Newbridge Financial Services Group, Inc. has filed its 13F form on September 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $262 Million distributed in 1093 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.9M, Apple Inc. with a value of $12.5M, Amazon Com Inc with a value of $12.4M, Microsoft Corp with a value of $10.9M, and Tesla, Inc. with a value of $5.77M.

Examining the 13F form we can see an increase of $38.7M in the current position value, from $224M to 262M. Also it can be appreciated an additional of 92 stocks purchases and 5 closed positions.

Below you can find more details about Newbridge Financial Services Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $262 Million
Technology: $85.2 Million
ETFs: $79.2 Million
Consumer Cyclical: $27.5 Million
Healthcare: $14.9 Million
Communication Services: $13.4 Million
Industrials: $9.5 Million
Financial Services: $8.79 Million
Energy: $8.06 Million
Other: $15.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,093
  • Current Value $262 Million
  • Prior Value $224 Million
  • Filing
  • Period Q2 2024
  • Filing Date September 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 92 stocks
  • Additional Purchases 235 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 337 stocks
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