HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF (SPY) |
75,715 | +538 | $28,564 |
| SPY | 75,715 | +538 | $28,564 |
| APPLE INC COM |
140,010 | -64 | $19,142 |
| AAPL | 140,010 | -64 | $19,142 |
| BERKLEY W R CORP COM |
224,698 | UNCH | $15,338 |
| WRB | 224,698 | UNCH | $15,338 |
| MICROSOFT CORP COM |
55,985 | +810 | $14,379 |
| MSFT | 55,985 | +810 | $14,379 |
| AMAZON COM INC COM |
125,080 | +119,364 | $13,285 |
| AMZN | 125,080 | +119,364 | $13,285 |
| ALPHABET INC CAP STK CL C |
4,380 | -15 | $9,581 |
| GOOG | 4,380 | -15 | $9,581 |
| JOHNSON & JOHNSON COM |
48,932 | -41 | $8,686 |
| JNJ | 48,932 | -41 | $8,686 |
| UNITEDHEALTH GROUP INC COM |
13,943 | -1,331 | $7,161 |
| UNH | 13,943 | -1,331 | $7,161 |
| VISA INC COM CL A |
35,528 | +105 | $6,995 |
| V | 35,528 | +105 | $6,995 |
| META PLATFORMS INC CL A |
42,665 | -200 | $6,880 |
| FB | 42,665 | -200 | $6,880 |
| MASTERCARD INCORPORATED CL A |
20,436 | +192 | $6,447 |
| MA | 20,436 | +192 | $6,447 |
| ABBOTT LABS COM |
58,235 | -14,568 | $6,327 |
| ABT | 58,235 | -14,568 | $6,327 |
| SALESFORCE INC COM |
33,502 | -393 | $5,529 |
| CRM | 33,502 | -393 | $5,529 |
| ADOBE SYSTEMS INCORPORATED COM |
15,009 | +2,251 | $5,494 |
| ADBE | 15,009 | +2,251 | $5,494 |
| EXXON MOBIL CORP COM |
57,895 | -56 | $4,958 |
| XOM | 57,895 | -56 | $4,958 |
| ACCENTURE PLC IRELAND SHS CLASS A |
17,345 | -380 | $4,816 |
| ACN | 17,345 | -380 | $4,816 |
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) |
21,833 | +5,939 | $4,775 |
| IWF | 21,833 | +5,939 | $4,775 |
| PFIZER INC COM |
85,371 | +375 | $4,476 |
| PFE | 85,371 | +375 | $4,476 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
66,936 | +1,065 | $4,040 |
| IVW | 66,936 | +1,065 | $4,040 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$3,957 | ||
| BRK.B | 14,494 | -99 | $3,957 |
| PROCTER AND GAMBLE CO COM |
26,214 | +401 | $3,769 |
| PG | 26,214 | +401 | $3,769 |
| HOME DEPOT INC COM |
13,451 | +336 | $3,689 |
| HD | 13,451 | +336 | $3,689 |
| SERVICENOW INC COM |
7,474 | +20 | $3,554 |
| NOW | 7,474 | +20 | $3,554 |
| ZOETIS INC CL A |
20,237 | -4,724 | $3,479 |
| ZTS | 20,237 | -4,724 | $3,479 |
| AUTODESK INC COM |
18,997 | +445 | $3,267 |
| ADSK | 18,997 | +445 | $3,267 |
| ISHARES RUSSELL MID CAP ETF (IWR) |
48,780 | UNCH | $3,154 |
| IWR | 48,780 | UNCH | $3,154 |
| MONDELEZ INTL INC CL A |
50,133 | +617 | $3,113 |
| MDLZ | 50,133 | +617 | $3,113 |
| PHILIP MORRIS INTL INC COM |
31,400 | UNCH | $3,100 |
| PM | 31,400 | UNCH | $3,100 |
| PAYPAL HLDGS INC COM |
43,558 | -4,279 | $3,042 |
| PYPL | 43,558 | -4,279 | $3,042 |
| COWEN INC CL A NEW |
128,355 | UNCH | $3,041 |
| COWN | 128,355 | UNCH | $3,041 |
| JPMORGAN CHASE & CO COM |
26,951 | +651 | $3,035 |
| JPM | 26,951 | +651 | $3,035 |
| PEPSICO INC COM |
18,014 | +1 | $3,002 |
| PEP | 18,014 | +1 | $3,002 |
| NETFLIX INC COM |
16,014 | +335 | $2,800 |
| NFLX | 16,014 | +335 | $2,800 |
| LULULEMON ATHLETICA INC COM |
10,192 | UNCH | $2,778 |
| LULU | 10,192 | UNCH | $2,778 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) |
19,261 | +341 | $2,763 |
| VIG | 19,261 | +341 | $2,763 |
| RAYTHEON TECHNOLOGIES CORP COM |
28,461 | +533 | $2,735 |
| RTX | 28,461 | +533 | $2,735 |
| MERCK & CO INC COM |
28,332 | -629 | $2,583 |
| MRK | 28,332 | -629 | $2,583 |
| TRAVELERS COMPANIES INC COM |
14,908 | +146 | $2,521 |
| TRV | 14,908 | +146 | $2,521 |
| ABBVIE INC COM |
16,341 | +3 | $2,503 |
| ABBV | 16,341 | +3 | $2,503 |
| DOCUSIGN INC COM |
42,413 | +3,561 | $2,434 |
| DOCU | 42,413 | +3,561 | $2,434 |
| SPDR S&P DIVIDEND ETF (SDY) |
19,236 | +907 | $2,283 |
| SDY | 19,236 | +907 | $2,283 |
| COSTCO WHSL CORP NEW COM |
4,762 | -13 | $2,282 |
| COST | 4,762 | -13 | $2,282 |
| VANGUARD REAL ESTATE ETF (VNQ) |
24,942 | +13,581 | $2,272 |
| VNQ | 24,942 | +13,581 | $2,272 |
| COCA COLA CO COM |
35,660 | -130 | $2,243 |
| KO | 35,660 | -130 | $2,243 |
| COMCAST CORP NEW CL A |
56,745 | +3,967 | $2,227 |
| CMCSA | 56,745 | +3,967 | $2,227 |
| AIRBNB INC COM CL A |
24,713 | -4,045 | $2,201 |
| ABNB | 24,713 | -4,045 | $2,201 |
| VERIZON COMMUNICATIONS INC COM |
43,020 | -1,917 | $2,183 |
| VZ | 43,020 | -1,917 | $2,183 |
| GARTNER INC COM |
8,856 | -2,203 | $2,142 |
| IT | 8,856 | -2,203 | $2,142 |
| NIKE INC CL B |
20,504 | -113 | $2,096 |
| NKE | 20,504 | -113 | $2,096 |
| AMERICAN TOWER CORP NEW COM |
7,626 | +53 | $1,949 |
| AMT | 7,626 | +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 |
