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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Yorkbridge Wealth Partners, Llc reports $394.15M in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.5%), AAPL (4.0%) and VYM (3.8%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yorkbridge Wealth Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696064). View Yorkbridge Wealth Partners, Llc’s 13F filings on SEC