YorkBridge Wealth Partners
Latest statistics and disclosures from YorkBridge Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, VYM, VONG, MSFT, and represent 22.49% of YorkBridge Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VONG, RTX, TMO, VYM, ILMN, AVB, NOW, VOO, JPM, IWF.
- Started 14 new stock positions in AVB, APH, BN, EFA, DVY, AVY, ZBH, RTX, DOW, AMP. OLPX, MCO, CHH, EME.
- Reduced shares in these 10 stocks: META, Cowen Group Inc New Cl A, AMZN, Raytheon Technologies Corp, AAPL, V, MA, MSFT, GOOG, ADBE.
- Sold out of its positions in AMN, ACM, ALTR, ELV, BXP, Brookfield Asset Management, AZTA, BMBL, Colony Finl Inc note 5.00%, Cowen Group Inc New Cl A.
- YorkBridge Wealth Partners was a net seller of stock by $-20M.
- YorkBridge Wealth Partners has $394M in assets under management (AUM), dropping by 1.63%.
- Central Index Key (CIK): 0001696064
Tip: Access up to 7 years of quarterly data
Positions held by YorkBridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for YorkBridge Wealth Partners
YorkBridge Wealth Partners holds 256 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Trust Etf (SPY) | 7.5 | $29M | 77k | 382.43 |
|
|
| Apple Stock (AAPL) | 4.0 | $16M | -11% | 123k | 129.93 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 3.8 | $15M | +11% | 140k | 108.21 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 3.8 | $15M | +27% | 274k | 55.12 |
|
| Microsoft Corp Stock (MSFT) | 3.3 | $13M | -7% | 54k | 239.82 |
|
| Berkley W R Corp Stock (WRB) | 2.5 | $10M | 137k | 72.57 |
|
|
| Johnson & Johnson Stock (JNJ) | 2.2 | $8.9M | 50k | 176.65 |
|
|
| Amazon Stock (AMZN) | 2.2 | $8.7M | -24% | 103k | 84.00 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.8 | $7.2M | -9% | 81k | 88.73 |
|
| Unitedhealth Group Stock (UNH) | 1.8 | $7.2M | -3% | 14k | 530.16 |
|
| Netflix Stock (NFLX) | 1.7 | $6.5M | -2% | 22k | 294.88 |
|
| Exxon Mobil Corp Stock (XOM) | 1.6 | $6.4M | 58k | 110.30 |
|
|
| Abbott Labs Stock (ABT) | 1.6 | $6.2M | -4% | 57k | 109.79 |
|
| Visa Inc Com Cl A Stock (V) | 1.5 | $5.8M | -23% | 28k | 207.76 |
|
| Mastercard Incorporated Cl A Stock (MA) | 1.4 | $5.6M | -23% | 16k | 347.73 |
|
| Salesforce Stock (CRM) | 1.1 | $4.5M | -8% | 34k | 132.59 |
|
| Adobe Systems Incorporated Stock (ADBE) | 1.1 | $4.5M | -12% | 13k | 336.53 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.1 | $4.5M | 14k | 308.90 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.1 | $4.4M | -5% | 17k | 266.84 |
|
| Pfizer Stock (PFE) | 1.1 | $4.4M | 86k | 51.24 |
|
|
| Home Depot Stock (HD) | 1.1 | $4.3M | 14k | 315.86 |
|
|
| Procter And Gamble Stock (PG) | 1.0 | $4.1M | -2% | 27k | 151.56 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 1.0 | $3.9M | 66k | 58.50 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 1.0 | $3.8M | +14% | 28k | 134.10 |
|
| Servicenow Stock (NOW) | 0.9 | $3.5M | +19% | 9.1k | 388.27 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.9 | $3.4M | 51k | 66.65 |
|
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.8 | $3.3M | 49k | 67.45 |
|
|
| Lululemon Athletica Stock (LULU) | 0.8 | $3.3M | 10k | 320.38 |
|
|
| Autodesk Stock (ADSK) | 0.8 | $3.3M | -9% | 17k | 186.87 |
|
| Pepsico Stock (PEP) | 0.8 | $3.2M | 18k | 180.66 |
|
|
| Merck & Co Stock (MRK) | 0.8 | $3.2M | -9% | 29k | 110.95 |
|
| Philip Morris Intl Stock (PM) | 0.8 | $3.2M | 31k | 101.21 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.8 | $3.1M | -9% | 44k | 71.22 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.8 | $3.1M | 20k | 151.86 |
|
|
| Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) | 0.8 | $3.0M | +7% | 16k | 186.39 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.8 | $3.0M | +14% | 14k | 214.25 |
|
| Raytheon Technologies Corp Stock (RTX) | 0.7 | $2.9M | NEW | 29k | 100.92 |
|
| Gartner Stock (IT) | 0.7 | $2.8M | -6% | 8.4k | 336.14 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.7 | $2.8M | +516% | 5.1k | 550.69 |
|
| Travelers Companies Stock (TRV) | 0.7 | $2.7M | -2% | 15k | 187.49 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.7 | $2.7M | +12% | 22k | 125.11 |
|
| Abbvie Stock (ABBV) | 0.7 | $2.7M | -2% | 16k | 161.61 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.6 | $2.6M | -15% | 18k | 146.55 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.6 | $2.4M | +10% | 37k | 65.61 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.6 | $2.4M | +4% | 29k | 82.48 |
|
| Coca Cola Stock (KO) | 0.6 | $2.4M | 37k | 63.61 |
|
|
| Nike Inc Cl B Stock (NKE) | 0.6 | $2.3M | -5% | 20k | 117.01 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.6 | $2.2M | +2% | 12k | 179.76 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.6 | $2.2M | +3% | 63k | 34.97 |
|
| Costco Whsl Corp Stock (COST) | 0.6 | $2.2M | 4.8k | 456.50 |
|
|
| Docusign Stock (DOCU) | 0.6 | $2.2M | -9% | 40k | 55.42 |
|
| Nextera Energy Stock (NEE) | 0.5 | $2.1M | 25k | 83.60 |
|
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.5 | $2.1M | -17% | 24k | 85.50 |
|
| Illumina Stock (ILMN) | 0.5 | $2.0M | +68% | 10k | 202.20 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.5 | $1.9M | -62% | 16k | 120.34 |
|
| Linde Stock | 0.5 | $1.8M | -5% | 5.5k | 326.18 |
|
| Altria Group Stock (MO) | 0.4 | $1.8M | -2% | 39k | 45.71 |
|
| Morgan Stanley Stock (MS) | 0.4 | $1.7M | 20k | 85.02 |
|
|
| Bank America Corp Stock (BAC) | 0.4 | $1.7M | 52k | 33.12 |
|
|
| American Tower Corp Reit (AMT) | 0.4 | $1.7M | +4% | 8.0k | 211.86 |
|
| Amgen Stock (AMGN) | 0.4 | $1.7M | -15% | 6.4k | 262.64 |
|
| Disney Walt Stock (DIS) | 0.4 | $1.6M | -11% | 18k | 86.88 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $1.5M | 18k | 88.23 |
|
|
| Verizon Communications Stock (VZ) | 0.4 | $1.5M | 39k | 39.40 |
|
|
| Texas Instrs Stock (TXN) | 0.4 | $1.5M | 9.1k | 165.22 |
|
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.4 | $1.5M | +6% | 20k | 75.54 |
|
| Enbridge Stock (ENB) | 0.4 | $1.5M | +2% | 38k | 39.10 |
|
| Vanguard Growth Etf Etf (VUG) | 0.4 | $1.4M | +17% | 6.8k | 213.11 |
|
| Union Pac Corp Stock (UNP) | 0.4 | $1.4M | 7.0k | 207.07 |
|
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.4 | $1.4M | 8.2k | 173.83 |
|
|
| Williams Cos Stock (WMB) | 0.4 | $1.4M | -3% | 42k | 32.90 |
|
| Bristol-myers Squibb Stock (BMY) | 0.3 | $1.4M | 19k | 71.95 |
|
|
| Apollo Global Mgmt Stock (APO) | 0.3 | $1.4M | -2% | 21k | 63.79 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.3 | $1.3M | 9.2k | 145.07 |
|
|
| Becton Dickinson & Co Stock (BDX) | 0.3 | $1.3M | +14% | 5.0k | 254.30 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.3 | $1.3M | 8.0k | 156.88 |
|
|
| Sap Se Adr (SAP) | 0.3 | $1.3M | +7% | 12k | 103.19 |
|
| Broadcom Stock (AVGO) | 0.3 | $1.2M | 2.2k | 559.13 |
|
|
| Cisco Sys Stock (CSCO) | 0.3 | $1.2M | 26k | 47.64 |
|
|
| 3M Stock (MMM) | 0.3 | $1.2M | 9.6k | 119.92 |
|
|
| Oracle Corp Stock (ORCL) | 0.3 | $1.1M | 14k | 81.74 |
|
|
| Ppg Inds Stock (PPG) | 0.3 | $1.1M | -16% | 8.7k | 125.74 |
|
| Walmart Stock (WMT) | 0.3 | $1.1M | 7.5k | 141.78 |
|
|
| Honeywell Intl Stock (HON) | 0.3 | $1.1M | 4.9k | 214.30 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $1.1M | +90% | 3.0k | 351.32 |
|
| Sempra Stock (SRE) | 0.3 | $1.0M | +5% | 6.8k | 154.54 |
|
| Automatic Data Processing Stock (ADP) | 0.2 | $984k | 4.1k | 238.86 |
|
|
| Vulcan Matls Stock (VMC) | 0.2 | $979k | 5.6k | 175.11 |
|
|
| Cohen & Steers Ltd Duration Pf Cef (LDP) | 0.2 | $974k | -5% | 51k | 19.02 |
|
| Intel Corp Stock (INTC) | 0.2 | $925k | +3% | 35k | 26.43 |
|
| Pioneer Nat Res Stock | 0.2 | $903k | 4.0k | 228.39 |
|
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.2 | $899k | +3% | 16k | 55.56 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $838k | -6% | 11k | 74.49 |
|
| Metlife Stock (MET) | 0.2 | $831k | -7% | 12k | 72.37 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.2 | $822k | -20% | 5.2k | 157.94 |
|
| American Intl Group Stock (AIG) | 0.2 | $821k | -7% | 13k | 63.24 |
|
| Blackrock Short Maturity Bond Etf Etf (NEAR) | 0.2 | $817k | -5% | 17k | 49.27 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.2 | $804k | -27% | 13k | 61.27 |
|
| Northrop Grumman Corp Stock (NOC) | 0.2 | $787k | -9% | 1.4k | 545.61 |
|
| Progressive Corp Stock (PGR) | 0.2 | $763k | -5% | 5.9k | 129.71 |
|
| Align Technology Stock (ALGN) | 0.2 | $757k | -15% | 3.6k | 210.90 |
|
| Yum Brands Stock (YUM) | 0.2 | $741k | 5.8k | 128.08 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $725k | 4.8k | 151.65 |
|
|
| Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $711k | 3.4k | 210.52 |
|
|
| International Business Machs Stock (IBM) | 0.2 | $686k | 4.9k | 140.90 |
|
|
| Edison Intl Stock (EIX) | 0.2 | $681k | 11k | 63.62 |
|
|
| Aon Plc Shs Cl A Stock (AON) | 0.2 | $668k | -6% | 2.2k | 300.14 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.2 | $664k | 16k | 41.97 |
|
|
| American Express Stock (AXP) | 0.2 | $637k | 4.3k | 147.75 |
|
|
| Markel Corp Stock (MKL) | 0.2 | $632k | 480.00 | 1317.49 |
|
|
| Qualys Stock (QLYS) | 0.2 | $632k | -9% | 5.6k | 112.23 |
|
| Blackrock Stock | 0.2 | $628k | -4% | 886.00 | 708.63 |
|
| Chevron Corp Stock (CVX) | 0.2 | $622k | -19% | 3.5k | 179.49 |
|
| Avalonbay Cmntys Reit (AVB) | 0.2 | $610k | NEW | 3.8k | 161.52 |
|
| Fair Isaac Corp Stock (FICO) | 0.2 | $599k | 1.0k | 598.58 |
|
|
| Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) | 0.2 | $593k | -9% | 7.6k | 78.12 |
|
| Chesapeake Energy Corp Stock (EXE) | 0.1 | $583k | +32% | 6.2k | 94.37 |
|
| Bhp Group Adr (BHP) | 0.1 | $583k | -10% | 9.4k | 62.05 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $557k | -8% | 14k | 40.51 |
|
| Icici Bank Adr (IBN) | 0.1 | $549k | -8% | 25k | 21.89 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $541k | 6.5k | 83.60 |
|
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $509k | +3% | 10k | 50.00 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $501k | +19% | 13k | 38.98 |
|
| Consolidated Edison Stock (ED) | 0.1 | $499k | -4% | 5.2k | 95.31 |
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $488k | +6% | 1.9k | 263.53 |
|
| Nvidia Corporation Stock (NVDA) | 0.1 | $487k | -6% | 3.3k | 146.14 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $486k | 3.5k | 138.67 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $483k | +67% | 2.5k | 191.21 |
|
| General Mtrs Stock (GM) | 0.1 | $483k | +33% | 14k | 33.64 |
|
| Eqt Corp Stock (EQT) | 0.1 | $482k | +93% | 14k | 33.83 |
|
| Hubbell Stock (HUBB) | 0.1 | $465k | 2.0k | 234.68 |
|
|
| Kraft Heinz Stock (KHC) | 0.1 | $460k | +4% | 11k | 40.71 |
|
| Carlyle Secured Lending Cef (CGBD) | 0.1 | $458k | 32k | 14.31 |
|
|
| Rio Tinto Adr (RIO) | 0.1 | $457k | -9% | 6.4k | 71.20 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $455k | -8% | 8.0k | 56.95 |
|
| Analog Devices Stock (ADI) | 0.1 | $454k | +10% | 2.8k | 164.03 |
|
| Wells Fargo Stock (WFC) | 0.1 | $450k | -38% | 11k | 41.29 |
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $450k | 3.3k | 135.75 |
|
|
| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $448k | 3.3k | 135.85 |
|
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.1 | $436k | +32% | 8.7k | 50.14 |
|
| Chubb Stock (CB) | 0.1 | $434k | 2.0k | 220.60 |
|
|
| Alcon Ag Ord Stock (ALC) | 0.1 | $430k | -10% | 6.3k | 68.55 |
|
| Sysco Corp Stock (SYY) | 0.1 | $425k | 5.6k | 76.45 |
|
|
| Horizon Therapeutics Pub L Stock | 0.1 | $421k | -8% | 3.7k | 113.80 |
|
| Manulife Finl Corp Stock (MFC) | 0.1 | $420k | -9% | 24k | 17.84 |
|
| Five Below Stock (FIVE) | 0.1 | $417k | -10% | 2.4k | 176.87 |
|
| Fortune Brands Innovations Stock (FBIN) | 0.1 | $402k | 7.0k | 57.11 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $399k | +46% | 6.0k | 66.58 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $388k | 2.2k | 174.37 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $383k | -2% | 1.6k | 246.42 |
|
| Colgate Palmolive Stock (CL) | 0.1 | $377k | 4.8k | 78.79 |
|
|
| Canadian Natl Ry Stock (CNI) | 0.1 | $370k | -7% | 3.1k | 118.88 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $368k | -11% | 1.2k | 319.41 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.1 | $360k | -3% | 4.3k | 82.89 |
|
| Schwab Charles Corp Stock (SCHW) | 0.1 | $360k | -6% | 4.3k | 83.26 |
|
| Lilly Eli & Co Stock (LLY) | 0.1 | $353k | +2% | 965.00 | 365.84 |
|
| Houlihan Lokey Inc Cl A Stock (HLI) | 0.1 | $350k | -13% | 4.0k | 87.16 |
|
| Ulta Beauty Stock (ULTA) | 0.1 | $348k | -4% | 742.00 | 469.07 |
|
| Mettler Toledo International Stock (MTD) | 0.1 | $347k | -7% | 240.00 | 1445.45 |
|
| Deckers Outdoor Corp Stock (DECK) | 0.1 | $344k | -18% | 862.00 | 399.16 |
|
| Carrier Global Corporation Stock (CARR) | 0.1 | $344k | 8.3k | 41.25 |
|
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.1 | $338k | 8.9k | 38.00 |
|
|
| Akamai Technologies Stock (AKAM) | 0.1 | $338k | -3% | 4.0k | 84.30 |
|
| Conocophillips Stock (COP) | 0.1 | $336k | 2.8k | 118.00 |
|
|
| Copart Stock (CPRT) | 0.1 | $336k | +86% | 5.5k | 60.89 |
|
| Idex Corp Stock (IEX) | 0.1 | $335k | -12% | 1.5k | 228.33 |
|
| Church & Dwight Stock (CHD) | 0.1 | $332k | -8% | 4.1k | 80.61 |
|
| At&t Stock (T) | 0.1 | $330k | -10% | 18k | 18.41 |
|
| Keysight Technologies Stock (KEYS) | 0.1 | $324k | -17% | 1.9k | 171.07 |
|
| Dupont De Nemours Stock (DD) | 0.1 | $324k | -40% | 4.7k | 68.63 |
|
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.1 | $322k | -9% | 54k | 6.01 |
|
| Cooper Cos Stock | 0.1 | $322k | +8% | 974.00 | 330.67 |
|
| Hershey Stock (HSY) | 0.1 | $322k | 1.4k | 231.57 |
|
|
| Caterpillar Stock (CAT) | 0.1 | $321k | 1.3k | 239.56 |
|
|
| Charles Riv Labs Intl Stock (CRL) | 0.1 | $318k | -10% | 1.5k | 217.90 |
|
| Wingstop Stock (WING) | 0.1 | $318k | -22% | 2.3k | 137.62 |
|
| Teledyne Technologies Stock (TDY) | 0.1 | $318k | -5% | 794.00 | 399.91 |
|
| Boeing Stock (BA) | 0.1 | $317k | 1.7k | 190.49 |
|
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.1 | $316k | 5.8k | 54.49 |
|
|
| Activision Blizzard Stock | 0.1 | $316k | -2% | 4.1k | 76.55 |
|
| Corteva Stock (CTVA) | 0.1 | $314k | 5.3k | 58.78 |
|
|
| Clearbridge Dividend Strategy Esg Etf Etf (YLDE) | 0.1 | $313k | 8.0k | 39.04 |
|
|
| Ciena Corp Stock (CIEN) | 0.1 | $310k | -3% | 6.1k | 50.98 |
|
| Neurocrine Biosciences Stock (NBIX) | 0.1 | $309k | -22% | 2.6k | 119.44 |
|
| Steris Plc Shs Usd Stock (STE) | 0.1 | $308k | -4% | 1.7k | 184.69 |
|
| Paycom Software Stock (PAYC) | 0.1 | $307k | -5% | 990.00 | 310.31 |
|
| Raymond James Finl Stock (RJF) | 0.1 | $307k | -19% | 2.9k | 106.85 |
|
| Sps Comm Stock (SPSC) | 0.1 | $305k | -16% | 2.4k | 128.43 |
|
| Blackline Stock (BL) | 0.1 | $304k | -12% | 4.5k | 67.27 |
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.1 | $303k | -20% | 2.9k | 104.52 |
|
| Csx Corp Stock (CSX) | 0.1 | $301k | 9.7k | 30.98 |
|
|
| Asbury Automotive Group Stock (ABG) | 0.1 | $299k | -8% | 1.7k | 179.25 |
|
| Diodes Stock (DIOD) | 0.1 | $299k | -6% | 3.9k | 76.14 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $298k | NEW | 9.5k | 31.46 |
|
| Blackstone Stock (BX) | 0.1 | $297k | -60% | 4.0k | 74.19 |
|
| Globant S A Stock (GLOB) | 0.1 | $296k | -12% | 1.8k | 168.16 |
|
| Sensient Technologies Corp Stock (SXT) | 0.1 | $295k | 4.1k | 72.92 |
|
|
| Otis Worldwide Corp Stock (OTIS) | 0.1 | $290k | -41% | 3.7k | 78.31 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $290k | 2.7k | 106.44 |
|
|
| Hdfc Bank Adr (HDB) | 0.1 | $290k | -8% | 4.2k | 68.41 |
|
| Resmed Stock (RMD) | 0.1 | $289k | -4% | 1.4k | 208.13 |
|
| Biogen Stock (BIIB) | 0.1 | $284k | 1.0k | 276.92 |
|
|
| Skyworks Solutions Stock (SWKS) | 0.1 | $281k | +6% | 3.1k | 91.13 |
|
| Progyny Stock (PGNY) | 0.1 | $278k | -11% | 8.9k | 31.15 |
|
| General Electric Stock (GE) | 0.1 | $277k | 3.3k | 83.79 |
|
|
| Fox Factory Hldg Corp Stock (FOXF) | 0.1 | $276k | -43% | 3.0k | 91.23 |
|
| P T Telekomunikasi Indonesia Adr (TLK) | 0.1 | $275k | -9% | 12k | 23.85 |
|
| First Rep Bk San Francisco Cal Stock (FRCB) | 0.1 | $275k | +2% | 2.3k | 121.89 |
|
| Allstate Corp Stock (ALL) | 0.1 | $273k | 2.0k | 135.60 |
|
|
| Saia Stock (SAIA) | 0.1 | $273k | 1.3k | 209.68 |
|
|
| Eaton Corp Stock (ETN) | 0.1 | $271k | -4% | 1.7k | 156.95 |
|
| Laboratory Corp Amer Hldgs Stock | 0.1 | $270k | +9% | 1.1k | 235.48 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.1 | $267k | +14% | 1.1k | 235.35 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.1 | $266k | -3% | 752.00 | 353.61 |
|
| Williams Sonoma Stock (WSM) | 0.1 | $264k | -4% | 2.3k | 114.92 |
|
| Avery Dennison Corp Stock (AVY) | 0.1 | $256k | NEW | 1.4k | 181.00 |
|
| Pool Corp Stock (POOL) | 0.1 | $252k | +3% | 835.00 | 302.33 |
|
| Ambev Sa Adr (ABEV) | 0.1 | $250k | -9% | 92k | 2.72 |
|
| Sun Cmntys Reit (SUI) | 0.1 | $249k | -8% | 1.7k | 143.00 |
|
| Euronet Worldwide Stock (EEFT) | 0.1 | $248k | -3% | 2.6k | 94.38 |
|
| Masco Corp Stock (MAS) | 0.1 | $248k | -7% | 5.3k | 46.67 |
|
| Medtronic Stock (MDT) | 0.1 | $246k | -3% | 3.2k | 77.72 |
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $244k | NEW | 1.9k | 127.50 |
|
| Yeti Hldgs Stock (YETI) | 0.1 | $241k | -28% | 5.8k | 41.31 |
|
| Wec Energy Group Stock (WEC) | 0.1 | $241k | 2.6k | 93.76 |
|
|
| T-mobile Us Stock (TMUS) | 0.1 | $239k | -55% | 1.7k | 140.00 |
|
| Take-two Interactive Software Stock (TTWO) | 0.1 | $238k | -15% | 2.3k | 104.13 |
|
| Oreilly Automotive Stock (ORLY) | 0.1 | $235k | -4% | 278.00 | 844.03 |
|
| Appfolio Inc Com Cl A Stock (APPF) | 0.1 | $233k | -12% | 2.2k | 105.38 |
|
| Floor & Decor Hldgs Inc Cl A Stock (FND) | 0.1 | $229k | 3.3k | 69.63 |
|
|
| Revolve Group Inc Cl A Stock (RVLV) | 0.1 | $228k | -12% | 10k | 22.26 |
|
| Alarm Com Hldgs Stock (ALRM) | 0.1 | $228k | -12% | 4.6k | 49.48 |
|
| Choice Hotels Intl Stock (CHH) | 0.1 | $226k | NEW | 2.0k | 112.64 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $225k | 1.1k | 203.74 |
|
|
| Goosehead Ins Inc Com Cl A Stock (GSHD) | 0.1 | $225k | -13% | 6.5k | 34.34 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $224k | 774.00 | 288.78 |
|
|
| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $223k | NEW | 1.8k | 120.60 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $222k | 3.4k | 65.86 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $220k | -41% | 2.2k | 99.20 |
|
| Entegris Stock (ENTG) | 0.1 | $217k | +5% | 3.3k | 65.59 |
|
| Emcor Group Stock (EME) | 0.1 | $217k | NEW | 1.5k | 148.11 |
|
| Moodys Corp Stock (MCO) | 0.1 | $214k | NEW | 767.00 | 278.62 |
|
| Hamilton Lane Inc Cl A Stock (HLNE) | 0.1 | $213k | -13% | 3.3k | 63.88 |
|
| Empire St Rlty Op L P Unit Ltd Prt 60 Stock (OGCP) | 0.1 | $213k | 32k | 6.60 |
|
|
| Amphenol Corp New Cl A Stock (APH) | 0.1 | $211k | NEW | 2.8k | 76.14 |
|
| Trimble Stock (TRMB) | 0.1 | $207k | -7% | 4.1k | 50.56 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $204k | NEW | 3.1k | 65.64 |
|
| Dow Stock (DOW) | 0.1 | $204k | NEW | 4.0k | 50.39 |
|
| Ameriprise Finl Stock (AMP) | 0.1 | $202k | NEW | 650.00 | 311.37 |
|
| Duck Creek Technologies Stock | 0.0 | $180k | -12% | 15k | 12.05 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.0 | $149k | -58% | 11k | 13.66 |
|
| Olo Inc Cl A Stock | 0.0 | $132k | -12% | 21k | 6.25 |
|
| Olaplex Hldgs Stock (OLPX) | 0.0 | $121k | NEW | 23k | 5.21 |
|
| Gabelli Equity Tr Cef (GAB) | 0.0 | $82k | 15k | 5.48 |
|
|
| Inmune Bio Stock (INMB) | 0.0 | $66k | 10k | 6.34 |
|
|
| Farfetch Ltd Ord Sh Cl A Stock (FTCHQ) | 0.0 | $64k | -11% | 14k | 4.73 |
|
Past Filings by YorkBridge Wealth Partners
SEC 13F filings are viewable for YorkBridge Wealth Partners going back to 2017
- YorkBridge Wealth Partners 2022 Q4 filed Jan. 26, 2023
- YorkBridge Wealth Partners 2022 Q3 filed Oct. 18, 2022
- YorkBridge Wealth Partners 2022 Q2 filed July 15, 2022
- YorkBridge Wealth Partners 2022 Q1 filed April 15, 2022
- YorkBridge Wealth Partners 2021 Q4 filed Jan. 19, 2022
- YorkBridge Wealth Partners 2021 Q3 filed Oct. 22, 2021
- YorkBridge Wealth Partners 2021 Q2 filed July 22, 2021
- YorkBridge Wealth Partners 2021 Q1 filed April 15, 2021
- YorkBridge Wealth Partners 2020 Q4 filed Jan. 19, 2021
- YorkBridge Wealth Partners 2020 Q3 filed Oct. 19, 2020
- YorkBridge Wealth Partners 2020 Q2 filed July 20, 2020
- YorkBridge Wealth Partners 2020 Q1 filed April 16, 2020
- YorkBridge Wealth Partners 2019 Q4 filed Jan. 17, 2020
- YorkBridge Wealth Partners 2019 Q3 filed Oct. 21, 2019
- YorkBridge Wealth Partners 2019 Q2 filed July 18, 2019
- YorkBridge Wealth Partners 2019 Q1 filed May 9, 2019