A Deep Dive into YorkBridge Wealth Partners, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investor, it is always important to keep track of changes in holdings of funds you have invested in. One such fund is YorkBridge Wealth Partners, LLC. In this blog post, we will take a closer look at the changes in the fund's holdings between Q3 2022 and Q4 2022 as reported in their 13F filings.

Introduction:

YorkBridge Wealth Partners, LLC is a registered investment adviser that manages portfolios for high net worth individuals, families, and businesses. Their 13F filings provide insights into their holdings and investment strategies. In this analysis, we will be focusing on the changes in their holdings between Q3 2022 and Q4 2022.

Main Body:

The Q3 2022 13F filing shows that the largest holdings of YorkBridge Wealth Partners, LLC were in SPDR S&P 500 ETF Trust, Apple Inc., and Vanguard High Dividend Yield Index ETF. These companies accounted for 11.4%, 9.4%, and 8.4%, respectively, of the fund's total holdings. The total value of the fund's holdings was $239,981,000.

However, in Q4 2022, we see some notable changes in the fund's holdings. The largest holding for this quarter was SPDR S&P 500 ETF Trust, with an increase of 1.3% in the number of shares held. This was followed by Vanguard Russell 1000 Growth ETF, with an increase of 27.6% in the number of shares held. These were both positive changes for the fund.

On the other hand, there were some significant decreases in other holdings. The most notable was in the holdings of Amazon.com Inc., which decreased by 43.7%. There were also decreases in the holdings of PayPal Holdings Inc. (-25.5%) and Illumina Inc. (-1.7%).

Overall, the fund's total value of holdings increased from $239,981,000 in Q3 2022 to $263,157,000 in Q4 2022. This is a significant increase of 9.6%. The fund's top holdings in Q4 2022 were SPDR S&P 500 ETF Trust, Vanguard Russell 1000 Growth ETF, and Vanguard High Dividend Yield Index ETF. These three holdings accounted for 11.2%, 5.7%, and 5.8%, respectively, of the fund's total holdings.

Conclusion:

In conclusion, YorkBridge Wealth Partners, LLC saw some significant changes in their holdings between Q3 2022 and Q4 2022. While there were some notable decreases in holdings, there were also some positive increases. The fund's top holdings changed slightly, with a new holding in Vanguard Russell 1000 Growth ETF. Overall, the fund's value of holdings significantly increased, indicating a potentially successful quarter. As always, it is important to keep track of changes in holdings in the funds you have invested in.