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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 (2017Q1)
Portfolio Summary: 891 holdings with a total value of $191,137,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 FIRST REP BK SAN FRANCISCO C 29 3,000 0.00%
152 ISHARES TR 40 3,000 0.00%
153 EAGLE BANCORP INC MD 44 3,000 0.00%
154 ICU MED INC 17 3,000 0.00%
155 CENOVUS ENERGY INC 304 3,000 0.00%
156 NEWMONT CORP 80 3,000 0.00%
157 TUPPERWARE BRANDS CORP 36 3,000 0.00%
158 VERITIV CORP 49 3,000 0.00%
159 WINTRUST FINL CORP COM 40 3,000 0.00%
160 ISHARES 7-10 YEAR TREASURY BOND ETF 27 3,000 0.00%
161 ISHARES TR 40 3,000 0.00%
162 ISHARES TR 22 3,000 0.00%
163 TERADATA CORP DEL 100 3,000 0.00%
164 ISHARES TR 33 3,000 0.00%
165 Lloyds Banking Group Plc 824 3,000 0.00%
166 CNOOC LTD 25 3,000 0.00%
167 ISHARES TR 18 3,000 0.00%
168 HDFC BANK LTD 32 3,000 0.00%
169 TURKCELL ILETISIM HIZMETLERI 341 3,000 0.00%
170 REGIONS FINANCIAL CORP NEW 200 3,000 0.00%
171 NCR CORP NEW 69 3,000 0.00%
172 DCT Industrial Trust Inc 53 3,000 0.00%
173 LABORATORY CORP AMER HLDGS 25 4,000 0.00%
174 KOHLS 95 4,000 0.00%
175 WESTERN UN CO 184 4,000 0.00%
176 NIELSEN HLDGS PLC 87 4,000 0.00%
177 LUMEN TECHNOLOGIES INC 155 4,000 0.00%
178 CONDUENT INC 240 4,000 0.00%
179 FRANKLIN RESOURCES INC 92 4,000 0.00%
180 ISHARES TR 120 4,000 0.00%
181 JPMORGAN CHASE & CO 125 4,000 0.00%
182 SMITH & NEPHEW PLC 124 4,000 0.00%
183 OPEN TEXT CORP 106 4,000 0.00%
184 ARCHER DANIELS MIDLAND CO 100 4,000 0.00%
185 TELEFONICA S A 329 4,000 0.00%
186 AMERICAN WTR WKS CO INC NEW 50 4,000 0.00%
187 DOVER CORP 56 4,000 0.00%
188 COGNIZANT TECHNOLOGY SOLUTIO 63 4,000 0.00%
189 ISHARES TR 34 4,000 0.00%
190 DISCOVER FINL SVCS 67 4,000 0.00%
191 EnLink Midstream Partners LP 233 4,000 0.00%
192 HANCOCK JOHN INCOME SECS TR 250 4,000 0.00%
193 MICRON TECHNOLOGY INC 168 5,000 0.00%
194 TALLGRASS ENERGY PAR 97 5,000 0.00%
195 UBS GROUP AG 288 5,000 0.00%
196 BANCO BRADESCO S A 549 5,000 0.00%
197 ETFIS SER TR I 130 5,000 0.00%
198 BHP BILLITON LTD 132 5,000 0.00%
199 POTASH CORP SASK INC 306 5,000 0.00%
200 POWERSHARES ETF TR II 106 5,000 0.00%
Page 4 of 18

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696064-17-000002, 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.