Newbridge Financial Services Group, Inc. Top Holdings and 13F Report (2025) About Newbridge Financial Services Group, Inc.Investment ActivityNewbridge Financial Services Group, Inc. has $389.51 million in total holdings as of December 31, 2024.Newbridge Financial Services Group, Inc. owns shares of 1,136 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 26.97% of the portfolio was purchased this quarter.About 3.96% of the portfolio was sold this quarter.This quarter, Newbridge Financial Services Group, Inc. has purchased 662 new stocks and bought additional shares in 182 stocks.Newbridge Financial Services Group, Inc. sold shares of 145 stocks and completely divested from 72 stocks this quarter.Largest Holdings NVIDIA $34,585,736Apple $20,307,987Amazon.com $16,862,974Microsoft $12,826,462Tesla $8,608,253 Largest New Holdings this Quarter Apple $20,307,987 HoldingMicroStrategy $1,835,612 HoldingGRAYSCALE BITCOIN TRUST ETF $1,812,010 HoldingPalo Alto Networks $1,323,941 HoldingONEOK $1,311,951 Holding Largest Purchases this Quarter Apple 81,096 shares (about $20.31M)MicroStrategy 6,338 shares (about $1.84M)GRAYSCALE BITCOIN TRUST ETF 24,480 shares (about $1.81M)NVIDIA 11,646 shares (about $1.56M)ARM HOLDINGS PLC 12,507 shares (about $1.54M) Largest Sales this Quarter Novo Nordisk A/S 19,642 shares (about $1.69M)Tesla 3,054 shares (about $1.23M)Uber Technologies 15,211 shares (about $917.53K)KLA 1,010 shares (about $636.42K)Lockheed Martin 1,212 shares (about $588.89K) 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$34,585,736$1,563,942 ▲4.7%257,5458.9%Computer and TechnologyAAPLApple$20,307,987$20,307,987 ▲New Holding81,0965.2%Computer and TechnologyAMZNAmazon.com$16,862,974$372,305 ▲2.3%76,8634.3%Retail/WholesaleMSFTMicrosoft$12,826,462$201,052 ▲1.6%30,4313.3%Computer and TechnologyTSLATesla$8,608,253$1,233,327 ▼-12.5%21,3162.2%Auto/Tires/TrucksQQQInvesco QQQ$7,957,191$624,204 ▲8.5%15,5652.0%FinanceMETAMeta Platforms$7,913,718$1,278,163 ▲19.3%13,5162.0%Computer and TechnologySMHVanEck Semiconductor ETF$7,515,616$592,357 ▲8.6%31,0341.9%ManufacturingCRWDCrowdStrike$7,273,637$469,101 ▲6.9%21,2581.9%Computer and TechnologyAVGOBroadcom$6,971,954$524,659 ▲8.1%30,0721.8%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$6,829,808$775,954 ▲12.8%374,8521.8%ManufacturingXYLDGlobal X S&P 500 Covered Call ETF$6,530,855$714,352 ▲12.3%155,8681.7%ETFPALANTIR TECHNOLOGIES INC$6,102,131$322,033 ▼-5.0%80,6841.6%CL AIVViShares Core S&P 500 ETF$5,954,605$649,914 ▲12.3%10,1151.5%ETFGOOGAlphabet$5,952,216$585,795 ▲10.9%31,2551.5%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,777,780$786,165 ▲15.7%102,4791.5%ETFAMDAdvanced Micro Devices$5,403,541$922,111 ▲20.6%44,7351.4%Computer and TechnologyCRMSalesforce$5,222,636$360,747 ▲7.4%15,6211.3%Computer and TechnologyVUGVanguard Growth ETF$4,932,233$743,714 ▲17.8%12,0171.3%ETFIXNiShares Global Tech ETF$4,548,227$595,458 ▲15.1%53,6661.2%ETFJEPIJPMorgan Equity Premium Income ETF$4,542,565$222,698 ▲5.2%78,9601.2%ETFIOOiShares Global 100 ETF$4,344,235$566,232 ▲15.0%43,1101.1%ETFLLYEli Lilly and Company$4,099,217$289,493 ▲7.6%5,3101.1%MedicalCOSTCostco Wholesale$3,886,875$607,496 ▲18.5%4,2421.0%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$3,852,011$730,129 ▲23.4%13,7541.0%ETFWMTWalmart$3,635,017$831,483 ▲29.7%40,2330.9%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$3,588,253$650,103 ▲22.1%14,1410.9%ETFXLKTechnology Select Sector SPDR Fund$3,324,326$1,092,375 ▲48.9%14,2970.9%ETFARM HOLDINGS PLC$3,227,838$1,542,864 ▲91.6%26,1660.8%SPONSORED ADSIWFiShares Russell 1000 Growth ETF$3,158,826$182,317 ▲6.1%7,8660.8%ETFHDHome Depot$3,014,556$268,782 ▲9.8%7,7500.8%Retail/WholesaleRYLDGlobal X Russell 2000 Covered Call ETF$2,766,007$681,608 ▲32.7%169,2780.7%ETFTAT&T$2,597,322$852,894 ▲48.9%114,0680.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,572,284$23,443 ▼-0.9%4,3890.7%FinanceGOOGLAlphabet$2,408,067$306,853 ▼-11.3%12,7210.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$2,192,604$93,471 ▲4.5%45,3670.6%ETFORCLOracle$2,190,892$1,367,662 ▲166.1%13,1470.6%Computer and TechnologySDIVGlobal X SuperDividend ETF$2,115,786$381,637 ▲22.0%102,6080.5%ETFSPYINEOS S&P 500 High Income ETF$2,061,980$683,634 ▲49.6%40,5740.5%ETFIDViShares International Select Dividend ETF$2,055,338$95,146 ▼-4.4%75,0670.5%ETFHNDLStrategy Shares NASDAQ 7 HANDL ETF$2,007,518$275,904 ▲15.9%94,1170.5%ManufacturingNFLXNetflix$1,967,143$71,306 ▲3.8%2,2070.5%Consumer DiscretionaryKMIKinder Morgan$1,961,244$1,277,694 ▲186.9%71,5780.5%Oils/EnergyABBVAbbVie$1,940,404$1,332,873 ▲219.4%10,9200.5%MedicalDELLDell Technologies$1,909,082$1,184,792 ▲163.6%16,5660.5%Computer and TechnologyXOMExxon Mobil$1,870,891$95,094 ▼-4.8%17,3920.5%Oils/EnergyASMLASML$1,849,798$1,208,710 ▲188.5%2,6690.5%Computer and TechnologyMSTRMicroStrategy$1,835,612$1,835,612 ▲New Holding6,3380.5%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$1,812,010$1,812,010 ▲New Holding24,4800.5%SHS REP COM UTIXJiShares Global Healthcare ETF$1,706,228$183,974 ▲12.1%19,8470.4%ETFKOCoca-Cola$1,662,817$637,534 ▲62.2%26,7080.4%Consumer StaplesPFFAVirtus InfraCap U.S. Preferred Stock ETF$1,627,594$406,707 ▲33.3%74,3190.4%ETFCATCaterpillar$1,593,039$191,557 ▲13.7%4,3910.4%Industrial ProductsBSXBoston Scientific$1,549,434$176,407 ▲12.8%17,3470.4%MedicalPBDCPutnam BDC Income ETF$1,530,176$441,850 ▲40.6%44,4560.4%ETFETEnergy Transfer$1,510,163$584,785 ▲63.2%77,0880.4%Oils/EnergyDEMWisdomTree Emerging Markets High Dividend Fund$1,495,709$305,580 ▼-17.0%36,9400.4%FinanceCBChubb$1,463,717$377,395 ▼-20.5%5,2980.4%FinanceXSWSPDR S&P Software & Services ETF$1,458,340$25,698 ▼-1.7%7,7180.4%ETFJPMJPMorgan Chase & Co.$1,418,816$104,272 ▲7.9%5,9190.4%FinanceDUKDuke Energy$1,398,767$320,091 ▲29.7%12,9830.4%UtilitiesDGROiShares Core Dividend Growth ETF$1,381,259$1,165 ▲0.1%22,5180.4%ETFPGProcter & Gamble$1,343,704$120,707 ▲9.9%8,0150.3%Consumer StaplesXLGInvesco S&P 500 Top 50 ETF$1,339,528$81,135 ▲6.4%26,8120.3%ETFPANWPalo Alto Networks$1,323,941$1,323,941 ▲New Holding7,2760.3%Computer and TechnologyOKEONEOK$1,311,951$1,311,951 ▲New Holding13,0670.3%Oils/EnergyMDGLMadrigal Pharmaceuticals$1,296,920$1,296,920 ▲New Holding4,2030.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$1,246,442$94,473 ▼-7.0%2,9290.3%FinanceGLWCorning$1,217,344$282,263 ▲30.2%25,6180.3%Computer and TechnologyMOAltria Group$1,192,195$618,059 ▲107.7%22,8000.3%Consumer StaplesAGOXAdaptive Growth Opportunities ETF$1,141,958$186,710 ▼-14.1%42,0490.3%ETFMUMicron Technology$1,130,473$36,106 ▼-3.1%13,4320.3%Computer and TechnologyGNLGlobal Net Lease$1,097,349$144,416 ▼-11.6%150,3220.3%FinanceFDXFedEx$1,046,772$79,612 ▼-7.1%3,7210.3%TransportationTJXTJX Companies$1,033,353$328,948 ▲46.7%8,5540.3%Retail/WholesaleXBISPDR S&P Biotech ETF$953,299$127,797 ▼-11.8%10,5850.2%ETFTRVTravelers Companies$946,721$234,151 ▲32.9%3,9300.2%FinanceXMHQInvesco S&P MidCap Quality ETF$887,707$16,248 ▼-1.8%9,0150.2%ETFFOXAFOX$885,395$510,902 ▲136.4%18,2260.2%Consumer DiscretionaryTTTrane Technologies$874,621$1,847 ▲0.2%2,3680.2%ConstructionBRK.BBerkshire Hathaway$871,657$871,657 ▲New Holding1,9230.2%FinanceSPGIS&P Global$857,077$4,980 ▲0.6%1,7210.2%Business ServicesAXPAmerican Express$831,941$831,941 ▲New Holding2,8030.2%FinanceASTERA LABS INC$821,190$20,530 ▼-2.4%6,2000.2%COMVZVerizon Communications$816,079$155,162 ▲23.5%20,4070.2%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$780,410$116,299 ▼-13.0%10,0320.2%FinancePMPhilip Morris International$767,308$767,308 ▲New Holding6,3760.2%Consumer StaplesVOOVanguard S&P 500 ETF$750,531$750,531 ▲New Holding1,3930.2%ETFMCDMcDonald's$747,514$26,086 ▲3.6%2,5790.2%Retail/WholesalePEGPublic Service Enterprise Group$731,969$125,304 ▲20.7%8,6630.2%UtilitiesNETCloudflare$706,381$21,536 ▼-3.0%6,5600.2%Computer and TechnologyNLYAnnaly Capital Management$705,736$705,736 ▲New Holding38,5650.2%FinanceIWLiShares Russell Top 200 ETF$696,779$696,779 ▲New Holding4,8150.2%ETFCMGChipotle Mexican Grill$691,038$691,038 ▲New Holding11,4600.2%Retail/WholesaleNTAPNetApp$686,079$177,847 ▼-20.6%5,9100.2%Computer and TechnologyVVisa$684,556$40,138 ▲6.2%2,1660.2%Business ServicesSHOPShopify$670,092$32,962 ▲5.2%6,3020.2%Computer and TechnologyABNBAirbnb$668,483$668,483 ▲New Holding5,0870.2%Consumer DiscretionaryMRVLMarvell Technology$662,923$662,923 ▲New Holding6,0020.2%Computer and TechnologySNOWSnowflake$656,088$656,088 ▲New Holding4,2490.2%Computer and TechnologyShowing 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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