Newbridge Financial Services Group, Inc. Top Holdings and 13F Report (2025) About Newbridge Financial Services Group, Inc.Investment ActivityNewbridge Financial Services Group, Inc. has $412.02 million in total holdings as of December 31, 2024.Newbridge Financial Services Group, Inc. owns shares of 1,045 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 18.44% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Newbridge Financial Services Group, Inc. has purchased 1,136 new stocks and bought additional shares in 246 stocks.Newbridge Financial Services Group, Inc. sold shares of 298 stocks and completely divested from 146 stocks this quarter.Largest Holdings NVIDIA $28,080,798Apple $18,118,289Amazon.com $15,839,145Microsoft $12,389,364Meta Platforms $9,944,062 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $1,366,522 Holding892672106 - Tradeweb Markets $577,806 Holding441593100 - Houlihan Lokey $551,846 Holding47103U753 - Janus Henderson B-BBB CLO ETF $217,409 Holding38149W622 - GOLDMAN SACHS ETF TR $214,965 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 51,315 shares (about $2.66M)Global X Nasdaq 100 Covered Call ETF 158,528 shares (about $2.64M)Global X S&P 500 Covered Call ETF 65,759 shares (about $2.60M)Technology Select Sector SPDR Fund 11,129 shares (about $2.30M)Invesco QQQ 4,670 shares (about $2.19M) Largest Sales this Quarter Advanced Micro Devices 17,968 shares (about $1.85M)FOX 17,968 shares (about $1.02M)Energy Transfer 47,363 shares (about $880.47K)FedEx 3,483 shares (about $850.41K)Micron Technology 8,413 shares (about $730.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNewbridge Financial Services Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$28,080,798$168,097 ▲0.6%259,0966.8%Computer and TechnologyAAPLApple$18,118,289$104,401 ▲0.6%81,5664.4%Computer and TechnologyAMZNAmazon.com$15,839,145$1,215,191 ▲8.3%83,2503.8%Retail/WholesaleMSFTMicrosoft$12,389,364$965,878 ▲8.5%33,0043.0%Computer and TechnologyMETAMeta Platforms$9,944,062$2,153,884 ▲27.6%17,2532.4%Computer and TechnologyQQQInvesco QQQ$9,488,532$2,189,842 ▲30.0%20,2352.3%FinanceCRWDCrowdStrike$9,128,296$1,633,151 ▲21.8%25,8902.2%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$8,870,098$2,636,317 ▲42.3%533,3802.2%ManufacturingXYLDGlobal X S&P 500 Covered Call ETF$8,752,034$2,596,818 ▲42.2%221,6272.1%ETFSMHVanEck Semiconductor ETF$8,092,195$1,529,367 ▲23.3%38,2662.0%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$7,963,435$2,657,085 ▲50.1%153,7941.9%ETFIVViShares Core S&P 500 ETF$7,329,175$1,645,749 ▲29.0%13,0441.8%ETFPALANTIR TECHNOLOGIES INC$6,977,770$168,040 ▲2.5%82,6751.7%CL AAVGOBroadcom$6,768,737$1,733,749 ▲34.4%40,4271.6%Computer and TechnologyTSLATesla$6,747,749$1,223,494 ▲22.1%26,0371.6%Auto/Tires/TrucksGOOGAlphabet$6,139,074$1,256,093 ▲25.7%39,2951.5%Computer and TechnologyVUGVanguard Growth ETF$5,830,657$1,374,602 ▲30.8%15,7241.4%ETFIXNiShares Global Tech ETF$5,534,711$1,470,040 ▲36.2%73,0751.3%ETFCRMSalesforce$5,416,071$1,223,997 ▲29.2%20,1821.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$5,388,484$1,925,574 ▲55.6%21,4021.3%ETFXLKTechnology Select Sector SPDR Fund$5,249,909$2,297,893 ▲77.8%25,4261.3%ETFIOOiShares Global 100 ETF$5,150,820$999,775 ▲24.1%53,4931.3%ETFVOTVanguard Mid-Cap Growth ETF$5,126,135$1,666,716 ▲48.2%20,9541.2%ETFLLYEli Lilly and Company$5,077,118$691,321 ▲15.8%6,1471.2%MedicalARM HOLDINGS PLC$4,970,647$2,176,380 ▲77.9%46,5461.2%SPONSORED ADSJEPIJPMorgan Equity Premium Income ETF$4,768,331$256,558 ▲5.7%83,4501.2%ETFWMTWalmart$4,481,800$949,719 ▲26.9%51,0511.1%Retail/WholesaleTAT&T$4,435,044$1,209,198 ▲37.5%156,8261.1%Computer and TechnologyCOSTCostco Wholesale$4,139,564$127,677 ▲3.2%4,3771.0%Retail/WholesaleORCLOracle$4,020,087$2,182,009 ▲118.7%28,7541.0%Computer and TechnologyNFLXNetflix$3,464,349$1,406,255 ▲68.3%3,7150.8%Consumer DiscretionaryHDHome Depot$3,444,406$603,999 ▲21.3%9,3980.8%Retail/WholesaleKMIKinder Morgan$3,351,435$1,309,322 ▲64.1%117,4710.8%EnergyRYLDGlobal X Russell 2000 Covered Call ETF$2,981,689$425,593 ▲16.7%197,4630.7%ETFAMDAdvanced Micro Devices$2,750,042$1,846,033 ▼-40.2%26,7670.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,733,757$106,519 ▼-3.8%7,5710.7%ETFSPYINEOS S&P 500 High Income ETF$2,689,326$746,226 ▲38.4%56,1560.7%ETFSDIVGlobal X SuperDividend ETF$2,599,796$448,108 ▲20.8%123,9770.6%ETFKOCoca-Cola$2,591,257$678,449 ▲35.5%36,1810.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,339,642$115,807 ▼-4.7%4,1820.6%FinanceIDViShares International Select Dividend ETF$2,302,632$25,933 ▼-1.1%74,2310.6%ETFHNDLStrategy Shares NASDAQ 7 HANDL ETF$2,188,788$203,856 ▲10.3%103,7830.5%ManufacturingXLFFinancial Select Sector SPDR Fund$2,181,724$78,002 ▼-3.5%43,8010.5%ETFABBVAbbVie$2,153,416$134,510 ▼-5.9%10,2780.5%MedicalGOOGLAlphabet$2,027,581$60,462 ▲3.1%13,1120.5%Computer and TechnologyXOMExxon Mobil$1,956,912$111,558 ▼-5.4%16,4540.5%EnergyPFFAVirtus InfraCap U.S. Preferred Stock ETF$1,952,987$376,688 ▲23.9%92,0790.5%ETFPBDCPutnam BDC Income ETF$1,952,814$411,969 ▲26.7%56,3420.5%ETFASMLASML$1,884,993$116,611 ▲6.6%2,8450.5%Computer and TechnologyGEGE Aerospace$1,882,907$1,648,119 ▲702.0%9,4070.5%IndustrialsMSTRStrategy$1,858,765$31,710 ▲1.7%6,4480.5%Computer and TechnologyDELLDell Technologies$1,771,704$261,695 ▲17.3%19,4370.4%Computer and TechnologyIXJiShares Global Healthcare ETF$1,750,562$59,462 ▼-3.3%19,1950.4%ETFBSXBoston Scientific$1,736,851$13,114 ▼-0.7%17,2170.4%MedicalBRK.BBerkshire Hathaway$1,664,845$640,694 ▲62.6%3,1260.4%FinanceARISTA NETWORKS INC$1,662,333$1,507,373 ▲972.8%21,4550.4%COM SHSPGProcter & Gamble$1,650,443$284,589 ▲20.8%9,6850.4%Consumer StaplesSNOWSnowflake$1,620,768$999,734 ▲161.0%11,0890.4%Computer and TechnologyDUKDuke Energy$1,544,522$39,031 ▼-2.5%12,6630.4%UtilitiesNOWServiceNow$1,541,327$1,257,901 ▲443.8%1,9360.4%Computer and TechnologyUBERUber Technologies$1,526,417$1,104,339 ▲261.6%20,9500.4%Computer and TechnologyMDGLMadrigal Pharmaceuticals$1,499,809$107,650 ▲7.7%4,5280.4%MedicalCBChubb$1,470,885$128,940 ▼-8.1%4,8710.4%FinanceDEMWisdomTree Emerging Markets High Dividend Fund$1,460,004$94,427 ▼-6.1%34,6960.4%FinanceJPMJPMorgan Chase & Co.$1,448,150$3,679 ▼-0.3%5,9040.4%FinanceCATCaterpillar$1,428,196$20,120 ▼-1.4%4,3300.3%IndustrialsJPSTJPMorgan Ultra-Short Income ETF$1,402,703$1,139,377 ▲432.7%27,7050.3%ETFGRAYSCALE BITCOIN TRUST ETF$1,395,616$199,746 ▼-12.5%21,4150.3%SHS REP COM UTVTVanguard Total World Stock ETF$1,366,522$1,366,522 ▲New Holding11,7850.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,338,204$108,333 ▲8.8%3,1870.3%FinanceNEOS ETF TRUST$1,300,780$707,425 ▲119.2%27,4250.3%NASDAQ 100 HIGHXSWSPDR S&P Software & Services ETF$1,274,890$41,084 ▲3.3%7,9750.3%ETFOKEONEOK$1,261,182$35,322 ▼-2.7%12,7110.3%EnergyGLWCorning$1,242,094$69,310 ▲5.9%27,1320.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,241,003$150,191 ▼-10.8%20,0870.3%ETFMOAltria Group$1,202,555$165,894 ▼-12.1%20,0360.3%Consumer StaplesMRVLMarvell Technology$1,200,565$831,018 ▲224.9%19,4990.3%Computer and TechnologyGNLGlobal Net Lease$1,151,138$57,454 ▼-4.8%143,1760.3%FinanceVRSKVerisk Analytics$1,150,361$1,139,051 ▲10,071.1%3,8650.3%Business ServicesPANWPalo Alto Networks$1,133,220$108,356 ▼-8.7%6,6410.3%Computer and TechnologyTJXTJX Companies$1,111,636$69,789 ▲6.7%9,1270.3%Retail/WholesaleEBAYeBay$1,110,793$968,964 ▲683.2%16,4000.3%Retail/WholesaleXLGInvesco S&P 500 Top 50 ETF$1,091,272$142,616 ▼-11.6%23,7130.3%ETFNETCloudflare$1,053,426$314,180 ▲42.5%9,3480.3%Computer and TechnologyNLYAnnaly Capital Management$1,024,187$240,936 ▲30.8%50,4280.2%FinanceSBUXStarbucks$1,007,643$626,675 ▲164.5%10,2730.2%Retail/WholesaleTRVTravelers Companies$994,414$44,960 ▼-4.3%3,7600.2%FinanceVDCVanguard Consumer Staples ETF$987,049$969,982 ▲5,683.3%4,5110.2%ETFPEGPublic Service Enterprise Group$945,577$232,588 ▲32.6%11,4890.2%UtilitiesSHOPShopify$942,756$341,293 ▲56.7%9,8780.2%Computer and TechnologyTTTrane Technologies$933,605$135,779 ▲17.0%2,7710.2%ConstructionCVXChevron$913,900$160,765 ▲21.3%5,4630.2%EnergySPGIS&P Global$850,600$23,882 ▼-2.7%1,6740.2%Business ServicesNINiSource$838,320$362,052 ▲76.0%20,9110.2%UtilitiesVZVerizon Communications$831,669$93,985 ▼-10.2%18,3350.2%Computer and TechnologyGSThe Goldman Sachs Group$786,472$253,419 ▲47.5%1,4400.2%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$784,258$11,985 ▼-1.5%9,8810.2%FinanceIJHiShares Core S&P Mid-Cap ETF$743,615$718,875 ▲2,905.7%12,7440.2%ETFXBISPDR S&P Biotech ETF$725,494$132,918 ▼-15.5%8,9460.2%ETFNEENextEra Energy$706,069$121,435 ▲20.8%9,9600.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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