Newbridge Financial Services Group, Inc. Portfolio Holdings
Newbridge Financial Services Group, Inc.
- $372 Million
- Q4 2024
Newbridge Financial Services Group, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $372 Million distributed in 1136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.6M, Apple Inc. with a value of $20.3M, Amazon Com Inc with a value of $16.9M, Microsoft Corp with a value of $12.8M, and Tesla, Inc. with a value of $8.61M.
Examining the 13F form we can see an increase of $97.5M in the current position value, from $275M to 372M.
Below you can find more details about Newbridge Financial Services Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$372 Million
Technology: $123 Million
ETFs: $117 Million
Consumer Cyclical: $35.9 Million
Communication Services: $24.5 Million
Consumer Defensive: $14.1 Million
Financial Services: $13.8 Million
Healthcare: $13.6 Million
Energy: $10.3 Million
Other: $20.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,136
- Current Value $372 Million
- Prior Value $275 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 546 stocks
- Additional Purchases 182 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks