Institutional Manager · CIK 0001696064
YorkBridge Wealth Partners, LLC
NEW YORK, NY · File #028-18019
Latest AUM
$394.2M
Positions
256
Top-10 Concentration
47.8%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TRUST | SPY | 76,978 | $29.4M | 10.77% |
| 2 | APPLE INC COM | AAPL | 122,567 | $15.9M | 5.83% |
| 3 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 139,937 | $15.1M | 5.54% |
| 4 | VANGUARD RUSSELL 1000 GROWTH ETF | 92206C680 | 273,764 | $15.1M | 5.52% |
| 5 | MICROSOFT CORP COM | MSFT | 54,406 | $13.0M | 4.77% |
| 6 | BERKLEY W R CORP COM | WRB-PH | 137,444 | $10.0M | 3.65% |
| 7 | JOHNSON & JOHNSON COM | JNJ | 50,136 | $8.9M | 3.24% |
| 8 | AMAZON COM INC COM | AMZN | 103,110 | $8.7M | 3.17% |
| 9 | ALPHABET INC CAP STK CL C | GOOG | 81,334 | $7.2M | 2.64% |
| 10 | UNITEDHEALTH GROUP INC COM | UNH | 13,585 | $7.2M | 2.64% |
| 11 | NETFLIX INC COM | NFLX | 22,186 | $6.5M | 2.39% |
| 12 | EXXON MOBIL CORP COM | XOM | 57,812 | $6.4M | 2.33% |
| 13 | ABBOTT LABS COM | ABLZF | 56,702 | $6.2M | 2.28% |
| 14 | VISA INC COM CL A | V | 27,996 | $5.8M | 2.13% |
| 15 | MASTERCARD INCORPORATED CL A | MA | 16,110 | $5.6M | 2.05% |
| 16 | SALESFORCE INC COM | CRM | 34,067 | $4.5M | 1.65% |
| 17 | ADOBE SYSTEMS INCORPORATED COM | ADBE | 13,285 | $4.5M | 1.64% |
| 18 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 14,443 | $4.5M | 1.63% |
| 19 | ACCENTURE PLC IRELAND SHS CLASS A | ACN | 16,483 | $4.4M | 1.61% |
| 20 | PFIZER INC COM | PFE | 85,512 | $4.4M | 1.60% |