YorkBridge Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2022 - Jan 26, 2023
Value $
$394M
Signature - Title
Seth Scher - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by YorkBridge Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. YorkBridge Wealth Partners, LLC reported 256 stock holdings with total value $394M as of Q4 2022. Top holdings included SPY, AAPL, VYM, VONG, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 256 $394M +$19.9M -$39.4M -$19.5M SPY, AAPL, VYM, VONG, MSFT 13F-HR 1/26/2023, 10:31 AM
Q3 2022 274 $388M +$56.2M -$22.1M +$34.1M SPY, AAPL, AMZN, MSFT, VYM 13F-HR 10/17/2022, 06:11 PM
Q2 2022 278 $382M +$27.5M -$15.2M +$12.3M SPY, AAPL, WRB, MSFT, AMZN 13F-HR 7/14/2022, 06:16 PM
Q1 2022 284 $456M +$65.5M -$21.6M +$43.8M SPY, AAPL, AMZN, MSFT, WRB 13F-HR 4/14/2022, 05:42 PM
Q4 2021 280 $446M +$30.4M -$13.1M +$17.3M AAPL, AMZN, MSFT, GOOG, WRB 13F-HR 1/19/2022, 04:13 PM
Q3 2021 259 $397M +$23.7M -$8.89M +$14.8M AAPL, AMZN, MSFT, META, GOOG 13F-HR 10/22/2021, 10:07 AM
Q2 2021 246 $383M +$24.8M -$9.65M +$15.1M AAPL, MSFT, AMZN, META, WRB 13F-HR 7/22/2021, 01:26 PM
Q1 2021 240 $338M +$54.4M -$24.5M +$29.9M AAPL, AMZN, MSFT, META, GOOG 13F-HR 4/15/2021, 04:47 PM
Q4 2020 215 $299M +$44.1M -$3.32M +$40.8M AAPL, MSFT, AMZN, WRB, META 13F-HR 1/19/2021, 07:05 AM
Q3 2020 178 $238M +$27.1M -$15.7M +$11.3M MSFT, AAPL, WRB, META, JNJ 13F-HR 10/19/2020, 01:56 PM
Q2 2020 171 $219M +$30.5M -$5.16M +$25.4M AAPL, MSFT, AMZN, WRB, GOOG 13F-HR 7/20/2020, 07:43 AM
Q1 2020 155 $161M +$6.2M -$27.6M -$21.4M MSFT, WRB, AAPL, AMZN, JNJ 13F-HR 4/16/2020, 11:02 AM
Q4 2019 183 $218M +$12.8M -$8.57M +$4.25M AAPL, WRB, MSFT, AMZN, GOOG 13F-HR 1/17/2020, 10:34 AM
Q3 2019 170 $198M +$7.7M -$37.1M -$29.4M WRB, MSFT, AAPL, AMZN, GOOG 13F-HR 10/21/2019, 08:15 AM
Q2 2019 745 $225M +$10.9M -$8.52M +$2.33M WRB, MSFT, AMZN, AAPL, V 13F-HR 7/18/2019, 11:33 AM
Q1 2019 744 $217M +$12.6M -$9.16M +$3.44M WRB, AMZN, MSFT, AAPL, NEAR 13F-HR 5/9/2019, 03:18 PM
Q4 2018 733 $189M +$9.31M -$9.11M +$200K WRB, AMZN, MSFT, AAPL, NEAR 13F-HR 2/13/2019, 05:56 PM
Q3 2018 746 $218M +$3.97M -$31.6M -$27.6M AMZN, AAPL, WRB, MSFT, NEAR 13F-HR 11/14/2018, 08:31 AM
Q2 2018 841 $228M +$12.9M -$9.1M +$3.75M AMZN, AAPL, WRB, MSFT, MA 13F-HR 8/10/2018, 02:20 PM
Q1 2018 834 $217M +$13.3M -$5.15M +$8.17M AMZN, AAPL, WRB, MSFT, MA 13F-HR 5/15/2018, 08:24 AM
Q4 2017 860 $203M +$15.9M -$11.9M +$3.94M AMZN, AAPL, WRB, MSFT, JNJ 13F-HR 2/12/2018, 02:47 PM
Q3 2017 878 $193M +$7.73M -$9.45M -$1.71M AAPL, WRB, AMZN, JNJ, META 13F-HR 10/27/2017, 03:00 PM
Q2 2017 874 $188M +$5.06M -$10.6M -$5.54M WRB, AAPL, AMZN, JNJ, META 13F-HR 8/14/2017, 11:10 AM
Q1 2017 867 $190M +$18.5M -$10.3M +$8.17M AAPL, WRB, AMZN, SPY, JNJ 13F-HR 5/5/2017, 02:24 PM
Q4 2016 886 $168M $0 $0 WRB, AAPL, SPY, AMZN, JNJ 13F-HR 5/5/2017, 02:10 PM