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, GOOG, MSFT, and represent 20.99% of Newbridge Financial Services Group's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$8.1M), XLK (+$6.0M), NOW (+$5.9M), ARM, AMZN, NBIS, AAPL, CRWV, MOH, QQQ.
- Started 223 new stock positions in AHT, SOLS, PSKY, HIVE, GEN, RLX, TDV, OTF, WDC, NEHI.
- Reduced shares in these 10 stocks: T (-$6.5M), LLY, MO, AMD, COF, BK, MMM, BST, , PLTR.
- Sold out of its positions in ADT, AES, OUSA, ENFR, ASGN, ARKQ, ARKF, AXTI, ACP, ASGI.
- Newbridge Financial Services Group was a net seller of stock by $-11M.
- Newbridge Financial Services Group has $644M in assets under management (AUM), dropping by -3.77%.
- Central Index Key (CIK): 0001879757
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Portfolio Holdings for Newbridge Financial Services Group
Newbridge Financial Services Group holds 1216 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Newbridge Financial Services Group has 1216 total positions. Only the first 250 positions are shown.
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- Download the Newbridge Financial Services Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $50M | 270k | 186.50 |
|
|
| Apple (AAPL) | 4.0 | $26M | +12% | 94k | 271.86 |
|
| Amazon (AMZN) | 3.5 | $23M | +15% | 98k | 230.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $19M | +7% | 61k | 313.80 |
|
| Microsoft Corporation (MSFT) | 2.7 | $18M | +4% | 36k | 483.62 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.7 | $17M | +6% | 48k | 360.13 |
|
| Broadcom (AVGO) | 2.7 | $17M | +7% | 50k | 346.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $16M | +12% | 26k | 614.31 |
|
| Meta Platforms Cl A (META) | 2.4 | $16M | 24k | 660.08 |
|
|
| Palantir Technologies Cl A (PLTR) | 2.3 | $15M | -14% | 82k | 177.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $14M | +6% | 29k | 468.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $12M | +13% | 17k | 684.92 |
|
| Tesla Motors (TSLA) | 1.8 | $12M | +8% | 26k | 449.72 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.7 | $11M | +121% | 76k | 143.97 |
|
| Ishares Tr Global Tech Etf (IXN) | 1.6 | $10M | +10% | 99k | 105.00 |
|
| Arm Holdings Sponsored Ads (ARM) | 1.5 | $9.9M | +54% | 90k | 109.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $9.6M | +10% | 20k | 487.85 |
|
| Netflix (NFLX) | 1.3 | $8.6M | +1466% | 92k | 93.76 |
|
| Oracle Corporation (ORCL) | 1.3 | $8.3M | +17% | 42k | 194.91 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $8.2M | +2% | 27k | 302.11 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $8.1M | +11% | 29k | 279.14 |
|
| Ishares Tr Global 100 Etf (IOO) | 1.1 | $7.1M | 56k | 126.67 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.1 | $7.0M | 120k | 58.12 |
|
|
| Servicenow (NOW) | 1.1 | $6.8M | +659% | 45k | 153.19 |
|
| Snowflake Com Shs (SNOW) | 1.1 | $6.8M | +26% | 31k | 219.36 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $6.5M | -41% | 6.1k | 1074.66 |
|
| salesforce (CRM) | 0.9 | $6.0M | +15% | 23k | 264.91 |
|
| Wal-Mart Stores (WMT) | 0.9 | $5.5M | 49k | 111.41 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.8 | $5.5M | -8% | 134k | 40.63 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.8 | $5.4M | -6% | 307k | 17.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.1M | +20% | 16k | 313.00 |
|
| Cloudflare Cl A Com (NET) | 0.7 | $4.8M | +23% | 24k | 197.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.7M | +45% | 9.3k | 502.65 |
|
| Marvell Technology (MRVL) | 0.7 | $4.6M | +4% | 54k | 84.98 |
|
| Ge Aerospace Com New (GE) | 0.7 | $4.4M | +10% | 14k | 308.04 |
|
| Uber Technologies (UBER) | 0.7 | $4.2M | +40% | 52k | 81.71 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.6 | $4.1M | +23% | 78k | 52.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $4.0M | +22% | 79k | 50.59 |
|
| International Business Machines (IBM) | 0.6 | $3.9M | +30% | 13k | 296.21 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $3.8M | 66k | 57.24 |
|
|
| Cisco Systems (CSCO) | 0.6 | $3.7M | +18% | 49k | 77.03 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.4M | +21% | 5.0k | 681.95 |
|
| Ares Capital Corporation (ARCC) | 0.5 | $3.3M | +42% | 165k | 20.23 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.5 | $3.3M | +37% | 62k | 53.86 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $3.3M | -2% | 3.8k | 862.35 |
|
| Global X Fds Superdividend (SDIV) | 0.5 | $3.3M | 136k | 24.03 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.2M | -3% | 6.8k | 473.30 |
|
| Nebius Group Shs Class A (NBIS) | 0.5 | $3.2M | +1092% | 39k | 83.70 |
|
| Advanced Micro Devices (AMD) | 0.5 | $3.2M | -52% | 15k | 214.16 |
|
| Coreweave Com Cl A (CRWV) | 0.5 | $3.1M | +890% | 43k | 71.61 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.9M | +51% | 8.9k | 322.20 |
|
| Intel Corporation (INTC) | 0.4 | $2.7M | -3% | 74k | 36.90 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.7M | +24% | 22k | 120.34 |
|
| UnitedHealth (UNH) | 0.4 | $2.7M | +4% | 8.1k | 330.10 |
|
| Home Depot (HD) | 0.4 | $2.7M | -3% | 7.8k | 344.11 |
|
| Molina Healthcare (MOH) | 0.4 | $2.6M | NEW | 15k | 173.54 |
|
| Coca-Cola Company (KO) | 0.4 | $2.6M | +3% | 38k | 69.91 |
|
| Api Group Corp Com Stk (APG) | 0.4 | $2.6M | +75% | 68k | 38.26 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $2.5M | -23% | 50k | 49.65 |
|
| NiSource (NI) | 0.4 | $2.4M | 56k | 41.76 |
|
|
| Strategy Ns 7handl Idx (HNDL) | 0.4 | $2.3M | +4% | 104k | 22.02 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $2.3M | +77% | 20k | 113.10 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $2.2M | +7% | 102k | 21.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.2M | -8% | 3.8k | 570.81 |
|
| Annaly Capital Management In Com New (NLY) | 0.3 | $2.2M | +22% | 97k | 22.36 |
|
| Global X Fds Russell 2000 (RYLD) | 0.3 | $2.1M | 139k | 15.30 |
|
|
| Madrigal Pharmaceuticals (MDGL) | 0.3 | $2.1M | -2% | 3.5k | 582.34 |
|
| Corning Incorporated (GLW) | 0.3 | $2.1M | +32% | 24k | 87.56 |
|
| Abbvie (ABBV) | 0.3 | $2.0M | -10% | 8.6k | 228.48 |
|
| CenterPoint Energy (CNP) | 0.3 | $1.9M | +30% | 50k | 38.34 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $1.8M | -12% | 47k | 39.45 |
|
| Curtiss-Wright (CW) | 0.3 | $1.8M | +6% | 3.3k | 551.29 |
|
| Cameco Corporation (CCJ) | 0.3 | $1.8M | -8% | 20k | 91.49 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $1.8M | -4% | 25k | 70.12 |
|
| Goldman Sachs (GS) | 0.3 | $1.8M | -20% | 2.0k | 879.13 |
|
| TJX Companies (TJX) | 0.3 | $1.7M | +13% | 11k | 153.61 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.6M | +946% | 11k | 143.31 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.6M | +32% | 8.5k | 184.20 |
|
| Altria (MO) | 0.2 | $1.5M | -69% | 27k | 57.66 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.5M | -15% | 9.5k | 160.97 |
|
| Chevron Corporation (CVX) | 0.2 | $1.5M | -11% | 9.9k | 152.41 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.5M | +34% | 88k | 16.49 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.4M | +191% | 6.8k | 206.96 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $1.4M | +89% | 12k | 119.75 |
|
| Spdr Series Trust State Street Spd (XSW) | 0.2 | $1.4M | -2% | 7.3k | 187.15 |
|
| Strategy Cl A New (MSTR) | 0.2 | $1.4M | -2% | 9.0k | 151.95 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | +106% | 4.4k | 305.65 |
|
| Chubb (CB) | 0.2 | $1.3M | -5% | 4.2k | 312.15 |
|
| Micron Technology (MU) | 0.2 | $1.3M | -7% | 4.5k | 285.41 |
|
| Astera Labs (ALAB) | 0.2 | $1.3M | +14% | 7.7k | 166.36 |
|
| Reddit Cl A (RDDT) | 0.2 | $1.3M | +15% | 5.5k | 229.87 |
|
| Boeing Company (BA) | 0.2 | $1.2M | +26% | 5.7k | 217.11 |
|
| Ge Vernova (GEV) | 0.2 | $1.2M | +16% | 1.9k | 653.63 |
|
| Twilio Cl A (TWLO) | 0.2 | $1.2M | -2% | 8.5k | 142.24 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.2M | -9% | 2.5k | 480.56 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.2M | 10k | 117.21 |
|
|
| Waste Management (WM) | 0.2 | $1.2M | +109% | 5.4k | 219.72 |
|
| Visa Com Cl A (V) | 0.2 | $1.2M | +64% | 3.4k | 350.69 |
|
| Pegasystems (PEGA) | 0.2 | $1.1M | -2% | 19k | 59.72 |
|
| Verizon Communications (VZ) | 0.2 | $1.1M | +50% | 27k | 40.73 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $1.1M | +5% | 19k | 59.28 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.1M | 8.4k | 131.03 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | -37% | 16k | 69.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.1M | +51% | 2.7k | 396.31 |
|
| Janus Detroit Str Tr Janus Henderson (JXX) | 0.2 | $1.1M | 38k | 28.00 |
|
|
| 3M Company (MMM) | 0.2 | $1.0M | -74% | 6.5k | 160.10 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.2 | $1.0M | +84% | 19k | 52.80 |
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.2 | $1.0M | +119% | 19k | 52.87 |
|
| Eni S P A Sponsored Adr (E) | 0.2 | $1.0M | +408% | 27k | 37.94 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $985k | +67% | 5.4k | 183.40 |
|
| Oklo Com Cl A (OKLO) | 0.2 | $980k | -7% | 14k | 71.76 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $978k | NEW | 13k | 75.91 |
|
| At&t (T) | 0.1 | $955k | -87% | 38k | 24.84 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $949k | +1425% | 133k | 7.14 |
|
| Morgan Stanley Com New (MS) | 0.1 | $947k | +1410% | 5.3k | 177.53 |
|
| Global Net Lease Com New (GNL) | 0.1 | $907k | -4% | 105k | 8.60 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $905k | +395% | 40k | 22.43 |
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| Valley National Ban (VLY) | 0.1 | $874k | 75k | 11.68 |
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| American Express Company (AXP) | 0.1 | $845k | -5% | 2.3k | 369.93 |
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| Walt Disney Company (DIS) | 0.1 | $823k | +116% | 7.2k | 113.78 |
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| Nextera Energy (NEE) | 0.1 | $817k | +5% | 10k | 80.28 |
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| EQT Corporation (EQT) | 0.1 | $816k | +42188% | 15k | 53.60 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $811k | -7% | 9.2k | 88.08 |
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| Norfolk Southern (NSC) | 0.1 | $806k | +1562% | 2.8k | 288.67 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.1 | $797k | +43% | 35k | 23.04 |
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| Evergy (EVRG) | 0.1 | $766k | +4318% | 11k | 72.49 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $746k | -12% | 16k | 46.71 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $746k | +18% | 4.4k | 171.18 |
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| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.1 | $737k | +401% | 15k | 48.68 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $707k | +75% | 3.1k | 226.14 |
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| Ciena Corp Com New (CIEN) | 0.1 | $702k | NEW | 3.0k | 233.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $659k | -8% | 1.1k | 627.38 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $652k | -13% | 24k | 27.15 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $643k | +220% | 11k | 60.39 |
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| Philip Morris International (PM) | 0.1 | $634k | +18% | 4.0k | 160.39 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $631k | +11215% | 2.3k | 278.89 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $608k | -52% | 8.1k | 75.32 |
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| Omeros Corporation (OMER) | 0.1 | $589k | -74% | 34k | 17.18 |
|
| Rollins (ROL) | 0.1 | $583k | -2% | 9.7k | 60.02 |
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| Marathon Digital Holdings In (MARA) | 0.1 | $583k | +54% | 65k | 8.98 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $570k | 3.3k | 170.63 |
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| Datadog Cl A Com (DDOG) | 0.1 | $536k | -10% | 3.9k | 135.99 |
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| PPL Corporation (PPL) | 0.1 | $517k | 15k | 35.02 |
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| Mongodb Cl A (MDB) | 0.1 | $498k | -7% | 1.2k | 419.69 |
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| Old Republic International Corporation (ORI) | 0.1 | $488k | +113% | 11k | 45.64 |
|
| Expedia Group Com New (EXPE) | 0.1 | $487k | +8500% | 1.7k | 283.34 |
|
| Kurv Etf Tr Technology Titan (KQQQ) | 0.1 | $474k | NEW | 17k | 28.07 |
|
| BorgWarner (BWA) | 0.1 | $468k | +64% | 10k | 45.06 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $467k | 4.6k | 102.42 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $466k | NEW | 1.0k | 448.43 |
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| Fidelity Greenwood Street Tr Yield Enhanced E (FYEE) | 0.1 | $446k | +137% | 16k | 28.68 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $446k | NEW | 38k | 11.86 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $445k | NEW | 5.2k | 86.27 |
|
| Valero Energy Corporation (VLO) | 0.1 | $441k | 2.7k | 162.78 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $435k | +102% | 2.7k | 162.01 |
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| Nano Nuclear Energy (NNE) | 0.1 | $431k | +8% | 18k | 24.01 |
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| Sofi Technologies (SOFI) | 0.1 | $429k | 16k | 26.18 |
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| Pfizer (PFE) | 0.1 | $421k | +14% | 17k | 24.90 |
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| Upstart Hldgs (UPST) | 0.1 | $412k | -18% | 9.4k | 43.73 |
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| Qualcomm (QCOM) | 0.1 | $410k | 2.4k | 171.07 |
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| McKesson Corporation (MCK) | 0.1 | $406k | -9% | 495.00 | 820.62 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $392k | NEW | 10k | 38.34 |
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| Zscaler Incorporated (ZS) | 0.1 | $386k | -20% | 1.7k | 224.92 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $370k | 1.7k | 219.76 |
|
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| Applied Materials (AMAT) | 0.1 | $369k | -4% | 1.4k | 257.04 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $368k | -76% | 3.6k | 103.55 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $359k | 2.3k | 154.14 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $354k | -83% | 5.2k | 68.36 |
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| Williams Companies (WMB) | 0.1 | $338k | +90% | 5.6k | 60.11 |
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| Kkr & Co (KKR) | 0.1 | $337k | 2.6k | 127.49 |
|
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| Northrop Grumman Corporation (NOC) | 0.1 | $334k | 586.00 | 570.58 |
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| Caterpillar (CAT) | 0.1 | $328k | -14% | 572.00 | 572.58 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $326k | 1.7k | 190.98 |
|
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| Coherent Corp (COHR) | 0.1 | $325k | -20% | 1.8k | 184.57 |
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| Neos Etf Trust Bitcoin High Inc (BTCI) | 0.1 | $325k | +327% | 7.4k | 44.02 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $324k | NEW | 14k | 23.70 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $322k | -2% | 6.5k | 49.48 |
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| BP Sponsored Adr (BP) | 0.0 | $321k | 9.3k | 34.73 |
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| Public Service Enterprise (PEG) | 0.0 | $317k | 3.9k | 80.29 |
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| Merck & Co (MRK) | 0.0 | $316k | +16% | 3.0k | 105.26 |
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| Constellation Energy (CEG) | 0.0 | $315k | +3% | 893.00 | 353.22 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $309k | -74% | 4.8k | 64.39 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $307k | NEW | 6.9k | 44.32 |
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| Axon Enterprise (AXON) | 0.0 | $298k | +6% | 524.00 | 567.93 |
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| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.0 | $295k | -19% | 10k | 28.56 |
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| Vistra Energy (VST) | 0.0 | $289k | -11% | 1.8k | 161.33 |
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| Dutch Bros Cl A (BROS) | 0.0 | $288k | 4.7k | 61.22 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $287k | -56% | 1.2k | 246.18 |
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| Dollar General (DG) | 0.0 | $284k | +328% | 2.1k | 132.77 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $284k | -10% | 28k | 9.97 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $283k | -50% | 420.00 | 673.82 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $282k | +3% | 583.00 | 483.60 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $280k | +43% | 921.00 | 303.93 |
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| Starbucks Corporation (SBUX) | 0.0 | $280k | -18% | 3.3k | 84.22 |
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| Synopsys (SNPS) | 0.0 | $279k | 593.00 | 469.72 |
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| Pepsi (PEP) | 0.0 | $270k | -12% | 1.9k | 143.49 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $270k | 3.5k | 76.92 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $269k | +20% | 3.1k | 87.17 |
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| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $265k | 26k | 10.03 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $263k | -72% | 1.7k | 154.76 |
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| OSI Systems (OSIS) | 0.0 | $262k | NEW | 1.0k | 255.06 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $259k | +58% | 5.1k | 50.52 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $256k | 924.00 | 276.94 |
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| Teradyne (TER) | 0.0 | $251k | +868% | 1.3k | 193.53 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $245k | -18% | 6.6k | 37.00 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $242k | +88% | 2.0k | 119.40 |
|
| Southern Company (SO) | 0.0 | $240k | +28% | 2.8k | 87.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $238k | +6% | 1.2k | 199.74 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $237k | -22% | 1.7k | 135.72 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $236k | +16% | 17k | 14.17 |
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $233k | NEW | 2.0k | 117.42 |
|
| Intuit (INTU) | 0.0 | $232k | +897% | 349.00 | 663.31 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $232k | 307.00 | 753.92 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $231k | +6% | 1.5k | 155.12 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $229k | -80% | 2.6k | 86.89 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $228k | 4.0k | 56.69 |
|
|
| Spdr Series Trust State Street Spd (XSD) | 0.0 | $228k | +2% | 709.00 | 321.49 |
|
| Spdr Series Trust State Street Spd (ONEV) | 0.0 | $226k | 1.7k | 133.19 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $226k | NEW | 819.00 | 275.39 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $224k | -7% | 6.3k | 35.57 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $223k | 4.3k | 52.41 |
|
|
| Moderna (MRNA) | 0.0 | $221k | 7.5k | 29.49 |
|
|
| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.0 | $218k | +60% | 8.2k | 26.47 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $217k | -21% | 648.00 | 335.27 |
|
| Nrg Energy Com New (NRG) | 0.0 | $215k | -16% | 1.4k | 159.21 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $213k | -57% | 14k | 14.81 |
|
| Metropcs Communications (TMUS) | 0.0 | $212k | -5% | 1.0k | 202.98 |
|
| Ecolab (ECL) | 0.0 | $210k | 799.00 | 262.44 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $203k | -3% | 4.1k | 49.21 |
|
| Trane Technologies SHS (TT) | 0.0 | $203k | +1008% | 521.00 | 389.20 |
|
| Amgen (AMGN) | 0.0 | $201k | +12% | 614.00 | 327.47 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $200k | +46% | 2.5k | 79.30 |
|
| FedEx Corporation (FDX) | 0.0 | $198k | +6% | 686.00 | 288.72 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $196k | +563% | 4.0k | 49.04 |
|
| Republic Services (RSG) | 0.0 | $194k | 915.00 | 211.99 |
|
|
| Neos Etf Trust Ethereum High In (NEHI) | 0.0 | $191k | NEW | 3.9k | 49.15 |
|
| Western Digital (WDC) | 0.0 | $190k | NEW | 1.1k | 172.27 |
|
| Simon Property (SPG) | 0.0 | $187k | +9% | 1.0k | 185.04 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $186k | -80% | 3.4k | 54.77 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $184k | 3.2k | 57.92 |
|
|
| Ea Series Trust Bridgeway Blue (BBLU) | 0.0 | $183k | NEW | 12k | 15.26 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $183k | 869.00 | 210.36 |
|
|
| Dominion Resources (D) | 0.0 | $183k | 3.1k | 58.59 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $180k | 2.9k | 61.97 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $178k | +59% | 830.00 | 214.63 |
|
| Ishares Tr Top 20 U S Stock (TOPT) | 0.0 | $176k | 5.6k | 31.23 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $175k | +10% | 3.9k | 44.87 |
|
| AeroVironment (AVAV) | 0.0 | $175k | NEW | 723.00 | 241.89 |
|
| Union Pacific Corporation (UNP) | 0.0 | $174k | 751.00 | 231.31 |
|
|
| Realty Income (O) | 0.0 | $171k | -7% | 3.0k | 56.37 |
|
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 Q4 filed Jan. 21, 2026
- 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