HoldingsChannel.com
YorkBridge Wealth Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the YorkBridge Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by YorkBridge Wealth Partners LLC. In the YorkBridge Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by YorkBridge Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the YorkBridge Wealth Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 75,715 +538 $28,564
     SPY75,715+538$28,564
APPLE INC COM 140,010 -64 $19,142
     AAPL140,010-64$19,142
BERKLEY W R CORP COM 224,698 UNCH $15,338
     WRB224,698UNCH$15,338
MICROSOFT CORP COM 55,985 +810 $14,379
     MSFT55,985+810$14,379
AMAZON COM INC COM 125,080 +119,364 $13,285
     AMZN125,080+119,364$13,285
ALPHABET INC CAP STK CL C 4,380 -15 $9,581
     GOOG4,380-15$9,581
JOHNSON & JOHNSON COM 48,932 -41 $8,686
     JNJ48,932-41$8,686
UNITEDHEALTH GROUP INC COM 13,943 -1,331 $7,161
     UNH13,943-1,331$7,161
VISA INC COM CL A 35,528 +105 $6,995
     V35,528+105$6,995
META PLATFORMS INC CL A 42,665 -200 $6,880
     FB42,665-200$6,880
MASTERCARD INCORPORATED CL A 20,436 +192 $6,447
     MA20,436+192$6,447
ABBOTT LABS COM 58,235 -14,568 $6,327
     ABT58,235-14,568$6,327
SALESFORCE INC COM 33,502 -393 $5,529
     CRM33,502-393$5,529
ADOBE SYSTEMS INCORPORATED COM 15,009 +2,251 $5,494
     ADBE15,009+2,251$5,494
EXXON MOBIL CORP COM 57,895 -56 $4,958
     XOM57,895-56$4,958
ACCENTURE PLC IRELAND SHS CLASS A 17,345 -380 $4,816
     ACN17,345-380$4,816
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 21,833 +5,939 $4,775
     IWF21,833+5,939$4,775
PFIZER INC COM 85,371 +375 $4,476
     PFE85,371+375$4,476
ISHARES S&P 500 GROWTH ETF (IVW) 66,936 +1,065 $4,040
     IVW66,936+1,065$4,040
BERKSHIRE HATHAWAY INC DEL CL B NEW      $3,957
     BRK.B14,494-99$3,957
PROCTER AND GAMBLE CO COM 26,214 +401 $3,769
     PG26,214+401$3,769
HOME DEPOT INC COM 13,451 +336 $3,689
     HD13,451+336$3,689
SERVICENOW INC COM 7,474 +20 $3,554
     NOW7,474+20$3,554
ZOETIS INC CL A 20,237 -4,724 $3,479
     ZTS20,237-4,724$3,479
AUTODESK INC COM 18,997 +445 $3,267
     ADSK18,997+445$3,267
ISHARES RUSSELL MID CAP ETF (IWR) 48,780 UNCH $3,154
     IWR48,780UNCH$3,154
MONDELEZ INTL INC CL A 50,133 +617 $3,113
     MDLZ50,133+617$3,113
PHILIP MORRIS INTL INC COM 31,400 UNCH $3,100
     PM31,400UNCH$3,100
PAYPAL HLDGS INC COM 43,558 -4,279 $3,042
     PYPL43,558-4,279$3,042
COWEN INC CL A NEW 128,355 UNCH $3,041
     COWN128,355UNCH$3,041
JPMORGAN CHASE & CO COM 26,951 +651 $3,035
     JPM26,951+651$3,035
PEPSICO INC COM 18,014 +1 $3,002
     PEP18,014+1$3,002
NETFLIX INC COM 16,014 +335 $2,800
     NFLX16,014+335$2,800
LULULEMON ATHLETICA INC COM 10,192 UNCH $2,778
     LULU10,192UNCH$2,778
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 19,261 +341 $2,763
     VIG19,261+341$2,763
RAYTHEON TECHNOLOGIES CORP COM 28,461 +533 $2,735
     RTX28,461+533$2,735
MERCK & CO INC COM 28,332 -629 $2,583
     MRK28,332-629$2,583
TRAVELERS COMPANIES INC COM 14,908 +146 $2,521
     TRV14,908+146$2,521
ABBVIE INC COM 16,341 +3 $2,503
     ABBV16,341+3$2,503
DOCUSIGN INC COM 42,413 +3,561 $2,434
     DOCU42,413+3,561$2,434
SPDR S&P DIVIDEND ETF (SDY) 19,236 +907 $2,283
     SDY19,236+907$2,283
COSTCO WHSL CORP NEW COM 4,762 -13 $2,282
     COST4,762-13$2,282
VANGUARD REAL ESTATE ETF (VNQ) 24,942 +13,581 $2,272
     VNQ24,942+13,581$2,272
COCA COLA CO COM 35,660 -130 $2,243
     KO35,660-130$2,243
COMCAST CORP NEW CL A 56,745 +3,967 $2,227
     CMCSA56,745+3,967$2,227
AIRBNB INC COM CL A 24,713 -4,045 $2,201
     ABNB24,713-4,045$2,201
VERIZON COMMUNICATIONS INC COM 43,020 -1,917 $2,183
     VZ43,020-1,917$2,183
GARTNER INC COM 8,856 -2,203 $2,142
     IT8,856-2,203$2,142
NIKE INC CL B 20,504 -113 $2,096
     NKE20,504-113$2,096
AMERICAN TOWER CORP NEW COM 7,626 +53 $1,949
     AMT7,626+53$1,949

See Full List: All Stocks Held By YorkBridge Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By YorkBridge Wealth Partners LLC

Size ($ in 1000's)
At 06/30/2022: $382,483
At 03/31/2022: $455,784

YorkBridge Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from YorkBridge Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

YorkBridge Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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