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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 % |
Newbridge Financial Services G... Top Holdings of 2025-03-31
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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 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AAPL | Apple Inc | 81,566 | 18,118.3 | +0.58% | 4.400 | +0.03% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AMZN | Amazon.com Inc | 83,250 | 15,839.1 | +8.31% | 3.840 | +0.29% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 33,004 | 12,389.4 | +8.46% | 3.010 | +0.23% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
META | Meta Platforms Inc | 17,253 | 9,944.1 | +27.65% | 2.410 | +0.52% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
QQQ | INVESCO QQQ Trust | 20,235 | 9,488.5 | +30.00% | 2.300 | +0.53% | 0.000 | +26.27% | +9.78% | 357,853.0 | ||
CRWD | CrowdStrike Holdings Inc | 25,890 | 9,128.3 | +21.79% | 2.220 | +0.40% | 0.010 | +27.90% | +37.72% | 117,453.2 | 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 | +4.85% | -8.67% | 8,291.3 | ||
XYLD | Global X S&P 500 Covered Call ETF | 221,627 | 8,752.0 | +42.19% | 2.120 | +0.63% | 0.280 | +3.12% | -7.61% | 3,096.3 | ||
SMH | VanEck Vectors Semiconductor ETF | 38,266 | 8,092.2 | +23.30% | 1.960 | +0.37% | 0.040 | +48.71% | +17.84% | 26,865.6 |
Newbridge Financial Services Group, Inc.'s Historical Top Holdings Breakdowns
Newbridge Financial Services Group, Inc.'s Top Stock Picks
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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 | $16.64 | -7.25% | 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 | $54.77 | -1.67% | 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 | $38.71 | -6.72% | 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 | $154.72 | 39.15% | 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 | $258.81 | 14.14% | Add 77.84% | 25,426 | 11,129 | |
ARM | ARM Holdings PLC | 2025-03-31 | Add Add | +0.53% | 106.79 ($139.45) 179.93 | $156.50 | 12.23% | Add 77.89% | 46,546 | 20,380 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.53% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Add 30% | 20,235 | 4,670 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.53% | 139.81 ($162.81) 186.47 | $238.11 | 46.25% | Add 118.71% | 28,754 | 15,607 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.52% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | 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 | $283.29 | 2.23% | Add 55.61% | 21,402 | 7,648 |
Newbridge Financial Services Group, Inc. Total Holding History ($B)
Newbridge Financial Services Group, Inc.'s Asset Allocation
Newbridge Financial Services Group, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Newbridge Financial Services Group, Inc.'s Hypothetical Growth since 2025-03-31
Newbridge Financial Services Group, Inc.'s Yearly Returns
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Newbridge Financial Services Group, Inc.'s Holdings Heat Map
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