CHIEF COMPLIANCE OFFICER

0001696064-20-000002.txt : 20200416 0001696064-20-000002.hdr.sgml : 20200416 20200416110248 ACCESSION NUMBER: 0001696064-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200416 DATE AS OF CHANGE: 20200416 EFFECTIVENESS DATE: 20200416 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: 20795485 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 03-31-2020 03-31-2020 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 04-16-2020 0 155 162593 false INFORMATION TABLE 2 13FYorkBridge20200331.xml 3M CO COM Stock 88579Y101 1674 12264 SH SOLE 0 0 12264 ABBOTT LABS COM Stock 002824100 2462 31197 SH SOLE 0 0 31045 ABBVIE INC COM Stock 00287Y109 366 4800 SH SOLE 0 0 4800 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 2526 15471 SH SOLE 0 0 15413 ADOBE INC COM Stock 00724F101 2943 9248 SH SOLE 0 0 9201 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 265 2898 SH SOLE 0 0 2898 ALIGN TECHNOLOGY INC COM Stock 016255101 877 5039 SH SOLE 0 0 5014 ALPHABET INC CAP STK CL A Stock 02079K305 1613 1388 SH SOLE 0 0 1384 ALPHABET INC CAP STK CL C Stock 02079K107 3731 3209 SH SOLE 0 0 3196 ALTRIA GROUP INC COM Stock 02209S103 233 6032 SH SOLE 0 0 6032 AMAZON COM INC COM Stock 023135106 4909 2518 SH SOLE 0 0 2518 AMBEV SA SPONSORED ADR ADR 02319V103 120 51981 SH SOLE 0 0 51981 AMERICAN EXPRESS CO COM Stock 025816109 455 5315 SH SOLE 0 0 5315 AMERICAN INTL GROUP INC COM NEW Stock 026874784 213 8803 SH SOLE 0 0 8803 AMERICAN TOWER CORP NEW COM REIT 03027X100 1362 6254 SH SOLE 0 0 6254 AMGEN INC COM Stock 031162100 1294 6385 SH SOLE 0 0 6385 ANALOG DEVICES INC COM Stock 032654105 234 2613 SH SOLE 0 0 2613 AON PLC SHS CL A Stock G0408V102 458 2776 SH SOLE 0 0 2776 APOLLO GLOBAL MGMT INC COM CL A Stock 03768E105 241 7197 SH SOLE 0 0 7197 APPLE INC COM Stock 037833100 6642 26121 SH SOLE 0 0 26121 AT&T INC COM Stock 00206R102 1166 40002 SH SOLE 0 0 40002 AUTODESK INC COM Stock 052769106 909 5826 SH SOLE 0 0 5793 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 2221 16249 SH SOLE 0 0 16201 BAIDU INC SPON ADR REP A ADR 056752108 259 2565 SH SOLE 0 0 2565 BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR ADR 05946K101 172 56271 SH SOLE 0 0 56271 BANK NEW YORK MELLON CORP COM Stock 064058100 231 6860 SH SOLE 0 0 6860 BECTON DICKINSON & CO COM Stock 075887109 286 1243 SH SOLE 0 0 1243 BERKLEY W R CORP COM Stock 084423102 7633 146316 SH SOLE 0 0 146316 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 272 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 2433 13310 SH SOLE 0 0 13310 BIOGEN INC COM Stock 09062X103 400 1265 SH SOLE 0 0 1265 BK OF AMERICA CORP COM Stock 060505104 716 33711 SH SOLE 0 0 33711 BLACKROCK INC COM Stock 09247X101 411 935 SH SOLE 0 0 935 BLACKSTONE GROUP INC COM CL A Stock 09260D107 528 11586 SH SOLE 0 0 11586 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 848 15217 SH SOLE 0 0 15217 BROOKFIELD ASSET MGMT INC CL A LTD VT SH Stock 112585104 310 6998 SH SOLE 0 0 6998 CANADIAN NATL RY CO COM Stock 136375102 339 4365 SH SOLE 0 0 4365 CHECK POINT SOFTWARE TECH LTD ORD Stock M22465104 409 4064 SH SOLE 0 0 4064 CHEVRON CORP NEW COM Stock 166764100 325 5152 SH SOLE 0 0 5152 CHINA MOBILE LIMITED SPONSORED ADR ADR 16941M109 204 5411 SH SOLE 0 0 5411 CHUBB LIMITED COM Stock H1467J104 335 3002 SH SOLE 0 0 3001 CISCO SYS INC COM Stock 17275R102 551 14016 SH SOLE 0 0 14016 CITIGROUP INC COM NEW Stock 172967424 620 14726 SH SOLE 0 0 14726 COCA COLA CO COM Stock 191216100 1248 28202 SH SOLE 0 0 28202 COHEN & STEERS LTD DURATION PF COM CEF 19248C105 1306 63572 SH SOLE 0 0 63572 COLGATE PALMOLIVE CO COM Stock 194162103 310 4672 SH SOLE 0 0 4672 COMCAST CORP NEW CL A Stock 20030N101 1542 44856 SH SOLE 0 0 44856 COSTCO WHSL CORP NEW COM Stock 22160K105 364 1276 SH SOLE 0 0 1276 DIAGEO P L C SPON ADR NEW ADR 25243Q205 211 1663 SH SOLE 0 0 1663 DISNEY WALT CO COM DISNEY Stock 254687106 1329 13754 SH SOLE 0 0 13754 DOLLAR GEN CORP NEW COM Stock 256677105 1417 9385 SH SOLE 0 0 9337 ECOLAB INC COM Stock 278865100 455 2922 SH SOLE 0 0 2922 EDISON INTL COM Stock 281020107 217 3955 SH SOLE 0 0 3955 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 Stock 292102209 272 32211 SH SOLE 0 0 32211 ENBRIDGE INC COM Stock 29250N105 393 13525 SH SOLE 0 0 13525 EXXON MOBIL CORP COM Stock 30231G102 991 26102 SH SOLE 0 0 26102 FACEBOOK INC CL A Stock 30303M102 3549 21278 SH SOLE 0 0 21177 FAIR ISAAC CORP COM Stock 303250104 308 1000 SH SOLE 0 0 1000 GARTNER INC COM Stock 366651107 909 9126 SH SOLE 0 0 9076 GENERAL ELECTRIC CO COM Stock 369604103 352 44282 SH SOLE 0 0 44282 GENERAL MLS INC COM Stock 370334104 220 4164 SH SOLE 0 0 4164 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 329 3710 SH SOLE 0 0 3710 HOME DEPOT INC COM Stock 437076102 2297 12300 SH SOLE 0 0 12300 HONEYWELL INTL INC COM Stock 438516106 715 5341 SH SOLE 0 0 5341 HSBC HLDGS PLC SPON ADR NEW ADR 404280406 306 10929 SH SOLE 0 0 10929 HUBBELL INC COM Stock 443510607 227 1980 SH SOLE 0 0 1980 ICICI BANK LIMITED ADR ADR 45104G104 172 20271 SH SOLE 0 0 20271 INTEL CORP COM Stock 458140100 1158 21391 SH SOLE 0 0 21391 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 770 6941 SH SOLE 0 0 6941 INTL PAPER CO COM Stock 460146103 319 10260 SH SOLE 0 0 10260 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 450 13820 SH SOLE 0 0 13820 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 360 6660 SH SOLE 0 0 6660 ISHARES RUSSELL 1000 ETF ETF 464287622 394 2785 SH SOLE 0 0 2785 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1793 11905 SH SOLE 0 0 11904 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 431 4347 SH SOLE 0 0 4347 ISHARES RUSSELL 2000 ETF ETF 464287655 218 1908 SH SOLE 0 0 1908 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 292 3561 SH SOLE 0 0 3561 ISHARES RUSSELL MID-CAP ETF ETF 464287499 2146 49720 SH SOLE 0 0 49720 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 349 2868 SH SOLE 0 0 2868 ISHARES S&P 500 GROWTH ETF ETF 464287309 2656 16095 SH SOLE 0 0 16094 ISHARES S&P 500 VALUE ETF ETF 464287408 891 9257 SH SOLE 0 0 9257 ISHARES SHORT MATURITY BOND ETF ETF 46431W507 1577 32514 SH SOLE 0 0 32513 ISHARES TIPS BOND ETF ETF 464287176 542 4600 SH SOLE 0 0 4600 ITAU UNIBANCO HLDG S A SPON ADR REP PFD ADR 465562106 96 21377 SH SOLE 0 0 21377 JOHNSON & JOHNSON COM Stock 478160104 4079 31104 SH SOLE 0 0 31104 JPMORGAN CHASE & CO COM Stock 46625H100 1380 15331 SH SOLE 0 0 15331 KIMBERLY CLARK CORP COM Stock 494368103 478 3738 SH SOLE 0 0 3738 KINDER MORGAN INC DEL COM Stock 49456B101 269 19326 SH SOLE 0 0 19326 LINDE PLC SHS Stock G5494J103 673 3889 SH SOLE 0 0 3889 MACK CALI RLTY CORP COM REIT 554489104 228 15000 SH SOLE 0 0 15000 MARKEL CORP COM Stock 570535104 445 480 SH SOLE 0 0 480 MASTERCARD INC CL A Stock 57636Q104 2865 11860 SH SOLE 0 0 11814 MCDONALDS CORP COM Stock 580135101 430 2599 SH SOLE 0 0 2599 MEDTRONIC PLC SHS Stock G5960L103 302 3349 SH SOLE 0 0 3349 MERCK & CO. INC COM Stock 58933Y105 1149 14934 SH SOLE 0 0 14934 METLIFE INC COM Stock 59156R108 294 9627 SH SOLE 0 0 9627 MICROSOFT CORP COM Stock 594918104 8859 56174 SH SOLE 0 0 56023 MONDELEZ INTL INC CL A Stock 609207105 594 11857 SH SOLE 0 0 11857 MSCI INC COM Stock 55354G100 1050 3635 SH SOLE 0 0 3615 NETFLIX INC COM Stock 64110L106 392 1045 SH SOLE 0 0 1045 NEXTERA ENERGY INC COM Stock 65339F101 1363 5664 SH SOLE 0 0 5664 NIKE INC CL B Stock 654106103 1377 16647 SH SOLE 0 0 16568 NORFOLK SOUTHERN CORP COM Stock 655844108 244 1671 SH SOLE 0 0 1671 NVIDIA CORP COM Stock 67066G104 228 865 SH SOLE 0 0 865 ORACLE CORP COM Stock 68389X105 292 6052 SH SOLE 0 0 6052 PAYPAL HLDGS INC COM Stock 70450Y103 1804 18840 SH SOLE 0 0 18767 PEPSICO INC COM Stock 713448108 1475 12281 SH SOLE 0 0 12280 PFIZER INC COM Stock 717081103 2560 78438 SH SOLE 0 0 78438 PNC FINL SVCS GROUP INC COM Stock 693475105 322 3366 SH SOLE 0 0 3366 PPG INDS INC COM Stock 693506107 516 6171 SH SOLE 0 0 6171 PROCTER & GAMBLE CO COM Stock 742718109 2390 21726 SH SOLE 0 0 21726 PROGRESSIVE CORP OHIO COM Stock 743315103 558 7558 SH SOLE 0 0 7558 RAYTHEON CO COM NEW Stock 755111507 518 3952 SH SOLE 0 0 3952 RAYTHEON TECHNOLOGIES CORP COM Stock 755111507 1203 12750 SH SOLE 0 0 12750 REGENERON PHARMACEUTICALS COM Stock 75886F107 1540 3154 SH SOLE 0 0 3138 SALESFORCE COM INC COM Stock 79466L302 1626 11294 SH SOLE 0 0 11236 SAP SE SPON ADR ADR 803054204 673 6090 SH SOLE 0 0 6090 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 443 5566 SH SOLE 0 0 5566 SCHWAB U.S. MID-CAP ETF ETF 808524508 1437 34078 SH SOLE 0 0 34078 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 1034 20080 SH SOLE 0 0 20079 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 512 11382 SH SOLE 0 0 11382 SERVICENOW INC COM Stock 81762P102 1488 5194 SH SOLE 0 0 5165 SPDR S&P 500 ETF ETF 78462F103 1672 6487 SH SOLE 0 0 6487 SPDR S&P DIVIDEND ETF ETF 78464A763 1421 17798 SH SOLE 0 0 17798 STARBUCKS CORP COM Stock 855244109 979 14885 SH SOLE 0 0 14810 SYSCO CORP COM Stock 871829107 274 6014 SH SOLE 0 0 6014 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100 684 14317 SH SOLE 0 0 14317 TCG BDC INC COM CEF 872280102 296 56650 SH SOLE 0 0 56650 TEXAS INSTRS INC COM Stock 882508104 873 8735 SH SOLE 0 0 8735 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 249 877 SH SOLE 0 0 877 TIFFANY & CO NEW COM Stock 886547108 233 1800 SH SOLE 0 0 1800 TRAVELERS COMPANIES INC COM Stock 89417E109 1182 11901 SH SOLE 0 0 11901 UNILEVER PLC SPON ADR NEW ADR 904767704 217 4291 SH SOLE 0 0 4291 UNION PAC CORP COM Stock 907818108 713 5054 SH SOLE 0 0 5054 UNITED PARCEL SERVICE INC CL B Stock 911312106 634 6782 SH SOLE 0 0 6781 UNITEDHEALTH GROUP INC COM Stock 91324P102 1709 6853 SH SOLE 0 0 6853 US BANCORP DEL COM NEW Stock 902973304 231 6712 SH SOLE 0 0 6712 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2129 20595 SH SOLE 0 0 20595 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 353 8609 SH SOLE 0 0 8609 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 353 10598 SH SOLE 0 0 10598 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 391 5527 SH SOLE 0 0 5526 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 308 1455 SH SOLE 0 0 1455 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 260 2051 SH SOLE 0 0 2051 VANGUARD REAL ESTATE ETF ETF 922908553 547 7826 SH SOLE 0 0 7826 VANGUARD S&P 500 ETF ETF 922908363 647 2732 SH SOLE 0 0 2732 VERIZON COMMUNICATIONS INC COM Stock 92343V104 1742 32423 SH SOLE 0 0 32422 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 237 994 SH SOLE 0 0 994 VISA INC COM CL A Stock 92826C839 3394 21063 SH SOLE 0 0 20989 VULCAN MATLS CO COM Stock 929160109 221 2044 SH SOLE 0 0 2044 WALMART INC COM Stock 931142103 685 6031 SH SOLE 0 0 6031 WASTE MGMT INC DEL COM Stock 94106L109 681 7353 SH SOLE 0 0 7353 WEC ENERGY GROUP INC COM Stock 92939U106 456 5176 SH SOLE 0 0 5176 WELLS FARGO CO NEW COM Stock 949746101 831 28964 SH SOLE 0 0 28964 WILLIAMS COS INC COM Stock 969457100 286 20191 SH SOLE 0 0 20191 ZOETIS INC CL A Stock 98978V103 2538 21563 SH SOLE 0 0 21473