| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q1 2024 | 8.7% |
| NVIDIA CORPORATION | 15 | Q1 2024 | 8.4% |
| TESLA INC | 15 | Q1 2024 | 4.4% |
| MICROSOFT CORP | 15 | Q1 2024 | 4.3% |
| ALPHABET INC CL A | 15 | Q1 2024 | 1.6% |
| ROKU INC SER A | 15 | Q1 2024 | 2.7% |
| PALANTIR TECHNOLOGIES INC CL A | 15 | Q1 2024 | 1.4% |
| COSTCO WHSL CORP NEW | 15 | Q1 2024 | 1.0% |
| SQUARE INC CL A | 15 | Q1 2024 | 1.5% |
| INVESCO QQQ TR | 15 | Q1 2024 | 1.3% |
View Newbridge Financial Services Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-09-11 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-03-28 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-26 |
View Newbridge Financial Services Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.