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, TSLA, and represent 23.93% of Newbridge Financial Services Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$20M), MSTR, GBTC, NVDA, ARM, ORCL, ABBV, PANW, OKE, MDGL.
- Started 546 new stock positions in PKG, IVW, JPRE, VIG, BA, CNQ, WPM, IUSV, DOV, MRVL.
- Reduced shares in these 10 stocks: NVO, TSLA, UBER, KLAC, LMT, ULTA, DVA, CB, PLTR, VRT.
- Sold out of its positions in OGIG, ARKQ, ARKW, AVAV, RNTX, APPN, SAN, BlackRock, BXMT, BOX.
- Newbridge Financial Services Group was a net buyer of stock by $90M.
- Newbridge Financial Services Group has $390M in assets under management (AUM), dropping by 36.73%.
- Central Index Key (CIK): 0001879757
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Portfolio Holdings for Newbridge Financial Services Group
Newbridge Financial Services Group holds 1136 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Newbridge Financial Services Group has 1136 total positions. Only the first 250 positions are shown.
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- Download the Newbridge Financial Services Group December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $35M | +4% | 258k | 134.29 |
|
| Apple (AAPL) | 5.2 | $20M | NEW | 81k | 250.42 |
|
| Amazon (AMZN) | 4.3 | $17M | +2% | 77k | 219.39 |
|
| Microsoft Corporation (MSFT) | 3.3 | $13M | 30k | 421.49 |
|
|
| Tesla Motors (TSLA) | 2.2 | $8.6M | -12% | 21k | 403.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $8.0M | +8% | 16k | 511.22 |
|
| Meta Platforms Cl A (META) | 2.0 | $7.9M | +19% | 14k | 585.51 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.9 | $7.5M | +8% | 31k | 242.17 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $7.3M | +6% | 21k | 342.16 |
|
| Broadcom (AVGO) | 1.8 | $7.0M | +8% | 30k | 231.84 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 1.8 | $6.8M | +12% | 375k | 18.22 |
|
| Global X Fds S&p 500 Covered (XYLD) | 1.7 | $6.5M | +12% | 156k | 41.90 |
|
| Palantir Technologies Cl A (PLTR) | 1.6 | $6.1M | -5% | 81k | 75.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $6.0M | +12% | 10k | 588.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $6.0M | +10% | 31k | 190.44 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.5 | $5.8M | +15% | 103k | 56.38 |
|
| Advanced Micro Devices (AMD) | 1.4 | $5.4M | +20% | 45k | 120.79 |
|
| salesforce (CRM) | 1.3 | $5.2M | +7% | 16k | 334.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $4.9M | +17% | 12k | 410.44 |
|
| Ishares Tr Global Tech Etf (IXN) | 1.2 | $4.5M | +15% | 54k | 84.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.2 | $4.5M | +5% | 79k | 57.53 |
|
| Ishares Tr Global 100 Etf (IOO) | 1.1 | $4.3M | +14% | 43k | 100.77 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $4.1M | +7% | 5.3k | 771.98 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $3.9M | +18% | 4.2k | 916.28 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $3.9M | +23% | 14k | 280.06 |
|
| Wal-Mart Stores (WMT) | 0.9 | $3.6M | +29% | 40k | 90.35 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $3.6M | +22% | 14k | 253.75 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $3.3M | +48% | 14k | 232.52 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.8 | $3.2M | +91% | 26k | 123.36 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.2M | +6% | 7.9k | 401.58 |
|
| Home Depot (HD) | 0.8 | $3.0M | +9% | 7.8k | 388.98 |
|
| Global X Fds Russell 2000 (RYLD) | 0.7 | $2.8M | +32% | 169k | 16.34 |
|
| At&t (T) | 0.7 | $2.6M | +48% | 114k | 22.77 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.6M | 4.4k | 586.08 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.4M | -11% | 13k | 189.30 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $2.2M | +4% | 45k | 48.33 |
|
| Oracle Corporation (ORCL) | 0.6 | $2.2M | +166% | 13k | 166.65 |
|
| Global X Fds Superdividend (SDIV) | 0.5 | $2.1M | +22% | 103k | 20.62 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.5 | $2.1M | +49% | 41k | 50.82 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $2.1M | -4% | 75k | 27.38 |
|
| Strategy Ns 7handl Idx (HNDL) | 0.5 | $2.0M | +15% | 94k | 21.33 |
|
| Netflix (NFLX) | 0.5 | $2.0M | +3% | 2.2k | 891.32 |
|
| Kinder Morgan (KMI) | 0.5 | $2.0M | +186% | 72k | 27.40 |
|
| Abbvie (ABBV) | 0.5 | $1.9M | +219% | 11k | 177.69 |
|
| Dell Technologies CL C (DELL) | 0.5 | $1.9M | +163% | 17k | 115.24 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $1.9M | -4% | 17k | 107.57 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $1.8M | +188% | 2.7k | 693.07 |
|
| Microstrategy Cl A New (MSTR) | 0.5 | $1.8M | NEW | 6.3k | 289.62 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $1.8M | NEW | 25k | 74.02 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.4 | $1.7M | +12% | 20k | 85.97 |
|
| Coca-Cola Company (KO) | 0.4 | $1.7M | +62% | 27k | 62.26 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.4 | $1.6M | +33% | 74k | 21.90 |
|
| Caterpillar (CAT) | 0.4 | $1.6M | +13% | 4.4k | 362.80 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $1.5M | +12% | 17k | 89.32 |
|
| Putnam Etf Trust Bdc Income Etf (PBDC) | 0.4 | $1.5M | +40% | 45k | 34.42 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $1.5M | +63% | 77k | 19.59 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.4 | $1.5M | -16% | 37k | 40.49 |
|
| Chubb (CB) | 0.4 | $1.5M | -20% | 5.3k | 276.28 |
|
| Spdr Ser Tr Comp Software (XSW) | 0.4 | $1.5M | 7.7k | 188.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | +7% | 5.9k | 239.71 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.4M | +29% | 13k | 107.74 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.4M | 23k | 61.34 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.3M | +9% | 8.0k | 167.65 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $1.3M | +6% | 27k | 49.96 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.3M | NEW | 7.3k | 181.96 |
|
| Oneok (OKE) | 0.3 | $1.3M | NEW | 13k | 100.40 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.3 | $1.3M | NEW | 4.2k | 308.57 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.2M | -7% | 2.9k | 425.55 |
|
| Corning Incorporated (GLW) | 0.3 | $1.2M | +30% | 26k | 47.52 |
|
| Altria (MO) | 0.3 | $1.2M | +107% | 23k | 52.29 |
|
| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.3 | $1.1M | -14% | 42k | 27.16 |
|
| Micron Technology (MU) | 0.3 | $1.1M | -3% | 13k | 84.16 |
|
| Global Net Lease Com New (GNL) | 0.3 | $1.1M | -11% | 150k | 7.30 |
|
| FedEx Corporation (FDX) | 0.3 | $1.0M | -7% | 3.7k | 281.31 |
|
| TJX Companies (TJX) | 0.3 | $1.0M | +46% | 8.6k | 120.80 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $953k | -11% | 11k | 90.06 |
|
| Travelers Companies (TRV) | 0.2 | $947k | +32% | 3.9k | 240.90 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $888k | 9.0k | 98.47 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.2 | $885k | +136% | 18k | 48.58 |
|
| Trane Technologies SHS (TT) | 0.2 | $875k | 2.4k | 369.35 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $872k | NEW | 1.9k | 453.28 |
|
| S&p Global (SPGI) | 0.2 | $857k | 1.7k | 498.01 |
|
|
| American Express Company (AXP) | 0.2 | $832k | NEW | 2.8k | 296.80 |
|
| Astera Labs (ALAB) | 0.2 | $821k | -2% | 6.2k | 132.45 |
|
| Verizon Communications (VZ) | 0.2 | $816k | +23% | 20k | 39.99 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $780k | -12% | 10k | 77.79 |
|
| Philip Morris International (PM) | 0.2 | $767k | NEW | 6.4k | 120.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $751k | NEW | 1.4k | 538.79 |
|
| McDonald's Corporation (MCD) | 0.2 | $748k | +3% | 2.6k | 289.85 |
|
| Public Service Enterprise (PEG) | 0.2 | $732k | +20% | 8.7k | 84.49 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $706k | -2% | 6.6k | 107.68 |
|
| Annaly Capital Management In Com New (NLY) | 0.2 | $706k | NEW | 39k | 18.30 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.2 | $697k | NEW | 4.8k | 144.71 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $691k | NEW | 12k | 60.30 |
|
| NetApp (NTAP) | 0.2 | $686k | -20% | 5.9k | 116.09 |
|
| Visa Com Cl A (V) | 0.2 | $685k | +6% | 2.2k | 316.05 |
|
| Shopify Cl A (SHOP) | 0.2 | $670k | +5% | 6.3k | 106.33 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $669k | NEW | 5.1k | 131.41 |
|
| Marvell Technology (MRVL) | 0.2 | $663k | NEW | 6.0k | 110.45 |
|
| Snowflake Cl A (SNOW) | 0.2 | $656k | NEW | 4.2k | 154.41 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.2 | $655k | +10% | 13k | 52.37 |
|
| Chevron Corporation (CVX) | 0.2 | $652k | NEW | 4.5k | 144.84 |
|
| UnitedHealth (UNH) | 0.2 | $617k | -3% | 1.2k | 505.83 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $603k | NEW | 28k | 21.72 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.2 | $603k | NEW | 14k | 43.35 |
|
| Datadog Cl A Com (DDOG) | 0.2 | $593k | 4.2k | 142.89 |
|
|
| Nextera Energy (NEE) | 0.2 | $591k | 8.2k | 71.69 |
|
|
| Boeing Company (BA) | 0.1 | $581k | NEW | 3.3k | 176.99 |
|
| Waste Management (WM) | 0.1 | $559k | -7% | 2.8k | 201.78 |
|
| Goldman Sachs (GS) | 0.1 | $559k | 976.00 | 572.72 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $552k | -8% | 1.2k | 444.68 |
|
| Soundhound Ai Class A Com (SOUN) | 0.1 | $548k | NEW | 28k | 19.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $544k | +3% | 1.0k | 526.34 |
|
| Upstart Hldgs (UPST) | 0.1 | $533k | 8.7k | 61.57 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $518k | NEW | 3.6k | 144.63 |
|
| Valero Energy Corporation (VLO) | 0.1 | $517k | -4% | 4.2k | 122.60 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $516k | -11% | 41k | 12.54 |
|
| Enterprise Products Partners (EPD) | 0.1 | $508k | NEW | 16k | 31.36 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $505k | NEW | 2.3k | 220.97 |
|
| Realty Income (O) | 0.1 | $487k | NEW | 9.1k | 53.41 |
|
| Regency Centers Corporation (REG) | 0.1 | $479k | NEW | 6.5k | 73.93 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $475k | +18% | 1.1k | 447.38 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $473k | 5.1k | 92.72 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $470k | +2% | 2.7k | 172.41 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $458k | +11% | 8.6k | 53.05 |
|
| Walt Disney Company (DIS) | 0.1 | $454k | NEW | 4.1k | 111.34 |
|
| NiSource (NI) | 0.1 | $437k | NEW | 12k | 36.76 |
|
| Nrg Energy Com New (NRG) | 0.1 | $436k | +7% | 4.8k | 90.21 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $428k | NEW | 8.6k | 49.94 |
|
| International Business Machines (IBM) | 0.1 | $420k | NEW | 1.9k | 219.84 |
|
| Sofi Technologies (SOFI) | 0.1 | $412k | -43% | 27k | 15.40 |
|
| Qualcomm (QCOM) | 0.1 | $409k | NEW | 2.7k | 153.59 |
|
| Kkr & Co (KKR) | 0.1 | $404k | -5% | 2.7k | 147.92 |
|
| Coya Therapeutics Common Stock (COYA) | 0.1 | $401k | NEW | 70k | 5.73 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $400k | -59% | 823.00 | 485.89 |
|
| Pfizer (PFE) | 0.1 | $395k | NEW | 15k | 26.53 |
|
| Automatic Data Processing (ADP) | 0.1 | $395k | NEW | 1.3k | 292.62 |
|
| Pepsi (PEP) | 0.1 | $384k | NEW | 2.5k | 152.03 |
|
| McKesson Corporation (MCK) | 0.1 | $383k | +8% | 673.00 | 569.62 |
|
| C3 Ai Cl A (AI) | 0.1 | $382k | -7% | 11k | 34.43 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $381k | +3% | 5.5k | 69.45 |
|
| Servicenow (NOW) | 0.1 | $377k | +21% | 356.00 | 1060.12 |
|
| Reddit Cl A (RDDT) | 0.1 | $376k | +666% | 2.3k | 163.44 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $363k | NEW | 3.1k | 115.70 |
|
| Doximity Cl A (DOCS) | 0.1 | $362k | NEW | 6.8k | 53.39 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $362k | NEW | 1.5k | 235.27 |
|
| Metropcs Communications (TMUS) | 0.1 | $361k | NEW | 1.6k | 220.76 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $361k | NEW | 4.1k | 87.33 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $360k | NEW | 566.00 | 636.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $356k | -6% | 1.5k | 242.13 |
|
| Ford Motor Company (F) | 0.1 | $355k | NEW | 36k | 9.90 |
|
| Starbucks Corporation (SBUX) | 0.1 | $354k | NEW | 3.9k | 91.25 |
|
| Uber Technologies (UBER) | 0.1 | $349k | -72% | 5.8k | 60.32 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $348k | NEW | 1.8k | 195.83 |
|
| Dominion Resources (D) | 0.1 | $347k | +94% | 6.4k | 53.86 |
|
| Hess Midstream Cl A Shs (HESM) | 0.1 | $338k | NEW | 9.1k | 37.03 |
|
| Mongodb Cl A (MDB) | 0.1 | $337k | -6% | 1.4k | 232.81 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $336k | NEW | 14k | 24.92 |
|
| Applied Materials (AMAT) | 0.1 | $333k | NEW | 2.0k | 162.60 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $332k | 8.9k | 37.46 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $326k | NEW | 8.8k | 37.26 |
|
| Merck & Co (MRK) | 0.1 | $326k | -18% | 3.3k | 99.48 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $325k | NEW | 10k | 32.04 |
|
| Bank of America Corporation (BAC) | 0.1 | $325k | NEW | 7.4k | 43.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $315k | NEW | 12k | 27.32 |
|
| Zscaler Incorporated (ZS) | 0.1 | $314k | 1.7k | 180.41 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $302k | NEW | 1.8k | 169.34 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $301k | -5% | 2.2k | 137.55 |
|
| Marathon Digital Holdings In (MARA) | 0.1 | $300k | NEW | 18k | 16.77 |
|
| Axon Enterprise (AXON) | 0.1 | $294k | -9% | 494.00 | 594.32 |
|
| Blackrock (BLK) | 0.1 | $288k | NEW | 281.00 | 1025.40 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $286k | NEW | 609.00 | 469.57 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $284k | +7% | 1.3k | 224.38 |
|
| Ishares Tr Ultra Short-term (ICSH) | 0.1 | $284k | -14% | 5.6k | 50.43 |
|
| BP Sponsored Adr (BP) | 0.1 | $281k | NEW | 9.5k | 29.56 |
|
| Spdr Ser Tr Russell Yield (ONEY) | 0.1 | $279k | 2.6k | 108.86 |
|
|
| Ingersoll Rand (IR) | 0.1 | $272k | +5% | 3.0k | 90.46 |
|
| Cisco Systems (CSCO) | 0.1 | $265k | +4% | 4.5k | 59.20 |
|
| Vistra Energy (VST) | 0.1 | $264k | +41% | 1.9k | 137.87 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $262k | +8% | 5.2k | 50.37 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $254k | -32% | 4.3k | 59.73 |
|
| Simon Property (SPG) | 0.1 | $251k | NEW | 1.5k | 172.16 |
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $248k | +49% | 3.6k | 68.68 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.1 | $247k | +99% | 14k | 17.93 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $246k | 4.7k | 52.38 |
|
|
| Etf Opportunities Trust Rex Fang & Innov (FEPI) | 0.1 | $244k | -32% | 4.9k | 49.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $242k | 5.0k | 48.31 |
|
|
| Arbor Realty Trust (ABR) | 0.1 | $239k | -24% | 17k | 13.85 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $238k | NEW | 3.3k | 72.23 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $237k | -11% | 4.9k | 48.15 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $230k | NEW | 1.2k | 184.44 |
|
| Intuit (INTU) | 0.1 | $228k | NEW | 362.00 | 628.73 |
|
| Jefferies Finl Group (JEF) | 0.1 | $227k | 2.9k | 78.40 |
|
|
| Starwood Property Trust (STWD) | 0.1 | $227k | -13% | 12k | 18.95 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $225k | NEW | 1.1k | 197.46 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $221k | NEW | 2.0k | 110.53 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $221k | -12% | 1.7k | 131.75 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $220k | NEW | 1.4k | 159.53 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $219k | +6% | 4.3k | 51.44 |
|
| Spdr Ser Tr Russell Low Vol (ONEV) | 0.1 | $218k | 1.7k | 125.47 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $215k | +6% | 2.8k | 75.69 |
|
| Old Republic International Corporation (ORI) | 0.1 | $203k | NEW | 5.6k | 36.19 |
|
| Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.1 | $201k | 11k | 19.16 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $201k | -7% | 323.00 | 622.14 |
|
| Peabody Energy (BTU) | 0.1 | $201k | NEW | 9.6k | 20.94 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $200k | 3.5k | 56.77 |
|
|
| Nano Nuclear Energy (NNE) | 0.1 | $200k | NEW | 8.0k | 24.89 |
|
| Southern Company (SO) | 0.1 | $198k | NEW | 2.4k | 82.33 |
|
| Kraft Heinz (KHC) | 0.1 | $197k | NEW | 6.4k | 30.71 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $196k | +31% | 2.3k | 85.65 |
|
| Ge Aerospace Com New (GE) | 0.1 | $196k | NEW | 1.2k | 166.86 |
|
| Ecolab (ECL) | 0.1 | $196k | +7% | 835.00 | 234.18 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $193k | +785% | 4.5k | 43.38 |
|
| Danaher Corporation (DHR) | 0.0 | $193k | NEW | 840.00 | 229.46 |
|
| Cion Invt Corp (CION) | 0.0 | $191k | 17k | 11.40 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $190k | NEW | 6.2k | 30.48 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $185k | NEW | 20k | 9.33 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $182k | +5% | 518.00 | 351.95 |
|
| Republic Services (RSG) | 0.0 | $177k | NEW | 879.00 | 201.28 |
|
| Coherent Corp (COHR) | 0.0 | $176k | -2% | 1.9k | 94.73 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $175k | NEW | 8.3k | 21.23 |
|
| General Dynamics Corporation (GD) | 0.0 | $174k | NEW | 660.00 | 263.48 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $172k | 3.1k | 54.69 |
|
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $171k | -5% | 688.00 | 248.63 |
|
| Union Pacific Corporation (UNP) | 0.0 | $171k | NEW | 750.00 | 227.95 |
|
| Block Cl A (XYZ) | 0.0 | $168k | NEW | 2.0k | 84.99 |
|
| Clorox Company (CLX) | 0.0 | $163k | NEW | 1.0k | 162.38 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $161k | -12% | 3.4k | 48.16 |
|
| Ye Cl A (YELP) | 0.0 | $161k | NEW | 4.2k | 38.70 |
|
| Wabtec Corporation (WAB) | 0.0 | $160k | NEW | 842.00 | 189.67 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $157k | +44% | 631.00 | 248.30 |
|
| Constellation Energy (CEG) | 0.0 | $156k | +26% | 698.00 | 223.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $154k | NEW | 532.00 | 289.76 |
|
| Iron Mountain (IRM) | 0.0 | $154k | +5% | 1.5k | 105.11 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $153k | NEW | 3.4k | 45.07 |
|
| Maplebear (CART) | 0.0 | $151k | NEW | 3.7k | 41.42 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $151k | NEW | 1.3k | 115.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $148k | NEW | 1.6k | 95.01 |
|
| Ge Vernova (GEV) | 0.0 | $147k | +3% | 447.00 | 328.93 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $146k | +4% | 2.4k | 60.90 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $141k | NEW | 752.00 | 187.52 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $140k | NEW | 649.00 | 215.52 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $140k | 3.1k | 44.92 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $139k | -69% | 1.2k | 113.65 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $136k | NEW | 735.00 | 185.18 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $135k | -11% | 15k | 9.21 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $133k | NEW | 4.7k | 28.42 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $130k | 1.5k | 84.15 |
|
|
| eBay (EBAY) | 0.0 | $130k | NEW | 2.1k | 61.96 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $128k | -21% | 1.9k | 68.94 |
|
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 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
- 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