Newbridge Financial Services Group, Inc. Top Holdings and 13F Report (2025)

About Newbridge Financial Services Group, Inc.

Investment Activity

Newbridge Financial Services Group, Inc. has $608.26 million in total holdings as of December 31, 2024.
Newbridge Financial Services Group, Inc. owns shares of 1,182 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 12.36% 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 1,211 new stocks and bought additional shares in 339 stocks.
Newbridge Financial Services Group, Inc. sold shares of 249 stocks and completely divested from 130 stocks this quarter.

Largest Holdings

NVIDIA: $41,920,413
Apple: $22,708,308
Amazon.com: $21,972,485
VanEck Semiconductor ETF: $18,345,647
Invesco QQQ: $15,979,218

Largest New Holdings this Quarter

88025U109 - 10x Genomics: $443,707 Holding
04965M106 - Atour Lifestyle: $287,744 Holding
46428Q109 - iShares Silver Trust: $155,427 Holding
963320106 - Whirlpool: $145,584 Holding
521865204 - Lear: $124,964 Holding

Largest Purchases this Quarter

iShares Expanded Tech-Software Sector ETF: 83,451 shares (about $6.68M)
Advanced Micro Devices: 11,606 shares (about $2.36M)
Oracle: 15,838 shares (about $2.33M)
KURV ETF TR: 92,985 shares (about $2.25M)
Altria Group: 32,257 shares (about $2.13M)

Largest Sales this Quarter

ARM HOLDINGS PLC: 67,207 shares (about $10.17M)
NVIDIA: 29,907 shares (about $5.22M)
Salesforce: 21,268 shares (about $3.97M)
Intel: 70,571 shares (about $3.11M)
Corning: 22,178 shares (about $3.02M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$41,920,413	$5,215,788 â–¼	-11.1%	240,369	6.9%	Computer and Technology
AAPL Apple	$22,708,308	$1,149,919 â–¼	-4.8%	89,477	3.7%	Computer and Technology
AMZN Amazon.com	$21,972,485	$1,621,174 â–²	8.0%	105,500	3.6%	Retail/Wholesale
SMH VanEck Semiconductor ETF	$18,345,647	$140,707 â–¼	-0.8%	47,850	3.0%	Manufacturing
QQQ Invesco QQQ	$15,979,218	$728,401 â–²	4.8%	27,685	2.6%	Finance
MSFT Microsoft	$15,500,474	$2,048,888 â–²	15.2%	41,874	2.5%	Computer and Technology
GOOG Alphabet	$14,543,644	$2,880,100 â–¼	-16.5%	50,699	2.4%	Computer and Technology
META Meta Platforms	$14,252,005	$719,180 â–²	5.3%	24,910	2.3%	Computer and Technology
AVGO Broadcom	$13,902,261	$1,554,359 â–¼	-10.1%	44,917	2.3%	Computer and Technology
CRWD CrowdStrike	$13,381,693	$1,924,721 â–²	16.8%	34,276	2.2%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$13,086,501	$1,064,333 â–²	8.9%	89,462	2.2%	CL A
IVV iShares Core S&P 500 ETF	$11,814,349	$495,775 â–²	4.4%	18,087	1.9%	ETF
XLK Technology Select Sector SPDR Fund	$10,314,890	$201,609 â–²	2.0%	77,614	1.7%	ETF
IXN iShares Global Tech ETF	$10,183,122	$270,818 â–²	2.7%	101,862	1.7%	ETF
VUG Vanguard Growth ETF	$9,739,903	$1,171,898 â–²	13.7%	22,299	1.6%	ETF
TSLA Tesla	$9,224,605	$464,316 â–¼	-4.8%	24,814	1.5%	Auto/Tires/Trucks
ORCL Oracle	$8,564,045	$2,329,938 â–²	37.4%	58,215	1.4%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$7,968,015	$458,337 â–²	6.1%	30,962	1.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$7,850,570	$305,270 â–¼	-3.7%	25,974	1.3%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$6,697,864	$6,680,253 â–²	37,932.3%	83,671	1.1%	ETF
IOO iShares Global 100 ETF	$6,575,572	$246,537 â–¼	-3.6%	54,357	1.1%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$6,552,240	$103,711 â–¼	-1.6%	118,016	1.1%	ETF
SNOW Snowflake	$6,291,969	$1,613,186 â–²	34.5%	41,718	1.0%	Computer and Technology
MRVL Marvell Technology	$5,995,749	$628,666 â–²	11.7%	60,533	1.0%	Computer and Technology
WALMART INC	$5,955,523	$156,593 â–¼	-2.6%	47,920	1.0%	COM
NFLX Netflix	$5,952,839	$2,914,403 â–¼	-32.9%	61,912	1.0%	Consumer Discretionary
JPST JPMorgan Ultra-Short Income ETF	$5,846,606	$1,827,422 â–²	45.5%	115,523	1.0%	ETF
COREWEAVE INC	$5,455,980	$2,108,424 â–²	63.0%	70,427	0.9%	COM CL A
AMD Advanced Micro Devices	$5,388,250	$2,361,008 â–²	78.0%	26,487	0.9%	Computer and Technology
NET Cloudflare	$5,357,040	$329,734 â–²	6.6%	25,962	0.9%	Computer and Technology
QYLD Global X Nasdaq 100 Covered Call ETF	$5,230,899	$41,726 â–¼	-0.8%	305,009	0.9%	Manufacturing
XYLD Global X S&P 500 Covered Call ETF	$5,173,012	$78,221 â–¼	-1.5%	132,201	0.9%	ETF
BRK.B Berkshire Hathaway	$4,923,780	$448,052 â–²	10.0%	10,275	0.8%	Finance
LLY Eli Lilly and Company	$4,768,282	$821,388 â–¼	-14.7%	5,184	0.8%	Medical
UBER Uber Technologies	$4,644,664	$913,295 â–²	24.5%	64,572	0.8%	Computer and Technology
GE GE Aerospace	$4,255,576	$196,931 â–²	4.9%	14,997	0.7%	Aerospace
GOOGL Alphabet	$4,245,989	$394,233 â–¼	-8.5%	14,766	0.7%	Computer and Technology
IBM International Business Machines	$4,094,694	$914,053 â–²	28.7%	16,893	0.7%	Computer and Technology
SPYI NEOS S&P 500 High Income ETF	$3,934,553	$100,468 â–²	2.6%	79,695	0.6%	ETF
CSCO Cisco Systems	$3,916,407	$146,179 â–²	3.9%	50,476	0.6%	Computer and Technology
MO Altria Group	$3,882,045	$2,128,631 â–²	121.4%	58,828	0.6%	Consumer Staples
COST Costco Wholesale	$3,855,819	$38,857 â–²	1.0%	3,870	0.6%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$3,745,744	$3,798 â–²	0.1%	66,086	0.6%	ETF
GE VERNOVA INC	$3,636,210	$1,987,434 â–²	120.5%	4,166	0.6%	COM
ARM HOLDINGS PLC	$3,470,061	$10,167,076 â–¼	-74.6%	22,938	0.6%	SPONSORED ADS
SDIV Global X SuperDividend ETF	$3,465,200	$38,117 â–²	1.1%	137,181	0.6%	ETF
NOW ServiceNow	$3,269,174	$1,399,506 â–¼	-30.0%	31,269	0.5%	Computer and Technology
NEOS ETF TRUST	$3,252,798	$186,536 â–²	6.1%	65,462	0.5%	NASDAQ 100 HIGH
MU Micron Technology	$3,233,916	$1,702,097 â–²	111.1%	9,572	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,134,138	$104,710 â–¼	-3.2%	4,819	0.5%	Finance
APG APi Group	$3,005,733	$245,997 â–²	8.9%	74,179	0.5%	Business Services
YNDX Yandex	$2,870,209	$1,119,467 â–¼	-28.1%	27,662	0.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$2,867,051	$46,050 â–¼	-1.6%	6,724	0.5%	ETF
KO CocaCola	$2,848,313	$16,275 â–¼	-0.6%	37,453	0.5%	Consumer Staples
KURV ETF TR	$2,654,652	$2,246,517 â–²	550.4%	109,878	0.4%	TECHNOLOGY TITAN
XOM ExxonMobil	$2,648,039	$1,122,465 â–¼	-29.8%	15,608	0.4%	Energy
HD Home Depot	$2,604,864	$54,268 â–²	2.1%	7,920	0.4%	Retail/Wholesale
MCD McDonald's	$2,597,001	$1,240,071 â–²	91.4%	8,356	0.4%	Retail/Wholesale
NI NiSource	$2,577,853	$52,912 â–¼	-2.0%	55,248	0.4%	Utilities
COIN Coinbase Global	$2,495,526	$1,949,521 â–²	357.1%	14,292	0.4%	Finance
NLY Annaly Capital Management	$2,326,781	$276,347 â–²	13.5%	110,013	0.4%	Finance
HNDL Strategy Shares Nasdaq 7HANDL Index ETF	$2,303,222	$37,325 â–²	1.6%	105,459	0.4%	Manufacturing
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$2,104,562	$22,050 â–²	1.1%	103,367	0.3%	ETF
CNP CenterPoint Energy	$2,079,888	$57,274 â–¼	-2.7%	48,190	0.3%	Utilities
RYLD Global X Russell 2000 Covered Call ETF	$2,053,850	$19,659 â–¼	-0.9%	137,381	0.3%	ETF
CVX Chevron	$1,973,418	$83,588 â–¼	-4.1%	9,538	0.3%	Energy
SNPS Synopsys	$1,943,545	$1,708,432 â–²	726.6%	4,902	0.3%	Computer and Technology
ABBV AbbVie	$1,899,845	$26,535 â–²	1.4%	8,735	0.3%	Medical
ISHARES BITCOIN TRUST ETF	$1,852,958	$81,412 â–¼	-4.2%	48,229	0.3%	SHS BEN INT
ET Energy Transfer	$1,850,408	$143,380 â–²	8.4%	95,876	0.3%	Energy
DUK Duke Energy	$1,845,822	$512,357 â–²	38.4%	14,097	0.3%	Utilities
MDGL Madrigal Pharmaceuticals	$1,820,629	$36,643 â–¼	-2.0%	3,478	0.3%	Medical
IDV iShares International Select Dividend ETF	$1,815,976	$161,258 â–¼	-8.2%	42,669	0.3%	ETF
NVTS Navitas Semiconductor	$1,797,604	$632,299 â–²	54.3%	204,972	0.3%	Computer and Technology
CEG Constellation Energy	$1,796,578	$1,547,224 â–²	620.5%	6,434	0.3%	Energy
JNJ Johnson & Johnson	$1,789,014	$130,772 â–²	7.9%	7,319	0.3%	Medical
UNH UnitedHealth Group	$1,741,319	$446,492 â–¼	-20.4%	6,435	0.3%	Medical
TJX TJX Companies	$1,699,142	$32,897 â–¼	-1.9%	10,640	0.3%	Retail/Wholesale
PG Procter & Gamble	$1,657,363	$20,800 â–²	1.3%	11,474	0.3%	Consumer Staples
CDNS Cadence Design Systems	$1,529,119	$1,518,560 â–²	14,381.6%	5,503	0.3%	Computer and Technology
BA Boeing	$1,527,279	$384,507 â–²	33.6%	7,674	0.3%	Aerospace
RTX RTX	$1,501,707	$466,040 â–²	45.0%	7,785	0.2%	Aerospace
JCI Johnson Controls International	$1,489,540	$18,071 â–¼	-1.2%	11,375	0.2%	Construction
VZ Verizon Communications	$1,459,864	$83,934 â–²	6.1%	29,081	0.2%	Computer and Technology
BWA BorgWarner	$1,455,155	$891,715 â–²	158.3%	26,818	0.2%	Auto/Tires/Trucks
ARISTA NETWORKS INC	$1,405,954	$379,759 â–²	37.0%	11,451	0.2%	COM SHS
PANW Palo Alto Networks	$1,392,540	$37,836 â–²	2.8%	8,686	0.2%	Computer and Technology
MSTR Strategy	$1,369,430	$246,480 â–²	21.9%	10,973	0.2%	Computer and Technology
GLD SPDR Gold Shares	$1,293,452	$130,808 â–²	11.3%	3,006	0.2%	Finance
CB Chubb	$1,263,016	$104,627 â–¼	-7.7%	3,875	0.2%	Finance
WM Waste Management	$1,236,169	$11,718 â–¼	-0.9%	5,380	0.2%	Business Services
TSM Taiwan Semiconductor Manufacturing	$1,198,194	$886,900 â–²	284.9%	3,545	0.2%	Computer and Technology
SHOPIFY INC	$1,180,625	$55,396 â–²	4.9%	9,953	0.2%	CL A SUB VTG SHS
JPM JPMorgan Chase & Co.	$1,162,959	$1,450,389 â–¼	-55.5%	3,953	0.2%	Finance
GOLDMAN SACHS ETF TR	$1,154,135	$203,796 â–²	21.4%	23,321	0.2%	NASDAQ-100 PREMI
GS The Goldman Sachs Group	$1,137,515	$553,111 â–¼	-32.7%	1,345	0.2%	Finance
GOLDMAN SACHS ETF TR	$1,124,507	$157,427 â–²	16.3%	22,472	0.2%	S&P 500 PREMIUM
GILD Gilead Sciences	$1,102,315	$1,066,496 â–²	2,977.4%	7,909	0.2%	Medical
T AT&T	$1,095,881	$18,235 â–¼	-1.6%	37,802	0.2%	Computer and Technology
ALCC AltC Acquisition	$1,089,195	$412,043 â–²	60.8%	21,964	0.2%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Newbridge Financial Services Group, Inc. Top Holdings and 13F Report (2025)

About Newbridge Financial Services Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Newbridge Financial Services Group, Inc. Top Holdings and 13F Report (2025)

About Newbridge Financial Services Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNewbridge Financial Services Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools