Newbridge Financial Services Group

Latest statistics and disclosures from Newbridge Financial Services Group's latest quarterly 13F-HR filing:

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Positions held by Newbridge Financial Services Group consolidated in one spreadsheet with up to 7 years of data

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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.

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

SEC 13F filings are viewable for Newbridge Financial Services Group going back to 2021

View all past filings