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Home > Institutional Investor > Yorkbridge Wealth Partners, Llc > Profile

Instuitional Investor - Yorkbridge Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Yorkbridge Wealth Partners, Llc
Portfolio Value $394,152,600
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 76,978 $29,438,566 7.46%
2.
Apple Inc.
 AAPL 122,567 $15,925,161 4.04%
3.
Vanguard Whitehall Funds
 139,937 $15,142,549 3.84%
4.
Vanguard Scottsdale Funds
 273,764 $15,089,886 3.82%
5.
Microsoft Corp
 MSFT 54,406 $13,047,570 3.31%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)