Newbridge Financial Services Group, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $617 Million distributed in 1288 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $49.5M, Apple Inc. with a value of $21.3M, Amazon Com Inc with a value of $18.7M, Microsoft Corp with a value of $18M, and Meta Platforms, Inc. with a value of $17.5M.

Examining the 13F form we can see an increase of $42M in the current position value, from $575M to 617M. Also it can be appreciated an additional of 93 stocks purchases and 2 closed positions.

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

Portfolio value $617 Million
Technology: $207 Million
ETFs: $180 Million
Communication Services: $54.4 Million
Financial Services: $47.8 Million
Consumer Cyclical: $40.3 Million
Industrials: $21.5 Million
Consumer Defensive: $20 Million
Healthcare: $19.3 Million
Other: $25.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 1,288
  • Current Value $617 Million
  • Prior Value $575 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 93 stocks
  • Additional Purchases 312 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 311 stocks
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