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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-187
- 46.52%
$60.22 - $80.1 $11.3K - $15K
215 $17K
SKYX
Skyx Platforms Corp.

Industrials
-5.71K
- 12.41%
$0.91 - $1.5 $5.2K - $8.57K
40.3K $42K
UPS
United Parcel Service Inc

Industrials
-56
- 13.3%
$91.92 - $110.2 $5.15K - $6.17K
365 $36K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 5.19%
$483.07 - $625.6 $1.93K - $2.5K
73 $38K
XLI
Industrial Sector Spdr

ETFs
-250
- 15.17%
$116.42 - $147.52 $29.1K - $36.9K
1.4K $206K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-236
- 15.62%
$24.32 - $27.87 $5.74K - $6.58K
1.28K $33K
FANG
Diamondback Energy, Inc.

Energy
-29
- 11.69%
$119.25 - $161.49 $3.46K - $4.68K
219 $30K
AMAT
Applied Materials Inc

Technology
-462
- 22.87%
$126.95 - $183.52 $58.7K - $84.8K
1.56K $285K
XLC
Select Sector Spdr Tr Communic

ETFs
-118
- 29.14%
$86.13 - $108.53 $10.2K - $12.8K
287 $31K
FDVV
Fidelity High Dividend ETF

ETFs
-402
- 7.65%
$43.6 - $52.02 $17.5K - $20.9K
4.85K $252K
NIO
Nio Inc.

Consumer Cyclical
-1.4K
- 19.55%
$3.14 - $4.31 $4.4K - $6.03K
5.76K $19K
OI
O I Glass, Inc.

Consumer Cyclical
-1.38K
- 36.42%
$9.62 - $15.51 $13.2K - $21.3K
2.4K $35K
IVW
Ishares S&P 500 Growth ETF

ETFs
-92
- 69.7%
$82.96 - $110.1 $7.63K - $10.1K
40 $4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-87
- 53.37%
$91.43 - $91.74 $7.95K - $7.98K
76 $6K
VEA
Vanguard Ftse Developed Market

ETFs
-180
- 38.96%
$45.65 - $57.01 $8.22K - $10.3K
282 $16K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-99
- 23.35%
$75.05 - $77.34 $7.43K - $7.66K
325 $25K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-50
- 33.33%
$107.83 - $119.94 $5.39K - $6K
100 $10K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-156
- 14.62%
$45.11 - $52.34 $7.04K - $8.17K
911 $47K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-94
- 13.99%
$77.74 - $78.78 $7.31K - $7.41K
578 $45K
AEP
American Electric Power CO Inc

Utilities
-21
- 2.93%
$98.59 - $109.11 $2.07K - $2.29K
696 $72K
NUE
Nucor Corp

Basic Materials
-53
- 53.0%
$103.22 - $131.43 $5.47K - $6.97K
47 $6K
BBDC
Barings Bdc, Inc.

Financial Services
-320
- 3.25%
$7.89 - $9.51 $2.52K - $3.04K
9.53K $87K
PFF
Ishares Trust Ishares Pfd And

ETFs
-185
- 59.68%
$29.0 - $30.68 $5.37K - $5.68K
125 $3K
EW
Edwards Lifesciences Corp

Healthcare
-100
- 48.54%
$67.07 - $78.22 $6.71K - $7.82K
106 $8K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-64
- 28.19%
$81.46 - $94.63 $5.21K - $6.06K
163 $15K
LIT
Global X Fds Global X Lithium

ETFs
-105
- 33.76%
$31.82 - $39.24 $3.34K - $4.12K
206 $7K
SCHW
Schwab Charles Corp

Financial Services
-76
- 41.53%
$69.06 - $91.24 $5.25K - $6.93K
107 $9K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-45
- 10.3%
$152.93 - $181.74 $6.88K - $8.18K
392 $71K
RC
Ready Capital Corp

Real Estate
-494
- 16.36%
$4.13 - $5.15 $2.04K - $2.54K
2.53K $11K
IEFA
Ishares Tr

ETFs
-67
- 35.64%
$67.83 - $84.09 $4.54K - $5.63K
121 $10K
IWL
Ishares Tr Russell 200 ETF

ETFs
-425
- 10.83%
$122.36 - $153.12 $52K - $65.1K
3.5K $535K
EXI
Ishares Global Industrials ETF

ETFs
-36
- 41.86%
$129.37 - $165.38 $4.66K - $5.95K
50 $8K
VONG
Vanguard Russell 1000 Growth E

ETFs
-95
- 25.61%
$82.51 - $109.2 $7.84K - $10.4K
276 $30K
DOCS
Doximity, Inc.

Healthcare
-65
- 81.25%
$50.71 - $61.34 $3.3K - $3.99K
15 $0
SOXX
Ishares Semiconductor ETF

ETFs
-110
- 24.55%
$154.86 - $239.07 $17K - $26.3K
338 $80K
VBR
Vanguard Small Cap Value ETF

ETFs
-20
- 28.57%
$162.76 - $195.77 $3.26K - $3.92K
50 $9K
VB
Vanguard Small Cap ETF

ETFs
-50
- 9.94%
$193.73 - $237.37 $9.69K - $11.9K
453 $107K
CPRT
Copart Inc

Consumer Cyclical
-30
- 18.07%
$47.72 - $63.84 $1.43K - $1.92K
136 $6K
LCII
Lci Industries

Consumer Cyclical
-35
- 76.09%
$75.07 - $92.4 $2.63K - $3.23K
11 $1K
HRB
H&R Block Inc

Consumer Cyclical
-55
- 9.91%
$54.32 - $63.04 $2.99K - $3.47K
500 $27K
FNDA
Schwab Fundamental U S Small C

ETFs
-100
- 43.86%
$23.85 - $28.69 $2.39K - $2.87K
128 $3K
CLOU
Global X Fds Cloud Computing E

ETFs
-300
- 13.95%
$18.31 - $23.55 $5.49K - $7.07K
1.85K $43K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-82
- 21.24%
$39.89 - $49.46 $3.27K - $4.06K
304 $15K
QLYS
Qualys, Inc.

Technology
-100
- 13.79%
$115.21 - $142.87 $11.5K - $14.3K
625 $89K
TER
Teradyne, Inc

Technology
-45
- 25.14%
$67.96 - $91.05 $3.06K - $4.1K
134 $12K
VONV
Vanguard Russell 1000 Value Et

ETFs
-21
- 17.36%
$73.19 - $85.21 $1.54K - $1.79K
100 $8K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-176
- 13.14%
$26.99 - $33.86 $4.75K - $5.96K
1.16K $38K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-100
- 95.24%
$11.59 - $17.03 $1.16K - $1.7K
5 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4
- 0.81%
$121.58 - $136.74 $486 - $547
492 $66K
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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