| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 25 | Q4 2022 | 6.4% |
| AMAZON COM INC COM | 25 | Q4 2022 | 4.7% |
| MICROSOFT CORP COM | 25 | Q4 2022 | 5.8% |
| SPDR S&P 500 ETF TRUST | 25 | Q4 2022 | 7.5% |
| ALPHABET INC CAP STK CL C | 25 | Q4 2022 | 2.9% |
| JOHNSON & JOHNSON COM | 25 | Q4 2022 | 2.9% |
| META PLATFORMS INC CL A | 25 | Q4 2022 | 3.3% |
| VISA INC COM CL A | 25 | Q4 2022 | 2.2% |
| MASTERCARD INCORPORATED CL A | 25 | Q4 2022 | 2.1% |
| ADOBE SYSTEMS INCORPORATED COM | 25 | Q4 2022 | 2.5% |
View YorkBridge Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-22 |
| 13F-HR | 2021-07-22 |
| 13F-HR | 2021-04-15 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-19 |
View YorkBridge Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.