York Bridge Wealth Partners, LLC Portfolio Holdings

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

York Bridge Wealth Partners, LLC has filed its 13F form on January 26, 2023 for Q4 2022 where it was disclosed a total value porftolio of $394 Million distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $29.4M, Apple Inc. with a value of $15.9M, Vanguard Whitehall Fds (Vangua with a value of $15.1M, Vanguard Russell 1000 Growth E with a value of $15.1M, and Microsoft Corp with a value of $13M.

Examining the 13F form we can see an increase of $5.71M in the current position value, from $388M to 394M.

Below you can find more details about York Bridge Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $394 Million
ETFs: $102 Billion
Technology: $70.1 Billion
Financial Services: $52.8 Billion
Healthcare: $50 Billion
Consumer Cyclical: $26.5 Billion
Consumer Defensive: $24.8 Billion
Communication Services: $23.9 Billion
Industrials: $16.8 Billion
Other: $26.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Million 7.48% of portfolio
76,978
Q4 2022 Added 1.26%
$3.34T
$15.9 Million 4.05% of portfolio
122,567
Q4 2022 Reduced 11.65%
$0
$15.1 Million 3.85% of portfolio
139,937
Q4 2022 Added 11.77%
$0
$15.1 Million 3.83% of portfolio
273,764
Q4 2022 Added 27.5%
$3.34T
$13 Million 3.32% of portfolio
54,406
Q4 2022 Reduced 7.88%
$21.5B
$9.98 Million 2.54% of portfolio
137,444
Q4 2022 Reduced 1.93%
$390B
$8.86 Million 2.25% of portfolio
50,136
Q4 2022 Reduced 1.95%
$1.89T
$8.66 Million 2.2% of portfolio
103,110
Q4 2022 Reduced 24.26%
$1.1T
$7.22 Million 1.83% of portfolio
81,334
Q4 2022 Reduced 9.09%
$458B
$7.2 Million 1.83% of portfolio
13,585
Q4 2022 Reduced 3.04%
$298B
$6.54 Million 1.66% of portfolio
22,186
Q4 2022 Reduced 2.94%
$475B
$6.38 Million 1.62% of portfolio
57,812
Q4 2022 Reduced 0.15%
$184B
$6.23 Million 1.58% of portfolio
56,702
Q4 2022 Reduced 4.47%
$452B
$5.82 Million 1.48% of portfolio
27,996
Q4 2022 Reduced 23.08%
$436B
$5.6 Million 1.42% of portfolio
16,110
Q4 2022 Reduced 23.61%
$240B
$4.52 Million 1.15% of portfolio
34,067
Q4 2022 Reduced 8.27%
$539B
$4.46 Million 1.13% of portfolio
14,443
Q4 2022 Reduced 0.49%
$194B
$4.4 Million 1.12% of portfolio
16,483
Q4 2022 Reduced 5.64%
$159B
$4.38 Million 1.11% of portfolio
85,512
Q4 2022 Reduced 1.65%
$359B
$4.31 Million 1.09% of portfolio
13,634
Q4 2022 Reduced 0.04%
$399B
$4.08 Million 1.04% of portfolio
26,944
Q4 2022 Reduced 2.45%
$0
$3.89 Million 0.99% of portfolio
66,447
Q4 2022 Reduced 0.73%
$583B
$3.76 Million 0.96% of portfolio
28,040
Q4 2022 Added 14.32%
$149B
$3.53 Million 0.9% of portfolio
9,076
Q4 2022 Added 19.91%
$93.8B
$3.39 Million 0.86% of portfolio
50,857
Q4 2022 Reduced 0.7%
$0
$3.29 Million 0.84% of portfolio
48,780
Q2 2021 Reduced 1.69%
$38.2B
$3.27 Million 0.83% of portfolio
10,192
Q1 2022 New
$51.6B
$3.26 Million 0.83% of portfolio
17,429
Q4 2022 Reduced 9.16%
$232B
$3.24 Million 0.82% of portfolio
17,939
Q4 2022 Reduced 0.81%
$337B
$3.17 Million 0.8% of portfolio
28,548
Q4 2022 Reduced 9.66%
$68.8B
$3.15 Million 0.8% of portfolio
44,209
Q4 2022 Reduced 9.93%
$158B
$3.16 Million 0.8% of portfolio
31,200
Q4 2022 Reduced 1.09%
$0
$3.09 Million 0.79% of portfolio
20,378
Q4 2022 Added 1.93%
$0
$3.02 Million 0.77% of portfolio
14,095
Q4 2022 Added 14.8%
$0
$3.02 Million 0.77% of portfolio
16,204
Q4 2022 Added 7.75%
$150B
$2.94 Million 0.75% of portfolio
29,124
Q4 2022 New
$35.7B
$2.83 Million 0.72% of portfolio
8,417
Q4 2022 Reduced 6.37%
$222B
$2.8 Million 0.71% of portfolio
5,084
Q4 2022 Added 516.99%
$49.5B
$2.75 Million 0.7% of portfolio
14,662
Q4 2022 Reduced 2.92%
$0
$2.71 Million 0.69% of portfolio
21,689
Q4 2022 Added 12.66%
$305B
$2.65 Million 0.67% of portfolio
16,416
Q4 2022 Reduced 2.4%
$80.4B
$2.56 Million 0.65% of portfolio
17,454
Q4 2022 Reduced 15.64%
$0
$2.42 Million 0.61% of portfolio
36,867
Q4 2022 Added 10.73%
$0
$2.41 Million 0.61% of portfolio
29,196
Q4 2022 Added 4.76%
$277B
$2.35 Million 0.6% of portfolio
36,974
Q4 2022 Added 1.26%
$122B
$2.31 Million 0.59% of portfolio
19,760
Q4 2022 Reduced 5.1%
$10.4B
$2.19 Million 0.56% of portfolio
39,502
Q4 2022 Reduced 9.33%
$375B
$2.2 Million 0.56% of portfolio
4,822
Q4 2022 Added 1.26%
$0
$2.21 Million 0.56% of portfolio
12,272
Q4 2022 Added 2.08%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $394 Million
  • Prior Value $388 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 26, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 14 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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