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
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-515
- 44.78%
$95.52 - $109.98 $49.2K - $56.6K
635 $68K
FDX
Fedex Corp

Industrials
-198
- 83.19%
$198.07 - $245.17 $39.2K - $48.5K
40 $9K
XLY
Select Sector Spdr Consumer Di

ETFs
-371
- 23.51%
$176.34 - $218.59 $65.4K - $81.1K
1.21K $262K
ABR
Arbor Realty Trust Inc

Real Estate
-3.34K
- 26.4%
$8.92 - $11.89 $29.8K - $39.7K
9.32K $99K
VLO
Valero Energy Corp

Energy
-414
- 13.41%
$104.69 - $141.77 $43.3K - $58.7K
2.67K $359K
CMI
Cummins Inc

Industrials
-147
- 62.03%
$267.12 - $336.65 $39.3K - $49.5K
90 $29K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-260
- 92.86%
$136.63 - $176.62 $35.5K - $45.9K
20 $3K
PCEF
Invesco Cef Income Composite E

ETFs
-2.48K
- 24.94%
$16.85 - $19.54 $41.7K - $48.4K
7.45K $145K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-239
- 25.67%
$162.65 - $188.71 $38.9K - $45.1K
692 $130K
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.74%
$128.02 - $151.37 $2.05K - $2.42K
2.13K $281K
MDIV
First Trust Multi Asset Divers

ETFs
-2.08K
- 45.05%
$14.96 - $16.41 $31.1K - $34.1K
2.54K $40K
IWM
Ishares Russell 2000 ETF

ETFs
-305
- 15.25%
$174.82 - $215.79 $53.3K - $65.8K
1.7K $365K
CME
Cme Group Inc.

Financial Services
-125
- 86.81%
$252.37 - $290.71 $31.5K - $36.3K
19 $5K
D
Dominion Energy, Inc

Utilities
-558
- 14.32%
$49.66 - $58.0 $27.7K - $32.4K
3.34K $188K
C
Citigroup Inc

Financial Services
-499
- 55.2%
$58.13 - $85.12 $29K - $42.5K
405 $34K
TSCO
Tractor Supply CO

Consumer Cyclical
-512
- 46.33%
$47.86 - $55.77 $24.5K - $28.6K
593 $31K
TW
Tradeweb Markets Inc.

Financial Services
-136
- 3.49%
$125.37 - $149.02 $17.1K - $20.3K
3.76K $549K
XLP
Consumer Staples Sector Spdr

ETFs
-365
- 24.37%
N/A
1.13K $86K
OPEN
Opendoor Technologies Inc.

Real Estate
-1K
- 1.96%
$0.51 - $1.09 $510 - $1.09K
50K $26K
VNQ
Vanguard Specialized Funds Van

ETFs
-268
- 35.92%
$79.79 - $91.42 $21.4K - $24.5K
478 $42K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 18.13%
$28.95 - $34.22 $14.5K - $17.1K
2.26K $70K
TRV
Travelers Companies, Inc.

Financial Services
-129
- 3.43%
$233.83 - $276.34 $30.2K - $35.6K
3.63K $971K
F
Ford Motor CO

Consumer Cyclical
-5.03K
- 13.08%
$8.69 - $10.85 $43.7K - $54.5K
33.4K $362K
SONY
Sony Group Corp

Technology
-945
- 77.78%
$21.24 - $26.88 $20.1K - $25.4K
270 $7K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-35
- 11.74%
$225.56 - $335.19 $7.89K - $11.7K
263 $62K
LMT
Lockheed Martin Corp

Industrials
-65
- 10.14%
$430.82 - $486.45 $28K - $31.6K
576 $266K
NEE
Nextera Energy Inc

Utilities
-73
- 0.73%
$64.11 - $75.0 $4.68K - $5.48K
9.89K $686K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1K
- 49.46%
N/A
1.02K $19K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-196
- 27.11%
$90.56 - $109.49 $17.7K - $21.5K
527 $57K
KLAC
Kla Corp

Technology
-39
- 48.75%
$576.53 - $902.94 $22.5K - $35.2K
41 $36K
XLE
Energy Sector Spdr

ETFs
-173
- 36.89%
$76.44 - $94.13 $13.2K - $16.3K
296 $25K
PKG
Packaging Corp Of America

Consumer Cyclical
-82
- 73.21%
$175.97 - $201.36 $14.4K - $16.5K
30 $5K
IBB
Ishares Biotechnology ETF

ETFs
-124
- 57.67%
$112.02 - $129.0 $13.9K - $16K
91 $11K
HSY
Hershey CO

Consumer Defensive
-84
- 22.64%
$151.29 - $173.13 $12.7K - $14.5K
287 $47K
GNRC
Generac Holdings Inc.

Industrials
-145
- 55.77%
$101.92 - $143.21 $14.8K - $20.8K
115 $16K
YELP
Yelp Inc

Communication Services
-100
- 2.41%
$32.56 - $40.93 $3.26K - $4.09K
4.05K $138K
WM
Waste Management Inc

Industrials
-31
- 1.16%
$216.47 - $242.1 $6.71K - $7.51K
2.64K $604K
BLDR
Builders First Source, Inc.

Industrials
-99
- 32.89%
$105.63 - $131.12 $10.5K - $13K
202 $23K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-653
- 83.93%
$19.6 - $24.44 $12.8K - $16K
125 $3K
NOC
Northrop Grumman Corp

Industrials
-13
- 2.18%
$456.3 - $540.39 $5.93K - $7.03K
583 $291K
HLI
Houlihan Lokey, Inc.

Financial Services
-428
- 12.53%
$141.59 - $182.75 $60.6K - $78.2K
2.99K $537K
IP
International Paper CO

Consumer Cyclical
-240
- 67.99%
$43.89 - $54.46 $10.5K - $13.1K
113 $5K
TM
Toyota Motor Corp

Consumer Cyclical
-72
- 33.49%
$158.63 - $195.39 $11.4K - $14.1K
143 $24K
DIV
Global X Superdividend Us ETF

ETFs
-720
- 28.57%
N/A
1.8K $30K
LNT
Alliant Energy Corp

Utilities
-153
- 16.85%
$58.79 - $64.85 $8.99K - $9.92K
755 $45K
NJR
New Jersey Resources Corp

Utilities
-200
- 18.21%
$44.23 - $49.97 $8.85K - $9.99K
898 $40K
FCX
Freeport Mcmoran Inc

Basic Materials
-465
- 27.3%
$29.15 - $44.46 $13.6K - $20.7K
1.24K $53K
PECO
Phillips Edison & Company, Inc.

Real Estate
-57
- 0.89%
$33.53 - $37.33 $1.91K - $2.13K
6.33K $221K
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 5.31%
$210.83 - $235.28 $4.64K - $5.18K
392 $86K
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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