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YorkBridge Wealth Partners, LLC Buys S&P 500 ETF TRUST ETF, DocuSign Inc, AECOM, Sells ...

·8 min read

Investment company YorkBridge Wealth Partners, LLC (Current Portfolio) buys S&P 500 ETF TRUST ETF, DocuSign Inc, AECOM, Advance Auto Parts Inc, iShares MSCI EAFE ETF, sells Schwab U.S. Small-Cap ETF, Schwab U.S. Mid-Cap ETF, ON24 Inc, Alibaba Group Holding, Truist Financial Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, YorkBridge Wealth Partners, LLC. As of 2021Q4, YorkBridge Wealth Partners, LLC owns 280 stocks with a total value of $446 million. These are the details of the buys and sells.

  • New Purchases: DOCU, AAP, ESI, ACM, JBHT, DG, IFF, TRUP, AER, MGP, VRT, TMUS, SEAS, AMN, HLI, HPQ, ATVI, RL, MIR, LAD, APPF, LIVN, ALRM, LOW, D, IWO, MLM, VAC, EW,

  • Added Positions: SPY, AMZN, MA, GOOG, EFA, IWP, DD, IWF, CRM, V, ABT, ADBE, WFC, NOW, BDX, VWO, NFLX, VIG, ADSK, ISRG, ABNB, NKE, SCHD, SBUX, ACN, ENB, ZTS, FOXF, GLOB, IT, UNH, WING, GOOGL, RVLV, QLYS, BL, SWKS, APO, NEAR, PGNY, MEDP, NOC, YETI, KO, ALGN, GSHD, PYPL, EXPO, SRE, DAVA, TRV, BURL, VZ, TSM, VTV, TSLA, SCHG, MSCI, ALC, BAH, WMT, VNQ, PPG, WMB, CNI, CHKP, TLK, IEX, KEYS, TDY, C, DIOD, WSM, SAP, CPRT, TTWO, MAS, RJF, CSCO, ZBRA, STE, IBN, COO, ENTG, WST, FND, BBVA, CHD, RMD, MKC, DEO, PGR, YNDX, HII, SUI, MTD, FRC, CTAS, CRL, HZNP,

  • Reduced Positions: SCHA, SCHM, FB, AAPL, BX, IBM, T, HD, NXPI, DGRO, WM, PFE, ETSY, SPSC, NVDA, PEG, NBIX, QCOM, JPM, BAC, BHP, HON, KMB, UPS, GIS, PG, ORCL, RTX, TXN, AIG, ECL, AVGO, AXP, AMGN, ABG, POOL, TIP, ADP, AON, INTC, NEE, ITUB, EIX, VMC, MET, MDLZ, PNC, CIEN, VTI, HDB, RDS.B, AKAM, BLK, AZTA, UL, COP, CVX, IP, DVY, RIO, UNP, HSY, PANW, ZBH,

  • Sold Out: ONTF, BABA, TFC, FIS, SQ, GLD, IGV, SLVM,


For the details of YorkBridge Wealth Partners, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/yorkbridge+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of YorkBridge Wealth Partners, LLC

  1. Apple Inc (AAPL) - 144,248 shares, 5.74% of the total portfolio. Shares reduced by 5.36%

  2. Amazon.com Inc (AMZN) - 5,971 shares, 4.46% of the total portfolio. Shares added by 11.80%

  3. Microsoft Corp (MSFT) - 54,626 shares, 4.12% of the total portfolio. Shares reduced by 0.4%

  4. Alphabet Inc (GOOG) - 4,437 shares, 2.88% of the total portfolio. Shares added by 5.97%

  5. WR Berkley Corp (WRB) - 149,799 shares, 2.77% of the total portfolio.

New Purchase: DocuSign Inc (DOCU)

YorkBridge Wealth Partners, LLC initiated holding in DocuSign Inc. The purchase prices were between $135.09 and $284.11, with an estimated average price of $226.68. The stock is now traded at around $126.990000. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,611 shares as of 2021-12-31.

New Purchase: Element Solutions Inc (ESI)

YorkBridge Wealth Partners, LLC initiated holding in Element Solutions Inc. The purchase prices were between $22.09 and $26.22, with an estimated average price of $23.64. The stock is now traded at around $23.910000. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,667 shares as of 2021-12-31.

New Purchase: AECOM (ACM)

YorkBridge Wealth Partners, LLC initiated holding in AECOM. The purchase prices were between $62.27 and $77.35, with an estimated average price of $70.44. The stock is now traded at around $71.220000. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,636 shares as of 2021-12-31.

New Purchase: Advance Auto Parts Inc (AAP)

YorkBridge Wealth Partners, LLC initiated holding in Advance Auto Parts Inc. The purchase prices were between $207.17 and $241.91, with an estimated average price of $228.86. The stock is now traded at around $234.340000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,130 shares as of 2021-12-31.

New Purchase: Dollar General Corp (DG)

YorkBridge Wealth Partners, LLC initiated holding in Dollar General Corp. The purchase prices were between $205.61 and $235.83, with an estimated average price of $221.07. The stock is now traded at around $219.940000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,858 shares as of 2021-12-31.

New Purchase: International Flavors & Fragrances Inc (IFF)

YorkBridge Wealth Partners, LLC initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $135.47 and $153.12, with an estimated average price of $145.73. The stock is now traded at around $139.380000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,070 shares as of 2021-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

YorkBridge Wealth Partners, LLC added to a holding in S&P 500 ETF TRUST ETF by 134.47%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $451.750000. The impact to a portfolio due to this purchase was 1.47%. The holding were 24,176 shares as of 2021-12-31.

Added: iShares MSCI EAFE ETF (EFA)

YorkBridge Wealth Partners, LLC added to a holding in iShares MSCI EAFE ETF by 206.29%. The purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now traded at around $77.770000. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,645 shares as of 2021-12-31.

Added: iShares Russell Mid-Cap Growth ETF (IWP)

YorkBridge Wealth Partners, LLC added to a holding in iShares Russell Mid-Cap Growth ETF by 55.14%. The purchase prices were between $109.78 and $123.16, with an estimated average price of $116.57. The stock is now traded at around $100.670000. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,923 shares as of 2021-12-31.

Added: DuPont de Nemours Inc (DD)

YorkBridge Wealth Partners, LLC added to a holding in DuPont de Nemours Inc by 98.72%. The purchase prices were between $69.15 and $81.02, with an estimated average price of $76.01. The stock is now traded at around $81.580000. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,288 shares as of 2021-12-31.

Added: Wells Fargo & Co (WFC)

YorkBridge Wealth Partners, LLC added to a holding in Wells Fargo & Co by 36.76%. The purchase prices were between $45.31 and $52, with an estimated average price of $49.28. The stock is now traded at around $55.570000. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,937 shares as of 2021-12-31.

Added: Becton, Dickinson and Co (BDX)

YorkBridge Wealth Partners, LLC added to a holding in Becton, Dickinson and Co by 32.20%. The purchase prices were between $235.83 and $257.21, with an estimated average price of $245.62. The stock is now traded at around $263.870000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,572 shares as of 2021-12-31.

Sold Out: ON24 Inc (ONTF)

YorkBridge Wealth Partners, LLC sold out a holding in ON24 Inc. The sale prices were between $15.2 and $20.62, with an estimated average price of $17.78.

Sold Out: Alibaba Group Holding Ltd (BABA)

YorkBridge Wealth Partners, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Truist Financial Corp (TFC)

YorkBridge Wealth Partners, LLC sold out a holding in Truist Financial Corp. The sale prices were between $55.67 and $65.14, with an estimated average price of $61.08.

Sold Out: Fidelity National Information Services Inc (FIS)

YorkBridge Wealth Partners, LLC sold out a holding in Fidelity National Information Services Inc. The sale prices were between $102.36 and $125.04, with an estimated average price of $112.73.

Sold Out: Block Inc (SQ)

YorkBridge Wealth Partners, LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: SPDR Gold Shares ETF (GLD)

YorkBridge Wealth Partners, LLC sold out a holding in SPDR Gold Shares ETF. The sale prices were between $163.92 and $174.5, with an estimated average price of $167.93.



Here is the complete portfolio of YorkBridge Wealth Partners, LLC. Also check out:

1. YorkBridge Wealth Partners, LLC's Undervalued Stocks

2. YorkBridge Wealth Partners, LLC's Top Growth Companies, and

3. YorkBridge Wealth Partners, LLC's High Yield stocks

4. Stocks that YorkBridge Wealth Partners, LLC keeps buyingThis article first appeared on GuruFocus.