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  Name: YorkBridge Wealth Partners LLC
  City: NEW YORK
  State: NY
  Zip: 10105
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $394,151,000
  Total Value Change : $6,333,000
  Securities Held Change : -18
   
All Securities Held : 256
  New Positions : 9
  Closed Positions : 29
  Increased Positions : 65
  Unchanged Positions : 32
  Decreased Positions : 150

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVB)1 Year Chart         AVB AvalonBay Communities 114 New $196.89 $610,000 3,774 0.15% 610,000 3,774 0.003    REIT - Housing/Apartm...
   (BN)1 Year Chart         BN BROOKFIELD Corp 194 New $44.23 $298,000 9,457 0.08% 298,000 9,457 0.001    N/A
   (AVY)1 Year Chart         AVY Avery Dennison Corporation 216 New $225.61 $256,000 1,416 0.06% 256,000 1,416 0.002    Paper & Paper Products
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 223 New $121.31 $244,000 1,915 0.06% 244,000 1,915 0.001    Medical Appliances & ...
   (CHH)1 Year Chart         CHH Choice Hotels International... 233 New $117.16 $226,000 2,010 0.06% 226,000 2,010 0.004    Lodging
   (EME)1 Year Chart         EME Emcor Group Inc 241 New $380.28 $217,000 1,467 0.06% 217,000 1,467 0    General Contractors
   (APH)1 Year Chart         APH Amphenol Corp 245 New $127.57 $211,000 2,774 0.05% 211,000 2,774 0    Diversified Electronics
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 249 New $433.55 $202,000 650 0.05% 202,000 650 0.001    Asset Management
   (OLPX)1 Year Chart         OLPX Olaplex Holdings, Inc. 253 New $1.59 $121,000 23,206 0.03% 121,000 23,206 0.004    N/A

      9 Records Found
  1    
Page 1 of 1
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