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
$3.2B
$295,000 0.07% of portfolio
4,050
Q2 2020 New
$40.3B
$290,000 0.07% of portfolio
3,704
Q4 2022 Reduced 41.06%
$22B
$269,000 0.07% of portfolio
1,147
Q4 2022 Added 9.66%
$1.23B
$275,000 0.07% of portfolio
3,022
Q4 2022 Reduced 43.47%
$108B
$289,000 0.07% of portfolio
4,238
Q4 2022 Reduced 8.78%
$8.53B
$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%
$16.9B
$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%
$13.1B
$272,000 0.07% of portfolio
1,301
Q4 2022 Reduced 0.99%
$147B
$271,000 0.07% of portfolio
1,727
Q4 2022 Reduced 4.59%
$2.03B
$278,000 0.07% of portfolio
8,939
Q4 2022 Reduced 11.5%
$36.7B
$289,000 0.07% of portfolio
1,389
Q4 2022 Reduced 4.47%
$31.8B
$265,000 0.07% of portfolio
752
Q4 2022 Reduced 3.09%
$215B
$276,000 0.07% of portfolio
3,302
Q4 2022 Reduced 0.75%
$28.2B
$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%
$2.13B
$224,000 0.06% of portfolio
6,540
Q4 2022 Reduced 13.07%
$113B
$223,000 0.06% of portfolio
774
Q4 2022 Reduced 0.26%
$3.06B
$227,000 0.06% of portfolio
4,599
Q4 2022 Reduced 12.75%
$30.9B
$240,000 0.06% of portfolio
2,565
Q4 2022 Reduced 1.84%
$15.5B
$217,000 0.06% of portfolio
3,313
Q4 2022 Added 5.71%
$11.1B
$229,000 0.06% of portfolio
3,295
Q4 2022 Added 0.15%
$3.24B
$240,000 0.06% of portfolio
5,828
Q4 2022 Reduced 28.12%
$23.3B
$244,000 0.06% of portfolio
1,915
Q4 2022 New
$25.3B
$217,000 0.06% of portfolio
1,467
Q4 2022 New
$8.14B
$226,000 0.06% of portfolio
2,010
Q4 2022 New
$120B
$245,000 0.06% of portfolio
3,163
Q4 2022 Reduced 3.01%
$78.7B
$234,000 0.06% of portfolio
278
Q4 2022 Reduced 4.47%
$17.9B
$247,000 0.06% of portfolio
5,304
Q4 2022 Reduced 7.01%
$5.04B
$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
$272B
$239,000 0.06% of portfolio
1,710
Q4 2022 Reduced 55.85%
$15.8B
$248,000 0.06% of portfolio
1,739
Q4 2022 Reduced 8.47%
$113B
$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
$14B
$252,000 0.06% of portfolio
835
Q4 2022 Added 3.21%
$1.28B
$228,000 0.06% of portfolio
10,255
Q4 2022 Reduced 12.37%
$4.88B
$248,000 0.06% of portfolio
2,629
Q4 2022 Reduced 3.91%
$89.7B
$213,000 0.05% of portfolio
767
Q4 2022 New
$29.1B
$203,000 0.05% of portfolio
4,043
Q4 2022 New
$19.2B
$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
$45.9B
$211,000 0.05% of portfolio
2,774
Q4 2022 New
$60.1B
$202,000 0.05% of portfolio
650
Q4 2022 New
$0
$180,000 0.05% of portfolio
14,941
Q4 2022 Reduced 12.84%
$6B
$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%
$745M
$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
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