- New Purchases: 6D81, HUBB, RIO, HDS, MDY, CHRW, ADS, NRK, SMH, YETI, UHS, PRFT, ARGO, OXY, COT, CNMD, BXMT, AIN,
- Added Positions: MA, KMI, FB, CGBD, FDX, WRB, AON, GOOG, ACN, JNJ, PGR, VZ, IP, TRV, BIP, FOXA, SCHV, BAM, FMX, SAP, UTX, GM, SPY, BBVA, CSX, MMC, DGX, UNH, GRA, BUD, IWM, SCHA, SCHM, BRK.B, CSCO, GE, PXD, UPS, GWPH, DSL, VNQ, VO, VOO, VYM, AAP, ALGN, AIG, AVY, BAC, BLK, CVX, CHL, CTSH, DEO, EXAS, ITW, INTU, LFUS, LMT, MCD, MET, PNC, ROLL, RTN, RDS.A, SNY, TSM, WM, AGN, WMB, WLTW, VIA, JAZZ, AVGO, VRSK, EDF, FRC, MPC, BUI, OUT, TIP, VWO, ATVI, APD, ALB, ALXN, AJG, AZN, BP, BMRN, CRH, CVS, CTXS, STZ, CREE, DISCA, DLB, EOG, LLY, FE, FLR, FCX, HUM, INFO, IMGN, INFY, IONS, KB, LGF.B, MRO, MRVL, MAT, MBT, MS, NOV, NYCB, NVO, NUE, PPG, PHI, PHG, PVH, ROL, SWKS, LUV, STT, TXT, TOT, UN, UNP, VRTX, VMC, WAB, TX, QRTEA, TEL, BEP, BEAT, DISCK, LOGM, MTT, STWD, H, CEM, AMCX, MTDR, SPLK, PNR, FEYE, BABA, LBRDA, LBRDK, LSXMA, LSXMK, NGVT, LW, BHGE, EQH, DXJ, IVE, SPSB, XLE,
- Reduced Positions: LDP, ADP, NKE, SBUX, ORLY, DG, MRK, USB, BK, DGRO, MSFT, MMM, T, IBB, ENB, V, DOW, AAPL, KO, JPM, PFE, ANTM, DVY, VTI, ADBE, AXP, AMT, APC, BA, ECL, INTC, KMB, LOW, ORCL, RHT, STE, PSX, YUMC, VOT, BIIB, CMCSA, CPRT, EWBC, GIS, MKC, NVS, LIN, BKNG, SLB, SNPS, XLNX, RDS.B, QNST, DATA, PAYC, KEYS, ETSY, VOE, VTWO, AOS, AKAM, Y, AMP, ADSK, ITUB, BANR, ANIP, BYD, CBRE, CCMP, CE, CSFL, CPK, CHD, CI, CTAS, TPR, FIX, COO, CW, EGP, EQIX, EL, FBNC, F, FMS, GS, HMSY, HSC, HSIC, HSY, IEX, INDB, LLL, LII, LGND, MCS, MTZ, MMSI, MTD, MPWR, MOG.A, NVDA, NUAN, ASGN, OKE, POL, PEG, QCOM, RGEN, RTEC, RUTH, POOL, SKYW, SNA, SWX, SU, SNX, TS, TMO, TKR, UL, UCBI, URBN, WPP, WFTIQ, WAL, WDC, WY, WTFC, EBAY, CMG, DK, EBS, IPGP, G, VMW, TNET, SSNC, PRI, OAS, NXPI, RP, COR, STAG, EMO, HZNP, CHEF, VAC, HTA, CTR, FIVE, PANW, GLIBA, FOXF, FIVN, GRUB, WB, DNOW, BOOT, UPLD, RPD, PFGC, TRHC, NTNX, PUMP, NVT, CVET, SCHD, SCHG,
- Sold Out: TXRH, BX, MAS, APTS, ALRM, QTNA, ORBC, UVE, FLOT, PII, GIII, FRME, CLX, CPB, FOE, ECHO, ARRS, AMN,
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/portfolioportfolio
These are the top 5 holdings of YorkBridge Wealth Partners, LLC- WR Berkley Corp (WRB) - 146,316 shares, 4.37% of the total portfolio. Shares added by 2.20%
- Microsoft Corp (MSFT) - 61,211 shares, 3.72% of the total portfolio. Shares reduced by 2.02%
- Amazon.com Inc (AMZN) - 4,177 shares, 3.59% of the total portfolio. Shares reduced by 0.31%
- Apple Inc (AAPL) - 37,164 shares, 3.34% of the total portfolio. Shares reduced by 1.01%
- Visa Inc (V) - 24,429 shares, 1.92% of the total portfolio. Shares reduced by 2.1%
YorkBridge Wealth Partners, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $63.50. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,874 shares as of .
New Purchase: Hubbell Inc (HUBB)YorkBridge Wealth Partners, LLC initiated holding in Hubbell Inc. The purchase prices were between $114.54 and $130.4, with an estimated average price of $123.37. The stock is now traded at around $124.69. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,980 shares as of .
New Purchase: Rio Tinto PLC (RIO)YorkBridge Wealth Partners, LLC initiated holding in Rio Tinto PLC. The purchase prices were between $57.16 and $62.78, with an estimated average price of $59.93. The stock is now traded at around $60.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,549 shares as of .
New Purchase: HD Supply Holdings Inc (HDS)YorkBridge Wealth Partners, LLC initiated holding in HD Supply Holdings Inc. The purchase prices were between $39.35 and $47, with an estimated average price of $42.9. The stock is now traded at around $39.63. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,087 shares as of .
New Purchase: SPDR MidCap Trust Series I (MDY)YorkBridge Wealth Partners, LLC initiated holding in SPDR MidCap Trust Series I. The purchase prices were between $330.13 and $361.02, with an estimated average price of $349.42. The stock is now traded at around $353.31. The impact to a portfolio due to this purchase was 0.03%. The holding were 175 shares as of .
New Purchase: Nuveen New York AMT-Free Quality Municipal Income (NRK)YorkBridge Wealth Partners, LLC initiated holding in Nuveen New York AMT-Free Quality Municipal Income . The purchase prices were between $12.55 and $13.21, with an estimated average price of $12.93. The stock is now traded at around $13.20. The impact to a portfolio due to this purchase was 0.01%. The holding were 931 shares as of .
Added: Mastercard Inc (MA)YorkBridge Wealth Partners, LLC added to a holding in Mastercard Inc by 26.12%. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $275.61. The impact to a portfolio due to this purchase was 0.31%. The holding were 12,625 shares as of .
Added: Kinder Morgan Inc (KMI)YorkBridge Wealth Partners, LLC added to a holding in Kinder Morgan Inc by 1381.63%. The purchase prices were between $19.36 and $21.38, with an estimated average price of $20.15. The stock is now traded at around $20.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,520 shares as of .
Added: TCG BDC Inc (CGBD)YorkBridge Wealth Partners, LLC added to a holding in TCG BDC Inc by 33.14%. The purchase prices were between $14.6 and $15.51, with an estimated average price of $14.94. The stock is now traded at around $15.14. The impact to a portfolio due to this purchase was 0.1%. The holding were 56,650 shares as of .
Added: FedEx Corp (FDX)YorkBridge Wealth Partners, LLC added to a holding in FedEx Corp by 177.53%. The purchase prices were between $152.34 and $198.15, with an estimated average price of $175.21. The stock is now traded at around $165.45. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,840 shares as of .
Added: Aon PLC (AON)YorkBridge Wealth Partners, LLC added to a holding in Aon PLC by 48.42%. The purchase prices were between $172 and $193.52, with an estimated average price of $181.07. The stock is now traded at around $196.30. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,918 shares as of .
Added: Progressive Corp (PGR)YorkBridge Wealth Partners, LLC added to a holding in Progressive Corp by 33.69%. The purchase prices were between $71.53 and $83.34, with an estimated average price of $77.36. The stock is now traded at around $80.76. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,746 shares as of .
Sold Out: Texas Roadhouse Inc (TXRH)YorkBridge Wealth Partners, LLC sold out a holding in Texas Roadhouse Inc. The sale prices were between $51.26 and $62.84, with an estimated average price of $56.25.
Sold Out: Blackstone Group Inc (BX)YorkBridge Wealth Partners, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.
Sold Out: Masco Corp (MAS)YorkBridge Wealth Partners, LLC sold out a holding in Masco Corp. The sale prices were between $34.92 and $40.85, with an estimated average price of $38.56.
Sold Out: Preferred Apartment Communities Inc (APTS)YorkBridge Wealth Partners, LLC sold out a holding in Preferred Apartment Communities Inc. The sale prices were between $14.44 and $16.8, with an estimated average price of $15.57.
Sold Out: Clorox Co (CLX)YorkBridge Wealth Partners, LLC sold out a holding in Clorox Co. The sale prices were between $146.72 and $159.73, with an estimated average price of $152.72.
Sold Out: Universal Insurance Holdings Inc (UVE)YorkBridge Wealth Partners, LLC sold out a holding in Universal Insurance Holdings Inc. The sale prices were between $27.36 and $31.99, with an estimated average price of $29.27.
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