Newbridge Financial Services Group, Inc. Sells in Q1 2025

Newbridge Financial Services Group, Inc.

  • $391 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-18K
- 40.17%
$96.63 - $129.55 $1.74M - $2.33M
26.8K $2.75M
FDX
Fedex Corp

Industrials
-3.48K
- 93.6%
$230.33 - $281.53 $802K - $981K
238 $58K
ET
Energy Transfer LP

Energy
-47.4K
- 61.44%
$17.26 - $21.08 $817K - $998K
29.7K $552K
FOXA
Fox Corp

Communication Services
-18K
- 98.58%
$47.9 - $58.0 $861K - $1.04M
258 $14K
AGOX
Starboard Invt Tr

ETFs
-26.6K
- 63.18%
$24.2 - $29.41 $643K - $781K
15.5K $378K
MU
Micron Technology Inc

Technology
-8.41K
- 62.63%
$86.89 - $109.38 $731K - $920K
5.02K $436K
NTAP
Net App, Inc.

Technology
-5.6K
- 94.7%
$87.84 - $126.3 $492K - $707K
313 $27K
REG
Regency Centers Corp

Real Estate
-6.44K
- 99.38%
$68.83 - $77.74 $443K - $500K
40 $2K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.07K
- 12.52%
$62.43 - $84.12 $191K - $258K
21.4K $1.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-295
- 3.75%
$360.07 - $417.26 $106K - $123K
7.57K $2.73M
DOCS
Doximity, Inc.

Healthcare
-6.7K
- 98.82%
$49.71 - $83.14 $333K - $557K
80 $4K
PH
Parker Hannifin Corp

Industrials
-547
- 96.64%
$591.65 - $707.05 $324K - $387K
19 $11K
O
Realty Income Corp

Real Estate
-6.56K
- 72.01%
$51.67 - $58.49 $339K - $384K
2.55K $147K
CCL
Carnival Corp

Consumer Cyclical
-13.3K
- 98.52%
$19.08 - $28.49 $254K - $379K
200 $3K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.92K
- 32.33%
$89.18 - $104.04 $260K - $303K
6.1K $558K
HOOD
Robinhood Markets, Inc.

Technology
-8.5K
- 97.14%
$35.63 - $65.28 $303K - $555K
250 $10K
NRG
Nrg Energy, Inc.

Utilities
-3.45K
- 71.23%
$84.82 - $113.33 $292K - $391K
1.39K $132K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-495
- 35.53%
$507.05 - $563.67 $251K - $279K
898 $461K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10K
- 86.9%
$27.01 - $28.54 $271K - $286K
1.51K $42K
IR
Ingersoll Rand Inc.

Industrials
-2.94K
- 98.04%
$79.44 - $94.23 $234K - $277K
59 $4K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.1K
- 11.56%
$45.72 - $51.73 $142K - $160K
23.7K $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
-3.1K
- 48.64%
$117.15 - $158.79 $363K - $492K
3.28K $519K
SPY
Spdr S&P 500 ETF Trust

ETFs
-207
- 4.72%
$551.42 - $612.93 $114K - $127K
4.18K $2.34M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.64K
- 15.48%
$81.1 - $94.7 $133K - $155K
8.95K $725K
STWD
Starwood Property Trust, Inc.

Real Estate
-11.6K
- 97.24%
$18.41 - $20.53 $214K - $239K
330 $6K
UNH
Unitedhealth Group Inc

Healthcare
-462
- 37.87%
$461.52 - $548.18 $213K - $253K
758 $397K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.07K
- 18.02%
$47.79 - $59.89 $98.7K - $124K
9.4K $471K
FSK
Fs Kkr Capital Corp

Financial Services
-8.87K
- 31.95%
$20.47 - $24.06 $182K - $213K
18.9K $395K
PANW
Palo Alto Networks Inc

Technology
-635
- 8.73%
$167.82 - $208.28 $107K - $132K
6.64K $1.13M
AI
C3.Ai, Inc.

Technology
-1.61K
- 14.45%
$20.92 - $36.93 $33.6K - $59.3K
9.5K $199K
AXP
American Express CO

Financial Services
-355
- 12.67%
$255.39 - $325.87 $90.7K - $116K
2.45K $658K
FDVV
Fidelity High Dividend ETF

ETFs
-3.31K
- 38.65%
$48.86 - $52.28 $162K - $173K
5.26K $260K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2K
- 48.41%
$85.29 - $92.57 $170K - $185K
2.13K $193K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-3.8K
- 27.3%
$41.93 - $46.57 $159K - $177K
10.1K $437K
CAT
Caterpillar Inc

Industrials
-61
- 1.39%
$326.75 - $407.63 $19.9K - $24.9K
4.33K $1.43M
ABNB
Airbnb, Inc.

Consumer Cyclical
-865
- 17.0%
$119.38 - $161.42 $103K - $140K
4.22K $504K
CLX
Clorox CO

Consumer Defensive
-971
- 97.0%
$141.76 - $162.89 $138K - $158K
30 $4K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.13K
- 55.6%
$50.44 - $50.7 $158K - $159K
2.5K $126K
IWL
Ishares Tr Russell 200 ETF

ETFs
-890
- 18.48%
$135.83 - $151.73 $121K - $135K
3.93K $539K
SOFI
So Fi Technologies, Inc.

Financial Services
-4.67K
- 17.47%
$11.18 - $18.03 $52.2K - $84.2K
22.1K $256K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.42K
- 55.17%
$106.44 - $113.12 $151K - $160K
1.15K $125K
XLE
Energy Sector Spdr

ETFs
-1.82K
- 79.48%
$85.7 - $93.96 $156K - $171K
469 $43K
ADBE
Adobe Inc.

Technology
-200
- 16.12%
$377.84 - $464.11 $75.6K - $92.8K
1.04K $399K
IWY
Ishares Tr Russell 200 Growth

ETFs
-545
- 35.44%
$210.19 - $243.33 $115K - $133K
993 $209K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.43K
- 10.8%
$60.46 - $64.42 $147K - $157K
20.1K $1.24M
UPST
Upstart Holdings, Inc.

Financial Services
-43
- 0.5%
$46.03 - $88.77 $1.98K - $3.82K
8.62K $396K
IRM
Iron Mountain Inc

Real Estate
-1.2K
- 81.93%
$82.79 - $111.31 $99.1K - $133K
264 $22K
D
Dominion Energy, Inc

Utilities
-2.54K
- 39.47%
$52.85 - $57.43 $134K - $146K
3.9K $218K
BX
Blackstone Inc.

Financial Services
-275
- 10.1%
$136.53 - $186.74 $37.5K - $51.4K
2.45K $342K
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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