Newbridge Financial Services Group, Inc. Reduced Holdings in Q3 2025

Newbridge Financial Services Group, Inc.

  • $617 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-346
- 14.41%
$332.09 - $358.86 $115K - $124K
2.06K $701K
CB
Chubb LTD

Financial Services
-394
- 8.16%
$265.99 - $289.59 $105K - $114K
4.43K $1.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-9.5K
- 7.3%
$53.81 - $57.52 $511K - $546K
121K $6.94M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-5.97K
- 12.45%
N/A
42K $946K
CTVA
Corteva, Inc.

Basic Materials
-1.69K
- 96.57%
$67.08 - $77.12 $113K - $130K
60 $4K
ACN
Accenture PLC

Technology
-338
- 40.92%
$232.56 - $304.78 $78.6K - $103K
488 $120K
PFE
Pfizer Inc

Healthcare
-5.83K
- 28.29%
$23.29 - $25.88 $136K - $151K
14.8K $376K
VKTX
Viking Therapeutics, Inc.

Healthcare
-4K
- 80.0%
$23.09 - $42.09 $92.4K - $168K
1K $25K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.24K
- 74.16%
$86.72 - $111.84 $108K - $139K
432 $48K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-7.04K
- 4.92%
$14.46 - $15.29 $102K - $108K
136K $2.05M
IDV
Ishares Tr

ETFs
-5.3K
- 9.05%
$34.54 - $37.28 $183K - $198K
53.3K $1.95M
CYBR
Cyber Ark Software Ltd.

Technology
-230
- 42.44%
$374.8 - $491.1 $86.2K - $113K
312 $150K
GNL
Global Net Lease, Inc.

Real Estate
-17.6K
- 13.83%
$6.85 - $8.33 $121K - $147K
110K $893K
AXON
Axon Enterprise, Inc.

Industrials
-14
- 2.76%
$698.02 - $870.97 $9.77K - $12.2K
494 $354K
XLB
Select Sector Spdr Fd Material

ETFs
-687
- 64.15%
$86.72 - $92.61 $59.6K - $63.6K
384 $34K
AXP
American Express CO

Financial Services
-286
- 10.55%
$294.27 - $342.31 $84.2K - $97.9K
2.42K $805K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.87K
- 18.21%
$10.08 - $11.67 $59.2K - $68.5K
26.4K $286K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 39.13%
$5364.25 - $5815.92 $48.3K - $52.3K
14 $75K
ZS
Zscaler, Inc.

Technology
-87
- 3.86%
$267.68 - $316.5 $23.3K - $27.5K
2.17K $649K
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.88K
- 35.03%
$116.14 - $168.56 $219K - $318K
3.49K $588K
PANW
Palo Alto Networks Inc

Technology
-217
- 3.29%
$167.06 - $208.19 $36.3K - $45.2K
6.38K $1.3M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-2K
- 13.17%
$15.26 - $18.63 $30.5K - $37.3K
13.2K $228K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-6.92K
- 49.67%
$7.06 - $7.63 $48.8K - $52.8K
7.01K $52K
TTD
Trade Desk, Inc.

Technology
-581
- 69.92%
$43.93 - $89.76 $25.5K - $52.2K
250 $12K
SPY
Spdr S&P 500 ETF Trust

ETFs
-397
- 8.85%
$617.65 - $666.84 $245K - $265K
4.09K $2.73M
NKE
Nike, Inc.

Consumer Cyclical
-645
- 47.99%
$69.24 - $79.24 $44.7K - $51.1K
699 $48K
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 6.72%
$40.84 - $45.06 $53.5K - $59K
18.2K $798K
AI
C3.Ai, Inc.

Technology
-295
- 5.68%
$15.46 - $29.16 $4.56K - $8.6K
4.9K $84K
RIOT
Riot Blockchain, Inc.

Technology
-3.75K
- 93.75%
$11.03 - $19.78 $41.4K - $74.2K
250 $4K
RDVY
First Trust Rising Dividend Ac

ETFs
-899
- 20.16%
$62.38 - $67.29 $56.1K - $60.5K
3.56K $239K
WDAY
Workday, Inc.

Technology
-163
- 39.76%
$213.69 - $247.69 $34.8K - $40.4K
247 $59K
ACHR
Archer Aviation Inc.

Industrials
-3K
- 46.15%
$8.25 - $13.4 $24.8K - $40.2K
3.5K $33K
HON
Honeywell International Inc

Industrials
-100
- 16.08%
$207.7 - $240.4 $20.8K - $24K
522 $109K
WDI
Western Asset Diversified Income Fund

ETFs
-2.24K
- 47.2%
$14.7 - $15.25 $32.9K - $34.1K
2.5K $36K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-401
- 2.63%
N/A
14.9K $1.28M
WM
Waste Management Inc

Industrials
-52
- 1.97%
$213.88 - $237.1 $11.1K - $12.3K
2.59K $571K
MMM
3 M CO

Industrials
-705
- 2.7%
$144.41 - $160.2 $102K - $113K
25.4K $3.94M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-315
- 49.61%
$108.77 - $115.6 $34.3K - $36.4K
320 $36K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-1.17K
- 14.88%
$46.6 - $50.13 $54.5K - $58.7K
6.7K $335K
FDVV
Fidelity High Dividend ETF

ETFs
-853
- 17.58%
$52.42 - $55.71 $44.7K - $47.5K
4K $222K
ADP
Automatic Data Processing Inc

Industrials
-40
- 3.5%
$288.69 - $310.94 $11.5K - $12.4K
1.1K $323K
RSG
Republic Services, Inc.

Industrials
-52
- 5.38%
$225.33 - $246.01 $11.7K - $12.8K
914 $209K
ISRG
Intuitive Surgical Inc

Healthcare
-51
- 82.26%
$433.66 - $544.47 $22.1K - $27.8K
11 $4K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-1.53K
- 5.01%
$13.99 - $14.88 $21.4K - $22.8K
29K $406K
DELL
Dell Technologies Inc.

Technology
-406
- 24.8%
$120.96 - $141.77 $49.1K - $57.6K
1.23K $174K
JPIE
J P Morgan Exchange Traded Fd
-560
- 37.79%
$46.01 - $46.55 $25.8K - $26.1K
922 $42K
AMGN
Amgen Inc

Healthcare
-96
- 15.0%
$271.18 - $309.22 $26K - $29.7K
544 $153K
MNST
Monster Beverage Corp

Consumer Defensive
-415
- 93.05%
$58.65 - $67.31 $24.3K - $27.9K
31 $2K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-53
- 20.15%
$159.87 - $247.68 $8.47K - $13.1K
210 $37K
Activity Summary
Buys All Purchases 405 New Holdings 93 Increased Positions 312 Sells All Sells 313 Reductions 311 Sold out 2 Options Calls 0 Puts 0
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