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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$175B
$1.53 Million 0.39% of portfolio
38,864
Q4 2022 Reduced 0.97%
$1.05T
$1.54 Million 0.39% of portfolio
17,480
Q3 2022 Added 1,990.91%
$177B
$1.5 Million 0.38% of portfolio
9,096
Q4 2022 Reduced 1.34%
$85.4B
$1.47 Million 0.37% of portfolio
37,661
Q4 2022 Added 2.34%
$145B
$1.44 Million 0.37% of portfolio
6,975
Q4 2022 Added 1.34%
$97.8B
$1.42 Million 0.36% of portfolio
8,166
Q4 2022 Added 1.0%
$120B
$1.37 Million 0.35% of portfolio
19,077
Q4 2022 Reduced 1.52%
$68.9B
$1.39 Million 0.35% of portfolio
42,134
Q4 2022 Reduced 3.67%
$98.2B
$1.36 Million 0.35% of portfolio
21,355
Q4 2022 Reduced 2.39%
$89.4B
$1.26 Million 0.32% of portfolio
8,036
Q4 2022 Added 0.1%
$267B
$1.25 Million 0.32% of portfolio
12,117
Q4 2022 Added 7.06%
$64.2B
$1.26 Million 0.32% of portfolio
4,962
Q4 2022 Added 14.81%
$236B
$1.22 Million 0.31% of portfolio
25,548
Q4 2022 Reduced 1.5%
$66.8B
$1.22 Million 0.31% of portfolio
2,189
Q4 2022 Added 1.77%
$71.7B
$1.16 Million 0.29% of portfolio
9,634
Q4 2022 Reduced 1.28%
$495B
$1.12 Million 0.28% of portfolio
13,680
Q4 2022 Reduced 0.94%
$154B
$1.05 Million 0.27% of portfolio
4,919
Q4 2022 Reduced 0.73%
$29B
$1.05 Million 0.27% of portfolio
6,769
Q4 2022 Added 5.27%
$229B
$1.06 Million 0.27% of portfolio
7,454
Q4 2022 Reduced 1.44%
$0
$973,000 0.25% of portfolio
51,209
Q4 2022 Reduced 5.28%
$37.1B
$979,000 0.25% of portfolio
5,591
Q4 2022 Added 0.68%
$124B
$984,000 0.25% of portfolio
4,121
Q4 2022 Reduced 1.88%
$100B
$925,000 0.24% of portfolio
35,010
Q4 2022 Added 3.94%
$0
$903,000 0.23% of portfolio
3,955
Q4 2022 Added 0.89%
$57.6B
$820,000 0.21% of portfolio
12,974
Q4 2022 Reduced 7.78%
$83.9B
$821,000 0.21% of portfolio
5,202
Q4 2022 Reduced 20.77%
$66.5B
$830,000 0.21% of portfolio
11,481
Q4 2022 Reduced 7.37%
$965B
$837,000 0.21% of portfolio
11,243
Q4 2022 Reduced 6.1%
$76B
$787,000 0.2% of portfolio
1,443
Q4 2022 Reduced 9.42%
$44.4B
$804,000 0.2% of portfolio
13,124
Q4 2022 Reduced 27.1%
$150B
$763,000 0.19% of portfolio
5,885
Q4 2022 Reduced 5.92%
$38B
$740,000 0.19% of portfolio
5,782
Q2 2022 Reduced 1.87%
$17.5B
$757,000 0.19% of portfolio
3,591
Q4 2022 Reduced 15.72%
$31.9B
$680,000 0.17% of portfolio
10,697
Q4 2022 Added 0.11%
$184B
$685,000 0.17% of portfolio
4,868
Q3 2022 Added 0.93%
$78.5B
$668,000 0.17% of portfolio
2,226
Q4 2022 Reduced 6.9%
$23.1B
$631,000 0.16% of portfolio
480
Q3 2019 Reduced 3.03%
$316B
$621,000 0.16% of portfolio
3,464
Q4 2022 Reduced 19.05%
$158B
$627,000 0.16% of portfolio
886
Q4 2022 Reduced 4.32%
$5.58B
$631,000 0.16% of portfolio
5,628
Q4 2022 Reduced 9.31%
$214B
$637,000 0.16% of portfolio
4,312
Q2 2022 Reduced 0.23%
$131B
$582,000 0.15% of portfolio
9,392
Q4 2022 Reduced 10.97%
$32.1B
$609,000 0.15% of portfolio
3,774
Q4 2022 New
$32.2B
$592,000 0.15% of portfolio
7,584
Q4 2022 Reduced 9.75%
$57.1B
$598,000 0.15% of portfolio
1,000
Q2 2017 New
$10.4B
$583,000 0.15% of portfolio
6,181
Q4 2022 Added 32.3%
$103B
$548,000 0.14% of portfolio
25,082
Q4 2022 Reduced 8.4%
$34.2B
$498,000 0.13% of portfolio
5,233
Q4 2022 Reduced 4.56%
$354B
$487,000 0.12% of portfolio
3,334
Q4 2022 Reduced 6.19%

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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