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

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-154K
- 28.86%
$14.97 - $16.79 $2.3M - $2.58M
379K $6.34M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-46.9K
- 21.14%
$35.62 - $39.64 $1.67M - $1.86M
175K $6.81M
AAPL
Apple Inc.

Technology
-2.23K
- 2.73%
$172.42 - $223.89 $384K - $499K
79.3K $16.3M
DELL
Dell Technologies Inc.

Technology
-17.8K
- 91.58%
$71.63 - $125.98 $1.28M - $2.24M
1.64K $200K
MSTR
Microstrategy Inc

Technology
-5.68K
- 88.01%
$237.95 - $421.61 $1.35M - $2.39M
773 $312K
VT
Vanguard Total World Stk Index

ETFs
-11.5K
- 97.39%
$103.16 - $128.52 $1.18M - $1.48M
307 $39K
OKE
Oneok Inc

Energy
-12.7K
- 99.9%
$78.71 - $100.37 $999K - $1.27M
13 $1K
GLW
Corning Inc

Technology
-25.7K
- 94.59%
$39.07 - $52.59 $1M - $1.35M
1.47K $77K
VDC
Vanguard Consumer Staples ETF

ETFs
-4.44K
- 98.36%
$204.89 - $224.73 $909K - $997K
74 $16K
TT
Trane Technologies PLC

Industrials
-2.72K
- 98.3%
$315.21 - $437.41 $859K - $1.19M
47 $20K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-54.4K
- 27.57%
$13.37 - $15.25 $728K - $830K
143K $2.13M
SPGI
S&P Global Inc.

Financial Services
-1.64K
- 97.91%
$438.31 - $527.29 $718K - $864K
35 $18K
SBUX
Starbucks Corp

Consumer Cyclical
-7.19K
- 70.01%
$79.69 - $99.41 $573K - $715K
3.08K $282K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12K
- 94.55%
$51.16 - $62.02 $616K - $747K
695 $43K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.1K
- 13.35%
$51.14 - $57.0 $570K - $635K
72.3K $4.11M
PEG
Public Service Enterprise Group Inc

Utilities
-7.3K
- 63.56%
$77.13 - $84.18 $563K - $615K
4.19K $352K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-12.4K
- 35.69%
$37.51 - $45.52 $465K - $564K
22.3K $1.01M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-952
- 21.02%
$267.56 - $340.8 $255K - $324K
3.58K $1.08M
IXJ
Ishares Global Healthcare ETF

ETFs
-3.64K
- 18.97%
$82.3 - $90.02 $300K - $328K
15.6K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
-1.04K
- 11.03%
$335.24 - $380.78 $348K - $395K
8.36K $3.07M
ABBV
Abb Vie Inc.

Healthcare
-635
- 6.18%
$170.16 - $206.27 $108K - $131K
9.64K $1.79M
IDV
Ishares Tr

ETFs
-15.6K
- 21.03%
$27.79 - $34.84 $434K - $544K
58.6K $2.02M
KMI
Kinder Morgan, Inc.

Energy
-12.8K
- 10.86%
$25.21 - $29.4 $322K - $375K
105K $3.08M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.45K
- 57.98%
$105.69 - $140.64 $259K - $344K
1.77K $234K
DUK
Duke Energy Corp

Utilities
-1.79K
- 14.13%
$112.46 - $124.05 $201K - $222K
10.9K $1.28M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.8K
- 89.5%
$126.84 - $145.22 $228K - $261K
211 $27K
BMY
Bristol Myers Squibb CO

Healthcare
-3.96K
- 89.38%
$44.12 - $59.6 $174K - $236K
470 $21K
ENPH
Enphase Energy, Inc.

Technology
-3.89K
- 99.01%
$34.56 - $62.52 $134K - $243K
39 $1K
GNL
Global Net Lease, Inc.

Real Estate
-15.6K
- 10.88%
$6.82 - $8.08 $106K - $126K
128K $963K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.38K
- 26.59%
$69.8 - $85.28 $166K - $203K
6.57K $544K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.2K
- 72.51%
$44.37 - $50.04 $142K - $160K
1.21K $57K
HESM
Hess Midstream LP

Energy
-3.05K
- 37.69%
$35.23 - $42.89 $107K - $131K
5.04K $194K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-5.18K
- 21.83%
$40.94 - $52.1 $212K - $270K
18.5K $965K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-546
- 89.51%
$177.93 - $313.14 $97.1K - $171K
64 $20K
WST
West Pharmaceutical Services Inc

Healthcare
-450
- 90.91%
$190.39 - $227.7 $85.7K - $102K
45 $9K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-370
- 11.61%
$376.48 - $440.65 $139K - $163K
2.82K $1.24M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.69K
- 28.63%
$45.98 - $56.15 $124K - $151K
6.71K $376K
PFFA
Etfis Ser Tr I

ETFs
-2.46K
- 2.67%
$19.49 - $21.31 $47.8K - $52.3K
89.6K $1.87M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.15K
- 18.85%
$82.17 - $99.96 $94.5K - $115K
4.95K $486K
CB
Chubb LTD

Financial Services
-43
- 0.88%
$274.32 - $302.46 $11.8K - $13K
4.83K $1.4M
AI
C3.Ai, Inc.

Technology
-4.31K
- 45.33%
$18.24 - $27.8 $78.6K - $120K
5.19K $127K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-2.24K
- 22.17%
$38.29 - $46.65 $85.8K - $104K
7.87K $366K
TMUS
T Mobile Us, Inc.

Communication Services
-150
- 12.03%
$220.99 - $268.54 $33.1K - $40.3K
1.1K $261K
NXPI
Nxp Semiconductors N.V.

Technology
-422
- 51.46%
$153.5 - $218.72 $64.8K - $92.3K
398 $86K
MOS
Mosaic CO

Basic Materials
-3.2K
- 60.35%
$22.76 - $36.95 $72.8K - $118K
2.1K $76K
HNDL
Strategy Shs

ETFs
-5.67K
- 5.47%
$19.2 - $21.66 $109K - $123K
98.1K $2.13M
JNJ
Johnson & Johnson

Healthcare
-182
- 6.85%
$146.36 - $159.82 $26.6K - $29.1K
2.48K $378K
ADP
Automatic Data Processing Inc

Industrials
-205
- 15.22%
$276.76 - $326.81 $56.7K - $67K
1.14K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 2.3%
$285.55 - $321.23 $14.3K - $16.1K
2.12K $620K
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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