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 $50 Millions to $300 Millions
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