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
$1.34B
$228,000 0.06% of portfolio
10,255
Q4 2022 Reduced 12.37%
$5.05B
$248,000 0.06% of portfolio
2,629
Q4 2022 Reduced 3.91%
$86.7B
$213,000 0.05% of portfolio
767
Q4 2022 New
$31B
$203,000 0.05% of portfolio
4,043
Q4 2022 New
$17.5B
$206,000 0.05% of portfolio
4,093
Q4 2022 Reduced 7.04%
$41.9B
$211,000 0.05% of portfolio
2,774
Q4 2022 New
$60B
$202,000 0.05% of portfolio
650
Q4 2022 New
$0
$180,000 0.05% of portfolio
14,941
Q4 2022 Reduced 12.84%
$7.16B
$213,000 0.05% of portfolio
3,338
Q4 2022 Reduced 13.81%
$32.7B
$148,000 0.04% of portfolio
10,883
Q4 2022 Reduced 58.4%
$657M
$131,000 0.03% of portfolio
21,088
Q4 2022 Reduced 12.36%
$1.14B
$120,000 0.03% of portfolio
23,206
Q4 2022 New
$0
$82,000 0.02% of portfolio
15,000
Q2 2022 New
$89M
$65,000 0.02% of portfolio
10,369
Q2 2021 New
$6.77M
$63,000 0.02% of portfolio
13,489
Q4 2022 Reduced 11.51%

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
Track This Portfolio

Track York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email