York Bridge Wealth Partners, LLC Purchases in Q4 2022

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
955
+ 1.26%
$357.63 - $407.42 $342K - $389K
77K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.7K
+ 11.77%
$96.14 - $113.15 $1.42M - $1.67M
140K $0
VONG
Vanguard Russell 1000 Growth E

ETFs
59K
+ 27.5%
$53.17 - $59.88 $3.14M - $3.54M
274K $0
JPM
Jpmorgan Chase & CO

Financial Services
3.51K
+ 14.32%
$101.96 - $137.84 $358K - $484K
28K $0
NOW
Service Now, Inc.

Technology
1.51K
+ 19.91%
$341.76 - $425.55 $515K - $641K
9.08K $0
VIG
Vanguard Dividend Appreciation

ETFs
385
+ 1.93%
$144.84 - $158.71 $55.8K - $61.1K
20.4K $0
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.17K
+ 7.75%
$88.74 - $201.72 $103K - $235K
16.2K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.82K
+ 14.8%
$207.03 - $232.89 $376K - $423K
14.1K $0
RTX
Raytheon Technologies Corp

Industrials
29.1K
New
$82.59 - $101.0 $2.41M - $2.94M
29.1K $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.26K
+ 516.99%
$484.71 - $571.37 $2.06M - $2.43M
5.08K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.57K
+ 10.73%
$61.05 - $69.94 $218K - $250K
36.9K $0
VNQ
Vanguard Specialized Funds Van

ETFs
1.33K
+ 4.76%
$76.14 - $88.09 $101K - $117K
29.2K $0
KO
Coca Cola CO

Consumer Defensive
461
+ 1.26%
$54.39 - $64.37 $25.1K - $29.7K
37K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
250
+ 2.08%
$165.84 - $193.83 $41.5K - $48.5K
12.3K $0
CMCSA
Comcast Corp

Communication Services
1.97K
+ 3.22%
$28.68 - $36.71 $56.4K - $72.2K
63K $0
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 1.26%
$452.99 - $539.25 $27.2K - $32.4K
4.82K $0
NEE
Nextera Energy Inc

Utilities
129
+ 0.51%
$70.64 - $87.15 $9.11K - $11.2K
25.4K $0
ILMN
Illumina, Inc.

Healthcare
4.1K
+ 68.01%
$187.24 - $242.74 $768K - $996K
10.1K $0
AMT
American Tower Corp

Real Estate
340
+ 4.42%
$185.4 - $223.6 $63K - $76K
8.03K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.23K
+ 6.57%
$67.16 - $79.06 $82.3K - $96.9K
19.9K $0
ENB
Enbridge Inc

Energy
860
+ 2.34%
$35.76 - $41.82 $30.8K - $36K
37.7K $0
VUG
Vanguard Growth ETF

ETFs
994
+ 17.17%
$208.44 - $233.81 $207K - $232K
6.78K $0
UNP
Union Pacific Corp

Industrials
92
+ 1.34%
$186.45 - $218.02 $17.2K - $20.1K
6.98K $0
UPS
United Parcel Service Inc

Industrials
81
+ 1.0%
$159.14 - $190.36 $12.9K - $15.4K
8.17K $0
IVE
Ishares S&P 500 Value ETF

ETFs
7
+ 0.08%
$129.68 - $151.79 $908 - $1.06K
9.22K $0
BDX
Becton Dickinson & CO

Healthcare
640
+ 14.81%
$218.29 - $256.91 $140K - $164K
4.96K $0
WM
Waste Management Inc

Industrials
8
+ 0.1%
$154.73 - $169.85 $1.24K - $1.36K
8.04K $0
SAP
Sap Se

Technology
799
+ 7.06%
$83.01 - $112.05 $66.3K - $89.5K
12.1K $0
AVGO
Broadcom Inc.

Technology
38
+ 1.77%
$427.1 - $574.44 $16.2K - $21.8K
2.19K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.42K
+ 90.03%
$327.64 - $374.54 $464K - $531K
2.99K $0
SRE
Sempra Energy

Utilities
339
+ 5.27%
$139.74 - $167.28 $47.4K - $56.7K
6.77K $0
VMC
Vulcan Materials CO

Basic Materials
38
+ 0.68%
$148.44 - $186.0 $5.64K - $7.07K
5.59K $0
INTC
Intel Corp

Technology
1.33K
+ 3.94%
$25.04 - $30.71 $33.2K - $40.8K
35K $0
PXD
Pioneer Natural Resources CO

Energy
35
+ 0.89%
$214.06 - $268.62 $7.49K - $9.4K
3.96K $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
613
+ 3.94%
$54.31 - $60.76 $33.3K - $37.2K
16.2K $0
EIX
Edison International

Utilities
12
+ 0.11%
$54.94 - $67.86 $659 - $814
10.7K $0
VEA
Vanguard Ftse Developed Market

ETFs
47
+ 0.3%
$36.19 - $43.78 $1.7K - $2.06K
15.8K $0
AVB
Avalonbay Communities Inc

Real Estate
3.77K
New
$158.98 - $188.16 $600K - $710K
3.77K $0
CHK
Chesapeake Energy Corp

Energy
1.51K
+ 32.3%
$93.63 - $104.1 $141K - $157K
6.18K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
105
+ 1.65%
$77.4 - $89.88 $8.13K - $9.44K
6.47K $0
DGRO
Ishares Core Dividend Growth E

ETFs
372
+ 3.79%
$44.53 - $52.33 $16.6K - $19.5K
10.2K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.06K
+ 19.06%
$35.32 - $40.67 $72.7K - $83.7K
12.8K $0
MCD
Mcdonalds Corp

Consumer Cyclical
118
+ 6.81%
$233.19 - $277.79 $27.5K - $32.8K
1.85K $0
VTI
Vanguard Total Stock Market Et

ETFs
1.02K
+ 67.17%
$179.3 - $204.18 $182K - $207K
2.53K $0
GM
General Motors CO

Consumer Cyclical
3.57K
+ 33.11%
$31.76 - $41.12 $113K - $147K
14.4K $0
EQT
Eqt Corp

Energy
6.87K
+ 93.29%
$33.5 - $45.34 $230K - $311K
14.2K $0
KHC
Kraft Heinz CO

Consumer Defensive
532
+ 4.94%
$33.03 - $40.96 $17.6K - $21.8K
11.3K $0
ADI
Analog Devices Inc

Technology
271
+ 10.86%
$136.73 - $175.49 $37.1K - $47.6K
2.77K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
2.12K
+ 32.14%
$44.03 - $52.21 $93.1K - $110K
8.7K $0
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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