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
$35.1B
$740,000 0.19% of portfolio
5,782
Q2 2022 Reduced 1.87%
$16.6B
$757,000 0.19% of portfolio
3,591
Q4 2022 Reduced 15.72%
$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%
$24.8B
$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%
$72.3B
$668,000 0.17% of portfolio
2,226
Q4 2022 Reduced 6.9%
$0
$664,000 0.17% of portfolio
15,830
Q4 2022 Added 0.3%
$22.5B
$631,000 0.16% of portfolio
480
Q3 2019 Reduced 3.03%
$300B
$621,000 0.16% of portfolio
3,464
Q4 2022 Reduced 19.05%
$144B
$627,000 0.16% of portfolio
886
Q4 2022 Reduced 4.32%
$5.14B
$631,000 0.16% of portfolio
5,628
Q4 2022 Reduced 9.31%
$219B
$637,000 0.16% of portfolio
4,312
Q2 2022 Reduced 0.23%
$123B
$582,000 0.15% of portfolio
9,392
Q4 2022 Reduced 10.97%
$29.5B
$609,000 0.15% of portfolio
3,774
Q4 2022 New
$29.4B
$592,000 0.15% of portfolio
7,584
Q4 2022 Reduced 9.75%
$10.4B
$583,000 0.15% of portfolio
6,181
Q4 2022 Added 32.3%
$99.4B
$548,000 0.14% of portfolio
25,082
Q4 2022 Reduced 8.4%
$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%
$31.3B
$498,000 0.13% of portfolio
5,233
Q4 2022 Reduced 4.56%
$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%
$339B
$487,000 0.12% of portfolio
3,334
Q4 2022 Reduced 6.19%
$34.9B
$459,000 0.12% of portfolio
11,298
Q4 2022 Added 4.94%
$208B
$487,000 0.12% of portfolio
1,851
Q4 2022 Added 6.81%
$0
$482,000 0.12% of portfolio
2,526
Q4 2022 Added 67.17%
$70.8B
$482,000 0.12% of portfolio
14,353
Q4 2022 Added 33.11%
$0
$485,000 0.12% of portfolio
3,503
Q3 2022 Reduced 16.95%
$22.6B
$464,000 0.12% of portfolio
1,980
Q4 2022 Reduced 0.5%
$109B
$453,000 0.12% of portfolio
2,767
Q4 2022 Added 10.86%
$18B
$481,000 0.12% of portfolio
14,234
Q4 2022 Added 93.29%
$0
$458,000 0.12% of portfolio
32,025
Q2 2022 Reduced 4.12%
$95.4B
$456,000 0.12% of portfolio
6,411
Q4 2022 Reduced 9.7%
$231B
$454,000 0.12% of portfolio
7,989
Q4 2022 Reduced 8.79%
$40.9B
$429,000 0.11% of portfolio
6,269
Q4 2022 Reduced 10.42%
$0
$448,000 0.11% of portfolio
3,300
Q3 2021 Reduced 1.79%
$107B
$434,000 0.11% of portfolio
1,968
Q3 2022 Added 3.96%
$266B
$450,000 0.11% of portfolio
10,905
Q4 2022 Reduced 38.78%
$37.3B
$424,000 0.11% of portfolio
5,558
Q4 2020 Reduced 0.68%
$5.73B
$417,000 0.11% of portfolio
2,358
Q4 2022 Reduced 10.99%
$56.3B
$419,000 0.11% of portfolio
23,536
Q4 2022 Reduced 9.19%
$0
$421,000 0.11% of portfolio
3,702
Q4 2022 Reduced 8.25%
$0
$435,000 0.11% of portfolio
8,695
Q4 2022 Added 32.14%
$42B
$449,000 0.11% of portfolio
3,313
Q4 2022 Reduced 1.55%
$0
$399,000 0.1% of portfolio
5,997
Q4 2022 Added 46.88%
$72B
$376,000 0.1% of portfolio
4,779
Q1 2022 Reduced 1.3%
$0
$388,000 0.1% of portfolio
2,227
Q1 2022 Added 7.22%
$54.2B
$383,000 0.1% of portfolio
1,556
Q4 2022 Reduced 2.02%

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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