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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
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers

SPDR S&P 500 ETF TRUST 7.47%

APPLE INC COM 4.04%

VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3.84%

VANGUARD RUSSELL 1000 GROWTH ETF 3.83%

MICROSOFT CORP COM 3.31%

BERKLEY W R CORP COM 2.53%

JOHNSON & JOHNSON COM 2.25%

AMAZON COM INC COM 2.20%

ALPHABET INC CAP STK CL C 1.83%

UNITEDHEALTH GROUP INC COM 1.83%

NETFLIX INC COM 1.66%

EXXON MOBIL CORP COM 1.62%

ABBOTT LABS COM 1.58%

VISA INC COM CL A 1.48%

MASTERCARD INCORPORATED CL A 1.42%

SALESFORCE INC COM 1.15%

ADOBE SYSTEMS INCORPORATED COM 1.13%

BERKSHIRE HATHAWAY INC DEL CL B NEW 1.13%

ACCENTURE PLC IRELAND SHS CLASS A 1.12%

PFIZER INC COM 1.11%

HOME DEPOT INC COM 1.09%

PROCTER AND GAMBLE CO COM 1.04%

ISHARES S&P 500 GROWTH ETF 0.99%

JPMORGAN CHASE & CO COM 0.95%

SERVICENOW INC COM 0.89%

MONDELEZ INTL INC CL A 0.86%

ISHARES RUSSELL MIDCAP ETF 0.83%

LULULEMON ATHLETICA INC COM 0.83%

AUTODESK INC COM 0.83%

PEPSICO INC COM 0.82%

MERCK & CO INC COM 0.80%

PHILIP MORRIS INTL INC COM 0.80%

PAYPAL HLDGS INC COM 0.80%

VANGUARD DIVIDEND APPRECIATION ETF 0.79%

VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.77%

ISHARES RUSSELL 1000 GROWTH ETF 0.77%

RAYTHEON TECHNOLOGIES CORP COM 0.75%

GARTNER INC COM 0.72%

THERMO FISHER SCIENTIFIC INC COM 0.71%

TRAVELERS COMPANIES INC COM 0.70%

SPDR S&P DIVIDEND ETF 0.69%

ABBVIE INC COM 0.67%

ZOETIS INC CL A 0.65%

SCHWAB U.S. MID-CAP ETF 0.61%

VANGUARD REAL ESTATE ETF 0.61%

COCA COLA CO COM 0.60%

NIKE INC CL B 0.59%

VANGUARD MID-CAP GROWTH ETF 0.56%

COMCAST CORP NEW CL A 0.56%

COSTCO WHSL CORP NEW COM 0.56%

Others 30.66%

Compare Q4 2022 to

Select Quarter

Issuer Name	Class	CUSIP	VALUE	%	Shares	Principal	Option Type
SPY SPY SPDR S&P 500 ETF TRUST	ETF	78462F103	$29.44M	8 %	76,978
AAPL AAPL APPLE INC COM	STOCK	037833100	$15.93M	4 %	122,567
VYM VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	921946406	$15.14M	4 %	139,937
VONG VONG VANGUARD RUSSELL 1000 GROWTH ETF	ETF	92206C680	$15.09M	4 %	273,764
MSFT MSFT MICROSOFT CORP COM	STOCK	594918104	$13.05M	3 %	54,406
WRB WRB BERKLEY W R CORP COM	STOCK	084423102	$9.97M	3 %	137,444
JNJ JNJ JOHNSON & JOHNSON COM	STOCK	478160104	$8.86M	2 %	50,136
AMZN AMZN AMAZON COM INC COM	STOCK	023135106	$8.66M	2 %	103,110
GOOG GOOG ALPHABET INC CAP STK CL C	STOCK	02079K107	$7.22M	2 %	81,334
UNH UNH UNITEDHEALTH GROUP INC COM	STOCK	91324P102	$7.20M	2 %	13,585

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