StockDriftsStockDriftsTop 50 Yorkbridge Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 7.47% | 77.0K | $29.4M | +1.26%(+955) | — | 2022-12-31 | |
| AAPL | APPLE INC COM | 4.04% | 122.6K | $15.9M | -11.65%(-16.16K) | — | 2022-12-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3.84% | 139.9K | $15.1M | +11.77%(+14.74K) | — | 2022-12-31 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 3.83% | 273.8K | $15.1M | +27.50%(+59.04K) | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP COM | 3.31% | 54.4K | $13.0M | -7.88%(-4.66K) | — | 2022-12-31 | |
| WRB | BERKLEY W R CORP COM | 2.53% | 137.4K | $10.0M | -1.93%(-2.70K) | — | 2022-12-31 | |
| JNJ | JOHNSON & JOHNSON COM | 2.25% | 50.1K | $8.9M | -1.95%(-998) | — | 2022-12-31 | |
| AMZN | AMAZON COM INC COM | 2.2% | 103.1K | $8.7M | -24.26%(-33.03K) | — | 2022-12-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.83% | 81.3K | $7.2M | -9.09%(-8.13K) | — | 2022-12-31 | |
| UNH | UNITEDHEALTH GROUP INC COM | 1.83% | 13.6K | $7.2M | -3.04%(-426) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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