Newbridge Financial Services Group, Inc. Portfolio Holdings

Newbridge Financial Services Group, Inc.

  • $617 Million
  • Q3 2025

Newbridge Financial Services Group, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $617 Million distributed in 1288 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $49.5M, Apple Inc. with a value of $21.3M, Amazon Com Inc with a value of $18.7M, Microsoft Corp with a value of $18M, and Meta Platforms, Inc. with a value of $17.5M.

Examining the 13F form we can see an increase of $42M in the current position value, from $575M to 617M. Also it can be appreciated an additional of 93 stocks purchases and 2 closed positions.

Below you can find more details about Newbridge Financial Services Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $617 Million
Technology: $207 Million
ETFs: $180 Million
Communication Services: $54.4 Million
Financial Services: $47.8 Million
Consumer Cyclical: $40.3 Million
Industrials: $21.5 Million
Consumer Defensive: $20 Million
Healthcare: $19.3 Million
Other: $25.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466B
$49.5 Million 8.02% of portfolio
265,295
Q3 2025 Reduced 2.07%
$4.39T
$21.3 Million 3.45% of portfolio
83,611
Q3 2025 Added 5.39%
$2.42T
$18.7 Million 3.02% of portfolio
84,941
Q3 2025 Added 2.45%
$3.75T
$18 Million 2.92% of portfolio
34,839
Q3 2025 Added 2.72%
$1.41T
$17.5 Million 2.84% of portfolio
23,868
Q3 2025 Added 30.3%
$338B
$17.4 Million 2.83% of portfolio
95,649
Q3 2025 Reduced 15.51%
$138B
$15.4 Million 2.49% of portfolio
46,655
Q3 2025 Added 6.38%
$0
$14.7 Million 2.39% of portfolio
45,182
Q3 2025 Added 1.3%
$0
$14.1 Million 2.29% of portfolio
23,530
Q3 2025 Added 0.1%
$1.7T
$13.8 Million 2.23% of portfolio
56,500
Q3 2025 Added 37.58%
$114B
$13.5 Million 2.19% of portfolio
27,589
Q3 2025 Added 1.07%
$1.27T
$10.7 Million 1.73% of portfolio
24,072
Q3 2025 Reduced 23.4%
$0
$10.2 Million 1.66% of portfolio
15,270
Q3 2025 Added 3.18%
$587B
$10.1 Million 1.64% of portfolio
35,995
Q3 2025 Added 1.28%
$0
$9.69 Million 1.57% of portfolio
34,386
Q3 2025 Added 4.5%
$0
$9.23 Million 1.5% of portfolio
89,476
Q3 2025 Added 4.8%
$0
$8.49 Million 1.38% of portfolio
17,712
Q3 2025 Added 1.76%
$972B
$7.9 Million 1.28% of portfolio
10,355
Q3 2025 Added 48.97%
$0
$7.8 Million 1.26% of portfolio
26,212
Q3 2025 Added 3.64%
$0
$7.67 Million 1.24% of portfolio
26,109
Q3 2025 Added 5.81%
$514B
$7.06 Million 1.14% of portfolio
5,887
Q3 2025 Added 4.6%
$0
$6.94 Million 1.12% of portfolio
120,644
Q3 2025 Reduced 7.3%
$0
$6.82 Million 1.1% of portfolio
56,797
Q3 2025 Reduced 1.41%
$0
$5.79 Million 0.94% of portfolio
147,391
Q3 2025 Reduced 15.67%
$104B
$5.75 Million 0.93% of portfolio
87,102
Q3 2025 Added 17.51%
$0
$5.57 Million 0.9% of portfolio
327,275
Q3 2025 Reduced 13.75%
$82.2B
$5.53 Million 0.9% of portfolio
24,500
Q3 2025 Added 21.64%
$172B
$5.41 Million 0.88% of portfolio
5,876
Q3 2025 Added 53.86%
$400B
$5.02 Million 0.81% of portfolio
31,032
Q3 2025 Added 5.43%
$278B
$5.03 Million 0.81% of portfolio
48,786
Q3 2025 Reduced 13.16%
$240B
$4.69 Million 0.76% of portfolio
19,779
Q3 2025 Reduced 10.05%
$74.6B
$4.38 Million 0.71% of portfolio
52,053
Q3 2025 Added 7.35%
$60.4B
$4.24 Million 0.69% of portfolio
19,762
Q3 2025 Added 16.82%
$94.3B
$3.94 Million 0.64% of portfolio
25,402
Q3 2025 Reduced 2.7%
$332B
$3.9 Million 0.63% of portfolio
12,956
Q3 2025 Added 9.84%
$0
$3.83 Million 0.62% of portfolio
67,080
Q3 2025 Reduced 7.23%
$409B
$3.63 Million 0.59% of portfolio
3,925
Q3 2025 Reduced 41.32%
$182B
$3.62 Million 0.59% of portfolio
36,946
Q3 2025 Added 108.32%
$0
$3.32 Million 0.54% of portfolio
7,085
Q3 2025 Reduced 1.35%
$1.74T
$3.27 Million 0.53% of portfolio
13,441
Q3 2025 Reduced 3.0%
$377B
$3.24 Million 0.53% of portfolio
8,005
Q3 2025 Reduced 4.26%
$0
$3.29 Million 0.53% of portfolio
64,947
Q3 2025 Reduced 82.07%
$647B
$3.23 Million 0.52% of portfolio
6,432
Q3 2025 Added 26.81%
$89.8B
$3.13 Million 0.51% of portfolio
28,684
Q3 2025 Added 159,255.56%
$83.2B
$3.06 Million 0.5% of portfolio
14,413
Q3 2025 Added 3,567.43%
$1.95B
$2.98 Million 0.48% of portfolio
9,248
Q3 2025 Added 1,096.38%
$273B
$2.85 Million 0.46% of portfolio
10,093
Q3 2025 Added 262.41%
$0
$2.75 Million 0.45% of portfolio
66,605
Q3 2025 Reduced 2.62%
$318B
$2.8 Million 0.45% of portfolio
40,966
Q3 2025 Added 56.12%

Summary

  • Portfolio
  • No. of Stocks 1,288
  • Current Value $617 Million
  • Prior Value $575 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 93 stocks
  • Additional Purchases 312 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 311 stocks
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