Newbridge Financial Services Group, Inc. Purchases in Q1 2025

Newbridge Financial Services Group, Inc.

  • $391 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XYLD
Global X Fds S&P 500 Covered C

ETFs
65.8K
+ 42.19%
$39.02 - $42.89 $2.57M - $2.82M
222K $8.75M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
51.3K
+ 50.07%
$51.45 - $58.51 $2.64M - $3M
154K $7.96M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
159K
+ 42.29%
$16.57 - $18.85 $2.63M - $2.99M
533K $8.87M
META
Meta Platforms, Inc.

Communication Services
3.74K
+ 27.65%
$576.36 - $736.67 $2.15M - $2.75M
17.3K $9.94M
XLK
Technology Sector Spdr

ETFs
11.1K
+ 77.84%
$206.38 - $242.18 $2.3M - $2.7M
25.4K $5.25M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.63K
+ 21.79%
$308.86 - $455.36 $1.43M - $2.11M
25.9K $9.13M
T
At&T Inc.

Communication Services
42.8K
+ 37.48%
$21.56 - $28.28 $922K - $1.21M
157K $4.44M
ORCL
Oracle Corp

Technology
15.6K
+ 118.71%
$139.81 - $186.47 $2.18M - $2.91M
28.8K $4.02M
GE
General Electric CO

Industrials
8.23K
+ 701.96%
$168.59 - $212.13 $1.39M - $1.75M
9.41K $1.88M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.81K
+ 48.18%
$237.72 - $276.98 $1.62M - $1.89M
21K $5.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.67K
+ 30.0%
$468.34 - $539.52 $2.19M - $2.52M
20.2K $9.49M
NFLX
Netflix Inc

Communication Services
1.51K
+ 68.33%
$828.4 - $1058.6 $1.25M - $1.6M
3.72K $3.46M
KMI
Kinder Morgan, Inc.

Energy
45.9K
+ 64.12%
$26.1 - $31.22 $1.2M - $1.43M
117K $3.35M
IVV
Ishares Core S&P 500 ETF

ETFs
2.93K
+ 28.96%
$554.06 - $615.85 $1.62M - $1.8M
13K $7.33M
VT
Vanguard Total World Stk Index

ETFs
11.8K
New
$115.08 - $123.97 $1.36M - $1.46M
11.8K $1.37M
UBER
Uber Technologies, Inc

Technology
15.2K
+ 261.64%
$63.17 - $81.49 $957K - $1.24M
21K $1.53M
NOW
Service Now, Inc.

Technology
1.58K
+ 443.82%
$783.83 - $1170.39 $1.24M - $1.85M
1.94K $1.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.5K
+ 432.69%
$50.39 - $50.66 $1.13M - $1.14M
27.7K $1.4M
VRSK
Verisk Analytics, Inc.

Industrials
3.83K
+ 10071.05%
$268.63 - $301.33 $1.03M - $1.15M
3.87K $1.15M
IXN
Ishares Global Information Tec

ETFs
19.4K
+ 36.17%
$75.73 - $88.4 $1.47M - $1.72M
73.1K $5.53M
EBAY
Ebay Inc

Consumer Cyclical
14.3K
+ 683.19%
$61.61 - $70.93 $881K - $1.01M
16.4K $1.11M
LLY
Eli Lilly & CO

Healthcare
837
+ 15.76%
$725.72 - $929.72 $607K - $778K
6.15K $5.08M
VDC
Vanguard Consumer Staples ETF

ETFs
4.43K
+ 5683.33%
$206.54 - $226.16 $916K - $1M
4.51K $987K
SNOW
Snowflake Inc.

Technology
6.84K
+ 160.98%
$146.16 - $192.78 $1M - $1.32M
11.1K $1.62M
KO
Coca Cola CO

Consumer Defensive
9.47K
+ 35.47%
$60.81 - $72.32 $576K - $685K
36.2K $2.59M
VUG
Vanguard Growth ETF

ETFs
3.71K
+ 30.85%
$369.1 - $427.61 $1.37M - $1.59M
15.7K $5.83M
PLTR
Palantir Technologies Inc.

Technology
1.99K
+ 2.47%
$64.98 - $124.62 $129K - $248K
82.7K $6.98M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 26.89%
$84.5 - $105.05 $914K - $1.14M
51.1K $4.48M
IOO
Ishares Tr Global 100 ETF

ETFs
10.4K
+ 24.08%
$96.2 - $105.12 $999K - $1.09M
53.5K $5.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
+ 62.56%
$442.66 - $534.52 $533K - $643K
3.13K $1.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
+ 2905.66%
$57.21 - $65.8 $705K - $811K
12.7K $743K
SBUX
Starbucks Corp

Consumer Cyclical
6.39K
+ 164.5%
$91.75 - $115.81 $586K - $740K
10.3K $1.01M
TW
Tradeweb Markets Inc.

Financial Services
3.89K
New
$123.42 - $148.46 $480K - $578K
3.89K $577K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.23K
+ 23.3%
$211.47 - $267.17 $1.53M - $1.93M
38.3K $8.09M
HLI
Houlihan Lokey, Inc.

Financial Services
3.42K
New
$154.43 - $187.4 $528K - $640K
3.42K $551K
TWLO
Twilio Inc

Communication Services
5.59K
+ 1531.78%
$94.9 - $148.35 $531K - $829K
5.96K $583K
MRVL
Marvell Technology, Inc.

Technology
13.5K
+ 224.88%
$61.57 - $126.06 $831K - $1.7M
19.5K $1.2M
MMM
3 M CO

Industrials
2.87K
+ 528.6%
$129.7 - $155.12 $372K - $444K
3.41K $500K
HD
Home Depot, Inc.

Consumer Cyclical
1.65K
+ 21.26%
$347.25 - $424.87 $572K - $700K
9.4K $3.44M
VST
Vistra Corp.

Utilities
3.99K
+ 208.15%
$108.49 - $191.89 $432K - $765K
5.9K $693K
NI
Nisource Inc.

Utilities
9.03K
+ 76.02%
$35.57 - $41.23 $321K - $372K
20.9K $838K
NET
Cloudflare, Inc.

Technology
2.79K
+ 42.5%
$110.71 - $176.5 $309K - $492K
9.35K $1.05M
PFFA
Etfis Ser Tr I

ETFs
17.8K
+ 23.9%
$21.21 - $22.3 $377K - $396K
92.1K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
1.67K
+ 20.84%
$158.56 - $176.26 $265K - $294K
9.69K $1.65M
SHOP
Shopify Inc.

Technology
3.58K
+ 56.74%
$90.59 - $129.31 $324K - $462K
9.88K $943K
KMB
Kimberly Clark Corp

Consumer Defensive
1.82K
+ 980.65%
$124.46 - $147.4 $227K - $269K
2.01K $285K
CVX
Chevron Corp

Energy
961
+ 21.35%
$146.71 - $167.97 $141K - $161K
5.46K $913K
COST
Costco Wholesale Corp

Consumer Defensive
135
+ 3.18%
$890.62 - $1076.86 $120K - $145K
4.38K $4.14M
PGR
Progressive Corp

Financial Services
817
+ 225.69%
$235.61 - $291.22 $192K - $238K
1.18K $333K
Activity Summary
Buys All Purchases 299 New Holdings 53 Increased Positions 246 Sells All Sells 300 Reductions 298 Sold out 2 Options Calls 0 Puts 0
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