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
OTIS
Otis Worldwide Corp

Industrials
39
+ 16.67%
$90.77 - $104.01 $3.54K - $4.06K
273 $28K
JOBY
Joby Aviation, Inc.

Industrials
1.2K
New
$5.99 - $10.27 $7.19K - $12.3K
1.2K $7K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
127
+ 21.31%
$102.49 - $119.96 $13K - $15.2K
723 $75K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.12%
$65.37 - $77.96 $65.4 - $78
839 $61K
HUM
Humana Inc

Healthcare
26
New
$249.11 - $303.11 $6.48K - $7.88K
26 $6K
MET
Metlife Inc

Financial Services
81
+ 77.14%
$77.7 - $87.0 $6.29K - $7.05K
186 $14K
CINF
Cincinnati Financial Corp

Financial Services
38
+ 52.05%
$133.67 - $147.81 $5.08K - $5.62K
111 $16K
IP
International Paper CO

Consumer Cyclical
113
+ 47.08%
$49.38 - $60.09 $5.58K - $6.79K
353 $18K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
New
$402.49 - $513.76 $5.63K - $7.19K
14 $6K
RJF
Raymond James Financial Inc

Financial Services
50
New
$137.62 - $172.64 $6.88K - $8.63K
50 $6K
SCHW
Schwab Charles Corp

Financial Services
53
+ 40.77%
$71.24 - $83.64 $3.78K - $4.43K
183 $14K
LNT
Alliant Energy Corp

Utilities
7
+ 0.78%
$56.66 - $66.04 $397 - $462
908 $58K
FITB
Fifth Third Bancorp

Financial Services
146
New
$37.48 - $44.96 $5.47K - $6.56K
146 $5K
APD
Air Products & Chemicals, Inc.

Basic Materials
15
+ 107.14%
$283.24 - $338.07 $4.25K - $5.07K
29 $8K
TROW
Price T Rowe Group Inc

Financial Services
243
+ 27.87%
$91.57 - $116.93 $22.3K - $28.4K
1.12K $102K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
220
+ 11.58%
$21.6 - $23.19 $4.75K - $5.1K
2.12K $46K
AIG
American International Group, Inc.

Financial Services
1
+ 0.36%
$70.5 - $86.94 $70.5 - $86.9
278 $24K
CFG
Citizens Financial Group Inc

Financial Services
121
New
$39.73 - $48.36 $4.81K - $5.85K
121 $4K
IWS
Ishares Russell Midcap Value E

ETFs
39
New
$122.59 - $135.24 $4.78K - $5.27K
39 $4K
BEAM
Beam Therapeutics Inc.

Healthcare
200
New
$19.53 - $34.09 $3.91K - $6.82K
200 $3K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
1.5K
+ 100.0%
$7.17 - $12.89 $10.8K - $19.3K
3K $21K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
23
+ 0.82%
$38.99 - $40.37 $897 - $929
2.83K $113K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.56%
$92.12 - $108.98 $92.1 - $109
180 $19K
WAL
Western Alliance Bancorporation

Financial Services
51
New
$72.65 - $94.0 $3.71K - $4.79K
51 $3K
UNM
Unum Group

Financial Services
17
+ 34.0%
$71.8 - $83.34 $1.22K - $1.42K
67 $5K
TSCO
Tractor Supply CO

Consumer Cyclical
5
+ 0.45%
$51.66 - $57.94 $258 - $290
1.11K $60K
RGTI
Rigetti Computing, Inc.

Technology
300
New
$6.05 - $19.51 $1.82K - $5.85K
300 $2K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.19%
$58.01 - $64.46 $58 - $64.5
519 $32K
MDIV
First Trust Multi Asset Divers

ETFs
53
+ 1.16%
$16.02 - $16.68 $849 - $884
4.62K $75K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 666.67%
$18.53 - $29.07 $1.85K - $2.91K
115 $2K
DTE
Dte Energy CO

Utilities
1
+ 0.97%
$117.6 - $138.27 $118 - $138
104 $14K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2
+ 0.68%
$67.08 - $76.14 $134 - $152
296 $21K
SHEL
Shell PLC

Energy
1
+ 0.82%
$62.84 - $73.29 $62.8 - $73.3
123 $9K
EXC
Exelon Corp

Utilities
2
+ 0.85%
$37.3 - $46.08 $74.6 - $92.2
238 $10K
SYK
Stryker Corp

Healthcare
1
+ 0.69%
$355.18 - $399.9 $355 - $400
145 $53K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
68
+ 20.36%
$68.07 - $78.99 $4.63K - $5.37K
402 $27K
GRMN
Garmin LTD

Technology
1
+ 0.79%
$204.55 - $241.93 $205 - $242
127 $27K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8
+ 0.87%
$73.11 - $77.43 $585 - $619
927 $70K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
27
+ 0.87%
$21.73 - $23.02 $587 - $622
3.13K $70K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.41%
$110.86 - $121.12 $111 - $121
242 $29K
FNF
Fidelity National Financial, Inc.

Financial Services
18
+ 45.0%
$54.25 - $65.27 $977 - $1.17K
58 $3K
MNST
Monster Beverage Corp

Consumer Defensive
19
+ 158.33%
$46.16 - $58.58 $877 - $1.11K
31 $1K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1
+ 0.98%
$45.62 - $51.12 $45.6 - $51.1
103 $5K
KR
Kroger CO

Consumer Defensive
1
+ 0.81%
$58.36 - $67.72 $58.4 - $67.7
124 $8K
UAL
United Airlines Holdings, Inc.

Industrials
23
New
$69.05 - $110.52 $1.59K - $2.54K
23 $1K
VTR
Ventas, Inc.

Real Estate
1
+ 0.7%
$56.9 - $70.47 $56.9 - $70.5
143 $9K
LNG
Cheniere Energy, Inc.

Energy
7
New
$209.32 - $253.66 $1.47K - $1.78K
7 $1K
BB
Blackberry LTD

Technology
250
+ 7.04%
$3.68 - $6.07 $920 - $1.52K
3.8K $14K
IGLB
Ishares 10+ Year Investment Gr

ETFs
8
+ 0.87%
$48.32 - $51.22 $387 - $410
923 $46K
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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