YorkBridge Wealth Partners, LLC

Q4 2022 13F Holdings

  • Location
    new york, NY
  • Num holdings

    256

  • Value ($000)

    $394,153

  • Date Filed
    01/26/2023
  • Form type
    13F-HR
  • CIK
    0001696064
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$29.44M
8 %

76,978

A
AAPL

APPLE INC COM

STOCK
037833100
$15.93M
4 %

122,567

V
VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

ETF
921946406
$15.14M
4 %

139,937

V
VONG

VANGUARD RUSSELL 1000 GROWTH ETF

ETF
92206C680
$15.09M
4 %

273,764

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$13.05M
3 %

54,406

W
WRB

BERKLEY W R CORP COM

STOCK
084423102
$9.97M
3 %

137,444

J
JNJ

JOHNSON & JOHNSON COM

STOCK
478160104
$8.86M
2 %

50,136

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$8.66M
2 %

103,110

G
GOOG

ALPHABET INC CAP STK CL C

STOCK
02079K107
$7.22M
2 %

81,334

U
UNH

UNITEDHEALTH GROUP INC COM

STOCK
91324P102
$7.20M
2 %

13,585

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