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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Million 7.48% of portfolio
76,978
Q4 2022 Added 1.26%
$0
$15.1 Million 3.85% of portfolio
139,937
Q4 2022 Added 11.77%
$0
$15.1 Million 3.83% of portfolio
273,764
Q4 2022 Added 27.5%
$0
$3.89 Million 0.99% of portfolio
66,447
Q4 2022 Reduced 0.73%
$0
$3.29 Million 0.84% of portfolio
48,780
Q2 2021 Reduced 1.69%
$0
$3.09 Million 0.79% of portfolio
20,378
Q4 2022 Added 1.93%
$0
$3.02 Million 0.77% of portfolio
14,095
Q4 2022 Added 14.8%
$0
$3.02 Million 0.77% of portfolio
16,204
Q4 2022 Added 7.75%
$0
$2.71 Million 0.69% of portfolio
21,689
Q4 2022 Added 12.66%
$0
$2.42 Million 0.61% of portfolio
36,867
Q4 2022 Added 10.73%
$0
$2.41 Million 0.61% of portfolio
29,196
Q4 2022 Added 4.76%
$0
$2.21 Million 0.56% of portfolio
12,272
Q4 2022 Added 2.08%
$0
$1.5 Million 0.38% of portfolio
19,894
Q4 2022 Added 6.57%
$0
$1.45 Million 0.37% of portfolio
6,782
Q4 2022 Added 17.17%
$0
$1.34 Million 0.34% of portfolio
9,216
Q4 2022 Added 0.08%
$0
$1.05 Million 0.27% of portfolio
2,991
Q4 2022 Added 90.03%
$0
$816,000 0.21% of portfolio
16,577
Q4 2022 Reduced 5.11%
$0
$711,000 0.18% of portfolio
3,379
Q2 2022 Added 0.15%
$0
$725,000 0.18% of portfolio
4,783
Q3 2022 Added 3.62%
$0
$664,000 0.17% of portfolio
15,830
Q4 2022 Added 0.3%
$0
$556,000 0.14% of portfolio
13,745
Q4 2022 Reduced 8.9%
$0
$540,000 0.14% of portfolio
6,466
Q4 2022 Added 1.65%
$0
$500,000 0.13% of portfolio
12,847
Q4 2022 Added 19.06%
$0
$508,000 0.13% of portfolio
10,176
Q4 2022 Added 3.79%
$0
$482,000 0.12% of portfolio
2,526
Q4 2022 Added 67.17%
$0
$485,000 0.12% of portfolio
3,503
Q3 2022 Reduced 16.95%
$0
$448,000 0.11% of portfolio
3,300
Q3 2021 Reduced 1.79%
$0
$435,000 0.11% of portfolio
8,695
Q4 2022 Added 32.14%
$0
$399,000 0.1% of portfolio
5,997
Q4 2022 Added 46.88%
$0
$388,000 0.1% of portfolio
2,227
Q1 2022 Added 7.22%
$0
$367,000 0.09% of portfolio
1,152
Q4 2022 Reduced 11.18%
$0
$312,000 0.08% of portfolio
8,005
Q2 2022 Added 16.27%
$0
$316,000 0.08% of portfolio
5,800
Q3 2022 New
$0
$290,000 0.07% of portfolio
2,725
Q3 2022 Reduced 0.11%
$0
$225,000 0.06% of portfolio
1,106
Q3 2022 Reduced 17.89%
$0
$222,000 0.06% of portfolio
3,375
Q4 2020 New
$0
$222,000 0.06% of portfolio
1,849
Q4 2022 New
$0
$204,000 0.05% of portfolio
3,114
Q4 2022 New

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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