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
JNJ
Johnson & Johnson

Healthcare
3.58K
New
$143.34 - $165.86 $513K - $594K
3.58K $517K
EPD
Enterprise Products Partners L.P.

Energy
16.2K
New
$28.66 - $34.43 $464K - $558K
16.2K $508K
IWM
Ishares Russell 2000 ETF

ETFs
2.29K
New
$216.13 - $242.4 $494K - $554K
2.29K $505K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.45K
+ 8.56%
$238.25 - $261.28 $583K - $639K
31K $7.52M
O
Realty Income Corp

Real Estate
9.11K
New
$51.76 - $64.71 $471K - $589K
9.11K $486K
KO
Coca Cola CO

Consumer Defensive
10.2K
+ 62.18%
$61.74 - $71.71 $632K - $734K
26.7K $1.66M
REG
Regency Centers Corp

Real Estate
6.48K
New
$69.77 - $75.91 $452K - $492K
6.48K $478K
NFLX
Netflix Inc

Communication Services
80
+ 3.76%
$687.65 - $936.56 $55K - $74.9K
2.21K $1.97M
DIS
Walt Disney CO

Communication Services
4.08K
New
$92.39 - $117.6 $377K - $480K
4.08K $454K
NI
Nisource Inc.

Utilities
11.9K
New
$33.74 - $38.25 $401K - $454K
11.9K $436K
IBM
International Business Machines Corp

Technology
1.91K
New
$204.9 - $238.04 $392K - $455K
1.91K $420K
QCOM
Qualcomm Inc

Technology
2.66K
New
$150.4 - $178.04 $400K - $474K
2.66K $408K
MARA
Marathon Digital Holdings, Inc.

Financial Services
17.9K
New
N/A
17.9K $404K
PFE
Pfizer Inc

Healthcare
14.9K
New
$24.8 - $30.19 $370K - $450K
14.9K $395K
ADP
Automatic Data Processing Inc

Industrials
1.35K
New
$280.08 - $307.97 $378K - $415K
1.35K $394K
PEP
Pepsico Inc

Consumer Defensive
2.53K
New
$151.29 - $176.1 $382K - $445K
2.53K $383K
IWF
Ishares Russell 1000 Gr ETF

ETFs
454
+ 6.13%
$370.24 - $418.94 $168K - $190K
7.87K $3.16M
RTX
Raytheon Technologies Corp

Industrials
3.13K
New
$114.45 - $127.21 $359K - $399K
3.13K $362K
DOCS
Doximity, Inc.

Healthcare
6.78K
New
$41.25 - $61.25 $280K - $415K
6.78K $361K
TMUS
T Mobile Us, Inc.

Communication Services
1.64K
New
$206.1 - $246.94 $337K - $404K
1.64K $361K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.54K
New
$216.72 - $244.71 $333K - $376K
1.54K $361K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.13K
New
$87.1 - $98.49 $360K - $407K
4.13K $360K
PH
Parker Hannifin Corp

Industrials
566
New
$621.74 - $709.46 $352K - $402K
566 $359K
PFFA
Etfis Ser Tr I

ETFs
18.6K
+ 33.31%
$21.82 - $23.21 $405K - $431K
74.3K $1.63M
F
Ford Motor CO

Consumer Cyclical
35.8K
New
$9.69 - $11.4 $347K - $408K
35.8K $354K
SBUX
Starbucks Corp

Consumer Cyclical
3.88K
New
$87.44 - $102.5 $340K - $398K
3.88K $353K
TJX
Tjx Companies Inc

Consumer Cyclical
2.72K
+ 46.7%
$112.15 - $127.2 $305K - $346K
8.55K $1.03M
HESM
Hess Midstream LP

Energy
9.13K
New
$34.2 - $37.9 $312K - $346K
9.13K $338K
CCL
Carnival Corp

Consumer Cyclical
13.5K
New
$17.34 - $26.8 $234K - $362K
13.5K $336K
AMAT
Applied Materials Inc

Technology
2.05K
New
$161.44 - $213.89 $330K - $437K
2.05K $332K
GLW
Corning Inc

Technology
5.94K
+ 30.19%
$44.11 - $49.76 $262K - $296K
25.6K $1.22M
HOOD
Robinhood Markets, Inc.

Technology
8.75K
New
$22.33 - $43.2 $195K - $378K
8.75K $326K
BAC
Bank Of America Corp

Financial Services
7.38K
New
$39.22 - $47.77 $290K - $353K
7.38K $324K
VIG
Vanguard Dividend Appreciation

ETFs
1.78K
New
N/A
1.78K $323K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.5K
New
$26.93 - $84.95 $311K - $980K
11.5K $315K
VTV
Vanguard Value ETF

ETFs
1.78K
New
$168.32 - $181.87 $300K - $324K
1.78K $302K
NOC
Northrop Grumman Corp

Industrials
609
New
$466.52 - $543.88 $284K - $331K
609 $285K
BP
Bp PLC

Energy
9.51K
New
$28.16 - $33.14 $268K - $315K
9.51K $281K
JPM
Jpmorgan Chase & CO

Financial Services
435
+ 7.93%
$205.18 - $250.29 $89.3K - $109K
5.92K $1.42M
BSX
Boston Scientific Corp

Healthcare
1.98K
+ 12.85%
$83.62 - $91.5 $165K - $181K
17.3K $1.55M
TRV
Travelers Companies, Inc.

Financial Services
972
+ 32.86%
$225.97 - $266.66 $220K - $259K
3.93K $946K
SPG
Simon Property Group Inc

Real Estate
1.46K
New
$167.23 - $183.84 $243K - $267K
1.46K $250K
DUK
Duke Energy Corp

Utilities
2.97K
+ 29.67%
$105.76 - $120.76 $314K - $359K
13K $1.4M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.25K
New
$184.21 - $199.29 $230K - $249K
1.25K $230K
INTU
Intuit Inc

Technology
362
New
$602.01 - $706.25 $218K - $256K
362 $227K
XLF
Financial Sector Spdr

ETFs
1.93K
+ 4.45%
$44.89 - $51.34 $86.8K - $99.3K
45.4K $2.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
New
$172.07 - $207.36 $196K - $236K
1.14K $224K
IYW
Ishares Dj Us Tech ETF

ETFs
1.38K
New
$148.14 - $166.23 $204K - $229K
1.38K $219K
ORI
Old Republic International Corp

Financial Services
5.61K
New
$34.4 - $38.98 $193K - $219K
5.61K $203K
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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