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
STWD
Starwood Property Trust, Inc.

Real Estate
-1.8K
- 13.07%
$18.95 - $20.37 $34.1K - $36.6K
12K $226K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-165
- 1.8%
$98.47 - $109.35 $16.2K - $18K
9.02K $887K
XLP
Consumer Staples Sector Spdr

ETFs
-695
- 40.13%
N/A
1.04K $78K
INDA
Ishares Msci India Index Fund

ETFs
-667
- 23.14%
$52.64 - $58.16 $35.1K - $38.8K
2.22K $116K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-960
- 14.57%
$50.35 - $50.69 $48.3K - $48.7K
5.63K $283K
FDX
Fedex Corp

Industrials
-283
- 7.07%
$260.5 - $305.15 $73.7K - $86.4K
3.72K $1.05M
PTLO
Portillo'S Inc.

Consumer Cyclical
-1.25K
- 14.12%
$8.66 - $13.88 $10.8K - $17.4K
7.6K $71K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-225
- 47.17%
$198.04 - $221.51 $44.6K - $49.8K
252 $53K
SNAP
Snap Inc

Communication Services
-4K
- 50.0%
$9.98 - $12.86 $39.9K - $51.4K
4K $43K
XLI
Industrial Sector Spdr

ETFs
-247
- 12.84%
$131.76 - $143.99 $32.5K - $35.6K
1.68K $220K
AGNC
Agnc Investment Corp.

Real Estate
-1.97K
- 11.82%
$9.21 - $10.59 $18.1K - $20.8K
14.7K $135K
MOS
Mosaic CO

Basic Materials
-1.2K
- 29.27%
$23.87 - $28.34 $28.6K - $34K
2.9K $71K
AMCR
Amcor PLC

Consumer Cyclical
-2.93K
- 85.16%
$9.34 - $11.37 $27.3K - $33.3K
510 $4K
ROKU
Roku, Inc

Communication Services
-433
- 31.08%
$64.08 - $84.12 $27.7K - $36.4K
960 $71K
MBLY
Mobileye Global Inc.
-2.5K
- 86.09%
$12.07 - $20.07 $30.2K - $50.2K
404 $8K
MNDY
Monday.Com Ltd.

Technology
-37
- 7.05%
$224.69 - $324.31 $8.31K - $12K
488 $114K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-499
- 21.2%
$66.77 - $71.52 $33.3K - $35.7K
1.86K $127K
TDOC
Teladoc Health, Inc.

Healthcare
-3.09K
- 40.16%
$8.57 - $12.02 $26.5K - $37.1K
4.6K $41K
NU
Nu Holdings Ltd.

Financial Services
-100
- 1.23%
$10.24 - $15.89 $1.02K - $1.59K
8K $82K
FANG
Diamondback Energy, Inc.

Energy
-142
- 28.23%
$153.06 - $199.5 $21.7K - $28.3K
361 $59K
GLD
Spdr Gold Trust

ETFs
-107
- 6.78%
$236.59 - $257.5 $25.3K - $27.6K
1.47K $356K
APA
Apa Corp

Energy
-1K
- 30.77%
$20.47 - $27.07 $20.5K - $27.1K
2.25K $52K
FROG
J Frog LTD

Technology
-890
- 71.77%
$27.22 - $32.86 $24.2K - $29.2K
350 $10K
VONG
Vanguard Russell 1000 Growth E

ETFs
-281
- 43.1%
$95.27 - $107.82 $26.8K - $30.3K
371 $38K
DEA
Easterly Government Properties, Inc.

Real Estate
-1.57K
- 78.07%
$10.93 - $14.48 $17.1K - $22.7K
440 $4K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-483
- 12.59%
$46.48 - $51.32 $22.4K - $24.8K
3.35K $161K
VDC
Vanguard Consumer Staples ETF

ETFs
-80
- 50.63%
$210.96 - $223.62 $16.9K - $17.9K
78 $16K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-300
- 60.61%
$53.26 - $60.98 $16K - $18.3K
195 $11K
LFMD
Life Md, Inc.

Healthcare
-3.08K
- 99.39%
$4.08 - $7.1 $12.6K - $21.9K
19 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-268
- 17.29%
$51.09 - $55.27 $13.7K - $14.8K
1.28K $65K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-700
- 97.9%
$16.73 - $19.67 $11.7K - $13.8K
15 $0
A
Agilent Technologies, Inc.

Healthcare
-67
- 24.19%
$125.69 - $146.56 $8.42K - $9.82K
210 $28K
GTO
Invesco Actively Managed ETF T

ETFs
-265
- 34.6%
$46.33 - $48.41 $12.3K - $12.8K
501 $23K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-241
- 37.89%
$43.02 - $47.32 $10.4K - $11.4K
395 $17K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-161
- 14.54%
$33.77 - $44.09 $5.44K - $7.1K
946 $32K
DHS
Wisdomtree Tr U.S

ETFs
-101
- 18.04%
$92.66 - $100.58 $9.36K - $10.2K
459 $42K
CION
Cion Investment Corp

Financial Services
-69
- 0.41%
$11.25 - $12.08 $776 - $834
16.7K $190K
SMAR
Smartsheet Inc

Technology
-200
- 39.6%
$55.35 - $56.51 $11.1K - $11.3K
305 $17K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-100
- 29.5%
$88.59 - $94.57 $8.86K - $9.46K
239 $21K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-95
- 1.83%
N/A
5.1K $437K
PCEF
Invesco Cef Income Composite E

ETFs
-139
- 1.31%
$19.05 - $19.86 $2.65K - $2.76K
10.5K $201K
CRSP
Crispr Therapeutics Ag

Healthcare
-171
- 85.5%
$38.65 - $55.15 $6.61K - $9.43K
29 $1K
IVT
Inven Trust Properties Corp.

Real Estate
-332
- 24.02%
$28.52 - $31.3 $9.47K - $10.4K
1.05K $31K
BHM
Bluerock Homes Trust, Inc.
-486
- 56.12%
$13.23 - $16.48 $6.43K - $8.01K
380 $5K
AMP
Ameriprise Financial Inc

Financial Services
-14
- 56.0%
$473.15 - $574.01 $6.62K - $8.04K
11 $5K
SIMO
Silicon Motion Technology Corp

Technology
-29
- 6.7%
$51.13 - $61.14 $1.48K - $1.77K
404 $21K
PSA
Public Storage

Real Estate
-14
- 93.33%
$289.33 - $360.21 $4.05K - $5.04K
1 $0
PRG
Prog Holdings, Inc.

Industrials
-100
- 66.67%
$41.69 - $49.65 $4.17K - $4.97K
50 $2K
NRDS
Nerdwallet, Inc.

Financial Services
-500
- 22.22%
$10.99 - $16.0 $5.5K - $8K
1.75K $23K
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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