Newbridge Financial Services Group, Inc. Reduced Holdings in Q4 2024

Newbridge Financial Services Group, Inc.

  • $372 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-19.6K
- 97.29%
$85.0 - $120.04 $1.67M - $2.36M
548 $47K
UBER
Uber Technologies, Inc

Technology
-15.2K
- 72.42%
$59.93 - $86.34 $912K - $1.31M
5.79K $349K
LMT
Lockheed Martin Corp

Industrials
-1.21K
- 59.56%
$479.66 - $614.62 $581K - $745K
823 $399K
KLAC
Kla Corp

Technology
-1.01K
- 94.57%
$614.46 - $829.55 $621K - $838K
58 $36K
DVA
Davita Inc.

Healthcare
-2.86K
- 98.79%
$139.81 - $167.96 $399K - $480K
35 $5K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-7.55K
- 16.96%
$40.41 - $45.12 $305K - $341K
36.9K $1.5M
CB
Chubb LTD

Financial Services
-1.37K
- 20.5%
$271.57 - $301.89 $371K - $412K
5.3K $1.46M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.09K
- 91.55%
$338.38 - $446.21 $370K - $488K
101 $43K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.6K
- 83.76%
$82.28 - $117.52 $296K - $423K
698 $59K
GNL
Global Net Lease, Inc.

Real Estate
-19.8K
- 11.63%
$7.02 - $8.61 $139K - $170K
150K $1.1M
MU
Micron Technology Inc

Technology
-429
- 3.1%
$84.16 - $113.41 $36.1K - $48.7K
13.4K $1.13M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-14.3K
- 99.82%
$20.08 - $20.61 $287K - $295K
26 $0
XOM
Exxon Mobil Corp

Energy
-884
- 4.84%
$105.51 - $125.37 $93.3K - $111K
17.4K $1.87M
AGOX
Starboard Invt Tr

ETFs
-6.88K
- 14.05%
$27.16 - $30.0 $187K - $206K
42K $1.14M
VRT
Vertiv Holdings CO

Industrials
-2.82K
- 69.72%
N/A
1.22K $106K
DKNG
Draft Kings Inc.

Consumer Cyclical
-6K
- 77.67%
$35.32 - $44.84 $212K - $269K
1.73K $64K
NTAP
Net App, Inc.

Technology
-1.53K
- 20.59%
$115.31 - $131.11 $177K - $201K
5.91K $686K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.42K
- 11.82%
$89.81 - $104.0 $127K - $148K
10.6K $953K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.04K
- 32.41%
$59.25 - $72.99 $121K - $149K
4.25K $254K
TROW
Price T Rowe Group Inc

Financial Services
-1.6K
- 64.72%
$106.48 - $124.69 $170K - $200K
872 $98K
UNM
Unum Group

Financial Services
-2.84K
- 98.27%
$58.88 - $77.07 $167K - $219K
50 $3K
TWLO
Twilio Inc

Communication Services
-2.76K
- 88.31%
$63.73 - $114.96 $176K - $317K
365 $39K
ADBE
Adobe Inc.

Technology
-109
- 8.07%
$437.39 - $552.96 $47.7K - $60.3K
1.24K $551K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.94K
- 75.08%
$77.25 - $91.3 $150K - $177K
644 $54K
MMM
3 M CO

Industrials
-1.02K
- 65.26%
$124.74 - $137.12 $127K - $140K
542 $69K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-1.5K
- 68.03%
$68.62 - $82.57 $103K - $124K
704 $48K
MRK
Merck & Co., Inc.

Healthcare
-741
- 18.45%
$96.31 - $114.76 $71.4K - $85K
3.28K $325K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.5K
- 12.97%
$77.23 - $82.11 $115K - $123K
10K $780K
UNH
Unitedhealth Group Inc

Healthcare
-40
- 3.17%
$485.52 - $625.25 $19.4K - $25K
1.22K $617K
ABR
Arbor Realty Trust Inc

Real Estate
-5.61K
- 24.58%
$13.66 - $15.64 $76.7K - $87.8K
17.2K $238K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-76
- 50.33%
$701.85 - $1046.91 $53.3K - $79.6K
75 $53K
AFCG
Afc Gamma, Inc.

Real Estate
-9K
- 62.94%
$8.33 - $10.46 $75K - $94.1K
5.3K $44K
TLRY
Tilray Brands, Inc.

Healthcare
-51K
- 98.9%
$1.16 - $1.77 $59.2K - $90.3K
567 $0
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.13K
- 11.08%
$12.43 - $13.36 $63.7K - $68.5K
41.1K $515K
MPC
Marathon Petroleum Corp

Energy
-472
- 48.81%
$131.65 - $174.84 $62.1K - $82.5K
495 $69K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-222
- 7.05%
$417.69 - $450.94 $92.7K - $100K
2.93K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-465
- 51.04%
$174.22 - $187.62 $81K - $87.2K
446 $78K
MDB
Mongo Db, Inc.

Technology
-106
- 6.83%
$232.81 - $350.13 $24.7K - $37.1K
1.45K $336K
DVN
Devon Energy Corp

Energy
-1.55K
- 35.75%
$30.52 - $42.96 $47.2K - $66.4K
2.78K $90K
VLO
Valero Energy Corp

Energy
-183
- 4.16%
$118.59 - $144.02 $21.7K - $26.4K
4.22K $517K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.1K
- 39.23%
$38.08 - $50.82 $41.8K - $55.8K
1.7K $64K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-1K
- 62.5%
$58.4 - $64.37 $58.4K - $64.4K
600 $35K
VLUE
Ishares Msci Usa Value Factor

ETFs
-574
- 64.79%
$104.01 - $115.38 $59.7K - $66.2K
312 $32K
AB
Alliancebernstein Holding L.P.

Financial Services
-1.8K
- 94.74%
$34.59 - $38.68 $62.3K - $69.6K
100 $3K
NXPI
Nxp Semiconductors N.V.

Technology
-198
- 29.64%
$207.27 - $255.58 $41K - $50.6K
470 $97K
WM
Waste Management Inc

Industrials
-215
- 7.2%
$201.79 - $228.46 $43.4K - $49.1K
2.77K $559K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-637
- 11.48%
$47.63 - $52.63 $30.3K - $33.5K
4.91K $236K
XLV
Select Sector Spdr Fund Health

ETFs
-138
- 5.94%
$136.28 - $154.74 $18.8K - $21.4K
2.19K $300K
MRNA
Moderna, Inc.

Healthcare
-416
- 27.42%
$36.85 - $63.93 $15.3K - $26.6K
1.1K $45K
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