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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.74B
$295,000 0.07% of portfolio
4,050
Q2 2020 New
$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%
$0
$290,000 0.07% of portfolio
2,725
Q3 2022 Reduced 0.11%
$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%
$0
$225,000 0.06% of portfolio
1,106
Q3 2022 Reduced 17.89%
$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%
$0
$222,000 0.06% of portfolio
3,375
Q4 2020 New
$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%
$0
$222,000 0.06% of portfolio
1,849
Q4 2022 New
$12.5B
$252,000 0.06% of portfolio
835
Q4 2022 Added 3.21%
$931M
$228,000 0.06% of portfolio
10,255
Q4 2022 Reduced 12.37%
$4.51B
$248,000 0.06% of portfolio
2,629
Q4 2022 Reduced 3.91%
$91.6B
$213,000 0.05% of portfolio
767
Q4 2022 New
$16.8B
$203,000 0.05% of portfolio
4,043
Q4 2022 New
$19.7B
$206,000 0.05% of portfolio
4,093
Q4 2022 Reduced 7.04%
$0
$204,000 0.05% of portfolio
3,114
Q4 2022 New
$67.1B
$211,000 0.05% of portfolio
2,774
Q4 2022 New
$54.6B
$202,000 0.05% of portfolio
650
Q4 2022 New
$0
$180,000 0.05% of portfolio
14,941
Q4 2022 Reduced 12.84%
$5.48B
$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%
$1.05B
$131,000 0.03% of portfolio
21,088
Q4 2022 Reduced 12.36%

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