Newbridge Financial Services Group, Inc. ETFs

Newbridge Financial Services Group, Inc.

$372 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VYM Vanguard Whitehall Fds (Vangua	$0	$53,000 0.01% of portfolio	416	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$52,000 0.01% of portfolio	740	Q2 2024 New
CLOU Global X Fds Cloud Computing E	$0	$51,000 0.01% of portfolio	2,150	Q4 2022 Added 16.22%
DVY Ishares Tr	$0	$51,000 0.01% of portfolio	393	Q4 2024 New
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$50,000 0.01% of portfolio	306	Q2 2024 New
FNDX Schwab Fundamental U S Large C	$0	$49,000 0.01% of portfolio	2,100	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$48,000 0.01% of portfolio	261	Q4 2024 New
JXI Ishares Tr Global Utils ETF	$0	$48,000 0.01% of portfolio	750	Q4 2024 New
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$48,000 0.01% of portfolio	704	Q4 2024 Reduced 68.03%
SMIN Ishares Msci India Small Cap I	$0	$47,000 0.01% of portfolio	619	Q3 2024 Reduced 10.16%
IGLB Ishares 10+ Year Investment Gr	$0	$45,000 0.01% of portfolio	915	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$44,000 0.01% of portfolio	600	Q4 2024 New
DIV Global X Superdividend Us ETF	$0	$43,000 0.01% of portfolio	2,520	Q4 2024 New
XRMI Global X Fds S&P 500 Risk Mana	$0	$42,000 0.01% of portfolio	2,206	Q4 2024 Added 0.27%
DJIA Global X Fds Dow 30 Covered Ca	$0	$42,000 0.01% of portfolio	1,900	Q4 2023 Added 35.71%
IVOV Vanguard S&P Mid Cap 400 Value	$0	$42,000 0.01% of portfolio	444	Q4 2024 New
DHS Wisdomtree Tr U.S	$0	$42,000 0.01% of portfolio	459	Q4 2024 Reduced 18.04%
FSTA Fidelity Covington Tr Msci Con	$0	$41,000 0.01% of portfolio	843	Q4 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$40,000 0.01% of portfolio	625	Q4 2024 New
IAU Ishares Gold Trust	$50B	$40,000 0.01% of portfolio	813	Q4 2024 New
DWAS Invesco ETF Tr Ii Dwa Smallcap	$0	$39,000 0.01% of portfolio	430	Q3 2020 New
EZM Wisdomtree U.S. Midcap Fund	$0	$39,000 0.01% of portfolio	632	Q4 2022 New
SKYY First Trust Cloud Computing Et	$0	$38,000 0.01% of portfolio	326	Q3 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$38,000 0.01% of portfolio	3,325	Q3 2024 Reduced 50.25%
VONG Vanguard Russell 1000 Growth E	$0	$38,000 0.01% of portfolio	371	Q4 2024 Reduced 43.1%
SHYG Ishares 0 5 Year High Yield CO	$0	$37,000 0.01% of portfolio	873	Q4 2024 Added 2.34%
IYF Ishares Tr	$0	$36,000 0.01% of portfolio	334	Q4 2024 New
EMB Ishares Tr	$0	$36,000 0.01% of portfolio	407	Q4 2024 New
MUST Columbia ETF Tr I Multi Sector	$0	$35,000 0.01% of portfolio	1,765	Q4 2022 New
FXY Invesco Currency Shares Japanese Yen Trust	$129M	$35,000 0.01% of portfolio	600	Q4 2024 Reduced 62.5%
SCHX Schwab Strategic Tr Us Large C	$0	$35,000 0.01% of portfolio	1,533	Q4 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$34,000 0.01% of portfolio	1,660	Q1 2024 New
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$34,000 0.01% of portfolio	642	Q4 2024 Added 18.45%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$33,000 0.01% of portfolio	1,000	Q4 2022 Reduced 28.57%
GOVZ Ishares 25+ Year Treasury Stri	$0	$33,000 0.01% of portfolio	3,438	Q3 2024 Added 73.99%
AGG Ishares Core U.S. Aggregate Bo	$0	$32,000 0.01% of portfolio	340	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$32,000 0.01% of portfolio	249	Q4 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$32,000 0.01% of portfolio	312	Q4 2024 Reduced 64.79%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$32,000 0.01% of portfolio	946	Q4 2024 Reduced 14.54%
PSCH Invesco S&P Smallcap Health Ca	$0	$31,000 0.01% of portfolio	705	Q4 2024 New
IEFA Ishares Tr	$0	$31,000 0.01% of portfolio	448	Q4 2024 Reduced 2.61%
IMTB Ishares Tr	$0	$31,000 0.01% of portfolio	744	Q4 2023 New
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$30,000 0.01% of portfolio	500	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$30,000 0.01% of portfolio	518	Q4 2024 New
XITK Spdr Ser Tr Factset Innovative	$0	$29,000 0.01% of portfolio	172	Q2 2024 New
IXC Ishares Tr Global Energy ETF	$0	$27,000 0.01% of portfolio	732	Q4 2024 New
HDV Ishares Core High Dividend ETF	$0	$27,000 0.01% of portfolio	241	Q3 2024 Added 0.42%
VWO Vanguard Ftse Emerging Mkts Et	$0	$27,000 0.01% of portfolio	626	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$26,000 0.01% of portfolio	424	Q4 2024 New
SLV I Shares Silver Trust	$16.2B	$26,000 0.01% of portfolio	1,010	Q4 2024 Reduced 56.56%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.