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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.6B
$9.98 Million 2.54% of portfolio
137,444
Q4 2022 Reduced 1.93%
$198B
$6.23 Million 1.58% of portfolio
56,702
Q4 2022 Reduced 4.47%
$149B
$4.38 Million 1.11% of portfolio
85,512
Q4 2022 Reduced 1.65%
$81.9B
$3.39 Million 0.86% of portfolio
50,857
Q4 2022 Reduced 0.7%
$46.8B
$3.27 Million 0.83% of portfolio
10,192
Q1 2022 New
$53.1B
$3.26 Million 0.83% of portfolio
17,429
Q4 2022 Reduced 9.16%
$98.7B
$3.15 Million 0.8% of portfolio
44,209
Q4 2022 Reduced 9.93%
$187B
$3.16 Million 0.8% of portfolio
31,200
Q4 2022 Reduced 1.09%
$170B
$2.94 Million 0.75% of portfolio
29,124
Q4 2022 New
$38.3B
$2.83 Million 0.72% of portfolio
8,417
Q4 2022 Reduced 6.37%
$56.5B
$2.75 Million 0.7% of portfolio
14,662
Q4 2022 Reduced 2.92%
$76.3B
$2.56 Million 0.65% of portfolio
17,454
Q4 2022 Reduced 15.64%
$95.3B
$2.31 Million 0.59% of portfolio
19,760
Q4 2022 Reduced 5.1%
$18.1B
$2.19 Million 0.56% of portfolio
39,502
Q4 2022 Reduced 9.33%
$165B
$2.2 Million 0.56% of portfolio
63,008
Q4 2022 Added 3.22%
$141B
$2.12 Million 0.54% of portfolio
25,367
Q4 2022 Added 0.51%
$21B
$2.05 Million 0.52% of portfolio
10,138
Q4 2022 Added 68.01%
$93.7B
$1.76 Million 0.45% of portfolio
38,547
Q4 2022 Reduced 2.2%
$85.4B
$1.7 Million 0.43% of portfolio
8,032
Q4 2022 Added 4.42%
$139B
$1.69 Million 0.43% of portfolio
6,440
Q4 2022 Reduced 15.59%
$168B
$1.53 Million 0.39% of portfolio
38,864
Q4 2022 Reduced 0.97%
$177B
$1.5 Million 0.38% of portfolio
9,096
Q4 2022 Reduced 1.34%
$85.9B
$1.47 Million 0.37% of portfolio
37,661
Q4 2022 Added 2.34%
$140B
$1.44 Million 0.37% of portfolio
6,975
Q4 2022 Added 1.34%
$92B
$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%
$65.9B
$1.39 Million 0.35% of portfolio
42,134
Q4 2022 Reduced 3.67%
$99.1B
$1.36 Million 0.35% of portfolio
21,355
Q4 2022 Reduced 2.39%
$82.8B
$1.26 Million 0.32% of portfolio
8,036
Q4 2022 Added 0.1%
$64.7B
$1.26 Million 0.32% of portfolio
4,962
Q4 2022 Added 14.81%
$93.9B
$1.22 Million 0.31% of portfolio
2,189
Q4 2022 Added 1.77%
$71.4B
$1.16 Million 0.29% of portfolio
9,634
Q4 2022 Reduced 1.28%
$28.1B
$1.1 Million 0.28% of portfolio
8,723
Q4 2022 Reduced 16.86%
$152B
$1.05 Million 0.27% of portfolio
4,919
Q4 2022 Reduced 0.73%
$27.6B
$1.05 Million 0.27% of portfolio
6,769
Q4 2022 Added 5.27%
$34.2B
$979,000 0.25% of portfolio
5,591
Q4 2022 Added 0.68%
$122B
$984,000 0.25% of portfolio
4,121
Q4 2022 Reduced 1.88%
$82.3B
$925,000 0.24% of portfolio
35,010
Q4 2022 Added 3.94%
$55.4B
$820,000 0.21% of portfolio
12,974
Q4 2022 Reduced 7.78%
$77.9B
$821,000 0.21% of portfolio
5,202
Q4 2022 Reduced 20.77%
$65.3B
$830,000 0.21% of portfolio
11,481
Q4 2022 Reduced 7.37%
$72.2B
$787,000 0.2% of portfolio
1,443
Q4 2022 Reduced 9.42%
$42.1B
$804,000 0.2% of portfolio
13,124
Q4 2022 Reduced 27.1%
$140B
$763,000 0.19% of portfolio
5,885
Q4 2022 Reduced 5.92%
$38.2B
$740,000 0.19% of portfolio
5,782
Q2 2022 Reduced 1.87%
$16.3B
$757,000 0.19% of portfolio
3,591
Q4 2022 Reduced 15.72%
$30.5B
$680,000 0.17% of portfolio
10,697
Q4 2022 Added 0.11%
$197B
$685,000 0.17% of portfolio
4,868
Q3 2022 Added 0.93%
$74.3B
$668,000 0.17% of portfolio
2,226
Q4 2022 Reduced 6.9%

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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