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Holdings

YorkBridge Wealth Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Vertiv Holdings Co  Common10,883-18,185148,662,000148,423,0000.040.00 Hist 12/31/2022
ISHARES MSCI EAFE INDEX FUND EFAETF3,114-100204,403,000204,202,0000.05  Hist 12/31/2022
TRIMBLE INC. TRMBCommon4,093-658206,942,000206,665,0000.050.00 Hist 12/31/2022
MOODYS CORP /DE/ MCOCommon767-16213,702,000213,489,0000.050.00 Hist 12/31/2022
VERTEX PHARMACEUTICALS INC / MA VRTXCommon774-4223,516,000223,297,0000.060.00 Hist 12/31/2022
VANGUARD INDEX FDS MID CAP VOETF1,106-241225,340,000225,075,0000.06  Hist 12/31/2022
Floor & Decor Holdings, Inc. FNDCOM3,295-215229,431,000229,210,0000.060.00 Hist 12/31/2022
TAKE TWO INTERACTIVE SOFTWARE INC TTWOCommon2,281-384237,521,000237,194,0000.060.00 Hist 12/31/2022
T-Mobile US, Inc. TMUSCOM1,710-2,905239,400,000238,779,0000.060.00 Hist 12/31/2022
YETI Holdings, Inc. YETICommon5,828-630240,755,000240,476,0000.060.01 Hist 12/31/2022
MASCO CORP /DE/ MASCommon5,304-642247,538,000247,237,0000.06  Hist 12/31/2022
SUN COMMUNITIES INC SUICommon1,739-246248,677,000248,361,0000.06  Hist 12/31/2022
AMBEV S.A. ABEVSPONSORED ADR91,810-6,057249,723,000249,477,0000.06  Hist 12/31/2022
WILLIAMS SONOMA INC WSMCommon2,294-12263,626,000263,370,0000.070.00 Hist 12/31/2022
MONOLITHIC POWER SYSTEMS INC MPWRCommon752-28265,915,000265,615,0000.070.00 Hist 12/31/2022
Eaton Corp plc ETNSHS1,727-104271,053,000270,822,0000.07  Hist 12/31/2022
SAIA INC SAIACommon1,301-120272,794,000272,527,0000.070.00 Hist 12/31/2022
ALLSTATE CORP ALLCommon2,014-18273,098,000272,840,0000.070.00 Hist 12/31/2022
PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK TLKSPONSORED ADR11,541-729275,253,000274,921,0000.07  Hist 12/31/2022
FOX FACTORY HOLDING CORP FOXFCOM3,022-1,238275,697,000275,354,0000.070.01 Hist 12/31/2022
GENERAL ELECTRIC CO GEStock3,302-98276,675,000276,459,0000.07  Hist 12/31/2022
BIOGEN INC. BIIBCommon1,027-3284,397,000284,187,0000.070.00 Hist 12/31/2022
RESMED INC RMDCommon1,389-185289,093,000288,763,0000.070.00 Hist 12/31/2022
Otis Worldwide Corp OTISCOM3,704-2,360290,060,000289,631,0000.070.00 Hist 12/31/2022
HDFC BANK LTD HDBCommon4,238-239289,922,000289,676,0000.07  Hist 12/31/2022
iSHARES TRUST TIPCommon2,725-3290,049,000289,738,0000.07  Hist 12/31/2022
Blackstone Inc. BXStock3,996-5,477296,463,000295,599,0000.080.00 Hist 12/31/2022
DIODES INC /DEL/ DIODCOM3,926-186298,926,000298,660,0000.080.01 Hist 12/31/2022
ASBURY AUTOMOTIVE GROUP INC ABGCommon1,670-133299,348,000299,043,0000.080.01 Hist 12/31/2022
Booz Allen Hamilton Holding Corp BAHCommon2,903-1,055303,422,000303,064,0000.080.00 Hist 12/31/2022
SPS COMMERCE INC SPSCCommon2,377-479305,278,000304,955,0000.080.01 Hist 12/31/2022
RAYMOND JAMES FINANCIAL INC RJFCommon2,871-775306,766,000306,440,0000.080.00 Hist 12/31/2022
Paycom Software, Inc. PAYCCOM990-102307,207,000306,901,0000.080.00 Hist 12/31/2022
STERIS Ltd STECommon1,666-80307,694,000307,334,0000.08  Hist 12/31/2022
NEUROCRINE BIOSCIENCES INC NBIXCommon2,589-980309,230,000308,882,0000.080.00 Hist 12/31/2022
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