HoldingsChannel.com
Newport Wealth Strategies Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 143,572 +14,161 $12,228
     SCHG143,572+14,161$12,228
VANGUARD INDEX FDS (VUG) 51,075 +4,710 $8,560
     VUG51,075+4,710$8,560
SCHWAB STRATEGIC TR 96,820 +14,235 $6,903
     SCHX96,820+14,235$6,903
VANGUARD GROUP (VIG) 38,525 +701 $4,520
     VIG38,525+701$4,520
BERKSHIRE HATHAWAY INC DEL      $4,469
     BRK.B15,535-63$3,223
     BRK.A4UNCH$1,246
SCHWAB STRATEGIC TR 66,926 +473 $3,849
     SCHM66,926+473$3,849
VANGUARD WORLD FDS (VGT) 15,421 -495 $3,351
     VGT15,421-495$3,351
SCHWAB STRATEGIC TR 61,721 -1,331 $3,314
     SCHD61,721-1,331$3,314
EXXON MOBIL CORP 40,217 +311 $3,036
     XOM40,217+311$3,036
APPLE INC 13,150 -1,022 $2,674
     AAPL13,150-1,022$2,674
SCHWAB STRATEGIC TR 35,203 -115 $2,514
     SCHA35,203-115$2,514
VANGUARD SCOTTSDALE FDS (VONE) 18,186 +500 $2,489
     VONE18,186+500$2,489
VANGUARD INDEX FDS (VOO) 8,957 +1,383 $2,449
     VOO8,957+1,383$2,449
WISDOMTREE TR 94,165 -458 $2,363
     USFR94,165-458$2,363
ISHARES TR (USMV) 36,732 -461 $2,321
     USMV36,732-461$2,321
AMAZON COM INC 1,123 -37 $2,237
     AMZN1,123-37$2,237
DBX ETF TR (DBEF) 63,940 +6,580 $2,036
     DBEF63,940+6,580$2,036
VERTICAL CAP INCOME FUND (VCIF) 205,908 +205,908 $2,014
     VCIF205,908+205,908$2,014
FLEXSHARES TR (QDF) 40,010 +2,547 $1,812
     QDF40,010+2,547$1,812
MICROSOFT CORP 13,186 -1,459 $1,797
     MSFT13,186-1,459$1,797
FLEXSHARES TR (IQDF) 74,014 +5,380 $1,704
     IQDF74,014+5,380$1,704
VANGUARD ADMIRAL FDS INC (VOOG) 9,915 +1 $1,629
     VOOG9,915+1$1,629
ALPHABET INC 1,392 -70 $1,596
     GOOGL1,392-70$1,596
VANGUARD WORLD FDS (VFH) 22,795 +3,270 $1,585
     VFH22,795+3,270$1,585
WISDOMTREE TR 38,942 UNCH $1,412
     DON38,942UNCH$1,412
FLEXSHARES TR (RAVI) 16,591 +1,581 $1,256
     RAVI16,591+1,581$1,256
INVESCO EXCHANGE TRADED FD T (RSP) 11,023 -69 $1,196
     RSP11,023-69$1,196
ISHARES TR (IWS) 12,921 +365 $1,152
     IWS12,921+365$1,152
INVESCO EXCHNG TRADED FD TR (SPLV) 19,650 -898 $1,104
     SPLV19,650-898$1,104
BOEING CO 2,751 -324 $1,016
     BA2,751-324$1,016
JPMORGAN CHASE & CO 6,964 -181 $794
     JPM6,964-181$794
WISDOMTREE TR 8,083 UNCH $792
     DLN8,083UNCH$792
SALESFORCE COM INC 4,914 -180 $778
     CRM4,914-180$778
FIRST TR VALUE LINE DIVID IN (FVD) 21,785 +5 $742
     FVD21,785+5$742
BANK AMER CORP 23,289 +1,305 $680
     BAC23,289+1,305$680
SPDR SERIES TRUST (SLY) 10,120 +730 $677
     SLY10,120+730$677
VANGUARD SCOTTSDALE FDS (VONG) 3,964 +273 $660
     VONG3,964+273$660
VANGUARD WORLD FDS (VHT) 3,785 -618 $655
     VHT3,785-618$655
VANGUARD WORLD FDS (VDE) 7,410 +1,150 $614
     VDE7,410+1,150$614
HOME DEPOT INC 2,791 -84 $602
     HD2,791-84$602
VANGUARD WHITEHALL FDS INC (VYM) 6,687 -711 $588
     VYM6,687-711$588
SCHWAB STRATEGIC TR 9,958 -316 $563
     SCHV9,958-316$563
ISHARES TR (IJT) 2,925 -270 $530
     IJT2,925-270$530
WISDOMTREE TR 13,225 +250 $523
     EZM13,225+250$523
ISHARES TR (IJS) 3,521 +250 $515
     IJS3,521+250$515
WISDOMTREE TR 7,051 +17 $467
     HEDJ7,051+17$467
SPDR S&P 500 ETF TR (SPY) 1,504 -47 $448
     SPY1,504-47$448
ADOBE INC 1,402 +27 $434
     ADBE1,402+27$434
ISHARES TR (DVY) 4,254 -401 $426
     DVY4,254-401$426
EDWARDS LIFESCIENCES CORP 2,215 UNCH $420
     EW2,215UNCH$420

See Full List: All Stocks Held By Newport Wealth Strategies Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Newport Wealth Strategies Inc.

Size ($ in 1000's)
At 06/30/2019: $108,716
At 03/31/2019: $99,350

Newport Wealth Strategies Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Newport Wealth Strategies Inc. 13F filings. Link to 13F filings: SEC filings

Newport Wealth Strategies Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.