30%
86 CHIPOTLE MEXICAN GRILL INC 1,169 480 0.28%
87 PRUDENTIAL FINL INC 4,663 470 0.28%
88 WAL-MART STORES INC 6,447 459 0.27%
89 MARKEL CORP 495 453 0.27%
90 Spectra Energy Corp Com 10,302 430 0.25%
91 ISHARES RUSSELL 1000 ETF 3,407 421 0.25%
92 VANGUARD INDEX FDS 5,255 421 0.25%
93 AUTOZONE INC 525 419 0.25%
94 SYSCO CORP 7,645 412 0.24%
95 WASTE MGMT INC DEL 5,840 409 0.24%
96 WEYERHAEUSER CO 12,530 401 0.24%
97 METLIFE INC 6,846 380 0.22%
98 QUALCOMM INC 5,532 378 0.22%
99 CISCO SYS INC 12,532 377 0.22%
100 BANK AMER CORP 18,075 377 0.22%
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