Newbridge Financial Services Group, Inc. New Holdings in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
128K
New
$18.91 - $22.43 $2.42M - $2.87M
128K $2.81M
BST
Black Rock Science & Technology Trust

Financial Services
68.4K
New
$29.62 - $38.3 $2.03M - $2.62M
68.4K $2.61M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
96.5K
New
$20.85 - $24.04 $2.01M - $2.32M
96.5K $2.26M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
31K
New
$32.83 - $38.57 $1.02M - $1.19M
31K $1.18M
USFD
Us Foods Holding Corp.

Consumer Defensive
14.7K
New
$60.47 - $79.12 $887K - $1.16M
14.7K $1.13M
INTF
Ishares Tr

ETFs
27.5K
New
$27.6 - $34.51 $760K - $951K
27.5K $942K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
18.2K
New
$29.19 - $50.24 $532K - $916K
18.2K $915K
ARKQ
Ark Autonomous Technology & Ro

ETFs
9.68K
New
$58.8 - $89.17 $569K - $863K
9.68K $863K
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
UTG
Reaves Utility Income Fund

Financial Services
22.3K
New
$29.08 - $36.18 $648K - $806K
22.3K $806K
CW
Curtiss Wright Corp

Industrials
1.63K
New
$283.18 - $488.55 $463K - $798K
1.63K $798K
VLY
Valley National Bancorp

Financial Services
88.7K
New
$7.87 - $9.2 $698K - $816K
88.7K $791K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
18.6K
New
$36.45 - $42.47 $679K - $791K
18.6K $784K
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
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
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
25.3K
New
$22.63 - $26.95 $572K - $681K
25.3K $681K
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
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
SCD
Lmp Capital & Income Fund Inc.

Financial Services
35.5K
New
$13.57 - $16.83 $482K - $598K
35.5K $554K
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
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
QDIV
Global X Funds S&P 500 Quality

ETFs
13.3K
New
$30.56 - $35.14 $407K - $468K
13.3K $451K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
30.5K
New
$12.34 - $14.3 $377K - $437K
30.5K $434K
MAG
Mag Silver Corp

Basic Materials
20.5K
New
$12.56 - $21.63 $258K - $444K
20.5K $433K
AG
First Majestic Silver Corp

Basic Materials
51.4K
New
$5.24 - $8.55 $269K - $440K
51.4K $425K
RH
Rh

Consumer Cyclical
2.1K
New
$145.66 - $249.35 $306K - $524K
2.1K $396K
PEGA
Pegasystems Inc

Technology
7.02K
New
$49.95 - $103.29 $351K - $725K
7.02K $379K
PDT
John Hancock Premium Dividend Fund

Financial Services
27.9K
New
$11.7 - $13.23 $327K - $369K
27.9K $367K
BYRN
Byrna Technologies Inc.

Industrials
11.7K
New
$14.96 - $33.14 $174K - $386K
11.7K $359K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
17.4K
New
$19.2 - $22.42 $335K - $391K
17.4K $351K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
3.76K
New
$82.14 - $94.68 $309K - $356K
3.76K $346K
PSEC
Prospect Capital Corp

Financial Services
108K
New
$3.14 - $4.06 $339K - $439K
108K $343K
EMLP
First Tr Exchange Traded Iv

ETFs
9.14K
New
$33.62 - $37.89 $307K - $346K
9.14K $342K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.1K
New
$43.53 - $54.46 $266K - $332K
6.1K $332K
RING
Ishares Inc Msci Global Gold M

ETFs
7.45K
New
$34.72 - $45.62 $259K - $340K
7.45K $326K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.81K
New
$50.5 - $71.23 $243K - $343K
4.81K $325K
ADSK
Autodesk, Inc.

Technology
1.25K
New
N/A
1.25K $307K
AVK
Advent Convertible & Income Fund

Financial Services
24.4K
New
$10.01 - $12.11 $245K - $296K
24.4K $296K
CHY
Calamos Convertible & High Income Fund

Financial Services
25.8K
New
$9.18 - $10.99 $237K - $284K
25.8K $283K
OMER
Omeros Corp

Healthcare
93.4K
New
$3.0 - $8.01 $280K - $748K
93.4K $280K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.2K
New
$17.7 - $20.39 $269K - $310K
15.2K $279K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
57.4K
New
$3.84 - $4.48 $221K - $257K
57.4K $252K
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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