Fund Holdings

Newbridge Financial Services Group, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ISHARES TR083,671+83,67106,697,864+6,697,864
GE VERNOVA INC04,166+4,16603,636,210+3,636,210
COREWEAVE INC070,427+70,42705,455,980+5,455,980
ALTRIA GROUP INC26,57158,828+32,2571,532,1063,882,045+2,349,939
ADVANCED MICRO DEVICES INC14,88126,487+11,6063,186,9155,388,250+2,201,335
KURV ETF TR0109,878+109,87802,654,652+2,654,652
MICRON TECHNOLOGY INC09,572+9,57203,233,916+3,233,916
J P MORGAN EXCHANGE TRADED F0115,523+115,52305,846,606+5,846,606
COINBASE GLOBAL INC014,292+14,29202,495,526+2,495,526
SYNOPSYS INC04,902+4,90201,943,545+1,943,545
CADENCE DESIGN SYSTEM INC05,503+5,50301,529,119+1,529,119
CONSTELLATION ENERGY CORP06,434+6,43401,796,578+1,796,578
MARVELL TECHNOLOGY INC060,533+60,53305,995,749+5,995,749
MCDONALDS CORP08,356+8,35602,597,001+2,597,001
GILEAD SCIENCES INC07,909+7,90901,102,315+1,102,315
BORGWARNER INC026,818+26,81801,455,155+1,455,155
VANECK ETF TRUST047,850+47,850018,345,647+18,345,647
TAIWAN SEMICONDUCTOR MANUFAC03,545+3,54501,198,194+1,198,194
APPLIED DIGITAL CORP3,80042,042+38,24293,176998,077+904,901
ARCHER DANIELS MIDLAND CO5812,274+12,2163,334892,201+888,867
NAVITAS SEMICONDUCTOR CORP0204,972+204,97201,797,604+1,797,604
L3HARRIS TECHNOLOGIES INC02,459+2,4590848,555+848,555
DEVON ENERGY CORP NEW018,291+18,2910920,424+920,424
LOCKHEED MARTIN CORP01,644+1,6440993,459+993,459
KURV ETF TR022,695+22,6950739,176+739,176
DUKE ENERGY CORP NEW014,097+14,09701,845,822+1,845,822
SPDR SERIES TRUST06,992+6,9920640,747+640,747
CATERPILLAR INC01,346+1,3460953,436+953,436
CLOUDFLARE INC025,962+25,96205,357,040+5,357,040
COSTCO WHOLESALE CORPORATION03,870+3,87003,855,819+3,855,819
RTX CORPORATION07,785+7,78501,501,707+1,501,707
DEERE & CO0946+9460532,949+532,949
WALMART INC047,920+47,92005,955,523+5,955,523
RBC BEARINGS INC01,708+1,7080927,649+927,649
CHEVRON CORPORATION09,538+9,53801,973,418+1,973,418
10X GENOMICS INC020,900+20,9000443,707+443,707
ARK ETF TR3,50510,505+7,000269,605710,033+440,428
TEMPUS AI INC011,115+11,1150502,620+502,620
UBER TECHNOLOGIES INC064,572+64,57204,644,664+4,644,664
SSGA ACTIVE TR015,247+15,2470424,476+424,476
API GROUP CORP68,10874,179+6,0712,605,8123,005,733+399,921
ENERGY TRANSFER L P095,876+95,87601,850,408+1,850,408
REALTY INCOME CORP09,159+9,1590560,347+560,347
JOHNSON & JOHNSON07,319+7,31901,789,014+1,789,014
VISTRA CORP04,453+4,4530669,419+669,419
VERIZON COMMUNICATIONS INC029,081+29,08101,459,864+1,459,864
BROOKFIELD RENEWABLE CORP018,329+18,3290730,044+730,044
ARISTA NETWORKS INC8,35811,451+3,0931,095,1491,405,954+310,805
ORACLE CORP058,215+58,21508,564,045+8,564,045
SPDR INDEX SHS FDS04,801+4,8010298,053+298,053
ATOUR LIFESTYLE HLDGS LTD07,817+7,8170287,744+287,744
EATON CORP PLC01,190+1,1900425,702+425,702
SELECT SECTOR SPDR TR04,977+4,9770407,999+407,999
BOEING CO07,674+7,67401,527,279+1,527,279
FORTINET INC04,959+4,9590405,209+405,209
AGNICO EAGLE MINES LTD1041,402+1,29817,631284,578+266,947
NEOS ETF TRUST05,952+5,9520290,220+290,220
MARRIOTT INTL INC NEW0755+7550246,783+246,783
VALERO ENERGY CORP02,721+2,7210672,241+672,241
BERKSHIRE HATHAWAY INC DEL010,275+10,27504,923,780+4,923,780
SIMPLIFY EXCHANGE TRADED FUN023,358+23,3580549,030+549,030
PEPSICO INC03,183+3,1830494,287+494,287
NISOURCE INC055,248+55,24802,577,853+2,577,853
SPDR GOLD TR03,006+3,00601,293,452+1,293,452
COCA COLA CO037,453+37,45302,848,313+2,848,313
VANGUARD INDEX FDS01,335+1,3350428,129+428,129
INTERNATIONAL BUSINESS MACHS016,893+16,89304,094,694+4,094,694
GLOBAL X FDS0137,181+137,18103,465,200+3,465,200
ENTERGY CORP NEW02,749+2,7490308,878+308,878
TEXAS PACIFIC LAND CORPORATI0445+4450211,179+211,179
ECOLAB INC01,474+1,4740392,226+392,226
CENTERPOINT ENERGY INC048,190+48,19002,079,888+2,079,888
ZSCALER INC04,014+4,0140563,124+563,124
CISCO SYS INC050,476+50,47603,916,407+3,916,407
VANGUARD INDEX FDS022,299+22,29909,739,903+9,739,903
EXCHANGE LISTED FDS TR042,740+42,7400963,787+963,787
MADISON SQUARE GRDN SPRT COR0516+5160165,842+165,842
LEMONADE INC03,257+3,2570204,149+204,149
ANNALY CAPITAL MANAGEMENT IN96,947110,013+13,0662,167,7322,326,781+159,049
ISHARES SILVER TR02,281+2,2810155,427+155,427
WHIRLPOOL CORP02,700+2,7000145,584+145,584
APPLIED MATLS INC1,4351,499+64368,857512,488+143,631
WILLIAMS COS INC06,611+6,6110481,121+481,121
AT&T INC38,43137,802-629954,6331,095,881+141,248
ABBOTT LABORATORIES1541,555+1,40119,257159,607+140,350
BLOOM ENERGY CORP02,719+2,7190368,397+368,397
GOLDMAN SACHS ETF TR023,321+23,32101,154,135+1,154,135
LEAR CORP01,032+1,0320124,964+124,964
AMERICAN EXPRESS CO2,2843,179+895844,909961,623+116,714
NEOS ETF TRUST02,347+2,3470132,911+132,911
NIKE INC02,845+2,8450150,279+150,279
JOHNSON CONTROLS INTERNATION011,375+11,37501,489,540+1,489,540
FIDELITY GREENWOOD STREET TR020,534+20,5340557,087+557,087
OKLO INC021,964+21,96401,089,195+1,089,195
MOSAIC CO06,102+6,1020155,591+155,591
GOLDMAN SACHS ETF TR022,472+22,47201,124,507+1,124,507
DOMINION ENERGY INC04,614+4,6140285,231+285,231
PAYPAL HLDGS INC02,539+2,5390114,839+114,839
STARBUCKS CORP04,169+4,1690373,513+373,513
SEAGATE TECHNOLOGY HLDNGS PL0812+8120318,298+318,298
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