NORTHBRIDGE FINANCIAL GROUP, LLC

PrivateCIK: 1968850
Location

TAMPA, FL

184
Positions
$260.82M
Total AUM (reported)
2.14M
Total Shares

Allocation by class

TOTAL AUM$260.82M184 positions
COM$116.37M44.6%
UNIT SER 1$12.07M4.6%
CL A$10.28M3.9%
CAP STK CL A$8.22M3.2%
HENDRSON AAA CL$7.78M3.0%
US CASH COWS 100$6.03M2.3%
MEGA GRWTH IND$4.56M1.7%

Portfolio Concentration

Top 323.2%4–1018.5%11–2518.6%Rest39.7%TOP 1041.7%0%100%
Top 3$60.63M23.2%
4–10$48.13M18.5%
11–25$48.40M18.6%
Rest$103.67M39.7%

Top 3 weight

23.2%

Top 10 weight

41.7%

Voting Authority Distribution

Total shares with voting rights: 2.14M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.14M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole184
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings184
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares143.39K
TypeSH
Market value$28.69M
11.00%
Sole
0.00
Shared
0.00
None
143.39K

APPLE INC

SOLE
COM
Shares68.68K
TypeSH
Market value$19.87M
7.62%
Sole
0.00
Shared
0.00
None
68.68K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares16.39K
TypeSH
Market value$12.07M
4.63%
Sole
0.00
Shared
0.00
None
16.39K

ALPHABET INC

SOLE
CAP STK CL A
Shares23K
TypeSH
Market value$8.22M
3.15%
Sole
0.00
Shared
0.00
None
23K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares154.10K
TypeSH
Market value$7.78M
2.98%
Sole
0.00
Shared
0.00
None
154.10K

BROADCOM INC

SOLE
COM
Shares18.14K
TypeSH
Market value$6.85M
2.63%
Sole
0.00
Shared
0.00
None
18.14K

AMAZON COM INC

SOLE
COM
Shares28.27K
TypeSH
Market value$6.74M
2.58%
Sole
0.00
Shared
0.00
None
28.27K

MICROSOFT CORP

SOLE
COM
Shares16.94K
TypeSH
Market value$6.32M
2.42%
Sole
0.00
Shared
0.00
None
16.94K

META PLATFORMS INC

SOLE
CL A
Shares10.98K
TypeSH
Market value$6.19M
2.37%
Sole
0.00
Shared
0.00
None
10.98K

PACER FDS TR

SOLE
US CASH COWS 100
Shares96.97K
TypeSH
Market value$6.03M
2.31%
Sole
0.00
Shared
0.00
None
96.97K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares9.94K
TypeSH
Market value$5.77M
2.21%
Sole
0.00
Shared
0.00
None
9.94K

VANGUARD WORLD FD

SOLE
MEGA GRWTH IND
Shares51.89K
TypeSH
Market value$4.56M
1.75%
Sole
0.00
Shared
0.00
None
51.89K

TESLA INC

SOLE
COM
Shares9.78K
TypeSH
Market value$4.11M
1.58%
Sole
0.00
Shared
0.00
None
9.78K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares40.94K
TypeSH
Market value$3.84M
1.47%
Sole
0.00
Shared
0.00
None
40.94K

FIDELITY COVINGTON TRUST

SOLE
MSCI INFO TECH I
Shares12.15K
TypeSH
Market value$3.47M
1.33%
Sole
0.00
Shared
0.00
None
12.15K

ELI LILLY & CO

SOLE
COM
Shares2.65K
TypeSH
Market value$3.18M
1.22%
Sole
0.00
Shared
0.00
None
2.65K

JANUS DETROIT STR TR

SOLE
HEND SECU IN ETF
Shares61.90K
TypeSH
Market value$3.17M
1.22%
Sole
0.00
Shared
0.00
None
61.90K

GLOBAL X FDS

SOLE
DEFENSE TECH ETF
Shares49.93K
TypeSH
Market value$2.98M
1.14%
Sole
0.00
Shared
0.00
None
49.93K

ISHARES TR

SOLE
MSCI USA MMENTM
Shares8.24K
TypeSH
Market value$2.83M
1.08%
Sole
0.00
Shared
0.00
None
8.24K

FIRST TR EXCHANGE-TRADED FD

SOLE
INTL EQUITY OPP
Shares33.46K
TypeSH
Market value$2.80M
1.07%
Sole
0.00
Shared
0.00
None
33.46K

RBB FD INC

SOLE
MOTLEY FOL ETF
Shares34.94K
TypeSH
Market value$2.66M
1.02%
Sole
0.00
Shared
0.00
None
34.94K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares14.19K
TypeSH
Market value$2.41M
0.93%
Sole
0.00
Shared
0.00
None
14.19K

FIRST TR EXCHANGE TRADED FD

SOLE
INTL DEV STRNGTH
Shares54.27K
TypeSH
Market value$2.27M
0.87%
Sole
0.00
Shared
0.00
None
54.27K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares37.07K
TypeSH
Market value$2.18M
0.84%
Sole
0.00
Shared
0.00
None
37.07K

PACER FDS TR

SOLE
US SM CAP CA ETF
Shares42.39K
TypeSH
Market value$2.15M
0.82%
Sole
0.00
Shared
0.00
None
42.39K
Page 1 of 8