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
AXP
American Express CO

Financial Services
262
+ 10.7%
$231.39 - $318.98 $60.6K - $83.6K
2.71K $864K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.91K
New
$50.1 - $51.02 $196K - $199K
3.91K $199K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.54K
+ 513.35%
$40.82 - $43.14 $185K - $196K
5.42K $233K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3.84K
New
$49.79 - $50.59 $191K - $194K
3.84K $194K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.96K
New
$47.89 - $48.65 $189K - $192K
3.96K $192K
NEAR
Blackrock Short Maturity Bond

ETFs
3.75K
New
$50.41 - $51.17 $189K - $192K
3.75K $191K
PFN
Pimco Income Strategy Fund Ii

Financial Services
25.7K
New
$6.87 - $7.56 $177K - $194K
25.7K $190K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
14.6K
New
$10.48 - $12.62 $153K - $184K
14.6K $183K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
7.3K
New
$20.31 - $24.1 $148K - $176K
7.3K $175K
WMB
Williams Companies, Inc.

Energy
2.75K
+ 1553.11%
$54.33 - $62.87 $149K - $173K
2.93K $183K
ALGM
Allegro Microsystems, Inc.

Technology
5K
New
$16.53 - $34.19 $82.7K - $171K
5K $170K
ETR
Entergy Corp

Utilities
2.01K
+ 232.45%
$79.01 - $86.61 $159K - $174K
2.88K $239K
AXON
Axon Enterprise, Inc.

Industrials
14
+ 2.83%
$497.13 - $827.94 $6.96K - $11.6K
508 $420K
JCI
Johnson Controls International PLC

Industrials
1.07K
+ 62.01%
$71.14 - $105.62 $76K - $113K
2.79K $294K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
5.97K
New
$17.61 - $24.82 $105K - $148K
5.97K $148K
ACN
Accenture PLC

Technology
506
+ 158.13%
$279.23 - $323.21 $141K - $164K
826 $246K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
7.38K
New
$17.61 - $19.8 $130K - $146K
7.38K $146K
JBL
Jabil Inc

Technology
650
New
$116.88 - $218.1 $76K - $142K
650 $141K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
15.7K
New
$7.19 - $8.75 $113K - $137K
15.7K $137K
PFE
Pfizer Inc

Healthcare
6.17K
+ 42.77%
$21.59 - $24.84 $133K - $153K
20.6K $499K
VKTX
Viking Therapeutics, Inc.

Healthcare
5K
New
$19.98 - $29.49 $99.9K - $147K
5K $132K
MSCI
Msci Inc.

Financial Services
230
New
$506.56 - $576.74 $117K - $133K
230 $132K
CTVA
Corteva, Inc.

Basic Materials
1.75K
New
$55.52 - $74.53 $97K - $130K
1.75K $130K
ZTS
Zoetis Inc.

Healthcare
828
+ 844.9%
$144.41 - $170.3 $120K - $141K
926 $144K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.34K
+ 3593.85%
$87.84 - $1441.89 $205K - $3.37M
2.4K $216K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
5.94K
New
$16.12 - $20.75 $95.7K - $123K
5.94K $123K
ADBE
Adobe Inc.

Technology
307
+ 29.49%
$340.0 - $420.68 $104K - $129K
1.35K $521K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
4.55K
New
$20.94 - $26.47 $95.2K - $120K
4.55K $120K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.24K
+ 287.04%
$70.56 - $92.75 $87.5K - $115K
1.67K $150K
SKYY
First Trust Cloud Computing Et

ETFs
911
+ 279.45%
$89.46 - $121.64 $81.5K - $111K
1.24K $150K
XPND
First Tr Exchange Traded Fd Vi
3.48K
New
$25.1 - $33.68 $87.4K - $117K
3.48K $117K
ISHP
First Trust ETF Vi First Tr S

ETFs
2.77K
New
$31.45 - $39.55 $87K - $109K
2.77K $109K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
8.98K
New
$10.7 - $12.22 $96.1K - $110K
8.98K $108K
PPA
Invesco Exchange Traded Fd Tr

ETFs
650
+ 102.04%
$105.2 - $141.69 $68.4K - $92.1K
1.29K $182K
ETN
Eaton Corp PLC

Industrials
266
+ 194.16%
$246.52 - $356.99 $65.6K - $95K
403 $143K
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.45K
New
$37.86 - $43.29 $92.6K - $106K
2.45K $103K
FDNI
First Tr ETF Ii Dow Jones

ETFs
3.04K
New
$26.2 - $33.82 $79.5K - $103K
3.04K $102K
CHW
Calamos Global Dynamic Income Fund

Financial Services
13.9K
New
$5.59 - $7.13 $77.8K - $99.3K
13.9K $99K
WDAY
Workday, Inc.

Technology
410
New
$210.47 - $274.71 $86.3K - $113K
410 $98K
SOUN
Soundhound Ai, Inc.

Technology
1.85K
+ 6.34%
$7.18 - $11.76 $13.3K - $21.8K
31.1K $333K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
955
New
$100.04 - $100.54 $95.5K - $96K
955 $96K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 8.46%
$456.74 - $568.03 $34.7K - $43.2K
974 $553K
WFC
Wells Fargo & Company

Financial Services
1.12K
+ 496.0%
$60.98 - $80.12 $68.1K - $89.4K
1.34K $107K
IONQ
Ion Q, Inc.

Technology
855
+ 34.34%
$20.68 - $48.04 $17.7K - $41.1K
3.35K $143K
KO
Coca Cola CO

Consumer Defensive
1.69K
+ 4.68%
$68.37 - $73.9 $116K - $125K
37.9K $2.68M
HON
Honeywell International Inc

Industrials
350
+ 128.68%
$182.86 - $232.88 $64K - $81.5K
622 $144K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
7.83K
New
$9.86 - $10.92 $77.2K - $85.5K
7.83K $85K
PM
Philip Morris International Inc.

Consumer Defensive
38
+ 1.16%
$149.23 - $184.95 $5.67K - $7.03K
3.31K $603K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10K
New
$6.66 - $8.12 $66.6K - $81.2K
10K $81K
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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