York Bridge Wealth Partners, LLC Reduced Holdings in Q4 2022

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
WING
Wingstop Inc.

Consumer Cyclical
-686
- 22.87%
$113.36 - $167.23 $77.8K - $115K
2.31K $0
CRL
Charles River Laboratories International, Inc.

Healthcare
-173
- 10.59%
$197.11 - $250.07 $34.1K - $43.3K
1.46K $0
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-5.77K
- 9.71%
$4.37 - $6.04 $25.2K - $34.8K
53.6K $0
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.26K
- 40.8%
$51.47 - $71.8 $168K - $234K
4.73K $0
KEYS
Keysight Technologies, Inc.

Technology
-399
- 17.39%
$154.24 - $185.15 $61.5K - $73.9K
1.9K $0
T
At&T Inc.

Communication Services
-2.12K
- 10.57%
$14.76 - $19.3 $31.2K - $40.9K
17.9K $0
CHD
Church & Dwight CO Inc

Consumer Defensive
-384
- 8.54%
$70.54 - $83.06 $27.1K - $31.9K
4.12K $0
IEX
Idex Corp

Industrials
-213
- 12.69%
$197.11 - $242.01 $42K - $51.5K
1.47K $0
COP
Conocophillips

Energy
-50
- 1.73%
$109.97 - $135.25 $5.5K - $6.76K
2.85K $0
AKAM
Akamai Technologies Inc

Technology
-165
- 3.95%
$78.06 - $95.2 $12.9K - $15.7K
4.01K $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
-194
- 18.37%
$322.99 - $399.82 $62.7K - $77.6K
862 $0
MTD
Mettler Toledo International Inc

Healthcare
-20
- 7.69%
$1110.48 - $1514.38 $22.2K - $30.3K
240 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-39
- 4.99%
$381.59 - $481.65 $14.9K - $18.8K
742 $0
HLI
Houlihan Lokey, Inc.

Financial Services
-609
- 13.16%
$76.69 - $101.58 $46.7K - $61.9K
4.02K $0
SCHW
Schwab Charles Corp

Financial Services
-300
- 6.49%
$67.43 - $83.26 $20.2K - $25K
4.32K $0
MKC
Mccormick & CO Inc

Consumer Defensive
-146
- 3.25%
$72.41 - $86.6 $10.6K - $12.6K
4.35K $0
VGT
Vanguard Information Technolog

ETFs
-145
- 11.18%
$300.84 - $349.17 $43.6K - $50.6K
1.15K $0
CNI
Canadian National Railway CO

Industrials
-235
- 7.03%
$107.03 - $128.49 $25.2K - $30.2K
3.11K $0
NSC
Norfolk Southern Corp

Industrials
-32
- 2.02%
$204.87 - $258.37 $6.56K - $8.27K
1.56K $0
FIVE
Five Below, Inc

Consumer Cyclical
-291
- 10.99%
$131.21 - $187.48 $38.2K - $54.6K
2.36K $0
MFC
Manulife Financial Corp

Financial Services
-2.38K
- 9.19%
$15.31 - $18.14 $36.5K - $43.2K
23.5K $0
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
-333
- 8.25%
$62.39 - $113.8 $20.8K - $37.9K
3.7K $0
ALC
Alcon Inc

Healthcare
-729
- 10.42%
$56.51 - $71.71 $41.2K - $52.3K
6.27K $0
KMB
Kimberly Clark Corp

Consumer Defensive
-52
- 1.55%
$109.59 - $139.1 $5.7K - $7.23K
3.31K $0
WFC
Wells Fargo & Company

Financial Services
-6.91K
- 38.78%
$40.23 - $47.95 $278K - $331K
10.9K $0
SHEL
Shell PLC

Energy
-770
- 8.79%
$50.18 - $58.47 $38.6K - $45K
7.99K $0
RIO
Rio Tinto PLC

Basic Materials
-689
- 9.7%
$52.78 - $72.49 $36.4K - $49.9K
6.41K $0
HUBB
Hubbell Inc

Industrials
-10
- 0.5%
$212.45 - $259.0 $2.12K - $2.59K
1.98K $0
NVDA
Nvidia Corp

Technology
-220
- 6.19%
$112.27 - $180.72 $24.7K - $39.8K
3.33K $0
ED
Consolidated Edison Inc

Utilities
-250
- 4.56%
$80.96 - $98.49 $20.2K - $24.6K
5.23K $0
IBN
Icici Bank LTD

Financial Services
-2.3K
- 8.4%
$20.97 - $23.73 $48.2K - $54.6K
25.1K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.34K
- 8.9%
$38.25 - $43.54 $51.3K - $58.4K
13.7K $0
BHP
Bhp Group LTD

Basic Materials
-1.16K
- 10.97%
$47.53 - $63.98 $55K - $74K
9.39K $0
FMX
Mexican Economic Development Inc

Consumer Defensive
-819
- 9.75%
$62.7 - $80.07 $51.4K - $65.6K
7.58K $0
CVX
Chevron Corp

Energy
-815
- 19.05%
$151.73 - $188.05 $124K - $153K
3.46K $0
BLK
Black Rock Inc.

Financial Services
-40
- 4.32%
$530.32 - $774.75 $21.2K - $31K
886 $0
QLYS
Qualys, Inc.

Technology
-578
- 9.31%
$109.4 - $146.03 $63.2K - $84.4K
5.63K $0
AON
Aon PLC

Financial Services
-165
- 6.9%
$270.81 - $310.02 $44.7K - $51.2K
2.23K $0
ALGN
Align Technology Inc

Healthcare
-670
- 15.72%
$174.58 - $229.91 $117K - $154K
3.59K $0
PGR
Progressive Corp

Financial Services
-370
- 5.92%
$115.89 - $132.48 $42.9K - $49K
5.89K $0
NOC
Northrop Grumman Corp

Industrials
-150
- 9.42%
$464.19 - $549.01 $69.6K - $82.4K
1.44K $0
PEG
Public Service Enterprise Group Inc

Utilities
-4.88K
- 27.1%
$53.77 - $61.81 $262K - $302K
13.1K $0
NEAR
Blackrock Short Maturity Bond

ETFs
-892
- 5.11%
$49.01 - $49.3 $43.7K - $44K
16.6K $0
AIG
American International Group, Inc.

Financial Services
-1.1K
- 7.78%
$48.05 - $63.62 $52.6K - $69.7K
13K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.36K
- 20.77%
$146.0 - $168.12 $199K - $229K
5.2K $0
MET
Metlife Inc

Financial Services
-914
- 7.37%
$62.62 - $76.95 $57.2K - $70.3K
11.5K $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-730
- 6.1%
$60.28 - $83.2 $44K - $60.7K
11.2K $0
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-2.85K
- 5.28%
$17.78 - $19.49 $50.7K - $55.6K
51.2K $0
ADP
Automatic Data Processing Inc

Industrials
-79
- 1.88%
$225.59 - $269.9 $17.8K - $21.3K
4.12K $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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