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
AMAT
Applied Materials Inc

Technology
-25
- 1.22%
$145.06 - $195.51 $3.63K - $4.89K
2.02K $293K
APH
Amphenol Corp

Technology
-280
- 5.11%
$61.62 - $78.55 $17.3K - $22K
5.2K $341K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-2.24K
- 6.07%
$39.65 - $43.35 $89K - $97.3K
34.7K $1.46M
SPOT
Spotify Technology S.A.

Communication Services
-262
- 24.67%
$457.79 - $648.32 $120K - $170K
800 $440K
CION
Cion Investment Corp

Financial Services
-1.65K
- 9.83%
$10.35 - $12.55 $17K - $20.7K
15.1K $156K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-440
- 23.72%
$64.88 - $72.1 $28.5K - $31.7K
1.42K $93K
NKE
Nike, Inc.

Consumer Cyclical
-267
- 18.74%
$63.29 - $81.72 $16.9K - $21.8K
1.16K $73K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-25
- 0.71%
$47.25 - $67.02 $1.18K - $1.68K
3.51K $166K
XLU
Utilities Sector Spdr

ETFs
-549
- 19.35%
$74.7 - $80.27 $41K - $44.1K
2.29K $180K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-150
- 57.47%
$161.27 - $192.3 $24.2K - $28.8K
111 $17K
UPS
United Parcel Service Inc

Industrials
-190
- 31.1%
$109.66 - $136.26 $20.8K - $25.9K
421 $46K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-397
- 37.14%
$76.94 - $78.28 $30.5K - $31.1K
672 $52K
TFC
Truist Financial Corp

Financial Services
-470
- 10.56%
$39.48 - $48.15 $18.6K - $22.6K
3.98K $163K
PFE
Pfizer Inc

Healthcare
-470
- 3.15%
$25.01 - $27.13 $11.8K - $12.8K
14.4K $365K
NVO
Novo Nordisk A S

Healthcare
-301
- 54.93%
$69.3 - $90.95 $20.9K - $27.4K
247 $17K
DLR
Digital Realty Trust, Inc.

Real Estate
-124
- 36.9%
$142.1 - $183.56 $17.6K - $22.8K
212 $30K
CNQ
Canadian Natural Resources LTD

Energy
-952
- 84.7%
$26.72 - $32.74 $25.4K - $31.2K
172 $5K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-648
- 91.91%
$41.0 - $48.93 $26.6K - $31.7K
57 $2K
TMUS
T Mobile Us, Inc.

Communication Services
-389
- 23.78%
$211.3 - $272.83 $82.2K - $106K
1.25K $332K
COP
Conocophillips

Energy
-331
- 30.51%
$88.6 - $105.85 $29.3K - $35K
754 $79K
WOLF
Wolfspeed, Inc.

Technology
-100
- 1.29%
$2.59 - $7.48 $259 - $748
7.68K $23K
EQT
Eqt Corp

Energy
-596
- 94.45%
$46.16 - $54.25 $27.5K - $32.3K
35 $1K
BNDX
Vanguard Total International B

ETFs
-551
- 36.51%
$48.33 - $49.5 $26.6K - $27.3K
958 $46K
QCOM
Qualcomm Inc

Technology
-179
- 6.72%
$151.94 - $175.86 $27.2K - $31.5K
2.48K $381K
CSX
Csx Corp

Industrials
-794
- 65.19%
$29.11 - $33.67 $23.1K - $26.7K
424 $12K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-205
- 31.83%
$65.15 - $91.81 $13.4K - $18.8K
439 $28K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-276
- 81.18%
$95.85 - $99.25 $26.5K - $27.4K
64 $6K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-51
- 50.5%
$314.47 - $431.35 $16K - $22K
50 $18K
MNDY
Monday.Com Ltd.

Technology
-118
- 24.18%
$213.0 - $327.92 $25.1K - $38.7K
370 $89K
DKNG
Draft Kings Inc.

Consumer Cyclical
-525
- 30.43%
$33.21 - $53.49 $17.4K - $28.1K
1.2K $39K
MDT
Medtronic PLC

Healthcare
-337
- 61.05%
$79.84 - $94.5 $26.9K - $31.8K
215 $19K
ON
On Semiconductor Corp

Technology
-262
- 40.75%
$40.69 - $64.51 $10.7K - $16.9K
381 $15K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-436
- 62.46%
$80.53 - $147.57 $35.1K - $64.3K
262 $34K
POR
Portland General Electric CO

Utilities
-554
- 84.19%
$40.56 - $45.24 $22.5K - $25.1K
104 $4K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-500
- 59.31%
$48.3 - $52.85 $24.2K - $26.4K
343 $17K
PSX
Phillips 66

Energy
-205
- 74.82%
$113.93 - $131.55 $23.4K - $27K
69 $8K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-179
- 43.03%
$126.11 - $135.06 $22.6K - $24.2K
237 $30K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-176
- 37.61%
$120.07 - $144.17 $21.1K - $25.4K
292 $36K
VTV
Vanguard Value ETF

ETFs
-148
- 8.3%
$167.73 - $179.21 $24.8K - $26.5K
1.64K $282K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-593
- 11.84%
$47.08 - $50.67 $27.9K - $30K
4.42K $221K
FANG
Diamondback Energy, Inc.

Energy
-113
- 31.3%
$139.9 - $180.18 $15.8K - $20.4K
248 $39K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-360
- 93.26%
$51.39 - $57.43 $18.5K - $20.7K
26 $1K
LOW
Lowes Companies Inc

Consumer Cyclical
-49
- 10.58%
$222.66 - $268.42 $10.9K - $13.2K
414 $96K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-755
- 49.25%
$21.75 - $24.28 $16.4K - $18.3K
778 $17K
XLV
Select Sector Spdr Fund Health

ETFs
-251
- 11.48%
$137.61 - $149.68 $34.5K - $37.6K
1.94K $282K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-398
- 71.84%
$44.68 - $46.49 $17.8K - $18.5K
156 $7K
SLV
I Shares Silver Trust

ETFs
-726
- 71.88%
$26.93 - $31.32 $19.6K - $22.7K
284 $8K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-300
- 48.0%
$65.44 - $70.64 $19.6K - $21.2K
325 $22K
RIO
Rio Tinto PLC

Basic Materials
-300
- 30.09%
$58.19 - $64.29 $17.5K - $19.3K
697 $41K
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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