Newbridge Financial Services Group, Inc. Reduced Holdings in Q1 2025

Newbridge Financial Services Group, Inc.

  • $391 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-10.4K
- 25.2%
$12.06 - $13.55 $125K - $140K
30.8K $392K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.4K
- 27.44%
N/A
3.7K $317K
TPR
Tapestry, Inc.

Consumer Cyclical
-1.76K
- 94.62%
$65.63 - $89.21 $115K - $157K
100 $7K
LMT
Lockheed Martin Corp

Industrials
-182
- 22.11%
$423.19 - $506.29 $77K - $92.1K
641 $286K
VLO
Valero Energy Corp

Energy
-1.13K
- 26.81%
$121.76 - $142.99 $138K - $162K
3.09K $407K
SPG
Simon Property Group Inc

Real Estate
-612
- 42.06%
$159.48 - $187.78 $97.6K - $115K
843 $140K
CPRT
Copart Inc

Consumer Cyclical
-1.88K
- 91.88%
$52.3 - $59.83 $98.2K - $112K
166 $9K
IWM
Ishares Russell 2000 ETF

ETFs
-286
- 12.51%
$198.1 - $229.79 $56.7K - $65.7K
2K $398K
KKR
Kkr & Co. Inc.

Financial Services
-98
- 3.59%
$108.17 - $167.07 $10.6K - $16.4K
2.64K $304K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.47K
- 27.88%
$34.43 - $37.49 $85K - $92.5K
6.38K $232K
ABR
Arbor Realty Trust Inc

Real Estate
-4.57K
- 26.5%
$11.68 - $13.98 $53.3K - $63.8K
12.7K $148K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.98K
- 59.19%
$48.65 - $53.06 $96.5K - $105K
1.37K $71K
BAC
Bank Of America Corp

Financial Services
-1.75K
- 23.64%
$39.61 - $47.74 $69.1K - $83.3K
5.64K $235K
SQ
Block, Inc.

Technology
-550
- 27.88%
$54.04 - $92.95 $29.7K - $51.1K
1.42K $81K
INDA
Ishares Msci India Index Fund

ETFs
-1.61K
- 72.46%
$47.8 - $53.4 $76.7K - $85.7K
610 $31K
AGNC
Agnc Investment Corp.

Real Estate
-9.42K
- 64.22%
$9.12 - $10.54 $85.9K - $99.3K
5.25K $50K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-6.2K
- 87.57%
$10.61 - $16.49 $65.8K - $102K
880 $10K
KHC
Kraft Heinz CO

Consumer Defensive
-2.7K
- 42.06%
$28.51 - $32.22 $77K - $87K
3.72K $113K
ACN
Accenture PLC

Technology
-198
- 38.22%
$300.91 - $398.25 $59.6K - $78.9K
320 $99K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.72K
- 40.32%
$56.12 - $68.15 $96.2K - $117K
2.54K $172K
MRK
Merck & Co., Inc.

Healthcare
-548
- 16.73%
$83.01 - $101.02 $45.5K - $55.4K
2.73K $244K
TGT
Target Corp

Consumer Defensive
-503
- 53.23%
$103.65 - $142.5 $52.1K - $71.7K
442 $46K
JNJ
Johnson & Johnson

Healthcare
-924
- 25.8%
$142.06 - $167.7 $131K - $155K
2.66K $440K
ROKU
Roku, Inc

Communication Services
-950
- 98.96%
$67.36 - $99.07 $64K - $94.1K
10 $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.25K
- 96.9%
$53.6 - $58.97 $67K - $73.7K
40 $2K
MCD
Mcdonalds Corp

Consumer Cyclical
-406
- 15.74%
$279.74 - $321.29 $114K - $130K
2.17K $678K
GD
General Dynamics Corp

Industrials
-272
- 41.21%
$241.94 - $272.58 $65.8K - $74.1K
388 $105K
RKLB
Rocket Lab Usa, Inc.

Industrials
-2.5K
- 83.33%
$17.12 - $31.57 $42.8K - $78.9K
500 $8K
ALB
Albemarle Corp

Basic Materials
-757
- 92.66%
$69.95 - $97.49 $53K - $73.8K
60 $4K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-520
- 83.74%
$110.9 - $132.93 $57.7K - $69.1K
101 $11K
AVA
Avista Corp

Utilities
-1.79K
- 96.28%
$35.2 - $41.87 $62.9K - $74.8K
69 $2K
IYW
Ishares Dj Us Tech ETF

ETFs
-261
- 18.93%
$140.44 - $166.79 $36.7K - $43.5K
1.12K $157K
PEP
Pepsico Inc

Consumer Defensive
-377
- 14.93%
$142.64 - $156.42 $53.8K - $59K
2.15K $322K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-316
- 25.34%
$179.71 - $192.06 $56.8K - $60.7K
931 $171K
TTD
Trade Desk, Inc.

Technology
-135
- 16.77%
$53.59 - $126.58 $7.23K - $17.1K
670 $36K
PRU
Prudential Financial Inc

Financial Services
-478
- 82.7%
$105.04 - $122.33 $50.2K - $58.5K
100 $11K
SOXX
Ishares Semiconductor ETF

ETFs
-201
- 30.97%
$188.17 - $235.81 $37.8K - $47.4K
448 $84K
C
Citigroup Inc

Financial Services
-798
- 46.89%
$67.23 - $84.63 $53.6K - $67.5K
904 $64K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-430
- 32.77%
$108.02 - $120.45 $46.4K - $51.8K
882 $97K
VNQ
Vanguard Specialized Funds Van

ETFs
-598
- 44.49%
$85.55 - $94.34 $51.2K - $56.4K
746 $67K
OKE
Oneok Inc

Energy
-356
- 2.72%
$89.57 - $109.85 $31.9K - $39.1K
12.7K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
-1.06K
- 69.59%
$47.4 - $52.99 $50.1K - $56K
462 $23K
PKG
Packaging Corp Of America

Consumer Cyclical
-199
- 63.99%
$192.03 - $242.13 $38.2K - $48.2K
112 $22K
DASH
Door Dash, Inc.

Communication Services
-285
- 81.43%
$168.37 - $213.38 $48K - $60.8K
65 $11K
BHP
Bhp Group LTD

Basic Materials
-945
- 85.21%
$48.18 - $52.11 $45.5K - $49.2K
164 $7K
U
Unity Software Inc.

Technology
-1.8K
- 45.0%
$19.44 - $28.34 $35K - $51K
2.2K $43K
VRT
Vertiv Holdings CO

Industrials
-499
- 40.77%
N/A
725 $62K
TDOC
Teladoc Health, Inc.

Healthcare
-4.6K
- 99.96%
$7.96 - $14.33 $36.6K - $65.9K
2 $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-20
- 1.76%
$165.25 - $224.62 $3.31K - $4.49K
1.12K $185K
Activity Summary
Buys All Purchases 299 New Holdings 53 Increased Positions 246 Sells All Sells 300 Reductions 298 Sold out 2 Options Calls 0 Puts 0
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