Newbridge Financial Services Group, Inc. Incresed Positions in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
81
+ 9.61%
$140.37 - $171.44 $11.4K - $13.9K
924 $148K
BNDX
Vanguard Total International B

ETFs
137
+ 14.3%
$48.77 - $49.55 $6.68K - $6.79K
1.1K $54K
IIPR
Innovative Industrial Properties Inc

Real Estate
100
+ 11.81%
$48.03 - $58.9 $4.8K - $5.89K
947 $52K
S
Sentinel One, Inc.

Technology
400
+ 40.0%
$16.17 - $20.34 $6.47K - $8.14K
1.4K $25K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.47%
$136.11 - $177.69 $136 - $178
213 $37K
TD
Toronto Dominion Bank

Financial Services
66
+ 40.24%
$55.71 - $73.45 $3.68K - $4.85K
230 $16K
GLSI
Greenwich Life Sciences, Inc.

Healthcare
800
+ 61.54%
$8.76 - $10.44 $7.01K - $8.35K
2.1K $19K
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 2.2%
N/A
1.72K $312K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
82
+ 164.0%
$58.52 - $71.7 $4.8K - $5.88K
132 $9K
STWD
Starwood Property Trust, Inc.

Real Estate
270
+ 81.82%
$17.28 - $20.41 $4.67K - $5.51K
600 $12K
IRM
Iron Mountain Inc

Real Estate
15
+ 5.68%
$76.93 - $105.25 $1.15K - $1.58K
279 $28K
NVS
Novartis Ag

Healthcare
42
+ 161.54%
$101.96 - $121.01 $4.28K - $5.08K
68 $8K
GM
General Motors CO

Consumer Cyclical
1
+ 0.05%
$42.48 - $50.46 $42.5 - $50.5
2.16K $106K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.23%
$166.82 - $194.23 $334 - $388
863 $167K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 8.77%
$451.58 - $565.94 $2.26K - $2.83K
62 $33K
MS
Morgan Stanley

Financial Services
14
+ 15.73%
$99.83 - $140.86 $1.4K - $1.97K
103 $14K
DMLP
Dorchester Minerals, L.P.

Energy
250
+ 25.0%
$26.77 - $30.37 $6.69K - $7.59K
1.25K $34K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.77%
$55.54 - $69.09 $222 - $276
523 $36K
DD
Du Pont De Nemours, Inc.

Basic Materials
66
+ 115.79%
$55.13 - $75.25 $3.64K - $4.97K
123 $8K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
54
+ 5.83%
$72.12 - $76.23 $3.89K - $4.12K
981 $74K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
110
+ 45.83%
$38.81 - $44.28 $4.27K - $4.87K
350 $14K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.26%
$151.62 - $183.47 $152 - $183
380 $69K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 1.35%
$65.84 - $80.81 $263 - $323
300 $24K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.45%
$86.93 - $109.64 $86.9 - $110
221 $24K
LUV
Southwest Airlines CO

Industrials
80
+ 320.0%
$24.04 - $34.36 $1.92K - $2.75K
105 $3K
VTRS
Viatris Inc

Healthcare
273
+ 257.55%
$7.26 - $9.12 $1.98K - $2.49K
379 $3K
OHI
Omega Healthcare Investors Inc

Real Estate
114
+ 22.8%
$35.55 - $39.05 $4.05K - $4.45K
614 $22K
BOTZ
Global X Fds

ETFs
49
+ 12.25%
$24.51 - $32.65 $1.2K - $1.6K
449 $14K
EFG
Msci Eafe Growth ETF

ETFs
30
+ 272.73%
$89.8 - $112.0 $2.69K - $3.36K
41 $4K
CVS
Cvs Health Corp

Healthcare
11
+ 0.63%
$60.04 - $70.18 $660 - $772
1.75K $120K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.6%
$206.34 - $257.46 $206 - $257
167 $42K
OTIS
Otis Worldwide Corp

Industrials
38
+ 13.92%
$90.88 - $104.3 $3.45K - $3.96K
311 $30K
MBB
Ishares Tr

ETFs
20
+ 45.45%
$91.41 - $94.22 $1.83K - $1.88K
64 $6K
MLSS
Milestone Scientific Inc.

Healthcare
7.5K
+ 83.33%
$0.64 - $1.09 $4.8K - $8.18K
16.5K $10K
CFG
Citizens Financial Group Inc

Financial Services
21
+ 17.36%
$34.27 - $44.75 $720 - $940
142 $6K
PPG
Ppg Industries Inc

Basic Materials
6
+ 2.88%
$91.66 - $115.04 $550 - $690
214 $24K
TXN
Texas Instruments Inc

Technology
12
+ 1.67%
N/A
732 $142K
GPC
Genuine Parts CO

Consumer Cyclical
9
+ 5.45%
$105.54 - $129.09 $950 - $1.16K
174 $21K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6
+ 2.83%
$11.9 - $15.57 $71.4 - $93.4
218 $3K
ORCC
Owl Rock Capital Corp

Financial Services
34
+ 1.23%
N/A
2.79K $37K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
42
+ 1.34%
$21.37 - $22.67 $898 - $952
3.17K $71K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.41%
$73.58 - $81.65 $73.6 - $81.7
246 $20K
EMB
Ishares Tr

ETFs
5
+ 1.21%
$86.54 - $92.62 $433 - $463
417 $38K
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 25.0%
$64.41 - $90.17 $193 - $271
15 $1K
KSS
Kohls Corp

Consumer Cyclical
9
+ 0.38%
$6.13 - $9.4 $55.2 - $84.6
2.41K $20K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 6.25%
$468.22 - $566.51 $468 - $567
17 $9K
UNM
Unum Group

Financial Services
19
+ 28.36%
$70.48 - $82.91 $1.34K - $1.58K
86 $6K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
36
+ 1.27%
$39.34 - $40.41 $1.42K - $1.45K
2.86K $114K
ES
Eversource Energy

Utilities
17
+ 62.96%
$54.25 - $65.89 $922 - $1.12K
44 $2K
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