Newbridge Financial Services Group
Latest statistics and disclosures from Newbridge Financial Services Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, NVDA, MSFT, TSLA, and represent 18.95% of Newbridge Financial Services Group's stock portfolio.
- Added to shares of these 10 stocks: XOM, ATVI, STPZ, AMZN, SPY, SOFI, XLV, BTAL, DVN, DXCM.
- Started 101 new stock positions in LANC, TUR, COPX, FLJP, NXRT, PB, SBRA, EWZ, FLRN, HNST.
- Reduced shares in these 10 stocks: UUP, Bluerock Residential Growth Re, IEP, HOMB, LOAN, IRM, Twitter, NRDS, KO, AGOX.
- Sold out of its positions in AMC, Acelrx Pharmaceuticals, Ampio Pharmaceuticals, BATT, AU, ARI, APLE, AHH, Avalara, BZUN.
- Newbridge Financial Services Group was a net buyer of stock by $1.7M.
- Newbridge Financial Services Group has $173M in assets under management (AUM), dropping by 1.84%.
- Central Index Key (CIK): 0001879757
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Portfolio Holdings for Newbridge Financial Services Group
Newbridge Financial Services Group holds 1448 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Newbridge Financial Services Group has 1448 total positions. Only the first 250 positions are shown.
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- Download the Newbridge Financial Services Group December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.8 | $13M | 103k | 129.93 | ||
Amazon (AMZN) | 3.8 | $6.7M | +10% | 79k | 84.00 | |
NVIDIA Corporation (NVDA) | 2.9 | $5.0M | 34k | 146.14 | ||
Microsoft Corporation (MSFT) | 2.5 | $4.3M | -3% | 18k | 239.82 | |
Tesla Motors (TSLA) | 2.0 | $3.4M | +8% | 28k | 123.18 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.4M | -4% | 27k | 88.23 | |
Exxon Mobil Corporation (XOM) | 1.3 | $2.2M | +65% | 20k | 110.30 | |
Boeing Company (BA) | 1.1 | $1.9M | -4% | 9.9k | 190.48 | |
Nxp Semiconductors N V (NXPI) | 1.0 | $1.7M | -2% | 11k | 158.03 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.9 | $1.6M | +70% | 32k | 49.87 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.5M | +6% | 17k | 88.73 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.5M | -2% | 4.9k | 308.90 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.4M | +59% | 3.6k | 382.43 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | -7% | 10k | 134.09 | |
Setup an alertNewbridge Financial Services Group will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
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Starboard Invt Tr Adaptive Alpha (AGOX) | 0.8 | $1.3M | -13% | 65k | 20.49 | |
Abbvie (ABBV) | 0.8 | $1.3M | 8.1k | 161.61 | ||
Costco Wholesale Corporation (COST) | 0.7 | $1.3M | -3% | 2.8k | 456.46 | |
Sofi Technologies (SOFI) | 0.7 | $1.3M | +60% | 278k | 4.61 | |
Home Depot (HD) | 0.7 | $1.2M | -4% | 3.9k | 315.85 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.2M | 3.6k | 331.31 | ||
Walt Disney Company (DIS) | 0.7 | $1.2M | -9% | 14k | 86.88 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.1M | +56% | 8.2k | 135.85 | |
Select Sector Spdr Tr Financial (XLF) | 0.6 | $1.1M | +10% | 32k | 34.20 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.6 | $1.1M | -3% | 13k | 83.00 | |
Visa Com Cl A (V) | 0.6 | $1.1M | +2% | 5.1k | 207.78 | |
Block Cl A (SQ) | 0.6 | $1.0M | 17k | 62.84 | ||
Advanced Micro Devices (AMD) | 0.6 | $1.0M | +4% | 16k | 64.77 | |
Ishares Tr Core Div Grwth (DGRO) | 0.6 | $1000k | -12% | 20k | 50.00 | |
Duke Energy Corp Com New (DUK) | 0.6 | $986k | +8% | 9.6k | 102.99 | |
Devon Energy Corporation (DVN) | 0.6 | $975k | +52% | 16k | 61.51 | |
Activision Blizzard (ATVI) | 0.6 | $972k | +232% | 13k | 76.55 | |
Vanguard Index Fds Value Etf (VTV) | 0.6 | $958k | +23% | 6.8k | 140.36 | |
Shopify Cl A (SHOP) | 0.5 | $937k | 27k | 34.71 | ||
Johnson & Johnson (JNJ) | 0.5 | $922k | -8% | 5.2k | 176.65 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $921k | +11% | 3.5k | 266.24 | |
MGM Resorts International. (MGM) | 0.5 | $889k | -10% | 27k | 33.53 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $866k | +27% | 12k | 70.50 | |
Pvh Corporation (PVH) | 0.5 | $863k | +7% | 12k | 70.59 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.5 | $858k | -4% | 14k | 61.95 | |
Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.5 | $855k | -2% | 66k | 12.90 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.5 | $824k | 3.0k | 275.98 | ||
At&t (T) | 0.5 | $784k | 43k | 18.41 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $769k | -2% | 3.6k | 214.27 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $765k | +8% | 2.0k | 384.16 | |
Wal-Mart Stores (WMT) | 0.4 | $759k | -13% | 5.4k | 141.78 | |
American Tower Reit (AMT) | 0.4 | $744k | -4% | 3.5k | 211.89 | |
Thermo Fisher Scientific (TMO) | 0.4 | $739k | +9% | 1.3k | 550.84 | |
Schlumberger Com Stk (SLB) | 0.4 | $736k | -2% | 14k | 53.46 | |
Fidelity Covington Trust Stock For Infl (FCPI) | 0.4 | $733k | 24k | 30.95 | ||
Altria (MO) | 0.4 | $722k | -5% | 16k | 45.71 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $714k | +56% | 9.6k | 74.55 | |
UnitedHealth (UNH) | 0.4 | $694k | +22% | 1.3k | 530.19 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $689k | -8% | 5.3k | 129.15 | |
AmerisourceBergen (ABC) | 0.4 | $689k | +4% | 4.2k | 165.72 | |
Danaher Corporation (DHR) | 0.4 | $670k | -5% | 2.5k | 265.44 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $670k | -12% | 10k | 64.91 | |
Palantir Technologies Cl A (PLTR) | 0.4 | $668k | -5% | 104k | 6.42 | |
Verizon Communications (VZ) | 0.4 | $667k | -6% | 17k | 39.40 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $633k | 3.6k | 174.38 | ||
Meta Platforms Cl A (META) | 0.4 | $630k | +14% | 5.2k | 120.34 | |
Dollar General (DG) | 0.4 | $614k | +3% | 2.5k | 246.26 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $603k | +8% | 7.9k | 76.13 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $602k | 4.8k | 124.43 | ||
Pfizer (PFE) | 0.3 | $590k | 12k | 51.24 | ||
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $587k | -6% | 8.5k | 69.07 | |
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.3 | $581k | -3% | 15k | 39.98 | |
Proshares Tr Short Qqq New (PSQ) | 0.3 | $581k | +80% | 39k | 14.72 | |
Procter & Gamble Company (PG) | 0.3 | $580k | 3.8k | 151.55 | ||
Becton, Dickinson and (BDX) | 0.3 | $579k | -11% | 2.3k | 254.32 | |
Sprout Social Com Cl A (SPT) | 0.3 | $579k | -6% | 10k | 56.46 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $576k | +4% | 5.5k | 105.29 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $569k | +62% | 3.4k | 169.64 | |
Lam Research Corporation (LRCX) | 0.3 | $562k | -7% | 1.3k | 420.20 | |
Valero Energy Corporation (VLO) | 0.3 | $558k | 4.4k | 126.85 | ||
Bank of America Corporation (BAC) | 0.3 | $549k | -10% | 17k | 33.12 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.3 | $548k | +18% | 15k | 37.49 | |
Chevron Corporation (CVX) | 0.3 | $543k | 3.0k | 179.49 | ||
Kla Corp Com New (KLAC) | 0.3 | $532k | -2% | 1.4k | 376.99 | |
Ford Motor Company (F) | 0.3 | $531k | +3% | 46k | 11.63 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $528k | -25% | 7.1k | 74.19 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $516k | 5.9k | 87.47 | ||
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $497k | -16% | 5.1k | 98.21 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $495k | +12% | 906.00 | 546.34 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $494k | 1.4k | 347.81 | ||
The Necessity Retail Reit In Com Class A (RTL) | 0.3 | $493k | +3% | 83k | 5.93 | |
Senseonics Hldgs (SENS) | 0.3 | $482k | -4% | 468k | 1.03 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $469k | 1.00 | 468711.00 | ||
FedEx Corporation (FDX) | 0.3 | $460k | -13% | 2.7k | 173.23 | |
Ishares Tr Msci Usa Value (VLUE) | 0.3 | $439k | +20% | 4.8k | 91.14 | |
International Business Machines (IBM) | 0.3 | $434k | -3% | 3.1k | 140.89 | |
Realty Income (O) | 0.2 | $422k | -5% | 6.7k | 63.43 | |
Roku Com Cl A (ROKU) | 0.2 | $420k | -12% | 10k | 40.70 | |
Merck & Co (MRK) | 0.2 | $413k | +16% | 3.7k | 110.95 | |
Caterpillar (CAT) | 0.2 | $411k | -11% | 1.7k | 239.49 | |
Paypal Holdings (PYPL) | 0.2 | $411k | +19% | 5.8k | 71.22 | |
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $409k | 16k | 25.76 | ||
Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $386k | 12k | 31.24 | ||
Vanguard World Fds Utilities Etf (VPU) | 0.2 | $384k | +366% | 2.5k | 153.38 | |
Peabody Energy (BTU) | 0.2 | $380k | -24% | 14k | 26.42 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $378k | +29% | 2.7k | 140.05 | |
Dex (DXCM) | 0.2 | $372k | +541% | 3.3k | 113.24 | |
Agf Invts Tr Agfiq Us Mk Anti (BTAL) | 0.2 | $369k | NEW | 17k | 21.21 | |
Qualcomm (QCOM) | 0.2 | $366k | -26% | 3.3k | 109.95 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $358k | +2% | 1.1k | 336.53 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $357k | +19% | 9.0k | 39.58 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $355k | +16% | 7.1k | 50.13 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $353k | +2% | 7.6k | 46.25 | |
Diamondback Energy (FANG) | 0.2 | $348k | +14% | 2.5k | 136.79 | |
Micron Technology (MU) | 0.2 | $348k | +4% | 7.0k | 49.98 | |
Target Corporation (TGT) | 0.2 | $346k | -14% | 2.3k | 149.05 | |
Docusign (DOCU) | 0.2 | $344k | +23% | 6.2k | 55.42 | |
Blackberry (BB) | 0.2 | $336k | -4% | 103k | 3.26 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $327k | +14% | 8.4k | 38.89 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $323k | 3.1k | 104.27 | ||
Southern Company (SO) | 0.2 | $321k | +5% | 4.5k | 71.41 | |
Zoom Video Communications In Cl A (ZM) | 0.2 | $319k | -6% | 4.7k | 67.74 | |
General Electric Com New (GE) | 0.2 | $318k | -22% | 3.8k | 83.79 | |
Proshares Tr Shrt Smallcap60 (SBB) | 0.2 | $313k | +81% | 17k | 18.56 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $311k | -39% | 6.1k | 50.67 | |
salesforce (CRM) | 0.2 | $311k | +5% | 2.3k | 132.59 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $310k | 16k | 19.61 | ||
McDonald's Corporation (MCD) | 0.2 | $310k | +4% | 1.2k | 263.60 | |
Moderna (MRNA) | 0.2 | $308k | +10% | 1.7k | 179.62 | |
3M Company (MMM) | 0.2 | $302k | -3% | 2.5k | 119.94 | |
Raytheon Technologies Corp (RTX) | 0.2 | $301k | 3.0k | 100.93 | ||
Spdr Ser Tr Hlth Cr Equip (XHE) | 0.2 | $299k | 3.3k | 89.89 | ||
Intel Corporation (INTC) | 0.2 | $298k | +3% | 11k | 26.43 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $296k | 6.2k | 47.43 | ||
Walgreen Boots Alliance (WBA) | 0.2 | $294k | +12% | 7.9k | 37.36 | |
Chipotle Mexican Grill (CMG) | 0.2 | $289k | 208.00 | 1387.49 | ||
Rivian Automotive Com Cl A (RIVN) | 0.2 | $286k | -12% | 16k | 18.43 | |
Coca-Cola Company (KO) | 0.2 | $285k | -42% | 4.5k | 63.60 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $284k | -15% | 5.4k | 52.57 | |
Palo Alto Networks (PANW) | 0.2 | $278k | +6% | 2.0k | 139.54 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $273k | +27% | 17k | 15.91 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $271k | +4% | 3.6k | 75.53 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $269k | -4% | 4.4k | 61.64 | |
Starwood Property Trust (STWD) | 0.2 | $268k | -20% | 15k | 18.33 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $263k | -19% | 2.8k | 94.65 | |
Morgan Stanley Com New (MS) | 0.2 | $261k | -3% | 3.1k | 85.03 | |
Nerdwallet Com Cl A (NRDS) | 0.1 | $258k | -47% | 27k | 9.60 | |
Pepsi (PEP) | 0.1 | $253k | -33% | 1.4k | 180.71 | |
Lockheed Martin Corporation (LMT) | 0.1 | $252k | +37% | 518.00 | 486.92 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $252k | -4% | 2.9k | 88.09 | |
United Parcel Service CL B (UPS) | 0.1 | $251k | -24% | 1.4k | 173.87 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $251k | 2.8k | 89.97 | ||
1life Healthcare (ONEM) | 0.1 | $251k | -13% | 15k | 16.71 | |
Barings Bdc (BBDC) | 0.1 | $248k | +16% | 31k | 8.15 | |
Cion Invt Corp (CION) | 0.1 | $247k | +374% | 25k | 9.75 | |
Spdr Ser Tr Russell Low Vol (ONEV) | 0.1 | $243k | 2.4k | 102.96 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $241k | +4% | 7.9k | 30.53 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $239k | +14% | 21k | 11.18 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $237k | 2.8k | 84.74 | ||
Capital One Financial (COF) | 0.1 | $236k | +2% | 2.5k | 92.96 | |
Fs Kkr Capital Corp (FSK) | 0.1 | $233k | -5% | 13k | 17.50 | |
Lowe's Companies (LOW) | 0.1 | $233k | -8% | 1.2k | 199.27 | |
Netflix (NFLX) | 0.1 | $232k | -39% | 788.00 | 294.88 | |
Datadog Cl A Com (DDOG) | 0.1 | $232k | +7% | 3.2k | 73.50 | |
Marvell Technology (MRVL) | 0.1 | $232k | -5% | 6.3k | 37.04 | |
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $230k | -24% | 6.7k | 34.37 | |
Fubotv (FUBO) | 0.1 | $229k | -4% | 132k | 1.74 | |
Airbnb Com Cl A (ABNB) | 0.1 | $227k | 2.7k | 85.50 | ||
Starbucks Corporation (SBUX) | 0.1 | $225k | 2.3k | 99.18 | ||
Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $220k | 1.3k | 167.27 | ||
Northrop Grumman Corporation (NOC) | 0.1 | $218k | +16% | 399.00 | 546.23 | |
Chewy Cl A (CHWY) | 0.1 | $218k | -13% | 5.9k | 37.08 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $217k | +84% | 1.7k | 125.13 | |
Fibrogen (FGEN) | 0.1 | $217k | -33% | 14k | 16.02 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $216k | +109% | 1.9k | 111.86 | |
Portillos Com Cl A (PTLO) | 0.1 | $214k | -10% | 13k | 16.32 | |
Broadcom (AVGO) | 0.1 | $210k | -37% | 376.00 | 558.58 | |
Uber Technologies (UBER) | 0.1 | $209k | +6% | 8.5k | 24.73 | |
Bristol Myers Squibb (BMY) | 0.1 | $206k | +71% | 2.9k | 71.96 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $205k | -3% | 1.4k | 151.60 | |
Teucrium Commodity Tr Wheat Fd (WEAT) | 0.1 | $204k | -27% | 26k | 7.98 | |
Kraft Heinz (KHC) | 0.1 | $203k | +8% | 5.0k | 40.71 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $202k | 4.5k | 44.93 | ||
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $201k | +21% | 2.2k | 89.99 | |
Wells Fargo & Company (WFC) | 0.1 | $199k | +197% | 4.8k | 41.29 | |
Coherent Corp (COHR) | 0.1 | $198k | -12% | 5.6k | 35.10 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $197k | +45% | 4.5k | 43.83 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $194k | +29% | 5.1k | 38.07 | |
Biogen Idec (BIIB) | 0.1 | $194k | 700.00 | 276.92 | ||
Jfrog Ord Shs (FROG) | 0.1 | $193k | -4% | 9.0k | 21.33 | |
BlackRock (BLK) | 0.1 | $192k | -8% | 272.00 | 707.34 | |
Snowflake Cl A (SNOW) | 0.1 | $190k | -17% | 1.3k | 143.54 | |
Applied Materials (AMAT) | 0.1 | $187k | +4% | 1.9k | 97.36 | |
Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $187k | -26% | 4.6k | 40.65 | |
Edwards Lifesciences (EW) | 0.1 | $185k | 2.5k | 74.61 | ||
Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $185k | 8.7k | 21.17 | ||
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $184k | -6% | 2.4k | 77.68 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $184k | +7% | 8.4k | 22.02 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $181k | +77% | 3.3k | 54.48 | |
Biontech Se Sponsored Ads (BNTX) | 0.1 | $180k | -7% | 1.2k | 150.22 | |
Enterprise Products Partners (EPD) | 0.1 | $179k | -38% | 7.4k | 24.12 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $177k | +7% | 2.8k | 63.00 | |
Albemarle Corporation (ALB) | 0.1 | $177k | -2% | 816.00 | 216.89 | |
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.1 | $177k | +88% | 11k | 16.51 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $177k | 4.2k | 41.97 | ||
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $175k | +46% | 4.1k | 43.10 | |
Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $173k | +1347% | 4.6k | 37.30 | |
Gladstone Commercial Corporation (GOOD) | 0.1 | $173k | -26% | 9.4k | 18.50 | |
Metropcs Communications (TMUS) | 0.1 | $173k | +3% | 1.2k | 140.00 | |
Inventrust Pptys Corp Com New (IVT) | 0.1 | $172k | -18% | 7.3k | 23.67 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $172k | -28% | 1.6k | 106.44 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $171k | -2% | 488.00 | 351.10 | |
Automatic Data Processing (ADP) | 0.1 | $171k | +5% | 716.00 | 238.76 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $170k | 888.00 | 191.52 | ||
Phillips 66 (PSX) | 0.1 | $168k | +9% | 1.6k | 104.06 | |
Gilead Sciences (GILD) | 0.1 | $166k | -44% | 1.9k | 85.84 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $165k | +32% | 776.00 | 213.21 | |
United States Steel Corporation (X) | 0.1 | $164k | 6.5k | 25.05 | ||
Consolidated Edison (ED) | 0.1 | $164k | +26% | 1.7k | 95.29 | |
Nextera Energy (NEE) | 0.1 | $163k | +33% | 1.9k | 83.60 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $163k | 1.5k | 105.54 | ||
Ye Cl A (YELP) | 0.1 | $159k | 5.8k | 27.34 | ||
Global X Fds Russell 2000 (RYLD) | 0.1 | $158k | +108% | 8.4k | 18.81 | |
American Express Company (AXP) | 0.1 | $158k | -3% | 1.1k | 147.78 | |
Citigroup Com New (C) | 0.1 | $156k | 3.4k | 45.23 | ||
Kkr & Co (KKR) | 0.1 | $154k | 3.3k | 46.42 | ||
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.1 | $154k | -75% | 5.6k | 27.81 | |
Doximity Cl A (DOCS) | 0.1 | $154k | +4% | 4.6k | 33.56 | |
General Motors Company (GM) | 0.1 | $154k | +5% | 4.6k | 33.64 | |
Neuberger Berman Next Genera Common Stock (NBXG) | 0.1 | $153k | -4% | 17k | 9.10 | |
Las Vegas Sands (LVS) | 0.1 | $153k | +5% | 3.2k | 48.07 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $151k | -5% | 626.00 | 241.85 | |
Servicenow (NOW) | 0.1 | $151k | -17% | 388.00 | 388.27 | |
Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $151k | NEW | 5.8k | 26.01 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $149k | -22% | 2.7k | 55.11 | |
Affirm Hldgs Com Cl A (AFRM) | 0.1 | $148k | +17% | 15k | 9.67 | |
Nike CL B (NKE) | 0.1 | $147k | 1.3k | 116.98 | ||
Texas Instruments Incorporated (TXN) | 0.1 | $147k | +3% | 887.00 | 165.23 | |
Global X Fds S&p 500 Covered (XYLD) | 0.1 | $146k | +139% | 3.7k | 39.37 | |
Axon Enterprise (AXON) | 0.1 | $144k | -44% | 867.00 | 165.93 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $143k | -14% | 1.3k | 109.53 | |
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $142k | +55% | 3.3k | 43.57 | |
CVS Caremark Corporation (CVS) | 0.1 | $142k | +27% | 1.5k | 93.19 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $141k | +5% | 2.0k | 70.63 | |
Flexshares Tr Cr Scd Us Bd (SKOR) | 0.1 | $141k | 3.0k | 46.38 | ||
Arbor Realty Trust (ABR) | 0.1 | $140k | -34% | 11k | 13.19 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $140k | -6% | 2.8k | 49.81 | |
Provention Bio (PRVB) | 0.1 | $137k | 13k | 10.57 | ||
Coinbase Global Com Cl A (COIN) | 0.1 | $137k | +67% | 3.9k | 35.39 | |
Zscaler Incorporated (ZS) | 0.1 | $137k | -19% | 1.2k | 111.90 | |
Stanley Black & Decker (SWK) | 0.1 | $137k | +14% | 1.8k | 75.11 | |
Intuit (INTU) | 0.1 | $135k | +2800% | 348.00 | 389.22 | |
Eli Lilly & Co. (LLY) | 0.1 | $135k | -3% | 369.00 | 366.31 | |
Cloudflare Cl A Com (NET) | 0.1 | $135k | -24% | 3.0k | 45.21 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $135k | -18% | 2.8k | 47.99 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $135k | 1.8k | 75.45 |
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 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
- Newbridge Financial Services Group 2021 Q3 filed Oct. 27, 2021
- Newbridge Financial Services Group 2020 Q3 filed Sept. 7, 2021
- Newbridge Financial Services Group 2020 Q4 filed Sept. 7, 2021
- Newbridge Financial Services Group 2021 Q1 filed Sept. 7, 2021
- Newbridge Financial Services Group 2021 Q2 filed Sept. 7, 2021