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 $808.27 million in total holdings as of December 31, 2024.
Newbridge Financial Services Group, Inc. owns shares of 1,245 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 13.89% 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 1,181 new stocks and bought additional shares in 356 stocks.
Newbridge Financial Services Group, Inc. sold shares of 254 stocks and completely divested from 96 stocks this quarter.

Largest Holdings

NVIDIA: $48,833,471
VanEck Semiconductor ETF: $30,483,939
Amazon.com: $26,667,783
Apple: $26,660,966
CrowdStrike: $26,618,323

Largest New Holdings this Quarter

77926X320 - ROUNDHILL ETF TRUST: $5,415,790 Holding
025072703 - Avantis International Equity ETF: $2,003,878 Holding
025072802 - Avantis International Small Cap Value ETF: $1,869,016 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $1,665,372 Holding
28618M106 - Element Solutions: $1,403,038 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 115,947 shares (about $9.99M)
ROUNDHILL ETF TRUST: 73,335 shares (about $5.42M)
Micron Technology: 3,987 shares (about $4.60M)
JPMorgan Ultra-Short Income ETF: 69,356 shares (about $3.51M)
SANDISK CORP: 1,496 shares (about $3.40M)

Largest Sales this Quarter

Advanced Micro Devices: 6,642 shares (about $3.86M)
Yandex: 9,726 shares (about $2.69M)
Navitas Semiconductor: 146,133 shares (about $2.62M)
BorgWarner: 26,795 shares (about $1.78M)
APi Group: 35,016 shares (about $1.48M)

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	$48,833,471	$738,131 â–²	1.5%	244,058	6.0%	Technology
SMH VanEck Semiconductor ETF	$30,483,939	$900,541 â–¼	-2.9%	46,477	3.8%	ETF
AMZN Amazon.com	$26,667,783	$1,522,988 â–²	6.1%	111,890	3.3%	Consumer Discretionary
AAPL Apple	$26,660,966	$769,984 â–²	3.0%	92,138	3.3%	Technology
CRWD CrowdStrike	$26,618,323	$460,937 â–²	1.8%	34,880	3.3%	Technology
QQQ Invesco QQQ	$20,733,463	$346,110 â–²	1.7%	28,155	2.6%	ETF
MRVL Marvell Technology	$19,361,317	$1,329,182 â–²	7.4%	64,995	2.4%	Technology
AVGO Broadcom	$18,460,173	$1,492,861 â–²	8.8%	48,869	2.3%	Technology
GOOG Alphabet	$18,374,551	$461,095 â–²	2.6%	52,004	2.3%	Communication Services
MSFT Microsoft	$16,448,631	$828,847 â–²	5.3%	44,096	2.0%	Technology
META Meta Platforms	$16,265,710	$2,234,028 â–²	15.9%	28,876	2.0%	Communication Services
MU Micron Technology	$15,651,061	$4,602,167 â–²	41.7%	13,559	1.9%	Technology
IXN iShares Global Tech ETF	$14,972,484	$255,441 â–²	1.7%	103,630	1.9%	ETF
XLK Technology Select Sector SPDR Fund	$14,771,401	$15,623 â–¼	-0.1%	77,532	1.8%	ETF
IVV iShares Core S&P 500 ETF	$14,102,199	$557,168 â–²	4.1%	18,831	1.7%	ETF
VUG Vanguard Growth ETF	$11,908,515	$9,987,678 â–²	520.0%	138,246	1.5%	ETF
AMD Advanced Micro Devices	$11,528,352	$3,858,469 â–¼	-25.1%	19,845	1.4%	Technology
SNOW Snowflake	$11,126,757	$509,510 â–²	4.8%	43,720	1.4%	Technology
TSLA Tesla	$11,084,492	$647,724 â–²	6.2%	26,354	1.4%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$10,260,232	$177,339 â–¼	-1.7%	87,942	1.3%	CL A
VOT Vanguard Mid-Cap Growth ETF	$9,868,918	$385,323 â–²	4.1%	32,220	1.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$9,349,309	$3,507,325 â–²	60.0%	184,879	1.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$8,976,939	$521,860 â–¼	-5.5%	24,547	1.1%	ETF
ORCL Oracle	$8,650,673	$119,291 â–²	1.4%	59,029	1.1%	Technology
IGV iShares Expanded Tech-Software Sector ETF	$7,275,640	$304,960 â–¼	-4.0%	80,305	0.9%	ETF
IOO iShares Global 100 ETF	$7,228,942	$196,156 â–¼	-2.6%	52,921	0.9%	ETF
GE VERNOVA INC	$7,153,707	$2,259,251 â–²	46.2%	6,089	0.9%	COM
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$7,098,057	$155,186 â–¼	-2.1%	115,491	0.9%	ETF
ARM HOLDINGS PLC	$6,812,649	$1,320,407 â–¼	-16.2%	19,214	0.8%	SPONSORED ADS
COREWEAVE INC	$6,773,498	$236,806 â–¼	-3.4%	68,048	0.8%	COM CL A
LLY Eli Lilly and Company	$6,042,781	$175,118 â–¼	-2.8%	5,038	0.7%	Healthcare
CSCO Cisco Systems	$5,961,142	$32,184 â–²	0.5%	50,750	0.7%	Technology
BRK.B Berkshire Hathaway	$5,757,321	$615,962 â–²	12.0%	11,506	0.7%	Finance
QYLD Global X Nasdaq 100 Covered Call ETF	$5,593,899	$27,424 â–¼	-0.5%	303,521	0.7%	ETF
NFLX Netflix	$5,544,734	$1,124,198 â–²	25.4%	77,657	0.7%	Communication Services
GOOGL Alphabet	$5,543,074	$266,236 â–²	5.0%	15,511	0.7%	Communication Services
NOW ServiceNow	$5,540,519	$2,436,133 â–²	78.5%	55,807	0.7%	Technology
UBER Uber Technologies	$5,498,087	$838,571 â–²	18.0%	76,193	0.7%	Industrials
GE GE Aerospace	$5,493,632	$111,375 â–¼	-2.0%	14,699	0.7%	Industrials
NET Cloudflare	$5,474,208	$893,808 â–¼	-14.0%	22,318	0.7%	Technology
WALMART INC	$5,443,879	$16,423 â–²	0.3%	48,065	0.7%	COM
ROUNDHILL ETF TRUST	$5,415,790	$5,415,790 â–²	New Holding	73,335	0.7%	MEMORY ETF
IBM International Business Machines	$5,378,541	$627,956 â–²	13.2%	19,126	0.7%	Technology
XYLD Global X S&P 500 Covered Call ETF	$5,318,030	$74,442 â–¼	-1.4%	130,376	0.7%	ETF
MO Altria Group	$5,005,592	$772,892 â–²	18.3%	69,570	0.6%	Consumer Staples
YNDX Yandex	$4,953,385	$2,686,029 â–¼	-35.2%	17,936	0.6%	Technology
SPYI NEOS S&P 500 High Income ETF	$4,357,360	$126,354 â–²	3.0%	82,075	0.5%	ETF
NEOS ETF TRUST	$3,893,362	$175,766 â–²	4.7%	68,557	0.5%	NASDAQ 100 HIGH
KURV ETF TR	$3,733,657	$396,663 â–²	11.9%	122,939	0.5%	TECH TIT SEL ETF
HD Home Depot	$3,716,858	$923,660 â–²	33.1%	10,539	0.5%	Consumer Discretionary
INTC Intel	$3,712,622	$3,219,449 â–²	652.8%	26,589	0.5%	Technology
JEPI JPMorgan Equity Premium Income ETF	$3,708,013	$24,512 â–¼	-0.7%	65,652	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$3,647,160	$48,539 â–²	1.3%	4,884	0.5%	ETF
COST Costco Wholesale	$3,484,594	$135,642 â–¼	-3.7%	3,725	0.4%	Consumer Staples
COIN Coinbase Global	$3,482,197	$1,392,879 â–²	66.7%	23,820	0.4%	Finance
SANDISK CORP	$3,474,259	$3,401,500 â–²	4,675.0%	1,528	0.4%	COM
DELL Dell Technologies	$3,351,577	$2,964,126 â–²	765.0%	7,768	0.4%	Technology
IWF iShares Russell 1000 Growth ETF	$3,344,504	$2,509,589 â–²	300.6%	26,935	0.4%	ETF
SDIV Global X SuperDividend ETF	$3,301,482	$51,226 â–¼	-1.5%	135,085	0.4%	ETF
MCD McDonald's	$3,216,323	$957,680 â–²	42.4%	11,899	0.4%	Consumer Discretionary
KO CocaCola	$3,080,062	$36,247 â–²	1.2%	37,899	0.4%	Consumer Staples
PANW Palo Alto Networks	$3,063,724	$101,624 â–²	3.4%	8,984	0.4%	Technology
CEG Constellation Energy	$2,946,205	$1,348,171 â–²	84.4%	11,862	0.4%	Utilities
NEE NextEra Energy	$2,941,144	$2,114,622 â–²	255.8%	33,510	0.4%	Utilities
ASTERA LABS INC	$2,803,931	$870,402 â–¼	-23.7%	5,805	0.3%	COM
NI NiSource	$2,758,499	$131,475 â–²	5.0%	58,013	0.3%	Utilities
NLY Annaly Capital Management	$2,662,438	$202,538 â–²	8.2%	119,071	0.3%	Finance
SHOPIFY INC	$2,620,279	$1,483,862 â–²	130.6%	22,949	0.3%	CL A SUB VTG SHS
JPM JPMorgan Chase & Co.	$2,592,016	$1,298,136 â–²	100.3%	7,919	0.3%	Finance
BE Bloom Energy	$2,513,924	$1,690,883 â–²	205.4%	8,305	0.3%	Industrials
UNH UnitedHealth Group	$2,496,602	$177,883 â–¼	-6.7%	6,007	0.3%	Healthcare
ARISTA NETWORKS INC	$2,441,345	$496,050 â–²	25.5%	14,371	0.3%	COM SHS
HNDL Strategy Shares Nasdaq 7HANDL Index ETF	$2,430,836	$21,906 â–²	0.9%	106,418	0.3%	ETF
ABBV AbbVie	$2,281,449	$83,296 â–²	3.8%	9,066	0.3%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$2,251,496	$558,337 â–²	33.0%	4,714	0.3%	Technology
RYLD Global X Russell 2000 Covered Call ETF	$2,172,762	$23,953 â–¼	-1.1%	135,883	0.3%	ETF
XOM ExxonMobil	$2,170,702	$36,778 â–²	1.7%	15,877	0.3%	Energy
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$2,142,257	$16,003 â–²	0.8%	104,145	0.3%	ETF
SNPS Synopsys	$2,108,721	$78,068 â–¼	-3.6%	4,727	0.3%	Technology
CNP CenterPoint Energy	$2,082,358	$39,945 â–¼	-1.9%	47,283	0.3%	Utilities
CDNS Cadence Design Systems	$2,032,858	$32,655 â–¼	-1.6%	5,416	0.3%	Technology
AVDE Avantis International Equity ETF	$2,003,878	$2,003,878 â–²	New Holding	22,465	0.2%	ETF
VST Vistra	$1,996,585	$1,290,182 â–²	182.6%	12,586	0.2%	Utilities
ET Energy Transfer	$1,992,510	$159,365 â–²	8.7%	104,211	0.2%	Energy
JNJ Johnson & Johnson	$1,969,938	$111,233 â–²	6.0%	7,757	0.2%	Healthcare
GLW Corning	$1,913,683	$1,583,412 â–²	479.4%	7,492	0.2%	Technology
VTRS Viatris	$1,893,107	$1,875,131 â–²	10,431.2%	119,213	0.2%	Healthcare
AVDV Avantis International Small Cap Value ETF	$1,869,016	$1,869,016 â–²	New Holding	18,137	0.2%	ETF
BA Boeing	$1,762,847	$101,736 â–²	6.1%	8,144	0.2%	Industrials
PG Procter & Gamble	$1,700,919	$18,330 â–²	1.1%	11,599	0.2%	Consumer Staples
ETN Eaton	$1,687,541	$1,180,426 â–²	232.8%	3,960	0.2%	Industrials
IDV iShares International Select Dividend ETF	$1,683,535	$84,226 â–¼	-4.8%	40,636	0.2%	ETF
MRK Merck & Co., Inc.	$1,677,481	$1,303,408 â–²	348.4%	13,054	0.2%	Healthcare
SPACE EXPLORATION TECHN CORP	$1,665,372	$1,665,372 â–²	New Holding	9,747	0.2%	CLASS A COM STK
ASML ASML	$1,660,410	$1,330,317 â–²	403.0%	835	0.2%	Technology
APG APi Group	$1,658,542	$1,482,918 â–¼	-47.2%	39,163	0.2%	Industrials
MDGL Madrigal Pharmaceuticals	$1,643,604	$223,908 â–¼	-12.0%	3,061	0.2%	Healthcare
ARCC Ares Capital	$1,633,478	$658,409 â–²	67.5%	88,153	0.2%	Finance
JCI Johnson Controls International	$1,630,970	$30,974 â–¼	-1.9%	11,163	0.2%	Industrials
GOLDMAN SACHS ETF TR	$1,531,458	$148,276 â–²	10.7%	25,821	0.2%	NASDA 100 ETF

Showing largest 100 holdings. View all holdings.

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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

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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