YorkBridge Wealth Partners, LLC Buys iShares Short Maturity Bond, Raytheon Co, Autodesk Inc, Sells Apple Inc, Amazon.com Inc, O'Reilly Automotive Inc

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Apr 16, 2020
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Investment company YorkBridge Wealth Partners, LLC (Current Portfolio) buys iShares Short Maturity Bond, Raytheon Co, Autodesk Inc, Abbott Laboratories, Salesforce.com Inc, sells Apple Inc, Amazon.com Inc, O'Reilly Automotive Inc, Alphabet Inc, Booking Holdings Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, YorkBridge Wealth Partners, LLC. As of 2020Q1, YorkBridge Wealth Partners, LLC owns 154 stocks with a total value of $163 million. These are the details of the buys and sells.

For the details of YorkBridge Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/yorkbridge+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of YorkBridge Wealth Partners, LLC
  1. Microsoft Corp (MSFT) - 56,174 shares, 5.45% of the total portfolio. Shares reduced by 5.29%
  2. WR Berkley Corp (WRB) - 146,316 shares, 4.69% of the total portfolio.
  3. Apple Inc (AAPL) - 26,121 shares, 4.09% of the total portfolio. Shares reduced by 28.78%
  4. Amazon.com Inc (AMZN) - 2,518 shares, 3.02% of the total portfolio. Shares reduced by 29.63%
  5. Johnson & Johnson (JNJ) - 31,104 shares, 2.51% of the total portfolio. Shares reduced by 1.1%
New Purchase: iShares Short Maturity Bond (NEAR)

YorkBridge Wealth Partners, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.12. The impact to a portfolio due to this purchase was 0.97%. The holding were 32,514 shares as of .

New Purchase: Autodesk Inc (ADSK)

YorkBridge Wealth Partners, LLC initiated holding in Autodesk Inc. The purchase prices were between $136 and $210.76, with an estimated average price of $184.07. The stock is now traded at around $169.69. The impact to a portfolio due to this purchase was 0.56%. The holding were 5,826 shares as of .

New Purchase: iShares Edge MSCI Min Vol USA (USMV)

YorkBridge Wealth Partners, LLC initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $58.02. The impact to a portfolio due to this purchase was 0.22%. The holding were 6,660 shares as of .

New Purchase: Becton, Dickinson and Co (BDX)

YorkBridge Wealth Partners, LLC initiated holding in Becton, Dickinson and Co. The purchase prices were between $200.58 and $285.99, with an estimated average price of $253.86. The stock is now traded at around $256.51. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,243 shares as of .

New Purchase: Akamai Technologies Inc (AKAM)

YorkBridge Wealth Partners, LLC initiated holding in Akamai Technologies Inc. The purchase prices were between $80.05 and $102.56, with an estimated average price of $92.76. The stock is now traded at around $106.10. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,898 shares as of .

New Purchase: NVIDIA Corp (NVDA)

YorkBridge Wealth Partners, LLC initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $292.78. The impact to a portfolio due to this purchase was 0.14%. The holding were 865 shares as of .

Added: Raytheon Co (RTN)

YorkBridge Wealth Partners, LLC added to a holding in Raytheon Co by 412.65%. The purchase prices were between $112.61 and $232.31, with an estimated average price of $199.29. The stock is now traded at around $116.96. The impact to a portfolio due to this purchase was 0.85%. The holding were 16,702 shares as of .

Added: Abbott Laboratories (ABT)

YorkBridge Wealth Partners, LLC added to a holding in Abbott Laboratories by 53.42%. The purchase prices were between $62.82 and $91.86, with an estimated average price of $83.67. The stock is now traded at around $96.15. The impact to a portfolio due to this purchase was 0.53%. The holding were 31,197 shares as of .

Added: Salesforce.com Inc (CRM)

YorkBridge Wealth Partners, LLC added to a holding in Salesforce.com Inc by 61.37%. The purchase prices were between $124.3 and $193.36, with an estimated average price of $171.77. The stock is now traded at around $155.88. The impact to a portfolio due to this purchase was 0.38%. The holding were 11,294 shares as of .

Added: ServiceNow Inc (NOW)

YorkBridge Wealth Partners, LLC added to a holding in ServiceNow Inc by 64.47%. The purchase prices were between $254.7 and $357.72, with an estimated average price of $312.8. The stock is now traded at around $291.81. The impact to a portfolio due to this purchase was 0.36%. The holding were 5,194 shares as of .

Added: Walmart Inc (WMT)

YorkBridge Wealth Partners, LLC added to a holding in Walmart Inc by 27.48%. The purchase prices were between $104.05 and $122.58, with an estimated average price of $115.48. The stock is now traded at around $131.64. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,031 shares as of .

Added: Brookfield Asset Management Inc (BAM)

YorkBridge Wealth Partners, LLC added to a holding in Brookfield Asset Management Inc by 50.00%. The purchase prices were between $22.05 and $45.53, with an estimated average price of $38.6. The stock is now traded at around $32.67. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,497 shares as of .

Sold Out: O'Reilly Automotive Inc (ORLY)

YorkBridge Wealth Partners, LLC sold out a holding in O'Reilly Automotive Inc. The sale prices were between $260.92 and $441.07, with an estimated average price of $385.19.

Sold Out: Booking Holdings Inc (BKNG)

YorkBridge Wealth Partners, LLC sold out a holding in Booking Holdings Inc. The sale prices were between $1152.24 and $2086.9, with an estimated average price of $1767.55.

Sold Out: Anheuser-Busch InBev SA/NV (BUD)

YorkBridge Wealth Partners, LLC sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $35.18 and $83.45, with an estimated average price of $65.86.

Sold Out: Boeing Co (BA)

YorkBridge Wealth Partners, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

YorkBridge Wealth Partners, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $23.57 and $60.87, with an estimated average price of $48.26.

Sold Out: DuPont de Nemours Inc (DD)

YorkBridge Wealth Partners, LLC sold out a holding in DuPont de Nemours Inc. The sale prices were between $28.46 and $64.2, with an estimated average price of $49.25.



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