Notify me when YorkBridge Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 256 | $394,152,600 | +$19,881,778 | -$39,408,023 | -$19,526,245 | SPY, AAPL, VYM, VONG, MSFT | 13F-HR | 26 Jan 2023, 10:31 |
| Q3 2022 | 274 | $387,818,000 | +$56,194,961 | -$22,140,486 | +$34,054,475 | SPY, AAPL, AMZN, MSFT, VYM | 13F-HR | 17 Oct 2022, 18:11 |
| Q2 2022 | 278 | $382,483,000 | +$27,496,498 | -$15,174,539 | +$12,321,959 | SPY, AAPL, WRB, MSFT, AMZN | 13F-HR | 14 Jul 2022, 18:16 |
| Q1 2022 | 284 | $455,784,000 | +$65,451,526 | -$21,619,689 | +$43,831,837 | SPY, AAPL, AMZN, MSFT, WRB | 13F-HR | 14 Apr 2022, 17:42 |
| Q4 2021 | 280 | $446,155,000 | +$30,393,793 | -$13,067,707 | +$17,326,086 | AAPL, AMZN, MSFT, GOOG, WRB | 13F-HR | 19 Jan 2022, 16:13 |
| Q3 2021 | 259 | $397,416,000 | +$23,732,085 | -$8,886,957 | +$14,845,128 | AAPL, AMZN, MSFT, META, GOOG | 13F-HR | 22 Oct 2021, 10:07 |
| Q2 2021 | 246 | $383,017,000 | +$24,792,924 | -$9,651,109 | +$15,141,815 | AAPL, MSFT, AMZN, META, WRB | 13F-HR | 22 Jul 2021, 13:26 |
| Q1 2021 | 240 | $338,078,000 | +$54,401,030 | -$24,526,446 | +$29,874,584 | AAPL, AMZN, MSFT, META, GOOG | 13F-HR | 15 Apr 2021, 16:47 |
| Q4 2020 | 215 | $298,613,000 | +$44,097,336 | -$3,315,609 | +$40,781,727 | AAPL, MSFT, AMZN, WRB, META | 13F-HR | 19 Jan 2021, 07:05 |
| Q3 2020 | 178 | $238,074,000 | +$27,089,702 | -$15,745,042 | +$11,344,660 | MSFT, AAPL, WRB, META, JNJ | 13F-HR | 19 Oct 2020, 13:56 |
| Q2 2020 | 171 | $218,742,000 | +$30,522,337 | -$5,164,459 | +$25,357,878 | AAPL, MSFT, AMZN, WRB, GOOG | 13F-HR | 20 Jul 2020, 07:43 |
| Q1 2020 | 155 | $161,390,000 | +$6,200,805 | -$27,649,674 | -$21,448,869 | MSFT, WRB, AAPL, AMZN, JNJ | 13F-HR | 16 Apr 2020, 11:02 |
| Q4 2019 | 183 | $218,173,000 | +$12,821,271 | -$8,566,504 | +$4,254,767 | AAPL, WRB, MSFT, AMZN, GOOG | 13F-HR | 17 Jan 2020, 10:34 |
| Q3 2019 | 170 | $198,478,000 | +$7,696,035 | -$37,111,166 | -$29,415,131 | WRB, MSFT, AAPL, AMZN, GOOG | 13F-HR | 21 Oct 2019, 08:15 |
| Q2 2019 | 745 | $225,033,000 | +$10,856,571 | -$8,522,243 | +$2,334,328 | WRB, MSFT, AMZN, AAPL, V | 13F-HR | 18 Jul 2019, 11:33 |
| Q1 2019 | 744 | $216,879,000 | +$12,603,806 | -$9,162,539 | +$3,441,267 | WRB, AMZN, MSFT, AAPL, NEAR | 13F-HR | 09 May 2019, 15:18 |
| Q4 2018 | 733 | $188,890,000 | +$9,306,808 | -$9,106,553 | +$200,255 | WRB, AMZN, MSFT, AAPL, NEAR | 13F-HR | 13 Feb 2019, 17:56 |
| Q3 2018 | 746 | $218,446,000 | +$3,971,671 | -$31,616,256 | -$27,644,585 | AMZN, AAPL, WRB, MSFT, NEAR | 13F-HR | 14 Nov 2018, 08:31 |
| Q2 2018 | 841 | $228,007,000 | +$12,850,687 | -$9,098,475 | +$3,752,212 | AMZN, AAPL, WRB, MSFT, MA | 13F-HR | 10 Aug 2018, 14:20 |
| Q1 2018 | 834 | $217,123,000 | +$13,318,241 | -$5,147,982 | +$8,170,259 | AMZN, AAPL, WRB, MSFT, MA | 13F-HR | 15 May 2018, 08:24 |
| Q4 2017 | 860 | $203,198,000 | +$15,852,004 | -$11,909,410 | +$3,942,594 | AMZN, AAPL, WRB, MSFT, JNJ | 13F-HR | 12 Feb 2018, 14:47 |
| Q3 2017 | 878 | $192,724,000 | +$7,732,713 | -$9,447,356 | -$1,714,643 | AAPL, WRB, AMZN, JNJ, META | 13F-HR | 27 Oct 2017, 15:00 |
| Q2 2017 | 874 | $188,267,000 | +$5,064,147 | -$10,605,351 | -$5,541,204 | WRB, AAPL, AMZN, JNJ, META | 13F-HR | 14 Aug 2017, 11:10 |
| Q1 2017 | 867 | $190,242,000 | +$18,491,511 | -$10,318,857 | +$8,172,654 | AAPL, WRB, AMZN, SPY, JNJ | 13F-HR | 05 May 2017, 14:24 |
| Q4 2016 | 886 | $168,415,000 | $0 | $0 | $0 | WRB, AAPL, SPY, AMZN, JNJ | 13F-HR | 05 May 2017, 14:10 |