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Series Portfolios Tr shares owned by Newbridge Financial Services Group

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Newbridge Financial Services Group from 13F filings

Historical chart of Newbridge Financial Services Group investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Newbridge Financial Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Newbridge Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $746k 28k 26.82
2025-06-30 $488k 18k 26.74
2025-03-31 $214k 8.0k 26.57

More positions owned by Newbridge Financial Services Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Crowdstrike Hldgs Cl A (CRWD)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
Oracle Corporation (ORCL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Newbridge Financial Services Group

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Goldman Sachs Group
Kovitz Investment Group Partners
Guardian Financial Partners
Black Swift Group
Wright Fund Managment
Brookstone Capital Management
Ball & Co Wealth Management
State of New Jersey Common Pension Fund D
Gradient Investments
Kestra Advisory Services
Bienville Capital Management
Carmel Capital Partners
Stifel Financial

View all funds holding Series Portfolios Tr