CHIEF COMPLIANCE OFFICER

0001696064-20-000001.txt : 20200117 0001696064-20-000001.hdr.sgml : 20200117 20200117103401 ACCESSION NUMBER: 0001696064-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200117 DATE AS OF CHANGE: 20200117 EFFECTIVENESS DATE: 20200117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: YorkBridge Wealth Partners, LLC CENTRAL INDEX KEY: 0001696064 IRS NUMBER: 812859118 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18019 FILM NUMBER: 20532580 BUSINESS ADDRESS: STREET 1: 1345 AVENUE OF THE AMERICAS, 2ND FLOOR STREET 2: 2ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10105 BUSINESS PHONE: (212)574-4070 MAIL ADDRESS: STREET 1: 1345 AVENUE OF THE AMERICAS, 2ND FLOOR STREET 2: 2ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10105 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001696064 XXXXXXXX 12-31-2019 12-31-2019 YorkBridge Wealth Partners, LLC

1345 AVENUE OF THE AMERICAS, 2ND FLOOR 2ND FLOOR NEW YORK NY 10105

13F HOLDINGS REPORT 028-18019 N SETH SCHER CHIEF COMPLIANCE OFFICER (212) 574-4070 SETH SCHER New york NY 01-17-2020 0 183 218173 false INFORMATION TABLE 2 13FYorkBridge20191231.xml 3M CO COM Stock 88579Y101 2361 13381 SH SOLE 13380 0 0 ABBOTT LABS COM Stock 002824100 1766 20334 SH SOLE 20250 0 84 ABBVIE INC COM Stock 00287Y109 425 4800 SH SOLE 4800 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 3352 15919 SH SOLE 15861 0 58 ADOBE INC COM Stock 00724F101 3155 9565 SH SOLE 9518 0 47 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 229 1078 SH SOLE 1078 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 1448 5191 SH SOLE 5166 0 25 ALLSTATE CORP COM Stock 020002101 217 1926 SH SOLE 1926 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 2886 2155 SH SOLE 2151 0 4 ALPHABET INC CAP STK CL C Stock 02079K107 5353 4004 SH SOLE 3991 0 13 ALTRIA GROUP INC COM Stock 02209S103 277 5558 SH SOLE 5558 0 0 AMAZON COM INC COM Stock 023135106 6612 3578 SH SOLE 3578 0 0 AMBEV SA SPONSORED ADR ADR 02319V103 255 54673 SH SOLE 54673 0 0 AMERICAN EXPRESS CO COM Stock 025816109 684 5498 SH SOLE 5498 0 0 AMERICAN INTL GROUP INC COM NEW Stock 026874784 373 7260 SH SOLE 7260 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 1424 6198 SH SOLE 6198 0 0 AMGEN INC COM Stock 031162100 1537 6375 SH SOLE 6375 0 0 ANALOG DEVICES INC COM Stock 032654105 417 3508 SH SOLE 3508 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR ADR 03524A108 467 5696 SH SOLE 5696 0 0 AON PLC SHS CL A Stock G0408V102 578 2776 SH SOLE 2776 0 0 APOLLO GLOBAL MGMT INC COM CL A Stock 03768E105 310 6505 SH SOLE 6505 0 0 APPLE INC COM Stock 037833100 10770 36675 SH SOLE 36675 0 0 AT&T INC COM Stock 00206R102 1532 39207 SH SOLE 39207 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 2872 16843 SH SOLE 16795 0 48 BAIDU INC SPON ADR REP A ADR 056752108 315 2489 SH SOLE 2489 0 0 BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR ADR 05946K101 298 53351 SH SOLE 53351 0 0 BANK AMER CORP COM Stock 060505104 1135 32222 SH SOLE 32222 0 0 BANK NEW YORK MELLON CORP COM Stock 064058100 345 6860 SH SOLE 6860 0 0 BERKLEY W R CORP COM Stock 084423102 10110 146316 SH SOLE 146316 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 340 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 3059 13504 SH SOLE 13504 0 0 BIOGEN INC COM Stock 09062X103 528 1778 SH SOLE 1778 0 0 BLACKROCK INC COM Stock 09247X101 552 1098 SH SOLE 1098 0 0 BLACKSTONE GROUP INC COM CL A Stock 09260D107 634 11329 SH SOLE 11329 0 0 BOEING CO COM Stock 097023105 388 1190 SH SOLE 1190 0 0 BOOKING HLDGS INC COM Stock 09857L108 1041 507 SH SOLE 505 0 2 BRISTOL MYERS SQUIBB CO COM Stock 110122108 1046 16302 SH SOLE 16301 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH Stock 112585104 404 6998 SH SOLE 6998 0 0 BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 261 5227 SH SOLE 5227 0 0 CANADIAN NATL RY CO COM Stock 136375102 406 4493 SH SOLE 4493 0 0 CATERPILLAR INC DEL COM Stock 149123101 230 1555 SH SOLE 1555 0 0 CHECK POINT SOFTWARE TECH LTD ORD 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MORGAN INC DEL COM Stock 49456B101 353 16693 SH SOLE 16693 0 0 LINDE PLC SHS Stock G5494J103 925 4344 SH SOLE 4344 0 0 MACK CALI RLTY CORP COM REIT 554489104 231 10000 SH SOLE 10000 0 0 MARKEL CORP COM Stock 570535104 549 480 SH SOLE 480 0 0 MASTERCARD INC CL A Stock 57636Q104 3774 12640 SH SOLE 12594 0 46 MCCORMICK & CO INC COM NON VTG Stock 579780206 263 1549 SH SOLE 1549 0 0 MCDONALDS CORP COM Stock 580135101 584 2953 SH SOLE 2953 0 0 MEDTRONIC PLC SHS Stock G5960L103 387 3414 SH SOLE 3414 0 0 MERCK & CO INC COM Stock 58933Y105 1380 15175 SH SOLE 15175 0 0 METLIFE INC COM Stock 59156R108 486 9537 SH SOLE 9537 0 0 MICROSOFT CORP COM Stock 594918104 9353 59309 SH SOLE 59159 0 150 MONDELEZ INTL INC CL A Stock 609207105 607 11029 SH SOLE 11028 0 0 MSCI INC COM Stock 55354G100 995 3853 SH SOLE 3833 0 20 NETFLIX INC COM Stock 64110L106 853 2635 SH SOLE 2635 0 0 NEXTERA ENERGY INC COM Stock 65339F101 1308 5402 SH SOLE 5402 0 0 NIKE INC CL B Stock 654106103 2150 21222 SH SOLE 21116 0 106 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