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Home > Institutional Investor > Newport Wealth Strategies, Inc. > Profile

Instuitional Investor - Newport Wealth Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: Newport Wealth Strategies, Inc.
Portfolio Value $165,393,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 81,876 $12,125,000 7.33%
2.
Vanguard Index Fds
 33,607 $9,752,000 5.89%
3.
Schwab Strategic Trust
 FNDF 93,506 $9,727,000 5.88%
4.
Apple Inc.
 AAPL 61,836 $8,750,000 5.29%
5.
Schwab Strategic Trust
 FNDF 78,022 $5,981,000 3.61%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)