Newbridge Financial Services Group
Latest statistics and disclosures from Newbridge Financial Services Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, AMZN, MSFT, META, and represent 18.68% of Newbridge Financial Services Group's stock portfolio.
- Added to shares of these 10 stocks: META, GOOG, ETHE, BK, COF, IBIT, MSTR, LLY, INTC, IBM.
- Started 90 new stock positions in UI, KNG, TRMB, BIVI, RSPD, MTG, First Tr Exchng Traded Fd Vi, APG, VIK, VYNE.
- Reduced shares in these 10 stocks: JPST (-$15M), ANET, TSLA, PLTR, KMI, COST, ASML, XLF, CAT, BSX.
- Sold out of its positions in ACM, AEVA, APD, ARE, ALGM, AAL, AOUT, ADSK, AVB, BTE.
- Newbridge Financial Services Group was a net seller of stock by $-226k.
- Newbridge Financial Services Group has $669M in assets under management (AUM), dropping by 8.59%.
- Central Index Key (CIK): 0001879757
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Download as csvPortfolio Holdings for Newbridge Financial Services Group
Newbridge Financial Services Group holds 1288 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Newbridge Financial Services Group has 1288 total positions. Only the first 250 positions are shown.
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- Download the Newbridge Financial Services Group September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.4 | $50M | -2% | 265k | 186.58 |
|
| Apple (AAPL) | 3.2 | $21M | +5% | 84k | 254.63 |
|
| Amazon (AMZN) | 2.8 | $19M | +2% | 85k | 219.57 |
|
| Microsoft Corporation (MSFT) | 2.7 | $18M | +2% | 35k | 517.95 |
|
| Meta Platforms Cl A (META) | 2.6 | $18M | +30% | 24k | 734.39 |
|
| Palantir Technologies Cl A (PLTR) | 2.6 | $17M | -15% | 96k | 182.42 |
|
| Broadcom (AVGO) | 2.3 | $15M | +6% | 47k | 329.91 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $15M | 45k | 326.36 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $14M | 24k | 600.38 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $14M | +37% | 57k | 243.55 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.0 | $14M | 28k | 490.38 |
|
|
| Tesla Motors (TSLA) | 1.6 | $11M | -23% | 24k | 444.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $10M | +3% | 15k | 669.29 |
|
| Oracle Corporation (ORCL) | 1.5 | $10M | 36k | 281.24 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 1.4 | $9.7M | +4% | 34k | 281.86 |
|
| Ishares Tr Global Tech Etf (IXN) | 1.4 | $9.2M | +4% | 90k | 103.21 |
|
| At&t (T) | 1.3 | $8.5M | +4% | 301k | 28.24 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $8.5M | 18k | 479.62 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 1.2 | $8.3M | +12% | 59k | 141.49 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $7.9M | +48% | 10k | 763.01 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.2 | $7.8M | +3% | 26k | 297.62 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $7.7M | +5% | 26k | 293.79 |
|
| Netflix (NFLX) | 1.1 | $7.1M | +4% | 5.9k | 1198.94 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.0 | $6.9M | -7% | 121k | 57.52 |
|
| Ishares Tr Global 100 Etf (IOO) | 1.0 | $6.8M | 57k | 120.01 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.9 | $5.8M | -15% | 147k | 39.26 |
|
| Altria (MO) | 0.9 | $5.8M | +17% | 87k | 66.06 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.8 | $5.6M | -13% | 327k | 17.01 |
|
| Snowflake Com Shs (SNOW) | 0.8 | $5.5M | +21% | 25k | 225.55 |
|
| Servicenow (NOW) | 0.8 | $5.4M | +53% | 5.9k | 920.28 |
|
| Wal-Mart Stores (WMT) | 0.8 | $5.0M | -13% | 49k | 103.06 |
|
| Advanced Micro Devices (AMD) | 0.8 | $5.0M | +5% | 31k | 161.79 |
|
| salesforce (CRM) | 0.7 | $4.7M | -10% | 20k | 236.99 |
|
| Marvell Technology (MRVL) | 0.7 | $4.4M | +7% | 52k | 84.07 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $4.3M | +229% | 66k | 65.00 |
|
| Cloudflare Cl A Com (NET) | 0.6 | $4.2M | +16% | 20k | 214.59 |
|
| 3M Company (MMM) | 0.6 | $3.9M | -2% | 25k | 155.18 |
|
| Ge Aerospace Com New (GE) | 0.6 | $3.9M | +9% | 13k | 300.83 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $3.8M | -7% | 67k | 57.10 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $3.6M | -41% | 3.9k | 925.62 |
|
| Uber Technologies (UBER) | 0.5 | $3.6M | +108% | 37k | 97.97 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.5 | $3.4M | +3753% | 99k | 34.27 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.3M | 7.1k | 468.42 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $3.3M | -82% | 65k | 50.73 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.5 | $3.3M | +3% | 63k | 52.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.3M | -2% | 13k | 243.10 |
|
| Home Depot (HD) | 0.5 | $3.2M | -4% | 8.0k | 405.21 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | +26% | 6.4k | 502.77 |
|
| Global X Fds Superdividend (SDIV) | 0.5 | $3.2M | +3% | 134k | 23.98 |
|
| Bank of New York Mellon Corporation (BK) | 0.5 | $3.1M | +159255% | 29k | 108.96 |
|
| Capital One Financial (COF) | 0.5 | $3.1M | +3567% | 14k | 212.58 |
|
| Strategy Cl A New (MSTR) | 0.4 | $3.0M | +1096% | 9.2k | 322.21 |
|
| International Business Machines (IBM) | 0.4 | $2.8M | +262% | 10k | 282.17 |
|
| Cisco Systems (CSCO) | 0.4 | $2.8M | +56% | 41k | 68.42 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $2.8M | +52% | 31k | 89.77 |
|
| Blackrock Science & Technolo SHS (BST) | 0.4 | $2.8M | -2% | 67k | 41.36 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.7M | -8% | 4.1k | 666.13 |
|
| UnitedHealth (UNH) | 0.4 | $2.7M | +21% | 7.8k | 345.32 |
|
| Intel Corporation (INTC) | 0.4 | $2.6M | +1034% | 77k | 33.55 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.4 | $2.4M | +19% | 45k | 54.20 |
|
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.4 | $2.4M | 98k | 24.80 |
|
|
| NiSource (NI) | 0.4 | $2.4M | +21% | 56k | 43.30 |
|
| Coca-Cola Company (KO) | 0.4 | $2.4M | -4% | 36k | 66.32 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.4M | 4.2k | 568.83 |
|
|
| Ares Capital Corporation (ARCC) | 0.4 | $2.4M | -9% | 116k | 20.41 |
|
| Abbvie (ABBV) | 0.3 | $2.2M | 9.7k | 231.55 |
|
|
| Strategy Ns 7handl Idx (HNDL) | 0.3 | $2.2M | 99k | 22.28 |
|
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $2.1M | +6% | 95k | 21.71 |
|
| Global X Fds Russell 2000 (RYLD) | 0.3 | $2.0M | -4% | 136k | 15.05 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.0M | -3% | 18k | 112.75 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $2.0M | +18% | 26k | 76.62 |
|
| Goldman Sachs (GS) | 0.3 | $2.0M | -22% | 2.5k | 796.51 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $1.9M | -9% | 53k | 36.55 |
|
| Putnam Etf Trust Bdc Income Etf (PBDC) | 0.3 | $1.8M | 58k | 31.78 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.8M | -37% | 5.9k | 315.39 |
|
| Cameco Corporation (CCJ) | 0.3 | $1.8M | NEW | 21k | 83.86 |
|
| Chevron Corporation (CVX) | 0.3 | $1.7M | 11k | 155.30 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.7M | 25k | 68.08 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.7M | -31% | 11k | 148.61 |
|
| Curtiss-Wright (CW) | 0.3 | $1.7M | +88% | 3.1k | 542.98 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.2 | $1.7M | 3.6k | 458.66 |
|
|
| Oklo Com Cl A (OKLO) | 0.2 | $1.6M | +2% | 15k | 111.63 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $1.6M | +71% | 11k | 143.18 |
|
| Annaly Capital Management In Com New (NLY) | 0.2 | $1.6M | +39% | 79k | 20.21 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.2 | $1.5M | +22% | 222k | 6.91 |
|
| Fastenal Company (FAST) | 0.2 | $1.5M | +90% | 31k | 49.04 |
|
| Spdr Series Trust Comp Software (XSW) | 0.2 | $1.5M | 7.5k | 197.75 |
|
|
| CenterPoint Energy (CNP) | 0.2 | $1.5M | +96% | 38k | 38.80 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $1.5M | -2% | 15k | 99.11 |
|
| Corning Incorporated (GLW) | 0.2 | $1.5M | +1104% | 18k | 82.03 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $1.4M | NEW | 28k | 51.93 |
|
| TJX Companies (TJX) | 0.2 | $1.4M | +5% | 9.5k | 144.55 |
|
| Api Group Corp Com Stk (APG) | 0.2 | $1.3M | NEW | 39k | 34.37 |
|
| Astera Labs (ALAB) | 0.2 | $1.3M | 6.7k | 195.80 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $1.3M | +15% | 17k | 76.62 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.3M | -3% | 6.4k | 203.62 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.3M | 2.8k | 463.76 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | -4% | 10k | 123.75 |
|
| Chubb (CB) | 0.2 | $1.3M | -8% | 4.4k | 282.21 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.2M | -74% | 8.4k | 145.71 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $1.2M | NEW | 14k | 84.57 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $1.2M | +31% | 29k | 39.62 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $1.2M | +271% | 19k | 62.12 |
|
| Global X Fds Global X Gold Ex (GOEX) | 0.2 | $1.2M | -7% | 17k | 67.93 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.1M | -9% | 66k | 17.16 |
|
| Pegasystems (PEGA) | 0.2 | $1.1M | +175% | 19k | 57.50 |
|
| Reddit Cl A (RDDT) | 0.2 | $1.1M | +863% | 4.8k | 229.99 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.2 | $1.1M | -2% | 42k | 25.85 |
|
| Janus Detroit Str Tr Janus Henderson (JXX) | 0.2 | $1.1M | +100% | 38k | 28.13 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.2 | $1.0M | -3% | 9.4k | 111.55 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $1.0M | -3% | 18k | 57.52 |
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.2 | $1.0M | 11k | 88.93 |
|
|
| Spdr Series Trust S&p Metals Mng (XME) | 0.1 | $1.0M | NEW | 11k | 93.19 |
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $997k | -3% | 18k | 56.80 |
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| Ge Vernova (GEV) | 0.1 | $994k | +15% | 1.6k | 614.83 |
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| Boeing Company (BA) | 0.1 | $983k | -31% | 4.6k | 215.81 |
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.1 | $977k | +230% | 190k | 5.16 |
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $975k | -5% | 14k | 70.53 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $952k | -3% | 27k | 35.91 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $925k | -70% | 17k | 53.87 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $906k | 8.6k | 104.91 |
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| Spdr Series Trust Glb Dow Etf (DGT) | 0.1 | $906k | 5.6k | 161.75 |
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|
| Global Net Lease Com New (GNL) | 0.1 | $894k | -13% | 110k | 8.13 |
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| Twilio Cl A (TWLO) | 0.1 | $879k | +16% | 8.8k | 100.09 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $866k | 10k | 87.03 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $864k | -3% | 6.2k | 139.17 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $857k | -3% | 12k | 69.08 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $850k | +6% | 20k | 42.70 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $844k | -17% | 18k | 45.99 |
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| Capital Southwest Corporation (CSWC) | 0.1 | $840k | +1110% | 38k | 21.86 |
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| Uscf Etf Tr Gold Strategy (USG) | 0.1 | $827k | +5% | 21k | 38.80 |
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| Micron Technology (MU) | 0.1 | $822k | +2% | 4.9k | 167.34 |
|
| American Express Company (AXP) | 0.1 | $805k | -10% | 2.4k | 332.10 |
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| Verizon Communications (VZ) | 0.1 | $798k | -6% | 18k | 43.95 |
|
| Valley National Ban (VLY) | 0.1 | $793k | -15% | 75k | 10.60 |
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| O'reilly Automotive (ORLY) | 0.1 | $769k | +196% | 7.1k | 107.81 |
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| Marathon Digital Holdings In (MARA) | 0.1 | $766k | -12% | 42k | 18.26 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $756k | +52% | 16k | 48.17 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $746k | +52% | 28k | 26.82 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $744k | +1488% | 4.2k | 178.73 |
|
| Nextera Energy (NEE) | 0.1 | $730k | -2% | 9.7k | 75.49 |
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| First Tr Exchange Traded Dorseywright Mom (DDIV) | 0.1 | $717k | -42% | 18k | 40.19 |
|
| Visa Com Cl A (V) | 0.1 | $701k | -14% | 2.1k | 341.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $699k | +17% | 1.1k | 612.40 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $696k | +5% | 36k | 19.44 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $693k | 9.1k | 76.41 |
|
|
| Templeton Dragon Fund (TDF) | 0.1 | $677k | 58k | 11.65 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $671k | +6% | 21k | 32.41 |
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| Enbridge (ENB) | 0.1 | $668k | +2% | 13k | 50.46 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $668k | +117% | 6.1k | 109.96 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.1 | $668k | NEW | 28k | 23.94 |
|
| Neuberger Berman Next Genera Common Stock (NBXG) | 0.1 | $664k | +4215% | 43k | 15.38 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $657k | +4% | 41k | 15.90 |
|
| Zscaler Incorporated (ZS) | 0.1 | $650k | -3% | 2.2k | 299.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $642k | +56% | 2.7k | 241.94 |
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| McDonald's Corporation (MCD) | 0.1 | $641k | 2.1k | 303.83 |
|
|
| Nano Nuclear Energy (NNE) | 0.1 | $639k | +55% | 17k | 38.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $632k | +9% | 1.8k | 355.50 |
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.1 | $631k | +4% | 11k | 56.54 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $630k | +14% | 4.4k | 142.41 |
|
| Ameresco Cl A (AMRC) | 0.1 | $627k | NEW | 19k | 33.58 |
|
| International Seaways (INSW) | 0.1 | $618k | NEW | 13k | 46.08 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $611k | +35% | 850.00 | 718.35 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $607k | +5% | 4.0k | 151.98 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $602k | -42% | 1.8k | 337.49 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $597k | -30% | 4.4k | 136.85 |
|
| Or Royalties Com Shs (OR) | 0.1 | $591k | -15% | 15k | 40.08 |
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| Agnico (AEM) | 0.1 | $589k | -35% | 3.5k | 168.56 |
|
| Royce Global Value Tr (RGT) | 0.1 | $587k | NEW | 45k | 12.95 |
|
| Upstart Hldgs (UPST) | 0.1 | $587k | +14% | 12k | 50.80 |
|
| Rollins (ROL) | 0.1 | $584k | -2% | 9.9k | 58.74 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $581k | -9% | 6.7k | 87.21 |
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| Waste Management (WM) | 0.1 | $572k | 2.6k | 220.80 |
|
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $557k | -15% | 5.6k | 100.20 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $557k | -4% | 3.4k | 166.10 |
|
| PPL Corporation (PPL) | 0.1 | $554k | -2% | 15k | 37.16 |
|
| Barclays Adr (BCS) | 0.1 | $553k | NEW | 27k | 20.67 |
|
| Omeros Corporation (OMER) | 0.1 | $552k | +43% | 135k | 4.10 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $549k | +229% | 11k | 52.23 |
|
| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.1 | $548k | +114% | 24k | 22.77 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.1 | $543k | NEW | 8.3k | 65.82 |
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| Philip Morris International (PM) | 0.1 | $540k | 3.3k | 162.22 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $538k | -11% | 15k | 35.41 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $536k | -28% | 27k | 19.80 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $535k | +5% | 3.2k | 167.34 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $517k | +4% | 2.7k | 189.45 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.1 | $514k | +7% | 14k | 36.00 |
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| Soundhound Ai Class A Com (SOUN) | 0.1 | $513k | +2% | 32k | 16.08 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $508k | +3% | 4.2k | 122.44 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $506k | 34k | 14.93 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $490k | +11% | 3.7k | 133.90 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $478k | -7% | 4.6k | 104.96 |
|
| Global X Fds S&p 500 Qlt Etf (QDIV) | 0.1 | $477k | 14k | 35.19 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $475k | +3% | 5.6k | 84.83 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $471k | +653% | 17k | 27.13 |
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.1 | $465k | +3589% | 17k | 28.13 |
|
| Valero Energy Corporation (VLO) | 0.1 | $458k | 2.7k | 170.28 |
|
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.1 | $458k | NEW | 8.7k | 52.46 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $457k | +94% | 11k | 43.30 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $450k | -5% | 4.5k | 99.03 |
|
| Johnson & Johnson (JNJ) | 0.1 | $431k | -5% | 2.3k | 185.40 |
|
| Sofi Technologies (SOFI) | 0.1 | $431k | -6% | 16k | 26.42 |
|
| McKesson Corporation (MCK) | 0.1 | $420k | -62% | 544.00 | 772.31 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $414k | +114% | 8.5k | 48.84 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $414k | +107% | 8.1k | 51.09 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $413k | +114% | 8.1k | 51.28 |
|
| Pacer Fds Tr Aristotle Pacifi (FLRT) | 0.1 | $413k | NEW | 8.7k | 47.39 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.1 | $411k | -14% | 6.4k | 64.71 |
|
| Ea Series Trust Strive Enhanced (BUXX) | 0.1 | $411k | NEW | 20k | 20.28 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $409k | NEW | 8.3k | 49.31 |
|
| Ares Dynamic Cr Allocation (ARDC) | 0.1 | $408k | -5% | 29k | 14.07 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $407k | -24% | 16k | 26.07 |
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $400k | -13% | 6.5k | 62.00 |
|
| Qualcomm (QCOM) | 0.1 | $398k | 2.4k | 166.33 |
|
|
| Mongodb Cl A (MDB) | 0.1 | $397k | -16% | 1.3k | 310.38 |
|
| Vistra Energy (VST) | 0.1 | $395k | -53% | 2.0k | 195.92 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $393k | -12% | 2.3k | 170.83 |
|
| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.1 | $391k | -3% | 13k | 30.70 |
|
| Walt Disney Company (DIS) | 0.1 | $382k | -60% | 3.3k | 114.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $380k | -4% | 2.0k | 194.58 |
|
| Pfizer (PFE) | 0.1 | $377k | -28% | 15k | 25.48 |
|
| Calamos (CCD) | 0.1 | $376k | +2% | 18k | 21.04 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $369k | 1.7k | 215.83 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $368k | +5% | 9.6k | 38.29 |
|
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.1 | $363k | NEW | 9.7k | 37.59 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $362k | +2500% | 3.2k | 112.27 |
|
| Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.1 | $357k | -4% | 27k | 13.34 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $356k | 585.00 | 608.95 |
|
|
| Axon Enterprise (AXON) | 0.1 | $355k | -2% | 494.00 | 717.64 |
|
| Neuberger Berman Mlp Income (NML) | 0.1 | $354k | NEW | 41k | 8.72 |
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.1 | $353k | 3.7k | 95.48 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $351k | -2% | 5.9k | 59.20 |
|
| Starbucks Corporation (SBUX) | 0.1 | $344k | +31% | 4.1k | 84.60 |
|
| Kkr & Co (KKR) | 0.1 | $343k | 2.6k | 129.93 |
|
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.1 | $335k | -14% | 6.7k | 50.10 |
|
| Public Service Enterprise (PEG) | 0.0 | $334k | -4% | 4.0k | 83.46 |
|
| Automatic Data Processing (ADP) | 0.0 | $323k | -3% | 1.1k | 293.37 |
|
| Caterpillar (CAT) | 0.0 | $321k | -85% | 672.00 | 476.87 |
|
| BP Sponsored Adr (BP) | 0.0 | $319k | 9.2k | 34.46 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $318k | +21% | 8.1k | 39.19 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $315k | -3% | 1.7k | 186.53 |
|
| Advent Claymore Convertible Sec & Inc (AVK) | 0.0 | $315k | 25k | 12.79 |
|
|
| Applied Materials (AMAT) | 0.0 | $309k | -3% | 1.5k | 204.76 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $303k | 3.5k | 86.30 |
|
|
| Pepsi (PEP) | 0.0 | $302k | 2.2k | 140.41 |
|
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $295k | -53% | 12k | 24.80 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $290k | 26k | 11.22 |
|
|
| Synopsys (SNPS) | 0.0 | $290k | +460% | 588.00 | 493.39 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $286k | -18% | 26k | 10.86 |
|
| Constellation Energy (CEG) | 0.0 | $284k | -84% | 863.00 | 328.97 |
|
Past Filings by Newbridge Financial Services Group
SEC 13F filings are viewable for Newbridge Financial Services Group going back to 2021
- Newbridge Financial Services Group 2025 Q3 filed Nov. 13, 2025
- Newbridge Financial Services Group 2025 Q2 filed Aug. 19, 2025
- Newbridge Financial Services Group 2025 Q1 filed May 15, 2025
- Newbridge Financial Services Group 2024 Q4 filed Jan. 28, 2025
- Newbridge Financial Services Group 2024 Q3 filed Nov. 12, 2024
- Newbridge Financial Services Group 2024 Q2 filed Sept. 11, 2024
- Newbridge Financial Services Group 2024 Q1 filed April 24, 2024
- Newbridge Financial Services Group 2023 Q4 filed March 28, 2024
- Newbridge Financial Services Group 2023 Q3 filed Oct. 17, 2023
- Newbridge Financial Services Group 2023 Q2 filed July 21, 2023
- Newbridge Financial Services Group 2023 Q1 filed April 18, 2023
- Newbridge Financial Services Group 2022 Q4 filed Jan. 17, 2023
- Newbridge Financial Services Group 2022 Q3 filed Oct. 13, 2022
- Newbridge Financial Services Group 2022 Q2 filed July 15, 2022
- Newbridge Financial Services Group 2022 Q1 filed April 26, 2022
- Newbridge Financial Services Group 2021 Q4 filed Jan. 19, 2022