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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
465
New
$77.94 - $79.5 $36.2K - $37K
465 $36K
VVR
Invesco Senior Income Trust

Financial Services
9.4K
New
$3.31 - $3.8 $31.1K - $35.7K
9.4K $35K
DXC
Dxc Technology CO

Technology
2.4K
+ 143.28%
$14.03 - $17.63 $33.7K - $42.3K
4.08K $62K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
684
+ 206.65%
$49.98 - $50.26 $34.2K - $34.4K
1.02K $50K
HQH
Tekla Healthcare Investors

Financial Services
2.17K
New
$14.14 - $16.32 $30.7K - $35.4K
2.17K $33K
EHC
Encompass Health Corp

Healthcare
225
+ 112.5%
$96.12 - $122.63 $21.6K - $27.6K
425 $52K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.36K
New
$11.53 - $13.87 $27.2K - $32.8K
2.36K $32K
HALO
Halozyme Therapeutics, Inc.

Healthcare
621
New
$47.91 - $70.14 $29.8K - $43.6K
621 $32K
THW
Tekla World Healthcare Fund

Financial Services
3.05K
New
$10.05 - $11.31 $30.7K - $34.5K
3.05K $31K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.89K
New
$9.73 - $11.03 $28.1K - $31.9K
2.89K $31K
CMCSA
Comcast Corp

Communication Services
867
New
$32.84 - $36.72 $28.5K - $31.8K
867 $30K
XOM
Exxon Mobil Corp

Energy
1.97K
+ 11.95%
$99.93 - $119.04 $197K - $234K
18.4K $1.99M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
177
New
$144.63 - $179.53 $25.6K - $31.8K
177 $29K
MEAR
Blackrock Short Maturity Munic

ETFs
577
New
$49.74 - $50.27 $28.7K - $29K
577 $29K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.09K
New
$26.41 - $26.76 $28.8K - $29.1K
1.09K $29K
RACE
Ferrari N.V.

Consumer Cyclical
60
New
$397.86 - $499.02 $23.9K - $29.9K
60 $29K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
579
New
$49.18 - $50.17 $28.5K - $29K
579 $29K
GWRE
Guidewire Software, Inc.

Technology
127
New
$172.73 - $257.37 $21.9K - $32.7K
127 $29K
HMC
Honda Motor CO LTD

Consumer Cyclical
1K
New
$25.0 - $30.93 $25K - $30.9K
1K $28K
RVT
Royce Value Trust, Inc.

Financial Services
1.87K
New
$12.5 - $15.21 $23.4K - $28.5K
1.87K $28K
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.7K
New
$6.44 - $7.75 $23.8K - $28.7K
3.7K $28K
VTV
Vanguard Value ETF

ETFs
120
+ 7.33%
$153.67 - $176.74 $18.4K - $21.2K
1.76K $310K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.44K
New
$20.01 - $20.15 $28.7K - $28.9K
1.44K $28K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
1.2K
New
$17.41 - $22.89 $20.9K - $27.5K
1.2K $27K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
487
+ 1217.5%
$47.46 - $55.3 $23.1K - $26.9K
527 $29K
ICHR
Ichor Holdings, Ltd.

Technology
1.38K
New
$15.78 - $22.61 $21.7K - $31.1K
1.38K $27K
UTI
Universal Technical Institute Inc

Consumer Defensive
800
New
$25.25 - $35.9 $20.2K - $28.7K
800 $27K
MNST
Monster Beverage Corp

Consumer Defensive
415
+ 1338.71%
$55.01 - $64.24 $22.8K - $26.7K
446 $27K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
10K
New
$2.29 - $2.6 $22.9K - $26K
10K $26K
ANIP
Ani Pharmaceuticals Inc

Healthcare
400
+ 200.0%
$57.79 - $72.95 $23.1K - $29.2K
600 $39K
HAL
Halliburton CO

Energy
1.25K
New
$19.26 - $25.7 $24.1K - $32.1K
1.25K $25K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
1.76K
New
$12.03 - $14.44 $21.2K - $25.4K
1.76K $25K
GRMN
Garmin LTD

Technology
123
+ 96.85%
$173.63 - $218.07 $21.4K - $26.8K
250 $52K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
423
+ 1566.67%
$59.8 - $60.07 $25.3K - $25.4K
450 $26K
MCO
Moodys Corp

Financial Services
50
New
$396.7 - $501.59 $19.8K - $25.1K
50 $25K
LRN
Stride, Inc.

Consumer Defensive
171
New
$124.45 - $160.72 $21.3K - $27.5K
171 $24K
NVT
N Vent Electric PLC

Industrials
329
New
$45.2 - $73.35 $14.9K - $24.1K
329 $24K
DX
Dynex Capital Inc

Real Estate
2K
New
$11.13 - $12.99 $22.3K - $26K
2K $24K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.87K
New
$7.05 - $8.02 $20.2K - $23K
2.87K $23K
PYPL
Pay Pal Holdings, Inc.

Financial Services
250
+ 56.95%
$57.41 - $74.81 $14.4K - $18.7K
689 $51K
TTD
Trade Desk, Inc.

Technology
161
+ 24.03%
$45.27 - $79.4 $7.29K - $12.8K
831 $59K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2K
New
$10.51 - $11.34 $21K - $22.7K
2K $22K
MP
Mp Materials Corp.

Basic Materials
400
+ 40.0%
$18.77 - $37.74 $7.51K - $15.1K
1.4K $46K
NKE
Nike, Inc.

Consumer Cyclical
186
+ 16.06%
$53.27 - $72.04 $9.91K - $13.4K
1.34K $95K
IBKR
Interactive Brokers Group, Inc.

Financial Services
401
New
$50.53 - $212.53 $20.3K - $85.2K
401 $22K
HP
Helmerich & Payne, Inc.

Energy
1.5K
New
$15.16 - $26.78 $22.7K - $40.2K
1.5K $22K
INTC
Intel Corp

Technology
995
+ 17.13%
$18.13 - $22.69 $18K - $22.6K
6.8K $152K
JPIE
J P Morgan Exchange Traded Fd
452
+ 43.88%
$45.12 - $46.32 $20.4K - $20.9K
1.48K $68K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
688
+ 19.63%
$27.29 - $29.28 $18.8K - $20.1K
4.19K $122K
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
Track This Portfolio

Track Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email