CHIEF COMPLIANCE OFFICER

0001696064-20-000005.txt : 20201019 0001696064-20-000005.hdr.sgml : 20201019 20201019135626 ACCESSION NUMBER: 0001696064-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201019 DATE AS OF CHANGE: 20201019 EFFECTIVENESS DATE: 20201019 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: 201245903 BUSINESS ADDRESS: STREET 1: 80 BROAD STREET STREET 2: SUITE 1701 CITY: NEW YORK STATE: NY ZIP: 10004 BUSINESS PHONE: (212)574-4070 MAIL ADDRESS: STREET 1: 80 BROAD STREET STREET 2: SUITE 1701 CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001696064 XXXXXXXX 09-30-2020 09-30-2020 YorkBridge Wealth Partners, LLC

80 BROAD STREET SUITE 1701 NEW YORK NY 10004

13F HOLDINGS REPORT 028-18019 N SETH SCHER CHIEF COMPLIANCE OFFICER (212) 574-4070 SETH SCHER New York NY 10-19-2020 0 178 238074 false INFORMATION TABLE 2 13FYorkBridge20200930.xml BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR ADR 05946K101 156 56809 SH SOLE 0 0 56809 AMBEV SA SPONSORED ADR ADR 02319V103 159 70157 SH SOLE 0 0 70157 GENERAL ELECTRIC CO COM Stock 369604103 184 29557 SH SOLE 0 0 29557 MACK CALI RLTY CORP COM REIT 554489104 189 15000 SH SOLE 0 0 15000 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 Stock 292102209 200 32211 SH SOLE 0 0 32211 GENERAC HLDGS INC COM Stock 368736104 202 1045 SH SOLE 0 0 1045 AMERICAN INTL GROUP INC COM NEW Stock 026874784 202 7351 SH SOLE 0 0 7351 ICICI BANK LIMITED ADR ADR 45104G104 203 20607 SH SOLE 0 0 20607 FEDEX CORP COM Stock 31428X106 204 813 SH SOLE 0 0 813 ITAU UNIBANCO HLDG S A SPON ADR REP PFD ADR 465562106 204 51152 SH SOLE 0 0 51152 SCHWAB CHARLES CORP COM Stock 808513105 205 5660 SH SOLE 0 0 5660 TIFFANY & CO NEW COM Stock 886547108 209 1800 SH SOLE 0 0 1800 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 210 1427 SH SOLE 0 0 1427 HERSHEY CO COM Stock 427866108 210 1465 SH SOLE 0 0 1465 US BANCORP DEL COM NEW Stock 902973304 222 6206 SH SOLE 0 0 6206 SPDR GOLD SHARES ETF 78463V107 224 1264 SH SOLE 0 0 1264 DIAGEO PLC SPON ADR NEW ADR 25243Q205 231 1677 SH SOLE 0 0 1677 MOODYS CORP COM Stock 615369105 232 800 SH SOLE 0 0 800 SENSIENT TECHNOLOGIES CORP COM Stock 81725T100 234 4050 SH SOLE 0 0 4050 CHARLES RIV LABS INTL INC COM Stock 159864107 235 1036 SH SOLE 0 0 1036 MCCORMICK & CO INC COM NON VTG Stock 579780206 235 1213 SH SOLE 0 0 1213 BANK NEW YORK MELLON CORP COM Stock 064058100 236 6860 SH SOLE 0 0 6860 CINTAS CORP COM Stock 172908105 247 741 SH SOLE 0 0 741 GENERAL MLS INC COM Stock 370334104 251 4064 SH SOLE 0 0 4064 CSX CORP COM Stock 126408103 252 3239 SH SOLE 0 0 3239 BURLINGTON STORES INC COM Stock 122017106 255 1236 SH SOLE 0 0 1236 DOMINION ENERGY INC COM Stock 25746U109 255 3230 SH SOLE 0 0 3230 CHEVRON CORP NEW COM Stock 166764100 258 3581 SH SOLE 0 0 3581 ALTRIA GROUP INC COM Stock 02209S103 258 6687 SH SOLE 0 0 6687 EDISON INTL COM Stock 281020107 263 5171 SH SOLE 0 0 5171 WELLS FARGO CO NEW COM Stock 949746101 270 11499 SH SOLE 0 0 11499 HUBBELL INC COM Stock 443510607 271 1980 SH SOLE 0 0 1980 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 273 1003 SH SOLE 0 0 1003 VULCAN MATLS CO COM Stock 929160109 278 2053 SH SOLE 0 0 2053 CARRIER GLOBAL CORPORATION COM Stock 14448C104 278 9119 SH SOLE 0 0 9119 ISHARES RUSSELL 2000 ETF ETF 464287655 283 1888 SH SOLE 0 0 1888 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 285 4476 SH SOLE 0 0 4476 DUPONT DE NEMOURS INC COM Stock 26614N102 289 5213 SH SOLE 0 0 5213 ALCON AG ORD SHS Stock H01301128 299 5247 SH SOLE 0 0 5247 RIO TINTO PLC SPONSORED ADR ADR 767204100 302 5002 SH SOLE 0 0 5002 YANDEX N V SHS CLASS A Stock N97284108 303 4644 SH SOLE 0 0 4644 ANALOG DEVICES INC COM Stock 032654105 304 2605 SH SOLE 0 0 2605 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 305 6050 SH SOLE 0 0 6050 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 307 2632 SH SOLE 0 0 2631 KINDER MORGAN INC DEL COM Stock 49456B101 307 24929 SH SOLE 0 0 24929 CANADIAN NATL RY CO COM Stock 136375102 309 2905 SH SOLE 0 0 2905 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 320 1 SH SOLE 0 0 1 PNC FINL SVCS GROUP INC COM Stock 693475105 322 2927 SH SOLE 0 0 2927 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 327 1816 SH SOLE 0 0 1816 METLIFE INC COM Stock 59156R108 336 9028 SH SOLE 0 0 9028 MEDTRONIC PLC SHS Stock G5960L103 338 3256 SH SOLE 0 0 3256 CHUBB LIMITED COM Stock H1467J104 338 2909 SH SOLE 0 0 2908 WILLIAMS SONOMA INC COM Stock 969904101 343 3790 SH SOLE 0 0 3790 NORFOLK SOUTHN CORP COM Stock 655844108 347 1620 SH SOLE 0 0 1620 BROOKFIELD ASSET MGMT INC CL A LTD VT SH Stock 112585104 347 10494 SH SOLE 0 0 10494 SYSCO CORP COM Stock 871829107 348 5596 SH SOLE 0 0 5596 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 349 3516 SH SOLE 0 0 3516 UNILEVER PLC SPON ADR NEW ADR 904767704 349 5662 SH SOLE 0 0 5662 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 352 3185 SH SOLE 0 0 3185 APOLLO GLOBAL MGMT INC COM CL A Stock 03768E105 355 7934 SH SOLE 0 0 7934 BIOGEN INC COM Stock 09062X103 359 1265 SH SOLE 0 0 1265 COLGATE PALMOLIVE CO COM Stock 194162103 360 4672 SH SOLE 0 0 4672 BECTON DICKINSON & CO COM Stock 075887109 362 1554 SH SOLE 0 0 1554 WILLIAMS COS INC COM Stock 969457100 369 18767 SH SOLE 0 0 18767 VANGUARD S&P 500 ETF ETF 922908363 374 1215 SH SOLE 0 0 1214 ORACLE CORP COM Stock 68389X105 375 6282 SH SOLE 0 0 6282 BROADCOM INC COM Stock 11135F101 380 1043 SH SOLE 0 0 1043 MCDONALDS CORP COM Stock 580135101 386 1757 SH SOLE 0 0 1757 OTIS WORLDWIDE CORP COM Stock 68902V107 387 6198 SH SOLE 0 0 6198 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 389 880 SH SOLE 0 0 880 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 391 3710 SH SOLE 0 0 3710 ENBRIDGE INC COM Stock 29250N105 405 13868 SH SOLE 0 0 13868 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 407 7411 SH SOLE 0 0 7411 NETFLIX INC COM Stock 64110L106 413 826 SH SOLE 0 0 826 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 422 5217 SH SOLE 0 0 5216 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 422 3571 SH SOLE 0 0 3571 FAIR ISAAC CORP COM Stock 303250104 425 1000 SH SOLE 0 0 1000 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 425 1364 SH SOLE 0 0 1364 CHECK POINT SOFTWARE TECH LTD ORD Stock M22465104 430 3573 SH SOLE 0 0 3573 ABBVIE INC COM Stock 00287Y109 436 4975 SH SOLE 0 0 4975 INTERNATIONAL PAPER CO COM Stock 460146103 449 11084 SH SOLE 0 0 11084 CISCO SYS INC COM Stock 17275R102 467 11858 SH SOLE 0 0 11858 MARKEL CORP COM Stock 570535104 467 480 SH SOLE 0 0 480 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 484 11838 SH SOLE 0 0 11838 WEC ENERGY GROUP INC COM Stock 92939U106 497 5130 SH SOLE 0 0 5130 BLACKROCK INC COM Stock 09247X101 499 886 SH SOLE 0 0 886 TCG BDC INC COM CEF 872280102 505 56650 SH SOLE 0 0 56650 ISHARES TIPS BOND ETF ETF 464287176 528 4175 SH SOLE 0 0 4175 ISHARES RUSSELL 1000 ETF ETF 464287622 534 2855 SH SOLE 0 0 2855 AMERICAN EXPRESS CO COM Stock 025816109 544 5430 SH SOLE 0 0 5430 KIMBERLY CLARK CORP COM Stock 494368103 548 3713 SH SOLE 0 0 3713 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 550 12717 SH SOLE 0 0 12717 AON PLC SHS CL A Stock G0403H108 554 2686 SH SOLE 0 0 2686 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 555 3211 SH SOLE 0 0 3211 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 562 14114 SH SOLE 0 0 14114 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 577 1963 SH SOLE 0 0 1963 ECOLAB INC COM Stock 278865100 603 3019 SH SOLE 0 0 3019 CITIGROUP INC COM NEW Stock 172967424 612 14188 SH SOLE 0 0 14188 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 619 11197 SH SOLE 0 0 11197 NVIDIA CORPORATION COM Stock 67066G104 633 1170 SH SOLE 0 0 1170 BLACKSTONE GROUP INC COM CL A Stock 09260D107 636 12181 SH SOLE 0 0 12181 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 683 5930 SH SOLE 0 0 5930 PROGRESSIVE CORP COM Stock 743315103 698 7376 SH SOLE 0 0 7376 MONDELEZ INTL INC CL A Stock 609207105 698 12153 SH SOLE 0 0 12152 VANGUARD REAL ESTATE ETF ETF 922908553 713 9034 SH SOLE 0 0 9033 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 727 5976 SH SOLE 0 0 5976 BK OF AMERICA CORP COM Stock 060505104 752 31217 SH SOLE 0 0 31217 PPG INDS INC COM Stock 693506107 766 6278 SH SOLE 0 0 6278 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 766 5491 SH SOLE 0 0 5491 HONEYWELL INTL INC COM Stock 438516106 803 4877 SH SOLE 0 0 4877 WASTE MGMT INC DEL COM Stock 94106L109 806 7124 SH SOLE 0 0 7124 EXXON MOBIL CORP COM Stock 30231G102 821 23908 SH SOLE 0 0 23908 LINDE PLC SHS Stock G5494J103 827 3472 SH SOLE 0 0 3472 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 914 15159 SH SOLE 0 0 15159 SAP SE SPON ADR ADR 803054204 970 6223 SH SOLE 0 0 6223 UNITED PARCEL SERVICE INC CL B Stock 911312106 972 5835 SH SOLE 0 0 5835 UNION PAC CORP COM Stock 907818108 974 4946 SH SOLE 0 0 4946 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100 975 12023 SH SOLE 0 0 12023 ISHARES S&P 500 VALUE ETF ETF 464287408 1031 9169 SH SOLE 0 0 9169 AT&T INC COM Stock 00206R102 1037 36374 SH SOLE 0 0 36374 INTEL CORP COM Stock 458140100 1098 21203 SH SOLE 0 0 21203 WALMART INC COM Stock 931142103 1257 8981 SH SOLE 0 0 8981 TRAVELERS COMPANIES INC COM Stock 89417E109 1300 12017 SH SOLE 0 0 12017 MERCK & CO. INC COM Stock 58933Y105 1302 15691 SH SOLE 0 0 15691 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1320 22939 SH SOLE 0 0 22939 TEXAS INSTRS INC COM Stock 882508104 1370 9595 SH SOLE 0 0 9595 COCA COLA CO COM Stock 191216100 1431 28993 SH SOLE 0 0 28993 COHEN & STEERS LTD DURATION PF COM CEF 19248C105 1472 62968 SH SOLE 0 0 62968 MSCI INC COM Stock 55354G100 1478 4143 SH SOLE 0 0 4127 AMGEN INC COM Stock 031162100 1497 5890 SH SOLE 0 0 5890 AMERICAN TOWER CORP NEW COM REIT 03027X100 1505 6225 SH SOLE 0 0 6225 ISHARES SHORT MATURITY BOND ETF ETF 46431W507 1528 30493 SH SOLE 0 0 30493 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 1533 2161 SH SOLE 0 0 2153 DISNEY WALT CO COM DISNEY Stock 254687106 1550 12490 SH SOLE 0 0 12490 SPDR S&P DIVIDEND ETF ETF 78464A763 1598 17296 SH SOLE 0 0 17296 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 1602 23450 SH SOLE 0 0 23449 GARTNER INC COM Stock 366651107 1655 13245 SH SOLE 0 0 13195 PEPSICO INC COM Stock 713448108 1664 12007 SH SOLE 0 0 12006 COSTCO WHSL CORP NEW COM Stock 22160K105 1684 4744 SH SOLE 0 0 4744 ALIGN TECHNOLOGY INC COM Stock 016255101 1760 5377 SH SOLE 0 0 5357 SPDR S&P 500 ETF ETF 78462F103 1812 5412 SH SOLE 0 0 5412 3M CO COM Stock 88579Y101 1868 11665 SH SOLE 0 0 11664 COMCAST CORP NEW CL A Stock 20030N101 2057 44463 SH SOLE 0 0 44463 NEXTERA ENERGY INC COM Stock 65339F101 2073 7468 SH SOLE 0 0 7468 JPMORGAN CHASE & CO COM Stock 46625H100 2106 21871 SH SOLE 0 0 21871 NIKE INC CL B Stock 654106103 2195 17484 SH SOLE 0 0 17429 VERIZON COMMUNICATIONS INC COM Stock 92343V104 2223 37374 SH SOLE 0 0 37374 ALPHABET INC CAP STK CL A Stock 02079K305 2257 1540 SH SOLE 0 0 1536 REGENERON PHARMACEUTICALS COM Stock 75886F107 2291 4092 SH SOLE 0 0 4076 SCHWAB U.S. MID-CAP ETF ETF 808524508 2401 43282 SH SOLE 0 0 43281 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2445 19000 SH SOLE 0 0 19000 STARBUCKS CORP COM Stock 855244109 2446 28469 SH SOLE 0 0 28365 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2560 11805 SH SOLE 0 0 11804 DOLLAR GEN CORP NEW COM Stock 256677105 2683 12801 SH SOLE 0 0 12753 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 2762 12969 SH SOLE 0 0 12969 ISHARES RUSSELL MID-CAP ETF ETF 464287499 2853 49720 SH SOLE 0 0 49720 AUTODESK INC COM Stock 052769106 2993 12954 SH SOLE 0 0 12903 PFIZER INC COM Stock 717081103 3032 82610 SH SOLE 0 0 82610 PROCTER AND GAMBLE CO COM Stock 742718109 3237 23290 SH SOLE 0 0 23290 HOME DEPOT INC COM Stock 437076102 3282 11819 SH SOLE 0 0 11819 SERVICENOW INC COM Stock 81762P102 3319 6844 SH SOLE 0 0 6817 ISHARES S&P 500 GROWTH ETF ETF 464287309 3754 16247 SH SOLE 0 0 16246 SALESFORCE COM INC COM Stock 79466L302 4040 16075 SH SOLE 0 0 16017 UNITEDHEALTH GROUP INC COM Stock 91324P102 4074 13066 SH SOLE 0 0 13038 PAYPAL HLDGS INC COM Stock 70450Y103 4116 20892 SH SOLE 0 0 20831 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 4374 19354 SH SOLE 0 0 19296 ZOETIS INC CL A Stock 98978V103 4545 27486 SH SOLE 0 0 27396 AMAZON COM INC COM Stock 023135106 4748 1508 SH SOLE 0 0 1508 ABBOTT LABS COM Stock 002824100 4811 44207 SH SOLE 0 0 44054 MASTERCARD INCORPORATED CL A Stock 57636Q104 5015 14830 SH SOLE 0 0 14784 VISA INC COM CL A Stock 92826C839 5264 26326 SH SOLE 0 0 26252 ALPHABET INC CAP STK CL C Stock 02079K107 5937 4040 SH SOLE 0 0 4027 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 6044 12323 SH SOLE 0 0 12276 JOHNSON & JOHNSON COM Stock 478160104 6963 46772 SH SOLE 0 0 46772 FACEBOOK INC CL A Stock 30303M102 7191 27458 SH SOLE 0 0 27357 BERKLEY W R CORP COM Stock 084423102 9160 149799 SH SOLE 0 0 149799 APPLE INC COM Stock 037833100 11738 101354 SH SOLE 0 0 101354 MICROSOFT CORP COM Stock 594918104 12469 59285 SH SOLE 0 0 59167