HoldingsChannel.com
Newport Wealth Strategies Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 115,879 -1,577 $10,196
     SCHG115,879-1,577$10,196
VANGUARD INDEX FDS (VUG) 51,161 -830 $8,901
     VUG51,161-830$8,901
SCHWAB STRATEGIC TR 102,863 -38,537 $6,943
     SCHX102,863-38,537$6,943
APPLE INC 18,342 -277 $5,265
     AAPL18,342-277$5,265
VANGUARD SPECIALIZED FUNDS (VIG) 37,073 -4,204 $4,191
     VIG37,073-4,204$4,191
BERKSHIRE HATHAWAY INC DEL      $3,765
     BRK.B15,011-356$2,896
     BRK.A3-1$869
AMAZON COM INC 1,551 +26 $3,541
     AMZN1,551+26$3,541
MICROSOFT CORP 20,123 -750 $3,495
     MSFT20,123-750$3,495
WISDOMTREE TR 122,974 +17,633 $3,087
     USFR122,974+17,633$3,087
ALPHABET INC 2,379 +346 $3,010
     GOOGL2,379+346$3,010
VANGUARD SCOTTSDALE FDS (VGIT) 41,500 +34,430 $2,915
     VGIT41,500+34,430$2,915
SCHWAB STRATEGIC TR 62,277 -8,838 $2,857
     SCHM62,277-8,838$2,857
VANGUARD INDEX FDS (VOO) 9,995 -9,272 $2,608
     VOO9,995-9,272$2,608
SCHWAB STRATEGIC TR 50,049 -15,199 $2,482
     SCHD50,049-15,199$2,482
VANGUARD SCOTTSDALE FDS (VONE) 17,562 -2,014 $2,266
     VONE17,562-2,014$2,266
SPDR GOLD TRUST (GLD) 12,934 +9,900 $2,104
     GLD12,934+9,900$2,104
VANGUARD WORLD FDS (VGT) 7,950 +2,516 $1,865
     VGT7,950+2,516$1,865
DBX ETF TR (DBEF) 65,061 -103,470 $1,823
     DBEF65,061-103,470$1,823
EXXON MOBIL CORP 39,734 -730 $1,686
     XOM39,734-730$1,686
VERTICAL CAP INCOME FD 180,983 -7,033 $1,642
     VCIF180,983-7,033$1,642
SCHWAB STRATEGIC TR 27,400 -7,180 $1,524
     SCHA27,400-7,180$1,524
FLEXSHARES TR (RAVI) 19,292 +3,255 $1,450
     RAVI19,292+3,255$1,450
FIRST TR EXCHANGE TRADED FD (LMBS) 27,650 +23,090 $1,428
     LMBS27,650+23,090$1,428
ISHARES TR (USMV) 23,820 -12,306 $1,419
     USMV23,820-12,306$1,419
VANGUARD ADMIRAL FDS INC (VOOG) 7,711 -1,655 $1,270
     VOOG7,711-1,655$1,270
SPDR SER TR (SPYG) 28,125 -40 $1,113
     SPYG28,125-40$1,113
FLEXSHARES TR (QDF) 26,810 -17,130 $1,061
     QDF26,810-17,130$1,061
VANGUARD SCOTTSDALE FDS (VCIT) 11,700 +5,840 $1,060
     VCIT11,700+5,840$1,060
INVESCO EXCHANGE TRADED FD T (RSP) 10,130 -8,178 $938
     RSP10,130-8,178$938
J P MORGAN EXCHANGE TRADED F (JPST) 16,600 +16,600 $830
     JPST16,600+16,600$830
INVESCO EXCHANGE TRADED FD T (SPLV) 15,960 -5,450 $824
     SPLV15,960-5,450$824
ADOBE INC 2,382 -575 $812
     ADBE2,382-575$812
HOME DEPOT INC 3,420 -1,033 $708
     HD3,420-1,033$708
ISHARES TR (IWS) 9,306 -2,315 $660
     IWS9,306-2,315$660
ISHARES TR (SHY) 7,355 +2,000 $637
     SHY7,355+2,000$637
FIRST TR VALUE LINE DIVID IN (FVD) 20,728 -1,769 $621
     FVD20,728-1,769$621
VANGUARD WORLD FDS (VHT) 3,390 +210 $618
     VHT3,390+210$618
VANGUARD WORLD FDS (VFH) 10,098 -6,272 $555
     VFH10,098-6,272$555
VANGUARD INDEX FDS (VO) 3,650 -1,303 $533
     VO3,650-1,303$533
WISDOMTREE TR 19,377 -17,145 $509
     DON19,377-17,145$509
EDWARDS LIFESCIENCES CORP 2,295 +130 $496
     EW2,295+130$496
SCHWAB STRATEGIC TR 8,250 +8,250 $457
     SCHZ8,250+8,250$457
ISHARES TR (LQD) 3,449 -690 $448
     LQD3,449-690$448
VERIZON COMMUNICATIONS INC 7,529 +3,570 $438
     VZ7,529+3,570$438
ISHARES TR (IJT) 2,925 UNCH $431
     IJT2,925UNCH$431
JPMORGAN CHASE & CO 4,462 -8,087 $426
     JPM4,462-8,087$426
SPDR S&P 500 ETF TR (SPY) 1,467 -42 $416
     SPY1,467-42$416
DISNEY WALT CO 3,607 +1,003 $382
     DIS3,607+1,003$382
WISDOMTREE TR 12,975 UNCH $371
     EZM12,975UNCH$371
CISCO SYS INC 8,529 +3,254 $365
     CSCO8,529+3,254$365

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 03/31/2020: $106,277
At 12/31/2019: $137,552

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

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