Newbridge Financial Services Group, Inc. New Holdings 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
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
PANW
Palo Alto Networks Inc

Technology
7.28K
New
$181.96 - $405.9 $1.32M - $2.95M
7.28K $1.32M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
New
$442.29 - $483.08 $851K - $929K
1.92K $871K
AXP
American Express CO

Financial Services
2.8K
New
$267.35 - $305.57 $749K - $857K
2.8K $831K
PM
Philip Morris International Inc.

Consumer Defensive
6.38K
New
$118.38 - $133.06 $755K - $848K
6.38K $767K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.39K
New
$521.84 - $558.82 $727K - $778K
1.39K $750K
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
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
SOUN
Soundhound Ai, Inc.

Technology
27.6K
New
$4.51 - $24.23 $125K - $669K
27.6K $548K
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
O
Realty Income Corp

Real Estate
9.11K
New
$51.76 - $64.71 $471K - $589K
9.11K $486K
REG
Regency Centers Corp

Real Estate
6.48K
New
$69.77 - $75.91 $452K - $492K
6.48K $478K
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
FDVV
Fidelity High Dividend ETF

ETFs
8.57K
New
$49.66 - $52.63 $425K - $451K
8.57K $427K
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
RTX
Raytheon Technologies Corp

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

Healthcare
6.78K
New
$41.25 - $61.25 $280K - $415K
6.78K $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
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
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
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
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
Track This Portfolio

Track Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email