Newbridge Financial Services Group, Inc. has filed its 13F form on August 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $575 Million distributed in 1321 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $42.8M, Jp Morgan ETF Tr Ultra Short I with a value of $18.4M, Amazon Com Inc with a value of $18.2M, Microsoft Corp with a value of $16.9M, and Apple Inc. with a value of $16.3M.
Examining the 13F form we can see an increase of $184M in the current position value, from $391M to 575M.
Also it can be appreciated an additional of 348 stocks purchases and 1 closed positions.
Below you can find more details about Newbridge Financial Services Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$575 Million
ETFs: $184 Million
Technology: $174 Million
Communication Services: $45.2 Million
Financial Services: $43.3 Million
Consumer Cyclical: $38.8 Million
Consumer Defensive: $24.4 Million
Industrials: $19.9 Million
Healthcare: $17 Million
Other: $26.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions