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
EIM
Eaton Vance Municipal Bond Fund

Financial Services
5.62K
New
$9.33 - $10.06 $52.4K - $56.5K
5.62K $54K
NTLA
Intellia Therapeutics, Inc.

Healthcare
5.5K
New
$6.28 - $9.67 $34.5K - $53.2K
5.5K $51K
STZ
Constellation Brands, Inc.

Consumer Defensive
303
New
$160.0 - $195.62 $48.5K - $59.3K
303 $49K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
5.77K
New
$7.0 - $8.06 $40.4K - $46.5K
5.77K $46K
BIGZ
Black Rock Innovation & Growth Trust
6.99K
New
N/A
6.99K $46K
ASTS
Ast Space Mobile, Inc.

Communication Services
1K
New
$20.07 - $51.83 $20.1K - $51.8K
1K $46K
HGLB
Highland Global Allocation Fund

N/A
5.1K
New
$7.03 - $9.05 $35.9K - $46.2K
5.1K $44K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
770
New
$46.22 - $57.51 $35.6K - $44.3K
770 $44K
PINS
Pinterest, Inc.

Communication Services
1.25K
New
$24.21 - $35.95 $30.2K - $44.9K
1.25K $44K
BLW
Blackrock LTD Duration Income Trust

Financial Services
2.98K
New
$12.75 - $14.21 $38K - $42.3K
2.98K $42K
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
HQH
Tekla Healthcare Investors

Financial Services
2.17K
New
$14.14 - $16.32 $30.7K - $35.4K
2.17K $33K
HALO
Halozyme Therapeutics, Inc.

Healthcare
621
New
$47.91 - $70.14 $29.8K - $43.6K
621 $32K
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
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
PEN
Penumbra Inc

Healthcare
117
New
$253.22 - $299.78 $29.6K - $35.1K
117 $30K
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
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.09K
New
$26.41 - $26.76 $28.8K - $29.1K
1.09K $29K
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
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
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.7K
New
$6.44 - $7.75 $23.8K - $28.7K
3.7K $28K
RVT
Royce Value Trust, Inc.

Financial Services
1.87K
New
$12.5 - $15.21 $23.4K - $28.5K
1.87K $28K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.44K
New
$20.01 - $20.15 $28.7K - $28.9K
1.44K $28K
UTI
Universal Technical Institute Inc

Consumer Defensive
800
New
$25.25 - $35.9 $20.2K - $28.7K
800 $27K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
1.2K
New
$17.41 - $22.89 $20.9K - $27.5K
1.2K $27K
ICHR
Ichor Holdings, Ltd.

Technology
1.38K
New
$15.78 - $22.61 $21.7K - $31.1K
1.38K $27K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
10K
New
$2.29 - $2.6 $22.9K - $26K
10K $26K
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
MCO
Moodys Corp

Financial Services
50
New
$396.7 - $501.59 $19.8K - $25.1K
50 $25K
HAL
Halliburton CO

Energy
1.25K
New
$19.26 - $25.7 $24.1K - $32.1K
1.25K $25K
LRN
Stride, Inc.

Consumer Defensive
171
New
$124.45 - $160.72 $21.3K - $27.5K
171 $24K
DX
Dynex Capital Inc

Real Estate
2K
New
$11.13 - $12.99 $22.3K - $26K
2K $24K
NVT
N Vent Electric PLC

Industrials
329
New
$45.2 - $73.35 $14.9K - $24.1K
329 $24K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.87K
New
$7.05 - $8.02 $20.2K - $23K
2.87K $23K
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
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2K
New
$10.51 - $11.34 $21K - $22.7K
2K $22K
DSL
Double Line Income Solutions Fund

Financial Services
1.75K
New
$11.15 - $12.57 $19.5K - $22K
1.75K $21K
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
1.5K
New
$13.89 - $15.26 $20.8K - $22.9K
1.5K $21K
FPX
First Trust Us Equity Opportun

ETFs
150
New
$99.2 - $144.91 $14.9K - $21.7K
150 $21K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
1.5K
New
$13.91 - $15.0 $20.9K - $22.5K
1.5K $21K
MKTX
Marketaxess Holdings Inc

Financial Services
94
New
$203.19 - $231.09 $19.1K - $21.7K
94 $20K
GPS
Gap Inc

Consumer Cyclical
1K
New
N/A
1K $20K
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