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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Growth
9
0
0
1
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0
10
2
0
NEWPORT WEALTH STRATEGIES INC

Time Period2019-06-30

Total Holdings80

Total Value ($x1000)108,716
Activities
New8

Increased30

Unchanged13

Decreased29

Sold Out3

Top 10 Stock Holdingstotal 47.51%
SCHG11.25

VUG7.87

SCHX6.35

VIG4.16

SCHM3.54

 
VGT3.08

SCHD3.05

BRK.B2.96

XOM2.79

AAPL2.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHG
11.25%
US LCAP GR ETF
VUG
7.87%
GROWTH ETF
SCHX
6.35%
US LRG CAP ETF
VIG
4.16%
DIV APP ETF
SCHM
3.54%
US MID-CAP ETF
VGT
3.08%
INF TECH ETF
SCHD
3.05%
US DIVIDEND EQ
BRK.B
2.96%
CL B NEW
XOM
2.79%
COM
AAPL
2.46%
COM
SCHA
2.31%
US SML CAP ETF
VONE
2.29%
VNG RUS1000IDX
VOO
2.25%
SHS
USFR
2.17%
BLMBRG FL TRFD
USMV
2.13%
USA MIN VOL ETF
AMZN
2.06%
COM
DBEF
1.87%
XTRAK MSCI EAFE
VCIF
1.85%
SHS BEN INT
QDF
1.67%
QUALT DIVD IDX
MSFT
1.65%
COM
IQDF
1.57%
INTL QLTDV IDX
VOOG
1.5%
500 GRTH IDX F
GOOGL
1.47%
CAP STK CL A
VFH
1.46%
FINANCIALS ETF
DON
1.3%
MIDCAP DIVI FD
RAVI
1.16%
READY ACC VARI
BRK.A
1.15%
CL A
RSP
1.1%
S&P500 EQL WGT
IWS
1.06%
RUS MDCP VAL ETF
SPLV
1.02%
S&P500 LOW VOL
BA
0.93%
COM
JPM
0.73%
COM
DLN
0.73%
LARGECAP DIVID
CRM
0.72%
COM
FVD
0.68%
SHS
BAC
0.63%
COM
SLY
0.62%
S&P 600 SML CAP
VONG
0.61%
VNG RUS1000GRW
VHT
0.6%
HEALTH CAR ETF
VDE
0.56%
ENERGY ETF
HD
0.55%
COM
VYM
0.54%
HIGH DIV YLD
SCHV
0.52%
US LCAP VA ETF
IJT
0.49%
SP SMCP600GR ETF
EZM
0.48%
MDCP EARN FUND
IJS
0.47%
SP SMCP600VL ETF
HEDJ
0.43%
EUROPE HEDGED EQ
SPY
0.41%
TR UNIT
ADBE
0.4%
COM
DVY
0.39%
SELECT DIVID ETF
EW
0.39%
COM
UNH
0.38%
COM
CSCO
0.37%
COM
RDS/A
0.35%
SPONS ADR A
SPYG
0.35%
S&P 500 GROWTH
GLD
0.34%
GOLD SHS
IJH
0.34%
CORE S&P MCP ETF
EPD
0.33%
COM
EFAV
0.33%
EAFE MIN VOL ETF
EFA
0.3%
MSCI EAFE ETF
IXJ
0.3%
GLOB HLTHCRE ETF
SHY
0.29%
1-3 YR TR BD ETF
IWD
0.28%
RUS 1000 VAL ETF
MMP
0.28%
COM UNIT RP LP
IJJ
0.28%
S&P MC 400VL ETF
SQ
0.27%
CL A
FB
0.26%
CL A
VTV
0.26%
VALUE ETF
MDY
0.25%
UTSER1 S&PDCRP
IJR
0.24%
CORE S&P SCP ETF
NKE
0.24%
CL B
IWN
0.23%
RUS 2000 VAL ETF
WMT
0.23%
COM
STZ
0.21%
CL A
DIS
0.2%
COM DISNEY
MA
0.2%
CL A
XLP
0.19%
SBI CONS STPLS
ETE
0.18%
COM UT LTD PTN
WATT
0.05%
COM
FAX
0.04%
COM
MRK
0.24%
COM
VZ
0.21%
COM
(NOTE)
0.08%
PRN