YorkBridge Wealth Partners, LLC 13F Holdings

CIK 0001696064

As of Dec 31, 2022, YorkBridge Wealth Partners, LLC reported 256 positions worth $381.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—76,978$29.4M7.72%
APPLE INCAAPLTechnology122,567 5.9M4.17%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—139,937 5.1M3.97%
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—273,764 5.1M3.96%
MICROSOFT CORPMSFTTechnology54,406 3.0M3.42%
BERKLEY W R CORPWRBFinancial Services137,444 0.0M2.61%
JOHNSON & JOHNSONJNJHealthcare50,136$8.9M2.32%
AMAZON.COM INCAMZNEquity103,110$8.7M2.27%
ALPHABET INCGOOGEquity81,334$7.2M1.89%
UNITEDHEALTH GROUP INCUNHHealthcare13,585$7.2M1.89%
NETFLIX INCNFLXCommunication Services22,186$6.5M1.72%
EXXON MOBIL CORPXOMEnergy57,812$6.4M1.67%
ABBOTT LABORATORIESABTHealthcare56,702$6.2M1.63%
VISA INC-CLASS A SHARESVFinancial Services27,996$5.8M1.52%
MASTERCARD INCMAFinancial Services16,110$5.6M1.47%
SALESFORCE INCCRMTechnology34,067$4.5M1.18%
ADOBE INCADBETechnology13,285$4.5M1.17%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,443$4.5M1.17%
ACCENTURE PLCACNTechnology16,483$4.4M1.15%
PFIZER INCPFEHealthcare85,512$4.4M1.15%
HOME DEPOT INCHDConsumer Cyclical13,634$4.3M1.13%
PROCTER & GAMBLE COPGConsumer Defensive26,944$4.1M1.07%
ISHARES S&P 500 GROWTH ETFIVW—66,447$3.9M1.02%
JPMORGAN CHASE & COJPMFinancial Services28,040$3.8M0.99%
SERVICENOW INCNOWTechnology9,076$3.5M0.92%