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 ZBH, APH, EME, AVB, AVY, BN, EFA, RTX, DVY, AMP. OLPX, MCO, DOW, CHH.
- 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
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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 |
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| Apple Stock (AAPL) | 4.0 | $16M | -11% | 123k | 129.93 |
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| 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 |
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| Microsoft Corp Stock (MSFT) | 3.3 | $13M | -7% | 54k | 239.82 |
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| Berkley W R Corp Stock (WRB) | 2.5 | $10M | 137k | 72.57 |
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| Johnson & Johnson Stock (JNJ) | 2.2 | $8.9M | 50k | 176.65 |
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| Amazon Stock (AMZN) | 2.2 | $8.7M | -24% | 103k | 84.00 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.8 | $7.2M | -9% | 81k | 88.73 |
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| Unitedhealth Group Stock (UNH) | 1.8 | $7.2M | -3% | 14k | 530.16 |
|
| Netflix Stock (NFLX) | 1.7 | $6.5M | -2% | 22k | 294.88 |
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| Exxon Mobil Corp Stock (XOM) | 1.6 | $6.4M | 58k | 110.30 |
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| Abbott Labs Stock (ABT) | 1.6 | $6.2M | -4% | 57k | 109.79 |
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| 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 |
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| Adobe Systems Incorporated Stock (ADBE) | 1.1 | $4.5M | -12% | 13k | 336.53 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.1 | $4.5M | 14k | 308.90 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.1 | $4.4M | -5% | 17k | 266.84 |
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| Pfizer Stock (PFE) | 1.1 | $4.4M | 86k | 51.24 |
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| Home Depot Stock (HD) | 1.1 | $4.3M | 14k | 315.86 |
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| Procter And Gamble Stock (PG) | 1.0 | $4.1M | -2% | 27k | 151.56 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 1.0 | $3.9M | 66k | 58.50 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.0 | $3.8M | +14% | 28k | 134.10 |
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| Servicenow Stock (NOW) | 0.9 | $3.5M | +19% | 9.1k | 388.27 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.9 | $3.4M | 51k | 66.65 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.8 | $3.3M | 49k | 67.45 |
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| Lululemon Athletica Stock (LULU) | 0.8 | $3.3M | 10k | 320.38 |
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| Autodesk Stock (ADSK) | 0.8 | $3.3M | -9% | 17k | 186.87 |
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| Pepsico Stock (PEP) | 0.8 | $3.2M | 18k | 180.66 |
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| Merck & Co Stock (MRK) | 0.8 | $3.2M | -9% | 29k | 110.95 |
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| Philip Morris Intl Stock (PM) | 0.8 | $3.2M | 31k | 101.21 |
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| Paypal Hldgs Stock (PYPL) | 0.8 | $3.1M | -9% | 44k | 71.22 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.8 | $3.1M | 20k | 151.86 |
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| Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) | 0.8 | $3.0M | +7% | 16k | 186.39 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.8 | $3.0M | +14% | 14k | 214.25 |
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| Raytheon Technologies Corp Stock (RTX) | 0.7 | $2.9M | NEW | 29k | 100.92 |
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| Gartner Stock (IT) | 0.7 | $2.8M | -6% | 8.4k | 336.14 |
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| Thermo Fisher Scientific Stock (TMO) | 0.7 | $2.8M | +516% | 5.1k | 550.69 |
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| Travelers Companies Stock (TRV) | 0.7 | $2.7M | -2% | 15k | 187.49 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.7 | $2.7M | +12% | 22k | 125.11 |
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| Abbvie Stock (ABBV) | 0.7 | $2.7M | -2% | 16k | 161.61 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.6 | $2.6M | -15% | 18k | 146.55 |
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| 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 |
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| Coca Cola Stock (KO) | 0.6 | $2.4M | 37k | 63.61 |
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| Nike Inc Cl B Stock (NKE) | 0.6 | $2.3M | -5% | 20k | 117.01 |
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| 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 |
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| Costco Whsl Corp Stock (COST) | 0.6 | $2.2M | 4.8k | 456.50 |
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| Docusign Stock (DOCU) | 0.6 | $2.2M | -9% | 40k | 55.42 |
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| Nextera Energy Stock (NEE) | 0.5 | $2.1M | 25k | 83.60 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.5 | $2.1M | -17% | 24k | 85.50 |
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| Illumina Stock (ILMN) | 0.5 | $2.0M | +68% | 10k | 202.20 |
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| Meta Platforms Inc Cl A Stock (META) | 0.5 | $1.9M | -62% | 16k | 120.34 |
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| Linde Stock | 0.5 | $1.8M | -5% | 5.5k | 326.18 |
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| Altria Group Stock (MO) | 0.4 | $1.8M | -2% | 39k | 45.71 |
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| Morgan Stanley Stock (MS) | 0.4 | $1.7M | 20k | 85.02 |
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| Bank America Corp Stock (BAC) | 0.4 | $1.7M | 52k | 33.12 |
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| American Tower Corp Reit (AMT) | 0.4 | $1.7M | +4% | 8.0k | 211.86 |
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| Amgen Stock (AMGN) | 0.4 | $1.7M | -15% | 6.4k | 262.64 |
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| Disney Walt Stock (DIS) | 0.4 | $1.6M | -11% | 18k | 86.88 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $1.5M | 18k | 88.23 |
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| Verizon Communications Stock (VZ) | 0.4 | $1.5M | 39k | 39.40 |
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| Texas Instrs Stock (TXN) | 0.4 | $1.5M | 9.1k | 165.22 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.4 | $1.5M | +6% | 20k | 75.54 |
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| Enbridge Stock (ENB) | 0.4 | $1.5M | +2% | 38k | 39.10 |
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| Vanguard Growth Etf Etf (VUG) | 0.4 | $1.4M | +17% | 6.8k | 213.11 |
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| Union Pac Corp Stock (UNP) | 0.4 | $1.4M | 7.0k | 207.07 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.4 | $1.4M | 8.2k | 173.83 |
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| Williams Cos Stock (WMB) | 0.4 | $1.4M | -3% | 42k | 32.90 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $1.4M | 19k | 71.95 |
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| Apollo Global Mgmt Stock (APO) | 0.3 | $1.4M | -2% | 21k | 63.79 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.3 | $1.3M | 9.2k | 145.07 |
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| Becton Dickinson & Co Stock (BDX) | 0.3 | $1.3M | +14% | 5.0k | 254.30 |
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| Waste Mgmt Inc Del Stock (WM) | 0.3 | $1.3M | 8.0k | 156.88 |
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| Sap Se Adr (SAP) | 0.3 | $1.3M | +7% | 12k | 103.19 |
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| Broadcom Stock (AVGO) | 0.3 | $1.2M | 2.2k | 559.13 |
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| Cisco Sys Stock (CSCO) | 0.3 | $1.2M | 26k | 47.64 |
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| 3M Stock (MMM) | 0.3 | $1.2M | 9.6k | 119.92 |
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| Oracle Corp Stock (ORCL) | 0.3 | $1.1M | 14k | 81.74 |
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| Ppg Inds Stock (PPG) | 0.3 | $1.1M | -16% | 8.7k | 125.74 |
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| Walmart Stock (WMT) | 0.3 | $1.1M | 7.5k | 141.78 |
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| Honeywell Intl Stock (HON) | 0.3 | $1.1M | 4.9k | 214.30 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $1.1M | +90% | 3.0k | 351.32 |
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| Sempra Stock (SRE) | 0.3 | $1.0M | +5% | 6.8k | 154.54 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $984k | 4.1k | 238.86 |
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| Vulcan Matls Stock (VMC) | 0.2 | $979k | 5.6k | 175.11 |
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| Cohen & Steers Ltd Duration Pf Cef (LDP) | 0.2 | $974k | -5% | 51k | 19.02 |
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| Intel Corp Stock (INTC) | 0.2 | $925k | +3% | 35k | 26.43 |
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| Pioneer Nat Res Stock | 0.2 | $903k | 4.0k | 228.39 |
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| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.2 | $899k | +3% | 16k | 55.56 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $838k | -6% | 11k | 74.49 |
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| Metlife Stock (MET) | 0.2 | $831k | -7% | 12k | 72.37 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.2 | $822k | -20% | 5.2k | 157.94 |
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| American Intl Group Stock (AIG) | 0.2 | $821k | -7% | 13k | 63.24 |
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| Blackrock Short Maturity Bond Etf Etf (NEAR) | 0.2 | $817k | -5% | 17k | 49.27 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.2 | $804k | -27% | 13k | 61.27 |
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| Northrop Grumman Corp Stock (NOC) | 0.2 | $787k | -9% | 1.4k | 545.61 |
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| Progressive Corp Stock (PGR) | 0.2 | $763k | -5% | 5.9k | 129.71 |
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| Align Technology Stock (ALGN) | 0.2 | $757k | -15% | 3.6k | 210.90 |
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| Yum Brands Stock (YUM) | 0.2 | $741k | 5.8k | 128.08 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $725k | 4.8k | 151.65 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $711k | 3.4k | 210.52 |
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| International Business Machs Stock (IBM) | 0.2 | $686k | 4.9k | 140.90 |
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| Edison Intl Stock (EIX) | 0.2 | $681k | 11k | 63.62 |
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| Aon Plc Shs Cl A Stock (AON) | 0.2 | $668k | -6% | 2.2k | 300.14 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.2 | $664k | 16k | 41.97 |
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| American Express Stock (AXP) | 0.2 | $637k | 4.3k | 147.75 |
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| Markel Corp Stock (MKL) | 0.2 | $632k | 480.00 | 1317.49 |
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| Qualys Stock (QLYS) | 0.2 | $632k | -9% | 5.6k | 112.23 |
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| Blackrock Stock (BLK) | 0.2 | $628k | -4% | 886.00 | 708.63 |
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| Chevron Corp Stock (CVX) | 0.2 | $622k | -19% | 3.5k | 179.49 |
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| Avalonbay Cmntys Reit (AVB) | 0.2 | $610k | NEW | 3.8k | 161.52 |
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| Fair Isaac Corp Stock (FICO) | 0.2 | $599k | 1.0k | 598.58 |
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| Fomento Economico Mexicano Sab Spon Adr Units Adr (FMX) | 0.2 | $593k | -9% | 7.6k | 78.12 |
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| Chesapeake Energy Corp Stock (CHK) | 0.1 | $583k | +32% | 6.2k | 94.37 |
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| Bhp Group Adr (BHP) | 0.1 | $583k | -10% | 9.4k | 62.05 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $557k | -8% | 14k | 40.51 |
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| Icici Bank Adr (IBN) | 0.1 | $549k | -8% | 25k | 21.89 |
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $541k | 6.5k | 83.60 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $509k | +3% | 10k | 50.00 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $501k | +19% | 13k | 38.98 |
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| Consolidated Edison Stock (ED) | 0.1 | $499k | -4% | 5.2k | 95.31 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $488k | +6% | 1.9k | 263.53 |
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| Nvidia Corporation Stock (NVDA) | 0.1 | $487k | -6% | 3.3k | 146.14 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $486k | 3.5k | 138.67 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $483k | +67% | 2.5k | 191.21 |
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| General Mtrs Stock (GM) | 0.1 | $483k | +33% | 14k | 33.64 |
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| Eqt Corp Stock (EQT) | 0.1 | $482k | +93% | 14k | 33.83 |
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| Hubbell Stock (HUBB) | 0.1 | $465k | 2.0k | 234.68 |
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| Kraft Heinz Stock (KHC) | 0.1 | $460k | +4% | 11k | 40.71 |
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| Carlyle Secured Lending Cef (CGBD) | 0.1 | $458k | 32k | 14.31 |
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| Rio Tinto Adr (RIO) | 0.1 | $457k | -9% | 6.4k | 71.20 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $455k | -8% | 8.0k | 56.95 |
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| Analog Devices Stock (ADI) | 0.1 | $454k | +10% | 2.8k | 164.03 |
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| Wells Fargo Stock (WFC) | 0.1 | $450k | -38% | 11k | 41.29 |
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $450k | 3.3k | 135.75 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $448k | 3.3k | 135.85 |
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| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.1 | $436k | +32% | 8.7k | 50.14 |
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| Chubb Stock (CB) | 0.1 | $434k | 2.0k | 220.60 |
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| Alcon Ag Ord Stock (ALC) | 0.1 | $430k | -10% | 6.3k | 68.55 |
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| Sysco Corp Stock (SYY) | 0.1 | $425k | 5.6k | 76.45 |
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| Horizon Therapeutics Pub L Stock | 0.1 | $421k | -8% | 3.7k | 113.80 |
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| Manulife Finl Corp Stock (MFC) | 0.1 | $420k | -9% | 24k | 17.84 |
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| Five Below Stock (FIVE) | 0.1 | $417k | -10% | 2.4k | 176.87 |
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| Fortune Brands Innovations Stock (FBIN) | 0.1 | $402k | 7.0k | 57.11 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $399k | +46% | 6.0k | 66.58 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $388k | 2.2k | 174.37 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $383k | -2% | 1.6k | 246.42 |
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| Colgate Palmolive Stock (CL) | 0.1 | $377k | 4.8k | 78.79 |
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| Canadian Natl Ry Stock (CNI) | 0.1 | $370k | -7% | 3.1k | 118.88 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $368k | -11% | 1.2k | 319.41 |
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| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.1 | $360k | -3% | 4.3k | 82.89 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $360k | -6% | 4.3k | 83.26 |
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| Lilly Eli & Co Stock (LLY) | 0.1 | $353k | +2% | 965.00 | 365.84 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 0.1 | $350k | -13% | 4.0k | 87.16 |
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| Ulta Beauty Stock (ULTA) | 0.1 | $348k | -4% | 742.00 | 469.07 |
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| Mettler Toledo International Stock (MTD) | 0.1 | $347k | -7% | 240.00 | 1445.45 |
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| Deckers Outdoor Corp Stock (DECK) | 0.1 | $344k | -18% | 862.00 | 399.16 |
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| Carrier Global Corporation Stock (CARR) | 0.1 | $344k | 8.3k | 41.25 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.1 | $338k | 8.9k | 38.00 |
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| Akamai Technologies Stock (AKAM) | 0.1 | $338k | -3% | 4.0k | 84.30 |
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| Conocophillips Stock (COP) | 0.1 | $336k | 2.8k | 118.00 |
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| Copart Stock (CPRT) | 0.1 | $336k | +86% | 5.5k | 60.89 |
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| Idex Corp Stock (IEX) | 0.1 | $335k | -12% | 1.5k | 228.33 |
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| Church & Dwight Stock (CHD) | 0.1 | $332k | -8% | 4.1k | 80.61 |
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| At&t Stock (T) | 0.1 | $330k | -10% | 18k | 18.41 |
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| Keysight Technologies Stock (KEYS) | 0.1 | $324k | -17% | 1.9k | 171.07 |
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| Dupont De Nemours Stock (DD) | 0.1 | $324k | -40% | 4.7k | 68.63 |
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| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.1 | $322k | -9% | 54k | 6.01 |
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| Cooper Cos Stock | 0.1 | $322k | +8% | 974.00 | 330.67 |
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| Hershey Stock (HSY) | 0.1 | $322k | 1.4k | 231.57 |
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| Caterpillar Stock (CAT) | 0.1 | $321k | 1.3k | 239.56 |
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| Charles Riv Labs Intl Stock (CRL) | 0.1 | $318k | -10% | 1.5k | 217.90 |
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| Wingstop Stock (WING) | 0.1 | $318k | -22% | 2.3k | 137.62 |
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| Teledyne Technologies Stock (TDY) | 0.1 | $318k | -5% | 794.00 | 399.91 |
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| Boeing Stock (BA) | 0.1 | $317k | 1.7k | 190.49 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.1 | $316k | 5.8k | 54.49 |
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| Activision Blizzard Stock | 0.1 | $316k | -2% | 4.1k | 76.55 |
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| Corteva Stock (CTVA) | 0.1 | $314k | 5.3k | 58.78 |
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| Clearbridge Dividend Strategy Esg Etf Etf (YLDE) | 0.1 | $313k | 8.0k | 39.04 |
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| Ciena Corp Stock (CIEN) | 0.1 | $310k | -3% | 6.1k | 50.98 |
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| Neurocrine Biosciences Stock (NBIX) | 0.1 | $309k | -22% | 2.6k | 119.44 |
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| Steris Plc Shs Usd Stock (STE) | 0.1 | $308k | -4% | 1.7k | 184.69 |
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| Paycom Software Stock (PAYC) | 0.1 | $307k | -5% | 990.00 | 310.31 |
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| Raymond James Finl Stock (RJF) | 0.1 | $307k | -19% | 2.9k | 106.85 |
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| Sps Comm Stock (SPSC) | 0.1 | $305k | -16% | 2.4k | 128.43 |
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| Blackline Stock (BL) | 0.1 | $304k | -12% | 4.5k | 67.27 |
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| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.1 | $303k | -20% | 2.9k | 104.52 |
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| Csx Corp Stock (CSX) | 0.1 | $301k | 9.7k | 30.98 |
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| Asbury Automotive Group Stock (ABG) | 0.1 | $299k | -8% | 1.7k | 179.25 |
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| Diodes Stock (DIOD) | 0.1 | $299k | -6% | 3.9k | 76.14 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $298k | NEW | 9.5k | 31.46 |
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| Blackstone Stock (BX) | 0.1 | $297k | -60% | 4.0k | 74.19 |
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| Globant S A Stock (GLOB) | 0.1 | $296k | -12% | 1.8k | 168.16 |
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| Sensient Technologies Corp Stock (SXT) | 0.1 | $295k | 4.1k | 72.92 |
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| Otis Worldwide Corp Stock (OTIS) | 0.1 | $290k | -41% | 3.7k | 78.31 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $290k | 2.7k | 106.44 |
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| Hdfc Bank Adr (HDB) | 0.1 | $290k | -8% | 4.2k | 68.41 |
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| Resmed Stock (RMD) | 0.1 | $289k | -4% | 1.4k | 208.13 |
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| Biogen Stock (BIIB) | 0.1 | $284k | 1.0k | 276.92 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $281k | +6% | 3.1k | 91.13 |
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| Progyny Stock (PGNY) | 0.1 | $278k | -11% | 8.9k | 31.15 |
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| General Electric Stock (GE) | 0.1 | $277k | 3.3k | 83.79 |
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| 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 (OLO) | 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