Newbridge Financial Services Group, Inc. Purchases in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARKQ
Ark Autonomous Technology & Ro

ETFs
9.68K
New
$58.8 - $89.17 $569K - $863K
9.68K $863K
XLF
Financial Sector Spdr

ETFs
14.1K
+ 32.24%
$43.92 - $52.37 $620K - $740K
57.9K $3.03M
DBP
Invesco Db Precious Metals Fund

ETFs
11.3K
New
$66.62 - $77.53 $754K - $878K
11.3K $850K
GOEX
Global X Gold Explorers ETF

ETFs
18.4K
New
$33.88 - $48.42 $623K - $891K
18.4K $838K
LRGF
Ishares Tr

ETFs
12.8K
New
$51.37 - $64.13 $658K - $821K
12.8K $820K
TOST
Toast, Inc.

Technology
18.2K
+ 1585.04%
$30.03 - $45.23 $547K - $824K
19.4K $858K
COIN
Coinbase Global, Inc.

Technology
1.55K
+ 101.37%
$151.47 - $375.07 $235K - $582K
3.08K $1.08M
UTG
Reaves Utility Income Fund

Financial Services
22.3K
New
$29.08 - $36.18 $648K - $806K
22.3K $806K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.95K
+ 62.25%
$483.48 - $539.8 $941K - $1.05M
5.07K $2.46M
CW
Curtiss Wright Corp

Industrials
1.63K
New
$283.18 - $488.55 $463K - $798K
1.63K $798K
SPOT
Spotify Technology S.A.

Communication Services
800
+ 100.0%
$503.3 - $775.9 $403K - $621K
1.6K $1.23M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
18.6K
New
$36.45 - $42.47 $679K - $791K
18.6K $784K
ET
Energy Transfer LP

Energy
43.1K
+ 144.93%
$15.65 - $18.93 $674K - $816K
72.8K $1.32M
BA
Boeing CO

Industrials
2.92K
+ 79.12%
$136.59 - $217.51 $399K - $635K
6.61K $1.38M
DASH
Door Dash, Inc.

Communication Services
3.04K
+ 4678.46%
$163.16 - $246.51 $496K - $750K
3.11K $765K
PDI
Pimco Dynamic Income Fund

Financial Services
37.6K
New
$17.02 - $19.87 $640K - $747K
37.6K $713K
CNP
Centerpoint Energy Inc

Utilities
19.4K
New
$35.5 - $39.05 $688K - $757K
19.4K $712K
DE
Deere & CO

Industrials
1.39K
+ 3077.78%
$412.99 - $531.48 $572K - $736K
1.43K $727K
GLDX
Uscf ETF Tr Gold Strategy Plus
20.3K
New
$34.47 - $36.35 $699K - $737K
20.3K $705K
PFIX
Simplify ETF Simplify Int Rate

ETFs
13.3K
New
$45.32 - $62.42 $604K - $832K
13.3K $704K
CVX
Chevron Corp

Energy
5.8K
+ 106.11%
$133.73 - $168.51 $775K - $977K
11.3K $1.61M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
25.3K
New
$22.63 - $26.95 $572K - $681K
25.3K $681K
AM
Antero Midstream Corp

Energy
33.8K
+ 29625.44%
$15.88 - $18.99 $536K - $641K
33.9K $642K
FAST
Fastenal CO

Industrials
15.5K
+ 2708.9%
$40.65 - $83.16 $631K - $1.29M
16.1K $675K
DIS
Walt Disney CO

Communication Services
4.19K
+ 96.61%
$81.72 - $124.01 $342K - $519K
8.52K $1.06M
ENFR
Alerian Energy Infrastructure

ETFs
19.4K
New
$28.49 - $33.44 $552K - $648K
19.4K $625K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
39.7K
New
$12.25 - $15.47 $486K - $614K
39.7K $613K
MCK
Mckesson Corp

Healthcare
771
+ 113.38%
$652.83 - $732.78 $503K - $565K
1.45K $1.06M
HOOD
Robinhood Markets, Inc.

Technology
6.3K
+ 2520.0%
$34.17 - $93.63 $215K - $590K
6.55K $613K
XLV
Select Sector Spdr Fund Health

ETFs
4.53K
+ 234.16%
$128.77 - $144.3 $583K - $654K
6.47K $871K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12K
+ 880.77%
$45.07 - $52.57 $543K - $633K
13.4K $655K
CRM
Salesforce, Inc.

Technology
1.81K
+ 8.95%
$236.26 - $291.15 $427K - $526K
22K $6M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
10.7K
New
$47.97 - $54.0 $515K - $579K
10.7K $578K
TDF
Templeton Dragon Fund Inc

Financial Services
57.6K
New
$8.21 - $10.09 $473K - $582K
57.6K $575K
ENB
Enbridge Inc

Energy
12.6K
+ 3988.01%
$41.09 - $47.16 $519K - $596K
13K $587K
ROL
Rollins Inc

Consumer Cyclical
9.94K
+ 4057.55%
$50.65 - $58.58 $504K - $582K
10.2K $574K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
35.5K
New
$13.57 - $16.83 $482K - $598K
35.5K $554K
NSSC
Napco Security Technologies, Inc

Industrials
18.5K
+ 3635.17%
$19.82 - $29.82 $367K - $552K
19K $564K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
5.7K
+ 931.37%
$81.84 - $93.53 $466K - $533K
6.31K $585K
MARA
Marathon Digital Holdings, Inc.

Financial Services
23K
+ 92.31%
N/A
47.9K $1.08M
AEM
Agnico Eagle Mines LTD

Basic Materials
4.17K
+ 343.36%
$99.48 - $124.46 $414K - $518K
5.38K $639K
NTES
Net Ease, Inc.

Communication Services
3.78K
New
$91.37 - $134.58 $345K - $509K
3.78K $508K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
17.3K
New
$19.5 - $30.4 $336K - $525K
17.3K $505K
FTNT
Fortinet, Inc.

Technology
4.39K
+ 334.89%
$84.71 - $108.69 $372K - $477K
5.7K $602K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
37.7K
New
$10.82 - $12.71 $407K - $479K
37.7K $468K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.39K
New
$73.0 - $85.5 $394K - $461K
5.39K $453K
VPU
Vanguard Utilities ETF

ETFs
2.56K
+ 4063.49%
$158.36 - $178.82 $405K - $458K
2.62K $462K
QDIV
Global X Funds S&P 500 Quality

ETFs
13.3K
New
$30.56 - $35.14 $407K - $468K
13.3K $451K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.46K
+ 7313.11%
$90.85 - $102.31 $405K - $456K
4.52K $455K
Activity Summary
Buys All Purchases 685 New Holdings 348 Increased Positions 337 Sells All Sells 210 Reductions 209 Sold out 1 Options Calls 0 Puts 0
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