Newbridge Financial Services Group, Inc.
RIA/Wealth
Newbridge Financial Services Group, Inc. is a RIA/Wealth based in Boca Raton, FL led by Robert Pendelton Spitler, reporting $813.5M in AUM as of Q3 2025 with 32% Technology concentration.
CEORobert Pendelton Spitler
- Portfolio Value
- $667.8M
- Positions
- 1,270
- Top Holding
- NVDA at 7.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Newbridge Financial Services Group, Inc.'s portfolio (30% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $49.5M | 7.41% | -$1.0M Sold | 0.00% 265.3K shares | |
Consumer Electronics Technology | $21.3M | 3.19% | +$1.1M Bought | 0.00% 83.6K shares | |
Specialty Retail Consumer Cyclical | $18.7M | 2.79% | +$445.5K Bought | 0.00% 84.9K shares | |
Software - Infrastructure Technology | $18.0M | 2.70% | +$478.1K Bought | 0.00% 34.8K shares | |
Internet Content & Information Communication Services | $17.5M | 2.62% | +$4.1M Bought | 0.00% 23.9K shares | |
Software - Infrastructure Technology | $17.4M | 2.61% | -$3.2M Sold | 0.00% 95.6K shares | |
Semiconductors Technology | $15.4M | 2.30% | +$923.8K Bought | 0.00% 46.7K shares | |
ETF ETF | $14.7M | 2.21% | +$189.9K Bought | — 45.2K shares | |
ETF ETF | $14.1M | 2.12% | +$13.8K Bought | — 23.5K shares | |
Internet Content & Information Communication Services | $13.8M | 2.06% | +$3.8M Bought | 0.00% 56.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Newbridge Financial Services Group, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Newbridge Financial Services Group, Inc.
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