• 13F History

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 -$25.6M -$5.73M SPY, AAPL, VYM, VONG, MSFT 13F-HR 1/26/2023, 09:31 AM
Q3 2022 274 $385M +$53.7M -$12.5M +$41.2M SPY, AAPL, AMZN, MSFT, VYM 13F-HR 10/17/2022, 06:11 PM
Q2 2022 278 $382M +$27.5M -$7.89M +$19.6M SPY, AAPL, WRB, MSFT, AMZN 13F-HR 7/14/2022, 06:16 PM
Q1 2022 284 $456M +$65.5M -$13M +$52.4M SPY, AAPL, AMZN, MSFT, WRB 13F-HR 4/14/2022, 05:42 PM
Q4 2021 280 $446M +$30.4M -$10.5M +$19.9M AAPL, AMZN, MSFT, GOOG, WRB 13F-HR 1/19/2022, 03:13 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 239 $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 -$2.18M +$41.9M AAPL, MSFT, AMZN, WRB, META 13F-HR 1/19/2021, 06:05 AM
Q3 2020 178 $238M +$27.1M -$15.1M +$12M MSFT, AAPL, WRB, META, JNJ 13F-HR 10/19/2020, 01:56 PM
Q2 2020 171 $219M +$30.5M -$3.42M +$27.1M AAPL, MSFT, AMZN, WRB, GOOG 13F-HR 7/20/2020, 07:43 AM
Q1 2020 153 $161M +$6.11M -$14.9M -$8.75M MSFT, WRB, AAPL, AMZN, JNJ 13F-HR 4/16/2020, 11:02 AM
Q4 2019 183 $218M +$12.8M -$7.19M +$5.63M AAPL, WRB, MSFT, AMZN, GOOG 13F-HR 1/17/2020, 09:34 AM
Q3 2019 170 $198M +$7.7M -$7.38M +$319K WRB, MSFT, AAPL, AMZN, GOOG 13F-HR 10/21/2019, 08:15 AM
Q2 2019 727 $225M +$10.9M -$6.65M +$4.2M WRB, MSFT, AMZN, AAPL, V 13F-HR 7/18/2019, 11:33 AM
Q1 2019 726 $217M +$12.5M -$8.38M +$4.15M WRB, AMZN, MSFT, AAPL, NEAR 13F-HR 5/9/2019, 03:18 PM
Q4 2018 709 $189M +$9.31M -$6.75M +$2.55M WRB, AMZN, MSFT, AAPL, NEAR 13F-HR 2/13/2019, 04:56 PM
Q3 2018 729 $218M +$3.97M -$29M -$25.1M AMZN, AAPL, WRB, MSFT, NEAR 13F-HR 11/14/2018, 07:31 AM
Q2 2018 817 $228M +$12.8M -$5.98M +$6.83M AMZN, AAPL, WRB, MSFT, MA 13F-HR 8/10/2018, 02:20 PM
Q1 2018 796 $217M +$13.3M -$2.67M +$10.7M AMZN, AAPL, WRB, MSFT, MA 13F-HR 5/15/2018, 08:24 AM
Q4 2017 816 $203M +$15.9M -$10.4M +$5.53M AMZN, AAPL, WRB, MSFT, JNJ 13F-HR 2/12/2018, 01:47 PM
Q3 2017 831 $193M +$7.75M -$6.7M +$1.04M AAPL, WRB, AMZN, JNJ, META 13F-HR 10/27/2017, 03:00 PM
Q2 2017 831 $188M +$5.25M -$9.98M -$4.73M WRB, AAPL, AMZN, JNJ, META 13F-HR 8/14/2017, 11:10 AM
Q1 2017 807 $190M +$18.7M -$7.63M +$11M AAPL, WRB, AMZN, SPY, JNJ 13F-HR 5/5/2017, 02:24 PM
Q4 2016 817 $168M WRB, AAPL, SPY, AMZN, JNJ 13F-HR 5/5/2017, 02:10 PM