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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 MORGAN STANLEY 5,406 234,000 0.12%
152 WPP PLC NEW 2,148 234,000 0.12%
153 VANGUARD INDEX FDS 1,731 233,000 0.12%
154 ABBOTT LABS 5,272 230,000 0.12%
155 CANADIAN NATL RY CO 3,099 229,000 0.12%
156 GILEAD SCIENCES INC 3,333 229,000 0.12%
157 CHECK POINT SOFTWARE TECH LT 2,171 227,000 0.12%
158 JOHNSON CTLS INTL PLC 5,481 227,000 0.12%
159 TE CONNECTIVITY LTD 2,956 224,000 0.12%
160 AKAMAI TECHNOLOGIES INC 3,579 224,000 0.12%
161 DUKE ENERGY CORP NEW 2,669 220,000 0.12%
162 BANCO BILBAO VIZCAYA ARGENTA 26,370 215,000 0.11%
163 BOEING CO 1,168 214,000 0.11%
164 CME GROUP INC 1,783 209,000 0.11%
165 WISDOMTREE TR 3,991 206,000 0.11%
166 ISHARES TR 3,170 204,000 0.11%
167 CATERPILLAR INC 1,987 202,000 0.11%
168 ISHARES TR 1,438 200,000 0.10%
169 VANGUARD WORLD FD 1,410 198,000 0.10%
170 PNC FINL SVCS GROUP INC 1,634 197,000 0.10%
171 SPDR SERIES TRUST 4,313 197,000 0.10%
172 EBAY INC 5,849 196,000 0.10%
173 GENERAL DYNAMICS CORP 987 192,000 0.10%
174 AETNA INC NEW 1,381 192,000 0.10%
175 HSBC HLDGS PLC 4,480 186,000 0.10%
176 CONOCOPHILLIPS 3,965 185,000 0.10%
177 CARNIVAL CORP 2,886 181,000 0.09%
178 ANADARKO PETE CORP 3,204 180,000 0.09%
179 MONSANTO CO NEW 1,534 179,000 0.09%
180 FRESENIUS MED CARE AG&CO KGA 3,864 176,000 0.09%
181 BP PLC 5,054 176,000 0.09%
182 VERTEX PHARMACEUTICALS INC 1,475 175,000 0.09%
183 TIFFANY & CO NEW 1,903 175,000 0.09%
184 ZIMMER BIOMET HLDGS INC 1,442 174,000 0.09%
185 HERSHEY CO 1,565 168,000 0.09%
186 SPDR GOLD TR 1,398 167,000 0.09%
187 MCKESSON CORP 1,175 164,000 0.09%
188 SELECT SECTOR SPDR TR 2,959 162,000 0.08%
189 ALLSTATE CORP 1,966 161,000 0.08%
190 L3 TECHNOLOGIES INC 948 160,000 0.08%
191 ITAU UNIBANCO HLDG SA 12,543 159,000 0.08%
192 ISHARES TR 1,533 159,000 0.08%
193 LOWES COS INC 1,841 157,000 0.08%
194 Oaktree Cap Grp Llc 3,390 157,000 0.08%
195 DOLLAR TREE INC 1,841 150,000 0.08%
196 GOLDMAN SACHS GROUP INC 640 144,000 0.08%
197 UNILEVER PLC 2,770 143,000 0.07%
198 FIFTH THIRD BANCORP 5,816 142,000 0.07%
199 AUTODESK INC 1,508 141,000 0.07%
200 MARATHON PETE CORP 2,737 141,000 0.07%
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.