YorkBridge Wealth Partners, LLC
Q4 2022 13F Holdings
- Locationnew york, NY
- Num holdings
256
- Value ($000)
$394,153
- Date Filed01/26/2023
- Form type13F-HR
- CIK0001696064
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $29.44 M | 8 % | 76,978 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $15.93 M | 4 % | 122,567 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $15.14 M | 4 % | 139,937 | ||
VONG VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | $15.09 M | 4 % | 273,764 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $13.05 M | 3 % | 54,406 | ||
WRB BERKLEY W R CORP COM | STOCK | 084423102 | $9.97 M | 3 % | 137,444 | ||
JNJ JOHNSON & JOHNSON COM | STOCK | 478160104 | $8.86 M | 2 % | 50,136 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $8.66 M | 2 % | 103,110 | ||
GOOG ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $7.22 M | 2 % | 81,334 | ||
UNH UNITEDHEALTH GROUP INC COM | STOCK | 91324P102 | $7.20 M | 2 % | 13,585 |
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