Newbridge Financial Services Group, Inc. Portfolio Holdings

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$11,000 0.0% of portfolio
1,098
Q2 2025 New
$0
$16,000 0.0% of portfolio
1,386
Q2 2025 New
$0
$17,000 0.0% of portfolio
1,500
Q2 2025 New
$0
$23,000 0.0% of portfolio
2,872
Q2 2025 New
$0
$14,000 0.0% of portfolio
1,061
Q2 2025 New
$0
$19,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$0 0.0% of portfolio
20
Q2 2025 New
$0
$14,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$13,000 0.0% of portfolio
2,155
Q2 2025 New
$0
$0 0.0% of portfolio
14,362
Q2 2025 Added 87.74%
$0
$15,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$13,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$3,000 0.0% of portfolio
432
Q2 2025 New
$38.1M
$2,000 0.0% of portfolio
1,500
Q4 2024 New
$0
$12,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$21,000 0.0% of portfolio
1,500
Q2 2025 New
$0
$21,000 0.0% of portfolio
1,500
Q2 2025 New
$0
$28,000 0.0% of portfolio
1,874
Q2 2025 New
$0
$19,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$7,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$0 0.0% of portfolio
494
Q1 2025 Added 147.0%
$0
$27,000 0.0% of portfolio
1,200
Q2 2025 New
$0
$6,000 0.0% of portfolio
1,000
Q2 2025 New
$0
$11,000 0.0% of portfolio
2,000
Q2 2025 New
$0
$4,000 0.0% of portfolio
1,100
Q2 2025 New
$0
$4,000 0.0% of portfolio
1,238
Q2 2025 New
$33.5M
$0 0.0% of portfolio
1
Q4 2024 New
$0
$0 0.0% of portfolio
1,500
Q2 2021 New
$0
$14,000 0.0% of portfolio
2,500
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,321
  • Current Value $575 Million
  • Prior Value $391 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 19, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 348 stocks
  • Additional Purchases 337 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 209 stocks
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