Newbridge Financial Services Group, Inc. Purchases in Q4 2024

Newbridge Financial Services Group, Inc.

  • $372 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
81.1K
New
$221.69 - $259.02 $18M - $21M
81.1K $20.3M
NVDA
Nvidia Corp

Technology
11.6K
+ 4.74%
$117.0 - $148.88 $1.36M - $1.73M
258K $34.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.7K
+ 2.26%
$180.88 - $232.93 $307K - $395K
76.9K $16.9M
AVGO
Broadcom Inc.

Technology
2.26K
+ 8.14%
$159.67 - $250.0 $361K - $566K
30.1K $6.97M
MSTR
Microstrategy Inc

Technology
6.34K
New
$162.69 - $473.83 $1.03M - $3M
6.34K $1.84M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
24.5K
New
$47.29 - $84.74 $1.16M - $2.07M
24.5K $1.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.37K
+ 6.89%
$275.15 - $388.2 $377K - $532K
21.3K $7.27M
META
Meta Platforms, Inc.

Communication Services
2.18K
+ 19.26%
$554.08 - $632.68 $1.21M - $1.38M
13.5K $7.97M
KMI
Kinder Morgan, Inc.

Energy
46.6K
+ 186.92%
$22.59 - $28.54 $1.05M - $1.33M
71.6K $1.96M
ORCL
Oracle Corp

Technology
8.21K
+ 166.13%
$165.41 - $192.43 $1.36M - $1.58M
13.1K $2.19M
OKE
Oneok Inc

Energy
13.1K
New
$92.28 - $117.05 $1.21M - $1.53M
13.1K $1.31M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
4.2K
New
$202.45 - $354.85 $851K - $1.49M
4.2K $1.3M
ABBV
Abb Vie Inc.

Healthcare
7.5K
+ 219.39%
$164.99 - $203.87 $1.24M - $1.53M
10.9K $1.94M
CRM
Salesforce, Inc.

Technology
1.08K
+ 7.42%
$270.87 - $367.87 $292K - $397K
15.6K $5.22M
GOOG
Alphabet Inc.

Communication Services
3.08K
+ 10.92%
$163.08 - $198.16 $502K - $610K
31.3K $5.95M
DELL
Dell Technologies Inc.

Technology
10.3K
+ 163.58%
$111.96 - $144.21 $1.15M - $1.48M
16.6K $1.91M
XLK
Technology Sector Spdr

ETFs
4.7K
+ 48.94%
$220.26 - $241.44 $1.03M - $1.13M
14.3K $3.32M
WMT
Walmart Inc.

Consumer Defensive
9.2K
+ 29.66%
$79.1 - $95.7 $728K - $881K
40.2K $3.64M
ASML
Asml Holding Nv

Technology
1.74K
+ 188.54%
$658.43 - $872.27 $1.15M - $1.52M
2.67K $1.85M
VUG
Vanguard Growth ETF

ETFs
1.81K
+ 17.76%
$378.79 - $428.11 $686K - $776K
12K $4.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.22K
+ 8.51%
$481.22 - $538.17 $588K - $657K
15.6K $7.96M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.9K
+ 15.75%
$53.94 - $58.15 $752K - $811K
102K $5.78M
T
At&T Inc.

Communication Services
37.5K
+ 48.89%
$21.22 - $23.88 $795K - $894K
114K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
New
$442.29 - $483.08 $851K - $929K
1.92K $871K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.61K
+ 23.39%
$264.18 - $304.19 $689K - $793K
13.8K $3.85M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
42.6K
+ 12.82%
$17.93 - $18.8 $764K - $801K
375K $6.83M
AXP
American Express CO

Financial Services
2.8K
New
$267.35 - $305.57 $749K - $857K
2.8K $831K
XYLD
Global X Fds S&P 500 Covered C

ETFs
17K
+ 12.28%
$40.86 - $43.42 $697K - $740K
156K $6.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.56K
+ 22.13%
$241.48 - $274.89 $619K - $704K
14.1K $3.59M
PM
Philip Morris International Inc.

Consumer Defensive
6.38K
New
$118.38 - $133.06 $755K - $848K
6.38K $767K
IVV
Ishares Core S&P 500 ETF

ETFs
1.1K
+ 12.25%
$570.51 - $610.59 $630K - $674K
10.1K $5.95M
ET
Energy Transfer LP

Energy
29.9K
+ 63.19%
$16.05 - $19.86 $479K - $593K
77.1K $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.39K
New
$521.84 - $558.82 $727K - $778K
1.39K $750K
COST
Costco Wholesale Corp

Consumer Defensive
663
+ 18.52%
$873.59 - $994.69 $579K - $659K
4.24K $3.89M
RYLD
Global X Fds Russell 2000 Cove

ETFs
41.7K
+ 32.7%
$15.97 - $16.79 $666K - $700K
169K $2.77M
IXN
Ishares Global Information Tec

ETFs
7.03K
+ 15.06%
$80.67 - $87.84 $567K - $617K
53.7K $4.55M
IWL
Ishares Tr Russell 200 ETF

ETFs
4.82K
New
$138.92 - $149.97 $669K - $722K
4.82K $696K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.5K
New
$55.73 - $66.16 $639K - $758K
11.5K $691K
ABNB
Airbnb, Inc.

Consumer Cyclical
5.09K
New
$125.36 - $147.37 $638K - $750K
5.09K $668K
MRVL
Marvell Technology, Inc.

Technology
6K
New
$70.31 - $124.78 $422K - $749K
6K $662K
SNOW
Snowflake Inc.

Technology
4.25K
New
$109.65 - $186.51 $466K - $792K
4.25K $656K
CVX
Chevron Corp

Energy
4.5K
New
$141.15 - $162.53 $635K - $732K
4.5K $652K
MO
Altria Group, Inc.

Consumer Defensive
11.8K
+ 107.65%
$49.06 - $57.74 $580K - $682K
22.8K $1.19M
IOO
Ishares Tr Global 100 ETF

ETFs
5.62K
+ 14.99%
$97.46 - $103.45 $548K - $581K
43.1K $4.34M
FSK
Fs Kkr Capital Corp

Financial Services
27.8K
New
$19.71 - $22.22 $547K - $617K
27.8K $603K
FCPI
Fidelity Covington Tr Stocks F

ETFs
13.9K
New
$42.91 - $46.47 $596K - $646K
13.9K $602K
BA
Boeing CO

Industrials
3.28K
New
$138.14 - $180.72 $454K - $593K
3.28K $581K
FOXA
Fox Corp

Communication Services
10.5K
+ 136.42%
$41.35 - $49.99 $435K - $526K
18.2K $885K
SOUN
Soundhound Ai, Inc.

Technology
27.6K
New
$4.51 - $24.23 $125K - $669K
27.6K $548K
Activity Summary
Buys All Purchases 728 New Holdings 546 Increased Positions 182 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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