0001696064-20-000003.txt : 20200720 0001696064-20-000003.hdr.sgml : 20200720 20200720074311 ACCESSION NUMBER: 0001696064-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200720 DATE AS OF CHANGE: 20200720 EFFECTIVENESS DATE: 20200720 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: 201035019 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 06-30-2020 06-30-2020 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 07-20-2020 0 171 218742 false
INFORMATION TABLE 2 13FYorkBridge20200630.xml AT&T INC COM Stock 00206R102 1046 34587 SH SOLE 0 0 34587 ABBOTT LABS COM Stock 002824100 3523 38530 SH SOLE 0 0 38530 ABBVIE INC COM Stock 00287Y109 488 4975 SH SOLE 0 0 4975 ADOBE INC COM Stock 00724F101 4770 10958 SH SOLE 0 0 10958 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 327 3058 SH SOLE 0 0 3058 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 871 4036 SH SOLE 0 0 4036 ALIGN TECHNOLOGY INC COM Stock 016255101 1674 6099 SH SOLE 0 0 6099 ALPHABET INC CAP STK CL C Stock 02079K107 6097 4313 SH SOLE 0 0 4313 ALPHABET INC CAP STK CL A Stock 02079K305 2959 2087 SH SOLE 0 0 2087 ALTRIA GROUP INC COM Stock 02209S103 249 6338 SH SOLE 0 0 6338 AMAZON COM INC COM Stock 023135106 10001 3625 SH SOLE 0 0 3625 AMBEV SA SPONSORED ADR ADR 02319V103 182 69066 SH SOLE 0 0 69066 AMERICAN EXPRESS CO COM Stock 025816109 550 5782 SH SOLE 0 0 5782 AMERICAN INTL GROUP INC COM NEW Stock 026874784 256 8216 SH SOLE 0 0 8216 AMERICAN TOWER CORP NEW COM REIT 03027X100 1577 6100 SH SOLE 0 0 6100 AMGEN INC COM Stock 031162100 1529 6481 SH SOLE 0 0 6481 ANALOG DEVICES INC COM Stock 032654105 320 2613 SH SOLE 0 0 2613 APOLLO GLOBAL MGMT INC COM CL A Stock 03768E105 360 7212 SH SOLE 0 0 7212 APPLE INC COM Stock 037833100 13140 36019 SH SOLE 0 0 36019 AUTODESK INC COM Stock 052769106 2636 11020 SH SOLE 0 0 11020 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 2702 18145 SH SOLE 0 0 18145 BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR ADR 05946K101 190 55862 SH SOLE 0 0 55862 BK OF AMERICA CORP COM Stock 060505104 734 30887 SH SOLE 0 0 30887 BANK NEW YORK MELLON CORP COM Stock 064058100 265 6860 SH SOLE 0 0 6860 BECTON DICKINSON & CO COM Stock 075887109 351 1467 SH SOLE 0 0 1467 BERKLEY W R CORP COM Stock 084423102 8382 146316 SH SOLE 0 0 146316 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 267 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 2393 13403 SH SOLE 0 0 13403 BIOGEN INC COM Stock 09062X103 336 1254 SH SOLE 0 0 1254 BLACKROCK INC COM Stock 09247X101 487 895 SH SOLE 0 0 895 BLACKSTONE GROUP INC COM CL A Stock 09260D107 658 11606 SH SOLE 0 0 11606 BOEING CO COM Stock 097023105 218 1190 SH SOLE 0 0 1190 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 893 15185 SH SOLE 0 0 15185 BROADCOM INC COM Stock 11135F101 280 887 SH SOLE 0 0 887 BROOKFIELD ASSET MGMT INC CL A LTD VT SH Stock 112585104 345 10494 SH SOLE 0 0 10494 BURLINGTON STORES INC COM Stock 122017106 229 1164 SH SOLE 0 0 1164 CSX CORP COM Stock 126408103 226 3239 SH SOLE 0 0 3239 CANADIAN NATL RY CO COM Stock 136375102 252 2849 SH SOLE 0 0 2849 CARRIER GLOBAL CORPORATION COM Stock 14448C104 259 11651 SH SOLE 0 0 11651 CHEVRON CORP NEW COM Stock 166764100 437 5572 SH SOLE 0 0 5572 CISCO SYS INC COM Stock 17275R102 567 12161 SH SOLE 0 0 12161 CINTAS CORP COM Stock 172908105 221 830 SH SOLE 0 0 830 CITIGROUP INC COM NEW Stock 172967424 739 14457 SH SOLE 0 0 14457 COCA COLA CO COM Stock 191216100 1250 27987 SH SOLE 0 0 27987 COHEN & STEERS LTD DURATION PF COM CEF 19248C105 1417 62945 SH SOLE 0 0 62945 COLGATE PALMOLIVE CO COM Stock 194162103 342 4672 SH SOLE 0 0 4672 COMCAST CORP NEW CL A Stock 20030N101 1742 44692 SH SOLE 0 0 44692 COSTCO WHSL CORP NEW COM Stock 22160K105 383 1264 SH SOLE 0 0 1264 DIAGEO P L C SPON ADR NEW ADR 25243Q205 221 1648 SH SOLE 0 0 1648 DISNEY WALT CO COM DISNEY Stock 254687106 1413 12672 SH SOLE 0 0 12672 DOLLAR GEN CORP NEW COM Stock 256677105 2175 11415 SH SOLE 0 0 11415 DUPONT DE NEMOURS INC COM Stock 26614N102 276 5192 SH SOLE 0 0 5192 ECOLAB INC COM Stock 278865100 570 2867 SH SOLE 0 0 2867 EDISON INTL COM Stock 281020107 277 5099 SH SOLE 0 0 5099 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 Stock 292102209 217 32211 SH SOLE 0 0 32211 ENBRIDGE INC COM Stock 29250N105 407 13376 SH SOLE 0 0 13376 EXXON MOBIL CORP COM Stock 30231G102 1120 25048 SH SOLE 0 0 25048 FACEBOOK INC CL A Stock 30303M102 5627 24779 SH SOLE 0 0 24779 FAIR ISAAC CORP COM Stock 303250104 418 1000 SH SOLE 0 0 1000 FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 217 3502 SH SOLE 0 0 3502 GARTNER INC COM Stock 366651107 1384 11411 SH SOLE 0 0 11411 GENERAL ELECTRIC CO COM Stock 369604103 309 45294 SH SOLE 0 0 45294 GENERAL MLS INC COM Stock 370334104 257 4164 SH SOLE 0 0 4164 HOME DEPOT INC COM Stock 437076102 2980 11897 SH SOLE 0 0 11897 HONEYWELL INTL INC COM Stock 438516106 705 4877 SH SOLE 0 0 4877 HUBBELL INC COM Stock 443510607 248 1980 SH SOLE 0 0 1980 ICICI BANK LIMITED ADR ADR 45104G104 186 19968 SH SOLE 0 0 19968 INTEL CORP COM Stock 458140100 1275 21303 SH SOLE 0 0 21303 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 723 5986 SH SOLE 0 0 5986 INTL PAPER CO COM Stock 460146103 377 10719 SH SOLE 0 0 10719 ISHARES TIPS BOND ETF ETF 464287176 514 4175 SH SOLE 0 0 4175 ISHARES S&P 500 GROWTH ETF ETF 464287309 3369 16238 SH SOLE 0 0 16238 ISHARES S&P 500 VALUE ETF ETF 464287408 992 9169 SH SOLE 0 0 9169 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 453 2868 SH SOLE 0 0 2868 ISHARES RUSSELL MID-CAP ETF ETF 464287499 2665 49720 SH SOLE 0 0 49720 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 430 3821 SH SOLE 0 0 3821 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2332 12149 SH SOLE 0 0 12149 ISHARES RUSSELL 1000 ETF ETF 464287622 485 2825 SH SOLE 0 0 2825 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 343 3516 SH SOLE 0 0 3516 ISHARES RUSSELL 2000 ETF ETF 464287655 273 1908 SH SOLE 0 0 1908 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 331 5462 SH SOLE 0 0 5462 ISHARES SHORT MATURITY BOND ETF ETF 46431W507 1621 32407 SH SOLE 0 0 32407 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 531 14128 SH SOLE 0 0 14128 ITAU UNIBANCO HLDG S A SPON ADR REP PFD ADR 465562106 240 51108 SH SOLE 0 0 51108 JPMORGAN CHASE & CO COM Stock 46625H100 1411 15005 SH SOLE 0 0 15005 JOHNSON & JOHNSON COM Stock 478160104 4287 30484 SH SOLE 0 0 30484 KIMBERLY CLARK CORP COM Stock 494368103 525 3713 SH SOLE 0 0 3713 KINDER MORGAN INC DEL COM Stock 49456B101 315 20756 SH SOLE 0 0 20756 MSCI INC COM Stock 55354G100 1572 4710 SH SOLE 0 0 4710 MACK CALI RLTY CORP COM REIT 554489104 229 15000 SH SOLE 0 0 15000 MARKEL CORP COM Stock 570535104 443 480 SH SOLE 0 0 480 MASTERCARD INCORPORATED CL A Stock 57636Q104 4011 13566 SH SOLE 0 0 13566 MCCORMICK & CO INC COM NON VTG Stock 579780206 206 1149 SH SOLE 0 0 1149 MCDONALDS CORP COM Stock 580135101 324 1757 SH SOLE 0 0 1757 MERCK & CO. INC COM Stock 58933Y105 1155 14938 SH SOLE 0 0 14938 METLIFE INC COM Stock 59156R108 333 9121 SH SOLE 0 0 9121 MICROSOFT CORP COM Stock 594918104 12734 62572 SH SOLE 0 0 62572 MONDELEZ INTL INC CL A Stock 609207105 621 12140 SH SOLE 0 0 12140 MOODYS CORP COM Stock 615369105 220 800 SH SOLE 0 0 800 NETFLIX INC COM Stock 64110L106 1713 3765 SH SOLE 0 0 3765 NEXTERA ENERGY INC COM Stock 65339F101 1323 5510 SH SOLE 0 0 5510 NIKE INC CL B Stock 654106103 1642 16751 SH SOLE 0 0 16751 NORFOLK SOUTHERN CORP COM Stock 655844108 290 1653 SH SOLE 0 0 1653 NVIDIA CORPORATION COM Stock 67066G104 388 1020 SH SOLE 0 0 1020 ORACLE CORP COM Stock 68389X105 287 5192 SH SOLE 0 0 5192 OTIS WORLDWIDE CORP COM Stock 68902V107 352 6196 SH SOLE 0 0 6196 PNC FINL SVCS GROUP INC COM Stock 693475105 312 2966 SH SOLE 0 0 2966 PPG INDS INC COM Stock 693506107 650 6131 SH SOLE 0 0 6131 PAYPAL HLDGS INC COM Stock 70450Y103 3782 21708 SH SOLE 0 0 21708 PEPSICO INC COM Stock 713448108 1591 12029 SH SOLE 0 0 12029 PFIZER INC COM Stock 717081103 2590 79212 SH SOLE 0 0 79212 PROCTER AND GAMBLE CO COM Stock 742718109 2609 21818 SH SOLE 0 0 21818 PROGRESSIVE CORP OHIO COM Stock 743315103 598 7466 SH SOLE 0 0 7466 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 346 7036 SH SOLE 0 0 7036 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1353 21953 SH SOLE 0 0 21953 REGENERON PHARMACEUTICALS COM Stock 75886F107 2294 3679 SH SOLE 0 0 3679 RIO TINTO PLC SPONSORED ADR ADR 767204100 269 4794 SH SOLE 0 0 4794 SPDR S&P 500 ETF ETF 78462F103 1542 5001 SH SOLE 0 0 5001 SPDR GOLD SHARES ETF 78463V107 211 1261 SH SOLE 0 0 1261 SPDR S&P DIVIDEND ETF ETF 78464A763 1574 17262 SH SOLE 0 0 17262 SALESFORCE COM INC COM Stock 79466L302 2629 14033 SH SOLE 0 0 14033 SANOFI SPONSORED ADR ADR 80105N105 209 4087 SH SOLE 0 0 4087 SAP SE SPON ADR ADR 803054204 848 6055 SH SOLE 0 0 6055 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 592 5832 SH SOLE 0 0 5832 SCHWAB U.S. MID-CAP ETF ETF 808524508 2210 42008 SH SOLE 0 0 42008 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 1458 22311 SH SOLE 0 0 22311 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 583 11275 SH SOLE 0 0 11275 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 371 3710 SH SOLE 0 0 3710 SENSIENT TECHNOLOGIES CORP COM Stock 81725T100 211 4050 SH SOLE 0 0 4050 SERVICENOW INC COM Stock 81762P102 2600 6418 SH SOLE 0 0 6418 STARBUCKS CORP COM Stock 855244109 1765 23991 SH SOLE 0 0 23991 SYSCO CORP COM Stock 871829107 306 5596 SH SOLE 0 0 5596 TCG BDC INC COM CEF 872280102 485 56650 SH SOLE 0 0 56650 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100 846 14896 SH SOLE 0 0 14896 TEXAS INSTRS INC COM Stock 882508104 1217 9582 SH SOLE 0 0 9582 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 318 877 SH SOLE 0 0 877 3M CO COM Stock 88579Y101 1900 12180 SH SOLE 0 0 12180 TIFFANY & CO NEW COM Stock 886547108 219 1800 SH SOLE 0 0 1800 TRAVELERS COMPANIES INC COM Stock 89417E109 1275 11175 SH SOLE 0 0 11175 US BANCORP DEL COM NEW Stock 902973304 236 6405 SH SOLE 0 0 6405 UNILEVER PLC SPON ADR NEW ADR 904767704 301 5476 SH SOLE 0 0 5476 UNION PAC CORP COM Stock 907818108 846 5004 SH SOLE 0 0 5004 UNITED PARCEL SERVICE INC CL B Stock 911312106 704 6333 SH SOLE 0 0 6333 UNITEDHEALTH GROUP INC COM Stock 91324P102 2045 6934 SH SOLE 0 0 6934 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2259 19279 SH SOLE 0 0 19279 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 411 10598 SH SOLE 0 0 10598 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 408 5179 SH SOLE 0 0 5179 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 288 6052 SH SOLE 0 0 6052 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 337 8497 SH SOLE 0 0 8497 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 406 1455 SH SOLE 0 0 1455 VANGUARD S&P 500 ETF ETF 922908363 669 2359 SH SOLE 0 0 2359 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 334 2026 SH SOLE 0 0 2026 VANGUARD REAL ESTATE ETF ETF 922908553 684 8710 SH SOLE 0 0 8710 VERIZON COMMUNICATIONS INC COM Stock 92343V104 1841 33391 SH SOLE 0 0 33391 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 287 987 SH SOLE 0 0 987 VISA INC COM CL A Stock 92826C839 4579 23703 SH SOLE 0 0 23703 VULCAN MATLS CO COM Stock 929160109 235 2027 SH SOLE 0 0 2027 WEC ENERGY GROUP INC COM Stock 92939U106 446 5092 SH SOLE 0 0 5092 WALMART INC COM Stock 931142103 715 5967 SH SOLE 0 0 5967 WASTE MGMT INC DEL COM Stock 94106L109 742 7009 SH SOLE 0 0 7009 WELLS FARGO CO NEW COM Stock 949746101 406 15877 SH SOLE 0 0 15877 WILLIAMS COS INC COM Stock 969457100 374 19641 SH SOLE 0 0 19641 ZOETIS INC CL A Stock 98978V103 3338 24359 SH SOLE 0 0 24359 AON PLC SHS CL A Stock G0403H108 517 2686 SH SOLE 0 0 2686 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 3807 17732 SH SOLE 0 0 17732 LINDE PLC SHS Stock G5494J103 722 3405 SH SOLE 0 0 3405 MEDTRONIC PLC SHS Stock G5960L103 308 3356 SH SOLE 0 0 3356 ALCON AG ORD SHS Stock H01301128 292 5100 SH SOLE 0 0 5100 CHUBB LIMITED COM Stock H1467J104 381 3009 SH SOLE 0 0 3009 CHECK POINT SOFTWARE TECH LTD ORD Stock M22465104 374 3485 SH SOLE 0 0 3485 YANDEX N V SHS CLASS A Stock N97284108 225 4490 SH SOLE 0 0 4490