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
$5.73B
$299,000 0.08% of portfolio
1,670
Q4 2022 Reduced 8.19%
$3.36B
$321,000 0.08% of portfolio
974
Q4 2022 Added 8.46%
$211B
$329,000 0.08% of portfolio
17,911
Q4 2022 Reduced 10.57%
$52.2B
$314,000 0.08% of portfolio
5,346
Q4 2022 Reduced 1.44%
$23.1B
$331,000 0.08% of portfolio
4,115
Q4 2022 Reduced 8.54%
$111B
$322,000 0.08% of portfolio
53,597
Q4 2022 Reduced 9.71%
$25.6B
$317,000 0.08% of portfolio
794
Q4 2022 Reduced 5.7%
$8.26B
$318,000 0.08% of portfolio
1,461
Q4 2022 Reduced 10.59%
$3.94B
$305,000 0.08% of portfolio
2,377
Q4 2022 Reduced 16.95%
$0
$315,000 0.08% of portfolio
4,121
Q4 2022 Reduced 2.76%
$12B
$280,000 0.07% of portfolio
3,082
Q4 2022 Added 6.75%
$56.3B
$273,000 0.07% of portfolio
2,014
Q4 2022 Reduced 0.89%
$20.2B
$284,000 0.07% of portfolio
1,027
Q4 2022 Reduced 0.29%
$13.6B
$256,000 0.07% of portfolio
1,416
Q4 2022 New
$18.3B
$266,000 0.07% of portfolio
1,133
Q4 2022 Added 14.33%
$13.5B
$263,000 0.07% of portfolio
2,294
Q4 2022 Reduced 4.1%
$36B
$290,000 0.07% of portfolio
3,704
Q4 2022 Reduced 41.06%
$24.7B
$269,000 0.07% of portfolio
1,147
Q4 2022 Added 9.66%
$1.2B
$275,000 0.07% of portfolio
3,022
Q4 2022 Reduced 43.47%
$131B
$289,000 0.07% of portfolio
4,238
Q4 2022 Reduced 8.78%
$2.6B
$295,000 0.07% of portfolio
1,759
Q4 2022 Reduced 12.31%
$19.1B
$275,000 0.07% of portfolio
11,541
Q4 2022 Reduced 9.4%
$132M
$275,000 0.07% of portfolio
2,256
Q4 2022 Added 2.55%
$7.85B
$272,000 0.07% of portfolio
1,301
Q4 2022 Reduced 0.99%
$139B
$271,000 0.07% of portfolio
1,727
Q4 2022 Reduced 4.59%
$2.17B
$278,000 0.07% of portfolio
8,939
Q4 2022 Reduced 11.5%
$39.7B
$289,000 0.07% of portfolio
1,389
Q4 2022 Reduced 4.47%
$39.8B
$265,000 0.07% of portfolio
752
Q4 2022 Reduced 3.09%
$308B
$276,000 0.07% of portfolio
3,302
Q4 2022 Reduced 0.75%
$34.5B
$250,000 0.06% of portfolio
91,810
Q4 2022 Reduced 9.59%
$40.1B
$237,000 0.06% of portfolio
2,281
Q4 2022 Reduced 15.67%
$1.78B
$224,000 0.06% of portfolio
6,540
Q4 2022 Reduced 13.07%
$102B
$223,000 0.06% of portfolio
774
Q4 2022 Reduced 0.26%
$2.84B
$227,000 0.06% of portfolio
4,599
Q4 2022 Reduced 12.75%
$33.9B
$240,000 0.06% of portfolio
2,565
Q4 2022 Reduced 1.84%
$11.9B
$217,000 0.06% of portfolio
3,313
Q4 2022 Added 5.71%
$8.77B
$229,000 0.06% of portfolio
3,295
Q4 2022 Added 0.15%
$3.12B
$240,000 0.06% of portfolio
5,828
Q4 2022 Reduced 28.12%
$22B
$244,000 0.06% of portfolio
1,915
Q4 2022 New
$30.5B
$217,000 0.06% of portfolio
1,467
Q4 2022 New
$6.53B
$226,000 0.06% of portfolio
2,010
Q4 2022 New
$123B
$245,000 0.06% of portfolio
3,163
Q4 2022 Reduced 3.01%
$6.6B
$234,000 0.06% of portfolio
278
Q4 2022 Reduced 4.47%
$16.7B
$247,000 0.06% of portfolio
5,304
Q4 2022 Reduced 7.01%
$5.63B
$232,000 0.06% of portfolio
2,210
Q4 2022 Reduced 12.02%
$314B
$239,000 0.06% of portfolio
1,710
Q4 2022 Reduced 55.85%
$16B
$248,000 0.06% of portfolio
1,739
Q4 2022 Reduced 8.47%
$103B
$219,000 0.06% of portfolio
2,216
Q4 2022 Reduced 41.58%
$12.5B
$252,000 0.06% of portfolio
835
Q4 2022 Added 3.21%

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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