Yorkbridge Wealth Partners LLC

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Assets, Funds, Holdings

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Yorkbridge Wealth Partners LLC
CRD #283949
SEC #801-107827
CIK #0001696064
AUM$805.4 MM
Employees8
Phone(212) 574-4070
Address80 Broad Street Suite 1701
New York, NY 10004
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AMZN 820,610.0 8.2
AAPL 843,560.0 6.7
WRB 10,130.0 6.6
MSFT 865,660.0 4.6
JNJ 369,000.0 3.9
MMM 119,250.0 3.9
MA 250,210.0 3.7
HD 206,070.0 3.3
GOOGL 819,810.0 3.3
GOOG 817,370.0 3.3
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Holdings by Sector ($BB)