Newbridge Financial Services Group, Inc. Portfolio Holdings

Newbridge Financial Services Group, Inc.

  • $617 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.1B
$2.76 Million 0.45% of portfolio
30,772
Q3 2025 Added 52.22%
$0
$2.73 Million 0.44% of portfolio
4,091
Q3 2025 Reduced 8.85%
$301B
$2.68 Million 0.43% of portfolio
7,762
Q3 2025 Added 21.3%
$146B
$2.59 Million 0.42% of portfolio
77,153
Q3 2025 Added 1,034.1%
$308B
$2.4 Million 0.39% of portfolio
36,239
Q3 2025 Reduced 4.31%
$0
$2.42 Million 0.39% of portfolio
97,756
Q3 2025 Added 1.26%
$17.4B
$2.42 Million 0.39% of portfolio
55,851
Q3 2025 Added 21.34%
$0
$2.36 Million 0.38% of portfolio
115,583
Q3 2025 Reduced 9.68%
$521B
$2.36 Million 0.38% of portfolio
4,155
Q3 2025 Reduced 0.95%
$411B
$2.24 Million 0.36% of portfolio
9,674
Q3 2025 Added 0.32%
$0
$2.2 Million 0.36% of portfolio
98,884
Q3 2025 Added 0.79%
$0
$2.07 Million 0.34% of portfolio
95,434
Q3 2025 Added 6.48%
$497B
$2.01 Million 0.33% of portfolio
17,845
Q3 2025 Reduced 3.13%
$0
$2.05 Million 0.33% of portfolio
135,990
Q3 2025 Reduced 4.92%
$20.5B
$2 Million 0.32% of portfolio
26,123
Q3 2025 Added 18.3%
$270B
$2 Million 0.32% of portfolio
2,506
Q3 2025 Reduced 22.39%
$891B
$1.85 Million 0.3% of portfolio
5,856
Q3 2025 Reduced 37.19%
$36.7B
$1.78 Million 0.29% of portfolio
21,264
Q3 2025 New
$309B
$1.74 Million 0.28% of portfolio
11,193
Q3 2025 Reduced 0.6%
$0
$1.7 Million 0.28% of portfolio
25,023
Q3 2025 Reduced 1.56%
$21.2B
$1.67 Million 0.27% of portfolio
3,084
Q3 2025 Added 88.74%
$9.05B
$1.67 Million 0.27% of portfolio
3,642
Q3 2025 Added 1.85%
$174B
$1.68 Million 0.27% of portfolio
11,272
Q3 2025 Reduced 31.66%
$102B
$1.61 Million 0.26% of portfolio
11,250
Q3 2025 Added 71.76%
$25B
$1.48 Million 0.24% of portfolio
38,018
Q3 2025 Added 96.13%
$23.2B
$1.51 Million 0.24% of portfolio
30,715
Q3 2025 Added 90.84%
$0
$1.49 Million 0.24% of portfolio
7,512
Q3 2025 Reduced 0.98%
$69.4B
$1.45 Million 0.23% of portfolio
17,688
Q3 2025 Added 1,104.08%
$8.73B
$1.33 Million 0.22% of portfolio
38,838
Q3 2025 New
$170B
$1.38 Million 0.22% of portfolio
9,527
Q3 2025 Added 5.18%
$94.5B
$1.28 Million 0.21% of portfolio
10,349
Q3 2025 Reduced 4.83%
$61.4B
$1.3 Million 0.21% of portfolio
6,379
Q3 2025 Reduced 3.29%
$0
$1.29 Million 0.21% of portfolio
2,776
Q3 2025 Reduced 1.46%
$16.1B
$1.3 Million 0.21% of portfolio
16,960
Q3 2025 Added 15.68%
$0
$1.28 Million 0.21% of portfolio
14,855
Q3 2025 Reduced 2.63%
$123B
$1.25 Million 0.2% of portfolio
4,434
Q3 2025 Reduced 8.16%
$20B
$1.16 Million 0.19% of portfolio
13,759
Q3 2025 New
$0
$1.16 Million 0.19% of portfolio
17,018
Q3 2025 Reduced 7.49%
$0
$1.16 Million 0.19% of portfolio
29,296
Q3 2025 Added 31.47%
$0
$1.16 Million 0.19% of portfolio
18,643
Q3 2025 Added 271.0%
$52.5B
$1.12 Million 0.18% of portfolio
65,538
Q3 2025 Reduced 9.98%
$4.67B
$1.11 Million 0.18% of portfolio
19,338
Q3 2025 Added 175.55%
$0
$1.05 Million 0.17% of portfolio
9,382
Q3 2025 Reduced 3.07%
$0
$1.03 Million 0.17% of portfolio
17,854
Q3 2025 Reduced 3.68%
$0
$997,000 0.16% of portfolio
17,558
Q3 2025 Reduced 3.7%
$116B
$983,000 0.16% of portfolio
4,555
Q3 2025 Reduced 31.05%
$0
$978,000 0.16% of portfolio
189,582
Q3 2025 Added 230.07%
$218M
$1.01 Million 0.16% of portfolio
11,407
Q3 2025 Added 0.72%
$0
$975,000 0.16% of portfolio
13,826
Q3 2025 Reduced 5.51%

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
Track This Portfolio

Track Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email