NF

Newbridge Financial Services Group, Inc.

13F
Newbridge Financial Services Group, Inc.
Last update 2025-05-15 1043 Stocks (50 new)
Value $412.00 Mil Turnover 18 %
Countries:
Top Holdings: NVDA(6.82%)AAPL(4.40%)AMZN(3.84%)MSFT(3.01%)META(2.41%)
Summary Stock Picks Current Portfolio
Newbridge Financial Services G... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
259,096
28,080.8
+0.60%
6.820
+0.04%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
AAPL
Apple Inc
81,566
18,118.3
+0.58%
4.400
+0.03%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
AMZN
Amazon.com Inc
83,250
15,839.1
+8.31%
3.840
+0.29%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
MSFT
Microsoft Corp
33,004
12,389.4
+8.46%
3.010
+0.23%
0.000
+32.15%
+21.67%
3,797,138.0
Software
META
Meta Platforms Inc
17,253
9,944.1
+27.65%
2.410
+0.52%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
QQQ
INVESCO QQQ Trust
20,235
9,488.5
+30.00%
2.300
+0.53%
0.000
+20.90%
+10.52%
360,250.4
 
CRWD
CrowdStrike Holdings Inc
25,890
9,128.3
+21.79%
2.220
+0.40%
0.010
+11.59%
+35.03%
115,160.1
Software
QYLD
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
533,380
8,870.1
+42.29%
2.150
+0.64%
0.110
+3.28%
-8.29%
8,326.2
 
XYLD
Global X S&P 500 Covered Call ETF
221,627
8,752.0
+42.19%
2.120
+0.63%
0.280
+1.99%
-7.26%
3,108.3
 
SMH
VanEck Vectors Semiconductor ETF
38,266
8,092.2
+23.30%
1.960
+0.37%
0.040
+37.72%
+18.84%
27,094.4
 

Newbridge Financial Services Group, Inc.'s Historical Top Holdings Breakdowns

Newbridge Financial Services Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QYLD
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
2025-03-31
Add
Add
+0.64%
●
16.57 ($17.94) 18.85
$16.71
-6.86%
Add 42.29%
533,380
158,528
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.64%
●
51.45 ($55.7) 58.51
$55.02
-1.22%
Add 50.07%
153,794
51,315
XYLD
Global X S&P 500 Covered Call ETF
2025-03-31
Add
Add
+0.63%
●
39.02 ($41.5) 42.89
$38.86
-6.36%
Add 42.19%
221,627
65,759
AMD
Advanced Micro Devices Inc
2025-03-31
Reduce
Reduce
-0.56%
●
96.63 ($111.19) 129.55
$162.12
45.80%
Reduce -40.17%
26,767
-17,968
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.56%
●
206.38 ($226.74) 242.18
$261.39
15.28%
Add 77.84%
25,426
11,129
ARM
ARM Holdings PLC
2025-03-31
Add
Add
+0.53%
●
106.79 ($139.45) 179.93
$159.99
14.73%
Add 77.89%
46,546
20,380
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.53%
●
468.34 ($508.07) 539.52
$565.01
11.21%
Add 30%
20,235
4,670
ORCL
Oracle Corp
2025-03-31
Add
Add
+0.53%
●
139.81 ($162.81) 186.47
$242.83
49.15%
Add 118.71%
28,754
15,607
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.52%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Add 27.65%
17,253
3,737
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Add
Add
+0.47%
●
247.97 ($277.1) 296.33
$284.90
2.81%
Add 55.61%
21,402
7,648

Newbridge Financial Services Group, Inc. Total Holding History ($B)

To

Newbridge Financial Services Group, Inc.'s Asset Allocation

To

Newbridge Financial Services Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Newbridge Financial Services Group, Inc.'s Hypothetical Growth since 2025-03-31

Newbridge Financial Services Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Newbridge Financial Services Group, Inc.'s Holdings Heat Map

Size field:

Newbridge Financial Services Group, Inc.'s Holdings Bubble Chart

Newbridge Financial Services Group, Inc. News

  • 1

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