HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKLEY W R CORP COM |
146,316 | +50,872 | $9,647 |
| WRB | 146,316 | +50,872 | $9,647 |
| MICROSOFT CORP COM |
61,211 | -1,261 | $8,200 |
| MSFT | 61,211 | -1,261 | $8,200 |
| AMAZON COM INC COM |
4,177 | -13 | $7,910 |
| AMZN | 4,177 | -13 | $7,910 |
| APPLE INC COM |
37,164 | -380 | $7,355 |
| AAPL | 37,164 | -380 | $7,355 |
| VISA INC COM CL A |
24,429 | -523 | $4,240 |
| V | 24,429 | -523 | $4,240 |
| JOHNSON & JOHNSON COM |
30,137 | +1,163 | $4,197 |
| JNJ | 30,137 | +1,163 | $4,197 |
| ALPHABET INC CAP STK CL C |
3,854 | +160 | $4,166 |
| GOOG | 3,854 | +160 | $4,166 |
| ISHARES SHORT MATURITY BOND ETF (NEAR) |
81,415 | -14,857 | $4,098 |
| NEAR | 81,415 | -14,857 | $4,098 |
| PFIZER INC COM |
84,118 | -1,339 | $3,644 |
| PFE | 84,118 | -1,339 | $3,644 |
| FACEBOOK INC CL A |
18,334 | +1,403 | $3,538 |
| FB | 18,334 | +1,403 | $3,538 |
| MASTERCARD INC CL A |
12,625 | +2,615 | $3,340 |
| MA | 12,625 | +2,615 | $3,340 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$3,063 | ||
| BRK.B | 12,879 | +241 | $2,745 |
| BRK.A | 1 | UNCH | $318 |
| ACCENTURE PLC IRELAND SHS CLASS A |
15,353 | +891 | $2,837 |
| ACN | 15,353 | +891 | $2,837 |
| 3M CO COM |
15,961 | -478 | $2,767 |
| MMM | 15,961 | -478 | $2,767 |
| AUTOMATIC DATA PROCESSING INC COM |
16,721 | -2,400 | $2,764 |
| ADP | 16,721 | -2,400 | $2,764 |
| PROCTER AND GAMBLE CO COM |
25,041 | +112 | $2,746 |
| PG | 25,041 | +112 | $2,746 |
| ADOBE INC COM |
9,242 | -155 | $2,723 |
| ADBE | 9,242 | -155 | $2,723 |
| HOME DEPOT INC COM |
13,083 | -3 | $2,721 |
| HD | 13,083 | -3 | $2,721 |
| ZOETIS INC CL A |
22,349 | -47 | $2,536 |
| ZTS | 22,349 | -47 | $2,536 |
| EXXON MOBIL CORP COM |
30,972 | -22 | $2,373 |
| XOM | 30,972 | -22 | $2,373 |
| ALPHABET INC CAP STK CL A |
2,114 | UNCH | $2,289 |
| GOOGL | 2,114 | UNCH | $2,289 |
| JPMORGAN CHASE & CO COM |
19,583 | -726 | $2,189 |
| JPM | 19,583 | -726 | $2,189 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) |
18,600 | UNCH | $2,142 |
| VIG | 18,600 | UNCH | $2,142 |
| SPDR S&P 500 ETF (SPY) |
7,173 | +311 | $2,102 |
| SPY | 7,173 | +311 | $2,102 |
| UNITEDHEALTH GROUP INC COM |
8,564 | +247 | $2,090 |
| UNH | 8,564 | +247 | $2,090 |
| TRAVELERS COMPANIES INC COM |
13,913 | +681 | $2,080 |
| TRV | 13,913 | +681 | $2,080 |
| PAYPAL HLDGS INC COM |
17,740 | -106 | $2,031 |
| PYPL | 17,740 | -106 | $2,031 |
| ORACLE CORP COM |
34,200 | -889 | $1,948 |
| ORCL | 34,200 | -889 | $1,948 |
| COMCAST CORP NEW CL A |
45,239 | -476 | $1,913 |
| CMCSA | 45,239 | -476 | $1,913 |
| VERIZON COMMUNICATIONS INC COM |
33,409 | +2,567 | $1,909 |
| VZ | 33,409 | +2,567 | $1,909 |
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) |
11,857 | UNCH | $1,866 |
| IWF | 11,857 | UNCH | $1,866 |
| STARBUCKS CORP COM |
22,209 | -4,613 | $1,862 |
| SBUX | 22,209 | -4,613 | $1,862 |
| DOLLAR GEN CORP NEW COM |
13,009 | -2,277 | $1,758 |
| DG | 13,009 | -2,277 | $1,758 |
| SPDR S&P DIVIDEND ETF (SDY) |
17,399 | +14 | $1,755 |
| SDY | 17,399 | +14 | $1,755 |
| NIKE INC CL B |
20,622 | -4,221 | $1,731 |
| NKE | 20,622 | -4,221 | $1,731 |
| DISNEY WALT CO COM DISNEY |
12,329 | -8 | $1,722 |
| DIS | 12,329 | -8 | $1,722 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
9,499 | -70 | $1,703 |
| IVW | 9,499 | -70 | $1,703 |
| SCHWAB U.S. MID CAP ETF (SCHM) |
28,470 | +1,261 | $1,625 |
| SCHM | 28,470 | +1,261 | $1,625 |
| O REILLY AUTOMOTIVE INC NEW COM |
4,311 | -823 | $1,592 |
| ORLY | 4,311 | -823 | $1,592 |
| PEPSICO INC COM |
12,122 | -58 | $1,590 |
| PEP | 12,122 | -58 | $1,590 |
| NEXTERA ENERGY INC COM |
7,336 | +12 | $1,503 |
| NEE | 7,336 | +12 | $1,503 |
| UNITED TECHNOLOGIES CORP COM |
11,484 | +688 | $1,495 |
| UTX | 11,484 | +688 | $1,495 |
| GARTNER INC COM |
9,032 | +30 | $1,454 |
| IT | 9,032 | +30 | $1,454 |
| ALIGN TECHNOLOGY INC COM |
5,155 | +60 | $1,411 |
| ALGN | 5,155 | +60 | $1,411 |
| WELLS FARGO CO NEW COM |
29,654 | -63 | $1,403 |
| WFC | 29,654 | -63 | $1,403 |
| COCA COLA CO COM |
27,315 | -1,347 | $1,391 |
| KO | 27,315 | -1,347 | $1,391 |
| COHEN & STEERS LTD DUR PFD INC COM |
53,584 | -25,696 | $1,334 |
| LDP | 53,584 | -25,696 | $1,334 |
| AT&T INC COM |
37,419 | -3,420 | $1,254 |
| T | 37,419 | -3,420 | $1,254 |
| AMGEN INC COM |
6,765 | -29 | $1,247 |
| AMGN | 6,765 | -29 | $1,247 |
| CITIGROUP INC COM NEW |
17,705 | +84 | $1,240 |
| C | 17,705 | +84 | $1,240 |
See Full List: All Stocks Held By YorkBridge Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By YorkBridge Wealth Partners LLC
|
Size ($ in 1000's)
At 06/30/2019: $225,052 At 03/31/2019: $216,902 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 |
