Newbridge Financial Services Group, Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $224 Million distributed in 1178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.4M, Amazon Com Inc with a value of $11M, Apple Inc. with a value of $10.7M, Microsoft Corp with a value of $9.63M, and Advanced Micro Devices Inc with a value of $4.48M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $201M to 224M.

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

Portfolio value $224 Million
Technology: $69.7 Million
ETFs: $61.1 Million
Consumer Cyclical: $24 Million
Healthcare: $13.8 Million
Communication Services: $11.3 Million
Financial Services: $10 Million
Energy: $8.16 Million
Consumer Defensive: $7.89 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,178
  • Current Value $224 Million
  • Prior Value $201 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 231 stocks
  • Additional Purchases 235 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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